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WEALTH ASSOCIATES, INC.

Company Details

Name: WEALTH ASSOCIATES, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 16 Apr 1991 (34 years ago)
Entity Number: 19911026427
ZIP code: 80126
County: Douglas County
Place of Formation: COLORADO
Principal Address: 10165 Piedmont Dr Highlands Ranch CO 80126 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH ASSOCIATES INC 401(K) PROFIT SHARING PLAN 2017 841175128 2018-05-22 WEALTH ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 3037381698
Plan sponsor’s address 10165 SOUTH PIEDMONT DRIVE, HIGHLANDS RANCH, CO, 80126

Signature of

Role Plan administrator
Date 2018-05-22
Name of individual signing DOUGLAS REESE
Valid signature Filed with authorized/valid electronic signature
WEALTH ASSOCIATES INC 401(K) PROFIT SHARING PLAN 2016 841175128 2017-09-20 WEALTH ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 3037381698
Plan sponsor’s address 10165 SOUTH PIEDMONT DRIVE, HIGHLANDS RANCH, CO, 80126

Signature of

Role Plan administrator
Date 2017-09-20
Name of individual signing DOUGLAS REESE
Valid signature Filed with authorized/valid electronic signature
WEALTH ASSOCIATES INC 401(K) PROFIT SHARING PLAN 2015 841175128 2016-09-13 WEALTH ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 3037381698
Plan sponsor’s address 10165 SOUTH PIEDMONT DRIVE, HIGHLANDS RANCH, CO, 80126

Signature of

Role Plan administrator
Date 2016-09-13
Name of individual signing DOUGLAS REESE
Valid signature Filed with authorized/valid electronic signature
WEALTH ASSOCIATES INC 401(K) PROFIT SHARING PLAN 2014 841175128 2015-10-13 WEALTH ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 3037381698
Plan sponsor’s address 10165 SOUTH PIEDMONT DRIVE, HIGHLANDS RANCH, CO, 80126

Signature of

Role Plan administrator
Date 2015-10-13
Name of individual signing DOUGLAS REESE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DOUGLAS E. REESE Agent 10165 Piedmont Dr Highlands Ranch CO 80126 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241585625 File Report 2024-05-28 2024-05-28 No data Principal address changed, Change in registered agent information
20231589403 File Report 2023-05-31 2023-05-31 No data Principal address changed, Change in registered agent information
20221542121 File Report 2022-05-27 2022-05-27 No data No data
20211804034 File Report 2021-08-30 2021-08-30 No data No data
20201663177 File Report 2020-07-30 2020-07-30 No data No data
20191442738 File Report 2019-05-27 2019-05-27 No data No data
20181427294 File Report 2018-05-25 2018-05-25 No data No data
20171389444 File Report 2017-05-23 2017-05-23 No data No data
20161590422 File Report 2016-08-30 2016-08-30 No data No data
20151349823 File Report 2015-05-26 2015-05-26 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State