The Strategy Group, Inc.

Registered In: Colorado
Incorporation Date: 12/11/2000
Registration Type: Domestic
Company Type: Corporation
Status: Good Standing
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Alan F. Heath Registered Agent

1123 SPRUCE ST STE 305, BOULDER, CO 80302 2770 ARAPAHOE RD STE 132-111, LAFAYETTE, CO 80026 (Mailing)

1123 SPRUCE ST STE 305, BOULDER, CO 80302 View Map
2770 ARAPAHOE RD STE 132-111, LAFAYETTE, CO 80026 (Mailing) View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Evergreen Family Office Solutions	Boulder, CO Lafayette, CO Lafayette, CO Boulder, CO
Evergreen Family Office Solutions, Llc	Boulder, CO Lafayette, CO Lafayette, CO Boulder, CO

Financial Information for The Strategy Group, Inc.

Form 5500

THE STRATEGY GROUP INC.

2770 Arapahoe Road Suite 132-111, Lafayette, Co 80026 (720) 519-0848 EIN:84-1571750 Plan Admin:Alan Heath

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE STRATEGY GROUP INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,358,133 / $1,984,354	2022	THE STRATEGY GROUP INC. PROFIT SHARING PLAN - Plan #001	3 / 3	$2,358,133 / $1,984,354
2022	Plan NameTHE STRATEGY GROUP INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,133,776 / $1,139,321	2022	THE STRATEGY GROUP INC. CASH BALANCE PLAN - Plan #002	3 / 3	$1,133,776 / $1,139,321
2021	Plan NameTHE STRATEGY GROUP INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,018,523 / $2,358,133	2021	THE STRATEGY GROUP INC. PROFIT SHARING PLAN - Plan #001	3 / 3	$2,018,523 / $2,358,133
2021	Plan NameTHE STRATEGY GROUP INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$941,433 / $1,133,776	2021	THE STRATEGY GROUP INC. CASH BALANCE PLAN - Plan #002	3 / 3	$941,433 / $1,133,776
2020	Plan NameTHE STRATEGY GROUP INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,718,615 / $2,018,523	2020	THE STRATEGY GROUP INC. PROFIT SHARING PLAN - Plan #001	3 / 3	$1,718,615 / $2,018,523
2020	Plan NameTHE STRATEGY GROUP INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$777,404 / $941,433	2020	THE STRATEGY GROUP INC. CASH BALANCE PLAN - Plan #002	3 / 3	$777,404 / $941,433
2019	Plan NameTHE STRATEGY GROUP INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,379,780 / $1,718,615	2019	THE STRATEGY GROUP INC. PROFIT SHARING PLAN - Plan #001	3 / 3	$1,379,780 / $1,718,615
2019	Plan NameTHE STRATEGY GROUP INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$550,198 / $777,404	2019	THE STRATEGY GROUP INC. CASH BALANCE PLAN - Plan #002	3 / 3	$550,198 / $777,404

Benefit & Retirement Plans based on Form 5500.

Address Match:1123 Spruce St Boulder, CO

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Related Business Names:

The Arbor Strategy Group, Inc. Registered in Michigan	Ann Arbor, MI	View Report
The Creative Strategy Group, Inc. Registered in New Jersey		View Report
The Strategy Group International Inc Registered in California	Mendocino, CA	View Report
The Strategy Group, Inc. Registered in California	Chicago, IL Evanston, IL (1 more)	View Report
The Strategy Group, Inc. Registered in Pennsylvania	Chester, PA Exton, PA	View Report
The Strategy Group, Inc. Registered in Massachusetts	Boston, MA Newton, MA	View Report
The Westside Strategy Group, Inc. Registered in Connecticut	Stamford, CT	View Report
The Growth Strategy Group, Inc. Registered in Georgia	Roswell, GA	View Report
The Strategy Group, Inc. Registered in North Carolina	Charlotte, NC Raleigh, NC	View Report
The Strategy Group Inc. Registered in Ohio	Dublin, OH	View Report
The Government Strategy Group, Inc. Registered in Connecticut	East Hartford, CT	View Report
The Strategy Group, Inc. Registered in Kansas	Wichita, KS	View Report
The Strategy Group, Inc. Registered in Kansas	Overland Park, KS	View Report
The Strategy Group, Inc. Registered in Texas	Austin, TX	View Report
The Washington Strategy Group, Inc. Registered in Texas	George West, TX	View Report
The Strategy Group, Inc. Registered in New Mexico	Albuquerque, NM	View Report
The Strategy Group, Inc. Registered in California	La Jolla, CA Jolla, CA	View Report
The 303 Strategy Group, Inc. Registered in Colorado	Denver, CO	View Report
The Strategy Group, Inc. Registered in Missouri	Overland Park, KS	View Report

Address Match:1123 Spruce St Ste 305 Boulder, CO

Drumore LLC Registered in Wyoming	Boulder, CO Jackson, WY (1 more)		View Report
Drumore, LLC Registered in Colorado	Centennial, CO Denver, CO (1 more)		View Report

Address Match:2770 Arapahoe Rd Ste 132-111 Lafayette, CO

Evergreen Family Office Solutions, LLC Registered in Colorado	Boulder, CO Lafayette, CO		View Report

Person/City Match:Alan F Heath - Lafayette, CO

N325pj LLC Registered in Florida	Orlando, FL		View Report

View More in Boulder, CO

The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor

The Strategy Group, Inc.

Company Summary

Financial Information for The Strategy Group, Inc.

THE STRATEGY GROUP INC.