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  5. Keystone Financial Services

Keystone Financial Services

Company Details

Name: Keystone Financial Services
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 16 Dec 2010 (14 years ago)
Entity Number: 20101682604
ZIP code: 80538
County: Larimer County
Place of Formation: COLORADO
Principal Address: 4090 Clydesdale Pkwy Unit 201 Loveland CO 80538 US

Central Index Key

CIK number Mailing Address Business Address Phone
1865158 4090 CLYDESDALE PARKWAY, SUITE 201, LOVELAND, CO, 80538 4090 CLYDESDALE PARKWAY, SUITE 201, LOVELAND, CO, 80538 970-744-5408

Filings since 2024-11-05
Form type 13F-HR
File number 028-21556
Filing date 2024-11-05
Reporting date 2024-09-30
File View File

Filings since 2024-08-21
Form type N-PX
File number 028-21556
Filing date 2024-08-21
Reporting date 2024-06-30
File View File

Filings since 2024-07-23
Form type 13F-HR
File number 028-21556
Filing date 2024-07-23
Reporting date 2024-06-30
File View File

Filings since 2024-06-13
Form type 13F-HR
File number 028-21556
Filing date 2024-06-13
Reporting date 2024-03-31
File View File

Filings since 2024-01-29
Form type 13F-HR
File number 028-21556
Filing date 2024-01-29
Reporting date 2023-12-31
File View File

Filings since 2023-11-08
Form type 13F-HR
File number 028-21556
Filing date 2023-11-08
Reporting date 2023-09-30
File View File

Filings since 2023-08-02
Form type 13F-HR
File number 028-21556
Filing date 2023-08-02
Reporting date 2023-06-30
File View File

Filings since 2023-04-28
Form type 13F-HR
File number 028-21556
Filing date 2023-04-28
Reporting date 2023-03-31
File View File

Filings since 2023-02-01
Form type 13F-HR
File number 028-21556
Filing date 2023-02-01
Reporting date 2022-12-31
File View File

Filings since 2022-10-28
Form type 13F-HR
File number 028-21556
Filing date 2022-10-28
Reporting date 2022-09-30
File View File

Filings since 2022-08-03
Form type 13F-HR
File number 028-21556
Filing date 2022-08-03
Reporting date 2022-06-30
File View File

Filings since 2022-05-10
Form type 13F-HR
File number 028-21556
Filing date 2022-05-10
Reporting date 2022-03-31
File View File

Filings since 2022-02-01
Form type 13F-HR
File number 028-21556
Filing date 2022-02-01
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KEYSTONE FINANCIAL SERVICES 401(K) PLAN 2023 274282782 2024-06-21 KEYSTONE FINANCIAL SERVICES 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 9707445408
Plan sponsor’s address 4090 CLYDESDALE PKWY, STE 201, LOVELAND, CO, 80538
KEYSTONE FINANCIAL SERVICES 401(K) PLAN 2022 274282782 2023-07-24 KEYSTONE FINANCIAL SERVICES 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 9707445408
Plan sponsor’s address 4090 CLYDESDALE PKWY, STE. 201, LOVELAND, CO, 80538
KEYSTONE FINANCIAL SERVICES 401(K) PLAN 2021 274282782 2022-06-15 KEYSTONE FINANCIAL SERVICES 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 9707445408
Plan sponsor’s address 4090 CLYDESDALE PKWY, STE 201, LOVELAND, CO, 80538
KEYSTONE FINANCIAL SERVICES 401(K) PLAN 2020 274282782 2021-02-04 KEYSTONE FINANCIAL SERVICES 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 9707445408
Plan sponsor’s address 4090 CLYDESDALE PKWY, STE 201, LOVELAND, CO, 80538
KEYSTONE FINANCIAL SERVICES 401(K) PLAN 2019 274282782 2020-04-22 KEYSTONE FINANCIAL SERVICES 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 9707445408
Plan sponsor’s address 4090 CLYDESDALE PKWY, STE 201, LOVELAND, CO, 80538
KEYSTONE FINANCIAL SERVICES 401(K) PLAN 2018 274282782 2019-06-24 KEYSTONE FINANCIAL SERVICES 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 9707445408
Plan sponsor’s address 4090 CLYDESDALE PKWY, STE 201, LOVELAND, CO, 80538
KEYSTONE FINANCIAL SERVICES 401(K) PLAN 2017 274282782 2018-02-28 KEYSTONE FINANCIAL SERVICES 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 9707445408
Plan sponsor’s address 4090 CLYDESDALE PKWY, STE 201, LOVELAND, CO, 80538
KEYSTONE FINANCIAL SERVICES 401(K) PLAN 2016 274282782 2017-06-21 KEYSTONE FINANCIAL SERVICES 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 9707445408
Plan sponsor’s address 4090 CLYDESDALE PKWY, STE 201, LOVELAND, CO, 80538

Agent

Name Role Address
Joshua Paul Nelson Agent 4090 Clydesdale Pkwy Unit 201 Loveland CO 80538 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248293977 File Report 2024-12-04 2024-12-04 No data Principal address changed, Change in registered agent information
20238287115 File Report 2023-12-11 2023-12-11 No data No data
20228212106 File Report 2022-12-13 2022-12-13 No data No data
20218136394 File Report 2021-12-01 2021-12-01 No data No data
20208010870 File Report 2020-11-23 2020-11-23 No data No data
20198022508 File Report 2019-12-20 2019-12-20 No data No data
20181950980 File Report 2018-12-04 2018-12-04 No data No data
20171882057 File Report 2017-11-27 2017-11-27 No data No data
20161825898 File Report 2016-12-05 2016-12-05 No data Change of Registered Agent Address / Change of Entity Address
20151744242 File Report 2015-11-23 2015-11-23 No data No data

Related by officers

Joshua Paul Nelson

Dominica Holdings, LLC

Related by address

No related companies by address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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