Trss Wealth Management, LLC
Maine
Registered In
Not Available
Incorp. Date
Company Summary
Trss Wealth Management, LLC at 75 Pearl St, Portland, Me 04101 lists John C. Lightbody of Portland, ME.
- Registered In
- Maine
- Incorporation Date
- Not Available
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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John C. Lightbody
Registered Agent
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PO BOX 9785, PORTLAND, ME 04101
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75 PEARL ST, PORTLAND, ME 04101
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Financial Information for Trss Wealth Management, LLC
Form 5500
TRSS WEALTH MANAGEMENT, LLC
707 Sable Oaks Drive, Suite 390, South Portland, Me 04106 (207) 885-8828 EIN:06-1694470 Plan Admin:Michael Reed| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$3,613,843 / $3,103,295 | 2022 | TRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $3,613,843 / $3,103,295 |
| 2021 | Plan NameTRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,990,967 / $3,613,843 | 2021 | TRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN - Plan #001 | 11 / 11 | $2,990,967 / $3,613,843 |
| 2020 | Plan NameTRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,008,403 / $2,990,967 | 2020 | TRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN - Plan #001 | 12 / 12 | $2,008,403 / $2,990,967 |
| 2019 | Plan NameTRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,519,383 / $2,008,403 | 2019 | TRSS WEALTH MANAGEMENT, LLC 401 (K) PROFIT SHARING PLAN - Plan #001 | 10 / 11 | $1,519,383 / $2,008,403 |
Benefit & Retirement Plans based on Form 5500.
Address Match:75 Pearl St Portland, ME
Person/City Match:John C Lightbody - Portland, ME
The following government agencies have contributed data:
Department of the Secretary of State Bureau of Corporations, Elections & Commissions U.S. Department of Labor
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