Eagle Peak Wealth Management LLC

Colorado
Registered In
08/30/2019
Incorp. Date

Company Summary

Eagle Peak Wealth Management LLC at 600 Longs Peak Ave STE A, Longmont, Co 80501 lists Tim Menefee of Longmont, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Good Standing
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Tim Menefee Registered Agent
600 LONGS PEAK AVE STE A, LONGMONT, CO 80501 (View Past Addresses)
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600 LONGS PEAK AVE STE A, LONGMONT, CO 80501 View Map

Financial Information for Eagle Peak Wealth Management LLC

Form 5500

EAGLE PEAK WEALTH MANAGEMENT LLC

600 Longs Peak Avenue, Suite A, Longmont, Co 80501 (720) 731-2534 EIN:84-2900431 Plan Admin:Tim Menefee
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameEAGLE PEAK WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$673,455 / $807,891 2023 EAGLE PEAK WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 2 / 2 $673,455 / $807,891
2022 Plan NameEAGLE PEAK WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$52,537 / $673,455 2022 EAGLE PEAK WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 2 / 2 $52,537 / $673,455
2021 Plan NameEAGLE PEAK WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$7,142 / $52,537 2021 EAGLE PEAK WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 2 / 2 $7,142 / $52,537
2020 Plan NameEAGLE PEAK WEALTH MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $7,142 2020 EAGLE PEAK WEALTH MANAGEMENT LLC 401(K) PLAN - Plan #001 2 / 2 $0 / $7,142
Benefit & Retirement Plans based on Form 5500.
Address Match:600 Longs Peak Ave Longmont, CO
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor
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