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  5. Fox-Smith Wealth Management, LLC

Fox-Smith Wealth Management, LLC

Company Details

Name: Fox-Smith Wealth Management, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 17 Nov 2006 (18 years ago)
Entity Number: 20061471425
ZIP code: 80031
County: Adams County
Place of Formation: COLORADO
Principal Address: 8471 Turnpike Dr Ste 115 Westminster CO 80031 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2023 205919023 2024-07-08 FOX-SMITH WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8471 TURNPIKE DRIVE, SUITE 115, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2022 205919023 2023-06-07 FOX-SMITH WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8471 TURNPIKE DRIVE, SUITE 115, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2021 205919023 2022-07-20 FOX-SMITH WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8471 TURNPIKE DRIVE, SUITE 115, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2020 205919023 2021-06-02 FOX-SMITH WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8471 TURNPIKE DRIVE, SUITE 115, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2019 205919023 2020-07-13 FOX-SMITH WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8471 TURNPIKE DRIVE, SUITE 115, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2018 205919023 2019-03-06 FOX-SMITH WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8471 TURNPIKE DRIVE, SUITE 115, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2017 205919023 2018-05-04 FOX-SMITH WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8471 TURNPIKE DRIVE, SUITE 115, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2016 205919023 2017-10-11 FOX-SMITH WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8471 TURNPIKE DRIVE, SUITE 115, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2015 205919023 2016-06-06 FOX-SMITH WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8461 TURNPIKE DRIVE, SUITE 110, WESTMINSTER, CO, 80031
FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST 2014 205919023 2015-02-27 FOX-SMITH WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3036502727
Plan sponsor’s address 8461 TURNPIKE DRIVE, SUITE 110, WESTMINSTER, CO, 80031

Agent

Name Role Address
Gustin D Fox-Smith Agent 8471 Turnpike Dr Ste 115 Westminster CO 80031 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241586836 File Report 2024-05-28 2024-05-28 No data Principal address changed, Change in registered agent information
20231567718 File Report 2023-05-24 2023-05-24 No data Change in registered agent information
20221586461 File Report 2022-06-14 2022-06-14 No data No data
20211492531 File Report 2021-05-24 2021-05-24 No data No data
20201488519 File Report 2020-06-01 2020-06-01 No data No data
20191422620 File Report 2019-05-23 2019-05-23 No data No data
20181410292 File Report 2018-05-23 2018-05-23 No data No data
20171313567 File Report 2017-04-24 2017-04-24 No data Change of Registered Agent Address
20161352346 File Report 2016-05-23 2016-05-23 No data No data
20161352311 Statement of Change Changing the Principal Office Address 2016-05-23 2016-06-03 No data Principal address changed;

Related by officers

Gustin D Fox-Smith

PUMA PAWPRINTS FOUNDATION FKH, LLC Acquilogic, LLC Sea to Summit, LLC 2525 South Dayton Way, LLC FS Advisors Wealth Management, LLC

Related by address

8471 Turnpike Dr Ste 115 Westminster CO 80031 US

Acquilogic, LLC Sea to Summit, LLC Dialed-In Planning LLC FS Advisors Wealth Management, LLC EmCee Services Ltd

Date of last update: 23 Dec 2024

Sources: Colorado's Secretary of State

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