DTECH ADMINISTRATIVE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2023
|
475644515
|
2024-10-09
|
DTECH ADMINISTRATIVE SERVICES, INC.
|
32
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2017-03-07
|
Business code |
561110
|
Sponsor’s telephone number |
7195987107
|
Plan sponsor’s mailing address |
715 HORIZON DRIVE SUITE 350, GRAND JUNCTION, CO, 81506
|
Plan sponsor’s
address |
715 HORIZON DRIVE SUITE 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 |
7194448431 |
Number of participants as of the end of the plan year
Active participants |
29 |
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 |
29 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
3 |
Signature of
Role |
Plan administrator |
Date |
2024-10-09 |
Name of individual signing |
DOUGLAS GOLDBERG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DTECH ADMINISTRATIVE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2022
|
475644515
|
2023-08-23
|
DTECH ADMINISTRATIVE SERVICES, INC.
|
39
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2017-03-07
|
Business code |
561110
|
Sponsor’s telephone number |
7195987107
|
Plan sponsor’s mailing address |
715 HORIZON DRIVE SUITE 350, GRAND JUNCTION, CO, 81506
|
Plan sponsor’s
address |
715 HORIZON DRIVE SUITE 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 |
7194448431 |
Number of participants as of the end of the plan year
Active participants |
32 |
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 |
8 |
Signature of
Role |
Plan administrator |
Date |
2023-08-23 |
Name of individual signing |
DOUGLAS GOLDBERG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DTECH ADMINISTRATIVE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2021
|
475644515
|
2022-10-17
|
DTECH ADMINISTRATIVE SERVICES, INC.
|
36
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2017-03-07
|
Business code |
561110
|
Sponsor’s telephone number |
7195987107
|
Plan sponsor’s mailing address |
715 HORIZON DRIVE SUITE 350, GRAND JUNCTION, CO, 81506
|
Plan sponsor’s
address |
715 HORIZON DRIVE SUITE 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 |
7194448431 |
Number of participants as of the end of the plan year
Active participants |
39 |
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 |
39 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
8 |
Signature of
Role |
Plan administrator |
Date |
2022-10-17 |
Name of individual signing |
DOUGLAS GOLDBERG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DTECH ADMINISTRATIVE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2020
|
475644515
|
2021-10-07
|
DTECH ADMINISTRATIVE SERVICES, INC.
|
22
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2017-03-07
|
Business code |
561110
|
Sponsor’s telephone number |
7195987107
|
Plan sponsor’s mailing address |
2768 COMPASS DRIVE STE 202, GRAND JUNCTION, CO, 81506
|
Plan sponsor’s
address |
2768 COMPASS DRIVE STE 202, 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 |
4003 N WEBER ST UNIT G, COLORADO SPRINGS, CO, 809074430 |
Administrator’s telephone number |
7194448431 |
Number of participants as of the end of the plan year
Active participants |
35 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
1 |
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 |
36 |
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 |
2021-10-07 |
Name of individual signing |
DOUGLAS GOLDBERG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DTECH ADMINISTRATIVE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2019
|
475644515
|
2021-03-11
|
DTECH ADMINISTRATIVE SERVICES, INC.
|
23
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2017-03-07
|
Business code |
561110
|
Sponsor’s telephone number |
7195987107
|
Plan sponsor’s mailing address |
13570 MEADOWGRASS DR STE 205, COLORADO SPRINGS, CO, 809213058
|
Plan sponsor’s
address |
13570 MEADOWGRASS DR STE 205, COLORADO SPRINGS, CO, 809213058
|
Plan administrator’s name and address
Administrator’s EIN |
841531435 |
Plan administrator’s name |
EXIT STRATEGIES INSTITUTE, LLC |
Plan administrator’s
address |
4003 N WEBER ST UNIT G, COLORADO SPRINGS, CO, 809074430 |
Administrator’s telephone number |
7194448431 |
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 |
2021-03-11 |
Name of individual signing |
DOUGLAS GOLDBERG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DTECH ADMINISTRATIVE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2018
|
475644515
|
2019-06-13
|
DTECH ADMINISTRATIVE SERVICES, INC.
|
18
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2017-03-07
|
Business code |
561110
|
Sponsor’s telephone number |
7195987107
|
Plan sponsor’s mailing address |
13570 MEADOWGRASS DR STE 205, COLORADO SPRINGS, CO, 809213058
|
Plan sponsor’s
address |
13570 MEADOWGRASS DR STE 205, COLORADO SPRINGS, CO, 809213058
|
Plan administrator’s name and address
Administrator’s EIN |
841531435 |
Plan administrator’s name |
EXIT STRATEGIES INSTITUTE, LLC |
Plan administrator’s
address |
4003 N WEBER ST UNIT G, COLORADO SPRINGS, CO, 809074430 |
Administrator’s telephone number |
7194448431 |
Number of participants as of the end of the plan year
Active participants |
23 |
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 |
2 |
Signature of
Role |
Plan administrator |
Date |
2019-05-29 |
Name of individual signing |
DOUGLAS GOLDBERG |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-06-11 |
Name of individual signing |
DIANA FLORES |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
DTECH ADMINISTRATIVE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2017
|
475644515
|
2018-08-20
|
DTECH ADMINISTRATIVE SERVICES, INC.
|
0
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2017-03-07
|
Business code |
561110
|
Sponsor’s telephone number |
7195987107
|
Plan sponsor’s mailing address |
13570 MEADOWGRASS DR STE 205, COLORADO SPRINGS, CO, 809213058
|
Plan sponsor’s
address |
13570 MEADOWGRASS DR STE 205, COLORADO SPRINGS, CO, 809213058
|
Plan administrator’s name and address
Administrator’s EIN |
841531435 |
Plan administrator’s name |
EXIT STRATEGIES INSTITUTE, LLC |
Plan administrator’s
address |
4003 N WEBER ST UNIT G, COLORADO SPRINGS, CO, 809074430 |
Administrator’s telephone number |
7194448431 |
Number of participants as of the end of the plan year
Active participants |
18 |
Number of
participants
with
account balances as of the end of the plan year |
18 |
Signature of
Role |
Plan administrator |
Date |
2018-08-01 |
Name of individual signing |
DIANA FLORES |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-08-14 |
Name of individual signing |
DOUGLAS GOLDBERG |
Valid signature |
Filed with authorized/valid electronic signature |
|
|