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Insight Asset Management, LLC

Company Details

Name: Insight Asset Management, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 25 Jun 2019 (6 years ago)
Entity Number: 20191517723
ZIP code: 80246
County: Denver County
Place of Formation: COLORADO
Principal Address: 650 S Cherry St Ste 840 Denver CO 80246 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INSIGHT ASSET MANAGEMENT, LLC RETIREMENT TRUST 2023 842201931 2024-07-16 INSIGHT ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-05-01
Business code 541600
Sponsor’s telephone number 3036911808
Plan sponsor’s address 650 SOUTH CHERRY STREET, 840, DENVER, CO, 80246

Signature of

Role Plan administrator
Date 2024-07-16
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
INSIGHT ASSET MANAGEMENT, LLC RETIREMENT TRUST 2022 842201931 2023-06-30 INSIGHT ASSET MANAGEMENT, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-05-01
Business code 541600
Sponsor’s telephone number 3036911808
Plan sponsor’s address 650 SOUTH CHERRY STREET, 840, DENVER, CO, 80246

Signature of

Role Plan administrator
Date 2023-06-30
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Dustin S Dinges Agent 650 S Cherry St Ste 840 Denver CO 80246 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248062644 File Report 2024-10-01 2024-10-01 No data Principal address changed, Change in registered agent information
20231992120 File Report 2023-09-25 2023-09-25 No data Principal address changed, Change in registered agent information
20221631745 File Report 2022-06-27 2022-06-27 No data No data
20211655579 Statement Curing Delinquency 2021-07-20 2021-07-20 No data No data
20191538712 Amend Articles of Organization for an LLC 2019-07-01 2019-07-01 Insight Asset Management, LLC Change of entity name
20191517723 Form a Limited Liability Company (LLC) 2019-06-25 2019-06-25 Insight AM LLC No data

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2923367702 2020-05-01 0811 PPP 650 S CHERRY ST STE 840, DENVER, CO, 80246
Loan Status Date 2021-04-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 24900
Loan Approval Amount (current) 24900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description New Business or 2 years or less
Project Address DENVER, DENVER, CO, 80246-0001
Project Congressional District CO-01
Number of Employees 5
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 25120.3
Forgiveness Paid Date 2021-03-23

Date of last update: 10 Mar 2025

Sources: Colorado's Secretary of State