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Buttonwood Investment Services, LLC

Company Details

Name: Buttonwood Investment Services, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 23 Nov 2004 (20 years ago)
Entity Number: 20041405865
ZIP code: 80127
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 10822 W Toller Dr Ste 195 Littleton CO 80127 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BUTTONWOOD INVESTMENT SERVICES 401K PSP&T 2023 331108393 2024-08-26 BUTTONWOOD INVESTMENT SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W. TOLLER DRIVE, SUITE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2024-08-26
Name of individual signing VINCE BRADY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-26
Name of individual signing VINCE BRADY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES 401K PSP&T 2022 331108393 2023-08-28 BUTTONWOOD INVESTMENT SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W. TOLLER DRIVE, SUITE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2023-08-28
Name of individual signing VINCE BRADY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES 401K PSP&T 2021 331108393 2022-09-23 BUTTONWOOD INVESTMENT SERVICES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W. TOLLER DRIVE, SUITE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2022-09-23
Name of individual signing VINCE BRADY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-23
Name of individual signing VINCE BRADY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES 401K PSP&T 2020 331108393 2021-07-16 BUTTONWOOD INVESTMENT SERVICES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W. TOLLER DRIVE, SUITE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2021-07-16
Name of individual signing VINCE BRADY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES 401K PSP&T 2019 331108393 2020-06-25 BUTTONWOOD INVESTMENT SERVICES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W. TOLLER DRIVE, SUITE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2020-06-25
Name of individual signing DANA WOODBURY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES 401 K PROFIT SHARING PLAN TRUST 2018 331108393 2019-07-23 BUTTONWOOD INVESTMENT SERVICES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W TOLLER DR STE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2019-07-23
Name of individual signing GWEN WOODBURY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES 401 K PROFIT SHARING PLAN TRUST 2017 331108393 2018-07-11 BUTTONWOOD INVESTMENT SERVICES 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W TOLLER DR STE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2018-07-11
Name of individual signing DANA WOODBURY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES 401 K PROFIT SHARING PLAN TRUST 2016 331108393 2017-07-06 BUTTONWOOD INVESTMENT SERVICES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W TOLLER DR STE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2017-07-06
Name of individual signing DANA WOODBURY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES 401 K PROFIT SHARING PLAN TRUST 2015 331108393 2016-07-26 BUTTONWOOD INVESTMENT SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 10822 W TOLLER DR STE 190, LITTLETON, CO, 801276350

Signature of

Role Plan administrator
Date 2016-07-26
Name of individual signing GWEN WOODBURY
Valid signature Filed with authorized/valid electronic signature
BUTTONWOOD INVESTMENT SERVICES, LLC 401K PROFIT SHARING PLAN AND TRUST 2013 331108393 2014-10-13 BUTTONWOOD INVESTMENT SERVICES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 3037303399
Plan sponsor’s address 7901 SOUTHPARK PLAZA, SUITE 212, LITTLETON, CO, 80120

Signature of

Role Plan administrator
Date 2014-10-13
Name of individual signing DANA WOODBURY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Steven Bradley Ogrin Agent 10822 W Toller Dr Ste 195 Littleton CO 80127 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20251098027 File Report 2025-01-24 2025-01-24 No data Principal address changed, Change in registered agent information
20238103490 File Report 2023-10-23 2023-10-23 No data No data
20228027572 File Report 2022-10-23 2022-10-23 No data Change in registered agent information
20218011221 File Report 2021-10-25 2021-10-25 No data No data
20211718682 Statement of Change Changing the Registered Agent Information 2021-08-03 2021-08-03 No data Registered agent information changed;Removed agent mailing address;
20211132839 File Report 2021-02-08 2021-02-08 No data No data
20201308152 Statement of Change Changing the Registered Agent Information 2020-04-01 2020-04-01 No data Registered agent information changed;
20191846358 File Report 2019-10-23 2019-10-23 No data No data
20191084564 File Report 2019-01-28 2019-01-28 No data Removed entity mailing address;
20171808900 File Report 2017-10-26 2017-10-26 No data No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6582807201 2020-04-28 0811 PPP 10822 W Toller Dr. Suite 190, Littleton, CO, 80127-6350
Loan Status Date 2022-02-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 160055
Loan Approval Amount (current) 124545
Undisbursed Amount 0
Franchise Name -
Lender Location ID 223542
Servicing Lender Name Celtic Bank Corporation
Servicing Lender Address 268 S State St, Ste 300, SALT LAKE CITY, UT, 84111-5314
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Littleton, JEFFERSON, CO, 80127-6350
Project Congressional District CO-06
Number of Employees 4
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 223542
Originating Lender Name Celtic Bank Corporation
Originating Lender Address SALT LAKE CITY, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 126623.02
Forgiveness Paid Date 2022-01-04
8410478404 2021-02-13 0811 PPS 10822 W Toller Dr Ste 190, Littleton, CO, 80127-6350
Loan Status Date 2021-09-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 84988
Loan Approval Amount (current) 84988
Undisbursed Amount 0
Franchise Name -
Lender Location ID 223542
Servicing Lender Name Celtic Bank Corporation
Servicing Lender Address 268 S State St, Ste 300, SALT LAKE CITY, UT, 84111-5314
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Littleton, JEFFERSON, CO, 80127-6350
Project Congressional District CO-06
Number of Employees 6
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 223542
Originating Lender Name Celtic Bank Corporation
Originating Lender Address SALT LAKE CITY, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 85381.51
Forgiveness Paid Date 2021-08-11

Date of last update: 10 Feb 2025

Sources: Colorado's Secretary of State