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Sound Investment Strategies, Inc.

Company Details

Name: Sound Investment Strategies, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 24 Oct 2012 (12 years ago)
Entity Number: 20121592404
Place of Formation: COLORADO
Principal Address: 9913 E. Woolard Rd. Colbert WA 99005 US
Mailing Address: 504 Findhorn Lane Wake Forest NC 27587 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SOUND INVESTMENT STRATEGIES INC CASH BALANCE PLAN 2021 461257414 2022-08-31 SOUND INVESTMENT STRATEGIES INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 809077274
SOUND INVESTMENT STRATEGIES INC PROFIT SHARING PLAN 2021 461257414 2022-08-29 SOUND INVESTMENT STRATEGIES INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 809077274
SOUND INVESTMENT STRATEGIES INC PROFIT SHARING PLAN 2021 461257414 2022-08-29 SOUND INVESTMENT STRATEGIES INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 809077274
SOUND INVESTMENT STRATEGIES INC CASH BALANCE PLAN 2021 461257414 2022-08-29 SOUND INVESTMENT STRATEGIES INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 809077274
SOUND INVESTMENT STRATEGIES INC PROFIT SHARING PLAN 2020 461257414 2021-07-23 SOUND INVESTMENT STRATEGIES INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 809077274
SOUND INVESTMENT STRATEGIES INC CASH BALANCE PLAN 2020 461257414 2021-07-23 SOUND INVESTMENT STRATEGIES INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 809077274
SOUND INVESTMENT STRATEGIES INC CASH BALANCE PLAN 2019 461257414 2020-10-13 SOUND INVESTMENT STRATEGIES INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 80907
SOUND INVESTMENT STRATEGIES INC PROFIT SHARING PLAN 2019 461257414 2020-10-13 SOUND INVESTMENT STRATEGIES INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 809077274
SOUND INVESTMENT STRATEGIES INC PROFIT SHARING PLAN 2018 461257414 2019-09-30 SOUND INVESTMENT STRATEGIES INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 80907
SOUND INVESTMENT STRATEGIES INC CASH BALANCE PLAN 2018 461257414 2019-09-30 SOUND INVESTMENT STRATEGIES INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7196499613
Plan sponsor’s address 1811 N 7TH STREET, COLORADO SPRINGS, CO, 80907

Agent

Name Role Address
Hayden S Gregory Agent 1811 N 7th St Colorado Springs CO 80907 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248273386 Statement of Change Changing the Principal Office Address 2024-11-30 2024-11-30 No data Principal address changed;
20248013462 File Report 2024-09-23 2024-09-23 No data Change in registered agent information
20231970423 File Report 2023-09-22 2023-09-22 No data Change in registered agent information
20228071194 File Report 2022-10-31 2022-10-31 No data Principal address changed, Change in registered agent information
20218185331 File Report 2021-12-21 2021-12-21 No data No data
20208093125 File Report 2020-12-22 2020-12-22 No data No data
20198054069 File Report 2019-12-30 2019-12-30 No data No data
20191809362 Statement of Change to Add an Attachment 2019-10-07 2019-10-07 No data Change to add an attachment
20191005172 File Report 2019-01-02 2019-01-02 No data No data
20171805234 File Report 2017-10-25 2017-10-25 No data Change of Registered Agent / Change of Registered Agent Address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State