OpenERISA

Trinity Financial Advisors, LLC

Columbus, OH, 43214

EIN 41-2190819
Plans
3
Total participants
61
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Trinity Financial Advisors, LLC 401(K) Profit Sharing Plan7
2024Form 5500-SF002Trinity Financial Advisors, LLC Defined Benefit Plan6
2024Form 5500-SF501Trinity Financial Advisors Soca Benefit Plan5
2023Form 5500-SF001Trinity Financial Advisors, LLC 401(K) Profit Sharing Plan6
2023Form 5500-SF002Trinity Financial Advisors, LLC Defined Benefit Plan5
2023Form 5500-SF501Trinity Financial Advisors Soca Benefit Plan3
2022Form 5500-SF001Trinity Financial Advisors, LLC 401(K) Profit Sharing Plan6
2022Form 5500-SF002Trinity Financial Advisors, LLC Defined Benefit Plan4
2022Form 5500-SF501Trinity Financial Advisors Soca Benefit Plan3
2021Form 5500-SF001Trinity Financial Advisors, LLC 401(K) Profit Sharing Plan4
2021Form 5500-SF002Trinity Financial Advisors, LLC Defined Benefit Plan4
2021Form 5500-SF501Trinity Financial Advisors Soca Benefit Plan2
2020Form 5500-SF001Trinity Financial Advisors, LLC 401(K) Profit Sharing Plan4
2020Form 5500-SF501Trinity Financial Advisors Soca Benefit Plan2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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