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  5. Innovest Holdings, Inc.

Innovest Holdings, Inc.

Company Details

Name: Innovest Holdings, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 09 Feb 1996 (29 years ago)
Entity Number: 19961019492
ZIP code: 80237
County: Denver County
Place of Formation: COLORADO
Principal Address: 7979 E Tufts Ave Ste 1700 Denver CO 80237 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INNOVEST 401(K) RETIREMENT PLAN 2023 841334165 2024-06-27 INNOVEST HOLDINGS, INC. 72
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STREET, SUITE 1040, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2024-06-27
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-27
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
INNOVEST 401(K) RETIREMENT PLAN 2023 841334165 2024-06-25 INNOVEST HOLDINGS, INC. 72
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STREET, SUITE 1040, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2024-06-25
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-25
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
INNOVEST 401(K) RETIREMENT PLAN 2022 841334165 2023-06-09 INNOVEST HOLDINGS, INC. 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 7979 E. TUFTS AVENUE,, STE 1700, DENVER, CO, 80237
INNOVEST 401(K) RETIREMENT PLAN 2021 841334165 2022-08-18 INNOVEST HOLDINGS, INC. 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STREET,, SUITE 1040, DENVER, CO, 80237
INNOVEST 401(K) RETIREMENT PLAN 2020 841334165 2021-09-08 INNOVEST HOLDINGS, INC. 66
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STREET,, SUITE 1040, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2021-09-08
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-08
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
INNOVEST 401(K) RETIREMENT PLAN 2019 841334165 2020-08-24 INNOVEST HOLDINGS, INC. 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STREET,, SUITE 1040, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2020-08-24
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-24
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
INNOVEST 401(K) RETIREMENT PLAN 2018 841334165 2019-10-07 INNOVEST HOLDINGS, INC. 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STREET,, SUITE 1040, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2019-10-07
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-07
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
INNOVEST 401(K) RETIREMENT PLAN 2017 841334165 2018-09-19 INNOVEST HOLDINGS, INC. 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STREET,, SUITE 1040, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2018-09-19
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-19
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
INNOVEST 401(K) RETIREMENT PLAN 2016 841334165 2017-10-06 INNOVEST HOLDINGS, INC. 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STE 1040, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2017-10-06
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-06
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
INNOVEST 401(K) RETIREMENT PLAN 2015 841334165 2016-09-29 INNOVEST HOLDINGS, INC. 52
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 3036941900
Plan sponsor’s address 4643 SOUTH ULSTER STE 1040, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2016-09-28
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-28
Name of individual signing WENDY DOMINGUEZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Wendy Hackett Dominguez Agent 7979 E Tufts Ave Ste 1700 Denver CO 80237 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241077220 File Report 2024-01-23 2024-01-23 No data Principal address changed, Change in registered agent information
20231344058 File Report 2023-03-27 2023-03-27 No data Change in registered agent information
20231075781 Statement of Change Changing the Principal Office Address 2023-01-23 2023-01-23 No data Principal address changed;
20221238478 File Report 2022-03-03 2022-03-03 No data No data
20211075516 File Report 2021-01-25 2021-01-25 No data No data
20198019343 File Report 2019-12-19 2019-12-19 No data No data
20191135363 File Report 2019-02-15 2019-02-15 No data No data
20181110417 File Report 2018-02-05 2018-02-05 No data No data
20171120831 File Report 2017-02-14 2017-02-14 No data No data
20161054269 File Report 2016-01-25 2016-01-25 No data No data

Related by officers

Wendy Hackett Dominguez

INNOVEST PORTFOLIO SOLUTIONS LLC

Related by address

7979 E Tufts Ave Ste 1700 Denver CO 80237 US

INNOVEST PORTFOLIO SOLUTIONS LLC Fulcrum Mortgage

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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