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  5. Smartly, Inc.

Smartly, Inc.

Company Details

Name: Smartly, Inc.
Jurisdiction: Colorado
Legal type: Foreign profit corporation
Status: Good Standing
Date of registration: 16 Apr 2015 (10 years ago)
Entity Number: 20151257310
ZIP code: 80302
County: Boulder County
Place of Formation: DELAWARE
Principal Address: 2755 Canyon Blvd Boulder CO 80302 US
Mailing Address: 873 US Route 1 #1179 North Brunswick NJ 08902-3345 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SMARTLY 401 (K) PLAN 2023 463786879 2024-10-15 SMARTLY, INC. 127
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 9292668759
Plan sponsor’s DBA name BONUSLY
Plan sponsor’s mailing address 873 US ROUTE 1 PMB 1179, NORTH BRUNSWICK, NJ, 089023345
Plan sponsor’s address 2755 CANYON BLVD, BOULDER, CO, 80302

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC
Plan administrator’s address 1412 CHAPIN AVE, BURLINGAME, CA, 940104003
Administrator’s telephone number 8882283491

Number of participants as of the end of the plan year
Active participants 48
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 55
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 100
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 2024-10-15
Name of individual signing ADRI GLOVER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-15
Name of individual signing RAPHAEL CRAWFORD-MARKS
Valid signature Filed with authorized/valid electronic signature
SMARTLY 401(K) PLAN 2022 463786879 2023-06-01 SMARTLY, INC. 114
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 9292668759
Plan sponsor’s address 2755 CANYON BLVD, BOULDER, CO, 80302

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 2023-06-01
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
SMARTLY 401(K) PLAN 2021 463786879 2022-09-14 SMARTLY, INC. 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 9292668759
Plan sponsor’s address 2755 CANYON BLVD, BOULDER, CO, 80302

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 2022-09-14
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
SMARTLY 401(K) PLAN 2020 463786879 2021-06-01 SMARTLY, INC. 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 4422228325
Plan sponsor’s address 2755 CANYON BLVD, BOULDER, CO, 80302

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 2021-06-01
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
SMARTLY 401(K) PLAN 2019 463786879 2020-06-05 SMARTLY, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 4422228325
Plan sponsor’s address 2755 CANYON BLVD, BOULDER, CO, 80302

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 2020-06-05
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
SMARTLY 401(K) PLAN 2018 463786879 2019-07-23 SMARTLY, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 4422228325
Plan sponsor’s address 1928 PEARL STREET, BOULDER, CO, 80302

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 2019-07-23
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
SMARTLY 401(K) PLAN 2017 463786879 2018-07-25 SMARTLY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 4156728061
Plan sponsor’s address 1928 PEARL STREET, BOULDER, CO, 80302

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 2018-07-25
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241598875 File Report 2024-05-31 2024-05-31 No data Principal address changed, Change in registered agent information
20231670903 File Report 2023-06-26 2023-06-26 No data Principal address changed, Change in registered agent information
20221421639 File Report 2022-04-25 2022-04-25 No data No data
20211528921 File Report 2021-06-03 2021-06-03 No data No data
20201739262 Statement of Change Changing the Registered Agent Information 2020-08-25 2020-08-25 No data Registered agent information changed;
20201326034 File Report 2020-04-09 2020-04-09 No data No data
20191878556 Statement of Change Changing the Registered Agent Information 2019-11-01 2019-11-01 No data Registered agent information changed;
20191878541 Statement of Change Changing the Principal Office Address 2019-11-01 2019-11-01 No data Principal address changed;
20191255913 File Report 2019-03-25 2019-03-25 No data Change of Registered Agent
20181240258 File Report 2018-03-23 2018-03-23 No data Change of Registered Agent / Change of Registered Agent Address

Related by officers

No related officers

Related by address

2755 Canyon Blvd Boulder CO 80302 US

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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