Tri-State Financial Group
Ohio
Ohio
Registered In
08/01/1997
Incorp. Date
Company Summary
Tri-State Financial Group in Ohio lists Michael A George of Cincinnati, OH.
Overview
Registered In
Ohio
Incorporation Date
Company Type
Registered Trade Name
Status
C
Registration Type
Domestic
Search Other Resources
People
|
Michael A George
Registered Agent
|
8044 MONTGOMERY RD STE 406 W, CINCINNATI, OH 45236
|
Financials
Financial Information for Tri-State Financial Group
Form 5500
TRI-STATE FINANCIAL GROUP
8044 Montgomery Road Suite 530, Cincinnati, Oh 45236 (513) 985-0320 EIN:31-1451072 Plan Admin:Jeremy J. Schira| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$230,167 / $383,537 | 2023 | TRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $230,167 / $383,537 |
| 2022 | Plan NameTRI-STATE FINANCIAL DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY1 / 3 Assets BOY/EOY$2,360,882 / $2,131,863 | 2022 | TRI-STATE FINANCIAL DEFINED BENEFIT PLAN - Plan #001 | 1 / 3 | $2,360,882 / $2,131,863 |
| 2022 | Plan NameTRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$124,187 / $230,167 | 2022 | TRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $124,187 / $230,167 |
| 2021 | Plan NameTRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$33,343 / $124,187 | 2021 | TRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $33,343 / $124,187 |
| 2020 | Plan NameTRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $33,343 | 2020 | TRISTATE FINANCIAL GROUP 401(K) PROFIT SHARING PLAN - Plan #002 | 3 / 3 | $0 / $33,343 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
|
Tristate Financial Group Limited Liability Company
Registered in New Jersey
|
View Report |
Sources
The following government agencies have contributed data:
• Ohio Secretary of State • U.S. Department of Labor
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