| Name: | PLANWISER TAX, LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Good Standing |
| Date of registration: | 15 May 2023 (2 years ago) |
| Entity Number: | 20231520792 |
| ZIP code: | 80903 |
| County: | El Paso County |
| Place of Formation: | COLORADO |
| Principal Address: | 620 S Cascade Ave Ste 300 Colorado Springs CO 80903 US |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PLANWISER TAX 401(K) PLAN | 2023 | 931499737 | 2024-05-21 | PLANWISER TAX, LLC | 0 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-21 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| JOEL ROBERT TOP | Agent | 620 S Cascade Ave Ste 300 Colorado Springs CO 80903 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20241794174 | File Report | 2024-07-25 | 2024-07-25 | No data | Principal address changed, Change in registered agent information |
| 20231585056 | Statement of Correction Correcting Information for Historical Purposes | 2023-05-30 | 2023-05-30 | No data | Historical correction |
| 20231520792 | Form a Limited Liability Company (LLC) | 2023-05-15 | 2023-05-15 | PLANWISER TAX, LLC | No data |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
