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  5. EXECUTIVE PLANNING STRATEGIES, INC.

EXECUTIVE PLANNING STRATEGIES, INC.

Company Details

Name: EXECUTIVE PLANNING STRATEGIES, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 19 Nov 2001 (23 years ago)
Entity Number: 20011220618
ZIP code: 80138
County: Douglas County
Place of Formation: COLORADO
Principal Address: 9947 Sara Gulch Cir Parker CO 80138 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EXECUTIVE PLANNING STRATEGIES, INC DEFINED BENEFIT PENSION PLAN AND TRUST 2017 841612334 2018-07-24 EXECUTIVE PLANNING STRATEGIES, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 16364 FLINTLOCK CT, PARKER, CO, 80134
EXECUTIVE PLANNING STRATEGIES, INC DEFINED BENEFIT PENSION PLAN AND TRUST 2016 841612334 2017-08-24 EXECUTIVE PLANNING STRATEGIES, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 16364 FLINTLOCK CT, PARKER, CO, 80134
EXECUTIVE PLANNING STRATEGIES, INC DEFINED BENEFIT PENSION PLAN AND TRUST 2015 841612334 2016-09-06 EXECUTIVE PLANNING STRATEGIES, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 16364 FLINTLOCK CT, PARKER, CO, 80134
EXECUTIVE PLANNING STRATEGIES, INC DEFINED BENEFIT PENSION PLAN AND TRUST 2014 841612334 2015-09-24 EXECUTIVE PLANNING STRATEGIES, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 16364 FLINTLOCK CT, PARKER, CO, 80134

Signature of
Role Plan administrator
Date 2015-09-24
Name of individual signing BRIAN LOISEAU
Valid signature Filed with authorized/valid electronic signature
EXECUTIVE PLANNING STRATEGIES, INC DEFINED BENEFIT PENSION PLAN AND TRUST 2013 841612334 2014-04-09 EXECUTIVE PLANNING STRATEGIES, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 16364 FLINTLOCK CT, PARKER, CO, 80134

Signature of
Role Plan administrator
Date 2014-04-09
Name of individual signing BRIAN LOISEAU
Valid signature Filed with authorized/valid electronic signature
EXECUTIVE PLANNING STRATEGIES, INC DEFINED BENEFIT PENSION PLAN AND TRUST 2012 841612334 2013-07-17 EXECUTIVE PLANNING STRATEGIES, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 16364 FLINTLOCK CT, PARKER, CO, 80134

Signature of
Role Plan administrator
Date 2013-07-17
Name of individual signing BRIAN LOISEAU
Valid signature Filed with authorized/valid electronic signature
EXECUTIVE PLANNING STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 841612334 2012-07-30 EXECUTIVE PLANNING STRATEGIES, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 5675 DTC BLVD SUITE 180, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841612334
Plan administrator’s name EXECUTIVE PLANNING STRATEGIES, INC
Plan administrator’s address 5675 DTC BLVD SUITE 180, GREENWOOD VILLAGE, CO, 80111
Administrator’s telephone number 3033788737

Signature of
Role Plan administrator
Date 2012-07-30
Name of individual signing BRIAN LOISEAU
Valid signature Filed with authorized/valid electronic signature
EXECUTIVE PLANNING STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 841612334 2011-08-01 EXECUTIVE PLANNING STRATEGIES, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 5675 DTC BLVD SUITE 180, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841612334
Plan administrator’s name EXECUTIVE PLANNING STRATEGIES, INC
Plan administrator’s address 5675 DTC BLVD SUITE 180, GREENWOOD VILLAGE, CO, 80111
Administrator’s telephone number 3033788737

Signature of
Role Plan administrator
Date 2011-08-01
Name of individual signing BRIAN LOISEAU
Valid signature Filed with authorized/valid electronic signature
EXECUTIVE PLANNING STRATEGIES, INC 2009 841612334 2010-10-15 EXECUTIVE PLANNING STRATEGIES, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3033788737
Plan sponsor’s address 5675 DTC BLVD SUITE 180, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 841612334
Plan administrator’s name EXECUTIVE PLANNING STRATEGIES, INC
Plan administrator’s address 5675 DTC BLVD SUITE 180, GREENWOOD VILLAGE, CO, 80111
Administrator’s telephone number 3033788737

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing BRIAN LOISEAU
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRIAN J. LOISEAU Agent 9947 Sara Gulch Cir Parker CO 80138 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241742854 File Report 2024-07-15 2024-07-15 No data Principal address changed, Change in registered agent information
20231752177 File Report 2023-07-23 2023-07-23 No data Change in registered agent information
20221701274 File Report 2022-07-23 2022-07-23 No data No data
20211662839 File Report 2021-07-23 2021-07-23 No data Removed agent mailing address; / Change of Registered Agent Address / Change of Entity Address
20201625102 File Report 2020-07-23 2020-07-23 No data No data
20191847261 File Report 2019-10-24 2019-10-24 No data No data
20181573664 File Report 2018-07-23 2018-07-23 No data No data
20171554846 File Report 2017-07-24 2017-07-24 No data No data
20161488959 File Report 2016-07-23 2016-07-23 No data No data
20151468843 File Report 2015-07-23 2015-07-23 No data No data

Related by officers

BRIAN J. LOISEAU

BLDG CAPITAL, LLC

Related by address

9947 Sara Gulch Cir Parker CO 80138 US

Executive Holdings LLC

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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