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  5. Coordinated Financial Services, Inc.

Coordinated Financial Services, Inc.

Company Details

Name: Coordinated Financial Services, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 26 Jun 2008 (17 years ago)
Entity Number: 20081343644
ZIP code: 80237
County: Denver County
Place of Formation: COLORADO
Principal Address: 4643 S Ulster St Ste 960 Denver CO 80237 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 840915986 2024-10-10 COORDINATED FINANCIAL SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S. ULSTER STREET, STE. 960, DENVER, CO, 80237
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 840915986 2023-09-07 COORDINATED FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S. ULSTER STREET, STE. 960, DENVER, CO, 80237
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 840915986 2022-09-14 COORDINATED FINANCIAL SERVICES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S. ULSTER STREET, STE. 960, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2022-09-14
Name of individual signing TORI HENRY
Valid signature Filed with authorized/valid electronic signature
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 840915986 2021-06-30 COORDINATED FINANCIAL SERVICES, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S. ULSTER STREET, SUITE 960, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing TORI HENRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-30
Name of individual signing TORI HENRY
Valid signature Filed with authorized/valid electronic signature
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 840915986 2020-06-16 COORDINATED FINANCIAL SERVICES, INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S. ULSTER STREET, SUITE 960, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2020-06-16
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-16
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 840915986 2019-02-13 COORDINATED FINANCIAL SERVICES, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S. ULSTER STREET, SUITE 960, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2019-02-13
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-02-13
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 840915986 2018-02-14 COORDINATED FINANCIAL SERVICES, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S. ULSTER STREET, SUITE 960, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2018-02-14
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-02-14
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 840915986 2017-04-26 COORDINATED FINANCIAL SERVICES, INC . 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S ULSTER STREET, SUITE 960, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2017-04-26
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-26
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 840915986 2016-05-23 COORDINATED FINANCIAL SERVICES, INC . 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S ULSTER STREET, SUITE 960, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2016-05-23
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-23
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 840915986 2015-04-09 COORDINATED FINANCIAL SERVICES, INC . 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 3037705401
Plan sponsor’s address 4643 S ULSTER STREET, SUITE 960, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2015-04-09
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-09
Name of individual signing CRIS W. TUFT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SHAWN A. ROGERS Agent 4643 S Ulster St Ste 960 Denver CO 80237 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241897344 File Report 2024-08-26 2024-08-26 No data Principal address changed, Change in registered agent information
20238241269 File Report 2023-11-28 2023-11-28 No data Change in registered agent information
20231019298 Statement of Change Changing the Principal Office Address 2023-01-04 2023-01-04 No data Principal address changed;
20231019339 Statement of Change Changing the Registered Agent Information 2023-01-04 2023-01-04 No data Registered agent information changed;
20231019229 Amend Articles of Incorporation for a Profit Corporation 2023-01-04 2023-01-04 Coordinated Financial Services, Inc. Change of entity name
20228289788 Statement of Merger 2022-12-30 2023-01-01 Coordinated Benefit Services No data
20221810850 File Report 2022-08-23 2022-08-23 No data Principal address changed, Change in registered agent information
20218111289 File Report 2021-11-24 2021-11-24 No data No data
20208020980 File Report 2020-11-24 2020-11-24 No data No data
20191935835 File Report 2019-11-26 2019-11-26 No data No data

Related by officers

No related officers

Related by address

4643 S Ulster St Ste 960 Denver CO 80237 US

COORDINATED FINANCIAL SERVICES, INC.

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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