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  5. FINANCIAL MOUNTAIN, INC.

FINANCIAL MOUNTAIN, INC.

Company Details

Name: FINANCIAL MOUNTAIN, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 20 Dec 1991 (33 years ago)
Entity Number: 19911103768
ZIP code: 80302
County: Boulder County
Place of Formation: COLORADO
Principal Address: 1035 Pearl St Boulder CO 80302 US
Mailing Address: PO Box E Boulder CO 80306-1236 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINANCIAL MOUNTAIN INC 401K PLAN 2023 841188949 2024-08-16 FINANCIAL MOUNTAIN, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2024-08-16
Name of individual signing ROBERT ZIMBERG
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MOUNTAIN INC 401K PLAN 2022 841188949 2023-09-11 FINANCIAL MOUNTAIN, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2023-09-11
Name of individual signing ROBERT ZIMBERG
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MOUNTAIN INC 401K PLAN 2021 841188949 2022-07-28 FINANCIAL MOUNTAIN, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2022-07-28
Name of individual signing ROBERT ZIMBERG
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MOUNTAIN INC 401K PLAN 2020 841188949 2021-07-01 FINANCIAL MOUNTAIN, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2021-07-01
Name of individual signing ROBERT ZIMBERG
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MOUNTAIN INC 401K PLAN 2019 841188949 2020-10-08 FINANCIAL MOUNTAIN, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2020-10-08
Name of individual signing ROBERT ZIMBERG
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MOUNTAIN INC 401K PLAN 2018 841188949 2019-07-29 FINANCIAL MOUNTAIN, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing ROBERT ZIMBERG
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MOUNTAIN INC 401K PLAN 2017 841188949 2018-04-17 FINANCIAL MOUNTAIN, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306

Signature of
Role Plan administrator
Date 2018-04-17
Name of individual signing ROBERT ZIMBERG
Valid signature Filed with authorized/valid electronic signature
FINANCIAL MOUNTAIN INC 401K PLAN 2016 841188949 2017-10-16 FINANCIAL MOUNTAIN, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033514517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306
FINANCIAL MOUNTAIN INC 401K PLAN 2014 841188949 2015-10-12 FINANCIAL MOUNTAIN, INC. 1
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306
FINANCIAL MOUNTAIN INC 401K PLAN 2014 841188949 2016-10-17 FINANCIAL MOUNTAIN, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3033511517
Plan sponsor’s address PO BOX E, BOULDER, CO, 80306

Agent

Name Role Address
ROBERT ZIMBERG Agent 1035 Pearl Street BOULDER CO 80302 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248251867 File Report 2024-11-25 2024-11-25 No data Principal address changed
20238277597 File Report 2023-12-06 2023-12-06 No data Principal address changed
20228239538 File Report 2022-12-23 2022-12-23 No data Principal address changed
20221027058 File Report 2022-01-07 2022-01-07 No data No data
20211328202 File Report 2021-04-01 2021-04-01 No data Change of Entity Address
20198060322 File Report 2019-12-31 2019-12-31 No data Change of Registered Agent Address
20181868031 File Report 2018-11-01 2018-11-01 No data Change of Registered Agent Address / Change of Entity Address
20181030930 Statement Curing Delinquency 2018-01-11 2018-01-11 No data No data
20151779135 File Report 2015-12-03 2015-12-03 No data No data
20141706545 File Report 2014-11-24 2014-11-24 No data Change of Registered Agent Address / Change of Entity Address

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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