My Wealth Planners LLC
Colorado
Registered In
02/24/2017
Incorp. Date
Company Summary
My Wealth Planners LLC at 720 100 Year Party Ct UNIT 300, Longmont, Co 80504 lists Daniel Mackenzie Yerger of Longmont, CO and a DBA of My Wealth Planners.
- Registered In
- Colorado
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Daniel Mackenzie Yerger
Registered Agent
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720 100 YEAR PARTY CT UNIT 300, LONGMONT, CO 80504
(View Past Addresses)
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720 100 YEAR PARTY CT UNIT 300, LONGMONT, CO 80504
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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My Wealth Planners
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Longmont, CO Longmont, CO Longmont, CO |
Financial Information for My Wealth Planners LLC
Form 5500
MY WEALTH PLANNERS LLC
720 100 Year Party Court Suite 300, Longmont, Co 80504 (303) 709-2239 EIN:84-2685774 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMY WEALTH PLANNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$67,299 / $102,739 | 2023 | MY WEALTH PLANNERS LLC 401(K) PLAN - Plan #001 | 2 / 2 | $67,299 / $102,739 |
| 2022 | Plan NameMY WEALTH PLANNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$35,945 / $67,299 | 2022 | MY WEALTH PLANNERS LLC 401(K) PLAN - Plan #001 | 2 / 2 | $35,945 / $67,299 |
| 2021 | Plan NameMY WEALTH PLANNERS LLC 401(K) PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$0 / $35,945 | 2021 | MY WEALTH PLANNERS LLC 401(K) PLAN - Plan #001 | 1 / 2 | $0 / $35,945 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MY WEALTH PLANNERS LLC
402 Main St, Longmont, Co 80501 Industry:Offices of Lawyers| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$7,972 Forgiven$8,006 LenderCross River Bank Jobs1 | 05/01/2020 | $7,972 | $8,006 | Cross River Bank | 1 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
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