Trss Wealth Management, LLC

Portland, ME

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
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John C. Lightbody Registered Agent

PO BOX 9785, PORTLAND, ME 04101

75 PEARL ST, PORTLAND, ME 04101 View Map

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

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The following government agencies have contributed data:

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