Wealth Concepts, LLC
Colorado
Registered In
03/21/2005
Incorp. Date
Company Summary
Wealth Concepts, LLC at 4600 S Ulster ST STE 1200, Denver, Co 80237 lists Matthew S. Mcelhiney, Esq. of Denver, CO and a DBA of Wealth Concepts Financial Group.
- Registered In
- Colorado
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Matthew S. Mcelhiney, Esq.
Registered Agent
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1801 CALIFORNIA ST STE 3000, DENVER, CO 80202
|
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4600 S ULSTER ST STE 1200, DENVER, CO 80237
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).
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Wealth Concepts Financial Group
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Denver, CO Denver, CO |
Financial Information for Wealth Concepts, LLC
Form 5500
WEALTH CONCEPTS, LLC
4600 S. Ulster Street, Suite 1200, Denver, Co 80237 (303) 692-8183 EIN:20-3253048 Plan Admin:Scott Stillman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NameWEALTH CONCEPTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY23 / 0 Assets BOY/EOY$1,587,775 / $0 | 2021 | WEALTH CONCEPTS, LLC 401(K) PLAN - Plan #001 | 23 / 0 | $1,587,775 / $0 |
| 2020 | Plan NameWEALTH CONCEPTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY32 / 23 Assets BOY/EOY$1,351,010 / $1,587,775 | 2020 | WEALTH CONCEPTS, LLC 401(K) PLAN - Plan #001 | 32 / 23 | $1,351,010 / $1,587,775 |
| 2019 | Plan NameWEALTH CONCEPTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY31 / 32 Assets BOY/EOY$1,078,183 / $1,351,010 | 2019 | WEALTH CONCEPTS, LLC 401(K) PLAN - Plan #001 | 31 / 32 | $1,078,183 / $1,351,010 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
WEALTH CONCEPTS, LLC
4600 S. Ulster St #1200, Denver, CO 80237-2418 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$247,500 Forgiven$249,920 LenderMidFirst Bank Jobs26 | 04/08/2020 | $247,500 | $249,920 | MidFirst Bank | 26 |
PPP Loans based on Paycheck Protection Program.
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