Trail Ridge Wealth Management, Inc.

Colorado
Registered In
08/24/2016
Incorp. Date
Foreign
Registration Type
Wyoming
Foreign Jurisdiction

Company Summary

Trail Ridge Wealth Management, Inc. at 2020 Caribou Dr STE 102, Fort Collins, Co 80525 lists David C. Jones of Fort Collins, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Wyoming
Company Type
Foreign Corporation
Status
Good Standing
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David C. Jones Registered Agent
PO BOX 272820, FORT COLLINS, CO 80527 (Mailing) 2020 CARIBOU DR STE 102, FORT COLLINS, CO 80525 (View Past Addresses)
2020 CARIBOU DR STE 102, FORT COLLINS, CO 80525 View Map
PO BOX 272820, FORT COLLINS, CO 80527 (Mailing) View Map
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Financial Information for Trail Ridge Wealth Management, Inc.

Form 5500

TRAIL RIDGE WEALTH MANAGEMENT, INC.

2020 Caribou Drive Suite 102, Fort Collins, Co 80525 (720) 577-4320 EIN:81-3540734 Plan Admin:Mark K Kerwood
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTRAIL RIDGE WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$0 / $0 2022 TRAIL RIDGE WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 8 / 10 $0 / $0
2021 Plan NameTRAIL RIDGE WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$0 / $0 2021 TRAIL RIDGE WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 7 / 8 $0 / $0
2020 Plan NameTRAIL RIDGE WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$0 / $0 2020 TRAIL RIDGE WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 6 / 7 $0 / $0
2019 Plan NameTRAIL RIDGE WEALTH MANAGEMENT RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$0 / $0 2019 TRAIL RIDGE WEALTH MANAGEMENT RETIREMENT PLAN - Plan #001 7 / 6 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TRAIL RIDGE WEALTH MANAGEMENT INC

375 E Horsetooth Rd, BLDG 6, Suite 200, Fort Collins, Co 80525-6800 Industry:Trusts, Estates, and Agency Accounts
Loan Date Approved Forgiven Lender Jobs
04/10/2020 Approved$138,100 Forgiven$139,393 LenderBank of Colorado Jobs6 04/10/2020 $138,100 $139,393 Bank of Colorado 6
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
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