Trinity Benefit Advisors, Inc.

Knoxville, TN

Virginia

Registered In

12/12/2017

Incorp. Date

Foreign

Registration Type

Tennessee

Foreign Jurisdiction

Company Summary

Trinity Benefit Advisors, Inc. at 4445 Corporation Ln STE 264, Virginia Beach, Va 23462 lists Chris Poynter and Katie Dotson as associates.

Overview

Registered In

Virginia

Incorporation Date

12/12/2017

Company Type

Corp

Status

Inactive

Registration Type

Foreign

Foreign Jurisdiction

Tennessee

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People

Chris Poynter President
Katie Dotson
Drew Mann Secretary Trea

Showing current associates only (3 of 7 total associates). Create a free account to see the full associate history

Map & Locations

4445 CORPORATION LN STE 264, VIRGINIA BEACH, VA 23462 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Trinity Benefit Advisors, Inc.

Form 5500

TRINITY BENEFIT ADVISORS, INC

4823 Old Kingston Pike Suite 300, Knoxville, Tn 37919 (865) 531-9898 EIN:20-4891767 Plan Admin:Chris Poynter

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameTRINITY BENEFIT ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 0 Assets BOY/EOY$2,189,940 / $0	2021	TRINITY BENEFIT ADVISORS, INC. CASH BALANCE PLAN - Plan #002	14 / 0	$2,189,940 / $0
2021	Plan NameTRINITY BENEFIT ADVISORS INC 401K PROFIT SHARING Plan #001 Participants BOY/EOY15 / 0 Assets BOY/EOY$1,784 / $0	2021	TRINITY BENEFIT ADVISORS INC 401K PROFIT SHARING - Plan #001	15 / 0	$1,784 / $0
2020	Plan NameTRINITY BENEFIT ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY15 / 15 Assets BOY/EOY$2,056,576 / $2,189,940	2020	TRINITY BENEFIT ADVISORS, INC. CASH BALANCE PLAN - Plan #002	15 / 15	$2,056,576 / $2,189,940
2020	Plan NameTRINITY BENEFIT ADVISORS INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$3,226,496 / $1,784	2020	TRINITY BENEFIT ADVISORS INC 401K PROFIT SHARING PLAN - Plan #001	15 / 13	$3,226,496 / $1,784
2019	Plan NameTRINITY BENEFIT ADVISORS INC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,352,710 / $3,226,496	2019	TRINITY BENEFIT ADVISORS INC 401K PROFIT SHARING PLAN - Plan #001	14 / 14	$2,352,710 / $3,226,496
2019	Plan NameTRINITY BENEFIT ADVISORS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 15 Assets BOY/EOY$1,446,053 / $2,056,576	2019	TRINITY BENEFIT ADVISORS, INC. CASH BALANCE PLAN - Plan #002	14 / 15	$1,446,053 / $2,056,576

Benefit & Retirement Plans based on Form 5500.

PPP Loans

TRINITY BENEFIT ADVISORS, INC

4823 OLD KINGSTON PIKE Suite 300, KNOXVILLE, TN 37919-5110 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$434,549 Forgiven$439,498 LenderFirst Horizon Bank Jobs15	04/13/2020	$434,549	$439,498	First Horizon Bank	15

PPP Loans based on Paycheck Protection Program.

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Trinity Benefit Advisors, Inc. Registered in Massachusetts	Pittsfield, MA		View Report
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Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration