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  5. EGGERT FINANCIAL MANAGEMENT, INC.

EGGERT FINANCIAL MANAGEMENT, INC.

Company Details

Name: EGGERT FINANCIAL MANAGEMENT, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 08 Jan 1988 (37 years ago)
Entity Number: 19871768476
ZIP code: 80112
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 7200 S Alton Way Ste A210 Centennial CO 80112 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MAKES SENSE 401K PLAN 2021 841074754 2022-07-26 EGGERT FINANCIAL MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 334
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3034140400
Plan sponsor’s address 7200 S. ALTON WAY, SUITE A-210, CENTENNIAL, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
MAKES SENSE 401K PLAN 2020 841074754 2021-07-09 EGGERT FINANCIAL MANAGEMENT, INC. 5
File View Page
Three-digit plan number (PN) 334
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3034140400
Plan sponsor’s address 7200 S. ALTON WAY, SUITE A-210, CENTENNIAL, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
MAKES SENSE 401K PLAN 2019 841074754 2020-07-02 EGGERT FINANCIAL MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 334
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3034140400
Plan sponsor’s address 7200 S. ALTON WAY, SUITE A-210, CENTENNIAL, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2020-07-02
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
MAKES SENSE 401K PLAN 2018 841074754 2019-05-22 EGGERT FINANCIAL MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 334
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3034140400
Plan sponsor’s address 7200 S. ALTON WAY, SUITE A-210, CENTENNIAL, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2019-05-22
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
MAKES SENSE 401K PLAN 2017 841074754 2018-07-23 EGGERT FINANCIAL MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 334
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3034140400
Plan sponsor’s address 7200 S. ALTON WAY, SUITE A-210, CENTENNIAL, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing T R BICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WILLIAM HARTWELL EGGERT Agent 7200 S Alton Way Ste A210 Centennial CO 80112 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248350542 File Report 2024-12-23 2024-12-23 No data Principal address changed, Change in registered agent information
20241112539 File Report 2024-01-25 2024-01-25 No data Principal address changed, Change in registered agent information
20228268367 File Report 2022-12-27 2022-12-27 No data Principal address changed, Change in registered agent information
20221111529 File Report 2022-01-28 2022-01-28 No data No data
20211328016 File Report 2021-04-01 2021-04-01 No data No data
20201101622 File Report 2020-01-30 2020-01-30 No data No data
20191265663 File Report 2019-03-26 2019-03-26 No data No data
20181244831 File Report 2018-03-24 2018-03-24 No data No data
20171184900 File Report 2017-03-06 2017-03-06 No data No data
20161089229 File Report 2016-02-03 2016-02-03 No data Change of Registered Agent

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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