Berger Financial Group, Inc.

Vermont
Registered In
12/18/2018
Incorp. Date
Foreign
Registration Type
Minnesota
Foreign Jurisdiction

Company Summary

Berger Financial Group, Inc. at 1695 State Hwy 169, Plymouth, Mn 55441 lists Nick Asmus and Mark Berger of Plymouth, MN as the associates.

Registered In
Vermont
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Minnesota
Company Type
Foreign Profit Corporation
Status
Active
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Cogency Global Inc. Registered Agent
209 ROUTE 35, ATHENS, VT 05143
Nick Asmus President
1695 STATE HWY 169, PLYMOUTH, MN 55441
Mark Berger Director
1695 STATE HWY 169, PLYMOUTH, MN 55441
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1695 STATE HWY 169, PLYMOUTH, MN 55441 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Bell Wealth Management
Plymouth, MN

Financial Information for Berger Financial Group, Inc.

Form 5500

BERGER FINANCIAL GROUP, INC.

1695 State Highway 169, Plymouth, Mn 55441 (763) 999-5575 EIN:41-1856827 Plan Admin:April Bortscheller
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameBERGER FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY51 / 61 Assets BOY/EOY$4,068,043 / $3,694,794 2022 BERGER FINANCIAL GROUP 401(K) PLAN - Plan #001 51 / 61 $4,068,043 / $3,694,794
2022 Plan NameBERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY51 / 68 Assets BOY/EOY$0 / $0 2022 BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 51 / 68 $0 / $0
2021 Plan NameBERGER FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY44 / 51 Assets BOY/EOY$3,237,526 / $4,068,043 2021 BERGER FINANCIAL GROUP 401(K) PLAN - Plan #001 44 / 51 $3,237,526 / $4,068,043
2021 Plan NameBERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY42 / 49 Assets BOY/EOY$0 / $0 2021 BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 42 / 49 $0 / $0
2020 Plan NameBERGER FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY41 / 42 Assets BOY/EOY$2,534,934 / $3,237,526 2020 BERGER FINANCIAL GROUP 401(K) PLAN - Plan #001 41 / 42 $2,534,934 / $3,237,526
2020 Plan NameBERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY41 / 40 Assets BOY/EOY$0 / $0 2020 BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 41 / 40 $0 / $0
2019 Plan NameBERGER FINANCIAL GROUP 401(K) PLAN Plan #001 Participants BOY/EOY44 / 42 Assets BOY/EOY$1,913,933 / $2,534,934 2019 BERGER FINANCIAL GROUP 401(K) PLAN - Plan #001 44 / 42 $1,913,933 / $2,534,934
2019 Plan NameBERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY37 / 40 Assets BOY/EOY$0 / $0 2019 BERGER FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002 37 / 40 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BERGER FINANCIAL GROUP, INC.

1695 Highway 169, MINNEAPOLIS, MN 55441-4250 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$690,900 Forgiven$694,919 LenderNorth American Banking Company Jobs40 04/04/2020 $690,900 $694,919 North American Banking Company 40
PPP Loans based on Paycheck Protection Program.
Address Match:1695 State Hwy 169 Plymouth, MN
Berger Financial Group, Inc. Registered in Minnesota
Plymouth, MN View Report
Bell Wealth Management Registered in Vermont
Athens, VT Plymouth, MN View Report
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Person/City Match:Nick Asmus - Plymouth, MN
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Street Match:State Hwy 169 Plymouth, MN
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The following government agencies have contributed data:

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