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Scott Schulze Insurance and Financial Services Inc.

Company Details

Name: Scott Schulze Insurance and Financial Services Inc.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 13 Feb 2018 (7 years ago)
Entity Number: 20181127849
ZIP code: 80021
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 9100 W 100th Ave Ste B2 Broomfield CO 80021 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCOTT SCHULZE INSURANCE AND FINANCIAL SERVICES INC. 401(K) P/S PLAN 2023 824408715 2024-05-29 SCOTT SCHULZE INSURANCE AND FINANCIAL SERVICES INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 6784926393
Plan sponsor’s address 9100 W 100TH AVE STE B2, BROOMFIELD, CO, 80021

Signature of

Role Plan administrator
Date 2024-05-29
Name of individual signing SCOTT SCHULZE
Valid signature Filed with authorized/valid electronic signature
SCOTT SCHULZE INSURANCE AND FINANCIAL SERVICES INC. 401(K) P/S PLAN 2022 824408715 2023-05-30 SCOTT SCHULZE INSURANCE AND FINANCIAL SERVICES INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 524210
Sponsor’s telephone number 6784926393
Plan sponsor’s address 9100 W 100TH AVE STE B2, BROOMFIELD, CO, 80021

Plan administrator’s name and address

Administrator’s EIN 824408715
Plan administrator’s name SCOTT SCHULZE INSURANCE AND FINANCIAL SERVICES INC.
Plan administrator’s address 9100 W 100TH AVE STE B2, BROOMFIELD, CO, 80021
Administrator’s telephone number 6784926393

Signature of

Role Plan administrator
Date 2023-05-30
Name of individual signing SCOTT SCHULZE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Scott Schulze Agent 9100 W 100th Ave Ste B2 Broomfield CO 80021 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20251076144 File Report 2025-01-23 2025-01-23 No data Principal address changed, Change in registered agent information
20241082558 File Report 2024-01-23 2024-01-23 No data Change in registered agent information
20231098474 File Report 2023-01-24 2023-01-24 No data No data
20221087730 File Report 2022-01-24 2022-01-24 No data No data
20211075539 File Report 2021-01-25 2021-01-25 No data No data
20201363339 File Report 2020-04-24 2020-04-24 No data No data
20191469947 File Report 2019-06-04 2019-06-04 No data Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address
20191470309 Amend Articles of Incorporation for a Profit Corporation 2019-06-04 2019-06-04 Scott Schulze Insurance and Financial Services Inc. Change of entity name
20181127849 Form a Profit Corporation 2018-02-13 2018-02-13 SCOTT SCHULZE AGENCY INC No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State