Civic Intelligence

Trinity Financial Inc

Plan context: Trinity Financial Inc 401(K) Plan

EIN 04-3075721 • Boston, MA • 25 filings • 3 plans

75 Federal Street4th FloorBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$15,666,513

2024 Contributions

$796,779

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$15,666,513$7,833,257$0200320142024YearValue
$15,666,513Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

40200200020122024YearValue
40Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024140$15,666,513$796,779$19,919iApproximate average salary by contribution assumption: employee only about $497,987 at 4% or $331,991 at 6%; with 50% employer match about $331,991 at 4% or $221,328 at 6%; with 100% employer match about $248,993 at 4% or $165,996 at 6%.
Trinity Financial Inc 401(K) Plan-40$15,666,513$796,779$19,919iApproximate average salary by contribution assumption: employee only about $497,987 at 4% or $331,991 at 6%; with 50% employer match about $331,991 at 4% or $221,328 at 6%; with 100% employer match about $248,993 at 4% or $165,996 at 6%.
2023139$13,379,034$810,173$20,774iApproximate average salary by contribution assumption: employee only about $519,342 at 4% or $346,228 at 6%; with 50% employer match about $346,228 at 4% or $230,819 at 6%; with 100% employer match about $259,671 at 4% or $173,114 at 6%.
Trinity Financial Inc 401(K) Plan-39$13,379,034$810,173$20,774iApproximate average salary by contribution assumption: employee only about $519,342 at 4% or $346,228 at 6%; with 50% employer match about $346,228 at 4% or $230,819 at 6%; with 100% employer match about $259,671 at 4% or $173,114 at 6%.
2022139$11,136,523$769,592$19,733iApproximate average salary by contribution assumption: employee only about $493,328 at 4% or $328,885 at 6%; with 50% employer match about $328,885 at 4% or $219,257 at 6%; with 100% employer match about $246,664 at 4% or $164,443 at 6%.
Trinity Financial Inc 401(K) Plan-39$11,136,523$769,592$19,733iApproximate average salary by contribution assumption: employee only about $493,328 at 4% or $328,885 at 6%; with 50% employer match about $328,885 at 4% or $219,257 at 6%; with 100% employer match about $246,664 at 4% or $164,443 at 6%.
2021137$12,759,040$799,277$21,602iApproximate average salary by contribution assumption: employee only about $540,052 at 4% or $360,035 at 6%; with 50% employer match about $360,035 at 4% or $240,023 at 6%; with 100% employer match about $270,026 at 4% or $180,017 at 6%.
Trinity Financial Inc 401(K) Plan-37$12,759,040$799,277$21,602iApproximate average salary by contribution assumption: employee only about $540,052 at 4% or $360,035 at 6%; with 50% employer match about $360,035 at 4% or $240,023 at 6%; with 100% employer match about $270,026 at 4% or $180,017 at 6%.
2020137$10,564,579$727,938$19,674iApproximate average salary by contribution assumption: employee only about $491,850 at 4% or $327,900 at 6%; with 50% employer match about $327,900 at 4% or $218,600 at 6%; with 100% employer match about $245,925 at 4% or $163,950 at 6%.
Trinity Financial Inc 401(K) Plan-37$10,564,579$727,938$19,674iApproximate average salary by contribution assumption: employee only about $491,850 at 4% or $327,900 at 6%; with 50% employer match about $327,900 at 4% or $218,600 at 6%; with 100% employer match about $245,925 at 4% or $163,950 at 6%.
2019138$8,754,100$949,610$24,990iApproximate average salary by contribution assumption: employee only about $624,743 at 4% or $416,496 at 6%; with 50% employer match about $416,496 at 4% or $277,664 at 6%; with 100% employer match about $312,372 at 4% or $208,248 at 6%.
Trinity Financial Inc 401(K) Plan-38$8,754,100$949,610$24,990iApproximate average salary by contribution assumption: employee only about $624,743 at 4% or $416,496 at 6%; with 50% employer match about $416,496 at 4% or $277,664 at 6%; with 100% employer match about $312,372 at 4% or $208,248 at 6%.
2018137$6,313,109$672,852$18,185iApproximate average salary by contribution assumption: employee only about $454,630 at 4% or $303,086 at 6%; with 50% employer match about $303,086 at 4% or $202,058 at 6%; with 100% employer match about $227,315 at 4% or $151,543 at 6%.
Trinity Financial Inc 401(K) Plan-37$6,313,109$672,852$18,185iApproximate average salary by contribution assumption: employee only about $454,630 at 4% or $303,086 at 6%; with 50% employer match about $303,086 at 4% or $202,058 at 6%; with 100% employer match about $227,315 at 4% or $151,543 at 6%.
2017138$6,745,961$693,490$18,250iApproximate average salary by contribution assumption: employee only about $456,243 at 4% or $304,162 at 6%; with 50% employer match about $304,162 at 4% or $202,775 at 6%; with 100% employer match about $228,122 at 4% or $152,081 at 6%.
Trinity Financial Inc 401(K) Plan-38$6,745,961$693,490$18,250iApproximate average salary by contribution assumption: employee only about $456,243 at 4% or $304,162 at 6%; with 50% employer match about $304,162 at 4% or $202,775 at 6%; with 100% employer match about $228,122 at 4% or $152,081 at 6%.
2016137$6,118,787$782,899$21,159iApproximate average salary by contribution assumption: employee only about $528,986 at 4% or $352,657 at 6%; with 50% employer match about $352,657 at 4% or $235,105 at 6%; with 100% employer match about $264,493 at 4% or $176,329 at 6%.
Trinity Financial Inc 401(K) Plan-37$6,118,787$782,899$21,159iApproximate average salary by contribution assumption: employee only about $528,986 at 4% or $352,657 at 6%; with 50% employer match about $352,657 at 4% or $235,105 at 6%; with 100% employer match about $264,493 at 4% or $176,329 at 6%.
2015133$5,032,975$767,051$23,244iApproximate average salary by contribution assumption: employee only about $581,099 at 4% or $387,399 at 6%; with 50% employer match about $387,399 at 4% or $258,266 at 6%; with 100% employer match about $290,550 at 4% or $193,700 at 6%.
Trinity Financial Inc 401(K) Plan-33$5,032,975$767,051$23,244iApproximate average salary by contribution assumption: employee only about $581,099 at 4% or $387,399 at 6%; with 50% employer match about $387,399 at 4% or $258,266 at 6%; with 100% employer match about $290,550 at 4% or $193,700 at 6%.
2014127$4,254,423$501,254$18,565iApproximate average salary by contribution assumption: employee only about $464,124 at 4% or $309,416 at 6%; with 50% employer match about $309,416 at 4% or $206,277 at 6%; with 100% employer match about $232,062 at 4% or $154,708 at 6%.
Trinity Financial Inc 401(K) Plan-27$4,254,423$501,254$18,565iApproximate average salary by contribution assumption: employee only about $464,124 at 4% or $309,416 at 6%; with 50% employer match about $309,416 at 4% or $206,277 at 6%; with 100% employer match about $232,062 at 4% or $154,708 at 6%.
2013124$3,614,459$442,306$18,429iApproximate average salary by contribution assumption: employee only about $460,735 at 4% or $307,157 at 6%; with 50% employer match about $307,157 at 4% or $204,771 at 6%; with 100% employer match about $230,368 at 4% or $153,578 at 6%.
Trinity Financial Inc 401(K) Plan-24$3,614,459$442,306$18,429iApproximate average salary by contribution assumption: employee only about $460,735 at 4% or $307,157 at 6%; with 50% employer match about $307,157 at 4% or $204,771 at 6%; with 100% employer match about $230,368 at 4% or $153,578 at 6%.
2012120$2,659,765$344,034$17,202iApproximate average salary by contribution assumption: employee only about $430,043 at 4% or $286,695 at 6%; with 50% employer match about $286,695 at 4% or $191,130 at 6%; with 100% employer match about $215,021 at 4% or $143,348 at 6%.
Trinity Financial Inc 401(K) Plan-20$2,659,765$344,034$17,202iApproximate average salary by contribution assumption: employee only about $430,043 at 4% or $286,695 at 6%; with 50% employer match about $286,695 at 4% or $191,130 at 6%; with 100% employer match about $215,021 at 4% or $143,348 at 6%.
2011122$2,247,210$498,327$22,651iApproximate average salary by contribution assumption: employee only about $566,281 at 4% or $377,520 at 6%; with 50% employer match about $377,520 at 4% or $251,680 at 6%; with 100% employer match about $283,140 at 4% or $188,760 at 6%.
Trinity Financial Inc 401(K) Plan-22$2,247,210$498,327$22,651iApproximate average salary by contribution assumption: employee only about $566,281 at 4% or $377,520 at 6%; with 50% employer match about $377,520 at 4% or $251,680 at 6%; with 100% employer match about $283,140 at 4% or $188,760 at 6%.
2010119$2,076,075$352,381$18,546iApproximate average salary by contribution assumption: employee only about $463,659 at 4% or $309,106 at 6%; with 50% employer match about $309,106 at 4% or $206,071 at 6%; with 100% employer match about $231,830 at 4% or $154,553 at 6%.
Trinity Financial Inc 401(K) Plan-19$2,076,075$352,381$18,546iApproximate average salary by contribution assumption: employee only about $463,659 at 4% or $309,106 at 6%; with 50% employer match about $309,106 at 4% or $206,071 at 6%; with 100% employer match about $231,830 at 4% or $154,553 at 6%.
2009117$1,469,330$240,413$14,142iApproximate average salary by contribution assumption: employee only about $353,549 at 4% or $235,699 at 6%; with 50% employer match about $235,699 at 4% or $157,133 at 6%; with 100% employer match about $176,774 at 4% or $117,850 at 6%.
Trinity Financial Inc 401(K) Plan-17$1,469,330$240,413$14,142iApproximate average salary by contribution assumption: employee only about $353,549 at 4% or $235,699 at 6%; with 50% employer match about $235,699 at 4% or $157,133 at 6%; with 100% employer match about $176,774 at 4% or $117,850 at 6%.
2008116$891,226$229,331$14,333iApproximate average salary by contribution assumption: employee only about $358,330 at 4% or $238,886 at 6%; with 50% employer match about $238,886 at 4% or $159,258 at 6%; with 100% employer match about $179,165 at 4% or $119,443 at 6%.
Trinity Financial Inc 401(K) Plan-16$891,226$229,331$14,333iApproximate average salary by contribution assumption: employee only about $358,330 at 4% or $238,886 at 6%; with 50% employer match about $238,886 at 4% or $159,258 at 6%; with 100% employer match about $179,165 at 4% or $119,443 at 6%.
2007116$1,234,397$267,264$16,704iApproximate average salary by contribution assumption: employee only about $417,600 at 4% or $278,400 at 6%; with 50% employer match about $278,400 at 4% or $185,600 at 6%; with 100% employer match about $208,800 at 4% or $139,200 at 6%.
Trinity Financial Inc 401(K) Plan-16$1,234,397$267,264$16,704iApproximate average salary by contribution assumption: employee only about $417,600 at 4% or $278,400 at 6%; with 50% employer match about $278,400 at 4% or $185,600 at 6%; with 100% employer match about $208,800 at 4% or $139,200 at 6%.
2006116$941,206$219,916$13,745iApproximate average salary by contribution assumption: employee only about $343,619 at 4% or $229,079 at 6%; with 50% employer match about $229,079 at 4% or $152,719 at 6%; with 100% employer match about $171,809 at 4% or $114,540 at 6%.
Trinity Financial Inc 401(K) Plan-16$941,206$219,916$13,745iApproximate average salary by contribution assumption: employee only about $343,619 at 4% or $229,079 at 6%; with 50% employer match about $229,079 at 4% or $152,719 at 6%; with 100% employer match about $171,809 at 4% or $114,540 at 6%.
2005117$625,882$158,915$9,348iApproximate average salary by contribution assumption: employee only about $233,699 at 4% or $155,799 at 6%; with 50% employer match about $155,799 at 4% or $103,866 at 6%; with 100% employer match about $116,849 at 4% or $77,900 at 6%.
Trinity Financial Inc 401(K) Plan-17$625,882$158,915$9,348iApproximate average salary by contribution assumption: employee only about $233,699 at 4% or $155,799 at 6%; with 50% employer match about $155,799 at 4% or $103,866 at 6%; with 100% employer match about $116,849 at 4% or $77,900 at 6%.
2004114$414,352$136,225$9,730iApproximate average salary by contribution assumption: employee only about $243,259 at 4% or $162,173 at 6%; with 50% employer match about $162,173 at 4% or $108,115 at 6%; with 100% employer match about $121,629 at 4% or $81,086 at 6%.
Trinity Financial Inc 401(K) Plan-14$414,352$136,225$9,730iApproximate average salary by contribution assumption: employee only about $243,259 at 4% or $162,173 at 6%; with 50% employer match about $162,173 at 4% or $108,115 at 6%; with 100% employer match about $121,629 at 4% or $81,086 at 6%.
2003111$244,996$111,306$10,119iApproximate average salary by contribution assumption: employee only about $252,968 at 4% or $168,645 at 6%; with 50% employer match about $168,645 at 4% or $112,430 at 6%; with 100% employer match about $126,484 at 4% or $84,323 at 6%.
Trinity Financial Inc 401(K) Plan-11$244,996$111,306$10,119iApproximate average salary by contribution assumption: employee only about $252,968 at 4% or $168,645 at 6%; with 50% employer match about $168,645 at 4% or $112,430 at 6%; with 100% employer match about $126,484 at 4% or $84,323 at 6%.
200219$0$0-
Trinity Financial Inc 401(K) Plan-9---
200118$0$0-
Trinity Financial Inc 401(K) Plan-8---
200017$0$0-
Trinity Financial Inc 401(K) Plan-7---