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Crestone Partners, LLC

Company Details

Name: Crestone Partners, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 12 Oct 2006 (18 years ago)
Entity Number: 20061418472
ZIP code: 80202
County: Denver County
Place of Formation: COLORADO
Principal Address: 1401 Wynkoop Street Suite 100 Denver CO 80202 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CRESTONE PARTNERS, LLC 401K PLAN 2023 205702595 2024-07-09 CRESTONE PARTNERS, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1401 WYNKOOP STREET, SUITE 100, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2024-07-09
Name of individual signing DAVID MEARES
Valid signature Filed with authorized/valid electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2022 205702595 2023-05-31 CRESTONE PARTNERS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1400 WEWATTA STREET, SUITE 300, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2023-05-31
Name of individual signing DAVID MEARES
Valid signature Filed with authorized/valid electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2021 205702595 2022-07-14 CRESTONE PARTNERS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1401 WYNKOOP STREET, SUITE 100, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2022-07-14
Name of individual signing DAVID MEARES
Valid signature Filed with authorized/valid electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2020 205702595 2021-07-09 CRESTONE PARTNERS, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1401 WYNKOOP STREET, SUITE 100, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2021-07-09
Name of individual signing DAVID G MEARES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-09
Name of individual signing ROBERT T FLYNN
Valid signature Filed with authorized/valid electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2019 205702595 2020-07-01 CRESTONE PARTNERS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1401 WYNKOOP STREET, SUITE 100, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2020-06-24
Name of individual signing DAVID G MEARES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-01
Name of individual signing ROBERT T FLYNN
Valid signature Filed with authorized/valid electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2018 205702595 2019-07-23 CRESTONE PARTNERS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1401 WYNKOOP STREET, SUITE 100, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2019-07-23
Name of individual signing DAVID G MEARES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-23
Name of individual signing ROBERT T FLYNN
Valid signature Filed with incorrect/unrecognized electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2017 205702595 2018-07-09 CRESTONE PARTNERS, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1400 WEWATTA STREET, SUITE 320, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2018-07-05
Name of individual signing DAVID G MEARES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-09
Name of individual signing ROBERT T FLYNN
Valid signature Filed with authorized/valid electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2016 205702595 2017-05-24 CRESTONE PARTNERS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1400 WEWATTA STREET, SUITE 320, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2017-05-24
Name of individual signing DAVID G MEARES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-24
Name of individual signing ROBERT T FLYNN
Valid signature Filed with authorized/valid electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2015 205702595 2016-06-22 CRESTONE PARTNERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1400 WEWATTA STREET, SUITE 320, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2016-06-22
Name of individual signing DAVID G MEARES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-22
Name of individual signing ROBERT T FLYNN
Valid signature Filed with authorized/valid electronic signature
CRESTONE PARTNERS, LLC 401K PLAN 2014 205702595 2015-10-23 CRESTONE PARTNERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 531310
Sponsor’s telephone number 3033123903
Plan sponsor’s address 1401 WYNKOOP STREET, SUITE120, DENVER, CO, 80202

Signature of

Role Plan administrator
Date 2015-10-23
Name of individual signing DAVID G MEARES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-23
Name of individual signing ROBERT T FLYNN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Robert T Flynn Agent 11955 E Ida Cir Englewood CO 80111 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248365919 File Report 2024-12-24 2024-12-24 No data No data
20231989762 File Report 2023-09-25 2023-09-25 No data Change in registered agent information
20221914246 File Report 2022-09-23 2022-09-23 No data Change in registered agent information
20211926577 File Report 2021-10-06 2021-10-06 No data No data
20201818534 File Report 2020-09-23 2020-09-23 No data No data
20191780327 File Report 2019-09-27 2019-09-27 No data No data
20181765876 File Report 2018-09-26 2018-09-26 No data No data
20171758777 File Report 2017-10-06 2017-10-06 No data No data
20161640760 File Report 2016-09-23 2016-09-23 No data Change of Entity Address
20151618680 File Report 2015-09-24 2015-09-24 No data Change of Entity Address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State