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Next Generation Wealth Systems

Company Details

Name: Next Generation Wealth Systems
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 18 Dec 2019 (5 years ago)
Entity Number: 20198016377
ZIP code: 80237
County: Denver County
Place of Formation: COLORADO
Principal Address: 8055 E Tufts Ave Ste 1400 Denver CO 80237 US
Mailing Address: 40755 County Road 21 Elizabeth CO 80107 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST 2023 843669274 2024-04-04 NEXT GENERATION WEALTH SYSTEMS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3037144726
Plan sponsor’s address 40755 COUNTY RD 21, ELIZABETH, CO, 80107

Signature of

Role Plan administrator
Date 2024-04-04
Name of individual signing STEPHANIE L JORDAN
Valid signature Filed with authorized/valid electronic signature
NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST 2022 843669274 2023-04-17 NEXT GENERATION WEALTH SYSTEMS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3037144726
Plan sponsor’s address 40755 COUNTY RD 21, ELIZABETH, CO, 80107

Signature of

Role Plan administrator
Date 2023-04-17
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
NEXT GENERATION WEALTH SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST 2021 843669274 2022-04-04 NEXT GENERATION WEALTH SYSTEMS 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 3037144726
Plan sponsor’s address 40755 COUNTY RD 21, ELIZABETH, CO, 80107

Signature of

Role Plan administrator
Date 2022-04-04
Name of individual signing STEPHANIE L JORDAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Stephanie L Jordan Agent 40755 County Road 21 Elizabeth CO 80107 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248217157 File Report 2024-11-18 2024-11-18 No data Principal address changed, Change in registered agent information
20241263808 File Report 2024-03-01 2024-03-01 No data Principal address changed, Change in registered agent information
20231250770 File Report 2023-03-02 2023-03-02 No data Principal address changed, Change in registered agent information
20218180562 File Report 2021-12-20 2021-12-20 No data No data
20208055178 File Report 2020-12-03 2020-12-03 No data No data
20198016377 Form a Profit Corporation 2019-12-18 2019-12-18 Next Generation Wealth Systems No data

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State