| Name: | Intergy Private Wealth, LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Good Standing |
| Date of registration: | 07 Sep 2016 (8 years ago) |
| Entity Number: | 20161609553 |
| ZIP code: | 80903 |
| County: | El Paso County |
| Place of Formation: | COLORADO |
| Principal Address: | 13 S Tejon St Ste 400 Colorado Springs CO 80903 US |
| Mailing Address: | US |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1911342 | 13 S. TEJON ST., SUITE 400, COLORADO SPRINGS, CO, 80903 | 13 S. TEJON ST., SUITE 400, COLORADO SPRINGS, CO, 80903 | 719-413-8820 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2024-10-17 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-19
| Form type | N-PX |
| File number | 028-22273 |
| Filing date | 2024-08-19 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-15
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2024-07-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-24
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2024-04-24 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-11
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2024-01-11 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-19
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2023-10-19 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-11
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2023-08-11 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-04
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2023-05-04 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-19
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2023-01-19 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-19
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2022-10-19 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-13
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2022-07-13 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-25
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2022-04-25 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-17
| Form type | 13F-HR |
| File number | 028-22273 |
| Filing date | 2022-02-17 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INTERGY PRIVATE WEALTH 401(K) PLAN | 2023 | 813884216 | 2024-05-14 | INTERGY PRIVATE WEALTH | 9 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-05-14 |
| Name of individual signing | CHARLES DUNN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7194138826 |
| Plan sponsor’s address | 13 S. TEJON STREET SUITE 400, COLORADO SPRINGS, CO, 80903 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-17 |
| Name of individual signing | CHARLES DUNN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7194138826 |
| Plan sponsor’s address | 13 S. TEJON STREET SUITE 400, COLORADO SPRINGS, CO, 80903 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-14 |
| Name of individual signing | CHARLES DUNN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| CHARLES B DUNN | Agent | 13 S Tejon St Ste 400 Colorado Springs CO 80903 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20241448887 | File Report | 2024-04-23 | 2024-04-23 | No data | Principal address changed, Change in registered agent information |
| 20231506412 | Statement Curing Delinquency | 2023-05-09 | 2023-05-09 | No data | No data |
| 20211929756 | File Report | 2021-10-07 | 2021-10-07 | No data | Change of Registered Agent Address / Change of Entity Address |
| 20211764505 | Amend Articles of Organization for an LLC | 2021-08-23 | 2021-08-23 | Intergy Private Wealth, LLC | Change of entity name |
| 20208034335 | File Report | 2020-11-28 | 2020-11-28 | No data | Change of Registered Agent Address / Change of Entity Address |
| 20191685967 | File Report | 2019-08-26 | 2019-08-26 | No data | No data |
| 20191012318 | Amend Articles of Organization for an LLC | 2019-01-04 | 2019-01-04 | CDMP OPERATIONS, LLC | Change of entity name |
| 20181916232 | File Report | 2018-11-26 | 2018-11-26 | No data | No data |
| 20171877366 | File Report | 2017-11-27 | 2017-11-27 | No data | No data |
| 20161609553 | Form a Limited Liability Company (LLC) | 2016-09-07 | 2016-09-07 | DPA OPERATIONS, LLC | No data |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
