Geneos Wealth Management, Inc.
Colorado
Registered In
04/12/2002
Incorp. Date
Company Summary
Geneos Wealth Management, Inc. at 9635 Maroon Cir STE 100, Englewood, Co 80112 lists Ray C Olson of Englewood, CO.
- Registered In
- Colorado
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Corporation
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Ray C Olson
Registered Agent
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9635 MAROON CIR STE 100, ENGLEWOOD, CO 80112
(View Past Addresses)
|
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9635 MAROON CIR STE 100, ENGLEWOOD, CO 80112
View Map
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Financial Information for Geneos Wealth Management, Inc.
Form 5500
GENEOS WEALTH MANAGEMENT, INC.
9055 E. Mineral Circle, Suite 200, Centennial, Co 80112 (303) 785-8470 EIN:02-0580939 Plan Admin:Ray Olson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 57 Assets BOY/EOY$10,368,414 / $12,232,453 | 2023 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 57 | $10,368,414 / $12,232,453 |
| 2022 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 60 Assets BOY/EOY$11,603,660 / $10,368,414 | 2022 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 60 | $11,603,660 / $10,368,414 |
| 2021 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 60 Assets BOY/EOY$10,983,050 / $11,603,660 | 2021 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 60 / 60 | $10,983,050 / $11,603,660 |
| 2020 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY62 / 60 Assets BOY/EOY$9,143,904 / $10,983,050 | 2020 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 62 / 60 | $9,143,904 / $10,983,050 |
| 2019 | Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 62 Assets BOY/EOY$8,834,169 / $9,143,904 | 2019 | GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001 | 64 / 62 | $8,834,169 / $9,143,904 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
GENEOS WEALTH MANAGEMENT, INC.
9055 E Mineral Circle, Suite 200, Centennial, CO 80112| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$750,900 Forgiven$756,105 LenderLive Oak Banking Company Jobs40 | 04/11/2020 | $750,900 | $756,105 | Live Oak Banking Company | 40 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration
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