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  5. Prosperion Financial Advisors Inc.

Prosperion Financial Advisors Inc.

Company Details

Name: Prosperion Financial Advisors Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 25 Aug 1995 (29 years ago)
Entity Number: 19951106629
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 8400 E Prentice Ave Ste 1125 Greenwood Village CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2023 841335478 2024-05-29 PROSPERION FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 E. PRENTICE AVE., SUITE 1125, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2022 841335478 2023-05-05 PROSPERION FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Signature of
Role Plan administrator
Date 2023-05-05
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2021 841335478 2022-04-20 PROSPERION FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841335478
Plan administrator’s name PROSPERION FINANCIAL ADVISORS
Plan administrator’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111
Administrator’s telephone number 3037933202

Signature of
Role Plan administrator
Date 2022-04-20
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2020 841335478 2021-07-09 PROSPERION FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841335478
Plan administrator’s name PROSPERION FINANCIAL ADVISORS
Plan administrator’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111
Administrator’s telephone number 3037933202

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2019 841335478 2020-02-25 PROSPERION FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841335478
Plan administrator’s name PROSPERION FINANCIAL ADVISORS
Plan administrator’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111
Administrator’s telephone number 3037933202

Signature of
Role Plan administrator
Date 2020-02-25
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2018 841335478 2019-01-17 PROSPERION FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841335478
Plan administrator’s name PROSPERION FINANCIAL ADVISORS
Plan administrator’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111
Administrator’s telephone number 3037933202

Signature of
Role Plan administrator
Date 2019-01-17
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2017 841335478 2018-02-09 PROSPERION FINANCIAL ADVISORS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841335478
Plan administrator’s name PROSPERION FINANCIAL ADVISORS
Plan administrator’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111
Administrator’s telephone number 3037933202

Signature of
Role Plan administrator
Date 2018-02-09
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2016 841335478 2017-01-19 PROSPERION FINANCIAL ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841335478
Plan administrator’s name PROSPERION FINANCIAL ADVISORS
Plan administrator’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111
Administrator’s telephone number 3037933202

Signature of
Role Plan administrator
Date 2017-01-19
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2015 841335478 2016-02-01 PROSPERION FINANCIAL ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841335478
Plan administrator’s name PROSPERION FINANCIAL ADVISORS
Plan administrator’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111
Administrator’s telephone number 3037933202

Signature of
Role Plan administrator
Date 2016-02-01
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature
PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN 2014 841335478 2015-02-04 PROSPERION FINANCIAL ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841335478
Plan administrator’s name PROSPERION FINANCIAL ADVISORS
Plan administrator’s address 8400 EAST PRENTICE AVE, SUITE 1125, ENGLEWOOD, CO, 80111
Administrator’s telephone number 3037933202

Signature of
Role Plan administrator
Date 2015-02-04
Name of individual signing STEVE BOOREN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
STEVE BOOREN Agent 8400 E Prentice Ave Ste 1125 Greenwood Village CO 80111 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241759293 File Report 2024-07-23 2024-07-23 No data Change in registered agent information
20231759287 File Report 2023-07-24 2023-07-24 No data Principal address changed, Change in registered agent information
20221706823 File Report 2022-07-23 2022-07-23 No data No data
20211688758 File Report 2021-07-27 2021-07-27 No data No data
20201592673 File Report 2020-07-08 2020-07-08 No data No data
20191562965 File Report 2019-07-15 2019-07-15 No data No data
20181515830 File Report 2018-06-28 2018-06-28 No data No data
20171562290 File Report 2017-07-24 2017-07-24 No data No data
20161503313 File Report 2016-07-25 2016-07-25 No data No data
20151467059 File Report 2015-07-23 2015-07-23 No data No data

Related by officers

STEVE BOOREN

COURTSIDE ASSOCIATES, LLC BOOREN LIMITED LIABILITY LIMITED PARTNERSHIP INVEST IN OTHERS CHARITABLE FOUNDATION, INC.

Related by address

8400 E Prentice Ave Ste 1125 Greenwood Village CO 80111 US

Thrivion LLC Prosperion Corporate Wellness LLC Horstman Advisors, LLC PMA Advisory Services LLC DNYK LLC Sea Breeze, LLC Safe and Clean Denver

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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