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OLSON & OLSON, LTD.

Headquarter

Company Details

Name: OLSON & OLSON, LTD.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Merged
Date of registration: 23 Oct 1985 (39 years ago)
Entity Number: 19871642534
ZIP code: 80202
County: Denver County
Place of Formation: COLORADO
Principal Address: 1675 BROADWAY DENVER CO 80202 US

Links between entities

Type Company Name Company Number State
Headquarter of OLSON & OLSON, LTD., NEW YORK 2222786 NEW YORK
Headquarter of OLSON & OLSON, LTD., KENTUCKY 0546602 KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OLSON & OLSON, LTD. 401(K) PLAN 2021 271023285 2022-07-25 OLSON & OLSON, LTD. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2022-07-25
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2020 271023285 2021-08-12 OLSON & OLSON, LTD. 23
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2021-08-12
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2020 271023285 2021-12-09 OLSON & OLSON, LTD. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2021-12-09
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2019 271023285 2020-06-01 OLSON & OLSON, LTD. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2020-06-01
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2018 271023285 2019-09-05 OLSON & OLSON, LTD. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2019-09-05
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2017 271023285 2018-07-16 OLSON & OLSON, LTD. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2018-07-16
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2016 271023285 2017-08-24 OLSON & OLSON, LTD. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2017-08-24
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2015 271023285 2016-06-29 OLSON & OLSON, LTD. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2016-06-29
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2014 271023285 2015-07-06 OLSON & OLSON, LTD. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET SUITE 200, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2015-07-06
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
OLSON & OLSON, LTD. 401(K) PLAN 2013 271023285 2014-06-27 OLSON & OLSON, LTD. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-07-01
Business code 524210
Sponsor’s telephone number 3038672068
Plan sponsor’s address 5655 S YOSEMITE STREET 101, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2014-06-27
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20041324641 Statement of Merger 2004-09-16 2004-10-01 No data Merged to Texas Insurance Agency, Inc. - San Antonio
20041057213 Statement of Older Periodic Report 2004-02-17 2004-02-17 No data 2003 PERIODIC REPORT
20031375138 Amendment 2003-11-25 2003-11-25 No data CHANGE RORA
20021358237 Statement of Older Periodic Report 2002-12-26 2002-12-26 No data CORP REPORT
20021146468 Surviving Entity In Merger 2002-05-30 2002-05-30 No data COMPASS COLORADO 2002, INC. (QUAL NONSURVIVOR)
20021083442 Amendment 2002-04-02 2002-04-02 No data CHANGE RORA
20011230027 Amendment 2001-12-05 2001-12-05 No data CHANGE RORA
20011154986 Amendment 2001-08-07 2001-08-07 No data CHANGE RORA
20001068903 Amendment 2000-04-05 2000-04-05 No data No data
20001068906 Trade Name 2000-04-05 2000-04-05 DISTINCTIVE INSURANCE SERVICES DISTINCTIVE INSURANCE SERVICES

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State