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iPlan LLC

Company Details

Name: iPlan LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 03 Jan 2013 (12 years ago)
Entity Number: 20131006285
ZIP code: 80205
County: Denver County
Place of Formation: COLORADO
Principal Address: 2911 Walnut St Denver CO 80205 US

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
7NYB2 Obsolete Non-Manufacturer 2016-07-28 2023-12-03 2022-08-02 No data

Contact Information

POC PETER SIDLES
Phone +1 720-523-0222
Address 1801 LAWRENCE ST, DENVER, CO, 80202 2463, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PLANOMATIC 401(K) PLAN 2023 900189313 2024-05-08 IPLAN, LLC 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561900
Sponsor’s telephone number 7204142747
Plan sponsor’s address 2911 WALNUT STREET, DENVER, CO, 80205

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 2024-05-08
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
PLANOMATIC 401(K) PLAN 2022 900189313 2023-05-26 IPLAN, LLC 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561900
Sponsor’s telephone number 7204142747
Plan sponsor’s address 2911 WALNUT STREET, DENVER, CO, 80205

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 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
PLANOMATIC 401(K) PLAN 2021 900189313 2022-06-01 IPLAN, LLC 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561900
Sponsor’s telephone number 7204142747
Plan sponsor’s address 2911 WALNUT STREET, DENVER, CO, 80205

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 2022-06-01
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
PLANOMATIC 401(K) PLAN 2020 900189313 2021-06-02 IPLAN, LLC 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561900
Sponsor’s telephone number 7204142747
Plan sponsor’s address 2911 WALNUT STREET, DENVER, CO, 80205

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 2021-06-02
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
PLANOMATIC 401(K) PLAN 2019 900189313 2020-05-12 IPLAN, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 561900
Sponsor’s telephone number 7204142747
Plan sponsor’s address 2911 WALNUT STREET, DENVER, CO, 80205

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 2020-05-12
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Kori Eden Covrigaru Agent 2911 Walnut St Denver CO 80205 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248371581 File Report 2024-12-26 2024-12-26 No data Change in registered agent information
20238332166 File Report 2023-12-26 2023-12-26 No data No data
20228239952 File Report 2022-12-23 2022-12-23 No data Change in registered agent information
20218194551 File Report 2021-12-23 2021-12-23 No data No data
20211014833 File Report 2021-01-05 2021-01-05 No data No data
20198049698 File Report 2019-12-28 2019-12-28 No data Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address
20191006864 File Report 2019-01-02 2019-01-02 No data No data
20181004975 File Report 2018-01-02 2018-01-02 No data Change of Registered Agent Address / Change of Entity Address
20161891874 File Report 2016-12-31 2016-12-31 No data No data
20151821829 File Report 2015-12-25 2015-12-25 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State