[ EIN: 02-0580939 | Plan No. 001 ]
Form 5500 filing classifies GENEOS WEALTH MANAGEMENT, INC. 401K PROFIT SHARING PLAN as a 401(k) plan, sponsored by GENEOS WEALTH MANAGEMENT, INC.. The plan is a Small Plan with 56 participants and total assets of $14,390,742 reported for the 2024 plan year.
Plan Sponsor: GENEOS WEALTH MANAGEMENT, INC.
Location: 9635 MAROON CIRCLE, SUITE 100, ENGLEWOOD, CO 80112
EIN: 020580939
Plan Number: 001
Plan Year: 2024
Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 56
Total Assets: $14,390,742
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