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  5. SME Administrative Services, Inc.

SME Administrative Services, Inc.

Company Details

Name: SME Administrative Services, Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Delinquent
Date of registration: 13 Apr 2015 (10 years ago)
Entity Number: 20151251815
ZIP code: 80918
County: El Paso County
Place of Formation: COLORADO
Principal Address: 1975 Dominion Way Ste 100 Colorado Springs CO 80918 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2023 473701236 2024-07-29 SME ADMINISTRATIVE SERVICES, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 715 HORIZON DRIVE STE 350, GRAND JUNCTION, CO, 81506
Plan sponsor’s address 715 HORIZON DRIVE STE 350, GRAND JUNCTION, CO, 81506

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address 1115 ELKTON DR STE 202, COLORADO SPRINGS, CO, 80907
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 0
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 0
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 2024-07-29
Name of individual signing DOUGLAS GOLDBERG
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2022 473701236 2023-10-06 SME ADMINISTRATIVE SERVICES, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 715 HORIZON DRIVE STE 350, GRAND JUNCTION, CO, 81506
Plan sponsor’s address 715 HORIZON DRIVE STE 350, GRAND JUNCTION, CO, 81506

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address 1115 ELKTON DR STE 202, COLORADO SPRINGS, CO, 80907
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 20
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 20
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 2023-10-06
Name of individual signing DOUGLAS GOLDBERG
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2021 473701236 2022-10-17 SME ADMINISTRATIVE SERVICES, INC. 26
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 715 HORIZON DRIVE STE 350, GRAND JUNCTION, CO, 81506
Plan sponsor’s address 715 HORIZON DRIVE STE 350, GRAND JUNCTION, CO, 81506

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address 1115 ELKTON DR STE 202, COLORADO SPRINGS, CO, 80907
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 20
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
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 22

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing DOUGLAS GOLDBERG
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2021 473701236 2023-03-24 SME ADMINISTRATIVE SERVICES, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 715 HORIZON DRIVE STE 350, GRAND JUNCTION, CO, 81506
Plan sponsor’s address 715 HORIZON DRIVE STE 350, GRAND JUNCTION, CO, 81506

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address 1115 ELKTON DR STE 202, COLORADO SPRINGS, CO, 80907
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 19
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
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 21

Signature of
Role Plan administrator
Date 2023-03-24
Name of individual signing DOUGLAS GOLDBERG
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2020 473701236 2023-03-24 SME ADMINISTRATIVE SERVICES, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481
Plan sponsor’s address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address PO BOX 1310, COLORADO SPRINGS, CO, 809011310
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 23
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 23
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 2023-03-24
Name of individual signing DOUGLAS GOLDBERG
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2020 473701236 2021-10-14 SME ADMINISTRATIVE SERVICES, INC. 21
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481
Plan sponsor’s address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address PO BOX 1310, COLORADO SPRINGS, CO, 809011310
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 26
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 26
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 2021-10-14
Name of individual signing DOUGLAS GOLDBERG
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2019 473701236 2021-03-11 SME ADMINISTRATIVE SERVICES, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481
Plan sponsor’s address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address PO BOX 1310, COLORADO SPRINGS, CO, 809011310
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 16
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
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 21
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2021-03-11
Name of individual signing DOUGLAS GOLDBERG
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2018 473701236 2019-10-15 SME ADMINISTRATIVE SERVICES, INC. 16
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481
Plan sponsor’s address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address PO BOX 1310, COLORADO SPRINGS, CO, 809011310
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 18
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 19

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing MARIETTA MARTIN
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2018 473701236 2019-10-15 SME ADMINISTRATIVE SERVICES, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481
Plan sponsor’s address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address PO BOX 1310, COLORADO SPRINGS, CO, 809011310
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 18
Retired or separated participants receiving benefits 1
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 19

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing MARIETTA MARTIN
Valid signature Filed with authorized/valid electronic signature
SME ADMINISTRATIVE SERVICES, INC., EMPLOYEES STOCK OWNERSHIP PLAN 2017 473701236 2018-10-13 SME ADMINISTRATIVE SERVICES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-05-01
Business code 561110
Sponsor’s telephone number 7193888700
Plan sponsor’s mailing address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481
Plan sponsor’s address 1975 DOMINION WAY STE 100, COLORADO SPRINGS, CO, 809181481

Plan administrator’s name and address
Administrator’s EIN 841531435
Plan administrator’s name EXIT STRATEGIES INSTITUTE, LLC
Plan administrator’s address PO BOX 1310, COLORADO SPRINGS, CO, 809011310
Administrator’s telephone number 7194440300

Number of participants as of the end of the plan year
Active participants 16
Number of participants with account balances as of the end of the plan year 16

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing STEVEN ENEA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-10
Name of individual signing DOUGLAS GOLDBERG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Steven Enea Agent 14150 Millhaven Pl Colorado Springs CO 80908 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241674277 Statement of Change Changing the Registered Agent Information 2024-06-24 2024-06-24 No data No data
20241358377 Statement of Change Changing the Registered Agent Information 2024-03-27 2024-03-27 No data Registered agent information changed;
20231350491 File Report 2023-03-28 2023-03-28 No data Principal address changed, Change in registered agent information
20221285431 File Report 2022-03-22 2022-03-22 No data No data
20211279281 File Report 2021-03-23 2021-03-23 No data No data
20201537052 Statement of Change Changing the Registered Agent Information 2020-06-23 2020-06-23 No data Registered agent information changed;
20201300456 File Report 2020-03-31 2020-03-31 No data No data
20191292508 File Report 2019-04-01 2019-04-01 No data No data
20181305102 File Report 2018-04-12 2018-04-12 No data Removed agent mailing address; / Change of Registered Agent Address
20171200246 File Report 2017-03-13 2017-03-13 No data Change of Registered Agent / Change of Registered Agent Address

Related by officers

No related officers

Related by address

1975 Dominion Way Ste 100 Colorado Springs CO 80918 US

David Valenta DDS and Madelaine Driskill DMD, PLLC Spruce Dental LLC

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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