Trail Ridge Wealth Management, Inc.

Fort Collins, CO

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.

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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Form 5500

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

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.

Related Business Names:

Trail Ridge Wealth Management, Inc. Registered in Wyoming	Fort Collins, CO		View Report

Address Match:2020 Caribou Dr Ste 102 Fort Collins, CO

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Trail Ridge Investment Advisors, LLC Registered in Colorado	Fort Collins, CO	View Report
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Address Match:Po Box 272820 Fort Collins, CO

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Address Match:2020 Caribou Dr Fort Collins, CO

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Person/City Match:David C Jones - 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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