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.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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1000 WESTLAKES DR STE 275, BERWYN, PA 19312
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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.
Address Match:1000 Westlakes Dr Ste 275 Berwyn, PA
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Address Match:1000 Westlakes Dr Berwyn, PA
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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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