Trax Wealth Management, Inc.
California
Registered In
12/23/2019
Incorp. Date
Company Summary
Trax Wealth Management, Inc. at 2221 Camino Del Rio S STE 307, San Diego, Ca 92108 lists Thomas A. Trax of San Diego, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Thomas A. Trax
Individual Agent
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2221 CAMINO DEL RIO S STE 307, SAN DIEGO, CA 92108
(View Past Addresses)
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Thomas A. Trax
CEO
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2221 CAMINO DEL RIO SOUTH 307, SAN DIEGO, CA 92108
(View Past Addresses)
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Thomas A. Trax
Chief Financial Officer
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2221 CAMINO DEL RIO SOUTH 307, SAN DIEGO, CA 92108
(View Past Addresses)
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Thomas A. Trax
Secretary
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2221 CAMINO DEL RIO SOUTH 307, SAN DIEGO, CA 92108
(View Past Addresses)
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Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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2221 CAMINO DEL RIO S STE 307, SAN DIEGO, CA 92108
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Trax Wealth Management, Inc.
Form 5500
TRAX WEALTH MANAGEMENT, INC.
2221 Camino Del Rio South #307, San Diego, Ca 92108 (619) 462-3400 EIN:84-3991623 Plan Admin:Thomas Trax| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$269,913 / $570,503 | 2023 | TRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $269,913 / $570,503 |
| 2023 | Plan NameTRAX WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$151,117 / $274,200 | 2023 | TRAX WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 5 / 5 | $151,117 / $274,200 |
| 2022 | Plan NameTRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$152,996 / $269,913 | 2022 | TRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 | 4 / 4 | $152,996 / $269,913 |
| 2022 | Plan NameTRAX WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$145,293 / $151,117 | 2022 | TRAX WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 5 | $145,293 / $151,117 |
| 2021 | Plan NameTRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $152,996 | 2021 | TRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 | 3 / 4 | $0 / $152,996 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TRAX WEALTH MANAGEMENT, INC
2221 Camino Del Rio S STE 307, San Diego, Ca 92108-3611 Industry:All Other Insurance Related Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$42,004 Forgiven$42,559 LenderBank of America, National Association Jobs3 | 04/16/2020 | $42,004 | $42,559 | Bank of America, National Association | 3 |
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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