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  5. StepWise Utility Advisors, LLC.

StepWise Utility Advisors, LLC.

Company Details

Name: StepWise Utility Advisors, LLC.
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Voluntarily Dissolved
Date of registration: 04 Jan 2006 (19 years ago)
Date dissolved: 08 Dec 2016
Entity Number: 20061005066
ZIP code: 80021
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 370 Interlocken Blvd #300 Broomfield CO 80021 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEPWISE UTILITY ADVISORS, LLC 401(K) P/S PLAN 2012 263801293 2013-11-20 STEPWISE UTILITY ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3038006638
Plan sponsor’s address 17011 LINCOLN AVE. #442, PARKER, CO, 80134

Signature of
Role Plan administrator
Date 2013-11-20
Name of individual signing JASON MUMM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-11-20
Name of individual signing JASON MUMM
Valid signature Filed with authorized/valid electronic signature
STEPWISE UTILITY ADVISORS, LLC 401(K) P/S PLAN 2012 263801293 2013-07-16 STEPWISE UTILITY ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3039078719
Plan sponsor’s address 17011 LINCOLN AVE, #442, PARKER, CO, 80134

Plan administrator’s name and address
Administrator’s EIN 263801293
Plan administrator’s name STEPWISE UTILITY ADVISORS, LLC
Plan administrator’s address 17011 LINCOLN AVE, #442, PARKER, CO, 80134
Administrator’s telephone number 3039078719

Signature of
Role Plan administrator
Date 2013-07-16
Name of individual signing JASON MUMM
Valid signature Filed with authorized/valid electronic signature
STEPWISE UTILITY ADVISORS, LLC 401(K) P/S PLAN 2011 263801293 2012-04-06 STEPWISE UTILITY ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3033090162
Plan sponsor’s address 58 INVERNESS DR E, STE 211, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 263801293
Plan administrator’s name STEPWISE UTILITY ADVISORS, LLC
Plan administrator’s address 58 INVERNESS DR E, STE 211, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3033090162

Signature of
Role Plan administrator
Date 2012-04-06
Name of individual signing BECKI LOGSDON
Valid signature Filed with authorized/valid electronic signature
STEPWISE UTILITY ADVISORS, LLC 401(K) P/S PLAN 2010 263801293 2011-08-29 STEPWISE UTILITY ADVISORS, LLC 1
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3033090158
Plan sponsor’s address 58 INVERNESS DR E, STE 260, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 263801293
Plan administrator’s name STEPWISE UTILITY ADVISORS, LLC
Plan administrator’s address 58 INVERNESS DR E, STE 260, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3033090158

Signature of
Role Plan administrator
Date 2011-08-29
Name of individual signing JASON MUMM
Valid signature Filed with incorrect/unrecognized electronic signature
STEPWISE UTILITY ADVISORS, LLC 401(K) P/S PLAN 2010 263801293 2011-08-29 STEPWISE UTILITY ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3033090158
Plan sponsor’s address 58 INVERNESS DR E, STE 260, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 263801293
Plan administrator’s name STEPWISE UTILITY ADVISORS, LLC
Plan administrator’s address 58 INVERNESS DR E, STE 260, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3033090158

Signature of
Role Plan administrator
Date 2011-08-29
Name of individual signing JASON MUMM
Valid signature Filed with authorized/valid electronic signature
STEPWISE UTILITY ADVISORS, LLC 401(K) P/S PLAN 2010 263801293 2011-08-29 STEPWISE UTILITY ADVISORS, LLC 1
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541600
Sponsor’s telephone number 3033090158
Plan sponsor’s address 58 INVERNESS DR E, STE 260, ENGLEWOOD, CO, 80112

Plan administrator’s name and address
Administrator’s EIN 263801293
Plan administrator’s name STEPWISE UTILITY ADVISORS, LLC
Plan administrator’s address 58 INVERNESS DR E, STE 260, ENGLEWOOD, CO, 80112
Administrator’s telephone number 3033090158

Signature of
Role Plan administrator
Date 2011-08-29
Name of individual signing JASON MUMM
Valid signature Filed with incorrect/unrecognized electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20161833759 Dissolve a Limited Liability Company 2016-12-08 2016-12-08 StepWise Utility Advisors, LLC., Dissolved December 8, 2016 No data
20161761604 Statement of Change Changing the Registered Agent Information 2016-11-08 2016-11-08 No data Registered agent information changed;
20161624475 Statement of Change Changing the Registered Agent Information 2016-09-16 2016-09-16 No data Registered agent address changed; Document lists all affected entities.
20161094557 File Report 2016-02-05 2016-02-05 No data No data
20151053538 File Report 2015-01-24 2015-01-24 No data Removed entity mailing address;
20141074312 File Report 2014-01-31 2014-01-31 No data Change of Entity Address
20131480050 Statement of Change Changing the Principal Office Address 2013-08-22 2013-08-22 No data Removed entity mailing address;Principal address changed;
20131477032 Statement of Change Changing the Registered Agent Information 2013-08-20 2013-08-20 No data Registered agent information changed;
20131101220 File Report 2013-02-15 2013-02-15 No data Change of Entity Address
20121140424 File Report 2012-03-05 2012-03-05 No data Change of Registered Agent 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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