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  5. TAGGART & ASSOCIATES, INC.

TAGGART & ASSOCIATES, INC.

Headquarter

Company Details

Name: TAGGART & ASSOCIATES, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 29 Sep 1965 (59 years ago)
Entity Number: 19871216182
ZIP code: 80301
County: Boulder County
Place of Formation: COLORADO
Principal Address: 1680 38th Street Suite 110 Boulder CO 80301 US

Links between entities

Type Company Name Company Number State
Headquarter of TAGGART & ASSOCIATES, INC., IDAHO 4296101 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAGGART & ASSOCIATES, INC 401(K) PLAN 2019 840562640 2020-03-09 TAGGART & ASSOCIATES, INC 32
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s address 1680 38TH STREET, STE 110, BOULDER, CO, 80301

Signature of
Role Plan administrator
Date 2020-03-09
Name of individual signing MICHAEL TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES, INC 401(K) PLAN 2018 840562640 2019-10-10 TAGGART & ASSOCIATES, INC 34
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s address 1680 38TH STREET, STE 110, BOULDER, CO, 80301

Signature of
Role Plan administrator
Date 2019-10-10
Name of individual signing MICHAEL TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES, INC 401(K) PLAN 2017 840562640 2018-07-31 TAGGART & ASSOCIATES, INC 33
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s address 1680 38TH STREET, STE 110, BOULDER, CO, 80301

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing MICHAEL TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES, INC 401(K) PLAN 2016 840562640 2017-09-21 TAGGART & ASSOCIATES, INC 31
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s address 7100 E. BELLEVIEW AVE., SUITE 300, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 840562640
Plan administrator’s name TAGGART & ASSOCIATES, INC
Plan administrator’s address P.O. BOX 147, BOULDER, CO, 80306
Administrator’s telephone number 3034421484

Signature of
Role Plan administrator
Date 2017-09-21
Name of individual signing MICHAEL TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES, INC 401(K) PLAN 2015 840562640 2016-08-29 TAGGART & ASSOCIATES, INC 25
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s address 7100 E. BELLEVIEW AVE., SUITE 300, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 840562640
Plan administrator’s name TAGGART & ASSOCIATES, INC
Plan administrator’s address P.O. BOX 147, BOULDER, CO, 80306
Administrator’s telephone number 3034421484

Signature of
Role Plan administrator
Date 2016-08-29
Name of individual signing MICHAEL TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES MONEY PURCHASE PENSION PLAN 2015 840562640 2016-05-09 TAGGART & ASSOCIATES, INC. 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s address 1600 CANYON BLVD, PO BOX 147, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2016-05-09
Name of individual signing MICHAEL D. TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 840562640 2016-10-11 TAGGART & ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-12-31
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s mailing address 1600 CANYON BLVD., P.O. BOX 147, BOULDER, CO, 803060147
Plan sponsor’s address 1600 CANYON BLVD, BOULDER, CO, 803060147

Number of participants as of the end of the plan year
Active participants 21
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2016-10-11
Name of individual signing MICHAEL D. TAGGART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-11
Name of individual signing MICHAEL D. TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES MONEY PURCHASE PENSION PLAN 2014 840562640 2015-07-27 TAGGART & ASSOCIATES, INC. 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s address 1600 CANYON BLVD, PO BOX 147, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2015-07-27
Name of individual signing MICHAEL D. TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 840562640 2015-10-14 TAGGART & ASSOCIATES, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1970-12-31
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s mailing address 1600 CANYON BLVD., P.O. BOX 147, BOULDER, CO, 803060147
Plan sponsor’s address 1600 CANYON BLVD, BOULDER, CO, 803060147

Number of participants as of the end of the plan year
Active participants 23
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 23
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing MICHAEL D. TAGGART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-14
Name of individual signing MICHAEL D. TAGGART
Valid signature Filed with authorized/valid electronic signature
TAGGART & ASSOCIATES MONEY PURCHASE PENSION PLAN 2013 840562640 2014-10-01 TAGGART & ASSOCIATES, INC. 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 3034421484
Plan sponsor’s address 1600 CANYON BLVD, PO BOX 147, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2014-10-01
Name of individual signing MICHAEL D. TAGGART
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241911960 File Report 2024-08-27 2024-08-27 No data Change in registered agent information
20238187707 File Report 2023-11-10 2023-11-10 No data Principal address changed
20228104723 File Report 2022-11-10 2022-11-10 No data Principal address changed, Change in registered agent information
20218091310 File Report 2021-11-21 2021-11-21 No data Removed entity mailing address;
20201962696 File Report 2020-11-06 2020-11-06 No data No data
20191820882 File Report 2019-10-14 2019-10-14 No data No data
20181930222 File Report 2018-11-28 2018-11-28 No data No data
20181867584 Statement of Change Changing the Registered Agent Information 2018-11-01 2018-11-01 No data Registered agent information changed;Removed agent mailing address;
20181764517 Amend and Restate Articles of Incorporation for a Profit Corporation 2018-09-26 2018-09-26 No data No data
20171911801 File Report 2017-12-06 2017-12-06 No data Change of Registered Agent Address / Change of Entity Address

Related by officers

No related officers

Related by address

1680 38th Street Suite 110 Boulder CO 80301 US

SPRING RESEARCH, INC. LEISURE TRENDS, INC.

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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