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Bauer Wealth Management, Inc.

Company Details

Name: Bauer Wealth Management, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 21 Jan 2010 (15 years ago)
Entity Number: 20101042504
ZIP code: 80919
County: El Paso County
Place of Formation: COLORADO
Principal Address: 5755 Mark Dabling Blvd Ste 245 Colorado Springs CO 80919 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BAUER WEALTH MANAGEMENT, INC. 401(K) PLAN 2023 271722087 2024-03-18 BAUER WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523120
Sponsor’s telephone number 7195759000
Plan sponsor’s address 5755 MARK DABLING BLVD. SUITE 245, COLORADO SPRINGS, CO, 80919

Signature of

Role Plan administrator
Date 2024-03-18
Name of individual signing STEPHEN HEITZMANN
Valid signature Filed with authorized/valid electronic signature
BAUER WEALTH MANAGEMENT, INC. 401(K) PLAN 2022 271722087 2023-10-09 BAUER WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523120
Sponsor’s telephone number 7195759000
Plan sponsor’s address 5755 MARK DABLING BLVD. SUITE 245, COLORADO SPRINGS, CO, 80919

Signature of

Role Plan administrator
Date 2023-10-09
Name of individual signing STEPHEN HEITZMANN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Stephen Heitzmann Agent 5473 Lions Gate Ln Colorado Springs CO 80919 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248247962 File Report 2024-11-25 2024-11-25 No data Principal address changed, Change in registered agent information
20238232274 File Report 2023-11-27 2023-11-27 No data Principal address changed, Change in registered agent information
20231245433 File Report 2023-03-01 2023-03-01 No data Principal address changed, Change in registered agent information
20218120815 File Report 2021-11-29 2021-11-29 No data No data
20208008886 File Report 2020-11-23 2020-11-23 No data Change of Registered Agent Address / Change of Entity Address
20201197043 File Report 2020-02-28 2020-02-28 No data No data
20201006686 Amend and Restate Articles of Incorporation for a Profit Corporation 2020-01-02 2020-01-02 Bauer Wealth Management, Inc. Change of entity name
20191202776 File Report 2019-03-05 2019-03-05 No data No data
20171874516 File Report 2017-11-26 2017-11-26 No data Change of Registered Agent Address / Change of Entity Address
20161871046 Combined Statement of Conversion and Articles of Incorporation 2016-12-26 2016-12-26 Bauer Wealth Management Converted from Domestic Limited Liability Company to Domestic Profit Corporation.Removed entity mailing address;Removed agent mailing address;

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State