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  5. STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC.

STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC.

Company Details

Name: STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 17 Feb 2004 (21 years ago)
Entity Number: 20041057374
ZIP code: 80908
County: El Paso County
Place of Formation: COLORADO
Principal Address: 14145 Millhaven Pl Colorado Springs CO 80908 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2023 200781735 2024-07-10 STRATEGIC FINANCIAL PARTNERS - COLORADO SPRINGS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880224
Plan sponsor’s address 14145 MILLHAVEN PLACE, COLORADO SPRINGS, CO, 80908
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2022 200781735 2023-07-31 STRATEGIC FINANCIAL PARTNERS - COLORADO SPRINGS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880223
Plan sponsor’s address 14145 MILLHAVEN PLACE, COLORADO SPRINGS, CO, 80908
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2021 200781735 2022-07-12 STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880200
Plan sponsor’s address 1755 TELSTAR DRIVE, SUITE 501, COLORADO SPRINGS, CO, 80920

Signature of
Role Plan administrator
Date 2022-07-12
Name of individual signing JOHN FERGUSON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2020 200781735 2021-06-10 STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880200
Plan sponsor’s address 1755 TELSTAR DRIVE, SUITE 501, COLORADO SPRINGS, CO, 80920

Signature of
Role Plan administrator
Date 2021-06-10
Name of individual signing JOHN FERGUSON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2019 200781735 2020-06-04 STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880200
Plan sponsor’s address 1755 TELSTAR DRIVE, SUITE 501, COLORADO SPRINGS, CO, 80920

Signature of
Role Plan administrator
Date 2020-06-04
Name of individual signing JOHN FERGUSON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2018 200781735 2019-07-15 STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880200
Plan sponsor’s address 1755 TELSTAR DRIVE, SUITE 501, COLORADO SPRINGS, CO, 80920

Signature of
Role Plan administrator
Date 2019-07-15
Name of individual signing JOHN FERGUSON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2017 200781735 2018-08-10 STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880200
Plan sponsor’s address 1755 TELSTAR DRIVE, SUITE 501, COLORADO SPRINGS, CO, 80920

Signature of
Role Plan administrator
Date 2018-08-10
Name of individual signing JOHN FERGUSON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2016 200781735 2017-07-19 STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880200
Plan sponsor’s address 1755 TELSTAR DRIVE, SUITE 501, COLORADO SPRINGS, CO, 80920

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing JOHN FERGUSON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2015 200781735 2016-06-30 STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880200
Plan sponsor’s address 1755 TELSTAR DRIVE, SUITE 501, COLORADO SPRINGS, CO, 80920

Signature of
Role Plan administrator
Date 2016-06-30
Name of individual signing JEANNETTE ANDERSON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC FINANCIAL PARTNERS 401(K) PLAN 2014 200781735 2015-07-20 STRATEGIC FINANCIAL PARTNERS-COLORADO SPRINGS, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7193880200
Plan sponsor’s address 1755 TELSAR DRIVE, SUITE 501, COLORADO SPRINGS, CO, 80920

Signature of
Role Plan administrator
Date 2015-07-20
Name of individual signing JEANNETTE ANDERSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
John W Ferguson Jr. Agent 14145 Millhaven Pl Colorado Springs CO 80908 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241077475 File Report 2024-01-23 2024-01-23 No data Change in registered agent information
20231082440 File Report 2023-01-23 2023-01-23 No data Principal address changed, Change in registered agent information
20221085246 File Report 2022-01-24 2022-01-24 No data No data
20211076443 File Report 2021-01-25 2021-01-25 No data No data
20201061666 File Report 2020-01-23 2020-01-23 No data No data
20191058369 File Report 2019-01-23 2019-01-23 No data No data
20181068610 File Report 2018-01-24 2018-01-24 No data No data
20171051137 File Report 2017-01-23 2017-01-23 No data No data
20161286672 File Report 2016-04-25 2016-04-25 No data No data
20151053820 File Report 2015-01-24 2015-01-24 No data No data

Related by officers

No related officers

Related by address

14145 Millhaven Pl Colorado Springs CO 80908 US

Strategic Financial Partners, Inc.

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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