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Philanthropy Expert, LLC

Company Details

Name: Philanthropy Expert, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 16 Jan 2012 (13 years ago)
Entity Number: 20121031672
ZIP code: 80134
County: Douglas County
Place of Formation: COLORADO
Principal Address: 9291 Lone Timber Ct Parker CO 80134 US
Mailing Address: PO Box 100644 Denver CO 80250 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHILANTHROPY EXPERT 401(K) PLAN 2023 454281262 2024-05-10 PHILANTHROPY EXPERT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 813000
Sponsor’s telephone number 3035659502
Plan sponsor’s address PO BOX 100644, DENVER, CO, 80250

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 2024-05-10
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
PHILANTHROPY EXPERT 401(K) PLAN 2022 454281262 2023-05-27 PHILANTHROPY EXPERT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 813000
Sponsor’s telephone number 3035659502
Plan sponsor’s address PO BOX 100644, DENVER, CO, 80250

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
PHILANTHROPY EXPERT 401(K) PLAN 2021 454281262 2022-05-19 PHILANTHROPY EXPERT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 813000
Sponsor’s telephone number 3035659502
Plan sponsor’s address PO BOX 100644, DENVER, CO, 80250

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 2022-05-19
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
PHILANTHROPY EXPERT 401(K) PLAN 2020 454281262 2021-06-22 PHILANTHROPY EXPERT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 813000
Sponsor’s telephone number 3035659502
Plan sponsor’s address PO BOX 100644, DENVER, CO, 80250

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 2021-06-22
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20248354488 File Report 2024-12-23 2024-12-23 No data Principal address changed, Change in registered agent information
20241335068 File Report 2024-03-24 2024-03-24 No data Principal address changed, Change in registered agent information
20238155304 Statement of Change Changing the Registered Agent Information 2023-10-31 2023-10-31 No data Registered agent information changed;
20228265329 File Report 2022-12-27 2022-12-27 No data Principal address changed, Change in registered agent information
20221012984 File Report 2022-01-04 2022-01-04 No data No data
20208099870 File Report 2020-12-23 2020-12-23 No data Removed agent mailing address; / Change of Registered Agent Address
20201368288 Statement of Change Changing the Principal Office Address 2020-04-24 2020-04-24 No data Removed entity mailing address;Principal address changed;
20201010041 File Report 2020-01-03 2020-01-03 No data No data
20191226250 File Report 2019-03-15 2019-03-15 No data Change of Entity Address
20181223854 File Report 2018-03-19 2018-03-19 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State