Triad Financial Services, Inc.

West Virginia
Registered In
09/13/2000
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Triad Financial Services, Inc. in Jacksonville, FL lists Michael A Tolbert of Jacksonville, FL and Matthew Heidelberg of West Palm Beach, FL

Overview

Registered In
West Virginia
Incorporation Date
Company Type
C | Corporation
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Florida
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People

Michael A Tolbert President
13901 SUTTON PARK DR S STE 300, JACKSONVILLE, FL 32224
Michael A Tolbert Director
13901 SUTTON PARK DR S STE 300, JACKSONVILLE, FL 32224
Matthew Heidelberg Director
777 S FLAGLER DRIVE SUITE 800 E, WEST PALM BEACH, FL 33401 (View Past Addresses)
John W Worthington Secretary
13901 SUTTON PARK DR S STE 300, JACKSONVILLE, FL 32224
John W Worthington Treasurer
13901 SUTTON PARK DR S STE 300, JACKSONVILLE, FL 32224

Map & Locations

13901 SUTTON PARK DR S STE 300, JACKSONVILLE, FL 32224 View Map
5098 WASHINGTON ST W STE 407, CHARLESTON, WV 25313 View Map

Financials

Financial Information for Triad Financial Services, Inc.

Form 5500

TRIAD FINANCIAL SERVICES, INC.

13901 Sutton Park Drive, Suite 300, Jacksonville, FL 32224 (561) 631-8726 EIN:59-1515932 Plan Admin:Robert H. Wilson Jr.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTRIAD FINANCIAL SERVICES, INC. FSA PLAN Plan #502 Participants BOY/EOY387 / 0 Assets BOY/EOY$0 / $0 2022 TRIAD FINANCIAL SERVICES, INC. FSA PLAN - Plan #502 387 / 0 $0 / $0
2022 Plan NameTRIAD FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY292 / 0 Assets BOY/EOY$0 / $0 2022 TRIAD FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN - Plan #501 292 / 0 $0 / $0
2021 Plan NameTRIAD FINANCIAL SERVICES, INC. 401(K) SAVING & INV Plan #001 Participants BOY/EOY262 / 0 Assets BOY/EOY$12,852,985 / $0 2021 TRIAD FINANCIAL SERVICES, INC. 401(K) SAVING & INV - Plan #001 262 / 0 $12,852,985 / $0
2021 Plan NameTRIAD FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY241 / 0 Assets BOY/EOY$0 / $0 2021 TRIAD FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN - Plan #501 241 / 0 $0 / $0
2021 Plan NameTRIAD FINANCIAL SERVICES, INC. FSA PLAN Plan #502 Participants BOY/EOY100 / 0 Assets BOY/EOY$0 / $0 2021 TRIAD FINANCIAL SERVICES, INC. FSA PLAN - Plan #502 100 / 0 $0 / $0
2020 Plan NameTRIAD FINANCIAL SERVICES, INC. 401(K) SAVING & INVESTMENT PLAN Plan #001 Participants BOY/EOY236 / 262 Assets BOY/EOY$12,523,669 / $12,852,985 2020 TRIAD FINANCIAL SERVICES, INC. 401(K) SAVING & INVESTMENT PLAN - Plan #001 236 / 262 $12,523,669 / $12,852,985
2020 Plan NameTRIAD FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY213 / 0 Assets BOY/EOY$0 / $0 2020 TRIAD FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN - Plan #501 213 / 0 $0 / $0
2019 Plan NameTRIAD FINANCIAL SERVICES, INC. 401(K) SAVING & INVESTMENT PLAN Plan #001 Participants BOY/EOY213 / 215 Assets BOY/EOY$10,353,614 / $12,523,669 2019 TRIAD FINANCIAL SERVICES, INC. 401(K) SAVING & INVESTMENT PLAN - Plan #001 213 / 215 $10,353,614 / $12,523,669
2019 Plan NameTRIAD FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY159 / 0 Assets BOY/EOY$0 / $0 2019 TRIAD FINANCIAL SERVICES, INC. EMPLOYEE BENEFIT PLAN - Plan #501 159 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• West Virginia Secretary of State • U.S. Department of Labor
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