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  5. Essential Investment Partners, LLC

Essential Investment Partners, LLC

Company Details

Name: Essential Investment Partners, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 13 Jan 2009 (16 years ago)
Entity Number: 20091028547
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 7887 E Belleview Ave Ste 1275 Englewood CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2023 264077363 2024-09-25 ESSENTIAL INVESTMENT PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 7887 E. BELLEVIEW AVE., SUITE 1275, ENGLEWOOD, CO, 80111

Signature of
Role Plan administrator
Date 2024-09-25
Name of individual signing KELLY SUMNER
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2022 264077363 2023-05-22 ESSENTIAL INVESTMENT PARTNERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 7887 E. BELLEVIEW AVE., SUITE 1275, ENGLEWOOD, CO, 80111

Signature of
Role Plan administrator
Date 2023-05-22
Name of individual signing KELLY SUMNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-22
Name of individual signing KELLY SUMNER
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2021 264077363 2022-06-14 ESSENTIAL INVESTMENT PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 4600 SOUTH SYRACUSE STREET, SUITE 410, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2022-06-14
Name of individual signing JON ZESCHIN
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2020 264077363 2021-05-26 ESSENTIAL INVESTMENT PARTNERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 4600 SOUTH SYRACUSE STREET, SUITE 410, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2021-05-26
Name of individual signing KELLY SUMNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-26
Name of individual signing KELLY SUMNER
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2019 264077363 2020-05-28 ESSENTIAL INVESTMENT PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 4600 SOUTH SYRACUSE STREET, SUITE 410, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2020-05-28
Name of individual signing KELLY SUMNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-28
Name of individual signing KELLY SUMNER
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2018 264077363 2019-07-01 ESSENTIAL INVESTMENT PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 4600 SOUTH SYRACUSE STREET, SUITE 410, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2019-07-01
Name of individual signing KELLY SUMNER
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2017 264077363 2018-06-26 ESSENTIAL INVESTMENT PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 4600 SOUTH SYRACUSE STREET, SUITE 410, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2018-06-26
Name of individual signing MARCE WEBSTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-26
Name of individual signing MARCE WEBSTER
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2016 264077363 2017-07-21 ESSENTIAL INVESTMENT PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 4600 SOUTH SYRACUSE STREET, SUITE 410, DENVER, CO, 80237

Signature of
Role Plan administrator
Date 2017-07-21
Name of individual signing MARCE WEBSTER
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2015 264077363 2016-05-06 ESSENTIAL INVESTMENT PARTNERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 8101 EAST PRENTICE AVENUE, SUITE 1060, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2016-05-06
Name of individual signing MARCE WEBSTER
Valid signature Filed with authorized/valid electronic signature
ESSENTIAL INVESTMENT PARTNERS LLC 401(K) PROFIT SHARING PLAN 2014 264077363 2015-07-01 ESSENTIAL INVESTMENT PARTNERS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-08-01
Business code 523900
Sponsor’s telephone number 3033338498
Plan sponsor’s address 8101 EAST PRENTICE AVENUE, SUITE 1060, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2015-07-01
Name of individual signing MARCE WEBSTER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Jonathan Frederick Zeschin Agent 7887 E Belleview Ave Ste 1275 Englewood CO 80111 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241294931 File Report 2024-03-12 2024-03-12 No data Principal address changed, Change in registered agent information
20231152018 File Report 2023-02-06 2023-02-06 No data Principal address changed, Change in registered agent information
20218239990 File Report 2021-12-30 2021-12-30 No data No data
20211238081 File Report 2021-03-09 2021-03-09 No data No data
20201218031 File Report 2020-03-04 2020-03-04 No data No data
20191191931 File Report 2019-03-01 2019-03-01 No data No data
20181250779 File Report 2018-03-26 2018-03-26 No data No data
20171190713 File Report 2017-03-08 2017-03-08 No data Change of Registered Agent Address / Change of Entity Address
20161188457 File Report 2016-03-17 2016-03-17 No data No data
20151164608 File Report 2015-03-05 2015-03-05 No data No data

Related by officers

No related officers

Related by address

7887 E Belleview Ave Ste 1275 Englewood CO 80111 US

OLSEN, HOWARD & ASSOCIATES, P.C. CHRISTOM LLC MAURER & ASSOCIATES CAPITAL MANAGEMENT, INC. JZ PARTNERS, LLC CHRISTOM LLC #2 M. OLSEN, LLC ESSENTIAL ADVISERS, INC.

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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