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  5. Risk Management & Wealth Preservation Group, Inc.

Risk Management & Wealth Preservation Group, Inc.

Company Details

Name: Risk Management & Wealth Preservation Group, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 15 May 2010 (15 years ago)
Entity Number: 20101282313
ZIP code: 80863
County: Teller County
Place of Formation: COLORADO
Principal Address: 208 E. US Highway 24 Woodland Park CO 80863 US
Mailing Address: PO Box 4277 Woodland Park CO 80866 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RMWP 401(K) PLAN 2023 272580703 2024-10-25 RISK MANAGEMENT & WEALTH PRESERVATION GROUP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 7196860046
Plan sponsor’s address 208 E US HIGHWAY 24, WOODLAND PARK, CO, 80863

Signature of
Role Plan administrator
Date 2024-10-25
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
RMWP 401(K) PLAN 2022 272580703 2023-10-04 RISK MANAGEMENT & WEALTH PRESERVATION GROUP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 7196860046
Plan sponsor’s address 208 E US HIGHWAY 24, WOODLAND PARK, CO, 80863

Signature of
Role Plan administrator
Date 2023-10-04
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
RMWP 401(K) PLAN 2021 272580703 2022-06-23 RISK MANAGEMENT & WEALTH PRESERVATION GROUP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 7196860046
Plan sponsor’s address 208 E US HIGHWAY 24, WOODLAND PARK, CO, 80863

Signature of
Role Plan administrator
Date 2022-06-23
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-23
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
RMWP 401(K) PLAN 2020 272580703 2021-10-13 RISK MANAGEMENT & WEALTH PRESERVATION GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 7196860046
Plan sponsor’s DBA name SZYMANKOWSKI AGENCY
Plan sponsor’s address 208 E US HIGHWAY 24, WOODLAND PARK, CO, 80863

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
RMWP 401(K) PLAN 2019 272580703 2020-08-14 RISK MANAGEMENT & WEALTH PRESERVATION GROUP 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 7196860046
Plan sponsor’s address 208 E US HIGHWAY 24, WOODLAND PARK, CO, 80863

Signature of
Role Plan administrator
Date 2020-08-14
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
RMWP 401(K) PLAN 2018 272580703 2019-07-09 RISK MANAGEMENT & WEALTH PRESERVATION GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 7196860046
Plan sponsor’s address 208 E US HIGHWAY 24, WOODLAND PARK, CO, 80863

Signature of
Role Plan administrator
Date 2019-07-09
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
RMWP 401(K) PLAN 2017 272580703 2018-06-11 RISK MANAGEMENT & WEALTH PRESERVATION GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 7196860046
Plan sponsor’s address 208 E US HIGHWAY 24, WOODLAND PARK, CO, 80863

Signature of
Role Plan administrator
Date 2018-06-11
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
RMWP 401(K) PLAN 2016 272580703 2017-07-20 RISK MANAGEMENT & WEALTH PRESERVATION GROUP, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 7196860046
Plan sponsor’s DBA name SZYMANKOWSKI AGENCY
Plan sponsor’s address 208 E US HIGHWAY 24, WOODLAND PARK, CO, 80863

Signature of
Role Plan administrator
Date 2017-07-20
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-20
Name of individual signing ERICA SZYMANKOWSKI
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241441657 File Report 2024-04-23 2024-04-23 No data Principal address changed, Change in registered agent information
20231459363 File Report 2023-04-27 2023-04-27 No data Principal address changed, Change in registered agent information
20221399129 File Report 2022-04-23 2022-04-23 No data No data
20211401052 File Report 2021-04-26 2021-04-26 No data No data
20201355893 File Report 2020-04-23 2020-04-23 No data No data
20191406983 File Report 2019-05-15 2019-05-15 No data Change of Registered Agent Address
20181398362 File Report 2018-05-18 2018-05-18 No data Change of Registered Agent / Change of Registered Agent Address
20171311923 File Report 2017-04-24 2017-04-24 No data No data
20161333576 File Report 2016-05-12 2016-05-12 No data No data
20151271279 File Report 2015-04-23 2015-04-23 No data No data

Related by officers

No related officers

Related by address

PO Box 4277 Woodland Park CO 80866 US

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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