Trekstone Financial, LLC

Gilbert, AZ

Arizona

Registered In

10/07/2016

Incorp. Date

Company Summary

Trekstone Financial, LLC at 1176 E Warner Rd STE 103, Gilbert, Az 85296 lists Llewelyn Family Trust and Amy Llewelyn of Gilbert, AZ as associates.

Registered In: Arizona
Incorporation Date: 10/07/2016
Registration Type: Domestic
Company Type: Domestic Llc
Status: Active
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Bryant Llewelyn Registered Agent	1176 E WARNER RD STE 103, GILBERT, AZ 85296
Llewelyn Family Trust Member	1176 E WARNER RD STE 103, GILBERT, AZ 85296
Amy Llewelyn Manager	1176 E WARNER RD STE 103, GILBERT, AZ 85296
Bryant Llewelyn Manager	1176 E WARNER RD STE 103, GILBERT, AZ 85296

1176 E WARNER RD STE 103, GILBERT, AZ 85296 View Map

Financial Information for Trekstone Financial, LLC

Form 5500

TREKSTONE FINANCIAL LLC

23490 S 201st Street, Queen Creek, Az 85142 (801) 856-8248 EIN:27-1185482 Plan Admin:Bryant Llewelyn

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTREKSTONE FINANCIAL CORP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$48,001 / $73,935	2022	TREKSTONE FINANCIAL CORP - Plan #001	2 / 2	$48,001 / $73,935
2021	Plan NameTREKSTONE FINANCIAL CORP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$13,877 / $48,001	2021	TREKSTONE FINANCIAL CORP - Plan #001	2 / 2	$13,877 / $48,001
2020	Plan NameTREKSTONE FINANCIAL CORP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $13,877	2020	TREKSTONE FINANCIAL CORP - Plan #001	2 / 2	$0 / $13,877

Benefit & Retirement Plans based on Form 5500.

PPP Loans

TREKSTONE FINANCIAL LLC

1176 E Warner Rd Suite #103, Gilbert, AZ 85249 Industry:Financial Transactions Processing, Reserve, and Clearinghouse Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$61,314 Forgiven$62,110 LenderCBW Bank Jobs4	04/29/2020	$61,314	$62,110	CBW Bank	4

PPP Loans based on Paycheck Protection Program.

Address Match:1176 E Warner Rd Gilbert, AZ

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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration

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