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  5. STEVENS, FOSTER FINANCIAL SERVICES, INC.

STEVENS, FOSTER FINANCIAL SERVICES, INC.

Company Details

Name: STEVENS, FOSTER FINANCIAL SERVICES, INC.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 04 Apr 1988 (37 years ago)
Company Number: 8abc315a-9ad4-e011-a886-001ec94ffe7f
File Number: 5W-939
Registered Office Address: 7901 Xerxes Avenue South, STE 325, Bloomington, MN 55431, USA
Principal Executive Office Address: STE 1800, 7900 XERXES AVE S, BLOOMINGTON, MN 55431–1105, USA
ZIP code: 55431
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEVENS, FOSTER 401(K) PLAN 2014 411614532 2015-07-27 STEVENS, FOSTER FINANCIAL SERVICES, INC. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9528434200
Plan sponsor’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2015-07-27
Name of individual signing PHILIP BERGSTROM
Valid signature Filed with authorized/valid electronic signature
STEVENS, FOSTER 401(K) PLAN 2013 411614532 2014-07-10 STEVENS, FOSTER FINANCIAL SERVICES, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9528434200
Plan sponsor’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2014-07-10
Name of individual signing PHILIP BERGSTROM
Valid signature Filed with authorized/valid electronic signature
STEVENS, FOSTER 401(K) PLAN 2012 411614532 2013-07-10 STEVENS, FOSTER FINANCIAL SERVICES, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9528434200
Plan sponsor’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431

Signature of
Role Plan administrator
Date 2013-07-10
Name of individual signing PHILIP BERGSTROM
Valid signature Filed with authorized/valid electronic signature
STEVENS, FOSTER 401(K) PLAN TRUST 2011 411614532 2012-07-12 STEVENS, FOSTER FINANCIAL SERVICES, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9528434200
Plan sponsor’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431

Plan administrator’s name and address
Administrator’s EIN 411614532
Plan administrator’s name STEVENS, FOSTER FINANCIAL SERVICES, INC.
Plan administrator’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431
Administrator’s telephone number 9528434200

Signature of
Role Plan administrator
Date 2012-07-12
Name of individual signing PHILIP BERGSTROM
Valid signature Filed with authorized/valid electronic signature
STEVENS, FOSTER 401(K) PLAN TRUST 2010 411614532 2011-07-21 STEVENS, FOSTER FINANCIAL SERVICES, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9528434216
Plan sponsor’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431

Plan administrator’s name and address
Administrator’s EIN 411614532
Plan administrator’s name STEVENS, FOSTER FINANCIAL SERVICES, INC.
Plan administrator’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431
Administrator’s telephone number 9528434216

Signature of
Role Plan administrator
Date 2011-07-21
Name of individual signing PHILIP BERGSTROM
Valid signature Filed with authorized/valid electronic signature
STEVENS, FOSTER 401(K) PLAN TRUST 2009 411614532 2010-09-09 STEVENS, FOSTER FINANCIAL SERVICES, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9528434216
Plan sponsor’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431

Plan administrator’s name and address
Administrator’s EIN 411614532
Plan administrator’s name STEVENS, FOSTER FINANCIAL SERVICES, INC.
Plan administrator’s address 7901 XERXES AVE. S, SUITE 325, BLOOMINGTON, MN, 55431
Administrator’s telephone number 9528434216

Signature of
Role Plan administrator
Date 2010-09-09
Name of individual signing PHILIP BERGSTROM
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
William H Stevens Chief Executive Officer STE 1800, 7900 XERXES AVE S, BLOOMINGTON, MN 55431–1105, USA

Agent

Name Role
William H Stevens Agent

Filing

Filing Name Filing date
Merger Survivor - Business Corporation (Domestic) 2015-09-15
Business Corporation (Domestic) Restated Articles 2004-01-12
Business Corporation (Domestic) Business Name (Business Name: STEVENS, FOSTER FINANCIAL SERVICES, INC.) 2004-01-12
Business Corporation (Domestic) Business Name (Business Name: Stevens, Foster Financial Services, Inc.) 1995-06-15
Amendment - Business Corporation (Domestic) 1994-04-06
Registered Office and/or Agent - Business Corporation (Domestic) 1994-03-21
Original Filing - Business Corporation (Domestic) 1988-04-04
Business Corporation (Domestic) Business Name (Business Name: Stevens, Foster & Company, Inc.) 1988-04-04

Related by officers

William H Stevens

S&F Financial Services

Related by address

7901 Xerxes Avenue South, STE 325, Bloomington, MN 55431, USA

S & F Financial Services, Inc. Stevens, Foster Tax Services, Inc.

Date of last update: 03 Oct 2024

Sources: Minnesota's Official State Website

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