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  5. FINANCIAL PLANNING ASSOCIATION

FINANCIAL PLANNING ASSOCIATION

Company Details

Name: FINANCIAL PLANNING ASSOCIATION
Jurisdiction: Colorado
Legal type: Foreign nonprofit corporation
Status: Good Standing
Date of registration: 07 Jan 2003 (22 years ago)
Entity Number: 20031004694
ZIP code: 80203
County: Denver County
Place of Formation: DISTRICT OF COLUMBIA
Principal Address: 1290 N Broadway Ste 1625 Denver CO 80203 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2023 841521488 2024-08-26 FINANCIAL PLANNING ASSOCIATION 70
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 3038677136
Plan sponsor’s address 1290 NORTH BROADWAY SUITE 1625, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2024-08-26
Name of individual signing DENNIS MOORE
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2022 841521488 2023-08-03 FINANCIAL PLANNING ASSOCIATION 75
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 3038677107
Plan sponsor’s address 1290 NORTH BROADWAY SUITE 1625, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2023-08-03
Name of individual signing SANDRA GARCIA
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2021 841521488 2022-09-09 FINANCIAL PLANNING ASSOCIATION 71
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 3038677107
Plan sponsor’s address 1290 NORTH BROADWAY SUITE 1625, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2022-09-09
Name of individual signing SANDRA GARCIA
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2020 841521488 2022-01-31 FINANCIAL PLANNING ASSOCIATION 77
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 3038677107
Plan sponsor’s address 1290 NORTH BROADWAY, SUITE 1625, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2022-01-31
Name of individual signing SANDRA GARCIA
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2019 841521488 2020-06-14 FINANCIAL PLANNING ASSOCIATION 73
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 3038677122
Plan sponsor’s address 1290 N BROADWAY SUITE 1625, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2020-06-14
Name of individual signing CRAIG NOLL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2018 841521488 2019-06-05 FINANCIAL PLANNING ASSOCIATION 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 3038677122
Plan sponsor’s address 1290 BROADWAY SUITE 1625, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2019-06-05
Name of individual signing CRAIG NOLL
Valid signature Filed with authorized/valid electronic signature
FINANCIAL PLANNING ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST 2017 841521488 2018-07-16 FINANCIAL PLANNING ASSOCIATION 77
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-11-01
Business code 813000
Sponsor’s telephone number 3038677122
Plan sponsor’s address 7535 E HAMPDEN AVE SUITE 600, DENVER, CO, 80231

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing CRAIG NOLL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Patrick D Mahoney Agent 1290 N Broadway Ste 1625 Denver CO 80203 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241868925 File Report 2024-08-21 2024-08-21 No data Principal address changed, Change in registered agent information
20231862492 File Report 2023-08-23 2023-08-23 No data Principal address changed, Change in registered agent information
20221803318 File Report 2022-08-23 2022-08-23 No data Principal address changed, Change in registered agent information
20218081980 File Report 2021-11-17 2021-11-17 No data No data
20201885523 File Report 2020-10-14 2020-10-14 No data Change of Registered Agent
20191822982 File Report 2019-10-15 2019-10-15 No data Change of Registered Agent Address / Change of Entity Address
20181859223 File Report 2018-10-30 2018-10-30 No data No data
20171764001 File Report 2017-10-10 2017-10-10 No data No data
20161690097 File Report 2016-10-12 2016-10-12 No data No data
20151701739 File Report 2015-10-29 2015-10-29 No data No data

Related by officers

No related officers

Related by address

1290 N Broadway Ste 1625 Denver CO 80203 US

National Financial Planning Support Center Financial Services Information Company

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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