Trinity Financial Services LLC
California
Registered In
01/18/2006
Incorp. Date
Company Summary
Trinity Financial Services LLC at 5177 Englewood Dr, San Jose, Ca 95129 lists David A Fiore of San Jose, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Suspended - Ftb
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
David A Flore
Individual Agent
|
5177 ENGLEWOOD DR, SAN JOSE, CA 95129
|
|
|
David A Fiore
Manager
|
5177 ENGLEWOOD DR, SAN JOSE, CA 95129
|
|
5177 ENGLEWOOD DR, SAN JOSE, CA 95129
View Map
|
Financial Information for Trinity Financial Services LLC
Form 5500
TRINITY FINANCIAL SERVICES LLC
610 Newport Center Dr Suite 1150, Newport Beach, Ca 92660 (949) 521-0440 EIN:46-3014569 Plan Admin:Erisa Fiduciary Services, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$39,810 / $49,534 | 2023 | TRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 6 / 6 | $39,810 / $49,534 |
| 2022 | Plan NameTRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY20 / 6 Assets BOY/EOY$44,739 / $39,810 | 2022 | TRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 20 / 6 | $44,739 / $39,810 |
| 2021 | Plan NameTRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 23 Assets BOY/EOY$44,456 / $44,739 | 2021 | TRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 32 / 23 | $44,456 / $44,739 |
| 2020 | Plan NameTRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 33 Assets BOY/EOY$40,986 / $44,456 | 2020 | TRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 24 / 33 | $40,986 / $44,456 |
| 2019 | Plan NameTRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY31 / 23 Assets BOY/EOY$752 / $40,986 | 2019 | TRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 31 / 23 | $752 / $40,986 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TRINITY FINANCIAL SERVICES LLC
610 Newport Center Dr, Newport Beach, CA 92660-6419 Industry:Other Activities Related to Credit Intermediation| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/03/2021 | Approved$388,800 Forgiven$394,945 LenderNewtek Small Business Finance, Inc. Jobs32 | 03/03/2021 | $388,800 | $394,945 | Newtek Small Business Finance, Inc. | 32 |
| 05/01/2020 | Approved$388,800 Forgiven$0 LenderNewtek Small Business Finance, Inc. Jobs32 | 05/01/2020 | $388,800 | $0 | Newtek Small Business Finance, Inc. | 32 |
| 04/29/2020 | Approved$16,455 Forgiven$16,631 LenderPNC Bank, National Association Jobs2 | 04/29/2020 | $16,455 | $16,631 | PNC Bank, National Association | 2 |
PPP Loans based on Paycheck Protection Program.
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 Alabama
|
Montgomery, AL Orlando, FL | 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 Virginia
|
Glen Allen, VA Orlando, FL | View Report | |
|
Trinity Financial Services, LLC
Registered in Oklahoma
|
Palm Beach Gardens, FL Tulsa, OK | View Report | |
|
Trinity Financial Services, LLC
Registered in Oklahoma
|
Oklahoma City, OK Orlando, FL | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States