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Pinnacle Wealth Management, Inc.

Company Details

Name: Pinnacle Wealth Management, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 18 Dec 2002 (22 years ago)
Entity Number: 20021351605
ZIP code: 80222
County: Denver County
Place of Formation: COLORADO
Principal Address: 2696 S Colorado Blvd Ste 430 Denver CO 80222 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PINNACLE WEALTH MANAGEMENT 401(K) 2022 352193606 2023-10-05 PINNACLE WEALTH MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3038060988
Plan sponsor’s address 2696 SOUTH COLORADO BLVD, #430, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2023-10-05
Name of individual signing THOMAS STEFANIAK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-05
Name of individual signing THOMAS STEFANIAK
Valid signature Filed with authorized/valid electronic signature
PINNACLE WEALTH MANAGEMENT 401(K) 2022 352193606 2023-10-05 PINNACLE WEALTH MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3038060988
Plan sponsor’s address 2696 SOUTH COLORADO BLVD, #430, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2023-10-05
Name of individual signing THOMAS STEFANIAK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-05
Name of individual signing THOMAS STEFANIAK
Valid signature Filed with authorized/valid electronic signature
PINNACLE WEALTH MANAGEMENT 401(K) 2021 352193606 2022-06-30 PINNACLE WEALTH MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3038060988
Plan sponsor’s address 2696 SOUTH COLORADO BLVD, #430, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2022-06-30
Name of individual signing THOMAS C STEFANIAK
Valid signature Filed with authorized/valid electronic signature
PINNACLE WEALTH MANAGEMENT 401(K) 2020 352193606 2021-05-04 PINNACLE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3038060988
Plan sponsor’s address 2696 SOUTH COLORADO BLVD, #430, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2021-05-04
Name of individual signing THOMAS C STEFANIAK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-04
Name of individual signing THOMAS C STEFANIAK
Valid signature Filed with authorized/valid electronic signature
PINNACLE WEALTH MANAGEMENT 401(K) 2019 352193606 2020-05-07 PINNACLE WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3038060988
Plan sponsor’s address 2696 SOUTH COLORADO BLVD, #430, DENVER, CO, 80222

Signature of

Role Plan administrator
Date 2020-05-07
Name of individual signing THOMAS C. STEFANIAK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
THOMAS C. STEFANIAK Agent 2696 S Colorado Blvd Ste 430 Denver CO 80222 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248251665 File Report 2024-11-25 2024-11-25 No data Principal address changed, Change in registered agent information
20238236602 File Report 2023-11-27 2023-11-27 No data Principal address changed, Change in registered agent information
20228134482 File Report 2022-11-23 2022-11-23 No data Principal address changed, Change in registered agent information
20218113039 File Report 2021-11-24 2021-11-24 No data No data
20211231187 File Report 2021-03-05 2021-03-05 No data No data
20191922855 File Report 2019-11-23 2019-11-23 No data No data
20181919697 File Report 2018-11-26 2018-11-26 No data No data
20171882948 File Report 2017-11-27 2017-11-27 No data No data
20161800767 File Report 2016-11-28 2016-11-28 No data No data
20151743836 File Report 2015-11-23 2015-11-23 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State