Heartman Agency, Inc.

Rochester, MN

Montana

Registered In

09/19/2005

Incorp. Date

Foreign

Registration Type

Minnesota

Foreign Jurisdiction

Company Summary

Heartman Agency, Inc. in Rochester, MN was registered on 09/19/2005. It is listed at 1635 Greenview Dr Sw, Rochester, Mn 55902.

Corporation Service Company Registered Agent

26 W SIXTH AVE, HELENA, MT 59624

1635 GREENVIEW DR SW, ROCHESTER, MN 55902 (Mailing) View Map

Form 5500

1635 Greenview Drive Southwest, Rochester, Mn 55902 (507) 288-3834 EIN:41-0944000 Plan Admin:Lisabeth Manning

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY71 / 0 Assets BOY/EOY$7,102,152 / $0	2023	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	71 / 0	$7,102,152 / $0
2022	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY77 / 70 Assets BOY/EOY$8,179,520 / $7,102,152	2022	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	77 / 70	$8,179,520 / $7,102,152
2021	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY76 / 76 Assets BOY/EOY$6,738,246 / $8,179,520	2021	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	76 / 76	$6,738,246 / $8,179,520
2020	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY80 / 76 Assets BOY/EOY$5,602,171 / $6,738,246	2020	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	80 / 76	$5,602,171 / $6,738,246
2019	Plan NameHEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST Plan #001 Participants BOY/EOY63 / 79 Assets BOY/EOY$4,459,341 / $5,602,171	2019	HEARTMAN AGENCY, INC. 401(K) PLAN AND TRUST - Plan #001	63 / 79	$4,459,341 / $5,602,171

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1635 Greenview Dr SW, ROCHESTER, MN 55902-4215 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$746,200 Forgiven$751,693 LenderMerchants Bank, National Association Jobs54	04/07/2020	$746,200	$751,693	Merchants Bank, National Association	54

PPP Loans based on Paycheck Protection Program.

Address Match:1635 Greenview Dr Sw Rochester, MN

Heartman Agency, Inc. Registered in Minnesota	Rochester, MN		View Report
Heartman Insurance Registered in Minnesota	Rochester, MN		View Report

Related Business Names:

Al Heartman Agency, Inc. Registered in Missouri	Jefferson City, MO Rochester, MN		View Report

Street Match:Greenview Dr Sw Rochester, MN

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The following government agencies have contributed data:

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

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