| Name: | FINANCIALLY SPEAKING, INC. |
| Jurisdiction: | Colorado |
| Legal type: | Domestic profit corporation |
| Status: | Good Standing |
| Date of registration: | 10 Jan 1991 (34 years ago) |
| Entity Number: | 19911001620 |
| ZIP code: | 80111 |
| County: | Arapahoe County |
| Place of Formation: | COLORADO |
| Principal Address: | 5889 Greenwood Plaza Blvd Ste 400 Greenwood Village CO 80111 US |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FINANCIALLY SPEAKING, INC. 401(K) PLAN & TRUST | 2011 | 841158352 | 2012-01-17 | FINANCIALLY SPEAKING, INC. | 6 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 841158352 |
| Plan administrator’s name | FINANCIALLY SPEAKING, INC. |
| Plan administrator’s address | 5889 S. GREENWOOD PLAZA BLVD., SUITE 400, GREENWOOD VILLAGE, CO, 80111 |
| Administrator’s telephone number | 3032900702 |
Signature of
| Role | Plan administrator |
| Date | 2012-01-17 |
| Name of individual signing | PHILIP LUCCOCK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2000-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3032900702 |
| Plan sponsor’s address | 5889 S. GREENWOOD PLAZA BLVD., SUITE 400, GREENWOOD VILLAGE, CO, 80111 |
Plan administrator’s name and address
| Administrator’s EIN | 841158352 |
| Plan administrator’s name | FINANCIALLY SPEAKING, INC. |
| Plan administrator’s address | 5889 S. GREENWOOD PLAZA BLVD., SUITE 400, GREENWOOD VILLAGE, CO, 80111 |
| Administrator’s telephone number | 3032900702 |
Signature of
| Role | Plan administrator |
| Date | 2011-10-14 |
| Name of individual signing | PHILIP LUCCOCK |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| PHILIP H. LUCCOCK | Agent | 5889 Greenwood Plaza Blvd Ste 400 Greenwood Village CO 80111 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20251023785 | File Report | 2025-01-06 | 2025-01-06 | No data | Change in registered agent information |
| 20241006487 | File Report | 2024-01-02 | 2024-01-02 | No data | Principal address changed, Change in registered agent information |
| 20231035197 | File Report | 2023-01-09 | 2023-01-09 | No data | Principal address changed, Change in registered agent information |
| 20221325979 | File Report | 2022-03-28 | 2022-03-28 | No data | No data |
| 20211009330 | File Report | 2021-01-04 | 2021-01-04 | No data | No data |
| 20201043155 | File Report | 2020-01-16 | 2020-01-16 | No data | No data |
| 20191009332 | File Report | 2019-01-03 | 2019-01-03 | No data | No data |
| 20181261087 | File Report | 2018-03-27 | 2018-03-27 | No data | No data |
| 20171084411 | File Report | 2017-01-30 | 2017-01-30 | No data | No data |
| 20151832921 | File Report | 2015-12-29 | 2015-12-29 | No data | No data |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
