Navigation Wealth Management, Inc.

Fort Collins, CO

Colorado

Registered In

01/07/2016

Incorp. Date

Company Summary

Navigation Wealth Management, Inc. at 2038 Caribou Dr UNIT 100, Fort Collins, Co 80525 lists Adam E. Brunin of Fort Collins, CO.

Adam E. Brunin Registered Agent

3500 JOHN F KENNEDY PKWY STE 300, FORT COLLINS, CO 80525

2038 CARIBOU DR UNIT 100, FORT COLLINS, CO 80525 View Map

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Form 5500

Suite 300, Fort Collins, Co 80525 (970) 672-1236 EIN:81-1082925 Plan Admin:Adam Brunin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameNAVIGATION WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$66,892 / $119,138	2022	NAVIGATION WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	2 / 2	$66,892 / $119,138
2021	Plan NameNAVIGATION WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $66,892	2021	NAVIGATION WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001	2 / 2	$0 / $66,892

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3500 John F Kennedy Pkwy, Fort Collins, Co 80525-2600 Ethnicity:Not Hispanic or Latino Race:American Indian or Alaska Native Veteran:Yes

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$79,800 Forgiven$80,556 LenderIndependent Bank Jobs7	04/13/2020	$79,800	$80,556	Independent Bank	7

PPP Loans based on Paycheck Protection Program.

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Person/City Match:Adam E Brunin - Fort Collins, 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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