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Synergy CPA Group, LLC

Company Details

Name: Synergy CPA Group, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 02 Dec 2010 (14 years ago)
Entity Number: 20101656161
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 6300 S Syracuse Way Ste 150 Centennial CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SYNERGY CPA GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2023 273296258 2024-07-11 SYNERGY CPA GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 3033359692
Plan sponsor’s address 6300 S SYRACUSE WAY, STE 150, CENTENNIAL, CO, 80111

Signature of

Role Plan administrator
Date 2024-07-11
Name of individual signing MICHELLE LUEVANE
Valid signature Filed with authorized/valid electronic signature
SYNERGY CPA GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2023 273296258 2024-07-09 SYNERGY CPA GROUP LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 3033359692
Plan sponsor’s address 6300 S SYRACUSE WAY SUITE 150, CENTENNIAL, CO, 80111

Signature of

Role Plan administrator
Date 2024-07-09
Name of individual signing MICHELLE L LUEVANE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-09
Name of individual signing MICHELLE L LUEVANE
Valid signature Filed with authorized/valid electronic signature
SYNERGY CPA GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 273296258 2023-07-25 SYNERGY CPA GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541990
Plan sponsor’s address 6300 S SYRACUSE WAY STE 150, CENTENNIAL, CO, 801116786

Signature of

Role Plan administrator
Date 2023-07-25
Name of individual signing MICHELLE LUEVANE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-25
Name of individual signing MICHELLE LUEVANE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Michelle Luevane Agent 6300 S Syracuse Way Ste 150 Centennial CO 80111 US

Licenses

Number Status Type Date Last renew date End date Address
5000149 Active FRM 2015-05-22 2023-09-01 2026-08-31 Centennial CO 80111

Transaction History

Transaction ID Type Date Effective date Name Comment
20248404220 File Report 2024-12-31 2024-12-31 No data Principal address changed, Change in registered agent information
20238260198 File Report 2023-12-01 2023-12-01 No data Principal address changed, Change in registered agent information
20228199445 File Report 2022-12-08 2022-12-08 No data Principal address changed, Change in registered agent information
20221196216 File Report 2022-02-24 2022-02-24 No data No data
20208138457 File Report 2020-12-31 2020-12-31 No data No data
20201002757 File Report 2020-01-02 2020-01-02 No data Removed entity mailing address;Removed agent mailing address; / Change of Registered Agent Address
20188048649 File Report 2018-12-31 2018-12-31 No data No data
20181016182 File Report 2018-01-05 2018-01-05 No data No data
20171027307 File Report 2017-01-11 2017-01-11 No data Change of Registered Agent Address
20151838996 File Report 2015-12-30 2015-12-30 No data Removed agent mailing address; / Change of Registered Agent Address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State