Next Generation Wealth Systems

Stephanie L Jordan Registered Agent

40755 COUNTY ROAD 21, ELIZABETH, CO 80107 (View Past Addresses)

8055 E TUFTS AVE STE 1400, DENVER, CO 80237 View Map
40755 COUNTY ROAD 21, ELIZABETH, CO 80107 (Mailing) View Map

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Form 5500

40755 County Rd 21, Elizabeth, Co 80107 (303) 714-4726 EIN:84-3669274 Plan Admin:Stephanie L Jordan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$49,841 / $70,775	2023	NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$49,841 / $70,775
2022	Plan NameNEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$13,024 / $49,841	2022	NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$13,024 / $49,841
2021	Plan NameNEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $13,024	2021	NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	2 / 2	$0 / $13,024

Benefit & Retirement Plans based on Form 5500.

PPP Loans

8055 Tufts Ave E, Denver, Co 80237

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$17,994 Forgiven$18,162 LenderU.S. Bank, National Association Jobs2	05/01/2020	$17,994	$18,162	U.S. Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Related Business Names:

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Address Match:8055 E Tufts Ave Ste 1400 Denver, 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

Company Summary