Geneos Wealth Management, Inc.

Corporation Service Company Registered Agent

45 MEMORIAL CIR, AUGUSTA, ME 04330 (Mailing)

9055 E MINERAL CIR STE 2200, CENTENNIAL, CO 80112 View Map

Form 5500

9055 E. Mineral Circle, Suite 200, Centennial, Co 80112 (303) 785-8470 EIN:02-0580939 Plan Admin:Ray Olson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 57 Assets BOY/EOY$10,368,414 / $12,232,453	2023	GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	60 / 57	$10,368,414 / $12,232,453
2022	Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 60 Assets BOY/EOY$11,603,660 / $10,368,414	2022	GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	60 / 60	$11,603,660 / $10,368,414
2021	Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY60 / 60 Assets BOY/EOY$10,983,050 / $11,603,660	2021	GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	60 / 60	$10,983,050 / $11,603,660
2020	Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY62 / 60 Assets BOY/EOY$9,143,904 / $10,983,050	2020	GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	62 / 60	$9,143,904 / $10,983,050
2019	Plan NameGENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY64 / 62 Assets BOY/EOY$8,834,169 / $9,143,904	2019	GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN - Plan #001	64 / 62	$8,834,169 / $9,143,904

Benefit & Retirement Plans based on Form 5500.

PPP Loans

9055 E Mineral Circle, Suite 200, Centennial, CO 80112

Loan Date	Approved	Forgiven	Lender	Jobs
04/11/2020	Approved$750,900 Forgiven$756,105 LenderLive Oak Banking Company Jobs40	04/11/2020	$750,900	$756,105	Live Oak Banking Company	40

PPP Loans based on Paycheck Protection Program.

Address Match:9055 E Mineral Cir Ste 2200 Centennial, CO

Geneos Wealth Management, Inc. Registered in New Mexico	Centennial, CO Santa Fe, NM		View Report
Geneos Wealth Management, Inc. Registered in Connecticut	Centennial, CO		View Report

Related Business Names:

Geneos Wealth Management, Inc. Registered in New Jersey		View Report
Geneos Wealth Management, Inc. Registered in New York	Centennial, CO	View Report
Geneos Wealth Management, Inc. Registered in Iowa	Des Moines, IA	View Report
Geneos Wealth Management, Inc. Registered in Oregon	Centennial, CO Wilmington, DE	View Report
Geneos Wealth Management, Inc. Registered in Massachusetts	Englewood, CO Centennial, CO	View Report
Geneos Wealth Management, Inc. Registered in North Dakota	Bismarck, ND Centennial, CO	View Report
Geneos Wealth Management, Inc. Registered in Pennsylvania	Centennial, CO	View Report
Geneos Wealth Management, Inc. Registered in Wyoming	Centennial, CO Cheyenne, WY	View Report
Geneos Wealth Management, Inc. Registered in Nevada	Centennial, CO	View Report
Geneos Wealth Management, Inc Registered in Utah	Centennial, CO Salt Lake City, UT	View Report
Geneos Wealth Management, Inc. Registered in Montana	Centennial, CO Helena, MT	View Report
Geneos Wealth Management, Inc. Registered in North Carolina	Englewood, CO Raleigh, NC (1 more)	View Report
Geneos Wealth Management, Inc. Registered in Missouri	Centennial, CO	View Report
Geneos Wealth Management, Inc. Registered in Colorado	Englewood, CO Centennial, CO	View Report
Geneos Wealth Management, Inc. Registered in Idaho	Centennial, CO Denver, CO	View Report
Geneos Wealth Management, Inc. Registered in Wisconsin	Madison, WI	View Report
Geneos Wealth Management, Inc. Registered in Georgia	Denver, CO Highlands Ranch, CO	View Report

Address Match:9055 E Mineral Cir Centennial, CO

Geneos Wealth Management, Inc. Registered in Vermont	Centennial, CO	View Report
Geneos Wealth Management, Inc. Registered in California	Centennial, CO	View Report
Geneos Wealth Management, Inc. Registered in Washington	Centennial, CO	View Report
Geneos Wealth Management, Inc Registered in Alaska	Centennial, CO	View Report
Gentech LLC Registered in Colorado	Centennial, CO	View Report
Grays Peak, LLC Registered in Florida	Centennial, CO Venice, FL	View Report
Meridian Medical Staffing Inc. Registered in Tennessee	Centennial, CO Nashville, TN	View Report
9055 E. Mineral Circle LLC Registered in Colorado	Centennial, CO	View Report
Aspen Knolls, LLC Registered in Colorado	Centennial, CO	View Report
Equinox Homes LLC Registered in Colorado	Centennial, CO	View Report
Equinox Realty LLC Registered in Colorado	Centennial, CO	View Report
Jasmine Estates LLC Registered in Colorado	Centennial, CO	View Report
Jubilee Homes LLC Registered in Colorado	Centennial, CO	View Report
Overland II LLC Registered in Colorado	Centennial, CO	View Report
River Valley Village Land LLC Registered in Colorado	Centennial, CO	View Report
Tcv Land Holdings, Inc. Registered in Colorado	Castle Rock, CO Centennial, CO	View Report
Village Crossing LLC Registered in Colorado	Centennial, CO	View Report

The following government agencies have contributed data:

Department of the Secretary of State Bureau of Corporations, Elections & Commissions U.S. Department of Labor U.S. Small Business Administration

Company Summary