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KOSMICKI INVESTMENT SERVICES LLC

Company Details

Name: KOSMICKI INVESTMENT SERVICES LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 20 Mar 1997 (28 years ago)
Entity Number: 19971043892
ZIP code: 80528
County: Larimer County
Place of Formation: COLORADO
Principal Address: 8010 S County Road 5 Unit 106 Windsor CO 80528 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KOSMICKI INVESTMENT SERVICES, LLC 401K PLAN 2023 841394037 2024-04-25 KOSMICKI INVESTMENT SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9703309858
Plan sponsor’s address 8010 SOUTH COUNTY ROAD 5, SUITE 106, WINDSOR, CO, 80528

Signature of

Role Plan administrator
Date 2024-04-25
Name of individual signing JACKIE MONTOYA
Valid signature Filed with authorized/valid electronic signature
KOSMICKI INVESTMENT SERVICES, LLC 401K PLAN 2022 841394037 2023-05-10 KOSMICKI INVESTMENT SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9703309858
Plan sponsor’s address 8010 SOUTH COUNTY ROAD 5, SUITE 106, WINDSOR, CO, 80528

Signature of

Role Plan administrator
Date 2023-05-10
Name of individual signing JACKIE MONTOYA
Valid signature Filed with authorized/valid electronic signature
KOSMICKI INVESTMENT SERVICES, LLC 401K PLAN 2021 841394037 2022-05-19 KOSMICKI INVESTMENT SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9703309858
Plan sponsor’s address 8010 SOUTH COUNTY ROAD 5, SUITE 106, WINDSOR, CO, 80528

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing JACKIE MONTOYA
Valid signature Filed with authorized/valid electronic signature
KOSMICKI INVESTMENT SERVICES LLC 401(K) P/S PLAN 2011 841394037 2012-05-21 KOSMICKI INVESTMENT SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Plan sponsor’s address 910 W. 54TH AVENUE, SUITE 200, GREELEY, CO, 80634

Plan administrator’s name and address

Administrator’s EIN 841394037
Plan administrator’s name KOSMICKI INVESTMENT SERVICES LLC
Plan administrator’s address 910 W. 54TH AVENUE, SUITE 200, GREELEY, CO, 80634
Administrator’s telephone number 9703309858

Signature of

Role Plan administrator
Date 2012-05-21
Name of individual signing JOHN KOSMICKI
Valid signature Filed with authorized/valid electronic signature
KOSMICKI INVESTMENT SERVICES LLC 401(K) P/S PLAN 2011 841394037 2012-08-28 KOSMICKI INVESTMENT SERVICES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9703309858
Plan sponsor’s address 910 W. 54TH AVENUE, GREELEY, CO, 80634

Plan administrator’s name and address

Administrator’s EIN 841394037
Plan administrator’s name KOSMICKI INVESTMENT SERVICES LLC
Plan administrator’s address 910 W. 54TH AVENUE, GREELEY, CO, 80634
Administrator’s telephone number 9703309858

Signature of

Role Plan administrator
Date 2012-08-28
Name of individual signing JOHN KOSMICKI
Valid signature Filed with authorized/valid electronic signature
KOSMICKI INVESTMENT SERVICES LLC 401(K) P/S PLAN 2010 841394037 2011-02-14 KOSMICKI INVESTMENT SERVICES LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 9703309858
Plan sponsor’s address 910 W. 54TH AVENUE, SUITE 200, GREELEY, CO, 80634

Plan administrator’s name and address

Administrator’s EIN 841394037
Plan administrator’s name KOSMICKI INVESTMENT SERVICES LLC
Plan administrator’s address 910 W. 54TH AVENUE, SUITE 200, GREELEY, CO, 80634
Administrator’s telephone number 9703309858

Signature of

Role Plan administrator
Date 2011-02-14
Name of individual signing JOHN KOSMICKI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Jackie A Montoya Agent 8010 S County Road 5 Unit 106 Windsor CO 80528 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241445356 File Report 2024-04-23 2024-04-23 No data Principal address changed, Change in registered agent information
20231439900 File Report 2023-04-25 2023-04-25 No data Principal address changed, Change in registered agent information
20221416434 File Report 2022-04-25 2022-04-25 No data No data
20211401115 File Report 2021-04-26 2021-04-26 No data Change of Registered Agent Address
20201808263 Statement of Change Changing the Principal Office Address 2020-09-22 2020-09-22 No data Principal address changed;
20201674474 File Report 2020-08-03 2020-08-03 No data Change of Registered Agent
20191782931 File Report 2019-09-27 2019-09-27 No data Change of Registered Agent Address / Change of Entity Address
20181326662 File Report 2018-04-23 2018-04-23 No data No data
20171590740 File Report 2017-08-01 2017-08-01 No data No data
20161305819 File Report 2016-04-29 2016-04-29 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State