Fox-Smith Wealth Management, LLC
Colorado
Registered In
11/17/2006
Incorp. Date
Company Summary
Fox-Smith Wealth Management, LLC at 8471 Turnpike Dr STE 115, Westminster, Co 80031 lists Gustin D Fox-Smith of Westminster, CO and a DBA of Fs Advisors Wealth Management.
- 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
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Gustin D Fox-Smith
Registered Agent
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8471 TURNPIKE DR STE 115, WESTMINSTER, CO 80031
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8471 TURNPIKE DR STE 115, WESTMINSTER, CO 80031
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).
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Fs Advisors Wealth Management
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Westminster, CO |
Financial Information for Fox-Smith Wealth Management, LLC
Form 5500
FOX-SMITH WEALTH MANAGEMENT, LLC
8471 Turnpike Drive, Suite 115, Westminster, Co 80031 (303) 650-2727 EIN:20-5919023 Plan Admin:Gus Fox-Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$927,390 / $1,116,423 | 2023 | FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST - Plan #002 | 10 / 11 | $927,390 / $1,116,423 |
| 2022 | Plan NameFOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST Plan #002 Participants BOY/EOY7 / 10 Assets BOY/EOY$932,876 / $927,390 | 2022 | FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST - Plan #002 | 7 / 10 | $932,876 / $927,390 |
| 2021 | Plan NameFOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST Plan #002 Participants BOY/EOY11 / 8 Assets BOY/EOY$1,010,546 / $932,876 | 2021 | FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST - Plan #002 | 11 / 8 | $1,010,546 / $932,876 |
| 2020 | Plan NameFOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$979,144 / $1,010,546 | 2020 | FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST - Plan #002 | 11 / 11 | $979,144 / $1,010,546 |
| 2019 | Plan NameFOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$736,218 / $979,144 | 2019 | FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST - Plan #002 | 11 / 11 | $736,218 / $979,144 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FOX-SMITH WEALTH MANAGEMENT, LLC
8471 Turnpike Dr STE 115, Westminster, Co 80031-7027| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$137,000 Forgiven$137,712 LenderPremier Members CU Jobs10 | 04/27/2020 | $137,000 | $137,712 | Premier Members CU | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:8471 Turnpike Dr Ste 115 Westminster, CO
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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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