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  5. ROBERT A. NELSON INSURANCE AGENCY, INC.

ROBERT A. NELSON INSURANCE AGENCY, INC.

Company Details

Name: ROBERT A. NELSON INSURANCE AGENCY, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 03 Mar 1999 (26 years ago)
Entity Number: 19991040465
ZIP code: 80443
County: Summit County
Place of Formation: COLORADO
Principal Address: 619 Main Street Frisco CO 80443 US
Mailing Address: PO Box 867 Frisco CO 80443 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) PLAN 2023 841491515 2024-09-23 ROBERT A. NELSON INSURANCE AGENCY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2024-09-23
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-23
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) PLAN 2022 841491515 2023-06-21 ROBERT A. NELSON INSURANCE AGENCY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2023-06-21
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) PLAN 2021 841491515 2022-06-29 ROBERT A. NELSON INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2022-06-29
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-29
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) PLAN 2020 841491515 2021-06-18 ROBERT A. NELSON INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524290
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2021-06-18
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-18
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) PLAN 2019 841491515 2020-06-04 ROBERT A. NELSON INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524290
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2020-05-26
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-26
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) PLAN 2018 841491515 2019-05-15 ROBERT A. NELSON INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524290
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2019-05-15
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-15
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) PLAN 2017 841491515 2018-09-12 ROBERT A. NELSON INSURANCE AGENCY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524290
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2018-09-12
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-12
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) PLAN 2016 841491515 2017-07-23 ROBERT A. NELSON INSURANCE AGENCY, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524290
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2017-07-23
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-23
Name of individual signing ROBERT NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC 401(K) 2015 841491515 2016-07-27 ROBERT A. NELSON INSURANCE AGENCY, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524290
Sponsor’s telephone number 9706685146
Plan sponsor’s address P.O BOX 867, FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2016-07-27
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature
ROBERT A. NELSON INSURANCE AGENCY, INC. 401(K) PLAN 2014 841491515 2015-04-23 ROBERT A. NELSON INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 9706685146
Plan sponsor’s address 619 MAIN ST., FRISCO, CO, 80443

Signature of
Role Plan administrator
Date 2015-04-23
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-23
Name of individual signing ROBERT A NELSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Robert Nelson Agent 619 Main Street Frisco CO 80443 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241212993 File Report 2024-02-23 2024-02-23 No data Principal address changed, Change in registered agent information
20231569159 File Report 2023-05-25 2023-05-25 No data Principal address changed, Change in registered agent information
20221241368 File Report 2022-03-03 2022-03-03 No data Removed agent mailing address; / Change of Registered Agent Address
20211261192 Statement of Correction Correcting the Principal Office Address 2021-03-18 2021-03-18 No data Principal address corrected;
20211229924 File Report 2021-03-05 2021-03-05 No data Change of Entity Address
20201497229 File Report 2020-06-04 2020-06-04 No data No data
20191440432 File Report 2019-05-26 2019-05-26 No data No data
20181447604 File Report 2018-05-31 2018-05-31 No data No data
20171404209 File Report 2017-05-26 2017-05-26 No data Change of Registered Agent / Change of Registered Agent Address
20161128930 File Report 2016-02-23 2016-02-23 No data Change of Registered Agent / Change of Registered Agent Address

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Date of last update: 23 Dec 2024

Sources: Colorado's Secretary of State

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