Bentz, Whaley, Flessner and Associates, Inc.

Missouri
Registered In
03/08/2010
Incorp. Date
Foreign
Registration Type
Minnesota
Foreign Jurisdiction

Company Summary

Bentz, Whaley, Flessner and Associates, Inc. in Bloomington, MN lists Joshua Birkholz, and Katrina Klaproth, of Bloomington, MN

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Minnesota
Company Type
Gen. Business - for Profit
Status
Good Standing
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C T Corporation System Registered Agent
120 S CENTRAL AVE, CLAYTON, MO 63105
Joshua Birkholz, President
7900 XERXES AVE S STE 980, BLOOMINGTON, MN 55431
Katrina Klaproth, Director
7900 XERXES AVE S STE 980, BLOOMINGTON, MN 55431
Joshua Birkholz, Director
7900 XERXES AVE S STE 980, BLOOMINGTON, MN 55431
Mark Marshall, Director
7900 XERXES AVE S STE 980, BLOOMINGTON, MN 55431
Mark Marshall, Secretary
7900 XERXES AVE S STE 980, BLOOMINGTON, MN 55431
Katrina Klaproth, Treasurer
7900 XERXES AVE S STE 980, BLOOMINGTON, MN 55431
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7900 XERXES AVE S STE 980, BLOOMINGTON, MN 55431 View Map
7251 OHMS LN, MINNEAPOLIS, MN 55439 (Mailing) View Map
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Financial Information for Bentz, Whaley, Flessner and Associates, Inc.

Form 5500

BENTZ WHALEY FLESSNER AND ASSOCIATES, INC.

7900 Xerxes Avenue South Suite 980, Bloomington, Mn 55431 (952) 921-0111 EIN:41-1456835 Plan Admin:Craig Alvarez
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBWF 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY102 / 107 Assets BOY/EOY$6,775,055 / $8,481,346 2023 BWF 401K PROFIT SHARING PLAN - Plan #001 102 / 107 $6,775,055 / $8,481,346
2022 Plan NameBWF 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY77 / 99 Assets BOY/EOY$8,137,259 / $6,775,055 2022 BWF 401K PROFIT SHARING PLAN - Plan #001 77 / 99 $8,137,259 / $6,775,055
2021 Plan NameBWF 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY63 / 76 Assets BOY/EOY$6,459,444 / $8,137,259 2021 BWF 401K PROFIT SHARING PLAN - Plan #001 63 / 76 $6,459,444 / $8,137,259
2020 Plan NameBWF 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY61 / 63 Assets BOY/EOY$5,337,858 / $6,459,444 2020 BWF 401K PROFIT SHARING PLAN - Plan #001 61 / 63 $5,337,858 / $6,459,444
2020 Plan NameBENTZ WHALEY FLESSNER AND ASSOCIATES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY23 / 0 Assets BOY/EOY$1,442,435 / $0 2020 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. CASH BALANCE PLAN - Plan #003 23 / 0 $1,442,435 / $0
2019 Plan NameBENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY67 / 61 Assets BOY/EOY$7,797,644 / $5,337,858 2019 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 67 / 61 $7,797,644 / $5,337,858
2019 Plan NameBENTZ WHALEY FLESSNER AND ASSOCIATES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY28 / 23 Assets BOY/EOY$1,355,281 / $1,442,435 2019 BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. CASH BALANCE PLAN - Plan #003 28 / 23 $1,355,281 / $1,442,435
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BENTZ WHALEY FLESSNER AND ASSOCIATES INC.

7900 Xerxes Ave S Ste 980, Minneapolis, MN 55431-1123 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
02/05/2021 Approved$861,000 Forgiven$868,265 LenderOld National Bank Jobs46 02/05/2021 $861,000 $868,265 Old National Bank 46
04/10/2020 Approved$966,000 Forgiven$974,760 LenderOld National Bank Jobs43 04/10/2020 $966,000 $974,760 Old National Bank 43
PPP Loans based on Paycheck Protection Program.
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Bentz, Whaley, Flessner and Associates, Inc. Registered in Massachusetts
Norwell, MA Bloomington, MN View Report
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Bismarck, ND Minneapolis, MN View Report
Bloomington, MN Saint Paul, MN View Report
Columbus, OH Minneapolis, MN View Report
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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration
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