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  5. Richtr Financial Studio, PC

Richtr Financial Studio, PC

Company Details

Name: Richtr Financial Studio, PC
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 01 Jan 2004 (21 years ago)
Entity Number: 20031411519
ZIP code: 80302
County: Boulder County
Place of Formation: COLORADO
Principal Address: 1221 Pearl St Boulder CO 80302 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RICHTR FINANCIAL STUDIO 401(K) PLAN 2023 200608203 2024-07-03 RICHTR FINANCIAL STUDIO, PC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541219
Sponsor’s telephone number 3034499222
Plan sponsor’s address 1221 PEARL STREET, BOULDER, CO, 80302

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-07-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
RICHTR FINANCIAL STUDIO 401(K) PLAN 2022 200608203 2023-08-11 RICHTR FINANCIAL STUDIO, PC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541219
Sponsor’s telephone number 3034499222
Plan sponsor’s address 1221 PEARL STREET, BOULDER, CO, 80302

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-08-11
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
RICHTR FINANCIAL STUDIO 401(K) PLAN 2021 200608203 2022-06-20 RICHTR FINANCIAL STUDIO, PC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541219
Sponsor’s telephone number 3034499222
Plan sponsor’s address 1221 PEARL STREET, BOULDER, CO, 80302

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-06-20
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
RICHTR FINANCIAL STUDIO 401(K) PLAN 2020 200608203 2021-07-12 RICHTR FINANCIAL STUDIO, PC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541219
Sponsor’s telephone number 3034499222
Plan sponsor’s address 1221 PEARL STREET, BOULDER, CO, 80302

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
RICHTR FINANCIAL STUDIO 401(K) PLAN 2019 200608203 2020-10-12 RICHTR FINANCIAL STUDIO, PC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541219
Sponsor’s telephone number 3034499222
Plan sponsor’s address 1221 PEARL STREET, BOULDER, CO, 80302

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
RICHTR FINANCIAL STUDIO, PC 401K PLAN 2018 200608203 2019-07-15 RICHTR FINANCIAL STUDIO 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541219
Sponsor’s telephone number 3034499222
Plan sponsor’s address 1395 BEAR MOUNTAIN DR. #100, BOULDER, CO, 80305

Signature of
Role Plan administrator
Date 2019-07-15
Name of individual signing JAMES GRAHAM
Valid signature Filed with authorized/valid electronic signature
RICHTR FINANCIAL STUDIO, PC 401K PLAN 2017 200608203 2018-07-13 RICHTR FINANCIAL STUDIO 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541219
Sponsor’s telephone number 3034499222
Plan sponsor’s address 1395 BEAR MOUNTAIN DR. #100, BOULDER, CO, 80305

Signature of
Role Plan administrator
Date 2018-07-13
Name of individual signing JAMES GRAHAM
Valid signature Filed with authorized/valid electronic signature
BOLDER BUSINESS ADVISORS CPA, PC 2016 200608203 2017-07-21 RICHTR FINANCIAL STUDIO 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541219
Sponsor’s telephone number 3034499222
Plan sponsor’s address 1395 BEAR MOUNTAIN DR. #100, BOULDER, CO, 80305

Signature of
Role Plan administrator
Date 2017-07-21
Name of individual signing JAMES GRAHAM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JAMES P. GRAHAM Agent 1395 Bear Mountain Dr Apt 100 Boulder CO 80305 US

Licenses

Number Status Type Date Last renew date End date Address
12692 Active FRM 2004-03-12 2023-09-01 2026-08-31 Boulder CO 80305

Transaction History

Transaction ID Type Date Effective date Name Comment
20248299796 File Report 2024-12-05 2024-12-05 No data Principal address changed, Change in registered agent information
20238352904 File Report 2023-12-28 2023-12-28 No data Principal address changed, Change in registered agent information
20231036037 File Report 2023-01-09 2023-01-09 No data Principal address changed, Change in registered agent information
20221042394 File Report 2022-01-13 2022-01-13 No data No data
20211202326 File Report 2021-02-26 2021-02-26 No data No data
20201042016 File Report 2020-01-16 2020-01-16 No data No data
20188034825 File Report 2018-12-27 2018-12-27 No data No data
20171968512 File Report 2017-12-29 2017-12-29 No data No data
20171423001 Amend Articles of Incorporation for a Profit Corporation 2017-06-01 2017-06-01 Richtr Financial Studio, PC Change of Entity Name
20171196424 File Report 2017-03-10 2017-03-10 No data No data

Related by officers

No related officers

Related by address

1221 Pearl St Boulder CO 80302 US

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Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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