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Bolz CPA, LLC

Branch

Company Details

Name: Bolz CPA, LLC
Jurisdiction: Colorado
Legal type: Foreign limited liability company
Status: Good Standing
Date of registration: 28 Aug 2017 (7 years ago)
Branch of: Bolz CPA, LLC, MINNESOTA (Company Number 964f60f6-9b81-e611-816f-00155d01c56d)
Entity Number: 20171655484
ZIP code: 80525
County: Larimer County
Place of Formation: MINNESOTA
Principal Address: 113 Coronado Court #102 Fort Collins CO 80525 US
Mailing Address: 1001A East Harmony Road #508 Fort Collins CO 80525 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BOLZ CPA, LLC 401(K) PLAN 2023 813978157 2024-07-02 BOLZ CPA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541211
Sponsor’s telephone number 9709995913
Plan sponsor’s address 1001A E HARMONY RD 508, FORT COLLINS, CO, 80525

Signature of

Role Plan administrator
Date 2024-07-02
Name of individual signing JEANNE BOLZ
Valid signature Filed with authorized/valid electronic signature
BOLZ CPA, LLC 401(K) PLAN 2022 813978157 2023-07-12 BOLZ CPA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541211
Sponsor’s telephone number 9709995913
Plan sponsor’s address 1001A E HARMONY RD 508, FORT COLLINS, CO, 80528

Signature of

Role Plan administrator
Date 2023-07-12
Name of individual signing JEANNE BOLZ
Valid signature Filed with authorized/valid electronic signature
BOLZ CPA, LLC 401(K) PLAN 2021 813978157 2022-11-02 BOLZ CPA, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541211
Sponsor’s telephone number 9709995913
Plan sponsor’s address 1001A EAST HARMONY ROAD 508, FORT COLLINS, CO, 80525

Signature of

Role Plan administrator
Date 2022-11-02
Name of individual signing JEANNE BOLZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-11-02
Name of individual signing JEANNE BOLZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Jeanne Bolz Agent 1001A East Harmony Road #508 Fort Collins CO 80525-0000 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241760362 File Report 2024-07-23 2024-07-23 No data No data
20231779222 File Report 2023-07-25 2023-07-25 No data No data
20221725798 File Report 2022-07-25 2022-07-25 No data No data
20211740554 File Report 2021-08-12 2021-08-12 No data No data
20201952266 File Report 2020-11-02 2020-11-02 No data Change of Entity Address
20191636504 File Report 2019-08-06 2019-08-06 No data No data
20181574806 File Report 2018-07-23 2018-07-23 No data Removed entity mailing address;Removed agent mailing address; / Change of Registered Agent Address
20171655484 Apply for Foreign Entity Authority To transact business in Colorado 2017-08-28 2017-08-28 Bolz CPA, LLC No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State