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Investment Management Consultants Association

Company Details

Name: Investment Management Consultants Association
Jurisdiction: Colorado
Legal type: Domestic nonprofit corporation
Status: Good Standing
Date of registration: 12 Dec 1985 (39 years ago)
Entity Number: 19871648819
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 5619 DTC Pkwy Ste 600 Greenwood Village CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IMCA CASH BALANCE PLAN 2023 841009166 2024-07-16 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION 54
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 3038503062
Plan sponsor’s address 5619 DTC PARKWAY #500, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2024-07-16
Name of individual signing ELISSA MOTLEY
Valid signature Filed with authorized/valid electronic signature
IMCA CASH BALANCE PLAN 2022 841009166 2023-09-21 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION 42
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 3038503062
Plan sponsor’s address 5619 DTC PARKWAY #500, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing SEAN WALTERS
Valid signature Filed with authorized/valid electronic signature
IMCA CASH BALANCE PLAN 2021 841009166 2022-10-13 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION 49
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 3038503062
Plan sponsor’s address 5619 DTC PARKWAY #500, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing SEAN WALTERS
Valid signature Filed with authorized/valid electronic signature
IMCA CASH BALANCE PLAN 2020 841009166 2021-10-15 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION 48
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 3038503062
Plan sponsor’s address 5619 DTC PARKWAY #500, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing SEAN WALTERS
Valid signature Filed with authorized/valid electronic signature
IMCA CASH BALANCE PLAN 2019 841009166 2020-10-14 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION 43
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 3038503062
Plan sponsor’s address 5619 DTC PARKWAY #500, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2020-10-14
Name of individual signing SEAN WALTERS
Valid signature Filed with authorized/valid electronic signature
IMCA CASH BALANCE PLAN 2018 841009166 2019-10-02 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION 37
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 3038503062
Plan sponsor’s address 5619 DTC PARKWAY #500, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2019-10-02
Name of individual signing SEAN WALTERS
Valid signature Filed with authorized/valid electronic signature
IMCA CASH BALANCE PLAN 2017 841009166 2018-07-24 INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 3038503062
Plan sponsor’s address 5619 DTC PARKWAY #500, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2018-07-24
Name of individual signing SEAN WALTERS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Sean R Walters Agent 5619 DTC Pkwy Ste 600 Greenwood Village CO 80111 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248095504 File Report 2024-10-14 2024-10-14 No data Principal address changed, Change in registered agent information
20238159644 File Report 2023-11-01 2023-11-01 No data Principal address changed, Change in registered agent information
20221876324 File Report 2022-09-07 2022-09-07 No data Principal address changed, Change in registered agent information
20218025405 File Report 2021-10-26 2021-10-26 No data No data
20201940846 File Report 2020-10-30 2020-10-30 No data No data
20191875257 File Report 2019-10-31 2019-10-31 No data No data
20181567099 File Report 2018-07-23 2018-07-23 No data No data
20171551241 File Report 2017-07-24 2017-07-24 No data No data
20161500455 File Report 2016-07-25 2016-07-25 No data No data
20151495741 File Report 2015-07-30 2015-07-30 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State