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Zick Business Advisors, Inc.

Company Details

Name: Zick Business Advisors, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 31 Jul 1972 (52 years ago)
Entity Number: 19871271416
ZIP code: 80112
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 16 Inverness Pl E Bldg C Englewood CO 80112 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ZICK BUSINESS ADVISORS ,INC. ESOP 2013 840625486 2015-04-14 ZICK BUSINESS ADVISORS, INC 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1999-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841549419
Plan administrator’s name ERIC J. RANSICK AND GREGORY S. ZICK CO-TRUSTEES AND ADMINISRATORS
Plan administrator’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 6
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 7
ZICK BUSINESS ADVISORS INC. SAFE HARBOR 401K 2013 840625486 2015-01-29 ZICK BUSINESS ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PLACE EAST, BUILDING C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PLACE EAST, BUILDING C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841287737
Plan administrator’s name LUCAS DENBERG & MATTHEW RANSICK
Plan administrator’s address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 7
ZICK BUSINESS ADVISORS ,INC. ESOP 2012 840625486 2014-04-10 ZICK BUSINESS ADVISORS, INC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1999-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841549419
Plan administrator’s name ERIC J. RANSICK AND GREGORY S. ZICK CO-TRUSTEES AND ADMINISRATORS
Plan administrator’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 6
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 7

Signature of

Role Plan administrator
Date 2014-04-11
Name of individual signing ERIC J RANSICK
Valid signature Filed with authorized/valid electronic signature
ZICK BUSINESS ADVISORS INC. SAFE HARBOR 401K 2012 840625486 2013-12-02 ZICK BUSINESS ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PLACE EAST, BUILDING C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PLACE EAST, BUILDING C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841287737
Plan administrator’s name LUCAS DENBERG & MATTHEW RANSICK
Plan administrator’s address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 7

Signature of

Role Plan administrator
Date 2013-11-26
Name of individual signing LUCAS DENBERG
Valid signature Filed with authorized/valid electronic signature
ZICK BUSINESS ADVISORS ,INC. ESOP 2011 840625486 2013-04-10 ZICK BUSINESS ADVISORS, INC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1999-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841549419
Plan administrator’s name ERIC J. RANSICK AND GREGORY S. ZICK CO-TRUSTEES AND ADMINISRATORS
Plan administrator’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 6
Retired or separated participants receiving benefits 0
Number of participants with account balances as of the end of the plan year 6

Signature of

Role Plan administrator
Date 2013-04-10
Name of individual signing ERIC J RANSICK
Valid signature Filed with authorized/valid electronic signature
ZICK RANSICK JULIAN WEISS & ASSOCIATES INC. SAFE HBR 401 K PLAN 2011 840625486 2013-01-10 ZICK BUSINESS ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PLACE EAST, BUILDING C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PLACE EAST, BUILDING C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841287737
Plan administrator’s name CAROLYN J. JULIAN
Plan administrator’s address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 8

Signature of

Role Plan administrator
Date 2013-01-08
Name of individual signing CAROLYN J. JULIAN
Valid signature Filed with authorized/valid electronic signature
ZICK BUSINESS ADVISORS ,INC. ESOP 2010 840625486 2012-04-09 ZICK BUSINESS ADVISORS, INC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1999-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841549419
Plan administrator’s name ERIC J. RANSICK AND GREGORY S. ZICK CO-TRUSTEES AND ADMINISRATORS
Plan administrator’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 6
Retired or separated participants receiving benefits 2
Number of participants with account balances as of the end of the plan year 8

Signature of

Role Plan administrator
Date 2012-04-09
Name of individual signing ERIC J RANSICK
Valid signature Filed with authorized/valid electronic signature
ZICK RANSICK JULIAN WEISS & ASSOCIATES INC. SAFE HBR 401 K PLAN 2010 840625486 2012-01-16 ZICK BUSINESS ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841287737
Plan administrator’s name CAROLYN J. JULIAN
Plan administrator’s address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 7

Signature of

Role Plan administrator
Date 2012-01-13
Name of individual signing CAROLYN J. JULIAN
Valid signature Filed with authorized/valid electronic signature
ZICK BUSINESS ADVISORS ,INC. ESOP 2009 840625486 2011-04-12 ZICK BUSINESS ADVISORS, INC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1999-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841549419
Plan administrator’s name ERIC J. RANSICK AND GREGORY S. ZICK CO-TRUSTEES AND ADMINISRATORS
Plan administrator’s address 16 INVERNESS PL E BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 6
Retired or separated participants receiving benefits 2
Number of participants with account balances as of the end of the plan year 8

Signature of

Role Plan administrator
Date 2011-04-11
Name of individual signing GREGORY S. ZICK
Valid signature Filed with authorized/valid electronic signature
ZICK RANSICK JULIAN WEISS & ASSOCIATES INC. SAFE HBR 401 K PLAN 2009 840625486 2011-01-24 ZICK BUSINESS ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-07-01
Business code 541211
Sponsor’s telephone number 3037589167
Plan sponsor’s mailing address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112
Plan sponsor’s address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112

Plan administrator’s name and address

Administrator’s EIN 841287737
Plan administrator’s name CAROLYN J. JULIAN
Plan administrator’s address 16 INVERNESS PLACE EAST BLDG C, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3037589167

Number of participants as of the end of the plan year

Active participants 7
Retired or separated participants receiving benefits 1

Signature of

Role Plan administrator
Date 2011-01-18
Name of individual signing CAROLYN J. JULIAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Eric James Ransick Agent 16 Inverness Pl E Bldg C Englewood CO 80112 US

Licenses

Number Status Type Date Last renew date End date Address
6716 Active FRM 1994-06-29 2023-09-01 2026-08-31 Englewood CO 80112

Transaction History

Transaction ID Type Date Effective date Name Comment
20241689386 File Report 2024-06-26 2024-06-26 No data Principal address changed, Change in registered agent information
20231672275 File Report 2023-06-26 2023-06-26 No data Principal address changed, Change in registered agent information
20221604040 File Report 2022-06-23 2022-06-23 No data No data
20211689158 File Report 2021-07-27 2021-07-27 No data No data
20201559307 File Report 2020-06-26 2020-06-26 No data No data
20191778357 File Report 2019-09-26 2019-09-26 No data No data
20181502332 File Report 2018-06-25 2018-06-25 No data No data
20171546127 File Report 2017-07-21 2017-07-21 No data No data
20161530993 File Report 2016-08-03 2016-08-03 No data No data
20151528868 File Report 2015-08-18 2015-08-18 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State