Trivant Custom Portfolio Group, LLC
California
Registered In
11/03/2003
Incorp. Date
Company Summary
Trivant Custom Portfolio Group, LLC at 600 W Broadway STE 225, San Diego, Ca 92101 lists John Bruce Barber of Coronado, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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John Bruce Barber
Individual Agent
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11 HALF MOON BND, CORONADO, CA 92118
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John Bruce Barber
Manager
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11 HALF MOON BND, CORONADO, CA 92118
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Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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600 W BROADWAY STE 225, SAN DIEGO, CA 92101
View Map
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Financials
Financial Information for Trivant Custom Portfolio Group, LLC
Form 5500
TRIVANT CUSTOM PORTFOLIO GROUP, LLC
600 W. Broadway, Suite 225, San Diego, Ca 92101 EIN:80-0083286 Plan Admin:John Barber| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTRIVANT CUSTOM PORTFOLIO GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$2,331,348 / $2,338,713 | 2022 | TRIVANT CUSTOM PORTFOLIO GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 4 | $2,331,348 / $2,338,713 |
| 2021 | Plan NameTRIVANT CUSTOM PORTFOLIO GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,774,200 / $2,331,348 | 2021 | TRIVANT CUSTOM PORTFOLIO GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $1,774,200 / $2,331,348 |
| 2020 | Plan NameTRIVANT CUSTOM PORTFOLIO GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,331,877 / $1,774,200 | 2020 | TRIVANT CUSTOM PORTFOLIO GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $1,331,877 / $1,774,200 |
| 2019 | Plan NameTRIVANT CUSTOM PORTFOLIO GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$618,163 / $1,331,877 | 2019 | TRIVANT CUSTOM PORTFOLIO GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 3 / 3 | $618,163 / $1,331,877 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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