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LIGHTHOUSE FINANCIAL, LLC

Company Details

Name: LIGHTHOUSE FINANCIAL, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 14 Oct 1999 (25 years ago)
Entity Number: 19991192326
ZIP code: 80021
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 370 Interlocken Blvd Ste 525 Broomfield CO 80021 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIGHTHOUSE FINANCIAL 401(K) PLAN 2023 901229869 2024-04-26 LIGHTHOUSE FINANCIAL, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3034441818
Plan sponsor’s address 370 INTERLOCKEN BLVD., SUITE 525, BROOMFIELD, CO, 80021

Signature of

Role Plan administrator
Date 2024-04-26
Name of individual signing SHANNON ROSS
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE FINANCIAL 401(K) PLAN 2022 901229869 2023-06-22 LIGHTHOUSE FINANCIAL, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3034441818
Plan sponsor’s address 370 INTERLOCKEN BLVD., SUITE 525, BROOMFIELD, CO, 80021

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing SHANNON ROSS
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE FINANCIAL 401(K) PLAN 2021 901229869 2022-05-04 LIGHTHOUSE FINANCIAL, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3034441818
Plan sponsor’s address 370 INTERLOCKEN BLVD., SUITE 525, BROOMFIELD, CO, 80021

Signature of

Role Plan administrator
Date 2022-05-04
Name of individual signing SHANNON ROSS
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE FINANCIAL 401(K) PLAN 2020 901229869 2021-07-26 LIGHTHOUSE FINANCIAL, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3034441818
Plan sponsor’s address 370 INTERLOCKEN BLVD., SUITE 525, BROOMFIELD, CO, 80021

Signature of

Role Plan administrator
Date 2021-07-26
Name of individual signing SHANNON ROSS
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE FINANCIAL 401(K) PLAN 2019 901229869 2020-07-28 LIGHTHOUSE FINANCIAL, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3034441818
Plan sponsor’s address 370 INTERLOCKEN BLVD., SUITE 525, BROOMFIELD, CO, 80021

Signature of

Role Plan administrator
Date 2020-07-28
Name of individual signing SHANNON ROSS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Shannon Ross Agent 370 Interlocken Blvd Ste 525 Broomfield CO 80021 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241780744 File Report 2024-07-24 2024-07-24 No data Principal address changed, Change in registered agent information
20231442938 File Report 2023-04-25 2023-04-25 No data Principal address changed, Change in registered agent information
20221678985 File Report 2022-07-13 2022-07-13 No data No data
20211647631 File Report 2021-07-16 2021-07-16 No data Change of Registered Agent Address / Change of Entity Address
20201638319 File Report 2020-07-24 2020-07-24 No data Removed entity mailing address;Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address
20191217820 File Report 2019-03-11 2019-03-11 No data Removed agent mailing address; / Change of Registered Agent Address / Change of Entity Address
20191018097 Statement of Change Changing the Principal Office Address 2019-01-07 2019-01-07 No data Principal address changed;
20181340564 File Report 2018-04-24 2018-04-24 No data No data
20171347777 File Report 2017-05-02 2017-05-02 No data No data
20161334263 File Report 2016-05-13 2016-05-13 No data No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State