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Advocate Tax Worldwide, LLC

Company Details

Name: Advocate Tax Worldwide, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 25 Nov 2013 (11 years ago)
Entity Number: 20131672758
ZIP code: 80232
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 7596 W Jewell Ave Ste 305 Lakewood CO 80232 US
Mailing Address: PO Box 38 Morrison CO 80465 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVOCATE TAX WORLDWIDE LLC 2023 464377089 2024-09-05 ADVOCATE TAX WORLDWIDE LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541213
Sponsor’s telephone number 7204328550
Plan sponsor’s address 7596 WEST JEWELL AVE, SUITE 305, LAKEWOOD, CO, 80232

Signature of

Role Plan administrator
Date 2024-09-05
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
ADVOCATE TAX WORLDWIDE LLC 2022 464377089 2023-09-12 ADVOCATE TAX WORLDWIDE LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541213
Sponsor’s telephone number 7204328550
Plan sponsor’s address 777 SOUTH WADSWORTH BLVD, BUILDING 4 SOUTH SUITE 160, LAKEWOOD, CO, 80226

Signature of

Role Plan administrator
Date 2023-09-12
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
ADVOCATE TAX WORLDWIDE LLC 2021 464377089 2022-09-22 ADVOCATE TAX WORLDWIDE LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541213
Sponsor’s telephone number 7204328550
Plan sponsor’s address 777 SOUTH WADSWORTH BLVD, BUILDING 4 SOUTH SUITE 160, LAKEWOOD, CO, 80226

Signature of

Role Plan administrator
Date 2022-09-22
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
ADVOCATE TAX WORLDWIDE LLC 2020 464377089 2021-10-05 ADVOCATE TAX WORLDWIDE LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541213
Sponsor’s telephone number 7204328550
Plan sponsor’s address 777 SOUTH WADSWORTH BLVD, BUILDING 4 SOUTH SUITE 160, LAKEWOOD, CO, 80226

Signature of

Role Plan administrator
Date 2021-10-05
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Brett Douglas Ohlen Agent 7596 W Jewell Ave Ste 305 Lakewood CO 80232 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241710872 File Report 2024-07-01 2024-07-01 No data Principal address changed, Change in registered agent information
20231336736 File Report 2023-03-24 2023-03-24 No data Principal address changed, Change in registered agent information
20228081420 Statement of Change Changing the Principal Office Address 2022-11-01 2022-11-01 No data Removed entity mailing address;Principal address changed;
20221366444 File Report 2022-04-08 2022-04-08 No data No data
20211401349 File Report 2021-04-26 2021-04-26 No data No data
20201572474 File Report 2020-06-30 2020-06-30 No data No data
20191560556 Statement of Change Changing the Principal Office Address 2019-07-12 2019-07-12 No data Principal address changed;
20191560568 File Report 2019-07-12 2019-07-12 No data Removed agent mailing address;
20181262464 File Report 2018-03-27 2018-03-27 No data No data
20171219908 File Report 2017-03-23 2017-03-23 No data Change of Registered Agent Address

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State