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  5. Envision Planning, LLC

Envision Planning, LLC

Company Details

Name: Envision Planning, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 30 Jul 2004 (20 years ago)
Entity Number: 20041268873
ZIP code: 80203
County: Denver County
Place of Formation: COLORADO
Principal Address: 789 N Sherman St Ste 670 Denver CO 80203 US

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
59NV0 Active Non-Manufacturer 2008-12-10 2023-12-03 No data No data

Contact Information
POC KRISTY PALS PALS
Phone +1 970-330-1767
Fax +1 888-239-6484
Address 1015 37TH AVENUE CT UNIT 202, GREELEY, CO, 80634 2500, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ENVISION PLANNING, LLC 401(K) PLAN 2023 550883331 2024-07-03 ENVISION PLANNING, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 3032842922
Plan sponsor’s address 789 SHERMAN STREET, SUITE 670, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2024-07-03
Name of individual signing KRISTY PALS
Valid signature Filed with authorized/valid electronic signature
ENVISION PLANNING, LLC 401(K) PLAN 2022 550883331 2023-05-03 ENVISION PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 3032842922
Plan sponsor’s address 789 SHERMAN STREET, SUITE 670, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2023-05-03
Name of individual signing KRISTY PALS
Valid signature Filed with authorized/valid electronic signature
ENVISION PLANNING, LLC 401(K) PLAN 2021 550883331 2022-09-26 ENVISION PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 3032842922
Plan sponsor’s address 789 SHERMAN STREET, SUITE 670, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2022-09-26
Name of individual signing KRISTY PALS
Valid signature Filed with authorized/valid electronic signature
ENVISION PLANNING, LLC 401(K) PLAN 2020 550883331 2021-04-20 ENVISION PLANNING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 3039936887
Plan sponsor’s address 789 SHERMAN ST., SUITE 670, DENVER, CO, 80203
ENVISION PLANNING, LLC 401(K) PLAN 2019 550883331 2020-04-29 ENVISION PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 3039936887
Plan sponsor’s address 789 SHERMAN ST., SUITE 670, DENVER, CO, 80203

Signature of
Role Plan administrator
Date 2020-04-29
Name of individual signing HEIDI PENFOLD
Valid signature Filed with authorized/valid electronic signature
ENVISION PLANNING, LLC 401(K) PLAN 2018 550883331 2019-03-04 ENVISION PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 9703301767
Plan sponsor’s address 1015 37TH AVE. COURT, SUITE 202, GREELEY, CO, 80634

Signature of
Role Plan administrator
Date 2019-03-04
Name of individual signing HEIDI PENFOLD
Valid signature Filed with authorized/valid electronic signature
ENVISION PLANNING, LLC 401(K) PLAN 2017 550883331 2018-08-06 ENVISION PLANNING, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 9703301767
Plan sponsor’s address 1015 37TH AVE. COURT, SUITE 202, GREELEY, CO, 80634

Signature of
Role Plan administrator
Date 2018-08-06
Name of individual signing HEIDI PENFOLD
Valid signature Filed with authorized/valid electronic signature
ENVISION PLANNING, LLC 401(K) PLAN 2016 550883331 2017-04-24 ENVISION PLANNING, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 9703301767
Plan sponsor’s address 1015 37TH AVE. COURT, SUITE 202, GREELEY, CO, 80634

Signature of
Role Plan administrator
Date 2017-04-24
Name of individual signing HEIDI PENFOLD
Valid signature Filed with authorized/valid electronic signature
ENVISION PLANNING, LLC 401(K) PLAN 2015 550883331 2016-03-02 ENVISION PLANNING, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541400
Sponsor’s telephone number 9703301767
Plan sponsor’s address 1015 37TH AVE. COURT, SUITE 202, GREELEY, CO, 80634

Signature of
Role Plan administrator
Date 2016-03-02
Name of individual signing HEIDI PENFOLD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Kristy L Pals Agent 789 N Sherman St Ste 670 Denver CO 80203 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241445558 File Report 2024-04-23 2024-04-23 No data Principal address changed, Change in registered agent information
20231806577 File Report 2023-08-01 2023-08-01 No data Principal address changed, Change in registered agent information
20221418068 File Report 2022-04-25 2022-04-25 No data No data
20211440920 Statement Curing Delinquency 2021-05-06 2021-05-06 No data No data
20191629221 File Report 2019-08-02 2019-08-02 No data Change of Registered Agent Address / Change of Entity Address
20191234198 Statement of Change Changing the Principal Office Address 2019-03-19 2019-03-19 No data Principal address changed;
20181514315 File Report 2018-06-27 2018-06-27 No data Change of Registered Agent Address / Change of Entity Address
20171496112 File Report 2017-06-27 2017-06-27 No data No data
20161443649 File Report 2016-06-28 2016-06-28 No data No data
20151620324 File Report 2015-09-24 2015-09-24 No data No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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