Next Generation Wealth Systems

Colorado
Registered In
02/01/2010
Incorp. Date

Company Summary

Next Generation Wealth Systems in Colorado lists Stephanie L Jordan as the associate.

Registered In
Colorado
Incorporation Date
Registration Type
Domestic
Company Type
Individual
Status
Not Available
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Stephanie L Jordan Registrant

Financial Information for Next Generation Wealth Systems

Form 5500

NEXT GENERATION WEALTH SYSTEMS

40755 County Rd 21, Elizabeth, Co 80107 (303) 714-4726 EIN:84-3669274 Plan Admin:Stephanie L Jordan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameNEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$49,841 / $70,775 2023 NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $49,841 / $70,775
2022 Plan NameNEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$13,024 / $49,841 2022 NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 3 / 3 $13,024 / $49,841
2021 Plan NameNEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $13,024 2021 NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 2 / 2 $0 / $13,024
Benefit & Retirement Plans based on Form 5500.
PPP Loans

NEXT GENERATION WEALTH SYSTEMS

8055 Tufts Ave E, Denver, Co 80237
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$17,994 Forgiven$18,162 LenderU.S. Bank, National Association Jobs2 05/01/2020 $17,994 $18,162 U.S. Bank, National Association 2
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Next Generation Wealth Systems Registered in Colorado
Denver, CO Elizabeth, CO View Report
Next Generation Wealth Systems Tm Registered in Colorado
Parker, CO View Report

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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