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  5. Gallagher Financial Services, Inc.

Gallagher Financial Services, Inc.

Company Details

Name: Gallagher Financial Services, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 28 Feb 2001 (24 years ago)
Company Number: 3383c33b-b3d4-e011-a886-001ec94ffe7f
File Number: 11O-50
Registered Office Address: 2586 EAST 7TH AVE, STE 304, NORTH ST PAUL, MN 55109, USA
Principal Executive Office Address: 2586 East 7th Ave, Ste 304, North Saint Paul, MN 55109, USA
ZIP code: 55109
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GALLAGHER FINANCIAL SERVICES 401K PLAN 2023 411991950 2024-05-16 GALLAGHER FINANCIAL SERVICES 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523940
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2024-05-16
Name of individual signing JEFFREY YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2022 411991950 2023-04-21 GALLAGHER FINANCIAL SERVICES 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523940
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2023-04-21
Name of individual signing JEFFREY YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2021 411991950 2022-05-03 GALLAGHER FINANCIAL SERVICES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2022-05-03
Name of individual signing JEFFREY YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2020 411991950 2021-06-24 GALLAGHER FINANCIAL SERVICES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2021-06-24
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-24
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2020 411991950 2021-06-22 GALLAGHER FINANCIAL SERVICES 8
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2021-06-22
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-22
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2019 411991950 2020-05-01 GALLAGHER FINANCIAL SERVICES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2020-05-01
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-01
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2018 411991950 2019-04-22 GALLAGHER FINANCIAL SERVICES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2019-04-22
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-22
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2017 411991950 2018-05-10 GALLAGHER FINANCIAL SERVICES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2018-05-10
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2016 411991950 2017-05-03 GALLAGHER FINANCIAL SERVICES 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2017-05-03
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature
GALLAGHER FINANCIAL SERVICES 401K PLAN 2015 411991950 2016-05-04 GALLAGHER FINANCIAL SERVICES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523120
Sponsor’s telephone number 6517748759
Plan sponsor’s address 2586 E 7TH AVE, #304, NORTH SAINT PAUL, MN, 55109

Signature of
Role Plan administrator
Date 2016-05-04
Name of individual signing JEFFREY K YOUNGQUIST
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Mark Gallagher Chief Executive Officer 2586 East 7th Ave., Ste 304, North Saint Paul, MN 55109, USA

Agent

Name Role
Mark Gallagher Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 2004-08-17
Original Filing - Business Corporation (Domestic) 2001-02-28
Business Corporation (Domestic) Business Name (Business Name: Gallagher Financial Services, Inc.) 2001-02-28

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Date of last update: 24 Sep 2024

Sources: Minnesota's Official State Website

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