Civic Intelligence

Trss Wealth Management LLC

Plan context: Trss Wealth Management LLC 401 (K) Profit Sharing Plan

EIN 06-1694470 • South Portland, ME • 22 filings • 5 plans

707 Sable Oaks Drive, Suite 390South Portland, ME 04106
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$5,188,489

2025 Contributions

$267,529

Historical Graphs

Total Assets Over Time

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

$5,188,489$2,594,245$0200420162025YearValue
$5,188,489Latest year 2025

Participants Over Time

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

1370200420152025YearValue
10Latest year 2025

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
2025110$5,188,489$267,529$26,753iApproximate average salary by contribution assumption: employee only about $668,823 at 4% or $445,882 at 6%; with 50% employer match about $445,882 at 4% or $297,254 at 6%; with 100% employer match about $334,411 at 4% or $222,941 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-10$5,188,489$267,529$26,753iApproximate average salary by contribution assumption: employee only about $668,823 at 4% or $445,882 at 6%; with 50% employer match about $445,882 at 4% or $297,254 at 6%; with 100% employer match about $334,411 at 4% or $222,941 at 6%.
2024110$4,304,933$220,937$22,094iApproximate average salary by contribution assumption: employee only about $552,343 at 4% or $368,228 at 6%; with 50% employer match about $368,228 at 4% or $245,486 at 6%; with 100% employer match about $276,171 at 4% or $184,114 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-10$4,304,933$220,937$22,094iApproximate average salary by contribution assumption: employee only about $552,343 at 4% or $368,228 at 6%; with 50% employer match about $368,228 at 4% or $245,486 at 6%; with 100% employer match about $276,171 at 4% or $184,114 at 6%.
2023111$3,790,972$251,575$22,870iApproximate average salary by contribution assumption: employee only about $571,761 at 4% or $381,174 at 6%; with 50% employer match about $381,174 at 4% or $254,116 at 6%; with 100% employer match about $285,881 at 4% or $190,587 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-11$3,790,972$251,575$22,870iApproximate average salary by contribution assumption: employee only about $571,761 at 4% or $381,174 at 6%; with 50% employer match about $381,174 at 4% or $254,116 at 6%; with 100% employer match about $285,881 at 4% or $190,587 at 6%.
2022111$3,103,295$175,162$15,924iApproximate average salary by contribution assumption: employee only about $398,095 at 4% or $265,397 at 6%; with 50% employer match about $265,397 at 4% or $176,931 at 6%; with 100% employer match about $199,048 at 4% or $132,698 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-11$3,103,295$175,162$15,924iApproximate average salary by contribution assumption: employee only about $398,095 at 4% or $265,397 at 6%; with 50% employer match about $265,397 at 4% or $176,931 at 6%; with 100% employer match about $199,048 at 4% or $132,698 at 6%.
2021111$3,613,843$221,384$20,126iApproximate average salary by contribution assumption: employee only about $503,145 at 4% or $335,430 at 6%; with 50% employer match about $335,430 at 4% or $223,620 at 6%; with 100% employer match about $251,573 at 4% or $167,715 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-11$3,613,843$221,384$20,126iApproximate average salary by contribution assumption: employee only about $503,145 at 4% or $335,430 at 6%; with 50% employer match about $335,430 at 4% or $223,620 at 6%; with 100% employer match about $251,573 at 4% or $167,715 at 6%.
2020112$2,990,967$536,343$44,695iApproximate average salary by contribution assumption: employee only about $1,117,381 at 4% or $744,921 at 6%; with 50% employer match about $744,921 at 4% or $496,614 at 6%; with 100% employer match about $558,691 at 4% or $372,460 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-12$2,990,967$536,343$44,695iApproximate average salary by contribution assumption: employee only about $1,117,381 at 4% or $744,921 at 6%; with 50% employer match about $744,921 at 4% or $496,614 at 6%; with 100% employer match about $558,691 at 4% or $372,460 at 6%.
201911$2,008,403$190,685$190,685iApproximate average salary by contribution assumption: employee only about $4,767,125 at 4% or $3,178,083 at 6%; with 50% employer match about $3,178,083 at 4% or $2,118,722 at 6%; with 100% employer match about $2,383,563 at 4% or $1,589,042 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-1$2,008,403$190,685$190,685iApproximate average salary by contribution assumption: employee only about $4,767,125 at 4% or $3,178,083 at 6%; with 50% employer match about $3,178,083 at 4% or $2,118,722 at 6%; with 100% employer match about $2,383,563 at 4% or $1,589,042 at 6%.
2018110$1,519,383$91,333$9,133iApproximate average salary by contribution assumption: employee only about $228,332 at 4% or $152,222 at 6%; with 50% employer match about $152,222 at 4% or $101,481 at 6%; with 100% employer match about $114,166 at 4% or $76,111 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-10$1,519,383$91,333$9,133iApproximate average salary by contribution assumption: employee only about $228,332 at 4% or $152,222 at 6%; with 50% employer match about $152,222 at 4% or $101,481 at 6%; with 100% employer match about $114,166 at 4% or $76,111 at 6%.
201717$1,524,325$152,108$21,730iApproximate average salary by contribution assumption: employee only about $543,243 at 4% or $362,162 at 6%; with 50% employer match about $362,162 at 4% or $241,441 at 6%; with 100% employer match about $271,621 at 4% or $181,081 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-7$1,524,325$152,108$21,730iApproximate average salary by contribution assumption: employee only about $543,243 at 4% or $362,162 at 6%; with 50% employer match about $362,162 at 4% or $241,441 at 6%; with 100% employer match about $271,621 at 4% or $181,081 at 6%.
2016113$1,271,932$138,494$10,653iApproximate average salary by contribution assumption: employee only about $266,335 at 4% or $177,556 at 6%; with 50% employer match about $177,556 at 4% or $118,371 at 6%; with 100% employer match about $133,167 at 4% or $88,778 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-13$1,271,932$138,494$10,653iApproximate average salary by contribution assumption: employee only about $266,335 at 4% or $177,556 at 6%; with 50% employer match about $177,556 at 4% or $118,371 at 6%; with 100% employer match about $133,167 at 4% or $88,778 at 6%.
201519$1,111,200$94,760$10,529iApproximate average salary by contribution assumption: employee only about $263,222 at 4% or $175,481 at 6%; with 50% employer match about $175,481 at 4% or $116,988 at 6%; with 100% employer match about $131,611 at 4% or $87,741 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-9$1,111,200$94,760$10,529iApproximate average salary by contribution assumption: employee only about $263,222 at 4% or $175,481 at 6%; with 50% employer match about $175,481 at 4% or $116,988 at 6%; with 100% employer match about $131,611 at 4% or $87,741 at 6%.
201419$1,022,344$103,826$11,536iApproximate average salary by contribution assumption: employee only about $288,406 at 4% or $192,270 at 6%; with 50% employer match about $192,270 at 4% or $128,180 at 6%; with 100% employer match about $144,203 at 4% or $96,135 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-9$1,022,344$103,826$11,536iApproximate average salary by contribution assumption: employee only about $288,406 at 4% or $192,270 at 6%; with 50% employer match about $192,270 at 4% or $128,180 at 6%; with 100% employer match about $144,203 at 4% or $96,135 at 6%.
201318$885,175$80,293$10,037iApproximate average salary by contribution assumption: employee only about $250,916 at 4% or $167,277 at 6%; with 50% employer match about $167,277 at 4% or $111,518 at 6%; with 100% employer match about $125,458 at 4% or $83,639 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-8$885,175$80,293$10,037iApproximate average salary by contribution assumption: employee only about $250,916 at 4% or $167,277 at 6%; with 50% employer match about $167,277 at 4% or $111,518 at 6%; with 100% employer match about $125,458 at 4% or $83,639 at 6%.
2012110$1,352,058$135,583$13,558iApproximate average salary by contribution assumption: employee only about $338,958 at 4% or $225,972 at 6%; with 50% employer match about $225,972 at 4% or $150,648 at 6%; with 100% employer match about $169,479 at 4% or $112,986 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-10$1,352,058$135,583$13,558iApproximate average salary by contribution assumption: employee only about $338,958 at 4% or $225,972 at 6%; with 50% employer match about $225,972 at 4% or $150,648 at 6%; with 100% employer match about $169,479 at 4% or $112,986 at 6%.
201119$1,102,335$133,380$14,820iApproximate average salary by contribution assumption: employee only about $370,500 at 4% or $247,000 at 6%; with 50% employer match about $247,000 at 4% or $164,667 at 6%; with 100% employer match about $185,250 at 4% or $123,500 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-9$1,102,335$133,380$14,820iApproximate average salary by contribution assumption: employee only about $370,500 at 4% or $247,000 at 6%; with 50% employer match about $247,000 at 4% or $164,667 at 6%; with 100% employer match about $185,250 at 4% or $123,500 at 6%.
2010110$958,782$151,149$15,115iApproximate average salary by contribution assumption: employee only about $377,873 at 4% or $251,915 at 6%; with 50% employer match about $251,915 at 4% or $167,943 at 6%; with 100% employer match about $188,936 at 4% or $125,958 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-10$958,782$151,149$15,115iApproximate average salary by contribution assumption: employee only about $377,873 at 4% or $251,915 at 6%; with 50% employer match about $251,915 at 4% or $167,943 at 6%; with 100% employer match about $188,936 at 4% or $125,958 at 6%.
2009110$785,312$139,480$13,948iApproximate average salary by contribution assumption: employee only about $348,700 at 4% or $232,467 at 6%; with 50% employer match about $232,467 at 4% or $154,978 at 6%; with 100% employer match about $174,350 at 4% or $116,233 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-10$785,312$139,480$13,948iApproximate average salary by contribution assumption: employee only about $348,700 at 4% or $232,467 at 6%; with 50% employer match about $232,467 at 4% or $154,978 at 6%; with 100% employer match about $174,350 at 4% or $116,233 at 6%.
2008110$532,170$122,977$12,298iApproximate average salary by contribution assumption: employee only about $307,443 at 4% or $204,962 at 6%; with 50% employer match about $204,962 at 4% or $136,641 at 6%; with 100% employer match about $153,721 at 4% or $102,481 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-10$532,170$122,977$12,298iApproximate average salary by contribution assumption: employee only about $307,443 at 4% or $204,962 at 6%; with 50% employer match about $204,962 at 4% or $136,641 at 6%; with 100% employer match about $153,721 at 4% or $102,481 at 6%.
200719$0$0-
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-9---
200619$0$0-
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-9---
200518$253,324$121,513$15,189iApproximate average salary by contribution assumption: employee only about $379,728 at 4% or $253,152 at 6%; with 50% employer match about $253,152 at 4% or $168,768 at 6%; with 100% employer match about $189,864 at 4% or $126,576 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-8$253,324$121,513$15,189iApproximate average salary by contribution assumption: employee only about $379,728 at 4% or $253,152 at 6%; with 50% employer match about $253,152 at 4% or $168,768 at 6%; with 100% employer match about $189,864 at 4% or $126,576 at 6%.
200418$117,645$113,595$14,199iApproximate average salary by contribution assumption: employee only about $354,984 at 4% or $236,656 at 6%; with 50% employer match about $236,656 at 4% or $157,771 at 6%; with 100% employer match about $177,492 at 4% or $118,328 at 6%.
Trss Wealth Management LLC 401 (K) Profit Sharing Plan-8$117,645$113,595$14,199iApproximate average salary by contribution assumption: employee only about $354,984 at 4% or $236,656 at 6%; with 50% employer match about $236,656 at 4% or $157,771 at 6%; with 100% employer match about $177,492 at 4% or $118,328 at 6%.