Civic Intelligence

Tri Stone Consulants Inc.

Plan context: Tri Stone Consultants Inc. Cash Balance Plan

EIN 11-3067413 • Merrick, NY • 18 filings • 2 plans

3178 Clubhouse RoadMerrick, NY 11566
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,922,792

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,922,792$961,396$0201620202024YearValue
$1,922,792Latest year 2024

Participants Over Time

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

210201620202024YearValue
2Latest 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
202422$1,922,792$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$1,371,518--
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$551,274$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202322$1,699,456$238,000$119,000iApproximate average salary by contribution assumption: employee only about $2,975,000 at 4% or $1,983,333 at 6%; with 50% employer match about $1,983,333 at 4% or $1,322,222 at 6%; with 100% employer match about $1,487,500 at 4% or $991,667 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$1,220,122$169,000$84,500iApproximate average salary by contribution assumption: employee only about $2,112,500 at 4% or $1,408,333 at 6%; with 50% employer match about $1,408,333 at 4% or $938,889 at 6%; with 100% employer match about $1,056,250 at 4% or $704,167 at 6%.
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$479,334$69,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
202222$1,279,910$308,000$154,000iApproximate average salary by contribution assumption: employee only about $3,850,000 at 4% or $2,566,667 at 6%; with 50% employer match about $2,566,667 at 4% or $1,711,111 at 6%; with 100% employer match about $1,925,000 at 4% or $1,283,333 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$922,044$245,000$122,500iApproximate average salary by contribution assumption: employee only about $3,062,500 at 4% or $2,041,667 at 6%; with 50% employer match about $2,041,667 at 4% or $1,361,111 at 6%; with 100% employer match about $1,531,250 at 4% or $1,020,833 at 6%.
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$357,866$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
202122$1,170,212$152,852$76,426iApproximate average salary by contribution assumption: employee only about $1,910,650 at 4% or $1,273,767 at 6%; with 50% employer match about $1,273,767 at 4% or $849,178 at 6%; with 100% employer match about $955,325 at 4% or $636,883 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$815,152$91,852$45,926iApproximate average salary by contribution assumption: employee only about $1,148,150 at 4% or $765,433 at 6%; with 50% employer match about $765,433 at 4% or $510,289 at 6%; with 100% employer match about $574,075 at 4% or $382,717 at 6%.
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$355,060$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
202022$900,342$219,897$109,949iApproximate average salary by contribution assumption: employee only about $2,748,713 at 4% or $1,832,475 at 6%; with 50% employer match about $1,832,475 at 4% or $1,221,650 at 6%; with 100% employer match about $1,374,356 at 4% or $916,238 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$635,896$158,897$79,449iApproximate average salary by contribution assumption: employee only about $1,986,213 at 4% or $1,324,142 at 6%; with 50% employer match about $1,324,142 at 4% or $882,761 at 6%; with 100% employer match about $993,106 at 4% or $662,071 at 6%.
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$264,446$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
201922$599,773$101,088$50,544iApproximate average salary by contribution assumption: employee only about $1,263,600 at 4% or $842,400 at 6%; with 50% employer match about $842,400 at 4% or $561,600 at 6%; with 100% employer match about $631,800 at 4% or $421,200 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$417,920$46,888$23,444iApproximate average salary by contribution assumption: employee only about $586,100 at 4% or $390,733 at 6%; with 50% employer match about $390,733 at 4% or $260,489 at 6%; with 100% employer match about $293,050 at 4% or $195,367 at 6%.
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$181,853$54,200$27,100iApproximate average salary by contribution assumption: employee only about $677,500 at 4% or $451,667 at 6%; with 50% employer match about $451,667 at 4% or $301,111 at 6%; with 100% employer match about $338,750 at 4% or $225,833 at 6%.
201822$422,852$133,522$66,761iApproximate average salary by contribution assumption: employee only about $1,669,025 at 4% or $1,112,683 at 6%; with 50% employer match about $1,112,683 at 4% or $741,789 at 6%; with 100% employer match about $834,513 at 4% or $556,342 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$316,153$80,322$40,161iApproximate average salary by contribution assumption: employee only about $1,004,025 at 4% or $669,350 at 6%; with 50% employer match about $669,350 at 4% or $446,233 at 6%; with 100% employer match about $502,013 at 4% or $334,675 at 6%.
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$106,699$53,200$26,600iApproximate average salary by contribution assumption: employee only about $665,000 at 4% or $443,333 at 6%; with 50% employer match about $443,333 at 4% or $295,556 at 6%; with 100% employer match about $332,500 at 4% or $221,667 at 6%.
201722$275,689$98,877$49,439iApproximate average salary by contribution assumption: employee only about $1,235,963 at 4% or $823,975 at 6%; with 50% employer match about $823,975 at 4% or $549,317 at 6%; with 100% employer match about $617,981 at 4% or $411,988 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$217,784$71,169$35,585iApproximate average salary by contribution assumption: employee only about $889,613 at 4% or $593,075 at 6%; with 50% employer match about $593,075 at 4% or $395,383 at 6%; with 100% employer match about $444,806 at 4% or $296,538 at 6%.
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$57,905$27,708$13,854iApproximate average salary by contribution assumption: employee only about $346,350 at 4% or $230,900 at 6%; with 50% employer match about $230,900 at 4% or $153,933 at 6%; with 100% employer match about $173,175 at 4% or $115,450 at 6%.
201622$163,638$163,638$81,819iApproximate average salary by contribution assumption: employee only about $2,045,475 at 4% or $1,363,650 at 6%; with 50% employer match about $1,363,650 at 4% or $909,100 at 6%; with 100% employer match about $1,022,738 at 4% or $681,825 at 6%.
Tri Stone Consultants Inc. Cash Balance Plan-2$133,638$133,638$66,819iApproximate average salary by contribution assumption: employee only about $1,670,475 at 4% or $1,113,650 at 6%; with 50% employer match about $1,113,650 at 4% or $742,433 at 6%; with 100% employer match about $835,238 at 4% or $556,825 at 6%.
Tri Stone Consulants Inc. 401(K) Profit Sharing Plan-2$30,000$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.