Transition Financial Advisors Group, Inc.

Gilbert, AZ

Arizona

Registered In

01/03/2001

Incorp. Date

Company Summary

Transition Financial Advisors Group, Inc. at 468 E Bridle Way, Gilbert, Az 85295 lists Brian Wruk of Gilbert, AZ and Mitchell Marenus of Miami, FL.

Registered In

Arizona

Incorporation Date

01/03/2001

Company Type

Domestic For-Profit (Business) Corporation

Status

Active

Registration Type

Domestic

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468 E BRIDLE WAY, GILBERT, AZ 85295 View Map

Form 5500

2487 South Gilbert Road Suite 106-618, Gilbert, Az 85295 (480) 722-9414 EIN:86-1019547 Plan Admin:Brian Wruk

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTFA TEAM INDEPENDENCE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,326,405 / $3,630,618	2023	TFA TEAM INDEPENDENCE 401(K) PLAN - Plan #001	6 / 6	$2,326,405 / $3,630,618
2022	Plan NameTFA TEAM INDEPENDENCE 401(K) PLAN Plan #001 Participants BOY/EOY12 / 6 Assets BOY/EOY$2,079,733 / $2,326,405	2022	TFA TEAM INDEPENDENCE 401(K) PLAN - Plan #001	12 / 6	$2,079,733 / $2,326,405
2021	Plan NameTFA TEAM INDEPENDENCE 401(K) PLAN Plan #001 Participants BOY/EOY5 / 12 Assets BOY/EOY$1,656,224 / $2,079,733	2021	TFA TEAM INDEPENDENCE 401(K) PLAN - Plan #001	5 / 12	$1,656,224 / $2,079,733
2020	Plan NameTFA TEAM INDEPENDENCE 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,347,597 / $1,656,224	2020	TFA TEAM INDEPENDENCE 401(K) PLAN - Plan #001	5 / 5	$1,347,597 / $1,656,224
2019	Plan NameTFA TEAM INDEPENDENCE 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,069,101 / $1,347,597	2019	TFA TEAM INDEPENDENCE 401(K) PLAN - Plan #001	5 / 4	$1,069,101 / $1,347,597

Benefit & Retirement Plans based on Form 5500.

Address Match:468 E Bridle Way Gilbert, AZ

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Person/City Match:Mitchell Marenus - Miami, FL

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• Arizona Corporation Commission • U.S. Department of Labor