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  5. CHARLES WALTERS & ASSOCIATES, P.C.

CHARLES WALTERS & ASSOCIATES, P.C.

Company Details

Name: CHARLES WALTERS & ASSOCIATES, P.C.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 23 Aug 1988 (36 years ago)
Entity Number: 19881081265
ZIP code: 80403
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 16145 Table Mountain Pkwy Golden CO 80403 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2023 841094530 2024-07-09 CHARLES WALTERS & ASSOCIATES, P.C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PKWY, GOLDEN, CO, 804031624

Signature of
Role Plan administrator
Date 2024-07-09
Name of individual signing BRIAN WALTERS
Valid signature Filed with authorized/valid electronic signature
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2022 841094530 2023-10-04 CHARLES WALTERS & ASSOCIATES, P.C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1994-01-01
Business code 541211
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403

Signature of
Role Plan administrator
Date 2023-10-04
Name of individual signing BRIAN WALTERS
Valid signature Filed with authorized/valid electronic signature
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2021 841094530 2022-09-27 CHARLES WALTERS & ASSOCIATES, P.C. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1994-01-01
Business code 541990
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403

Signature of
Role Plan administrator
Date 2022-09-27
Name of individual signing BRIAN WALTERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-27
Name of individual signing BRIAN WALTERS
Valid signature Filed with authorized/valid electronic signature
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2020 841094530 2021-10-08 CHARLES WALTERS & ASSOCIATES, P.C. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1994-01-01
Business code 541990
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing BRIAN WALTERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-08
Name of individual signing BRIAN WALTERS
Valid signature Filed with authorized/valid electronic signature
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2019 841094530 2020-09-30 CHARLES WALTERS & ASSOCIATES, P.C. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1994-01-01
Business code 541990
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403

Signature of
Role Plan administrator
Date 2020-09-30
Name of individual signing BRIAN WALTERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-30
Name of individual signing BRIAN WALTERS
Valid signature Filed with authorized/valid electronic signature
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2018 841094530 2019-10-04 CHARLES WALTERS & ASSOCIATES, P.C. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1994-01-01
Business code 541990
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403

Signature of
Role Plan administrator
Date 2019-10-04
Name of individual signing CHARLES WALTERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-04
Name of individual signing CHARLES WALTERS
Valid signature Filed with authorized/valid electronic signature
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2017 841094530 2018-10-12 CHARLES WALTERS & ASSOCIATES, P.C. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1994-01-01
Business code 541990
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing CHARLES WALTERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-12
Name of individual signing CHARLES WALTERS
Valid signature Filed with authorized/valid electronic signature
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2016 841094530 2017-07-27 CHARLES WALTERS & ASSOCIATES, P.C. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1994-01-01
Business code 541990
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing CHARLES WALTERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-27
Name of individual signing CHARLES WALTERS
Valid signature Filed with authorized/valid electronic signature
CHARLES WALTERS & ASSOCIATES, P. C. 401(K) PLAN 2015 841094530 2016-08-24 CHARLES WALTERS & ASSOCIATES, P.C. 1
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 3034214105
Plan sponsor’s address 16145 TABLE MOUNTAIN PARKWAY, GOLDEN, CO, 80403

Signature of
Role Plan administrator
Date 2016-08-24
Name of individual signing CHARLES WALTERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-24
Name of individual signing CHARLES WALTERS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Brian Walters Agent 16145 Table Mountain Pkwy Golden CO 80403 US

Licenses

Number Status Type Date Last renew date End date Address
6285 Active FRM 1989-11-29 2023-09-01 2026-08-31 Golden CO 80403

Transaction History

Transaction ID Type Date Effective date Name Comment
20241762260 File Report 2024-07-23 2024-07-23 No data Change in registered agent information
20231753083 File Report 2023-07-23 2023-07-23 No data Principal address changed, Change in registered agent information
20221710477 File Report 2022-07-24 2022-07-24 No data No data
20211663855 File Report 2021-07-23 2021-07-23 No data No data
20201628662 File Report 2020-07-23 2020-07-23 No data Change of Registered Agent
20191586205 File Report 2019-07-23 2019-07-23 No data No data
20181566229 File Report 2018-07-23 2018-07-23 No data No data
20171552958 File Report 2017-07-24 2017-07-24 No data No data
20161495400 File Report 2016-07-25 2016-07-25 No data No data
20151466783 File Report 2015-07-23 2015-07-23 No data No data

Related by officers

No related officers

Related by address

16145 Table Mountain Pkwy Golden CO 80403 US

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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