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Heritage West, LLC

Company Details

Name: Heritage West, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 25 Jan 2022 (3 years ago)
Entity Number: 20221096262
ZIP code: 81505
County: Mesa County
Place of Formation: COLORADO
Principal Address: 1023 24 Rd Grand Junction CO 81505 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE WEST DEFINED BENEFIT PLAN 2011 841255460 2012-10-10 HERITAGE WEST 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531390
Sponsor’s telephone number 3033553400
Plan sponsor’s mailing address 2235 LINDEN AVE., BOULDER, CO, 80304
Plan sponsor’s address HERITAGE WEST, 2235 LINDEN AVE., BOULDER, CO, 80304

Plan administrator’s name and address

Administrator’s EIN 841255460
Plan administrator’s name HERITAGE WEST
Plan administrator’s address 2235 LINDEN AVE., BOULDER, CO, 80304
Administrator’s telephone number 3033553400

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2012-10-10
Name of individual signing MICHAEL LAVERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-10
Name of individual signing MICHAEL LAVERY
Valid signature Filed with authorized/valid electronic signature
HERITAGE WEST DEFINED BENEFIT PLAN 2010 841255460 2011-10-12 HERITAGE WEST 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531390
Sponsor’s telephone number 3033553400
Plan sponsor’s mailing address 2235 LINDEN AVE., BOULDER, CO, 80304
Plan sponsor’s address HERITAGE WEST, 2235 LINDEN AVE., BOULDER, CO, 80304

Plan administrator’s name and address

Administrator’s EIN 841255460
Plan administrator’s name HERITAGE WEST
Plan administrator’s address 2235 LINDEN AVE., BOULDER, CO, 80304
Administrator’s telephone number 3033553400

Number of participants as of the end of the plan year

Active participants 1
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-10-12
Name of individual signing MICHAEL LAVERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-12
Name of individual signing MICHAEL LAVERY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
John Davis Agent 1023 24 Rd Grand Junction CO 81505 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248401460 File Report 2024-12-31 2024-12-31 No data Principal address changed, Change in registered agent information
20241222148 File Report 2024-02-24 2024-02-24 No data Change in registered agent information
20231109533 File Report 2023-01-26 2023-01-26 No data Change in registered agent information
20221096262 Form a Limited Liability Company (LLC) 2022-01-25 2022-01-25 Heritage West, LLC No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State