| Name: | Sweet Financial Partners, LLC |
| Jurisdiction: | Minnesota |
| Legal type: | Limited Liability Company (Domestic) |
| Status: | Active / In Good Standing |
| Date formed: | 17 Sep 2021 (3 years ago) |
| Company Number: | 20e85280-f317-ec11-91b3-00155d32b93a |
| File Number: | 1255975000054 |
| Registered Office Address: | 1300 South Prairie Ave., Fairmont, MN 56031, USA |
| Principal Executive Office Address: | 1300 S PRAIRIE AVE, FAIRMONT, MN 56031–3155, USA |
| ZIP code: | 56031 |
| County: | Martin County |
| Place of Formation: | Minnesota |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1908936 | 1300 SOUTH PRAIRIE AVE, FAIRMONT, MN, 56031 | 1300 SOUTH PRAIRIE AVE, FAIRMONT, MN, 56031 | 507-235-5587 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2024-10-16 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-15
| Form type | N-PX |
| File number | 028-21614 |
| Filing date | 2024-08-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-18
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2024-07-18 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-23
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2024-04-23 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-12
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2024-01-12 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-23
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2023-10-23 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-24
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2023-07-24 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-14
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2023-04-14 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-19
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2023-01-19 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-10
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2022-11-10 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-03
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2022-08-03 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-22
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2022-04-22 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-07
| Form type | 13F-HR |
| File number | 028-21614 |
| Filing date | 2022-02-07 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWEET FINANCIAL PARTNERS RETIREMENT PLAN | 2023 | 411813845 | 2024-05-07 | SWEET FINANCIAL PARTNERS | 17 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 411813845 |
| Plan administrator’s name | SWEET FINANCIAL PARTNERS |
| Plan administrator’s address | 1300 SOUTH PRAIRIE AVENUE, FAIRMONT, MN, 56031 |
| Administrator’s telephone number | 5072355587 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-07 |
| Name of individual signing | TY TOTZKE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2008-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5072355587 |
| Plan sponsor’s address | 1300 SOUTH PRAIRIE AVENUE, FAIRMONT, MN, 56031 |
Plan administrator’s name and address
| Administrator’s EIN | 411813845 |
| Plan administrator’s name | SWEET FINANCIAL PARTNERS |
| Plan administrator’s address | 1300 SOUTH PRAIRIE AVENUE, FAIRMONT, MN, 56031 |
| Administrator’s telephone number | 5072355587 |
Signature of
| Role | Plan administrator |
| Date | 2023-02-23 |
| Name of individual signing | TY TOTZKE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Bryan Sweet | Manager | 1300 S PRAIRIE AVE, FAIRMONT, MN 56031–3155, USA |
| Name | Role |
|---|---|
| Bryan Sweet | Agent |
| Filing Name | Filing date |
|---|---|
| Original Filing - Limited Liability Company (Domestic) (Business Name: Sweet Financial Partners, LLC) | 2021-09-17 |
Date of last update: 04 Oct 2024
Sources: Minnesota's Official State Website
