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  5. HDA Accounting Group PLLC

HDA Accounting Group PLLC

Company Details

Name: HDA Accounting Group PLLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 06 Feb 2011 (14 years ago)
Entity Number: 20111077582
ZIP code: 80246
County: Denver County
Place of Formation: COLORADO
Principal Address: 720 S Colorado Blvd Penthouse North, Suite 1337 Denver CO 80246 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HDA GROUP DENTAL PLLC 401(K) PLAN 2023 823286514 2024-05-14 HDA ACCOUNTING GROUP PLLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-16
Business code 541211
Sponsor’s telephone number 3037990476
Plan sponsor’s address 1404 HAWK PARKWAY, SUITE 308, MONTROSE, CO, 81401

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-14
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
HDA GROUP DENTAL PLLC 401(K) PLAN 2022 823286514 2023-05-27 HDA ACCOUNTING GROUP PLLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-16
Business code 541211
Sponsor’s telephone number 3037990476
Plan sponsor’s address 1404 HAWK PARKWAY, SUITE 308, MONTROSE, CO, 81401

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
HDA GROUP DENTAL PLLC 401(K) PLAN 2021 823286514 2022-05-28 HDA ACCOUNTING GROUP PLLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-16
Business code 541211
Sponsor’s telephone number 3037990476
Plan sponsor’s address 1404 HAWK PARKWAY, SUITE 308, MONTROSE, CO, 81401

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-05-28
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
HDA GROUP DENTAL PLLC 401(K) PLAN 2020 823286514 2021-09-21 HDA ACCOUNTING GROUP PLLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-16
Business code 541211
Sponsor’s telephone number 3037990476
Plan sponsor’s address 1404 HAWK PARKWAY, SUITE 308, MONTROSE, CO, 81401

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-09-21
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
HDA ACCOUNTING GROUP 401(K) PLAN 2019 823286514 2020-08-11 HDA ACCOUNTING GROUP, PLLC 13
Three-digit plan number (PN) 001
Effective date of plan 2015-05-16
Business code 541211
Sponsor’s telephone number 3037990476
Plan sponsor’s address 7350 E. PROGRESS PLACE, STE 208, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2020-08-11
Name of individual signing MORGAN HAMON
Valid signature Filed with authorized/valid electronic signature
HDA ACCOUNTING GROUP 401(K) PLAN 2019 823286514 2020-10-05 HDA ACCOUNTING GROUP, PLLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-16
Business code 541211
Sponsor’s telephone number 3037990476
Plan sponsor’s address 7350 E. PROGRESS PLACE, STE 208, GREENWOOD VILLAGE, CO, 80111

Signature of
Role Plan administrator
Date 2020-10-05
Name of individual signing MORGAN HAMON
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-HDA ACCOUNTING GROUP PC 2018 823286514 2019-10-04 HDA ACCOUNTING GROUP PLLC 14
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-05-16
Business code 541211
Sponsor’s telephone number 3037990476
Plan sponsor’s address 7350 E PROGRESS PLACE, STE 208, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of
Role Plan administrator
Date 2019-10-04
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature
RETIREMENT INCOME SECURITY PLAN-HDA ACCOUNTING GROUP PC 2018 823286514 2019-12-20 HDA ACCOUNTING GROUP PLLC 16
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-05-16
Business code 541211
Sponsor’s telephone number 3037990476
Plan sponsor’s address 7350 E PROGRESS PLACE, STE 208, GREENWOOD VILLAGE, CO, 80111

Plan administrator’s name and address
Administrator’s EIN 821222973
Plan administrator’s name HEALTHEQUITY RETIREMENT SERVICES, LLC
Plan administrator’s address 15 W SCENIC POINTE DR., STE 100, DRAPER, UT, 84020
Administrator’s telephone number 8778602664

Signature of
Role Plan administrator
Date 2019-12-20
Name of individual signing STEVEN STOUT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Kenneth L Hamon II Agent 339 W Ridges Blvd Grand Junction CO 81507 US

Licenses

Number Status Type Date Last renew date End date Address
13235 Active FRM 2011-05-18 2023-09-01 2026-08-31 Greenwood Village CO 80111

Transaction History

Transaction ID Type Date Effective date Name Comment
20248346940 File Report 2024-12-23 2024-12-23 No data Principal address changed, Change in registered agent information
20238321760 File Report 2023-12-23 2023-12-23 No data Principal address changed, Change in registered agent information
20228290457 File Report 2022-12-30 2022-12-30 No data Principal address changed, Change in registered agent information
20218192882 File Report 2021-12-23 2021-12-23 No data Removed entity mailing address;Removed agent mailing address; / Change of Entity Address
20208097618 File Report 2020-12-23 2020-12-23 No data Change of Registered Agent Address / Change of Entity Address
20198028073 File Report 2019-12-23 2019-12-23 No data No data
20188020736 File Report 2018-12-24 2018-12-24 No data No data
20171830021 Combined Statement of Conversion and Articles of Organization 2017-11-02 2018-01-01 HDA Accounting Group PLLC Converted from Domestic Profit Corporation to Domestic Limited Liability Company.
20171594773 File Report 2017-08-03 2017-08-03 No data No data
20161498908 File Report 2016-07-25 2016-07-25 No data No data

Related by officers

No related officers

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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