Trinity Financial Services, LLC

Registered In: Alabama
Incorporation Date: 12/14/2001
Registration Type: Foreign
Foreign Jurisdiction: Florida
Company Type: Foreign Limited Liability Company
Status: Exists
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C T Corporation System Registered Agent

2 N JACKSON ST STE 605, MONTGOMERY, AL 36104

6000 METROWEST BLVD STE 205, ORLANDO, FL 32835 View Map

Financial Information for Trinity Financial Services, LLC

Form 5500

TRINITY FINANCIAL SERVICES, LLC

15502 Stoneybrook West Parkway Suite 104-242, Winter Garden, FL 34787 (407) 523-1980 EIN:03-0377362 Plan Admin:Gregory Scharfeld

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameTRINITY FINANCIAL RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 0 Assets BOY/EOY$1,398,519 / $0	2021	TRINITY FINANCIAL RETIREMENT PLAN - Plan #001	5 / 0	$1,398,519 / $0
2020	Plan NameTRINITY FINANCIAL RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,288,707 / $1,398,544	2020	TRINITY FINANCIAL RETIREMENT PLAN - Plan #001	5 / 5	$1,288,707 / $1,398,544
2019	Plan NameTRINITY FINANCIAL RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$982,938 / $1,288,707	2019	TRINITY FINANCIAL RETIREMENT PLAN - Plan #001	6 / 5	$982,938 / $1,288,707

Benefit & Retirement Plans based on Form 5500.

PPP Loans

TRINITY FINANCIAL SERVICES LLC

6000 Metrowest Blvd, 205, Orlando, FL 32835 Industry:Direct Life Insurance Carriers Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/03/2020	Approved$34,296 Forgiven$34,575 LenderBank of America, National Association Jobs2	05/03/2020	$34,296	$34,575	Bank of America, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:6000 Metrowest Blvd Ste 205 Orlando, FL

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Trinity Financial Services LLC Registered in Oregon	Orlando, FL Windermere, FL	View Report
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Trinity Financial Services, LLC Registered in Oklahoma	Oklahoma City, OK Orlando, FL	View Report

Address Match:6000 Metrowest Blvd Orlando, FL

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Related Business Names:

Trinity Financial Services, LLC Registered in New Jersey		View Report
Trinity Financial Services, LLC Registered in Michigan	Lansing, MI Eaton Rapids, MI (1 more)	View Report
Trinity Financial Services, LLC Registered in Rhode Island	Palm Beach Gardens, FL Warwick, RI	View Report
Trinity Financial Services LLC Registered in Missouri	Saint Louis, MO	View Report
Trinity Financial Services, LLC Registered in Wyoming	Cheyenne, WY Jackson, WY (1 more)	View Report
Trinity Financial Services, LLC Registered in Minnesota	Palm Beach Gardens, FL Paul, MN	View Report
Trinity Financial Services, LLC Registered in Idaho	Newport Beach, CA Palm Beach Gardens, FL	View Report
Trinity Financial Services LLC Registered in Georgia	Austell, GA Lithia Springs, GA	View Report
Trinity Financial Services, LLC Registered in North Carolina	Monroe, NC	View Report
Trinity Financial Services, LLC Registered in North Carolina	Raleigh, NC Palm Beach Gardens, FL	View Report
Trinity Financial Services, LLC Registered in Wisconsin	Milwaukee, WI	View Report
Trinity Financial Services, LLC Registered in Utah	Layton, UT Sandy City, UT	View Report
Trinity Financial Services, LLC Registered in New Hampshire	Palm Beach Gardens, FL Newport Beach, CA	View Report
Trinity Financial Services, LLC Registered in Colorado	Brighton, CO Newport Beach, CA (1 more)	View Report
Trinity Financial Services, LLC Registered in Arkansas	Fayetteville, AR Newport Beach, CA (1 more)	View Report
Trinity Financial Services, LLC Registered in Texas	Austin, TX Newport Beach, CA	View Report
Trinity Financial Services, LLC Registered in Oklahoma	Palm Beach Gardens, FL Tulsa, OK	View Report

View More in Orlando, FL

The following government agencies have contributed data:

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

Trinity Financial Services, LLC

Company Summary

Financial Information for Trinity Financial Services, LLC

TRINITY FINANCIAL SERVICES, LLC

TRINITY FINANCIAL SERVICES LLC