Trailhead Wealth Management, LLC

Bryan J Pieper Registered Agent

817 TRAIL RIDGE DR, LOUISVILLE, CO 80027 (View Past Addresses)

801 MAIN ST STE 300, LOUISVILLE, CO 80027 View Map

Form 5500

801 Main Street Suite 300, Louisville, Co 80027 (720) 625-3300 EIN:46-1175998 Plan Admin:Gregory Stringari

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,637,902 / $2,185,897	2023	TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST - Plan #001	13 / 13	$1,637,902 / $2,185,897
2022	Plan NameTRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,612,095 / $1,637,902	2022	TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST - Plan #001	11 / 11	$1,612,095 / $1,637,902
2021	Plan NameTRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,272,598 / $1,612,095	2021	TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST - Plan #001	10 / 11	$1,272,598 / $1,612,095
2020	Plan NameTRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$932,335 / $1,272,598	2020	TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST - Plan #001	10 / 10	$932,335 / $1,272,598
2019	Plan NameTRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST Plan #001 Participants BOY/EOY9 / 14 Assets BOY/EOY$618,368 / $932,335	2019	TRAILHEAD WEALTH MANAGEMENT, LLC EMPLOYEES SAVINGS TRUST - Plan #001	9 / 14	$618,368 / $932,335

Benefit & Retirement Plans based on Form 5500.

PPP Loans

801 Main St., Suite 300, LOUISVILLE, CO 80027-1831

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$137,400 Forgiven$138,576 LenderBOKF, National Association Jobs10	04/08/2020	$137,400	$138,576	BOKF, National Association	10

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

Company Summary