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Bear Valley Financial LLC

Company Details

Name: Bear Valley Financial LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 11 May 2020 (5 years ago)
Company Number: 26eeba93-c393-ea11-919a-00155d32b905
File Number: 1158652800027
Registered Office Address: 2575 Bear Valley Drive, Suite 301, Carlton, MN 55718, USA
Principal Executive Office Address: 2575 BEAR VALLEY DR, CARLTON, MN 55718–8168, USA
ZIP code: 55718
County: Carlton County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BEAR VALLEY FINANCIAL, LLC 401(K) PLAN 2023 851679215 2024-02-08 BEAR VALLEY FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2183849245
Plan sponsor’s address 2575 BEAR VALLEY DRIVE, CARLTON, MN, 55718
BEAR VALLEY FINANCIAL, LLC 401(K) PLAN 2022 851679215 2023-02-26 BEAR VALLEY FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2183849245
Plan sponsor’s address 2575 BEAR VALLEY DRIVE, CARLTON, MN, 55718
BEAR VALLEY FINANCIAL, LLC 401(K) PLAN 2021 851679215 2022-06-01 BEAR VALLEY FINANCIAL, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2183849245
Plan sponsor’s address 2575 BEAR VALLEY DRIVE, CARLTON, MN, 55718
BEAR VALLEY FINANCIAL, LLC 401(K) PLAN 2020 851679215 2021-02-22 BEAR VALLEY FINANCIAL, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523120
Sponsor’s telephone number 2183849245
Plan sponsor’s address 2575 BEAR VALLEY DRIVE, CARLTON, MN, 55718

Manager

Name Role Address
Dale Anich Manager 2575 BEAR VALLEY DR, CARLTON, MN 55718–8168, USA

Agent

Name Role
Dale Anich Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Limited Liability Company (Domestic) 2022-01-09
Original Filing - Limited Liability Company (Domestic) (Business Name: Bear Valley Financial LLC) 2020-05-11

Date of last update: 25 Sep 2024

Sources: Minnesota's Official State Website