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The Botkin Financial Group

Company Details

Name: The Botkin Financial Group
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 28 Mar 2019 (6 years ago)
Entity Number: 20191275297
ZIP code: 80921
County: El Paso County
Place of Formation: COLORADO
Principal Address: 555 Middle Creek Pkwy Ste 380 Colorado Springs CO 80921 US
Mailing Address: 10725 S Forest Dr Colorado Springs CO 80908 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BOTKIN FINANCIAL GROUP 401K PLAN 2022 261172688 2023-10-13 BOTKIN FINANCIAL GROUP 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-10-01
Business code 523900
Sponsor’s telephone number 7195784031
Plan sponsor’s address 19400 WILDWOOD WAY, MONUMENT, CO, 801329546

Plan administrator’s name and address

Administrator’s EIN 261172688
Plan administrator’s name BOTKIN FINANCIAL GROUP
Plan administrator’s address 19400 WILDWOOD WAY, MONUMENT, CO, 801329546
Administrator’s telephone number 7195784031

Signature of

Role Plan administrator
Date 2023-10-12
Name of individual signing NOAH BOTKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing NOAH BOTKIN
Valid signature Filed with authorized/valid electronic signature
BOTKIN FINANCIAL GROUP 401K PLAN 2021 261172688 2022-10-12 BOTKIN FINANCIAL GROUP 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-10-01
Business code 523900
Sponsor’s telephone number 7195784031
Plan sponsor’s address 19400 WILDWOOD WAY, MONUMENT, CO, 801329546

Plan administrator’s name and address

Administrator’s EIN 261172688
Plan administrator’s name BOTKIN FINANCIAL GROUP
Plan administrator’s address 19400 WILDWOOD WAY, MONUMENT, CO, 801329546
Administrator’s telephone number 7195784031

Signature of

Role Plan administrator
Date 2022-10-05
Name of individual signing NOAH BOTKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-05
Name of individual signing NOAH BOTKIN
Valid signature Filed with authorized/valid electronic signature
BOTKIN FINANCIAL GROUP 401K PLAN 2020 261172688 2021-09-20 BOTKIN FINANCIAL GROUP 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-10-01
Business code 523900
Sponsor’s telephone number 7195784031
Plan sponsor’s address 19400 WILDWOOD WAY, MONUMENT, CO, 80132

Signature of

Role Plan administrator
Date 2021-09-20
Name of individual signing NOAH BOTKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-20
Name of individual signing NOAH BOTKIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Noah Scott Botkin Agent 555 Middle Creek Pkwy Ste 380 Colorado Springs CO 80921 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241582877 File Report 2024-05-28 2024-05-28 No data Principal address changed, Change in registered agent information
20231204545 File Report 2023-02-23 2023-02-23 No data Principal address changed, Change in registered agent information
20221189282 File Report 2022-02-23 2022-02-23 No data No data
20211485440 File Report 2021-05-24 2021-05-24 No data No data
20201485186 File Report 2020-06-01 2020-06-01 No data No data
20191275297 Form a Limited Liability Company (LLC) 2019-03-28 2019-03-28 The Botkin Financial Group No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State