Search icon

PROFESSIONAL FINANCIAL SPECIALISTS, INC.

Headquarter

Company Details

Name: PROFESSIONAL FINANCIAL SPECIALISTS, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 02 May 1994 (31 years ago)
Entity Number: 19941050267
ZIP code: 80501
County: Boulder County
Place of Formation: COLORADO
Principal Address: 418 Coffman St Longmont CO 80501 US

Links between entities

Type Company Name Company Number State
Headquarter of PROFESSIONAL FINANCIAL SPECIALISTS, INC., NEW YORK 3709807 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2023 841273990 2024-10-14 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 418 COFFMAN, LONGMONT, CO, 80501
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2022 841273990 2023-10-13 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 385 BROADWAY, BOULDER, CO, 80305
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2021 841273990 2022-10-07 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 385 BROADWAY, BOULDER, CO, 80305
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2020 841273990 2021-10-13 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 385 BROADWAY, BOULDER, CO, 80305
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2019 841273990 2020-10-14 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 385 BROADWAY, BOULDER, CO, 80305
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2018 841273990 2019-08-22 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 385 BROADWAY, BOULDER, CO, 80305
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2017 841273990 2018-10-03 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 385 BROADWAY, BOULDER, CO, 80305
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2016 841273990 2017-09-07 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 385 BROADWAY, BOULDER, CO, 80305
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2015 841273990 2016-06-27 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 4735 WALNUT ST., W200, BOULDER, CO, 80301
PROFESSIONAL FINANCIAL SPECIALISTS, INC. 401(K) PLAN 2014 841273990 2015-08-18 PROFESSIONAL FINANCIAL SPECIALISTS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 524210
Sponsor’s telephone number 3034441234
Plan sponsor’s address 4735 WALNUT ST., W200, BOULDER, CO, 80301

Agent

Name Role Address
REGAN TURNER Agent 418 Coffman St Longmont CO 80501 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241444714 File Report 2024-04-23 2024-04-23 No data Principal address changed, Change in registered agent information
20231439937 File Report 2023-04-25 2023-04-25 No data No data
20221413909 File Report 2022-04-25 2022-04-25 No data No data
20211398420 File Report 2021-04-26 2021-04-26 No data No data
20201357445 File Report 2020-04-23 2020-04-23 No data No data
20191342799 File Report 2019-04-23 2019-04-23 No data No data
20181325398 File Report 2018-04-23 2018-04-23 No data No data
20171591530 File Report 2017-08-02 2017-08-02 No data Change of Registered Agent Address / Change of Entity Address
20161286801 File Report 2016-04-25 2016-04-25 No data No data
20151269739 File Report 2015-04-23 2015-04-23 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State