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Jim Gilbert, CPA, LLC

Company Details

Name: Jim Gilbert, CPA, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 02 Nov 2014 (10 years ago)
Entity Number: 20141673922
ZIP code: 80129
County: Douglas County
Place of Formation: COLORADO
Principal Address: 1565 Spring Water Way Highlands Ranch CO 80129 US
Mailing Address: 9249 South Broadway #200-160 Highlands Ranch CO 80129 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JIM GILBERT, CPA LLC 401(K) PLAN 2023 472280718 2024-05-15 JIM GILBERT, CPA LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 7202121715
Plan sponsor’s address 1565 SPRING WATER WAY, HIGHLANDS RANCH, CO, 80129

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 2024-05-15
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
JIM GILBERT, CPA LLC 401(K) PLAN 2022 472280718 2023-05-27 JIM GILBERT, CPA LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 7202121715
Plan sponsor’s address 1565 SPRING WATER WAY, HIGHLANDS RANCH, CO, 80129

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 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
JIM GILBERT, CPA LLC 401(K) PLAN 2021 472280718 2022-05-23 JIM GILBERT, CPA LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 7202121715
Plan sponsor’s address 1565 SPRING WATER WAY, HIGHLANDS RANCH, CO, 80129

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 2022-05-23
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Jim Gilbert Agent 1565 Spring Water Way Highlands Ranch CO 80129 US

Licenses

Number Status Type Date Last renew date End date Address
5000120 Active FRM 2014-12-19 2023-09-01 2026-08-31 Highlands Ranch CO 80129

Transaction History

Transaction ID Type Date Effective date Name Comment
20248131859 File Report 2024-10-23 2024-10-23 No data Principal address changed, Change in registered agent information
20238104140 File Report 2023-10-23 2023-10-23 No data Principal address changed, Change in registered agent information
20228046737 File Report 2022-10-24 2022-10-24 No data Principal address changed, Change in registered agent information
20218027864 File Report 2021-10-27 2021-10-27 No data No data
20201910097 File Report 2020-10-23 2020-10-23 No data Removed agent mailing address;Change of Registered Agent
20191789542 File Report 2019-09-30 2019-09-30 No data No data
20181833662 File Report 2018-10-24 2018-10-24 No data No data
20171785601 File Report 2017-10-23 2017-10-23 No data No data
20161757159 File Report 2016-11-04 2016-11-04 No data No data
20151761696 File Report 2015-11-27 2015-11-27 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State