Genesis Private Wealth, LLC

Ashburn, VA

Virginia

Registered In

06/18/2009

Incorp. Date

Company Summary

Genesis Private Wealth, LLC in Ashburn, VA was registered on 06/18/2009. It is listed at 20755 Williamsport Pl STE 140, Ashburn, Va 20147.

Corporation Service Company Registered Agent

100 SHOCKOE SLIP FL 2, RICHMOND, VA 23219

20755 WILLIAMSPORT PL STE 140, ASHBURN, VA 20147 View Map

Form 5500

20755 Williamsport Place STE 140, Ashburn, Va 20147 (703) 288-1272 EIN:80-0425762 Plan Admin:Andrew Lewis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$924,288 / $1,204,903	2023	GENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$924,288 / $1,204,903
2022	Plan NameGENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,021,713 / $924,288	2022	GENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 6	$1,021,713 / $924,288
2021	Plan NameGENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$721,749 / $1,021,713	2021	GENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 5	$721,749 / $1,021,713
2020	Plan NameGENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$567,173 / $721,749	2020	GENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$567,173 / $721,749
2019	Plan NameGENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$428,601 / $567,173	2019	GENESIS PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$428,601 / $567,173

Benefit & Retirement Plans based on Form 5500.

Address Match:20755 Williamsport Pl Ste 140 Ashburn, VA

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Address Match:20755 Williamsport Pl Ashburn, VA

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The following government agencies have contributed data:

Commonwealth of Virginia State Corporation Commission (SCC) U.S. Department of Labor

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