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Modern Financial, LLC

Company Details

Name: Modern Financial, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 30 Jul 2019 (5 years ago)
Entity Number: 20191614671
ZIP code: 80918
County: El Paso County
Place of Formation: COLORADO
Principal Address: 6208 Lehman Dr Ste 230 Colorado Springs CO 80918 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MODERN FINANCIAL, LLC RETIREMENT TRUST 2023 873146468 2024-07-01 MODERN FINANCIAL, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-03-01
Business code 541600
Sponsor’s telephone number 7195720071
Plan sponsor’s address 6208 LEHMAN DR, 230, COLORADO SPRINGS, CO, 80918

Signature of

Role Plan administrator
Date 2024-07-01
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Shane A Squibb Agent 20220 Elk Creek Dr E Colorado Springs CO 80908 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241666482 File Report 2024-06-24 2024-06-24 No data Principal address changed, Change in registered agent information
20231654091 File Report 2023-06-23 2023-06-23 No data Principal address changed, Change in registered agent information
20221922464 File Report 2022-09-24 2022-09-24 No data Principal address changed, Change in registered agent information
20211601545 File Report 2021-06-28 2021-06-28 No data No data
20211492554 Register a Trademark 2021-05-24 2021-05-24 No data Trademark registered to entity.
20201587366 File Report 2020-07-06 2020-07-06 No data No data
20191614671 Form a Limited Liability Company (LLC) 2019-07-30 2019-07-30 Modern Financial, LLC No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State