Trinity Planning Group, LLC

Company Summary

Trinity Planning Group, LLC at 10801 Mastin Blvd STE 370, Overland Park, Ks 66210 lists Tim Disette of Overland Park, KS.

Registered In
Kansas
Incorporation Date
Registration Type
Domestic
Company Type
Kansas Ltd Liability Company
Status
Active and in Good Standing
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Tim Disette Registered Agent
10801 MASTIN BLVD STE 370, OVERLAND PARK, KS 66210
10801 MASTIN BLVD STE 370, OVERLAND PARK, KS 66210 (Mailing) View Map

Financial Information for Trinity Planning Group, LLC

Form 5500

TRINITY PLANNING GROUP, LLC

10801 Mastin ST STE 370, Overland Park, Ks 66210 (913) 563-7322 EIN:20-4126407 Plan Admin:Pati Priest
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$913,741 / $1,113,325 2023 TRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN - Plan #001 11 / 10 $913,741 / $1,113,325
2022 Plan NameTRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$974,494 / $913,741 2022 TRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN - Plan #001 9 / 11 $974,494 / $913,741
2021 Plan NameTRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$0 / $974,494 2021 TRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN - Plan #001 9 / 9 $0 / $974,494
2020 Plan NameTRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY16 / 20 Assets BOY/EOY$1,064,899 / $907,225 2020 TRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN - Plan #001 16 / 20 $1,064,899 / $907,225
2019 Plan NameTRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY12 / 16 Assets BOY/EOY$465,356 / $1,064,899 2019 TRINITY PLANNING GROUP RETIREMENT SAVINGS PLAN - Plan #001 12 / 16 $465,356 / $1,064,899
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TRINITY PLANNING GROUP, LLC

12819 Pembroke Circle, LEAWOOD, KS 66209
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$207,000 Forgiven$208,846 LenderUMB Bank, National Association Jobs21 04/30/2020 $207,000 $208,846 UMB Bank, National Association 21
PPP Loans based on Paycheck Protection Program.
Address Match:10801 Mastin Blvd Ste 370 Overland Park, KS
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The following government agencies have contributed data:

State of Kansas Office of the Secretary of State U.S. Department of Labor U.S. Small Business Administration
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