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  5. Q4 Wealth Management, Inc.

Q4 Wealth Management, Inc.

Company Details

Name: Q4 Wealth Management, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 03 Nov 2009 (15 years ago)
Entity Number: 20091569850
ZIP code: 80524
County: Larimer County
Place of Formation: COLORADO
Principal Address: 1811 Dayton Dr Fort Collins CO 80524 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
Q4 WEALTH MANAGEMENT, INC. 401(K) PLAN 2020 271238889 2021-10-13 Q4 WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9702373380
Plan sponsor’s address 145 N. COLLEGE AVENUE, SUITE N, FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-13
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Q4 WEALTH MANAGEMENT, INC. 401(K) PLAN 2019 271238889 2020-09-15 Q4 WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9702373380
Plan sponsor’s address 145 N. COLLEGE AVENUE, SUITE N, FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2020-09-15
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-15
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Q4 WEALTH MANAGEMENT, INC. 401(K) PLAN 2018 271238889 2019-06-17 Q4 WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9702373380
Plan sponsor’s address 145 N. COLLEGE AVENUE, SUITE N, FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-17
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Q4 WEALTH MANAGEMENT, INC. 401(K) PLAN 2017 271238889 2018-10-03 Q4 WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9702373380
Plan sponsor’s address 244 PINE ST., FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2018-10-03
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-03
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Q4 WEALTH MANAGEMENT, INC. 401(K) PLAN 2016 271238889 2017-08-31 Q4 WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9702373380
Plan sponsor’s address 244 PINE ST., FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2017-08-31
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-08-31
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Q4 WEALTH MANAGEMENT, INC. 401(K) PLAN 2015 271238889 2016-08-01 Q4 WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9702373380
Plan sponsor’s address 244 PINE ST., FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2016-08-01
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-01
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Q4 WEALTH MANAGEMENT, INC. 401(K) PLAN 2014 271238889 2015-07-31 Q4 WEALTH MANAGEMENT, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9702373380
Plan sponsor’s address 244 PINE ST., FORT COLLINS, CO, 80524

Signature of
Role Plan administrator
Date 2015-07-31
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-31
Name of individual signing JOHN CLAGETT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
John D. Clagett Agent 1811 Dayton Dr Fort Collins CO 80524 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248142893 File Report 2024-10-24 2024-10-24 No data Principal address changed, Change in registered agent information
20238352525 File Report 2023-12-28 2023-12-28 No data Principal address changed, Change in registered agent information
20231121944 File Report 2023-01-29 2023-01-29 No data Change in registered agent information
20221083437 File Report 2022-01-24 2022-01-24 No data Change of Registered Agent Address / Change of Entity Address
20211127574 File Report 2021-02-05 2021-02-05 No data No data
20198002207 File Report 2019-12-10 2019-12-10 No data Change of Registered Agent Address / Change of Entity Address
20198002232 Register a Trademark 2019-12-10 2019-12-10 No data Trademark registered to entity.
20191107195 File Report 2019-02-03 2019-02-03 No data No data
20181089859 File Report 2018-01-29 2018-01-29 No data No data
20171231540 File Report 2017-03-24 2017-03-24 No data No data

Related by officers

No related officers

Related by address

1811 Dayton Dr Fort Collins CO 80524 US

Jackie Consulting Ltd.

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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