Trajan Wealth, LLC
California
Registered In
08/26/2013
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Trajan Wealth, LLC at 305 N Second Ave # 202, Upland, Ca 91786 lists David Braun of Upland, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Terminated
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Search Other Resources
People
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David Braun
Individual Agent
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305 N SECOND AVE # 202, UPLAND, CA 91786
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Showing current associates only (1 of 2 total associates). Create a free account to see the full associate history
Map & Locations
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305 N SECOND AVE # 202, UPLAND, CA 91786
View Map
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9375 E SHEA BLVD # 100, SCOTTSDALE, AZ 85260
(Mailing)
View Map
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Financials
Financial Information for Trajan Wealth, LLC
Form 5500
TRAJAN WEALTH, LLC
7702 E. Doubletree Ranch Rd.,, Scottsdale, Az 85258 (480) 990-3300 EIN:45-2884769 Plan Admin:Russell J. Snow, Ea| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY81 / 100 Assets BOY/EOY$3,051,281 / $2,932,720 | 2022 | TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 81 / 100 | $3,051,281 / $2,932,720 |
| 2022 | Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY30 / 28 Assets BOY/EOY$1,667,369 / $1,622,340 | 2022 | TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001 | 30 / 28 | $1,667,369 / $1,622,340 |
| 2021 | Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY41 / 74 Assets BOY/EOY$2,194,064 / $3,051,281 | 2021 | TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 41 / 74 | $2,194,064 / $3,051,281 |
| 2021 | Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY26 / 31 Assets BOY/EOY$1,403,871 / $1,667,369 | 2021 | TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001 | 26 / 31 | $1,403,871 / $1,667,369 |
| 2020 | Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 35 Assets BOY/EOY$1,337,112 / $2,194,064 | 2020 | TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 28 / 35 | $1,337,112 / $2,194,064 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TRAJAN WEALTH LLC
7702 East Doubletree Ranch Road, Scottsdale, AZ 85258 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$781,500 Forgiven$790,771 LenderCustomers Bank Jobs47 | 04/14/2020 | $781,500 | $790,771 | Customers Bank | 47 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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You can easily find answers to common questions on the Frequently Asked Questions page.
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