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Beta Financial Partners

Company Details

Name: Beta Financial Partners
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 16 Aug 2019 (5 years ago)
Entity Number: 20191653063
ZIP code: 80906
County: El Paso County
Place of Formation: COLORADO
Principal Address: 630 Southpointe Ct Ste 103 Colorado Springs CO 80906 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BETA FINANCIAL PARTNERS 401(K) 2023 842745954 2024-06-07 BETA FINANCIAL PARTNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7194002382
Plan sponsor’s address 630 SOUTHPOINTE CT., SUITE 103, COLORADO SPRINGS, CO, 80906

Signature of

Role Plan administrator
Date 2024-06-07
Name of individual signing BRIAN BOUDREAU
Valid signature Filed with authorized/valid electronic signature
BETA FINANCIAL PARTNERS 401(K) 2022 842745954 2023-07-18 BETA FINANCIAL PARTNERS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7194002382
Plan sponsor’s address 630 SOUTHPOINTE CT., SUITE 103, COLORADO SPRINGS, CO, 80906

Signature of

Role Plan administrator
Date 2023-07-18
Name of individual signing BRIAN BOUDREAU
Valid signature Filed with authorized/valid electronic signature
BETA FINANCIAL PARTNERS 401(K) 2021 842745954 2022-07-19 BETA FINANCIAL PARTNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7194002382
Plan sponsor’s address 630 SOUTHPOINTE CT., SUITE 103, COLORADO SPRINGS, CO, 80906

Signature of

Role Plan administrator
Date 2022-07-19
Name of individual signing BRIAN BOUDREAU
Valid signature Filed with authorized/valid electronic signature
BETA FINANCIAL PARTNERS 401(K) 2020 842745954 2021-06-14 BETA FINANCIAL PARTNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7194002382
Plan sponsor’s address 630 SOUTHPOINTE CT., SUITE 103, COLORADO SPRINGS, CO, 80906

Signature of

Role Plan administrator
Date 2021-06-14
Name of individual signing BRIAN BOUDREAU
Valid signature Filed with authorized/valid electronic signature

Transaction History

Transaction ID Type Date Effective date Name Comment
20241793293 File Report 2024-07-25 2024-07-25 No data Principal address changed, Change in registered agent information
20231801997 File Report 2023-07-31 2023-07-31 No data Principal address changed, Change in registered agent information
20221717669 File Report 2022-07-25 2022-07-25 No data Change of Registered Agent / Change of Registered Agent Address / Change of Entity Address
20211686425 File Report 2021-07-26 2021-07-26 No data No data
20201655618 File Report 2020-07-28 2020-07-28 No data No data
20191653063 Form a Limited Liability Company (LLC) 2019-08-16 2019-08-16 Beta Financial Partners No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State