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Our Homes South, Inc.

Company Details

Name: Our Homes South, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 08 Sep 1993 (31 years ago)
Company Number: 39bb74f7-a9d4-e011-a886-001ec94ffe7f
File Number: 7Y-126
Registered Office Address: 113 N Main Str, Medford, MN 55049, USA
Principal Executive Office Address: 116 S Main St, Medford, MN 55049, USA
ZIP code: 55049
County: Steele County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OUR HOMES SOUTH, INC. 401(K) PLAN 2023 411759791 2024-08-14 OUR HOMES SOUTH, INC. 91
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 623000
Sponsor’s telephone number 5074552145
Plan sponsor’s address P.O. BOX 119, MEDFORD, MN, 55049
OUR HOMES SOUTH, INC. 401(K) PLAN 2022 411759791 2023-07-10 OUR HOMES SOUTH, INC. 94
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 623000
Sponsor’s telephone number 5074552145
Plan sponsor’s address PO BOX 119, MEDFORD, MN, 55049

Signature of

Role Plan administrator
Date 2023-07-10
Name of individual signing BELINDA ISAACSON
Valid signature Filed with authorized/valid electronic signature
OUR HOMES SOUTH, INC. 401(K) PLAN 2021 411759791 2022-09-14 OUR HOMES SOUTH, INC. 108
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 623000
Sponsor’s telephone number 5074552145
Plan sponsor’s mailing address PO BOX 119, MEDFORD, MN, 55049
Plan sponsor’s address 113 NORTH MAIN STREET, MEDFORD, MN, 55049

Number of participants as of the end of the plan year

Active participants 78
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 14
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 50
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2022-09-12
Name of individual signing BELINDA ISAACSON
Valid signature Filed with authorized/valid electronic signature
OUR HOMES SOUTH, INC. 401(K) PLAN 2020 411759791 2021-08-10 OUR HOMES SOUTH, INC. 114
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 623000
Sponsor’s telephone number 5074552145
Plan sponsor’s mailing address PO BOX 119, MEDFORD, MN, 55049
Plan sponsor’s address 113 NORTH MAIN STREET, MEDFORD, MN, 55049

Number of participants as of the end of the plan year

Active participants 84
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 11
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 44
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of

Role Plan administrator
Date 2021-08-10
Name of individual signing BELINDA ISAACSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-10
Name of individual signing BELINDA ISAACSON
Valid signature Filed with authorized/valid electronic signature
OUR HOMES SOUTH, INC. 401(K) PLAN 2020 411759791 2021-08-25 OUR HOMES SOUTH, INC. 114
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 623000
Sponsor’s telephone number 5074552145
Plan sponsor’s mailing address PO BOX 119, MEDFORD, MN, 55049
Plan sponsor’s address 113 NORTH MAIN STREET, MEDFORD, MN, 55049

Number of participants as of the end of the plan year

Active participants 84
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 11
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 44
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of

Role Plan administrator
Date 2021-08-10
Name of individual signing BELINDA ISAACSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-10
Name of individual signing BELINDA ISAACSON
Valid signature Filed with authorized/valid electronic signature
OUR HOMES SOUTH, INC. 401(K) PLAN 2019 411759791 2020-06-11 OUR HOMES SOUTH, INC. 118
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 623000
Sponsor’s telephone number 5074552145
Plan sponsor’s mailing address 113 NORTH MAIN STREET, PO BOX 119, MEDFORD, MN, 55049
Plan sponsor’s address 113 NORTH MAIN STREET, MEDFORD, MN, 55049

Number of participants as of the end of the plan year

Active participants 93
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 13
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 59
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2020-06-11
Name of individual signing BELINDA ISAACSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-11
Name of individual signing BELINDA ISAACSON
Valid signature Filed with authorized/valid electronic signature
OUR HOMES SOUTH, INC. 401(K) PLAN 2018 411759791 2019-07-24 OUR HOMES SOUTH, INC. 113
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 623000
Sponsor’s telephone number 5074552145
Plan sponsor’s mailing address 113 NORTH MAIN STREET, PO BOX 119, MEDFORD, MN, 55049
Plan sponsor’s address 113 NORTH MAIN STREET, MEDFORD, MN, 55049

Number of participants as of the end of the plan year

Active participants 99
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 7
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 57
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-07-24
Name of individual signing DENNIS BURGESS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-24
Name of individual signing DENNIS BURGESS
Valid signature Filed with authorized/valid electronic signature
OUR HOMES SOUTH, INC. 401(K) PLAN 2017 411759791 2018-08-09 OUR HOMES SOUTH, INC. 111
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 623000
Sponsor’s telephone number 5074552145
Plan sponsor’s mailing address 113 NORTH MAIN STREET, PO BOX 119, MEDFORD, MN, 55049
Plan sponsor’s address 113 NORTH MAIN STREET, MEDFORD, MN, 55049

Number of participants as of the end of the plan year

Active participants 92
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 8
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 54
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2018-08-09
Name of individual signing DENNIS BURGESS
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Nancy Burgess Chief Executive Officer 116 S Main St, Medford, MN 55049, USA

Agent

Name Role
Nancy Burgess Agent

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 1998-05-06
Original Filing - Business Corporation (Domestic) 1993-09-08
Business Corporation (Domestic) Business Name (Business Name: Our Homes South, Inc.) 1993-09-08

Date of last update: 24 Sep 2024

Sources: Minnesota's Official State Website