Trimark Investments Inc.
Plan context: TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN
EIN 13-3280221 • Greenwich, CT • 24 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$13,516,367
2023 Contributions
$6,877,639
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 4 | $13,516,367 | $0 | - |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $13,516,367 | $0 | - |
| 2022 | 1 | 4 | $12,117,366 | $0 | - |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $12,117,366 | $0 | - |
| 2021 | 1 | 4 | $10,198,539 | $0 | - |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $10,198,539 | $0 | - |
| 2020 | 1 | 4 | $11,927,571 | $0 | - |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $11,927,571 | $0 | - |
| 2019 | 1 | 4 | $10,027,894 | $0 | - |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $10,027,894 | $0 | - |
| 2018 | 1 | 4 | $11,914,282 | $0 | - |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $11,914,282 | $0 | - |
| 2017 | 1 | 4 | $9,377,502 | $0 | - |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $9,377,502 | $0 | - |
| 2016 | 1 | 4 | $9,162,737 | $0 | - |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $9,162,737 | $0 | - |
| 2015 | 2 | 4 | $8,566,206 | $6,877,639 | $1,719,410iApproximate average salary by contribution assumption: employee only about $42,985,244 at 4% or $28,656,829 at 6%; with 50% employer match about $28,656,829 at 4% or $19,104,553 at 6%; with 100% employer match about $21,492,622 at 4% or $14,328,415 at 6%. |
| TRIMARK INVESTMENTS, INC. PROFIT SHARING PLAN | - | 4 | $8,566,206 | $6,877,639 | $1,719,410iApproximate average salary by contribution assumption: employee only about $42,985,244 at 4% or $28,656,829 at 6%; with 50% employer match about $28,656,829 at 4% or $19,104,553 at 6%; with 100% employer match about $21,492,622 at 4% or $14,328,415 at 6%. |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 4 | $8,235,644 | $0 | - |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 4 | $8,235,644 | $0 | - |
| 2013 | 1 | 5 | $8,027,874 | $16,479 | $3,296iApproximate average salary by contribution assumption: employee only about $82,395 at 4% or $54,930 at 6%; with 50% employer match about $54,930 at 4% or $36,620 at 6%; with 100% employer match about $41,198 at 4% or $27,465 at 6%. |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 5 | $8,027,874 | $16,479 | $3,296iApproximate average salary by contribution assumption: employee only about $82,395 at 4% or $54,930 at 6%; with 50% employer match about $54,930 at 4% or $36,620 at 6%; with 100% employer match about $41,198 at 4% or $27,465 at 6%. |
| 2011 | 1 | 4 | $7,467,827 | $716,363 | $179,091iApproximate average salary by contribution assumption: employee only about $4,477,269 at 4% or $2,984,846 at 6%; with 50% employer match about $2,984,846 at 4% or $1,989,897 at 6%; with 100% employer match about $2,238,634 at 4% or $1,492,423 at 6%. |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 4 | $7,467,827 | $716,363 | $179,091iApproximate average salary by contribution assumption: employee only about $4,477,269 at 4% or $2,984,846 at 6%; with 50% employer match about $2,984,846 at 4% or $1,989,897 at 6%; with 100% employer match about $2,238,634 at 4% or $1,492,423 at 6%. |
| 2010 | 1 | 4 | $6,954,490 | $715,883 | $178,971iApproximate average salary by contribution assumption: employee only about $4,474,269 at 4% or $2,982,846 at 6%; with 50% employer match about $2,982,846 at 4% or $1,988,564 at 6%; with 100% employer match about $2,237,134 at 4% or $1,491,423 at 6%. |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 4 | $6,954,490 | $715,883 | $178,971iApproximate average salary by contribution assumption: employee only about $4,474,269 at 4% or $2,982,846 at 6%; with 50% employer match about $2,982,846 at 4% or $1,988,564 at 6%; with 100% employer match about $2,237,134 at 4% or $1,491,423 at 6%. |
| 2009 | 1 | 5 | $7,483,016 | $765,457 | $153,091iApproximate average salary by contribution assumption: employee only about $3,827,285 at 4% or $2,551,523 at 6%; with 50% employer match about $2,551,523 at 4% or $1,701,016 at 6%; with 100% employer match about $1,913,643 at 4% or $1,275,762 at 6%. |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 5 | $7,483,016 | $765,457 | $153,091iApproximate average salary by contribution assumption: employee only about $3,827,285 at 4% or $2,551,523 at 6%; with 50% employer match about $2,551,523 at 4% or $1,701,016 at 6%; with 100% employer match about $1,913,643 at 4% or $1,275,762 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $0 | $0 | - |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2005 | 1 | 5 | $0 | $0 | - |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2004 | 1 | 5 | $4,027,706 | $257,079 | $51,416iApproximate average salary by contribution assumption: employee only about $1,285,395 at 4% or $856,930 at 6%; with 50% employer match about $856,930 at 4% or $571,287 at 6%; with 100% employer match about $642,698 at 4% or $428,465 at 6%. |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 5 | $4,027,706 | $257,079 | $51,416iApproximate average salary by contribution assumption: employee only about $1,285,395 at 4% or $856,930 at 6%; with 50% employer match about $856,930 at 4% or $571,287 at 6%; with 100% employer match about $642,698 at 4% or $428,465 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $748,325 | $99,152 | $24,788iApproximate average salary by contribution assumption: employee only about $619,700 at 4% or $413,133 at 6%; with 50% employer match about $413,133 at 4% or $275,422 at 6%; with 100% employer match about $309,850 at 4% or $206,567 at 6%. |
| Trimark Investments Inc. Defined Benefit Pension Plan | - | 4 | $748,325 | $99,152 | $24,788iApproximate average salary by contribution assumption: employee only about $619,700 at 4% or $413,133 at 6%; with 50% employer match about $413,133 at 4% or $275,422 at 6%; with 100% employer match about $309,850 at 4% or $206,567 at 6%. |