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Logic Wealth Strategies, LLC

Company Details

Name: Logic Wealth Strategies, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 03 Mar 2009 (16 years ago)
Entity Number: 20091129611
ZIP code: 81505
County: Mesa County
Place of Formation: COLORADO
Principal Address: 605 25 Rd Ste 201 Grand Junction CO 81505 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LOGIC WEALTH STRATEGIES, LLC 401(K) PLAN 2023 264374193 2024-07-01 LOGIC WEALTH STRATEGIES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9702434480
Plan sponsor’s address 605 25 ROAD, 201, GRAND JUNCTION, CO, 81505

Plan administrator’s name and address

Administrator’s EIN 842925395
Plan administrator’s name 401GO, INC.
Plan administrator’s address 8427 OLD BINGHAM HWY, WEST JORDAN, UT, 84088
Administrator’s telephone number 8012142125

Signature of

Role Plan administrator
Date 2024-07-01
Name of individual signing FIDUCIARY ASSISTANCE
Valid signature Filed with authorized/valid electronic signature
LOGIC WEALTH STRATEGIES, LLC 401(K) PLAN 2022 264374193 2023-07-24 LOGIC WEALTH STRATEGIES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9702434480
Plan sponsor’s address 605 25 ROAD, SUITE 201, GRAND JUNCTION, CO, 81505

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing JUSTIN REED
Valid signature Filed with authorized/valid electronic signature
LOGIC WEALTH STRATEGIES, LLC 401(K) PLAN 2021 264374193 2022-08-18 LOGIC WEALTH STRATEGIES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9702434480
Plan sponsor’s address 605 25 ROAD, SUITE 201, GRAND JUNCTION, CO, 81505

Signature of

Role Plan administrator
Date 2022-08-18
Name of individual signing JUSTIN REED
Valid signature Filed with authorized/valid electronic signature
LOGIC WEALTH STRATEGIES, LLC 401(K) PLAN 2020 264374193 2021-04-19 LOGIC WEALTH STRATEGIES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9702434480
Plan sponsor’s address 605 25 ROAD, SUITE 201, GRAND JUNCTION, CO, 81505

Signature of

Role Plan administrator
Date 2021-04-19
Name of individual signing JUSTIN REED
Valid signature Filed with authorized/valid electronic signature
LOGIC WEALTH STRATEGIES, LLC 401(K) PLAN 2019 264374193 2020-05-19 LOGIC WEALTH STRATEGIES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 9702434480
Plan sponsor’s address 605 25 ROAD, SUITE 201, GRAND JUNCTION, CO, 81505

Signature of

Role Plan administrator
Date 2020-05-19
Name of individual signing JUSTIN REED
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Justin T Reed Agent 605 25 Rd Ste 201 Grand Junction CO 81505 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241269529 File Report 2024-03-04 2024-03-04 No data Principal address changed, Change in registered agent information
20231239546 File Report 2023-02-28 2023-02-28 No data Principal address changed, Change in registered agent information
20221251342 File Report 2022-03-08 2022-03-08 No data No data
20211178384 File Report 2021-02-23 2021-02-23 No data No data
20201176035 File Report 2020-02-24 2020-02-24 No data No data
20191173697 File Report 2019-02-26 2019-02-26 No data No data
20188000218 Statement of Correction Correcting the Entity Name 2018-12-17 2018-12-17 Logic Wealth Strategies, LLC Correction of entity name
20181969021 Amend Articles of Organization for an LLC 2018-12-13 2018-12-13 Logic Wealth Strategies Change of entity name
20181175832 File Report 2018-02-27 2018-02-27 No data Change of Registered Agent Address / Change of Entity Address
20171188664 File Report 2017-03-07 2017-03-07 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State