Civic Intelligence

Geneos Wealth Management Inc.

Plan context: Geneos Wealth Management Inc. 401K Profit Sharing Plan

EIN 02-0580939 • Englewood, CO • 22 filings • 1 plans

9635 Maroon Circle, Suite 100Englewood, CO 80112
Current Snapshot

Latest Year

2024

2024 Participants

56

2024 Assets

$14,390,742

2024 Contributions

$850,282

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$14,390,742$7,195,371$0200320142024YearValue
$14,390,742Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

64320200320142024YearValue
56Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024156$14,390,742$850,282$15,184iApproximate average salary by contribution assumption: employee only about $379,590 at 4% or $253,060 at 6%; with 50% employer match about $253,060 at 4% or $168,707 at 6%; with 100% employer match about $189,795 at 4% or $126,530 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-56$14,390,742$850,282$15,184iApproximate average salary by contribution assumption: employee only about $379,590 at 4% or $253,060 at 6%; with 50% employer match about $253,060 at 4% or $168,707 at 6%; with 100% employer match about $189,795 at 4% or $126,530 at 6%.
2023157$12,232,453$1,137,088$19,949iApproximate average salary by contribution assumption: employee only about $498,723 at 4% or $332,482 at 6%; with 50% employer match about $332,482 at 4% or $221,655 at 6%; with 100% employer match about $249,361 at 4% or $166,241 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-57$12,232,453$1,137,088$19,949iApproximate average salary by contribution assumption: employee only about $498,723 at 4% or $332,482 at 6%; with 50% employer match about $332,482 at 4% or $221,655 at 6%; with 100% employer match about $249,361 at 4% or $166,241 at 6%.
2022160$10,368,414$862,694$14,378iApproximate average salary by contribution assumption: employee only about $359,456 at 4% or $239,637 at 6%; with 50% employer match about $239,637 at 4% or $159,758 at 6%; with 100% employer match about $179,728 at 4% or $119,819 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-60$10,368,414$862,694$14,378iApproximate average salary by contribution assumption: employee only about $359,456 at 4% or $239,637 at 6%; with 50% employer match about $239,637 at 4% or $159,758 at 6%; with 100% employer match about $179,728 at 4% or $119,819 at 6%.
2021160$11,603,660$835,938$13,932iApproximate average salary by contribution assumption: employee only about $348,308 at 4% or $232,205 at 6%; with 50% employer match about $232,205 at 4% or $154,803 at 6%; with 100% employer match about $174,154 at 4% or $116,103 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-60$11,603,660$835,938$13,932iApproximate average salary by contribution assumption: employee only about $348,308 at 4% or $232,205 at 6%; with 50% employer match about $232,205 at 4% or $154,803 at 6%; with 100% employer match about $174,154 at 4% or $116,103 at 6%.
2020160$10,983,050$836,956$13,949iApproximate average salary by contribution assumption: employee only about $348,732 at 4% or $232,488 at 6%; with 50% employer match about $232,488 at 4% or $154,992 at 6%; with 100% employer match about $174,366 at 4% or $116,244 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-60$10,983,050$836,956$13,949iApproximate average salary by contribution assumption: employee only about $348,732 at 4% or $232,488 at 6%; with 50% employer match about $232,488 at 4% or $154,992 at 6%; with 100% employer match about $174,366 at 4% or $116,244 at 6%.
2019161$9,143,904$471,094$7,723iApproximate average salary by contribution assumption: employee only about $193,071 at 4% or $128,714 at 6%; with 50% employer match about $128,714 at 4% or $85,809 at 6%; with 100% employer match about $96,536 at 4% or $64,357 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-61$9,143,904$471,094$7,723iApproximate average salary by contribution assumption: employee only about $193,071 at 4% or $128,714 at 6%; with 50% employer match about $128,714 at 4% or $85,809 at 6%; with 100% employer match about $96,536 at 4% or $64,357 at 6%.
2018162$8,834,169$836,137$13,486iApproximate average salary by contribution assumption: employee only about $337,152 at 4% or $224,768 at 6%; with 50% employer match about $224,768 at 4% or $149,845 at 6%; with 100% employer match about $168,576 at 4% or $112,384 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-62$8,834,169$836,137$13,486iApproximate average salary by contribution assumption: employee only about $337,152 at 4% or $224,768 at 6%; with 50% employer match about $224,768 at 4% or $149,845 at 6%; with 100% employer match about $168,576 at 4% or $112,384 at 6%.
2017164$8,581,051$953,112$14,892iApproximate average salary by contribution assumption: employee only about $372,309 at 4% or $248,206 at 6%; with 50% employer match about $248,206 at 4% or $165,471 at 6%; with 100% employer match about $186,155 at 4% or $124,103 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-64$8,581,051$953,112$14,892iApproximate average salary by contribution assumption: employee only about $372,309 at 4% or $248,206 at 6%; with 50% employer match about $248,206 at 4% or $165,471 at 6%; with 100% employer match about $186,155 at 4% or $124,103 at 6%.
2016160$6,575,522$767,502$12,792iApproximate average salary by contribution assumption: employee only about $319,793 at 4% or $213,195 at 6%; with 50% employer match about $213,195 at 4% or $142,130 at 6%; with 100% employer match about $159,896 at 4% or $106,598 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-60$6,575,522$767,502$12,792iApproximate average salary by contribution assumption: employee only about $319,793 at 4% or $213,195 at 6%; with 50% employer match about $213,195 at 4% or $142,130 at 6%; with 100% employer match about $159,896 at 4% or $106,598 at 6%.
2015159$5,731,152$769,413$13,041iApproximate average salary by contribution assumption: employee only about $326,022 at 4% or $217,348 at 6%; with 50% employer match about $217,348 at 4% or $144,899 at 6%; with 100% employer match about $163,011 at 4% or $108,674 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-59$5,731,152$769,413$13,041iApproximate average salary by contribution assumption: employee only about $326,022 at 4% or $217,348 at 6%; with 50% employer match about $217,348 at 4% or $144,899 at 6%; with 100% employer match about $163,011 at 4% or $108,674 at 6%.
2014154$5,110,703$697,480$12,916iApproximate average salary by contribution assumption: employee only about $322,907 at 4% or $215,272 at 6%; with 50% employer match about $215,272 at 4% or $143,514 at 6%; with 100% employer match about $161,454 at 4% or $107,636 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-54$5,110,703$697,480$12,916iApproximate average salary by contribution assumption: employee only about $322,907 at 4% or $215,272 at 6%; with 50% employer match about $215,272 at 4% or $143,514 at 6%; with 100% employer match about $161,454 at 4% or $107,636 at 6%.
2013146$4,434,413$665,764$14,473iApproximate average salary by contribution assumption: employee only about $361,828 at 4% or $241,219 at 6%; with 50% employer match about $241,219 at 4% or $160,813 at 6%; with 100% employer match about $180,914 at 4% or $120,609 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-46$4,434,413$665,764$14,473iApproximate average salary by contribution assumption: employee only about $361,828 at 4% or $241,219 at 6%; with 50% employer match about $241,219 at 4% or $160,813 at 6%; with 100% employer match about $180,914 at 4% or $120,609 at 6%.
2012148$3,606,517$648,973$13,520iApproximate average salary by contribution assumption: employee only about $338,007 at 4% or $225,338 at 6%; with 50% employer match about $225,338 at 4% or $150,225 at 6%; with 100% employer match about $169,003 at 4% or $112,669 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-48$3,606,517$648,973$13,520iApproximate average salary by contribution assumption: employee only about $338,007 at 4% or $225,338 at 6%; with 50% employer match about $225,338 at 4% or $150,225 at 6%; with 100% employer match about $169,003 at 4% or $112,669 at 6%.
2011145$2,746,046$528,480$11,744iApproximate average salary by contribution assumption: employee only about $293,600 at 4% or $195,733 at 6%; with 50% employer match about $195,733 at 4% or $130,489 at 6%; with 100% employer match about $146,800 at 4% or $97,867 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-45$2,746,046$528,480$11,744iApproximate average salary by contribution assumption: employee only about $293,600 at 4% or $195,733 at 6%; with 50% employer match about $195,733 at 4% or $130,489 at 6%; with 100% employer match about $146,800 at 4% or $97,867 at 6%.
2010142$2,321,839$493,347$11,746iApproximate average salary by contribution assumption: employee only about $293,659 at 4% or $195,773 at 6%; with 50% employer match about $195,773 at 4% or $130,515 at 6%; with 100% employer match about $146,829 at 4% or $97,886 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-42$2,321,839$493,347$11,746iApproximate average salary by contribution assumption: employee only about $293,659 at 4% or $195,773 at 6%; with 50% employer match about $195,773 at 4% or $130,515 at 6%; with 100% employer match about $146,829 at 4% or $97,886 at 6%.
2009144$1,666,489$206,099$4,684iApproximate average salary by contribution assumption: employee only about $117,102 at 4% or $78,068 at 6%; with 50% employer match about $78,068 at 4% or $52,045 at 6%; with 100% employer match about $58,551 at 4% or $39,034 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-44$1,666,489$206,099$4,684iApproximate average salary by contribution assumption: employee only about $117,102 at 4% or $78,068 at 6%; with 50% employer match about $78,068 at 4% or $52,045 at 6%; with 100% employer match about $58,551 at 4% or $39,034 at 6%.
2008145$1,145,607$410,671$9,126iApproximate average salary by contribution assumption: employee only about $228,151 at 4% or $152,100 at 6%; with 50% employer match about $152,100 at 4% or $101,400 at 6%; with 100% employer match about $114,075 at 4% or $76,050 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-45$1,145,607$410,671$9,126iApproximate average salary by contribution assumption: employee only about $228,151 at 4% or $152,100 at 6%; with 50% employer match about $152,100 at 4% or $101,400 at 6%; with 100% employer match about $114,075 at 4% or $76,050 at 6%.
2007142$1,188,627$595,794$14,186iApproximate average salary by contribution assumption: employee only about $354,639 at 4% or $236,426 at 6%; with 50% employer match about $236,426 at 4% or $157,617 at 6%; with 100% employer match about $177,320 at 4% or $118,213 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-42$1,188,627$595,794$14,186iApproximate average salary by contribution assumption: employee only about $354,639 at 4% or $236,426 at 6%; with 50% employer match about $236,426 at 4% or $157,617 at 6%; with 100% employer match about $177,320 at 4% or $118,213 at 6%.
2006130$587,959$366,338$12,211iApproximate average salary by contribution assumption: employee only about $305,282 at 4% or $203,521 at 6%; with 50% employer match about $203,521 at 4% or $135,681 at 6%; with 100% employer match about $152,641 at 4% or $101,761 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-30$587,959$366,338$12,211iApproximate average salary by contribution assumption: employee only about $305,282 at 4% or $203,521 at 6%; with 50% employer match about $203,521 at 4% or $135,681 at 6%; with 100% employer match about $152,641 at 4% or $101,761 at 6%.
2005122$205,878$102,536$4,661iApproximate average salary by contribution assumption: employee only about $116,518 at 4% or $77,679 at 6%; with 50% employer match about $77,679 at 4% or $51,786 at 6%; with 100% employer match about $58,259 at 4% or $38,839 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-22$205,878$102,536$4,661iApproximate average salary by contribution assumption: employee only about $116,518 at 4% or $77,679 at 6%; with 50% employer match about $77,679 at 4% or $51,786 at 6%; with 100% employer match about $58,259 at 4% or $38,839 at 6%.
2004122$94,974$63,683$2,895iApproximate average salary by contribution assumption: employee only about $72,367 at 4% or $48,245 at 6%; with 50% employer match about $48,245 at 4% or $32,163 at 6%; with 100% employer match about $36,184 at 4% or $24,122 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-22$94,974$63,683$2,895iApproximate average salary by contribution assumption: employee only about $72,367 at 4% or $48,245 at 6%; with 50% employer match about $48,245 at 4% or $32,163 at 6%; with 100% employer match about $36,184 at 4% or $24,122 at 6%.
2003118$30,284$28,933$1,607iApproximate average salary by contribution assumption: employee only about $40,185 at 4% or $26,790 at 6%; with 50% employer match about $26,790 at 4% or $17,860 at 6%; with 100% employer match about $20,092 at 4% or $13,395 at 6%.
Geneos Wealth Management Inc. 401K Profit Sharing Plan-18$30,284$28,933$1,607iApproximate average salary by contribution assumption: employee only about $40,185 at 4% or $26,790 at 6%; with 50% employer match about $26,790 at 4% or $17,860 at 6%; with 100% employer match about $20,092 at 4% or $13,395 at 6%.