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  5. EXCEL FINANCIAL GROUP, LLC

EXCEL FINANCIAL GROUP, LLC

Headquarter

Company Details

Name: EXCEL FINANCIAL GROUP, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 17 Jun 2003 (22 years ago)
Entity Number: 20031197236
ZIP code: 80524
County: Larimer County
Place of Formation: COLORADO
Principal Address: 123 N College Ave Ste 230 Fort Collins CO 80524 US

Links between entities

Type Company Name Company Number State
Headquarter of EXCEL FINANCIAL GROUP, LLC, MINNESOTA 8067b9fe-3900-e311-be65-001ec94ffe7f MINNESOTA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EXCEL FINANCIAL GROUP RETIREMENT TRUST 2023 043762766 2024-04-01 EXCEL FINANCIAL GROUP LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-09-15
Business code 531390
Sponsor’s telephone number 9705670023
Plan sponsor’s address 123 N COLLEGE AVE #230, FORT COLLINS, CO, 805242489

Signature of
Role Plan administrator
Date 2024-04-01
Name of individual signing BRYAN EMMETT
Valid signature Filed with authorized/valid electronic signature
EXCEL FINANCIAL GROUP RETIREMENT TRUST 2022 043762766 2023-09-26 EXCEL FINANCIAL GROUP LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-09-15
Business code 531390
Sponsor’s telephone number 9705670023
Plan sponsor’s address 123 N COLLEGE AVE #230, FORT COLLINS, CO, 805242489

Signature of
Role Plan administrator
Date 2023-09-26
Name of individual signing BRYAN EMMETT
Valid signature Filed with authorized/valid electronic signature
EXCEL FINANCIAL GROUP RETIREMENT TRUST 2021 043762766 2022-06-29 EXCEL FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-09-15
Business code 541600
Sponsor’s telephone number 9704078288
Plan sponsor’s address 123 N COLLEGE AVE, STE 230, FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2022-06-29
Name of individual signing BRYAN W EMMETT
Valid signature Filed with authorized/valid electronic signature
EXCEL FINANCIAL GROUP RETIREMENT TRUST 2020 043762766 2021-07-10 EXCEL FINANCIAL GROUP 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-09-15
Business code 541600
Sponsor’s telephone number 9704078288
Plan sponsor’s address 123 N COLLEGE AVE, STE 230, FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2021-07-10
Name of individual signing BRYAN W EMMETT
Valid signature Filed with authorized/valid electronic signature
EXCEL FINANCIAL GROUP RETIREMENT TRUST 2019 043762766 2020-07-23 EXCEL FINANCIAL GROUP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-09-15
Business code 541600
Sponsor’s telephone number 9704078288
Plan sponsor’s address 123 N COLLEGE AVE, STE 230, FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2020-07-23
Name of individual signing BRYAN W EMMETT
Valid signature Filed with authorized/valid electronic signature
EXCEL FINANCIAL GROUP RETIREMENT TRUST 2018 043762766 2019-07-25 EXCEL FINANCIAL GROUP 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-09-15
Business code 541600
Sponsor’s telephone number 9704078288
Plan sponsor’s address 123 N COLLEGE AVE SUITE 230, FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing BRYAN EMMETT
Valid signature Filed with authorized/valid electronic signature
EXCEL FINANCIAL GROUP RETIREMENT TRUST 2017 043762766 2018-07-05 EXCEL FINANCIAL GROUP 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-09-15
Business code 541600
Sponsor’s telephone number 9704078288
Plan sponsor’s address 123 N COLLEGE AVE SUITE 230, FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2018-07-05
Name of individual signing BRYAN W EMMETT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Matthew Corey Seitz Agent 123 N College Ave Ste 230 Fort Collins CO 80524 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241555729 File Report 2024-05-23 2024-05-23 No data Principal address changed, Change in registered agent information
20231545432 File Report 2023-05-23 2023-05-23 No data Principal address changed, Change in registered agent information
20221504095 File Report 2022-05-23 2022-05-23 No data No data
20211498287 File Report 2021-05-25 2021-05-25 No data No data
20201455467 File Report 2020-05-26 2020-05-26 No data No data
20191653401 File Report 2019-08-16 2019-08-16 No data No data
20181608139 File Report 2018-07-31 2018-07-31 No data No data
20171384156 File Report 2017-05-23 2017-05-23 No data No data
20161569458 File Report 2016-08-24 2016-08-24 No data No data
20151369449 Amend and Restate Articles of Organization for an LLC 2015-06-02 2015-06-02 No data No data

Related by officers

Matthew Corey Seitz

LONE TREE HOME BUILDERS, LLC Excel Financial Group RE, LLC Urban Living at Winter Park, LLC Excel Commercial Properties, LLC 1640 Riverside, LLC

Related by address

123 N College Ave Ste 230 Fort Collins CO 80524 US

Parallel Peak Financial Excel Commercial Properties, LLC Matthew Weaver Loan Officer, LLC

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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