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The Policy Matters LLC

Company Details

Name: The Policy Matters LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 28 Sep 2023 (a year ago)
Entity Number: 20238011791
ZIP code: 80016
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 7174 S Himalaya Way Centennial CO 80016 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
POLICY MATTERS, LLC 401K PLAN 2023 453517437 2024-05-30 POLICY MATTERS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 5524 STONEYBROOK DRIVE, BROOMFIELD, CO, 80020

Signature of

Role Plan administrator
Date 2024-05-30
Name of individual signing LONNALEE GILFEDDER
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2022 453517437 2023-06-08 POLICY MATTERS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 2205 W. 136TH AVENUE, STE. 106-317, BROOMFIELD, CO, 80023

Signature of

Role Plan administrator
Date 2023-06-08
Name of individual signing LONNALEE GILFEDDER
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2021 453517437 2022-05-23 POLICY MATTERS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 11630 ZENOBIA COURT, WESTMINSTER, CO, 80031

Signature of

Role Plan administrator
Date 2022-05-23
Name of individual signing TANYA BOWRY
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2020 453517437 2021-07-06 POLICY MATTERS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 11630 ZENOBIA COURT, WESTMINSTER, CO, 80031

Signature of

Role Plan administrator
Date 2021-07-06
Name of individual signing TANYA BOWRY
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2019 453517437 2020-06-30 POLICY MATTERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 11630 ZENOBIA COURT, WESTMINSTER, CO, 80031

Signature of

Role Plan administrator
Date 2020-06-30
Name of individual signing LONNALEE GILFEDDER
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2019 453517437 2020-06-19 POLICY MATTERS, LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 11630 ZENOBIA COURT, WESTMINSTER, CO, 80031

Signature of

Role Plan administrator
Date 2020-06-19
Name of individual signing LGILFEDDER6010
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2018 453517437 2019-07-09 POLICY MATTERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 11630 ZENOBIA COURT, WESTMINSTER, CO, 80031

Signature of

Role Plan administrator
Date 2019-07-09
Name of individual signing JENNY STIMSON
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2017 453517437 2018-06-06 POLICY MATTERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 11630 ZENOBIA COURT, WESTMINSTER, CO, 80031

Signature of

Role Plan administrator
Date 2018-06-06
Name of individual signing JENNY STIMSON
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2016 453517437 2017-06-02 POLICY MATTERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address 11630 ZENOBIA COURT, WESTMINSTER, CO, 80031

Signature of

Role Plan administrator
Date 2017-06-02
Name of individual signing JENNY STIMSON
Valid signature Filed with authorized/valid electronic signature
POLICY MATTERS, LLC 401K PLAN 2015 453517437 2016-06-09 POLICY MATTERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-10-01
Business code 541600
Sponsor’s telephone number 3036531684
Plan sponsor’s address C/O AMY MONG, 4237 KESTREL DRIVE, BROOMFIELD, CO, 80023

Signature of

Role Plan administrator
Date 2016-06-09
Name of individual signing JENNY STIMSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Heather Retzko Agent 7174 S Himalaya Way Centennial CO 80016 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241874847 File Report 2024-08-23 2024-08-23 No data Principal address changed, Change in registered agent information
20238011791 Form a Limited Liability Company (LLC) 2023-09-28 2023-09-28 The Policy Matters LLC No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State