| Name: | Evergreen Legacy Planning, LLP |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability partnership |
| Status: | Good Standing |
| Date of registration: | 12 Jan 2017 (8 years ago) |
| Entity Number: | 20171030362 |
| ZIP code: | 80439 |
| County: | Clear Creek County |
| Place of Formation: | COLORADO |
| Principal Address: | 32065 Castle Ct Ste 250A Evergreen CO 80439 US |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVERGREEN LEGACY PLANNING 401(K) PLAN | 2023 | 821288353 | 2024-05-08 | EVERGREEN LEGACY PLANNING, LLP | 3 | |||||||||||||||||||||||||||||||
|
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| 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 | 2024-05-08 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 8777578120 |
| Plan sponsor’s address | 32065 CASTLE COURT, SUITE 250 A-E, EVERGREEN, CO, 80439 |
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 | 2023-05-30 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Matthew T McClintock | Agent | 32065 Castle Ct Ste 250A Evergreen CO 80439 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20241213334 | File Report | 2024-02-23 | 2024-02-23 | No data | Principal address changed, Change in registered agent information |
| 20231214038 | File Report | 2023-02-24 | 2023-02-24 | No data | Change in registered agent information |
| 20221185464 | File Report | 2022-02-23 | 2022-02-23 | No data | No data |
| 20211199391 | File Report | 2021-02-26 | 2021-02-26 | No data | Removed entity mailing address;Removed agent mailing address; |
| 20201194019 | File Report | 2020-02-27 | 2020-02-27 | No data | No data |
| 20191185531 | File Report | 2019-02-28 | 2019-02-28 | No data | Change of Entity Address |
| 20181178420 | File Report | 2018-02-28 | 2018-02-28 | No data | Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address |
| 20171277328 | Statement of Correction Correcting Information for Historical Purposes | 2017-04-07 | 2017-04-07 | No data | Historical correction |
| 20171212553 | Combined Statement of Conversion and Statement of Registration for a LLP | 2017-03-20 | 2017-03-20 | Evergreen Legacy Planning, LLP | Converted from Domestic Limited Liability Company to Domestic Limited Liability Partnership. |
| 20171030362 | Form a Limited Liability Company (LLC) | 2017-01-12 | 2017-01-12 | Evergreen Legacy Planning, PLLC | No data |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
