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  5. VALTINSON FINANCIAL GROUP LLC

VALTINSON FINANCIAL GROUP LLC

Company Details

Name: VALTINSON FINANCIAL GROUP LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 12 Oct 2015 (9 years ago)
Company Number: c1979ebd-1471-e511-b14d-001ec94ffe7f
File Number: 846166800027
Registered Office Address: 388 Cleveland Ave SW, New Brighton, MN 55112, USA
Principal Executive Office Address: 388 Cleveland Ave. SW, new brighton, MN 55112–5511, USA
ZIP code: 55112
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VALTINSON FINANCIAL GROUP LLC 401K 2023 475299907 2024-07-04 VALTINSON FINANCIAL GROUP LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 6516289832
Plan sponsor’s address 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112

Signature of
Role Plan administrator
Date 2024-07-04
Name of individual signing LAURIS VALTINSON
Valid signature Filed with authorized/valid electronic signature
VALTINSON FINANCIAL GROUP LLC 401K 2022 475299907 2023-07-17 VALTINSON FINANCIAL GROUP LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 6516289832
Plan sponsor’s address 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing LAURIS VALTINSON
Valid signature Filed with authorized/valid electronic signature
VALTINSON FINANCIAL GROUP LLC 401K 2021 475299907 2022-07-26 VALTINSON FINANCIAL GROUP LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 6516289832
Plan sponsor’s address 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing LAURIS VALTINSON
Valid signature Filed with authorized/valid electronic signature
VALTINSON FINANCIAL GROUP LLC 401K 2020 475299907 2021-08-05 VALTINSON FINANCIAL GROUP LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 6516289832
Plan sponsor’s address 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112

Signature of
Role Plan administrator
Date 2021-08-05
Name of individual signing LAURIS VALTINSON
Valid signature Filed with authorized/valid electronic signature
VALTINSON FINANCIAL GROUP LLC 401K 2019 475299907 2020-08-18 VALTINSON FINANCIAL GROUP LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 6516289832
Plan sponsor’s address 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112

Signature of
Role Plan administrator
Date 2020-08-18
Name of individual signing LAURIS VALTINSON
Valid signature Filed with authorized/valid electronic signature
VALTINSON FINANCIAL GROUP LLC 401K 2018 475299907 2019-07-29 VALTINSON FINANCIAL GROUP LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 6516289832
Plan sponsor’s address 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing LAURIS VALTINSON
Valid signature Filed with authorized/valid electronic signature
VALTINSON FINANCIAL GROUP LLC 401K 2017 475299907 2018-06-12 VALTINSON FINANCIAL GROUP LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 6516289832
Plan sponsor’s address 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112

Signature of
Role Plan administrator
Date 2018-06-12
Name of individual signing LAURIS VALTINSON
Valid signature Filed with authorized/valid electronic signature
VALTINSON FINANCIAL GROUP LLC 401K 2016 475299907 2017-06-03 VALTINSON FINANCIAL GROUP LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 6516289832
Plan sponsor’s address 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112

Signature of
Role Plan administrator
Date 2017-06-03
Name of individual signing LAURIS VALTINSON
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Lauris Valtinson Manager 388 Cleveland Ave. SW, New Brighton, MN 55112, USA

Filing

Filing Name Filing date
Registered Office and/or Agent - Limited Liability Company (Domestic) 2022-06-23
Original Filing - Limited Liability Company (Domestic) (Business Name: VALTINSON FINANCIAL GROUP LLC) 2015-10-12

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388 Cleveland Ave. SW, new brighton, MN 55112–5511, USA

VALTINSON DAHL INSURANCE AGENCY LLC

Date of last update: 27 Sep 2024

Sources: Minnesota's Official State Website

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