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.

Justin Young Registered Agent

7440 CREEK RD STE 444, Sandy City, UT 84093

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

Form 5500

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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The following government agencies have contributed data:

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

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