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  5. RETIREMENT STRATEGIES AND INVESTMENTS, INC.

RETIREMENT STRATEGIES AND INVESTMENTS, INC.

Company Details

Name: RETIREMENT STRATEGIES AND INVESTMENTS, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Delinquent
Date of registration: 07 Jan 1993 (32 years ago)
Date dissolved: 01 Jan 2022
Entity Number: 19931001602
ZIP code: 80104
County: Douglas County
Place of Formation: COLORADO
Principal Address: P. O. Box 1717 Castle Rock CO 80104 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT STRATEGIES & INVSTMTS 401(K) P/S PLAN 2018 841222109 2019-03-21 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Plan administrator’s name and address
Administrator’s EIN 841222109
Plan administrator’s name RETIREMENT STRATEGIES AND INVESTMENTS, INC.
Plan administrator’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104
Administrator’s telephone number 3037219100

Signature of
Role Plan administrator
Date 2019-03-21
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES & INVSTMTS 401(K) P/S PLAN 2017 841222109 2018-05-23 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Plan administrator’s name and address
Administrator’s EIN 841222109
Plan administrator’s name RETIREMENT STRATEGIES AND INVESTMENTS, INC.
Plan administrator’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104
Administrator’s telephone number 3037219100

Signature of
Role Plan administrator
Date 2018-05-23
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES & INVSTMTS 401(K) P/S PLAN 2016 841222109 2017-03-08 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Plan administrator’s name and address
Administrator’s EIN 841222109
Plan administrator’s name RETIREMENT STRATEGIES AND INVESTMENTS, INC.
Plan administrator’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104
Administrator’s telephone number 3037219100

Signature of
Role Plan administrator
Date 2017-03-08
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES AND INVESTMENTS, INC. CASH BALANCE PLAN 2016 841222109 2017-10-16 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES AND INVESTMENTS, INC. CASH BALANCE PLAN 2016 841222109 2017-03-02 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Signature of
Role Plan administrator
Date 2017-03-02
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES AND INVESTMENTS, INC. CASH BALANCE PLAN 2015 841222109 2016-08-11 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Signature of
Role Plan administrator
Date 2016-08-11
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES & INVSTMTS 401(K) P/S PLAN 2015 841222109 2016-07-01 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Plan administrator’s name and address
Administrator’s EIN 841222109
Plan administrator’s name RETIREMENT STRATEGIES AND INVESTMENTS, INC.
Plan administrator’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104
Administrator’s telephone number 3037219100

Signature of
Role Plan administrator
Date 2016-07-01
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES AND INVESTMENTS, INC. CASH BALANCE PLAN 2014 841222109 2015-04-13 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Signature of
Role Plan administrator
Date 2015-04-10
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-10
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES & INVSTMTS 401(K) P/S PLAN 2014 841222109 2015-08-26 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Plan administrator’s name and address
Administrator’s EIN 841222109
Plan administrator’s name RETIREMENT STRATEGIES AND INVESTMENTS, INC.
Plan administrator’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104
Administrator’s telephone number 3037219100

Signature of
Role Plan administrator
Date 2015-08-26
Name of individual signing LESLIE WINEGARDEN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT STRATEGIES & INVSTMTS 401(K) P/S PLAN 2013 841222109 2014-07-02 RETIREMENT STRATEGIES AND INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3037219100
Plan sponsor’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104

Plan administrator’s name and address
Administrator’s EIN 841222109
Plan administrator’s name RETIREMENT STRATEGIES AND INVESTMENTS, INC.
Plan administrator’s address 706 N. WILCOX ST., CASTLE ROCK, CO, 80104
Administrator’s telephone number 3037219100

Signature of
Role Plan administrator
Date 2014-07-02
Name of individual signing CAROL LAWSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Leslie W Winegarden Agent 1524 Colt Cir Castle Rock CO 80109 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20201643610 File Report 2020-07-25 2020-07-25 No data Change of Registered Agent / Change of Registered Agent Address
20191603099 File Report 2019-07-25 2019-07-25 No data Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address
20181601499 File Report 2018-07-30 2018-07-30 No data No data
20171661483 Statement Curing Delinquency 2017-08-30 2017-08-30 No data No data
20161092941 File Report 2016-02-05 2016-02-05 No data No data
20141770491 File Report 2014-12-23 2014-12-23 No data No data
20141019795 File Report 2014-01-09 2014-01-09 No data No data
20131095957 File Report 2013-02-12 2013-02-12 No data No data
20121062459 File Report 2012-01-27 2012-01-27 No data No data
20111040676 File Report 2011-01-20 2011-01-20 No data No data

Related by officers

Leslie W Winegarden

LWW Properties LLC Leavey & Gren, LLC

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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