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  5. THE MARGOLIS TEAM, INC.

THE MARGOLIS TEAM, INC.

Company Details

Name: THE MARGOLIS TEAM, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 29 Sep 2003 (21 years ago)
Entity Number: 20031310079
ZIP code: 80303
County: Boulder County
Place of Formation: COLORADO
Principal Address: 4770 Baseline Rd Ste 200 Boulder CO 80303 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE MARGOLIS TEAM, INC. 401(K) PLAN 2023 202068364 2024-05-29 THE MARGOLIS TEAM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 7203520454
Plan sponsor’s address 4770 BASELINE RD STE 200, BOULDER, CO, 80303

Signature of
Role Plan administrator
Date 2024-05-29
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2022 202068364 2023-09-01 THE MARGOLIS TEAM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3038354526
Plan sponsor’s address 410 STRONG ST., BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2023-09-01
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2021 202068364 2022-08-13 THE MARGOLIS TEAM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3039548345
Plan sponsor’s address 410 STRONG ST, BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2022-08-13
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2020 202068364 2021-06-15 THE MARGOLIS TEAM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3038354526
Plan sponsor’s address 410 STRONG ST., BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2021-06-15
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2019 202068364 2020-07-14 THE MARGOLIS TEAM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3038354526
Plan sponsor’s address 410 STRONG ST., BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2020-07-14
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2018 202068364 2019-06-18 THE MARGOLIS TEAM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3038354526
Plan sponsor’s address 410 STRONG ST., BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2019-06-18
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2017 202068364 2018-06-04 THE MARGOLIS TEAM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3038354526
Plan sponsor’s address 410 STRONG ST., BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2018-06-04
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2016 202068364 2017-06-22 THE MARGOLIS TEAM, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3038354526
Plan sponsor’s address 410 STRONG ST., BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2017-06-22
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2015 202068364 2017-07-10 THE MARGOLIS TEAM, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3038354526
Plan sponsor’s address 410 STRONG ST., BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2017-07-10
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature
THE MARGOLIS TEAM, INC. 401(K) PLAN 2014 202068364 2015-07-07 THE MARGOLIS TEAM, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531210
Sponsor’s telephone number 3038354526
Plan sponsor’s address 410 STRONG ST., BRIGHTON, CO, 80601

Signature of
Role Plan administrator
Date 2015-07-07
Name of individual signing BRIAN MARGOLIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Brian Margolis Agent 4770 Baseline Rd Ste 200 Boulder CO 80303 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241664957 File Report 2024-06-24 2024-06-24 No data Principal address changed, Change in registered agent information
20241403497 Statement of Change Changing the Principal Office Address 2024-04-08 2024-04-08 No data Principal address changed;
20241258961 Statement of Change Changing the Registered Agent Information 2024-03-01 2024-03-01 No data Registered agent information changed;
20231649882 File Report 2023-06-23 2023-06-23 No data Principal address changed, Change in registered agent information
20221922560 File Report 2022-09-24 2022-09-24 No data Principal address changed, Change in registered agent information
20211629625 File Report 2021-07-07 2021-07-07 No data No data
20208020180 File Report 2020-11-24 2020-11-24 No data Removed agent mailing address;
20191552401 File Report 2019-07-08 2019-07-08 No data Change of Registered Agent
20181716554 File Report 2018-09-10 2018-09-10 No data No data
20171475909 File Report 2017-06-23 2017-06-23 No data No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3639318506 2021-02-24 0811 PPS 410 Strong St, Brighton, CO, 80601-1735
Loan Status Date 2022-01-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 48482
Loan Approval Amount (current) 48482
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15596
Servicing Lender Name FirstBank
Servicing Lender Address 10403 W Colfax Ave, LAKEWOOD, CO, 80215-3811
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Brighton, ADAMS, CO, 80601-1735
Project Congressional District CO-08
Number of Employees 8
NAICS code 531210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 15596
Originating Lender Name FirstBank
Originating Lender Address LAKEWOOD, CO
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 48872.55
Forgiveness Paid Date 2021-12-14
6508227108 2020-04-14 0811 PPP 410 STRONG ST, BRIGHTON, CO, 80601-1735
Loan Status Date 2021-07-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 44400
Loan Approval Amount (current) 44400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15596
Servicing Lender Name FirstBank
Servicing Lender Address 10403 W Colfax Ave, LAKEWOOD, CO, 80215-3811
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address BRIGHTON, ADAMS, CO, 80601-1735
Project Congressional District CO-08
Number of Employees 5
NAICS code 531210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 15596
Originating Lender Name FirstBank
Originating Lender Address LAKEWOOD, CO
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 44932.8
Forgiveness Paid Date 2021-06-29

Related by officers

Brian Margolis

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Related by address

4770 Baseline Rd Ste 200 Boulder CO 80303 US

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Date of last update: 10 Mar 2025

Sources: Colorado's Secretary of State

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