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  5. SCHAEFER FINANCIAL MANAGEMENT, INC.

SCHAEFER FINANCIAL MANAGEMENT, INC.

Company Details

Name: SCHAEFER FINANCIAL MANAGEMENT, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 19 Dec 2000 (24 years ago)
Entity Number: 20001247707
ZIP code: 80112
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 7700 E Arapahoe Rd Ste 265 Centennial CO 80112 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHAEFER FINANCIAL MANAGEMENT PROFIT SHARING PLAN 2023 841593457 2024-07-10 SCHAEFER FINANCIAL MANAGEMENT 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s address 7700 E ARAPAHOE RD STE 265, CENTENNIAL, CO, 801126108

Signature of
Role Plan administrator
Date 2024-07-10
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-10
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT PROFIT SHARING PLAN 2022 841593457 2023-07-25 SCHAEFER FINANCIAL MANAGEMENT 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Plan sponsor’s address 7700 E ARAPAHOE RD STE 265, CENTENNIAL, CO, 801126108

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-25
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT , INC. PROFIT SHAING PLAN 2019 841593457 2020-06-17 SCHAEFER FINANCIAL MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s mailing address 7700 EAST ARAPAHOE ROAD, SUITE 265, CENTENNIAL, CO, 80112
Plan sponsor’s address 7700 EAST ARAPAHOE ROAD, SUITE 265, CENTENNIAL, CO, 80112

Number of participants as of the end of the plan year
Active participants 8
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-06-17
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-17
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT, INC. PROFIT SHARING PLAN 2018 841593457 2019-07-03 SCHAEFER FINANCIAL MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s mailing address 7700 EAST ARAPAHOE ROAD, SUITE 265, CENTENNIAL, CO, 80112
Plan sponsor’s address 7700 EAST ARAPAHOE ROAD, SUITE 265, CENTENNIAL, CO, 80112

Number of participants as of the end of the plan year
Active participants 7
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-03
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT, INC. PROFIT SHARING PLAN 2017 841593457 2018-07-12 SCHAEFER FINANCIAL MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s mailing address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112
Plan sponsor’s address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 841593457
Plan administrator’s name SCHAEFER FINANCIAL MANAGEMENT, INC.
Plan administrator’s address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112
Administrator’s telephone number 3037706700

Number of participants as of the end of the plan year
Active participants 7
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2018-07-12
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-12
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT, INC. PROFIT SHARING PLAN 2016 841593457 2017-07-14 SCHAEFER FINANCIAL MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s mailing address 7700 E ARAPAHOE RD STE 265, CENTENNIAL, CO, 801126108
Plan sponsor’s address 7700 E ARAPAHOE RD STE 265, CENTENNIAL, CO, 801126108

Number of participants as of the end of the plan year
Active participants 8
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 8
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2017-07-14
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-14
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT, INC. PROFIT SHARING PLAN 2015 841593457 2016-07-01 SCHAEFER FINANCIAL MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s mailing address 7700 E ARAPAHOE RD STE 265, CENTENNIAL, CO, 801126108
Plan sponsor’s address 7700 E ARAPAHOE RD STE 265, CENTENNIAL, CO, 801126108

Number of participants as of the end of the plan year
Active participants 8
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2016-07-01
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-01
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT, INC. PROFIT SHARING PLAN 2013 841593457 2014-06-19 SCHAEFER FINANCIAL MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s mailing address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112
Plan sponsor’s address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112

Number of participants as of the end of the plan year
Active participants 7
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2014-06-19
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-19
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT INC. PROFIT SHARING PLAN 2012 841593457 2013-06-26 SCHAEFER FINANCIAL MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s mailing address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112
Plan sponsor’s address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112

Number of participants as of the end of the plan year
Active participants 7
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-06-26
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-26
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature
SCHAEFER FINANCIAL MANAGEMENT INC. PROFIT SHARING PLAN 2011 841593457 2012-07-12 SCHAEFER FINANCIAL MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1992-01-01
Business code 523900
Sponsor’s telephone number 3037706700
Plan sponsor’s mailing address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112
Plan sponsor’s address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 841593457
Plan administrator’s name SCHAEFER FINANCIAL MANAGEMENT, INC.
Plan administrator’s address 7700 EAST ARAPAHOE ROAD - SUITE 265, CENTENNIAL, CO, 80112
Administrator’s telephone number 3037706700

Number of participants as of the end of the plan year
Active participants 7
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 8

Signature of
Role Plan administrator
Date 2012-07-12
Name of individual signing JEFFREY SCHAEFER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Larry D. Harvey Agent 4582 S Ulster St Ste 1350 Denver CO 80237 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248285416 File Report 2024-12-02 2024-12-02 No data Principal address changed, Change in registered agent information
20238270278 File Report 2023-12-04 2023-12-04 No data Principal address changed, Change in registered agent information
20228163006 File Report 2022-11-29 2022-11-29 No data Principal address changed, Change in registered agent information
20221514717 Statement of Change Changing the Registered Agent Information 2022-05-23 2022-05-23 No data Registered agent information changed;
20218111356 File Report 2021-11-24 2021-11-24 No data No data
20211218217 File Report 2021-03-02 2021-03-02 No data No data
20191952572 File Report 2019-12-02 2019-12-02 No data No data
20181932594 File Report 2018-11-28 2018-11-28 No data Change of Registered Agent Address
20181173415 File Report 2018-02-27 2018-02-27 No data No data
20171173841 File Report 2017-03-01 2017-03-01 No data Removed agent mailing address;

Related by officers

Larry D. Harvey

COMPLETE AUTOBODY, INC. GOURMET ALTERNATIVE, INC. NICHOLS OIL COMPANY VARSITY FORMAL WEAR, INC. AMICI'S PIZZERIA & ITALIAN RESTAURANT, INC. COLORADO SCHOOL OF TRADITIONAL CHINESE MEDICINE, INC. MDK CORPORATION Diversified Liquidation Corp. BANCSOURCE MORTGAGE CORPORATION CALEBS MANAGEMENT ENTERPRISES, INC.

Related by address

7700 E Arapahoe Rd Ste 265 Centennial CO 80112 US

22 RANCH GUN CLUB

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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