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Jim Plane Insurance Agency Inc

Company Details

Name: Jim Plane Insurance Agency Inc
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 26 Mar 2012 (13 years ago)
Entity Number: 20121180071
ZIP code: 80026
County: Boulder County
Place of Formation: COLORADO
Principal Address: 1319 W Baseline Rd Ste 201B Lafayette CO 80026 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JIM PLANE STATE FARM AGENCY 401(K) PLAN 2023 454881466 2024-07-03 JIM PLANE INSURANCE AGENCY, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 7208905916
Plan sponsor’s address 1319 BASELINE RD, #201B, LAFAYETTE, CO, 80026

Signature of

Role Plan administrator
Date 2024-07-03
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-03
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature
JIM PLANE STATE FARM AGENCY 401(K) PLAN 2022 454881466 2023-05-30 JIM PLANE INSURANCE AGENCY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 7208905916
Plan sponsor’s address 1319 BASELINE RD, #201B, LAFAYETTE, CO, 80026

Signature of

Role Plan administrator
Date 2023-05-30
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-30
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature
JIM PLANE STATE FARM AGENCY 401(K) PLAN 2021 454881466 2022-10-06 JIM PLANE INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 7208905916
Plan sponsor’s address 1319 BASELINE RD, #201B, LAFAYETTE, CO, 80026

Signature of

Role Plan administrator
Date 2022-10-06
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-06
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature
JIM PLANE STATE FARM AGENCY 401(K) PLAN 2020 454881466 2021-08-27 JIM PLANE INSURANCE AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 7208905916
Plan sponsor’s address 1319 BASELINE RD, #201B, LAFAYETTE, CO, 80026

Signature of

Role Plan administrator
Date 2021-08-27
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature
JIM PLANE STATE FARM AGENCY 401(K) PLAN 2019 454881466 2020-10-15 JIM PLANE INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 7208905916
Plan sponsor’s address 1319 BASELINE RD, #201B, LAFAYETTE, CO, 80026

Signature of

Role Plan administrator
Date 2020-10-15
Name of individual signing JAMES PLANE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-15
Name of individual signing JAMES PLANE
Valid signature Filed with authorized/valid electronic signature
JIM PLANE STATE FARM AGENCY 401(K) PLAN 2018 450404698 2019-07-02 JIM PLANE INSURANCE AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 7208905916
Plan sponsor’s address 1319 BASELINE RD, #201B, LAFAYETTE, CO, 80026

Signature of

Role Plan administrator
Date 2019-07-02
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature
JIM PLANE STATE FARM AGENCY 401(K) PLAN 2017 454881466 2018-07-31 JIM PLANE INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 7208905916
Plan sponsor’s address 1319 BASELINE RD, #201B, LAFAYETTE, CO, 80026

Signature of

Role Plan administrator
Date 2018-07-31
Name of individual signing JIM PLANE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Jim Plane Agent 1319 W Baseline Rd Ste 201B Lafayette CO 80026 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241078963 File Report 2024-01-23 2024-01-23 No data Principal address changed, Change in registered agent information
20231075868 File Report 2023-01-23 2023-01-23 No data Principal address changed, Change in registered agent information
20221126635 File Report 2022-02-01 2022-02-01 No data No data
20211143100 File Report 2021-02-11 2021-02-11 No data No data
20201058230 File Report 2020-01-23 2020-01-23 No data No data
20191086188 File Report 2019-01-28 2019-01-28 No data No data
20181092902 File Report 2018-01-30 2018-01-30 No data No data
20171053127 File Report 2017-01-23 2017-01-23 No data No data
20161090029 File Report 2016-02-03 2016-02-03 No data No data
20151047888 File Report 2015-01-23 2015-01-23 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State