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  5. Liberty Financial Services of St. Cloud, Inc.

Liberty Financial Services of St. Cloud, Inc.

Company Details

Name: Liberty Financial Services of St. Cloud, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 22 Nov 1988 (36 years ago)
Company Number: b07dd48c-aad4-e011-a886-001ec94ffe7f
File Number: 6C-875
Registered Office Address: 2842 2nd Street S, Saint Cloud, MN 56301, USA
Principal Executive Office Address: 2842 2ND STREET S, PO BOX 40, SAINT CLOUD, MN 56302–0040, US
ZIP code: 56301
County: Stearns County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2023 411628151 2024-10-11 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 71
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 2842 2ND STREET SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 47
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 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 3

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2022 411628151 2023-10-13 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 55
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 2842 2ND STREET SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 48
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 23
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 65
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 2023-10-13
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2021 411628151 2022-10-11 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 51
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 2842 2ND STREET SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 47
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 45
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 2022-10-11
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2020 411628151 2021-10-09 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 53
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 2842 2ND STREET SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 41
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 10
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 46
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2021-10-09
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2019 411628151 2020-10-13 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 59
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 111 SEVENTH AVENUE SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 42
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 0
Number of participants with account balances as of the end of the plan year 52
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2018 411628151 2019-10-14 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 61
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 111 SEVENTH AVENUE SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 47
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 12
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 2019-10-14
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2017 411628151 2018-10-12 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 45
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 111 SEVENTH AVENUE SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 48
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 51
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2016 411628151 2017-10-10 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 45
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 111 SEVENTH AVENUE SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 35
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 10
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 43
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2017-10-10
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2015 411628151 2016-10-10 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 46
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 111 SEVENTH AVENUE SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 35
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 10
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 42
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 5

Signature of
Role Plan administrator
Date 2016-10-10
Name of individual signing ROBIN GOHMAN
Valid signature Filed with authorized/valid electronic signature
LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 401(K) PLAN & TRUST 2014 411628151 2015-05-26 LIBERTY FINANCIAL SERVICES OF ST. CLOUD, INC. 40
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-02-05
Business code 522120
Sponsor’s telephone number 3202522841
Plan sponsor’s mailing address P.O. BOX 40, ST. CLOUD, MN, 56301
Plan sponsor’s address 111 SEVENTH AVENUE SOUTH, ST. CLOUD, MN, 56301

Number of participants as of the end of the plan year
Active participants 39
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 46
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2015-05-26
Name of individual signing KEVEN DUNLAP
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Daniel J Miller Chief Executive Officer 2842 2ND STREET S, PO BOX 40, SAINT CLOUD, MN 56302–0040, US

Filing

Filing Name Filing date
Merger - Business Corporation (Domestic) 1995-01-25
Business Corporation (Domestic) Change of Shares 1995-01-25
Registered Office and/or Agent - Business Corporation (Domestic) 1994-09-14
Business Corporation (Domestic) Restated Articles 1994-09-14
Business Corporation (Domestic) Business Name (Business Name: Liberty Financial Services of St. Cloud, Inc.) 1994-09-14
Original Filing - Business Corporation (Domestic) 1988-11-22
Business Corporation (Domestic) Business Name (Business Name: Liberty Financial Services of Saint Cloud, Inc.) 1988-11-22

Related by officers

Daniel J Miller

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Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website

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