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  5. WINTERSCHEIDT & ASSOCIATES, PC

WINTERSCHEIDT & ASSOCIATES, PC

Company Details

Name: WINTERSCHEIDT & ASSOCIATES, PC
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 09 Sep 2002 (22 years ago)
Entity Number: 20021248611
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 9474 E Orchard Dr Greenwood Village CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2019 134210076 2020-12-19 WINTERSCHEIDT & ASSOCIATES, PC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 9474 EAST ORCHARD DRIVE, GREENWOOD VILLAGE, CO, 80111
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Number of participants as of the end of the plan year
Active participants 1
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 1
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 2020-12-19
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2018 134210076 2020-01-20 WINTERSCHEIDT & ASSOCIATES, PC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 9474 EAST ORCHARD DRIVE, GREENWOOD VILLAGE, CO, 80111
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Number of participants as of the end of the plan year
Active participants 5
Other retired or separated participants entitled to future benefits 3
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 2020-01-17
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2017 134210076 2019-08-29 WINTERSCHEIDT & ASSOCIATES, PC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Number of participants as of the end of the plan year
Active participants 6
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 2
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 2019-08-29
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2016 134210076 2018-03-12 WINTERSCHEIDT & ASSOCIATES, PC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Number of participants as of the end of the plan year
Active participants 9
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 12
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2018-02-14
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2015 134210076 2017-06-30 WINTERSCHEIDT & ASSOCIATES, PC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Number of participants as of the end of the plan year
Active participants 11
Number of participants with account balances as of the end of the plan year 12
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 2017-06-30
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2014 134210076 2016-03-30 WINTERSCHEIDT & ASSOCIATES, PC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Number of participants as of the end of the plan year
Active participants 9
Number of participants with account balances as of the end of the plan year 9

Signature of
Role Plan administrator
Date 2016-03-30
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2013 134210076 2015-02-13 WINTERSCHEIDT & ASSOCIATES, PC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Number of participants as of the end of the plan year
Active participants 8
Number of participants with account balances as of the end of the plan year 8

Signature of
Role Plan administrator
Date 2014-12-04
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2012 134210076 2014-01-24 WINTERSCHEIDT & ASSOCIATES, PC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

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

Signature of
Role Plan administrator
Date 2013-12-04
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2011 134210076 2013-08-15 WINTERSCHEIDT & ASSOCIATES, PC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Plan administrator’s name and address
Administrator’s EIN 134210076
Plan administrator’s name WINTERSCHEIDT & ASSOCIATES, PC
Plan administrator’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Administrator’s telephone number 3032213157

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

Signature of
Role Plan administrator
Date 2013-08-15
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature
WINTERSCHEIDT & ASSOCIATES, PC 401K PLAN 2010 134210076 2012-08-08 WINTERSCHEIDT & ASSOCIATES, PC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-12-20
Business code 541211
Sponsor’s telephone number 3032213157
Plan sponsor’s mailing address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Plan sponsor’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237

Plan administrator’s name and address
Administrator’s EIN 134210076
Plan administrator’s name WINTERSCHEIDT & ASSOCIATES, PC
Plan administrator’s address 8055 EAST TUFTS AVENUE, SUITE 550, DENVER, CO, 80237
Administrator’s telephone number 3032213157

Number of participants as of the end of the plan year
Active participants 6
Number of participants with account balances as of the end of the plan year 6

Signature of
Role Plan administrator
Date 2012-08-08
Name of individual signing JOHN WINTERSCHEIDT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Michael Winterscheidt Agent 9474 E Orchard Dr Greenwood Village CO 80111 US

Licenses

Number Status Type Date Last renew date End date Address
12639 Expired FRM 2003-06-20 2017-09-01 2020-08-31 GREENWOOD VILLAGE CO 80111

Transaction History

Transaction ID Type Date Effective date Name Comment
20241883483 File Report 2024-08-23 2024-08-23 No data Principal address changed, Change in registered agent information
20231898734 File Report 2023-08-27 2023-08-27 No data Principal address changed, Change in registered agent information
20221809362 File Report 2022-08-23 2022-08-23 No data Principal address changed, Change in registered agent information
20211790040 File Report 2021-08-26 2021-08-26 No data No data
20201717051 File Report 2020-08-23 2020-08-23 No data No data
20191681375 File Report 2019-08-26 2019-08-26 No data No data
20181686377 File Report 2018-08-29 2018-08-29 No data Change of Registered Agent Address / Change of Entity Address
20171646011 File Report 2017-08-25 2017-08-25 No data Removed agent mailing address;
20161544344 File Report 2016-08-12 2016-08-12 No data No data
20151550432 File Report 2015-08-25 2015-08-25 No data No data

Related by officers

Michael Winterscheidt

WIN WEALTH MANAGEMENT, INC.

Related by address

9474 E Orchard Dr Greenwood Village CO 80111 US

COLORADO BOULEVARD LESSORS, INC.

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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