Geneos Wealth Management, Inc.

Missouri
Registered In
06/21/2002
Incorp. Date
Foreign
Registration Type
Colorado
Foreign Jurisdiction

Company Summary

Geneos Wealth Management, Inc. at 9055 E Mineral Cir STE 200, Centennial, Co 80112 lists Jodee Brubaker-Rager, and Dean Rager, of Centennial, CO as associates.

Registered In
Missouri
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Colorado
Company Type
Gen. Business - for Profit
Status
Good Standing
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Csc-Lawyers Incorporating Service Company Registered Agent
221 BOLIVAR ST, JEFFERSON CITY, MO 65101
Jodee Brubaker-Rager, President
9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
Dean Rager, Director
9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
Ryan Diachok, Director
9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
Russell Diachok, Director
9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
Jeffrey Helms, Director
9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112 (View Past Addresses)
Ray Olson, Secretary
9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
Ray Olson, Treasurer
9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112
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9055 E MINERAL CIR STE 200, CENTENNIAL, CO 80112 View Map

Financial Information for Geneos Wealth Management, Inc.

Form 5500

GENEOS WEALTH MANAGEMENT, INC.

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

GENEOS WEALTH MANAGEMENT, INC.

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.
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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration
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