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Quantitative Financial Strategies, Inc.

Company Details

Name: Quantitative Financial Strategies, Inc.
Jurisdiction: Colorado
Legal type: Foreign profit corporation
Status: Good Standing
Date of registration: 15 Aug 2014 (10 years ago)
Entity Number: 20141494343
ZIP code: 81601
County: Garfield County
Place of Formation: DELAWARE
Principal Address: 804 Colorado Ave. Suite #5 Glenwood Springs CO 81601 US
Mailing Address: PO Box 8923 Aspen CO 81612 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
QUANTITATIVE FINANCIAL STRATEGIES, INC 401(K) PLAN 2018 222895440 2019-04-30 QUANTITATIVE FINANCIAL STRATEGIES, INC. 13
File View Page
Three-digit plan number (PN) 006
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 9703060605
Plan sponsor’s address 350 MARKET STREET, SUITE 312, BASALT, CO, 81621

Signature of

Role Plan administrator
Date 2019-04-30
Name of individual signing WILLIAM E MARTIN
Valid signature Filed with authorized/valid electronic signature
QUANTITATIVE FINANCIAL STRATEGIES, INC 401(K) PLAN 2017 222895440 2018-06-11 QUANTITATIVE FINANCIAL STRATEGIES, INC. 14
File View Page
Three-digit plan number (PN) 006
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 9703060605
Plan sponsor’s address 350 MARKET STREET, SUITE 312, BASALT, CO, 81621

Signature of

Role Plan administrator
Date 2018-06-11
Name of individual signing WILLIAM E MARTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-11
Name of individual signing WILLIAM E MARTIN
Valid signature Filed with authorized/valid electronic signature
QUANTITATIVE FINANCIAL STRATEGIES, INC 401(K) PLAN 2016 222895440 2017-09-22 QUANTITATIVE FINANCIAL STRATEGIES, INC 10
File View Page
Three-digit plan number (PN) 006
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 9703060605
Plan sponsor’s address 350 MARKET STREET, SUITE 301, BASALT, CO, 81621

Signature of

Role Plan administrator
Date 2017-09-22
Name of individual signing SCOT SIMMONS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-22
Name of individual signing SCOT SIMMONS
Valid signature Filed with authorized/valid electronic signature
QUANTITATIVE FINANCIAL STRATEGIES, INC 401(K) PLAN 2015 222895440 2016-10-12 QUANTITATIVE FINANCIAL STRATEGIES, INC 9
File View Page
Three-digit plan number (PN) 006
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 9703060605
Plan sponsor’s address 350 MARKET STREET, SUITE 301, BASALT, CO, 81621

Signature of

Role Plan administrator
Date 2016-10-12
Name of individual signing SCOT SIMMONS
Valid signature Filed with authorized/valid electronic signature
QUANTITATIVE FINANCIAL STRATEGIES, INC 401(K) PLAN 2014 222895440 2015-08-19 QUANTITATIVE FINANCIAL STRATEGIES, INC 12
File View Page
Three-digit plan number (PN) 006
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 9703060151
Plan sponsor’s address 350 MARKET STREET, SUITE 301, BASALT, CO, 81621

Signature of

Role Plan administrator
Date 2015-08-19
Name of individual signing DANIEL BENDER
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241764835 File Report 2024-07-23 2024-07-23 No data Change in registered agent information
20241623327 Statement of Change Changing the Principal Office Address 2024-06-07 2024-06-07 No data Principal address changed;
20231768991 File Report 2023-07-24 2023-07-24 No data No data
20221722046 File Report 2022-07-25 2022-07-25 No data Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address
20218027625 File Report 2021-10-27 2021-10-27 No data Change of Registered Agent
20201857865 File Report 2020-10-01 2020-10-01 No data Removed agent mailing address;
20201310728 Statement of Change Changing the Registered Agent Information 2020-04-02 2020-04-02 No data Registered agent information changed;
20191877287 File Report 2019-11-01 2019-11-01 No data No data
20191877267 Statement of Change Changing the Registered Agent Information 2019-11-01 2019-11-01 No data Registered agent information changed;
20181779043 File Report 2018-10-01 2018-10-01 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State