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Valorem Financial, LLC

Company Details

Name: Valorem Financial, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 25 Oct 2018 (6 years ago)
Entity Number: 20181808448
ZIP code: 80002
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 7609 Grandview Ave Arvada CO 80002 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VALOREM FINANCIAL, LLC 401(K) PLAN 2023 832281850 2024-03-21 VALOREM FINANCIAL LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3033932456
Plan sponsor’s address 7609 GRANDVIEW AVENUE, ARVADA, CO, 80002
VALOREM FINANCIAL, LLC 401(K) PLAN 2022 832281850 2023-05-17 VALOREM FINANCIAL LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3033932456
Plan sponsor’s address 7609 GRANDVIEW AVENUE, ARVADA, CO, 80002
VALOREM FINANCIAL, LLC 401(K) PLAN 2021 832281850 2022-02-21 VALOREM FINANCIAL LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3033932456
Plan sponsor’s address 7609 GRANDVIEW AVENUE, ARVADA, CO, 80002
VALOREM FINANCIAL, LLC 401(K) PLAN 2020 832281850 2021-02-08 VALOREM FINANCIAL LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3033932456
Plan sponsor’s address 7609 GRANDVIEW AVENUE, ARVADA, CO, 80002
VALOREM FINANCIAL LLC.-401K PLAN 2019 832281850 2020-10-15 VALOREM FINANCIAL LLC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3033932456
Plan sponsor’s address 7609 GRANDVIEW AVE, ARVADA, CO, 80002

Signature of

Role Plan administrator
Date 2020-10-15
Name of individual signing RENEE BOULGER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Kimberly Gieseler Agent 7609 Grandview Ave Arvada CO 80002 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248070892 File Report 2024-10-02 2024-10-02 No data Principal address changed, Change in registered agent information
20231994548 File Report 2023-09-25 2023-09-25 No data Principal address changed, Change in registered agent information
20221910730 File Report 2022-09-23 2022-09-23 No data Principal address changed, Change in registered agent information
20218215872 File Report 2021-12-27 2021-12-27 No data No data
20211017764 File Report 2021-01-06 2021-01-06 No data No data
20191788824 File Report 2019-09-30 2019-09-30 No data Change of Registered Agent Address
20191788794 Statement of Change Changing the Principal Office Address 2019-09-30 2019-09-30 No data Principal address changed;
20181808448 Form a Limited Liability Company (LLC) 2018-10-13 2018-10-25 Valorem Financial, LLC No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State