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  5. NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION

NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION

Company Details

Name: NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION
Jurisdiction: Colorado
Legal type: Domestic nonprofit corporation
Status: Good Standing
Date of registration: 18 Aug 1972 (52 years ago)
Entity Number: 19871246186
ZIP code: 80202
County: Denver County
Place of Formation: COLORADO
Principal Address: 1550 Market St Suite 475 Denver CO 80202 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2023 840632115 2024-10-07 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-10-01
Business code 611000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET, SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 403(B) PLAN 2023 840632115 2024-09-24 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 49
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2024-09-24
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2022 840632115 2023-09-26 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-10-01
Business code 611000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET, SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2023-09-26
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 403(B) PLAN 2022 840632115 2023-10-12 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 42
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2021 840632115 2022-09-23 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-10-01
Business code 611000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET, SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2022-09-23
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 403(B) PLAN 2021 840632115 2022-07-21 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 37
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET, SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2022-07-20
Name of individual signing BILLY J. HENSLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-21
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2020 840632115 2021-10-13 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-10-01
Business code 611000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET, SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 403(B) PLAN 2020 840632115 2021-09-23 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 43
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1996-01-01
Business code 813000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET, SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2021-09-23
Name of individual signing BILLY J HENSLEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-02
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2019 840632115 2020-10-09 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-10-01
Business code 611000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1550 MARKET STREET, SUITE 475, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature
NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION PENSION PLAN 2018 840632115 2019-10-03 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-10-01
Business code 611000
Sponsor’s telephone number 3037416333
Plan sponsor’s address 1331 17TH STREET, SUITE 1200, DENVER, CO, 80202

Signature of
Role Plan administrator
Date 2019-10-03
Name of individual signing JOANNE FLORES MOSES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Billy J Hensley Agent 1550 Market Street Suite 475 Denver CO 80202 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241903426 File Report 2024-08-26 2024-08-26 No data Change in registered agent information
20231818880 File Report 2023-08-03 2023-08-03 No data No data
20228004258 File Report 2022-10-13 2022-10-13 No data Principal address changed
20211953802 File Report 2021-10-19 2021-10-19 No data No data
20201767663 File Report 2020-09-01 2020-09-01 No data Change of Registered Agent Address
20201622334 Statement of Change Changing the Principal Office Address 2020-07-22 2020-08-01 No data Principal address changed;
20191582730 File Report 2019-07-23 2019-07-23 No data No data
20181578255 File Report 2018-07-24 2018-07-24 No data Change of Registered Agent
20171554905 File Report 2017-07-24 2017-07-24 No data No data
20161664204 File Report 2016-09-29 2016-09-29 No data No data

Related by officers

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Related by address

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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