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  5. Wambolt & Associates, LLC

Wambolt & Associates, LLC

Company Details

Name: Wambolt & Associates, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 19 Mar 2010 (15 years ago)
Entity Number: 20101165450
ZIP code: 80127
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 13976 W Bowles Ave Ste 200 Littleton CO 80127 US

Central Index Key

CIK number Mailing Address Business Address Phone
1755723 13976 W. BOWLES AVENUE, STE. 200, LITTLETON, CO, 80127 13976 W. BOWLES AVENUE, STE. 200, LITTLETON, CO, 80127 720-962-6700

Filings since 2024-11-12
Form type 13F-HR
File number 028-18985
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-08
Form type 13F-HR
File number 028-18985
Filing date 2024-08-08
Reporting date 2024-06-30
File View File

Filings since 2024-04-30
Form type 13F-HR
File number 028-18985
Filing date 2024-04-30
Reporting date 2024-03-31
File View File

Filings since 2024-02-07
Form type 13F-HR
File number 028-18985
Filing date 2024-02-07
Reporting date 2023-12-31
File View File

Filings since 2023-11-07
Form type 13F-HR
File number 028-18985
Filing date 2023-11-07
Reporting date 2023-09-30
File View File

Filings since 2023-08-03
Form type 13F-HR
File number 028-18985
Filing date 2023-08-03
Reporting date 2023-06-30
File View File

Filings since 2023-05-08
Form type 13F-HR
File number 028-18985
Filing date 2023-05-08
Reporting date 2023-03-31
File View File

Filings since 2023-02-01
Form type 13F-HR
File number 028-18985
Filing date 2023-02-01
Reporting date 2022-12-31
File View File

Filings since 2022-10-19
Form type 13F-HR
File number 028-18985
Filing date 2022-10-19
Reporting date 2022-09-30
File View File

Filings since 2022-08-01
Form type 13F-HR
File number 028-18985
Filing date 2022-08-01
Reporting date 2022-06-30
File View File

Filings since 2022-05-10
Form type 13F-HR
File number 028-18985
Filing date 2022-05-10
Reporting date 2022-03-31
File View File

Filings since 2022-02-08
Form type 13F-HR
File number 028-18985
Filing date 2022-02-08
Reporting date 2021-12-31
File View File

Filings since 2021-10-20
Form type 13F-HR
File number 028-18985
Filing date 2021-10-20
Reporting date 2021-09-30
File View File

Filings since 2021-08-13
Form type 13F-HR
File number 028-18985
Filing date 2021-08-13
Reporting date 2021-06-30
File View File

Filings since 2021-04-19
Form type 13F-HR
File number 028-18985
Filing date 2021-04-19
Reporting date 2021-03-31
File View File

Filings since 2021-01-19
Form type 13F-HR
File number 028-18985
Filing date 2021-01-19
Reporting date 2020-12-31
File View File

Filings since 2020-11-04
Form type 13F-HR
File number 028-18985
Filing date 2020-11-04
Reporting date 2020-09-30
File View File

Filings since 2020-07-23
Form type 13F-HR
File number 028-18985
Filing date 2020-07-23
Reporting date 2020-06-30
File View File

Filings since 2020-05-11
Form type 13F-HR
File number 028-18985
Filing date 2020-05-11
Reporting date 2020-03-31
File View File

Filings since 2020-02-10
Form type 13F-HR
File number 028-18985
Filing date 2020-02-10
Reporting date 2019-12-31
File View File

Filings since 2019-10-15
Form type 13F-HR
File number 028-18985
Filing date 2019-10-15
Reporting date 2019-09-30
File View File

Filings since 2019-07-26
Form type 13F-HR
File number 028-18985
Filing date 2019-07-26
Reporting date 2019-06-30
File View File

Filings since 2019-04-11
Form type 13F-HR
File number 028-18985
Filing date 2019-04-11
Reporting date 2019-03-31
File View File

Filings since 2019-01-29
Form type 13F-HR
File number 028-18985
Filing date 2019-01-29
Reporting date 2018-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WAMBOLT & ASSOCIATES 401(K) PLAN 2023 272153580 2024-06-05 WAMBOLT & ASSOCIATES 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2024-06-05
Name of individual signing SCOTT KIRKPATRICK
Valid signature Filed with authorized/valid electronic signature
WAMBOLT & ASSOCIATES 401(K) PLAN 2022 272153580 2023-10-10 WAMBOLT & ASSOCIATES 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing SCOTT KIRKPATRICK
Valid signature Filed with authorized/valid electronic signature
WAMBOLT & ASSOCIATES 401(K) PLAN 2021 272153580 2022-09-19 WAMBOLT & ASSOCIATES 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2022-09-19
Name of individual signing SCOTT KIRKPATRICK
Valid signature Filed with authorized/valid electronic signature
WAMBOLT & ASSOCIATES 401(K) PLAN 2020 272153580 2021-10-14 WAMBOLT & ASSOCIATES 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127
WAMBOLT & ASSOCIATES 401(K) PLAN 2019 272153580 2020-09-30 WAMBOLT & ASSOCIATES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2020-09-30
Name of individual signing GREG WAMBOLT
Valid signature Filed with authorized/valid electronic signature
WAMBOLT & ASSOCIATES 401(K) PLAN 2018 272153580 2019-10-03 WAMBOLT & ASSOCIATES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2019-10-03
Name of individual signing GREG WAMBOLT
Valid signature Filed with authorized/valid electronic signature
WAMBOLT & ASSOCIATES 401(K) PLAN 2017 272153580 2018-10-03 WAMBOLT & ASSOCIATES 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2018-10-03
Name of individual signing GREG WAMBOLT
Valid signature Filed with authorized/valid electronic signature
WAMBOLT & ASSOCIATES 401(K) PLAN 2016 272153580 2017-07-13 WAMBOLT & ASSOCIATES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2017-07-13
Name of individual signing GREG WAMBOLT
Valid signature Filed with authorized/valid electronic signature
WAMBOLT & ASSOCIATES 401(K) PLAN 2015 272153580 2016-10-11 WAMBOLT & ASSOCIATES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2016-10-11
Name of individual signing GREG WAMBOLT
Valid signature Filed with authorized/valid electronic signature
WAMBOLT & ASSOCIATES 401(K) PLAN 2014 272153580 2015-09-22 WAMBOLT & ASSOCIATES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 7209626700
Plan sponsor’s address 13976 W. BOWLES AVE #200, LITTLETON, CO, 80127

Signature of
Role Plan administrator
Date 2015-09-22
Name of individual signing GREG WAMBOLT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Gregory Wambolt Agent 13976 W Bowles Ave Ste 200 Littleton CO 80127 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248068730 File Report 2024-10-02 2024-10-02 No data No data
20231894812 File Report 2023-08-25 2023-08-25 No data Principal address changed, Change in registered agent information
20221859966 File Report 2022-09-01 2022-09-01 No data Principal address changed, Change in registered agent information
20218000547 Amend Articles of Organization for an LLC 2021-10-22 2021-10-22 No data No data
20211780936 File Report 2021-08-24 2021-08-24 No data No data
20201729749 File Report 2020-08-24 2020-08-24 No data No data
20191702591 File Report 2019-08-30 2019-08-30 No data No data
20181660887 File Report 2018-08-23 2018-08-23 No data No data
20171757597 File Report 2017-10-05 2017-10-05 No data No data
20161582144 File Report 2016-08-26 2016-08-26 No data No data

Related by officers

Gregory Wambolt

Wambolt Family LLLP Wambolt Properties, LLC Wambolt Cattle & Hay, LLC Bighorn Tax Network, LLC Conifer Ranch, LLC Clifton House, LLC Meadowview at Conifer Ranch LLC Conley Coffee Shop LLC Longview at Conifer Ranch LLC The Cabin at Conifer Ranch LLC

Related by address

13976 W Bowles Ave Ste 200 Littleton CO 80127 US

Wambolt Properties, LLC Bighorn Tax Network, LLC Colorado Conservation Alliance, Inc. Wambolt Properties II, LLC Michael's, LLC Scarlett Rose, LLC

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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