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Wealth Strategies Group LLC

Company Details

Name: Wealth Strategies Group LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Delinquent
Date of registration: 14 Dec 1995 (29 years ago)
Entity Number: 19951153230
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 6455 S Yosemite St Ste 425 Greenwood Village CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH STRATEGIES GROUP 401(K) PLAN 2020 841326132 2021-04-19 WEALTH STRATEGIES GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3037145905
Plan sponsor’s address 6455 S. YOSEMITE STREET, STE. 300, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2021-04-19
Name of individual signing SARAH SANCHEZ
Valid signature Filed with authorized/valid electronic signature
WEALTH STRATEGIES GROUP 401(K) PLAN 2020 841326132 2021-03-23 WEALTH STRATEGIES GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3037145905
Plan sponsor’s address 6455 S. YOSEMITE STREET, STE. 300, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2021-03-23
Name of individual signing SARAH SANCHEZ
Valid signature Filed with authorized/valid electronic signature
WEALTH STRATEGIES GROUP 401(K) PLAN 2019 841326132 2020-07-22 WEALTH STRATEGIES GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3037145905
Plan sponsor’s address 6455 S. YOSEMITE STREET, STE. 300, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2020-07-22
Name of individual signing SARAH SANCHEZ
Valid signature Filed with authorized/valid electronic signature
WEALTH STRATEGIES GROUP 401(K) PLAN 2018 841326132 2019-10-09 WEALTH STRATEGIES GROUP, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3037145905
Plan sponsor’s address 6455 S. YOSEMITE STREET, STE. 300, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2019-10-09
Name of individual signing SARAH SANCHEZ
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20228133846 File Report 2022-11-23 2022-11-23 No data Principal address changed, Change in registered agent information
20218096995 File Report 2021-11-23 2021-11-23 No data Change of Registered Agent Address
20211196300 File Report 2021-02-25 2021-02-25 No data Change of Entity Address
20201193533 Statement of Correction Correcting the Entity Name 2020-02-27 2020-02-27 Wealth Strategies Group LLC Correction of entity name
20201193489 Statement of Correction Correcting the Registered Agent Information 2020-02-27 2020-02-27 No data Registered agent information corrected;
20201167114 File Report 2020-02-24 2020-02-24 No data Change of Registered Agent
20201101663 Amend Articles of Organization for an LLC 2020-01-30 2020-01-30 Wealth Strategies Change of entity name
20201101823 Statement of Change to Add an Attachment 2020-01-30 2020-01-30 No data Change to add an attachment
20191017870 File Report 2019-01-07 2019-01-07 No data No data
20181171686 File Report 2018-02-27 2018-02-27 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State