Headwaters Wealth Management, LLC

Boise, ID

Idaho

Registered In

10/23/2014

Incorp. Date

Company Summary

Headwaters Wealth Management, LLC at 401 W Front STE 400, Boise, Id 83702 lists Headwaters Wealth Management of Eagle, ID as the associate.

Robert Hayes Registered Agent	401 W FRONT ST STE 400, BOISE, ID 83702
Headwaters Wealth Management Manager	5005 W OLYMPIC PARK DR, EAGLE, ID 83616

401 W FRONT STE 400, BOISE, ID 83702 View Map
401 W FRONT ST STE 400 ROBERT HAYES, BOISE, ID 83702 (Mailing) View Map

Form 5500

401 W. Front Street, STE 400, Boise, Id 83702 (208) 639-6151 EIN:47-2154882 Plan Admin:Paul Norman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$0 / $0	2023	HWM 401(K) PROFIT SHARING PLAN - Plan #001	9 / 8	$0 / $0
2022	Plan NameHWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$0 / $0	2022	HWM 401(K) PROFIT SHARING PLAN - Plan #001	8 / 9	$0 / $0
2021	Plan NameHWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$0 / $0	2021	HWM 401(K) PROFIT SHARING PLAN - Plan #001	7 / 8	$0 / $0
2020	Plan NameHWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0	2020	HWM 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$0 / $0
2019	Plan NameHWM 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0	2019	HWM 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

401 W Front St, Boise, Id 83702-5122

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$27,700 Forgiven$28,050 LenderIdaho Central CU Jobs3	04/08/2020	$27,700	$28,050	Idaho Central CU	3

PPP Loans based on Paycheck Protection Program.

Address Match:401 W Front Boise, ID

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The following government agencies have contributed data:

Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration

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