Civic Intelligence

Trefz Corporation & Its Affiliates

Plan context: Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan

EIN 06-0862427 • 30 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,521

2024 Assets

$22,441,246

2024 Contributions

$907,431

Historical Graphs

Total Assets Over Time

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

$41,107,938$20,553,969$0199920232024YearValue
$22,441,246Latest year 2024

Participants Over Time

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

1,5217610199920122024YearValue
1,521Latest 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
202421,521$22,441,246$907,431$597iApproximate average salary by contribution assumption: employee only about $14,915 at 4% or $9,943 at 6%; with 50% employer match about $9,943 at 4% or $6,629 at 6%; with 100% employer match about $7,458 at 4% or $4,972 at 6%.
Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan-1,521$22,441,246$907,431$597iApproximate average salary by contribution assumption: employee only about $14,915 at 4% or $9,943 at 6%; with 50% employer match about $9,943 at 4% or $6,629 at 6%; with 100% employer match about $7,458 at 4% or $4,972 at 6%.
Trefz Management Company Employees Benefit Plan-165---
20232949$20,402,662$824,808$869iApproximate average salary by contribution assumption: employee only about $21,728 at 4% or $14,486 at 6%; with 50% employer match about $14,486 at 4% or $9,657 at 6%; with 100% employer match about $10,864 at 4% or $7,243 at 6%.
Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan-949$20,402,662$824,808$869iApproximate average salary by contribution assumption: employee only about $21,728 at 4% or $14,486 at 6%; with 50% employer match about $14,486 at 4% or $9,657 at 6%; with 100% employer match about $10,864 at 4% or $7,243 at 6%.
Trefz Management Company Employees Benefit Plan-180---
202221,114$18,219,842$818,407$735iApproximate average salary by contribution assumption: employee only about $18,366 at 4% or $12,244 at 6%; with 50% employer match about $12,244 at 4% or $8,163 at 6%; with 100% employer match about $9,183 at 4% or $6,122 at 6%.
Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan-1,114$18,219,842$818,407$735iApproximate average salary by contribution assumption: employee only about $18,366 at 4% or $12,244 at 6%; with 50% employer match about $12,244 at 4% or $8,163 at 6%; with 100% employer match about $9,183 at 4% or $6,122 at 6%.
Trefz Management Company Employees Benefit Plan-180---
20211214$0$0-
Trefz Management Company Employees Benefit Plan-214---
20201230$0$0-
Trefz Management Company Employees Benefit Plan-230---
20191221$0$0-
Trefz Management Company Employees Benefit Plan-221---
20181245$0$0-
Trefz Management Company Employees Benefit Plan-245---
20171234$0$0-
Trefz Management Company Employees Benefit Plan-234---
20161222$0$0-
Trefz Management Company Employees Benefit Plan-222---
20151210$0$0-
Trefz Management Company Employees Benefit Plan-210---
20141192$0$0-
Trefz Management Company Employees Benefit Plan-192---
20131215$0$0-
Trefz Management Company Employees Benefit Plan-215---
20121203$0$0-
Trefz Management Company Employees Benefit Plan-203---
20111200$0$0-
Trefz Management Company Employees Benefit Plan-200---
20101209$0$0-
Trefz Management Company Employees Benefit Plan-209---
20091201$0$0-
Trefz Management Company Employees Benefit Plan-201---
20081222$0$0-
Trefz Management Company Employees Benefit Plan-222---
20071215$0$0-
Trefz Management Company Employees Benefit Plan-215---
20061212$0$0-
Trefz Management Company Employees Benefit Plan-212---
20051205$0$0-
Trefz Management Company Employees Benefit Plan-205---
20041191$0$0-
Trefz Management Company Employees Benefit Plan-191---
20031217$0$0-
Trefz Management Company Employees Benefit Plan-217---
20021180$0$0-
Trefz Management Company Employees Benefit Plan-180---
20011217$0$0-
Trefz Management Company Employees Benefit Plan-217---
20001215$0$0-
Trefz Management Company Employees Benefit Plan-215---
19992255$41,107,938$1,132,592$4,442iApproximate average salary by contribution assumption: employee only about $111,038 at 4% or $74,026 at 6%; with 50% employer match about $74,026 at 4% or $49,350 at 6%; with 100% employer match about $55,519 at 4% or $37,013 at 6%.
Trefz Corporation & Its Affiliates Profit Sharing 401K Plan-255$41,107,938$272,285$1,068iApproximate average salary by contribution assumption: employee only about $26,695 at 4% or $17,796 at 6%; with 50% employer match about $17,796 at 4% or $11,864 at 6%; with 100% employer match about $13,347 at 4% or $8,898 at 6%.
Trefz Management Company Employees Benefit Plan-205-$860,307$4,197iApproximate average salary by contribution assumption: employee only about $104,915 at 4% or $69,944 at 6%; with 50% employer match about $69,944 at 4% or $46,629 at 6%; with 100% employer match about $52,458 at 4% or $34,972 at 6%.