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HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION

Company Details

Name: HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION
Jurisdiction: Colorado
Legal type: Domestic nonprofit corporation
Status: Good Standing
Date of registration: 01 Dec 2003 (21 years ago)
Entity Number: 20031379472
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 8301 E Prentice Ave Ste 312 Greenwood Village CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2023 260076287 2024-07-31 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2024-07-31
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2023 260076287 2024-02-21 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2024-02-21
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2022 260076287 2023-08-22 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2023-08-22
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2021 260076287 2022-04-04 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2022-04-04
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2020 260076287 2021-04-27 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2021-04-27
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2019 260076287 2020-01-20 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2020-01-20
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2018 260076287 2019-07-10 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2019-07-10
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2017 260076287 2018-10-10 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2018-10-10
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2016 260076287 2017-07-03 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2017-07-03
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature
HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN 2015 260076287 2016-06-09 HEARTLAND INSTITUTE FOR FINANCIAL EDUCATION 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523210
Sponsor’s telephone number 3035970197
Plan sponsor’s address 8301 E. PRENTICE AVENUE, #312, GREENWOOD VILLAGE, CO, 80111

Signature of

Role Plan administrator
Date 2016-06-09
Name of individual signing DAVID BROMEIER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RYAN GAPPINGER Agent 12092 S Meander Way Parker CO 80138 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248249239 File Report 2024-11-25 2024-11-25 No data No data
20238241814 File Report 2023-11-28 2023-11-28 No data Principal address changed, Change in registered agent information
20228190025 File Report 2022-12-05 2022-12-05 No data Principal address changed, Change in registered agent information
20218103052 File Report 2021-11-23 2021-11-23 No data No data
20208024196 File Report 2020-11-24 2020-11-24 No data No data
20191928985 File Report 2019-11-25 2019-11-25 No data No data
20181917424 File Report 2018-11-26 2018-11-26 No data No data
20171879141 File Report 2017-11-27 2017-11-27 No data No data
20161789531 File Report 2016-11-23 2016-11-23 No data No data
20151777761 File Report 2015-12-03 2015-12-03 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State