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Polidori, Franklin, Monahan & Beattie, LLC

Company Details

Name: Polidori, Franklin, Monahan & Beattie, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 01 Mar 1995 (30 years ago)
Entity Number: 19951026052
ZIP code: 80226
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 900 S. Kipling Parkway Lakewood CO 80226 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC PROFIT SHARING PLAN 2023 840824836 2024-10-10 POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541110
Sponsor’s telephone number 3039363300
Plan sponsor’s address 900 S. KIPLING PARKWAY, LAKEWOOD, CO, 80226

Signature of

Role Plan administrator
Date 2024-10-10
Name of individual signing ROBIN BEATTIE
Valid signature Filed with authorized/valid electronic signature
POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC PROFIT SHARING PLAN 2022 840824836 2023-08-21 POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541110
Sponsor’s telephone number 3039363300
Plan sponsor’s address 900 S. KIPLING PARKWAY, LAKEWOOD, CO, 80226

Signature of

Role Plan administrator
Date 2023-08-21
Name of individual signing ROBIN BEATTIE
Valid signature Filed with authorized/valid electronic signature
POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC PROFIT SHARING PLAN 2021 840824836 2022-10-05 POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541110
Sponsor’s telephone number 3039363300
Plan sponsor’s address 900 S. KIPLING PARKWAY, LAKEWOOD, CO, 80226

Signature of

Role Plan administrator
Date 2022-10-05
Name of individual signing ROBIN BEATTIE
Valid signature Filed with authorized/valid electronic signature
POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC PROFIT SHARING PLAN 2020 840824836 2021-05-05 POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541110
Sponsor’s telephone number 3039363300
Plan sponsor’s address 550 S. WADSWORTH BLVD., SUITE 300, LAKEWOOD, CO, 802263117

Signature of

Role Plan administrator
Date 2021-05-05
Name of individual signing NATHAN CARLSON
Valid signature Filed with authorized/valid electronic signature
POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC PROFIT SHARING PLAN 2019 840824836 2020-06-25 POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541110
Sponsor’s telephone number 3039363300
Plan sponsor’s address 550 S. WADSWORTH BLVD., SUITE 300, LAKEWOOD, CO, 802263117

Signature of

Role Plan administrator
Date 2020-06-25
Name of individual signing NATHAN CARLSON
Valid signature Filed with authorized/valid electronic signature
POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC PROFIT SHARING PLAN 2018 840824836 2019-06-25 POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541110
Sponsor’s telephone number 3039363300
Plan sponsor’s address 550 S. WADSWORTH BLVD., SUITE 300, LAKEWOOD, CO, 802263117

Plan administrator’s name and address

Administrator’s EIN 841096179
Plan administrator’s name RETIREMENT PLANNING SERVICES, INC.
Plan administrator’s address PO BOX 3789, LITTLETON, CO, 80161
Administrator’s telephone number 3033697886

Signature of

Role Plan administrator
Date 2019-06-25
Name of individual signing NATHAN CARLSON
Valid signature Filed with authorized/valid electronic signature
POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC PROFIT SHARING PLAN 2017 840824836 2018-07-18 POLIDORI, FRANKLIN, MONAHAN & BEATTIE, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1994-01-01
Business code 541110
Sponsor’s telephone number 3039363300
Plan sponsor’s address 550 S. WADSWORTH BLVD., SUITE 300, LAKEWOOD, CO, 802263117

Signature of

Role Plan administrator
Date 2018-07-18
Name of individual signing LESLEIGH MONAHAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Natalie Simpson Agent 900 S. Kipling Parkway Lakewood CO 80226 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241272391 File Report 2024-03-04 2024-03-04 No data Change in registered agent information
20231870195 Statement of Change Changing the Registered Agent Information 2023-08-23 2023-08-23 No data Registered agent information changed;
20231232036 File Report 2023-02-27 2023-02-27 No data Principal address changed, Change in registered agent information
20221248066 File Report 2022-03-07 2022-03-07 No data No data
20211238461 File Report 2021-03-09 2021-03-09 No data Change of Registered Agent Address / Change of Entity Address
20201195443 File Report 2020-02-27 2020-02-27 No data No data
20191177229 File Report 2019-02-26 2019-02-26 No data No data
20191177363 Statement of Change Changing the Registered Agent Information 2019-02-26 2019-02-26 No data Registered agent information changed;
20191177280 Statement of Change Changing the Registered Agent Information 2019-02-26 2019-02-26 No data Registered agent information changed;Removed agent mailing address;
20181376827 File Report 2018-05-07 2018-05-07 No data No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State