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  5. Colorado Wealth Group, LLC

Colorado Wealth Group, LLC

Headquarter

Company Details

Name: Colorado Wealth Group, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 22 Feb 2016 (9 years ago)
Entity Number: 20161120083
ZIP code: 80210
County: Denver County
Place of Formation: COLORADO
Principal Address: 1345 S Broadway Denver CO 80210 US

Links between entities

Type Company Name Company Number State
Headquarter of Colorado Wealth Group, LLC, NEW YORK 7495390 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COLORADO WEALTH GROUP 401(K) P/S PLAN 2023 811974102 2024-09-13 COLORADO WEALTH GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292500
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Signature of
Role Plan administrator
Date 2024-09-13
Name of individual signing JACOB RAY
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2022 811974102 2023-09-26 COLORADO WEALTH GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292501
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 1345 S BROADWAY, DENVER, CO, 80210
Administrator’s telephone number 7207292501

Signature of
Role Plan administrator
Date 2023-09-26
Name of individual signing STEVEN HARP
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2021 811974102 2022-08-08 COLORADO WEALTH GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292501
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 1345 S BROADWAY, DENVER, CO, 80210
Administrator’s telephone number 7207292501

Signature of
Role Plan administrator
Date 2022-08-08
Name of individual signing STEVEN HARP
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2020 811974102 2021-05-24 COLORADO WEALTH GROUP 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292501
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 1345 S BROADWAY, DENVER, CO, 80210
Administrator’s telephone number 7207292501

Signature of
Role Plan administrator
Date 2021-05-24
Name of individual signing STEVEN HARP
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2019 811974102 2020-07-07 COLORADO WEALTH GROUP 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292501
Plan sponsor’s address 1345 S BROADWAY, DENVER, CO, 80210

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 1345 S BROADWAY, DENVER, CO, 80210
Administrator’s telephone number 7207292501

Signature of
Role Plan administrator
Date 2020-07-07
Name of individual signing STEVEN HARP
Valid signature Filed with authorized/valid electronic signature
COLORADO WEALTH GROUP 401(K) P/S PLAN 2018 811974102 2019-03-26 COLORADO WEALTH GROUP 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7207292505
Plan sponsor’s address 2930 UMATILLA ST STE 201, DENVER, CO, 80211

Plan administrator’s name and address
Administrator’s EIN 811974102
Plan administrator’s name COLORADO WEALTH GROUP
Plan administrator’s address 2930 UMATILLA ST STE 201, DENVER, CO, 80211
Administrator’s telephone number 7207292505

Signature of
Role Plan administrator
Date 2019-03-26
Name of individual signing JUSTIN VLAANDEREN
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241135261 File Report 2024-01-30 2024-01-30 No data Change in registered agent information
20231525926 File Report 2023-05-16 2023-05-16 No data Principal address changed
20221411772 File Report 2022-04-24 2022-04-24 No data No data
20211231127 File Report 2021-03-05 2021-03-05 No data No data
20201105368 File Report 2020-01-31 2020-01-31 No data Change of Entity Address
20191363100 File Report 2019-04-26 2019-04-26 No data Change of Registered Agent / Change of Registered Agent Address
20181058502 File Report 2018-01-23 2018-01-23 No data Removed agent mailing address;Change of Registered Agent / Change of Registered Agent Address
20171321561 File Report 2017-04-25 2017-04-25 No data Change of Entity Address
20161193200 Statement of Correction Correcting the Registered Agent Information 2016-03-20 2016-03-20 No data Registered agent information corrected;
20161120083 Form a Limited Liability Company (LLC) 2016-02-22 2016-02-22 Colorado Wealth Group, LLC No data

Related by officers

No related officers

Related by address

1345 S Broadway Denver CO 80210 US

Harp Financial Group, LLC Eireann Financial Services LLC

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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