Trajan Wealth LLC

Utah
Registered In
12/28/2020
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction

Company Summary

Trajan Wealth LLC at 7702 E Doubletree Ranch Rd, Scottsdale, Az 85258 lists Jeff Junior of Draper, UT.

Overview

Registered In
Utah
Incorporation Date
Company Type
Llc - Foreign
Status
Active - Current
Registration Type
Foreign
Foreign Jurisdiction
Arizona
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People

Jeff Junior Registered Agent
13907 S MINUTEMAN DR STE 125, DRAPER, UT 84020

Map & Locations

7702 E DOUBLETREE RANCH RD, SCOTTSDALE, AZ 85258 View Map

Financials

Financial Information for Trajan Wealth LLC

Form 5500

TRAJAN WEALTH, LLC

7702 E. Doubletree Ranch Rd.,, Scottsdale, Az 85258 (480) 990-3300 EIN:45-2884769 Plan Admin:Russell J. Snow, Ea
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY81 / 100 Assets BOY/EOY$3,051,281 / $2,932,720 2022 TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 81 / 100 $3,051,281 / $2,932,720
2022 Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY30 / 28 Assets BOY/EOY$1,667,369 / $1,622,340 2022 TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001 30 / 28 $1,667,369 / $1,622,340
2021 Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY41 / 74 Assets BOY/EOY$2,194,064 / $3,051,281 2021 TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 41 / 74 $2,194,064 / $3,051,281
2021 Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY26 / 31 Assets BOY/EOY$1,403,871 / $1,667,369 2021 TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001 26 / 31 $1,403,871 / $1,667,369
2020 Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 35 Assets BOY/EOY$1,337,112 / $2,194,064 2020 TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 28 / 35 $1,337,112 / $2,194,064
2020 Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY25 / 28 Assets BOY/EOY$1,141,910 / $1,403,871 2020 TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001 25 / 28 $1,141,910 / $1,403,871
2019 Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 28 Assets BOY/EOY$832,588 / $1,337,112 2019 TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 14 / 28 $832,588 / $1,337,112
2019 Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY12 / 17 Assets BOY/EOY$737,550 / $1,141,910 2019 TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001 12 / 17 $737,550 / $1,141,910
Benefit & Retirement Plans based on Form 5500.
PPP Loans

TRAJAN WEALTH LLC

7702 East Doubletree Ranch Road, Scottsdale, AZ 85258 Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$781,500 Forgiven$790,771 LenderCustomers Bank Jobs47 04/14/2020 $781,500 $790,771 Customers Bank 47
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Trajan Wealth, LLC Registered in Colorado
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Trajan Wealth LLC Registered in Texas
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Trajan Wealth LLC Registered in Oklahoma
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Trajan Wealth LLC Registered in Massachusetts
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Trajan Wealth, LLC Registered in California
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Sources

The following government agencies have contributed data:

• Utah Division of Corporations and Commercial Code • U.S. Department of Labor • U.S. Small Business Administration
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