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C.L. Allen Wealth Management, LLC

Company Details

Name: C.L. Allen Wealth Management, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 14 Feb 2019 (6 years ago)
Entity Number: 20191133884
ZIP code: 80439
County: Clear Creek County
Place of Formation: COLORADO
Principal Address: 28636 Clover Ln Evergreen CO 80439 US
Mailing Address: PO Box 2125 Evergreen CO 80437 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
C. L. ALLEN WEALTH MANAGEMENT 401(K) PLAN 2020 833675026 2021-08-04 C. L. ALLEN WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3036702850
Plan sponsor’s address 28636 CLOVER LANE, EVERGREEN, CO, 80439
C. L. ALLEN WEALTH MANAGEMENT, LLC 2020 833675026 2021-08-04 C. L. ALLEN WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3036702850
Plan sponsor’s address 28636 CLOVER LANE, EVERGREEN, CO, 80439

Agent

Name Role Address
Candace Lee Allen Agent 28636 Clover Ln Evergreen CO 80439 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241078162 File Report 2024-01-23 2024-01-23 No data Principal address changed, Change in registered agent information
20231148635 File Report 2023-02-05 2023-02-05 No data Principal address changed, Change in registered agent information
20221079913 File Report 2022-01-24 2022-01-24 No data No data
20211068541 File Report 2021-01-24 2021-01-24 No data No data
20201224068 File Report 2020-03-06 2020-03-06 No data No data
20191133884 Form a Limited Liability Company (LLC) 2019-02-14 2019-02-14 C.L. Allen Wealth Management, LLC No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State