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  5. Newton Financial Solutions, LLC

Newton Financial Solutions, LLC

Company Details

Name: Newton Financial Solutions, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 25 May 2007 (18 years ago)
Company Number: 0aed97d5-8fd4-e011-a886-001ec94ffe7f
File Number: 2369082-2
Registered Office Address: 600 Main St. S., Ste. 110, Cambridge, MN 55008, USA
Principal Executive Office Address: 600 Main Street S, #110, Cambridge, MN 55008, USA
ZIP code: 55008
County: Isanti County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2023 260766314 2024-04-16 NEWTON FINANCIAL SOLUTIONS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Signature of
Role Plan administrator
Date 2024-04-16
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2022 260766314 2023-06-22 NEWTON FINANCIAL SOLUTIONS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Signature of
Role Plan administrator
Date 2023-06-22
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2021 260766314 2022-04-28 NEWTON FINANCIAL SOLUTIONS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Signature of
Role Plan administrator
Date 2022-04-28
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2020 260766314 2021-02-17 NEWTON FINANCIAL SOLUTIONS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Signature of
Role Plan administrator
Date 2021-02-17
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2019 260766314 2020-06-09 NEWTON FINANCIAL SOLUTIONS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Signature of
Role Plan administrator
Date 2020-06-09
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2018 260766314 2019-06-20 NEWTON FINANCIAL SOLUTIONS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Plan administrator’s name and address
Administrator’s EIN 260766314
Plan administrator’s name NEWTON FINANCIAL SOLUTIONS, LLC
Plan administrator’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008
Administrator’s telephone number 7635528888

Signature of
Role Plan administrator
Date 2019-06-20
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2017 260766314 2018-05-30 NEWTON FINANCIAL SOLUTIONS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Plan administrator’s name and address
Administrator’s EIN 260766314
Plan administrator’s name NEWTON FINANCIAL SOLUTIONS, LLC
Plan administrator’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008
Administrator’s telephone number 7635528888

Signature of
Role Plan administrator
Date 2018-05-30
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2016 260766314 2017-01-19 NEWTON FINANCIAL SOLUTIONS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Plan administrator’s name and address
Administrator’s EIN 260766314
Plan administrator’s name NEWTON FINANCIAL SOLUTIONS, LLC
Plan administrator’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008
Administrator’s telephone number 7635528888

Signature of
Role Plan administrator
Date 2017-01-19
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2015 260766314 2016-06-01 NEWTON FINANCIAL SOLUTIONS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Plan administrator’s name and address
Administrator’s EIN 260766314
Plan administrator’s name NEWTON FINANCIAL SOLUTIONS, LLC
Plan administrator’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008
Administrator’s telephone number 7635528888

Signature of
Role Plan administrator
Date 2016-06-01
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature
NEWTON FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2014 260766314 2015-09-14 NEWTON FINANCIAL SOLUTIONS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-11-01
Business code 524210
Sponsor’s telephone number 7635528888
Plan sponsor’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008

Plan administrator’s name and address
Administrator’s EIN 260766314
Plan administrator’s name NEWTON FINANCIAL SOLUTIONS, LLC
Plan administrator’s address 600 SOUTH MAIN STREET, SUITE 110, CAMBRIDGE, MN, 55008
Administrator’s telephone number 7635528888

Signature of
Role Plan administrator
Date 2015-09-14
Name of individual signing JULIE GEBAUER
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Timothy Newton Manager 600 Main St S #110, Cambridge, MN 55008, USA

Agent

Name Role
John Newton Agent

Filing

Filing Name Filing date
Annual Reinstatement - Limited Liability Company (Domestic) 2023-03-12
Administrative Termination - Limited Liability Company (Domestic) 2023-01-30
Registered Office and/or Agent - Limited Liability Company (Domestic) 2021-06-02
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Limited Liability Company (Domestic) Business Name (Business Name: Newton Financial Solutions, LLC) 2007-08-16
Original Filing - Limited Liability Company (Domestic) 2007-05-25
Limited Liability Company (Domestic) Business Name (Business Name: Newton Financial Advisors, LLC) 2007-05-25

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Related by address

600 Main St. S., Ste. 110, Cambridge, MN 55008, USA

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Date of last update: 24 Sep 2024

Sources: Minnesota's Official State Website

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