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  5. Lewis Insurance and Financial Services, Inc.

Lewis Insurance and Financial Services, Inc.

Company Details

Name: Lewis Insurance and Financial Services, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 28 Nov 2011 (13 years ago)
Entity Number: 20111653472
ZIP code: 80916
County: El Paso County
Place of Formation: COLORADO
Principal Address: 1614 S Academy Blvd Ste 110 Colorado Springs CO 80916 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEWIS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2023 815426736 2024-06-12 LEWIS INSURANCE AND FINANCIAL SERVICES, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 7194343944
Plan sponsor’s address 1614 S. ACADEMY BLVD., #110, COLORADO SPRINGS, CO, 80916

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 2024-06-12
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
LEWIS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2022 815426736 2023-06-09 LEWIS INSURANCE AND FINANCIAL SERVICES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 7194343944
Plan sponsor’s address 1614 S. ACADEMY BLVD., #110, COLORADO SPRINGS, CO, 80916

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 2023-06-09
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
LEWIS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2021 815426736 2022-10-05 LEWIS INSURANCE AND FINANCIAL SERVICES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 7194343944
Plan sponsor’s address 1614 S. ACADEMY BLVD., #110, COLORADO SPRINGS, CO, 80916

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 2022-10-04
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
LEWIS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2020 815426736 2021-05-28 LEWIS INSURANCE AND FINANCIAL SERVICES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 7194343944
Plan sponsor’s address 1614 S. ACADEMY BLVD., #110, COLORADO SPRINGS, CO, 80916

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 2021-05-28
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
LEWIS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN 2019 815426736 2020-10-05 LEWIS INSURANCE AND FINANCIAL SERVICES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524210
Sponsor’s telephone number 7194343944
Plan sponsor’s address 1614 S. ACADEMY BLVD., #110, COLORADO SPRINGS, CO, 80916

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 2020-10-05
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20238333966 File Report 2023-12-26 2023-12-26 No data Principal address changed, Change in registered agent information
20231004898 File Report 2023-01-02 2023-01-02 No data Principal address changed, Change in registered agent information
20221025920 File Report 2022-01-07 2022-01-07 No data No data
20208100897 File Report 2020-12-23 2020-12-23 No data No data
20198040152 File Report 2019-12-26 2019-12-26 No data No data
20188026225 File Report 2018-12-26 2018-12-26 No data Change of Entity Address
20171964303 File Report 2017-12-28 2017-12-28 No data No data
20171036268 Combined Statement of Conversion and Articles of Incorporation 2017-01-16 2017-01-16 Lewis Insurance and Financial Services, Inc. Converted from Domestic Limited Liability Company to Domestic Profit Corporation.
20151727715 File Report 2015-11-11 2015-11-11 No data No data
20141660536 File Report 2014-10-28 2014-10-28 No data Change of Entity Address

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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