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THE COLORADO TRUST

Company Details

Name: THE COLORADO TRUST
Jurisdiction: Colorado
Legal type: Domestic nonprofit corporation
Status: Good Standing
Date of registration: 07 Jun 1985 (40 years ago)
Entity Number: 19871624857
ZIP code: 80203
County: Denver County
Place of Formation: COLORADO
Principal Address: 1600 N Sherman St Denver CO 80203 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2023 840994055 2024-05-15 THE COLORADO TRUST 80
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 813000
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2024-05-15
Name of individual signing TAYLOR SCHAFBUCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-15
Name of individual signing TAYLOR SCHAFBUCH
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST 403(B) PLAN 2023 840994055 2024-05-15 THE COLORADO TRUST 67
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 624200
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2024-05-15
Name of individual signing TAYLOR SCHAFBUCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-15
Name of individual signing TAYLOR SCHAFBUCH
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST 403(B) PLAN 2022 840994055 2023-09-29 THE COLORADO TRUST 74
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 624200
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2023-09-29
Name of individual signing TAYLOR SCHAFBUCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-29
Name of individual signing TAYLOR SCHAFBUCH
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2022 840994055 2023-09-29 THE COLORADO TRUST 81
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 813000
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2023-09-29
Name of individual signing TAYLOR SCHAFBUCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-29
Name of individual signing TAYLOR SCHAFBUCH
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST 403(B) PLAN 2021 840994055 2022-05-31 THE COLORADO TRUST 66
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 624200
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2022-05-31
Name of individual signing CAROLYN S HOMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-31
Name of individual signing CAROLYN S HOMER
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2021 840994055 2022-06-02 THE COLORADO TRUST 73
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 813000
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2022-06-02
Name of individual signing CAROLYN S HOMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-02
Name of individual signing CAROLYN S HOMER
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST 403(B) PLAN 2020 840994055 2021-10-15 THE COLORADO TRUST 42
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 624200
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing CAROLYN HOMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing CAROLYN HOMER
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2020 840994055 2021-10-15 THE COLORADO TRUST 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 813000
Sponsor’s telephone number 3035393114
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing CAROLYN HOMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing CAROLYN HOMER
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2019 840994055 2020-09-25 THE COLORADO TRUST 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-01-01
Business code 813000
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2020-09-25
Name of individual signing CAROLYN HOMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-25
Name of individual signing CAROLYN HOMER
Valid signature Filed with authorized/valid electronic signature
THE COLORADO TRUST 403(B) PLAN 2019 840994055 2020-09-25 THE COLORADO TRUST 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 624200
Sponsor’s telephone number 3038371200
Plan sponsor’s address 1600 SHERMAN ST, DENVER, CO, 802031604

Signature of

Role Plan administrator
Date 2020-09-25
Name of individual signing CAROLYN HOMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-25
Name of individual signing CAROLYN HOMER
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20248129116 File Report 2024-10-23 2024-10-23 No data Principal address changed, Change in registered agent information
20241101118 File Report 2024-01-24 2024-01-24 No data Principal address changed, Change in registered agent information
20228037795 File Report 2022-10-24 2022-10-24 No data Change in registered agent information
20221283487 File Report 2022-03-21 2022-03-21 No data Change of Registered Agent
20201951837 Statement Curing Delinquency 2020-11-02 2020-11-02 No data No data
20191435798 File Report 2019-05-24 2019-05-24 No data No data
20181463180 File Report 2018-06-07 2018-06-07 No data No data
20171578175 File Report 2017-07-28 2017-07-28 No data No data
20171199767 Amend and Restate Articles of Incorporation for a Nonprofit Corporation 2017-03-13 2017-03-13 No data No data
20161569784 File Report 2016-08-24 2016-08-24 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State