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  5. Theodore Financial Group, Inc.

Theodore Financial Group, Inc.

Company Details

Name: Theodore Financial Group, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 19 Sep 2005 (19 years ago)
Entity Number: 20051353170
ZIP code: 80222
County: Denver County
Place of Formation: COLORADO
Principal Address: 1873 S. Bellaire St., Suite 1700 Denver CO 80222 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THEODORE FINANCIAL GROUP 401(K) PLAN 2023 203488391 2024-10-07 THEODORE FINANCIAL GROUP, INC. 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2022 203488391 2023-07-17 THEODORE FINANCIAL GROUP, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2021 203488391 2022-07-15 THEODORE FINANCIAL GROUP, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2022-07-15
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2020 203488391 2021-07-30 THEODORE FINANCIAL GROUP, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2021-07-30
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2019 203488391 2020-09-30 THEODORE FINANCIAL GROUP, INC. 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2020-09-30
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2018 203488391 2019-09-13 THEODORE FINANCIAL GROUP, INC. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2019-09-13
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2017 203488391 2018-07-16 THEODORE FINANCIAL GROUP, INC. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2016 203488391 2017-10-03 THEODORE FINANCIAL GROUP, INC. 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2017-10-03
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2015 203488391 2016-10-04 THEODORE FINANCIAL GROUP INC. 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1600, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2016-10-04
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature
THEODORE FINANCIAL GROUP 401(K) PLAN 2014 203488391 2015-10-14 THEODORE FINANCIAL GROUP INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 524210
Sponsor’s telephone number 3037585175
Plan sponsor’s address 1873 SOUTH BELLAIRE STREET, SUITE 1700, DENVER, CO, 80222

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing STEPHANIE LINDELL
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241856734 File Report 2024-08-15 2024-08-15 No data No data
20231959743 File Report 2023-09-18 2023-09-18 No data No data
20228170110 File Report 2022-11-30 2022-11-30 No data Change in registered agent information
20218123439 File Report 2021-11-29 2021-11-29 No data Change of Registered Agent Address
20208000856 File Report 2020-11-19 2020-11-19 No data No data
20191931383 File Report 2019-11-25 2019-11-25 No data No data
20181896549 File Report 2018-11-16 2018-11-16 No data No data
20171855123 File Report 2017-11-16 2017-11-16 No data No data
20161694066 File Report 2016-10-14 2016-10-14 No data No data
20151578071 File Report 2015-09-03 2015-09-03 No data Removed agent mailing address;Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address

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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