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Kowalski Financial Inc

Company Details

Name: Kowalski Financial Inc
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 05 Sep 2018 (6 years ago)
Company Number: ffbb7697-2eb1-e811-9165-00155d0deff0
File Number: 1030709900027
Registered Office Address: 13215 35th Ave N, Plymouth, MN 55441, USA
Principal Executive Office Address: 600 Highway 169 South Ste 655, Minneapolis, MN 55426, USA
ZIP code: 55441
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KOWALSKI FINANCIAL INC. 401 (K) PLAN 2023 832944631 2024-05-09 KOWALSKI FINANCIAL INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9522978589
Plan sponsor’s address 600 HIGHWAY 169 SOUTH, SUITE 655, MINNEAPOLIS, MN, 55426

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing TRPC PLAN SERVICES
Valid signature Filed with authorized/valid electronic signature
KOWALSKI FINANCIAL INC. 401 (K) PLAN 2022 832944631 2023-06-21 KOWALSKI FINANCIAL INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9522978589
Plan sponsor’s address 600 HIGHWAY 169 SOUTH, SUITE 655, MINNEAPOLIS, MN, 55426

Signature of

Role Plan administrator
Date 2023-06-21
Name of individual signing TRPC PLAN SERVICES
Valid signature Filed with authorized/valid electronic signature
KOWALSKI FINANCIAL INC. 401 (K) PLAN 2021 832944631 2022-07-07 KOWALSKI FINANCIAL INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9522978589
Plan sponsor’s address 600 HIGHWAY 169 SOUTH, SUITE 655, MINNEAPOLIS, MN, 55426

Signature of

Role Plan administrator
Date 2022-07-07
Name of individual signing TRPC SPONSOR SERVICES
Valid signature Filed with authorized/valid electronic signature
KOWALSKI FINANCIAL INC. 401 (K) PLAN 2020 832944631 2021-07-07 KOWALSKI FINANCIAL INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9522978589
Plan sponsor’s address 600 HIGHWAY 169 SOUTH, SUITE 655, MINNEAPOLIS, MN, 55426

Signature of

Role Plan administrator
Date 2021-07-07
Name of individual signing CHERYL GOETTIG
Valid signature Filed with authorized/valid electronic signature
KOWALSKI FINANCIAL INC. 401 (K) PLAN 2019 832944631 2020-07-10 KOWALSKI FINANCIAL INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9522978589
Plan sponsor’s address 600 HIGHWAY 169 SOUTH, SUITE 655, MINNEAPOLIS, MN, 55426

Signature of

Role Plan administrator
Date 2020-07-10
Name of individual signing CHERYL GOETTIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-10
Name of individual signing CHERYL GOETTIG
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Marc Kowalski Chief Executive Officer 600 Highway 169 South Ste 655, Minneapolis, MN 55426, USA

Agent

Name Role
Marc R Kowalski Agent

Filing

Filing Name Filing date
Annual Reinstatement - Business Corporation (Domestic) 2023-02-07
Administrative Dissolution - Business Corporation (Domestic) 2023-01-26
Original Filing - Business Corporation (Domestic) (Business Name: Kowalski Financial Inc) 2018-09-05

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website