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  5. Charter Fund, Inc.

Charter Fund, Inc.

Company Details

Name: Charter Fund, Inc.
Jurisdiction: Colorado
Legal type: Foreign nonprofit corporation
Status: Good Standing
Date of registration: 16 Aug 2005 (19 years ago)
Entity Number: 20051312234
ZIP code: 80204
County: Denver County
Place of Formation: Delaware
Principal Address: 1390 LAWRENCE STREET #200 DENVER CO 80204 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARTER FUND, INC. 403(B) PLAN 2023 050620063 2024-10-09 CHARTER FUND, INC. 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3032178090
Plan sponsor’s address 1390 LAWRENCE ST #200, DENVER, CO, 80204

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing RYAN LALLY
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC. 403(B) PLAN 2022 050620063 2023-10-13 CHARTER FUND, INC. 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3035317340
Plan sponsor’s address 10901 W. 120TH AVE., SUITE 450, BROOMFIELD, CO, 80021

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing PAMELA INBASEKARAN
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC. 403(B) PLAN 2021 050620063 2022-10-13 CHARTER FUND, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3032178090
Plan sponsor’s address 10901 W. 120TH AVE., SUITE 450, BROOMFIELD, CO, 80021

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing JULIE MAIER
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC. 403(B) PLAN 2020 050620063 2021-07-26 CHARTER FUND, INC. 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3035317340
Plan sponsor’s address 10901 W. 120TH AVE., SUITE 450, BROOMFIELD, CO, 80021

Signature of
Role Plan administrator
Date 2021-07-26
Name of individual signing RYAN LALLY
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC. 403(B) PLAN 2019 050620063 2020-07-02 CHARTER FUND, INC. 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3035317340
Plan sponsor’s address 10901 W. 120TH AVE., SUITE 450, BROOMFIELD, CO, 80021

Signature of
Role Plan administrator
Date 2020-07-02
Name of individual signing ABIGAIL LADWIG
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC. 403(B) PLAN 2013 050620063 2017-10-16 CHARTER FUND, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3034169225
Plan sponsor’s mailing address 10901 WEST 120TH AVENUE, SUITE 450, BROOMFIELD, CO, 80021
Plan sponsor’s address 10901 WEST 120TH AVENUE, SUITE 450, BROOMFIELD, CO, 80021

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 23
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing TAWNYA RAMIREZ
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC. 403(B) PLAN 2013 050620063 2017-10-16 CHARTER FUND, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3034169225
Plan sponsor’s mailing address 10901 WEST 120TH AVENUE, SUITE 450, BROOMFIELD, CO, 80021
Plan sponsor’s address 10901 WEST 120TH AVENUE, SUITE 450, BROOMFIELD, CO, 80021

Number of participants as of the end of the plan year
Active participants 17
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 20
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing TAWNYA RAMIREZ
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC 403(B) PLAN 2010 050620063 2011-11-15 CHARTER FUND, INC. 11
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3032178090
Plan sponsor’s DBA name CHARTER SCHOOL GROWTH FUND
Plan sponsor’s address 350 INTERLOCKEN BLVD., #390, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 050620063
Plan administrator’s name CHARTER FUND, INC.
Plan administrator’s address 350 INTERLOCKEN BLVD., #390, BROOMFIELD, CO, 80021
Administrator’s telephone number 3032178090

Signature of
Role Employer/plan sponsor
Date 2011-11-15
Name of individual signing WARD HUSETH
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC 403(B) PLAN 2010 050620063 2011-11-15 CHARTER FUND, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3032178090
Plan sponsor’s DBA name CHARTER SCHOOL GROWTH FUND
Plan sponsor’s address 350 INTERLOCKEN BLVD., #390, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 050620063
Plan administrator’s name CHARTER FUND, INC.
Plan administrator’s address 350 INTERLOCKEN BLVD., #390, BROOMFIELD, CO, 80021
Administrator’s telephone number 3032178090

Signature of
Role Plan administrator
Date 2011-11-15
Name of individual signing WARD HUSETH
Valid signature Filed with authorized/valid electronic signature
CHARTER FUND, INC 403(B) PLAN 2009 050620063 2010-10-21 CHARTER FUND, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-08-15
Business code 611000
Sponsor’s telephone number 3032178090
Plan sponsor’s DBA name CHARTER SCHOOL GROWTH FUND
Plan sponsor’s address 350 INTERLOCKEN BLVD., #390, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 050620063
Plan administrator’s name CHARTER FUND, INC.
Plan administrator’s address 350 INTERLOCKEN BLVD., #390, BROOMFIELD, CO, 80021
Administrator’s telephone number 3032178090

Signature of
Role Plan administrator
Date 2010-10-18
Name of individual signing WARD HUSETH
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241852395 File Report 2024-08-13 2024-08-13 No data No data
20241428865 Statement of Change Changing the Principal Office Address 2024-04-18 2024-04-18 No data Principal address changed;
20238064702 File Report 2023-10-05 2023-10-05 No data Principal address changed, Change in registered agent information
20228015541 File Report 2022-10-19 2022-10-19 No data Change in registered agent information
20218000700 File Report 2021-10-22 2021-10-22 No data No data
20201856172 File Report 2020-10-01 2020-10-01 No data No data
20191654035 File Report 2019-08-16 2019-08-16 No data No data
20188001040 Statement of Change Changing the Registered Agent Information 2018-12-17 2018-12-17 No data Registered agent information changed;
20181602676 File Report 2018-07-30 2018-07-30 No data No data
20171603965 File Report 2017-08-08 2017-08-08 No data No data

Related by officers

No related officers

Related by address

1390 LAWRENCE STREET #200 DENVER CO 80204 US

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Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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