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William Caruso & Partners, LLC

Headquarter

Company Details

Name: William Caruso & Partners, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 06 Sep 2019 (5 years ago)
Entity Number: 20191721280
ZIP code: 80237
County: Denver County
Place of Formation: COLORADO
Principal Address: 8055 E Tufts Ave Ste 1320 Denver CO 80237 US

Links between entities

Type Company Name Company Number State
Headquarter of William Caruso & Partners, LLC, ALASKA 10126286 ALASKA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 842956528 2023-10-03 WILLIAM CARUSO & PARTNERS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 3036491600
Plan sponsor’s address 8055 E TUFTS AVE - STE 1320, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2023-10-03
Name of individual signing MICHAEL EVAN CARUSO
Valid signature Filed with authorized/valid electronic signature
WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 842956528 2022-03-30 WILLIAM CARUSO & PARTNERS LLC 12
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 3036491600
Plan sponsor’s address 8055 E TUFTS AVE - STE 1320, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2022-03-30
Name of individual signing MICHAEL EVAN CARUSO
Valid signature Filed with authorized/valid electronic signature
WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 842956528 2022-05-03 WILLIAM CARUSO & PARTNERS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 3036491600
Plan sponsor’s address 8055 E TUFTS AVE - STE 1320, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2022-05-03
Name of individual signing MICHAEL EVAN CARUSO
Valid signature Filed with authorized/valid electronic signature
WILLIAM CARUSO & PARTNERS 401(K) PLAN 2019 841058533 2020-03-17 WILLIAM CARUSO & PARTNERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-01-01
Business code 541330
Sponsor’s telephone number 3036491600
Plan sponsor’s address 8055 E TUFTS AVE, STE 1320, DENVER, CO, 80237

Signature of

Role Plan administrator
Date 2020-03-17
Name of individual signing MICHAEL CARUSO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Michael Evan Caruso Agent 8055 E Tufts Ave Ste 1320 Denver CO 80237 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248256392 File Report 2024-11-25 2024-11-25 No data Principal address changed, Change in registered agent information
20231990974 File Report 2023-09-25 2023-09-25 No data Principal address changed, Change in registered agent information
20221826667 File Report 2022-08-24 2022-08-24 No data Principal address changed, Change in registered agent information
20211843403 File Report 2021-09-14 2021-09-14 No data No data
20208045077 File Report 2020-12-01 2020-12-01 No data No data
20191721280 Form a Limited Liability Company (LLC) 2019-09-06 2019-09-06 William Caruso & Partners, LLC No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State