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  5. THE ROOT GROUP, INC.

THE ROOT GROUP, INC.

Company Details

Name: THE ROOT GROUP, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 04 May 1989 (36 years ago)
Entity Number: 19891046662
ZIP code: 80301
County: Boulder County
Place of Formation: COLORADO
Principal Address: 1790 30th St Ste 140 Boulder CO 80301 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE ROOT GROUP, INC 401(K) PLAN 2023 841149816 2024-07-16 THE ROOT GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3036684635
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 80301

Signature of
Role Plan administrator
Date 2024-07-16
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC 401(K) PLAN 2022 841149816 2023-05-15 THE ROOT GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3036684635
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 80301

Signature of
Role Plan administrator
Date 2023-05-15
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC 401(K) PLAN 2021 841149816 2022-05-26 THE ROOT GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3036684635
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 80301

Signature of
Role Plan administrator
Date 2022-05-26
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC. 401K PLAN 2020 841149816 2021-08-19 THE ROOT GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3034478093
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 803011018

Signature of
Role Plan administrator
Date 2021-08-19
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC. 401K PLAN 2019 841149816 2020-02-20 THE ROOT GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3034478093
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 803011018

Signature of
Role Plan administrator
Date 2020-02-20
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC. 401K PLAN 2018 841149816 2019-03-14 THE ROOT GROUP, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3034478093
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 803011018

Signature of
Role Plan administrator
Date 2019-03-14
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC. 401K PLAN 2017 841149816 2018-01-25 THE ROOT GROUP, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3034478093
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 803011018

Signature of
Role Plan administrator
Date 2018-01-25
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC. 401K PLAN 2016 841149816 2017-01-31 THE ROOT GROUP, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3034478093
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 803011018

Signature of
Role Plan administrator
Date 2017-01-31
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC. 401K PLAN 2015 841149816 2016-02-04 THE ROOT GROUP, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3034478093
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 803011018

Signature of
Role Plan administrator
Date 2016-02-04
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature
THE ROOT GROUP, INC. 401K PLAN 2014 841149816 2015-02-23 THE ROOT GROUP, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 541512
Sponsor’s telephone number 3034478093
Plan sponsor’s address 1790 30TH STREET, SUITE 140, BOULDER, CO, 803011018

Signature of
Role Plan administrator
Date 2015-02-23
Name of individual signing JACKIE SCHMIDT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WILLIAM PACHOUD Agent 1790 30th St Ste 140 Boulder CO 80301 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241464216 File Report 2024-04-24 2024-04-24 No data Principal address changed, Change in registered agent information
20231459610 File Report 2023-04-27 2023-04-27 No data Principal address changed, Change in registered agent information
20221415743 File Report 2022-04-25 2022-04-25 No data No data
20211453838 File Report 2021-05-13 2021-05-13 No data No data
20201354250 File Report 2020-04-23 2020-04-23 No data No data
20191340735 File Report 2019-04-23 2019-04-23 No data No data
20181359579 File Report 2018-04-30 2018-04-30 No data No data
20171310518 File Report 2017-04-24 2017-04-24 No data No data
20161397387 File Report 2016-06-08 2016-06-08 No data No data
20151311959 File Report 2015-05-07 2015-05-07 No data No data

Related by officers

No related officers

Related by address

1790 30th St Ste 140 Boulder CO 80301 US

Zonit Structured Solutions LLC

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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