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Alliance Financial Services, Inc.

Company Details

Name: Alliance Financial Services, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 27 Jan 1982 (43 years ago)
Company Number: 87fdca45-b1d4-e011-a886-001ec94ffe7f
File Number: 4A-1197
Registered Office Address: 30 7TH ST E STE 230, SAINT PAUL, MN 55101–4914, USA
Principal Executive Office Address: 30 7TH ST E STE 230, SAINT PAUL, MN 55101–4914, United States
ZIP code: 55101
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALLIANCE FINANCIAL SERVICES, INC. 2011 411437277 2012-06-26 ALLIANCE FINANCIAL SERVICES, INC. 122
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522110
Sponsor’s telephone number 6512290070
Plan sponsor’s mailing address 55 EAST FIFTH STREET, SUITE 115, ST PAUL, MN, 55101
Plan sponsor’s address 55 EAST FIFTH STREET, SUITE 115, ST PAUL, MN, 55101

Plan administrator’s name and address

Administrator’s EIN 411437277
Plan administrator’s name ALLIANCE FINANCIAL SERVICES, INC.
Plan administrator’s address 55 EAST FIFTH STREET, SUITE 115, ST PAUL, MN, 55101
Administrator’s telephone number 6512290070

Number of participants as of the end of the plan year

Active participants 115

Signature of

Role Plan administrator
Date 2012-06-26
Name of individual signing SHARON BATTIS
Valid signature Filed with authorized/valid electronic signature
ALLIANCE FINANCIAL SERVICES, INC. 2010 411437277 2011-05-03 ALLIANCE FINANCIAL SERVICES, INC. 138
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522110
Sponsor’s telephone number 6512290070
Plan sponsor’s mailing address 55 E. FIFTH STREET, SUITE 115, ST. PAUL, MN, 55101
Plan sponsor’s address 55 E. FIFTH STREET, SUITE 115, ST. PAUL, MN, 55101

Plan administrator’s name and address

Administrator’s EIN 411437277
Plan administrator’s name ALLIANCE FINANCIAL SERVICES, INC.
Plan administrator’s address 55 E. FIFTH STREET, SUITE 115, ST. PAUL, MN, 55101
Administrator’s telephone number 6512290070

Number of participants as of the end of the plan year

Active participants 122
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of

Role Plan administrator
Date 2011-05-03
Name of individual signing SHARON BATTIS
Valid signature Filed with authorized/valid electronic signature
ALLIANCE FINANCIAL SERVICES, INC. 2009 411437277 2010-06-29 ALLIANCE FINANCIAL SERVICES, INC. 130
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522110
Sponsor’s telephone number 6512290070
Plan sponsor’s mailing address 55 E. FIFTH STREET, SUITE 115, ST. PAUL, MN, 55101
Plan sponsor’s address 55 E. FIFTH STREET, SUITE 115, ST. PAUL, MN, 55101

Plan administrator’s name and address

Administrator’s EIN 411437277
Plan administrator’s name ALLIANCE FINANCIAL SERVICES, INC.
Plan administrator’s address 55 E. FIFTH STREET, SUITE 115, ST. PAUL, MN, 55101
Administrator’s telephone number 6512290070

Number of participants as of the end of the plan year

Active participants 138
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of

Role Plan administrator
Date 2010-06-29
Name of individual signing MICHELLE HOWK
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Philip V Reim Chief Executive Officer 30 7TH ST E STE 230, SAINT PAUL, MN 55101–4914, United States

Agent

Name Role
Mark P Kotzer Agent

Filing

Filing Name Filing date
Annual Reinstatement - Business Corporation (Domestic) 2007-01-18
Administrative Dissolution - Business Corporation (Domestic) 2007-01-08
Business Corporation (Domestic) Restated Articles 2004-08-05
Business Corporation (Domestic) Change of Shares 2004-08-05
Business Corporation (Domestic) Business Name (Business Name: Alliance Financial Services, Inc.) 2003-09-26
Merger - Business Corporation (Domestic) 2000-10-26
Registered Office and/or Agent - Business Corporation (Domestic) 1987-10-26
Original Filing - Business Corporation (Domestic) 1982-01-27
Business Corporation (Domestic) Business Name (Business Name: Farmers and Merchants Financial Services, Inc.) 1982-01-27

Date of last update: 30 Nov 2024

Sources: Minnesota's Official State Website