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Innovative Financial Management, Inc.

Company Details

Name: Innovative Financial Management, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 11 Dec 2004 (20 years ago)
Entity Number: 20041412826
ZIP code: 80917
County: El Paso County
Place of Formation: COLORADO
Principal Address: 3535 American Dr Colorado Springs CO 80917 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INNOVATIVE FINANCIAL MANAGEMENT 401K PLAN QRP 2022 201946757 2023-07-28 INNOVATIVE FINANCIAL MANAGEMENT INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 3535 AMERICAN DR, COLORADO SPRINGS, CO, 809175743

Signature of

Role Plan administrator
Date 2023-07-28
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401K PLAN QRP 2021 201946757 2022-07-29 INNOVATIVE FINANCIAL MANAGEMENT INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 3535 AMERICAN DR, COLORADO SPRINGS, CO, 809175743

Signature of

Role Plan administrator
Date 2022-07-28
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-28
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401K PLAN QRP 2020 201946757 2021-05-19 INNOVATIVE FINANCIAL MANAGEMENT INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 18 N SIERRA MADRE ST, COLORADO SPRINGS, CO, 809033337

Signature of

Role Plan administrator
Date 2021-05-19
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-19
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401K PLAN QRP 2019 201946757 2020-12-10 INNOVATIVE FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 18 N SIERRA MADRE ST, COLORADO SPRINGS, CO, 809033337

Signature of

Role Plan administrator
Date 2020-12-10
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-12-10
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401K PLAN QRP 2018 201946757 2020-12-10 INNOVATIVE FINANCIAL MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 18 N SIERRA MADRE ST, COLORADO SPRINGS, CO, 809033337

Signature of

Role Plan administrator
Date 2020-12-10
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-12-10
Name of individual signing STEVEN SPANTON
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401(K) PLAN QRP 2017 201946757 2018-10-04 INNOVATIVE FINANCIAL MANAGEMENT INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 18 N SIERRA MADRE SUITE F, COLORADO SPRINGS, CO, 80903

Signature of

Role Plan administrator
Date 2018-10-04
Name of individual signing MICHAEL CECERE
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401(K) PLAN QRP 2016 201946757 2017-09-08 INNOVATIVE FINANCIAL MANAGEMENT INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 18 N SIERRA MADRE SUITE F, COLORADO SPRINGS, CO, 80903

Signature of

Role Plan administrator
Date 2017-09-08
Name of individual signing MICHAEL CECERE
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401(K) PLAN QRP 2015 201946757 2016-10-09 INNOVATIVE FINANCIAL MANAGEMENT INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 18 N SIERRA MADRE SUITE F, COLORADO SPRINGS, CO, 80903

Signature of

Role Plan administrator
Date 2016-10-06
Name of individual signing MICHAEL CECERE
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401(K) PLAN QRP 2014 201946757 2015-10-13 INNOVATIVE FINANCIAL MANAGEMENT INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 18 N SIERRA MADRE SUITE F, COLORADO SPRINGS, CO, 80903

Signature of

Role Plan administrator
Date 2015-10-12
Name of individual signing MICHAEL CECERE
Valid signature Filed with authorized/valid electronic signature
INNOVATIVE FINANCIAL MANAGEMENT 401(K) PLAN QRP 2014 201946757 2015-10-13 INNOVATIVE FINANCIAL MANAGEMENT INC 3
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7195785400
Plan sponsor’s address 18 N SIERRA MADRE SUITE F, COLORADO SPRINGS, CO, 80903

Signature of

Role Plan administrator
Date 2015-10-12
Name of individual signing MICHAEL CECERE
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20248289695 File Report 2024-12-03 2024-12-03 No data Principal address changed, Change in registered agent information
20238263068 File Report 2023-12-01 2023-12-01 No data Principal address changed, Change in registered agent information
20228195206 File Report 2022-12-06 2022-12-06 No data Principal address changed, Change in registered agent information
20218123708 File Report 2021-11-29 2021-11-29 No data No data
20208135010 File Report 2020-12-31 2020-12-31 No data No data
20201099608 File Report 2020-01-30 2020-01-30 No data Change of Registered Agent Address / Change of Entity Address
20191065589 File Report 2019-01-23 2019-01-23 No data Removed agent mailing address;Change of Registered Agent
20171937953 File Report 2017-12-21 2017-12-21 No data No data
20171004238 File Report 2017-01-02 2017-01-02 No data No data
20161030315 File Report 2016-01-14 2016-01-14 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State