Trinity Wealth Management, LLC
Pennsylvania
Registered In
08/27/2007
Incorp. Date
Company Summary
Trinity Wealth Management, LLC in Berwyn, PA was registered on 08/27/2007. It is listed at 1000 Westlakes Dr STE 275, Berwyn, Pa 19312.
Overview
Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
Search Other Resources
Map & Locations
|
1000 WESTLAKES DR STE 275, BERWYN, PA 19312
View Map
|
Financials
Financial Information for Trinity Wealth Management, LLC
Form 5500
TRINITY WEALTH MANAGEMENT, LLC
1000 Westlakes Drive - Suite 275, Berwyn, Pa 19312 (610) 296-2020 EIN:74-3231526 Plan Admin:J. Charles Mann| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTRINITY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,216,937 / $1,204,138 | 2022 | TRINITY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $1,216,937 / $1,204,138 |
| 2021 | Plan NameTRINITY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$877,876 / $1,216,937 | 2021 | TRINITY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $877,876 / $1,216,937 |
| 2020 | Plan NameTRINITY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$674,069 / $877,876 | 2020 | TRINITY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $674,069 / $877,876 |
| 2019 | Plan NameTRINITY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$395,422 / $674,069 | 2019 | TRINITY WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 7 | $395,422 / $674,069 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TRINITY WEALTH MANAGEMENT, LLC
1000 Westlakes Drive Suite 275, BERWYN, PA 19312-2400 Industry:Administrative Management and General Management Consulting Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$98,712 Forgiven$99,430 LenderTD Bank, National Association Jobs6 | 04/14/2020 | $98,712 | $99,430 | TD Bank, National Association | 6 |
PPP Loans based on Paycheck Protection Program.
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Address Match:1000 Westlakes Dr Ste 275 Berwyn, PA
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Related Business Names:
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Address Match:1000 Westlakes Dr Berwyn, PA
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Sources
The following government agencies have contributed data:
• Pennsylvania Department of State • U.S. Department of Labor • U.S. Small Business Administration
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