Trinity Financial Planning LLC
Wisconsin
Wisconsin
Registered In
01/14/2014
Incorp. Date
Company Summary
Trinity Financial Planning LLC in Wisconsin lists John M Scherer of Middleton, WI.
- Registered In
- Wisconsin
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Restored to Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
John M Scherer
Registered Agent
|
6405 CENTURY AVE STE 104, MIDDLETON, WI 53562
|
Financial Information for Trinity Financial Planning LLC
Form 5500
TRINITY FINANCIAL PLANNING, LLC
6405 Century Avenue, Suite 104, Middleton, Wi 53562 (608) 829-1010 EIN:39-1877898 Plan Admin:John Scherer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTRINITY FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$641,655 / $823,047 | 2023 | TRINITY FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 3 / 3 | $641,655 / $823,047 |
| 2022 | Plan NameTRINITY FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$643,548 / $641,655 | 2022 | TRINITY FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 2 / 3 | $643,548 / $641,655 |
| 2021 | Plan NameTRINITY FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$584,979 / $643,548 | 2021 | TRINITY FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 2 / 2 | $584,979 / $643,548 |
| 2020 | Plan NameTRINITY FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$506,019 / $584,979 | 2020 | TRINITY FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 2 / 2 | $506,019 / $584,979 |
| 2019 | Plan NameTRINITY FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$384,820 / $506,019 | 2019 | TRINITY FINANCIAL PLANNING 401(K) PLAN - Plan #001 | 2 / 2 | $384,820 / $506,019 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TRINITY FINANCIAL PLANNING LLC
6405 Century Ave #104, Middleton, Wi 53562-2200| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$36,515 Forgiven$36,838 LenderCapitol Bank Jobs3 | 04/07/2020 | $36,515 | $36,838 | Capitol Bank | 3 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
Trinity Financial Planning, LLC
Registered in Florida
|
Fort Myers, FL | View Report |
The following government agencies have contributed data:
Wisconsin Department of Financial Institutions U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States