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Wealth Concepts, LLC

Company Details

Name: Wealth Concepts, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Delinquent
Date of registration: 21 Mar 2005 (20 years ago)
Entity Number: 20051116929
ZIP code: 80237
County: Denver County
Place of Formation: COLORADO
Principal Address: 4600 S. Ulster Street Suite 1200 Denver CO 80237 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH CONCEPTS, LLC 401(K) PLAN 2020 203253048 2021-06-15 WEALTH CONCEPTS, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3036928183
Plan sponsor’s address 4600 S. ULSTER STREET, SUITE 1200, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2021-06-15
Name of individual signing SCOTT STILLMAN
Valid signature Filed with authorized/valid electronic signature
WEALTH CONCEPTS, LLC 401(K) PLAN 2020 203253048 2021-02-09 WEALTH CONCEPTS, LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3036928183
Plan sponsor’s address 4600 S. ULSTER STREET, SUITE 1200, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2021-02-09
Name of individual signing SCOTT STILLMAN
Valid signature Filed with authorized/valid electronic signature
WEALTH CONCEPTS, LLC 401(K) PLAN 2019 203253048 2020-06-10 WEALTH CONCEPTS, LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3036928183
Plan sponsor’s address 4600 S. ULSTER STREET, SUITE 1200, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2020-06-10
Name of individual signing MARGARET CHAMPION
Valid signature Filed with authorized/valid electronic signature
WEALTH CONCEPTS, LLC 401(K) PLAN 2018 203253048 2019-06-04 WEALTH CONCEPTS, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3036928183
Plan sponsor’s address 4600 S. ULSTER STREET, SUITE 1200, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2019-06-04
Name of individual signing PENELOPE CAVANAUGH
Valid signature Filed with authorized/valid electronic signature
WEALTH CONCEPTS, LLC 401(K) PLAN 2017 203253048 2018-09-27 WEALTH CONCEPTS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 3036928183
Plan sponsor’s address 4600 S. ULSTER STREET, SUITE 1200, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2018-09-27
Name of individual signing PENELOPE CAVANAUGH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Matthew S. McElhiney, Esq. Agent Kutak Rock LLP 1801 California Street, Suite 3000 Denver CO 80202 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20231253885 File Report 2023-03-02 2023-03-02 No data No data
20221247632 File Report 2022-03-07 2022-03-07 No data No data
20211237431 File Report 2021-03-09 2021-03-09 No data No data
20201237353 File Report 2020-03-13 2020-03-13 No data No data
20191450302 File Report 2019-05-29 2019-05-29 No data No data
20181403367 File Report 2018-05-21 2018-05-21 No data No data
20171258365 File Report 2017-03-31 2017-03-31 No data No data
20161307255 File Report 2016-04-29 2016-04-29 No data No data
20151209237 File Report 2015-03-25 2015-03-25 No data No data
20141333465 File Report 2014-05-28 2014-05-28 No data Change of Registered Agent Address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State