Bauer Wealth Management, Inc.

Company Summary

Bauer Wealth Management, Inc. at 5755 Mark Dabling Blvd STE 245, Colorado Springs, Co 80919 lists Stephen Heitzmann of Colorado Springs, CO and a DBA of Wealthshop.

Registered In
Colorado
Incorporation Date
Registration Type
Domestic
Company Type
Corporation
Status
Good Standing
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Stephen Heitzmann Registered Agent
5473 LIONS GATE LN, COLORADO SPRINGS, CO 80919
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5755 MARK DABLING BLVD STE 245, COLORADO SPRINGS, CO 80919 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).

Bauer Heitzmann
Colorado Springs, CO
Wealthshop
Colorado Springs, CO Colorado Springs, CO

Financial Information for Bauer Wealth Management, Inc.

Form 5500

BAUER WEALTH MANAGEMENT, INC.

5755 Mark Dabling Blvd. Suite 245, Colorado Springs, Co 80919 (719) 575-9000 EIN:27-1722087 Plan Admin:Stephen Heitzmann
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBAUER WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$73,952 / $142,070 2023 BAUER WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 3 / 3 $73,952 / $142,070
2022 Plan NameBAUER WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $73,952 2022 BAUER WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 3 / 3 $0 / $73,952
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BAUER WEALTH MANAGEMENT, INC

7680 Goddard Street, Suite 213, Colorado Springs, CO 80920 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$71,400 Forgiven$72,088 LenderFirstBank Jobs2 04/28/2020 $71,400 $72,088 FirstBank 2
PPP Loans based on Paycheck Protection Program.
Address Match:5755 Mark Dabling Blvd Ste 245 Colorado Springs, 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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