Coordinated Financial Services, Inc.

Colorado
Registered In
06/26/2008
Incorp. Date

Company Summary

Coordinated Financial Services, Inc. at 4643 S Ulster ST STE 960, Denver, Co 80237 lists Shawn A. Rogers of Denver, CO and a DBA of Coordinated Benefit Services, Inc.

Registered In
Colorado
Incorporation Date
Registration Type
Domestic
Company Type
Corporation
Status
Good Standing
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Shawn A. Rogers Registered Agent
4643 S ULSTER ST STE 960, DENVER, CO 80237 (View Past Addresses)
4643 S ULSTER ST STE 960, DENVER, CO 80237 View Map
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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).

Coordinated Benefit Services
Denver, CO
Coordinated Benefit Services
Denver, CO
Coordinated Benefit Services, Inc
Denver, CO

Financial Information for Coordinated Financial Services, Inc.

Form 5500

COORDINATED FINANCIAL SERVICES, INC.

4643 S. Ulster Street, Ste. 960, Denver, Co 80237 (303) 770-5401 EIN:84-0915986 Plan Admin:Matt Obert
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCOORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$2,122,238 / $1,584,317 2022 COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 6 / 5 $2,122,238 / $1,584,317
2021 Plan NameCOORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$4,288,394 / $2,122,238 2021 COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 7 / 6 $4,288,394 / $2,122,238
2020 Plan NameCOORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$3,597,570 / $4,288,394 2020 COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 7 / 6 $3,597,570 / $4,288,394
2019 Plan NameCOORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$2,891,193 / $3,597,570 2019 COORDINATED FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 6 / 7 $2,891,193 / $3,597,570
Benefit & Retirement Plans based on Form 5500.
Address Match:4643 S Ulster St Ste 960 Denver, CO
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Coordinated Financial Services, Inc. Registered in New Jersey
New Jersey View Report
Livonia, MI View Report
Coordinated Financial Services, Inc. Registered in Pennsylvania
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Financial Coordinated Services, Inc. Registered in Missouri
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Coordinated Financial Services, Inc. Registered in Mississippi
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Coordinated Financial Services, Inc. Registered in Wisconsin
Madison, WI View Report
Dallas, TX View Report
Tampa, FL View Report
Winter Park, FL View Report
Coordinated Financial Services Inc. Registered in Virginia
Virginia View Report
Coordinated Financial Services, Inc. Registered in Florida
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Coordinated Financial Services, Inc. Registered in Florida
Casselberry, FL View Report
Thousand Oaks, CA View Report
Coordinated Financial Services, Inc. Registered in New Mexico
Roswell, NM View Report
Coordinated Financial Services, Inc. Registered in California
Los Angeles, CA View Report
Coordinated Financial Services, Inc. Registered in California
Tehachapi, CA D Tehachapi, CA (1 more) View Report
Champaign, IL Denver, CO View Report

The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor
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