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CATALYST PLANNING GROUP, LLC

Company Details

Name: CATALYST PLANNING GROUP, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 07 Dec 2001 (23 years ago)
Entity Number: 20011231492
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 7201 E Berry Ave Greenwood Village CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CATALYST PLANNING GROUP 401(K) PLAN 2018 412033314 2019-05-14 CATALYST PLANNING GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address PO BOX 3473, ENGLEWOOD, CO, 801553473

Signature of

Role Plan administrator
Date 2019-05-14
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-14
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
CATALYST PLANNING GROUP 401(K) PLAN 2017 412033314 2018-10-01 CATALYST PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address PO BOX 3473, ENGLEWOOD, CO, 801553473

Signature of

Role Plan administrator
Date 2018-10-01
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-01
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
CATALYST PLANNING GROUP 401(K) PLAN 2016 412033314 2017-10-11 CATALYST PLANNING GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address PO BOX 3473, ENGLEWOOD, CO, 801553473

Signature of

Role Plan administrator
Date 2017-10-11
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-11
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
CATALYST PLANNING GROUP 401(K) PLAN 2015 412033314 2016-10-07 CATALYST PLANNING GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address 669 SOUTH PEARL ST., DENVER, CO, 80209

Signature of

Role Plan administrator
Date 2016-10-07
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-07
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
CATALYST PLANNING GROUP 401(K) PLAN 2014 412033314 2015-10-15 CATALYST PLANNING GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address 669 SOUTH PEARL ST., DENVER, CO, 80209

Signature of

Role Plan administrator
Date 2015-10-15
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-15
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
CATALYST PLANNING GROUP 401(K) PLAN 2013 412033314 2014-09-28 CATALYST PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address 669 SOUTH PEARL ST., DENVER, CO, 80209

Signature of

Role Plan administrator
Date 2014-09-28
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-09-28
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
CATALYST PLANNING GROUP 401 (K) PLAN 2012 412033314 2013-10-03 CATALYST PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address 669 SOUTH PEARL ST., DENVER, CO, 80209

Signature of

Role Plan administrator
Date 2013-10-03
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-03
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
CATALYST PLANNING GROUP 401 (K) PLAN 2011 412033314 2012-09-20 CATALYST PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address 16351 ROCK CRYSTAL DRIVE, PARKER, CO, 80134

Plan administrator’s name and address

Administrator’s EIN 412033314
Plan administrator’s name CATALYST PLANNING GROUP, LLC
Plan administrator’s address 16351 ROCK CRYSTAL DRIVE, PARKER, CO, 80134
Administrator’s telephone number 3034896651

Signature of

Role Plan administrator
Date 2012-09-20
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
CATALYST PLANNING GROUP 401 (K) PLAN 2010 412033314 2011-06-13 CATALYST PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address 16351 ROCK CRYSTAL DRIVE, PARKER, CO, 80134

Plan administrator’s name and address

Administrator’s EIN 412033314
Plan administrator’s name CATALYST PLANNING GROUP, LLC
Plan administrator’s address 16351 ROCK CRYSTAL DRIVE, PARKER, CO, 80134
Administrator’s telephone number 3034896651

Signature of

Role Plan administrator
Date 2011-06-13
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-06-13
Name of individual signing BRIAN WALSH
Valid signature Filed with incorrect/unrecognized electronic signature
CATALYST PLANNING GROUP 401 (K) PLAN 2009 412033314 2010-07-16 CATALYST PLANNING GROUP, LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 531390
Sponsor’s telephone number 3034896651
Plan sponsor’s address 16351 ROCK CRYSTAL DRIVE, PARKER, CO, 80134

Plan administrator’s name and address

Administrator’s EIN 412033314
Plan administrator’s name CATALYST PLANNING GROUP, LLC
Plan administrator’s address 16351 ROCK CRYSTAL DRIVE, PARKER, CO, 80134
Administrator’s telephone number 3034896651

Signature of

Role Plan administrator
Date 2010-07-15
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-15
Name of individual signing BRIAN WALSH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MEGAN WALSH Agent 7201 E Berry Ave Greenwood Village CO 80111 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248277782 File Report 2024-12-01 2024-12-01 No data Principal address changed, Change in registered agent information
20238251862 File Report 2023-11-29 2023-11-29 No data Principal address changed, Change in registered agent information
20228154174 File Report 2022-11-28 2022-11-28 No data Principal address changed, Change in registered agent information
20218108171 File Report 2021-11-24 2021-11-24 No data No data
20201949950 File Report 2020-11-02 2020-11-02 No data No data
20191922956 File Report 2019-11-23 2019-11-23 No data Change of Registered Agent Address
20181908714 File Report 2018-11-24 2018-11-24 No data No data
20171915952 File Report 2017-12-08 2017-12-08 No data Change of Registered Agent Address
20171350841 Statement of Change Changing the Principal Office Address 2017-05-03 2017-05-03 No data Principal address changed;
20161787537 File Report 2016-11-23 2016-11-23 No data No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6007277201 2020-04-27 0811 PPP 22007 E Rowland Drive, AURORA, CO, 80016
Loan Status Date 2020-12-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 68900
Loan Approval Amount (current) 68900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 444645
Servicing Lender Name HTLF Bank
Servicing Lender Address 1800 Larimer St, Ste 100, DENVER, CO, 80202-1404
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address AURORA, ARAPAHOE, CO, 80016-1000
Project Congressional District CO-06
Number of Employees 3
NAICS code 531390
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 444645
Originating Lender Name HTLF Bank
Originating Lender Address DENVER, CO
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 69283.2
Forgiveness Paid Date 2020-11-23
2416918409 2021-02-03 0811 PPS 4100 E Mississippi Ave, Denver, CO, 80246-3048
Loan Status Date 2021-10-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 46947
Loan Approval Amount (current) 46947
Undisbursed Amount 0
Franchise Name -
Lender Location ID 444645
Servicing Lender Name HTLF Bank
Servicing Lender Address 1800 Larimer St, Ste 100, DENVER, CO, 80202-1404
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Denver, ARAPAHOE, CO, 80246-3048
Project Congressional District CO-01
Number of Employees 2
NAICS code 531390
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 444645
Originating Lender Name HTLF Bank
Originating Lender Address DENVER, CO
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 47232.54
Forgiveness Paid Date 2021-09-22

Date of last update: 17 Feb 2025

Sources: Colorado's Secretary of State