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D L Anderson & Associates, Inc.

Company Details

Name: D L Anderson & Associates, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 12 Dec 2012 (12 years ago)
Entity Number: 20121685208
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 8400 E Prentice Ave Suite 1125 Greenwood Village CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2023 461562389 2024-07-26 D L ANDERSON & ASSOCIATES INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-14
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s mailing address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
Plan sponsor’s address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2024-07-26
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-26
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2022 461562389 2023-08-06 D L ANDERSON & ASSOCIATES, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-14
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s DBA name PROSPERION FINANCIAL ADVISORS
Plan sponsor’s mailing address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
Plan sponsor’s address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2023-08-06
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-06
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2021 461562389 2023-01-31 D L ANDERSON & ASSOCIATES, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-14
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s DBA name PROSPERION FINANCIAL ADVISORS
Plan sponsor’s mailing address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
Plan sponsor’s address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955

Number of participants as of the end of the plan year

Active participants 2
Number of participants with account balances as of the end of the plan year 2

Signature of

Role Plan administrator
Date 2023-01-31
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-01-31
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2019 461562389 2020-10-16 D L ANDERSON & ASSOCIATES, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-14
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s mailing address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
Plan sponsor’s address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2020-10-16
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-16
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2018 461562389 2020-01-29 D L ANDERSON & ASSOCIATES, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-14
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s mailing address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
Plan sponsor’s address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2020-01-29
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-01-29
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2016 461562389 2018-01-20 D L ANDERSON & ASSOCIATES, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-14
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s mailing address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
Plan sponsor’s address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2018-01-20
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-01-20
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2015 461562389 2017-01-27 D L ANDERSON & ASSOCIATES, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-14
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s mailing address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955
Plan sponsor’s address 8400 E PRENTICE AVE STE 1125, GREENWOOD VILLAGE, CO, 801112955

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2017-01-27
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-01-27
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
D L ANDERSON & ASSOCIATES RETIREMENT PLAN 2014 461562389 2015-12-18 D L ANDERSON & ASSOCIATES, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-14
Business code 523900
Sponsor’s telephone number 3037933202
Plan sponsor’s mailing address 8400 E PRENTICE AVE, SUITE 1125, GREENWOOD VILLAGE, CO, 80111
Plan sponsor’s address 8400 E PRENTICE AVE, SUITE 1125, GREENWOOD VILLAGE, CO, 80111

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2015-12-18
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-12-18
Name of individual signing DAVID ANDERSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
David Lloyd Anderson Agent 4545 S Monaco St Unit 152 Denver CO 80237 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241535673 File Report 2024-05-16 2024-05-16 No data No data
20231602711 File Report 2023-06-02 2023-06-02 No data Change in registered agent information
20221470518 File Report 2022-05-06 2022-05-06 No data No data
20211404102 File Report 2021-04-26 2021-04-26 No data No data
20201639818 File Report 2020-07-24 2020-07-24 No data No data
20191540027 File Report 2019-07-01 2019-07-01 No data No data
20181389866 File Report 2018-05-14 2018-05-14 No data Change of Registered Agent / Change of Registered Agent Address
20171328151 File Report 2017-04-26 2017-04-26 No data No data
20161521898 File Report 2016-08-01 2016-08-01 No data Change of Entity Address
20151349316 Statement Curing Delinquency 2015-05-26 2015-05-26 No data No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3844297309 2020-04-29 0811 PPP 8400 E Prentice Avenue, Suite 1125, GREENWOOD VILLAGE, CO, 80111
Loan Status Date 2021-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 14300
Loan Approval Amount (current) 14300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 87893
Servicing Lender Name Glacier Bank
Servicing Lender Address 202 Main St, KALISPELL, MT, 59901-4454
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address GREENWOOD VILLAGE, ARAPAHOE, CO, 80111-1000
Project Congressional District CO-06
Number of Employees 2
NAICS code 523110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 87893
Originating Lender Name Glacier Bank
Originating Lender Address KALISPELL, MT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 14411.27
Forgiveness Paid Date 2021-02-16

Date of last update: 10 Feb 2025

Sources: Colorado's Secretary of State