Trinity Institution-Homer Perkins,
Plan context: TRINITY ALLIANCE OF THE CAPITAL REGION 401(K) PLAN
EIN 14-1340122 • Albany, NY • 51 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
82
2024 Assets
$741,542
2024 Contributions
$131,131
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 82 | $741,542 | $131,131 | $1,599iApproximate average salary by contribution assumption: employee only about $39,979 at 4% or $26,653 at 6%; with 50% employer match about $26,653 at 4% or $17,768 at 6%; with 100% employer match about $19,989 at 4% or $13,326 at 6%. |
| TRINITY ALLIANCE OF THE CAPITAL REGION 401(K) PLAN | - | 82 | $741,542 | $131,131 | $1,599iApproximate average salary by contribution assumption: employee only about $39,979 at 4% or $26,653 at 6%; with 50% employer match about $26,653 at 4% or $17,768 at 6%; with 100% employer match about $19,989 at 4% or $13,326 at 6%. |
| 2023 | 1 | 59 | $583,573 | $116,856 | $1,981iApproximate average salary by contribution assumption: employee only about $49,515 at 4% or $33,010 at 6%; with 50% employer match about $33,010 at 4% or $22,007 at 6%; with 100% employer match about $24,758 at 4% or $16,505 at 6%. |
| TRINITY ALLIANCE OF THE CAPITAL REGION 401(K) PLAN | - | 59 | $583,573 | $116,856 | $1,981iApproximate average salary by contribution assumption: employee only about $49,515 at 4% or $33,010 at 6%; with 50% employer match about $33,010 at 4% or $22,007 at 6%; with 100% employer match about $24,758 at 4% or $16,505 at 6%. |
| 2022 | 1 | 57 | $433,243 | $109,248 | $1,917iApproximate average salary by contribution assumption: employee only about $47,916 at 4% or $31,944 at 6%; with 50% employer match about $31,944 at 4% or $21,296 at 6%; with 100% employer match about $23,958 at 4% or $15,972 at 6%. |
| TRINITY ALLIANCE OF THE CAPITAL REGION 401(K) PLAN | - | 57 | $433,243 | $109,248 | $1,917iApproximate average salary by contribution assumption: employee only about $47,916 at 4% or $31,944 at 6%; with 50% employer match about $31,944 at 4% or $21,296 at 6%; with 100% employer match about $23,958 at 4% or $15,972 at 6%. |
| 2021 | 2 | 54 | $429,331 | $419,849 | $7,775iApproximate average salary by contribution assumption: employee only about $194,375 at 4% or $129,583 at 6%; with 50% employer match about $129,583 at 4% or $86,389 at 6%; with 100% employer match about $97,187 at 4% or $64,792 at 6%. |
| TRINITY ALLIANCE OF THE CAPITAL REGION 401(K) PLAN | - | 54 | $429,331 | $419,849 | $7,775iApproximate average salary by contribution assumption: employee only about $194,375 at 4% or $129,583 at 6%; with 50% employer match about $129,583 at 4% or $86,389 at 6%; with 100% employer match about $97,187 at 4% or $64,792 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 71 | $505,832 | $146,764 | $2,067iApproximate average salary by contribution assumption: employee only about $51,677 at 4% or $34,452 at 6%; with 50% employer match about $34,452 at 4% or $22,968 at 6%; with 100% employer match about $25,839 at 4% or $17,226 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 71 | $505,832 | $146,764 | $2,067iApproximate average salary by contribution assumption: employee only about $51,677 at 4% or $34,452 at 6%; with 50% employer match about $34,452 at 4% or $22,968 at 6%; with 100% employer match about $25,839 at 4% or $17,226 at 6%. |
| 2019 | 2 | 71 | $325,305 | $222,176 | $3,129iApproximate average salary by contribution assumption: employee only about $78,231 at 4% or $52,154 at 6%; with 50% employer match about $52,154 at 4% or $34,769 at 6%; with 100% employer match about $39,115 at 4% or $26,077 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 71 | $325,305 | $63,176 | $890iApproximate average salary by contribution assumption: employee only about $22,245 at 4% or $14,830 at 6%; with 50% employer match about $14,830 at 4% or $9,887 at 6%; with 100% employer match about $11,123 at 4% or $7,415 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 0 | $0 | $159,000 | - |
| 2018 | 2 | 66 | $900,116 | $63,014 | $955iApproximate average salary by contribution assumption: employee only about $23,869 at 4% or $15,913 at 6%; with 50% employer match about $15,913 at 4% or $10,608 at 6%; with 100% employer match about $11,934 at 4% or $7,956 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 8 | $590,502 | - | - |
| Trinity Institution Inc. 403B Plan | - | 66 | $309,614 | $63,014 | $955iApproximate average salary by contribution assumption: employee only about $23,869 at 4% or $15,913 at 6%; with 50% employer match about $15,913 at 4% or $10,608 at 6%; with 100% employer match about $11,934 at 4% or $7,956 at 6%. |
| 2017 | 2 | 84 | $983,005 | $32,374 | $385iApproximate average salary by contribution assumption: employee only about $9,635 at 4% or $6,423 at 6%; with 50% employer match about $6,423 at 4% or $4,282 at 6%; with 100% employer match about $4,818 at 4% or $3,212 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 8 | $660,864 | - | - |
| Trinity Institution Inc. 403B Plan | - | 84 | $322,141 | $32,374 | $385iApproximate average salary by contribution assumption: employee only about $9,635 at 4% or $6,423 at 6%; with 50% employer match about $6,423 at 4% or $4,282 at 6%; with 100% employer match about $4,818 at 4% or $3,212 at 6%. |
| 2016 | 2 | 65 | $920,602 | $25,799 | $397iApproximate average salary by contribution assumption: employee only about $9,923 at 4% or $6,615 at 6%; with 50% employer match about $6,615 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,308 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 10 | $632,920 | - | - |
| Trinity Institution Inc. 403B Plan | - | 65 | $287,682 | $25,799 | $397iApproximate average salary by contribution assumption: employee only about $9,923 at 4% or $6,615 at 6%; with 50% employer match about $6,615 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,308 at 6%. |
| 2015 | 2 | 45 | $870,668 | $19,358 | $430iApproximate average salary by contribution assumption: employee only about $10,754 at 4% or $7,170 at 6%; with 50% employer match about $7,170 at 4% or $4,780 at 6%; with 100% employer match about $5,377 at 4% or $3,585 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 10 | $614,481 | - | - |
| Trinity Institution Inc. 403B Plan | - | 45 | $256,187 | $19,358 | $430iApproximate average salary by contribution assumption: employee only about $10,754 at 4% or $7,170 at 6%; with 50% employer match about $7,170 at 4% or $4,780 at 6%; with 100% employer match about $5,377 at 4% or $3,585 at 6%. |
| 2014 | 2 | 27 | $903,283 | $41,623 | $1,542iApproximate average salary by contribution assumption: employee only about $38,540 at 4% or $25,693 at 6%; with 50% employer match about $25,693 at 4% or $17,129 at 6%; with 100% employer match about $19,270 at 4% or $12,847 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 10 | $659,206 | $24,500 | $2,450iApproximate average salary by contribution assumption: employee only about $61,250 at 4% or $40,833 at 6%; with 50% employer match about $40,833 at 4% or $27,222 at 6%; with 100% employer match about $30,625 at 4% or $20,417 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 27 | $244,077 | $17,123 | $634iApproximate average salary by contribution assumption: employee only about $15,855 at 4% or $10,570 at 6%; with 50% employer match about $10,570 at 4% or $7,047 at 6%; with 100% employer match about $7,927 at 4% or $5,285 at 6%. |
| 2013 | 2 | 38 | $935,716 | $32,249 | $849iApproximate average salary by contribution assumption: employee only about $21,216 at 4% or $14,144 at 6%; with 50% employer match about $14,144 at 4% or $9,430 at 6%; with 100% employer match about $10,608 at 4% or $7,072 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 10 | $636,618 | $12,300 | $1,230iApproximate average salary by contribution assumption: employee only about $30,750 at 4% or $20,500 at 6%; with 50% employer match about $20,500 at 4% or $13,667 at 6%; with 100% employer match about $15,375 at 4% or $10,250 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 38 | $299,098 | $19,949 | $525iApproximate average salary by contribution assumption: employee only about $13,124 at 4% or $8,750 at 6%; with 50% employer match about $8,750 at 4% or $5,833 at 6%; with 100% employer match about $6,562 at 4% or $4,375 at 6%. |
| 2012 | 2 | 46 | $779,627 | $42,453 | $923iApproximate average salary by contribution assumption: employee only about $23,072 at 4% or $15,382 at 6%; with 50% employer match about $15,382 at 4% or $10,254 at 6%; with 100% employer match about $11,536 at 4% or $7,691 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 11 | $541,529 | $17,000 | $1,545iApproximate average salary by contribution assumption: employee only about $38,636 at 4% or $25,758 at 6%; with 50% employer match about $25,758 at 4% or $17,172 at 6%; with 100% employer match about $19,318 at 4% or $12,879 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 46 | $238,098 | $25,453 | $553iApproximate average salary by contribution assumption: employee only about $13,833 at 4% or $9,222 at 6%; with 50% employer match about $9,222 at 4% or $6,148 at 6%; with 100% employer match about $6,917 at 4% or $4,611 at 6%. |
| 2011 | 2 | 47 | $691,160 | $33,786 | $719iApproximate average salary by contribution assumption: employee only about $17,971 at 4% or $11,981 at 6%; with 50% employer match about $11,981 at 4% or $7,987 at 6%; with 100% employer match about $8,986 at 4% or $5,990 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 16 | $499,497 | $11,000 | $688iApproximate average salary by contribution assumption: employee only about $17,188 at 4% or $11,458 at 6%; with 50% employer match about $11,458 at 4% or $7,639 at 6%; with 100% employer match about $8,594 at 4% or $5,729 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 47 | $191,663 | $22,786 | $485iApproximate average salary by contribution assumption: employee only about $12,120 at 4% or $8,080 at 6%; with 50% employer match about $8,080 at 4% or $5,387 at 6%; with 100% employer match about $6,060 at 4% or $4,040 at 6%. |
| 2010 | 5 | 37 | $722,583 | $52,128 | $1,409iApproximate average salary by contribution assumption: employee only about $35,222 at 4% or $23,481 at 6%; with 50% employer match about $23,481 at 4% or $15,654 at 6%; with 100% employer match about $17,611 at 4% or $11,741 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 15 | $544,957 | $17,900 | $1,193iApproximate average salary by contribution assumption: employee only about $29,833 at 4% or $19,889 at 6%; with 50% employer match about $19,889 at 4% or $13,259 at 6%; with 100% employer match about $14,917 at 4% or $9,944 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 37 | $177,626 | $34,228 | $925iApproximate average salary by contribution assumption: employee only about $23,127 at 4% or $15,418 at 6%; with 50% employer match about $15,418 at 4% or $10,279 at 6%; with 100% employer match about $11,564 at 4% or $7,709 at 6%. |
| Trinity Institution Inc. 403B Plan | - | - | - | - | - |
| Trinity Institution Inc. 403B Plan | - | - | - | - | - |
| Trinity Institution Inc. 403B Plan | - | - | - | - | - |
| 2009 | 2 | 29 | $584,418 | $57,720 | $1,990iApproximate average salary by contribution assumption: employee only about $49,759 at 4% or $33,172 at 6%; with 50% employer match about $33,172 at 4% or $22,115 at 6%; with 100% employer match about $24,879 at 4% or $16,586 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 16 | $462,631 | $16,665 | $1,042iApproximate average salary by contribution assumption: employee only about $26,039 at 4% or $17,359 at 6%; with 50% employer match about $17,359 at 4% or $11,573 at 6%; with 100% employer match about $13,020 at 4% or $8,680 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 29 | $121,787 | $41,055 | $1,416iApproximate average salary by contribution assumption: employee only about $35,392 at 4% or $23,595 at 6%; with 50% employer match about $23,595 at 4% or $15,730 at 6%; with 100% employer match about $17,696 at 4% or $11,797 at 6%. |
| 2008 | 2 | 4 | $364,479 | $56,770 | $14,193iApproximate average salary by contribution assumption: employee only about $354,813 at 4% or $236,542 at 6%; with 50% employer match about $236,542 at 4% or $157,694 at 6%; with 100% employer match about $177,406 at 4% or $118,271 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 4 | $364,479 | $56,770 | $14,193iApproximate average salary by contribution assumption: employee only about $354,813 at 4% or $236,542 at 6%; with 50% employer match about $236,542 at 4% or $157,694 at 6%; with 100% employer match about $177,406 at 4% or $118,271 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| Employee Benefits Plan of Trinity Institution Inc. | - | 4 | - | - | - |
| 2006 | 2 | 5 | $437,314 | $29,400 | $5,880iApproximate average salary by contribution assumption: employee only about $147,000 at 4% or $98,000 at 6%; with 50% employer match about $98,000 at 4% or $65,333 at 6%; with 100% employer match about $73,500 at 4% or $49,000 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 5 | $437,314 | $29,400 | $5,880iApproximate average salary by contribution assumption: employee only about $147,000 at 4% or $98,000 at 6%; with 50% employer match about $98,000 at 4% or $65,333 at 6%; with 100% employer match about $73,500 at 4% or $49,000 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| 2005 | 2 | 5 | $383,430 | $44,103 | $8,821iApproximate average salary by contribution assumption: employee only about $220,515 at 4% or $147,010 at 6%; with 50% employer match about $147,010 at 4% or $98,007 at 6%; with 100% employer match about $110,258 at 4% or $73,505 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 5 | $383,430 | $44,103 | $8,821iApproximate average salary by contribution assumption: employee only about $220,515 at 4% or $147,010 at 6%; with 50% employer match about $147,010 at 4% or $98,007 at 6%; with 100% employer match about $110,258 at 4% or $73,505 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| 2004 | 2 | 6 | $347,913 | $30,100 | $5,017iApproximate average salary by contribution assumption: employee only about $125,417 at 4% or $83,611 at 6%; with 50% employer match about $83,611 at 4% or $55,741 at 6%; with 100% employer match about $62,708 at 4% or $41,806 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 6 | $347,913 | $30,100 | $5,017iApproximate average salary by contribution assumption: employee only about $125,417 at 4% or $83,611 at 6%; with 50% employer match about $83,611 at 4% or $55,741 at 6%; with 100% employer match about $62,708 at 4% or $41,806 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| 2003 | 2 | 7 | $324,152 | $0 | - |
| Employee Benefits Plan of Trinity Institution Inc. | - | 7 | $324,152 | - | - |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| 2002 | 2 | 7 | $298,426 | $8,000 | $1,143iApproximate average salary by contribution assumption: employee only about $28,571 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,698 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 7 | $298,426 | $8,000 | $1,143iApproximate average salary by contribution assumption: employee only about $28,571 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,698 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| Employee Benefits Plan of Trinity Institution Inc. | - | 7 | - | - | - |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| 2000 | 2 | 7 | $445,307 | $21,887 | $3,127iApproximate average salary by contribution assumption: employee only about $78,168 at 4% or $52,112 at 6%; with 50% employer match about $52,112 at 4% or $34,741 at 6%; with 100% employer match about $39,084 at 4% or $26,056 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 7 | $445,307 | $21,887 | $3,127iApproximate average salary by contribution assumption: employee only about $78,168 at 4% or $52,112 at 6%; with 50% employer match about $52,112 at 4% or $34,741 at 6%; with 100% employer match about $39,084 at 4% or $26,056 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |
| 1999 | 2 | 8 | $493,809 | $9,000 | $1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%. |
| Employee Benefits Plan of Trinity Institution Inc. | - | 8 | $493,809 | $9,000 | $1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%. |
| Trinity Institution Inc. 403B Plan | - | 0 | - | - | - |