Ladlie Trachsel Financial Advisors Inc.

Missouri
Registered In
04/24/2008
Incorp. Date

Company Summary

Ladlie Trachsel Financial Advisors Inc. in Saint Peters, MO lists Charles Andrew Trachsel, and Jim R Ladlie, of Saint Peters, MO

Registered In
Missouri
Incorporation Date
Registration Type
Domestic
Company Type
Gen. Business - for Profit
Status
Good Standing
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Trachsel, C. Andrew Registered Agent
1 MID RIVERS MALL DR STE 358, SAINT PETERS, MO 63376
Charles Andrew Trachsel, President
1 MID RIVERS MALL DR STE 358, SAINT PETERS, MO 63376
Charles Andrew Trachsel, Director
1 MID RIVERS MALL DR STE 358, SAINT PETERS, MO 63376
Jim R Ladlie, Director
1 MID RIVERS MALL DR STE 358, SAINT PETERS, MO 63376
Jim R Ladlie, Secretary
1 MID RIVERS MALL DR STE 358, SAINT PETERS, MO 63376
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1 MID RIVERS MALL DR STE 358, SAINT PETERS, MO 63376 View Map

Financial Information for Ladlie Trachsel Financial Advisors Inc.

Form 5500

LADLIE TRACHSEL FINANCIAL ADVISORS INC.

1 Mid Rivers Mall Dr STE 358, Saint Peters, Mo 63376 (636) 278-5457 EIN:26-2800469 Plan Admin:Laura Trachsel
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLADLIE TRACHSEL INC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,429,094 / $2,880,196 2023 LADLIE TRACHSEL INC 401(K) PLAN - Plan #001 8 / 8 $2,429,094 / $2,880,196
2022 Plan NameLADLIE TRACHSEL INC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,543,185 / $2,429,094 2022 LADLIE TRACHSEL INC 401(K) PLAN - Plan #001 8 / 8 $2,543,185 / $2,429,094
2021 Plan NameLADLIE TRACHSEL INC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,853,851 / $2,543,185 2021 LADLIE TRACHSEL INC 401(K) PLAN - Plan #001 7 / 8 $1,853,851 / $2,543,185
2020 Plan NameLADLIE TRACHSEL INC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,403,285 / $1,853,851 2020 LADLIE TRACHSEL INC 401(K) PLAN - Plan #001 6 / 7 $1,403,285 / $1,853,851
2019 Plan NameLADLIE TRACHSEL INC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,019,760 / $1,403,285 2019 LADLIE TRACHSEL INC 401(K) PLAN - Plan #001 5 / 6 $1,019,760 / $1,403,285
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LADLIE TRACHSEL FINANCIAL ADVISORS INC

1 Mid Rivers Mall Dr Suite 358, Saint Peters, Mo 63376 Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$143,822 Forgiven$145,212 LenderCarrollton Bank Jobs7 04/14/2020 $143,822 $145,212 Carrollton Bank 7
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration
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