Trek Financial, LLC

Scottsdale, AZ

Utah

Registered In

12/27/2021

Incorp. Date

Foreign

Registration Type

Arizona

Foreign Jurisdiction

Company Summary

Trek Financial, LLC at 8355 E Hartford Dr STE 105, Scottsdale, Az 85255 lists Justin Young of Sandy City, UT.

Overview

Registered In

Utah

Incorporation Date

12/27/2021

Company Type

Llc - Foreign

Status

Active - Current

Registration Type

Foreign

Foreign Jurisdiction

Arizona

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People

Justin Young Registered Agent

7440 CREEK RD STE 444, Sandy City, UT 84093

Map & Locations

8355 E HARTFORD DR STE 105, SCOTTSDALE, AZ 85255 View Map

Financials

Financial Information for Trek Financial, LLC

Form 5500

TREK FINANCIAL, LLC

8355 E. Hartford Dr., Suite 105, Scottsdale, Az 85255 (480) 483-1510 EIN:82-3738447 Plan Admin:Justin Young

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTREK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY19 / 17 Assets BOY/EOY$1,585,208 / $1,181,180	2023	TREK FINANCIAL 401(K) PLAN - Plan #001	19 / 17	$1,585,208 / $1,181,180
2022	Plan NameTREK FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$2,534,949 / $1,585,208	2022	TREK FINANCIAL 401(K) PLAN - Plan #001	20 / 19	$2,534,949 / $1,585,208

Benefit & Retirement Plans based on Form 5500.

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Address Match:8355 E Hartford Dr Ste 105 Scottsdale, AZ

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Address Match:8355 E Hartford Dr Scottsdale, AZ

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Sources

The following government agencies have contributed data:

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