Civic Intelligence

Trc Financial Insurance Svcs.

Plan context: Trc Financial Insurance Services Retirement Savings Plan

EIN 14-1892029 • Irvine, CA • 14 filings • 1 plans

1 Post, Ste. 150Irvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,781,299

2024 Contributions

$57,791

Historical Graphs

Total Assets Over Time

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

$1,781,299$890,650$0201120182024YearValue
$1,781,299Latest year 2024

Participants Over Time

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

840201120182024YearValue
4Latest 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
202414$1,781,299$57,791$14,448iApproximate average salary by contribution assumption: employee only about $361,194 at 4% or $240,796 at 6%; with 50% employer match about $240,796 at 4% or $160,531 at 6%; with 100% employer match about $180,597 at 4% or $120,398 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-4$1,781,299$57,791$14,448iApproximate average salary by contribution assumption: employee only about $361,194 at 4% or $240,796 at 6%; with 50% employer match about $240,796 at 4% or $160,531 at 6%; with 100% employer match about $180,597 at 4% or $120,398 at 6%.
202316$1,499,349$76,572$12,762iApproximate average salary by contribution assumption: employee only about $319,050 at 4% or $212,700 at 6%; with 50% employer match about $212,700 at 4% or $141,800 at 6%; with 100% employer match about $159,525 at 4% or $106,350 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-6$1,499,349$76,572$12,762iApproximate average salary by contribution assumption: employee only about $319,050 at 4% or $212,700 at 6%; with 50% employer match about $212,700 at 4% or $141,800 at 6%; with 100% employer match about $159,525 at 4% or $106,350 at 6%.
202215$1,206,666$73,346$14,669iApproximate average salary by contribution assumption: employee only about $366,730 at 4% or $244,487 at 6%; with 50% employer match about $244,487 at 4% or $162,991 at 6%; with 100% employer match about $183,365 at 4% or $122,243 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-5$1,206,666$73,346$14,669iApproximate average salary by contribution assumption: employee only about $366,730 at 4% or $244,487 at 6%; with 50% employer match about $244,487 at 4% or $162,991 at 6%; with 100% employer match about $183,365 at 4% or $122,243 at 6%.
202116$1,448,966$64,674$10,779iApproximate average salary by contribution assumption: employee only about $269,475 at 4% or $179,650 at 6%; with 50% employer match about $179,650 at 4% or $119,767 at 6%; with 100% employer match about $134,738 at 4% or $89,825 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-6$1,448,966$64,674$10,779iApproximate average salary by contribution assumption: employee only about $269,475 at 4% or $179,650 at 6%; with 50% employer match about $179,650 at 4% or $119,767 at 6%; with 100% employer match about $134,738 at 4% or $89,825 at 6%.
202017$1,361,771$51,673$7,382iApproximate average salary by contribution assumption: employee only about $184,546 at 4% or $123,031 at 6%; with 50% employer match about $123,031 at 4% or $82,021 at 6%; with 100% employer match about $92,273 at 4% or $61,515 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-7$1,361,771$51,673$7,382iApproximate average salary by contribution assumption: employee only about $184,546 at 4% or $123,031 at 6%; with 50% employer match about $123,031 at 4% or $82,021 at 6%; with 100% employer match about $92,273 at 4% or $61,515 at 6%.
201916$1,005,631$52,256$8,709iApproximate average salary by contribution assumption: employee only about $217,733 at 4% or $145,156 at 6%; with 50% employer match about $145,156 at 4% or $96,770 at 6%; with 100% employer match about $108,867 at 4% or $72,578 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-6$1,005,631$52,256$8,709iApproximate average salary by contribution assumption: employee only about $217,733 at 4% or $145,156 at 6%; with 50% employer match about $145,156 at 4% or $96,770 at 6%; with 100% employer match about $108,867 at 4% or $72,578 at 6%.
201818$900,061$30,953$3,869iApproximate average salary by contribution assumption: employee only about $96,728 at 4% or $64,485 at 6%; with 50% employer match about $64,485 at 4% or $42,990 at 6%; with 100% employer match about $48,364 at 4% or $32,243 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-8$900,061$30,953$3,869iApproximate average salary by contribution assumption: employee only about $96,728 at 4% or $64,485 at 6%; with 50% employer match about $64,485 at 4% or $42,990 at 6%; with 100% employer match about $48,364 at 4% or $32,243 at 6%.
201716$872,093$28,341$4,724iApproximate average salary by contribution assumption: employee only about $118,088 at 4% or $78,725 at 6%; with 50% employer match about $78,725 at 4% or $52,483 at 6%; with 100% employer match about $59,044 at 4% or $39,363 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-6$872,093$28,341$4,724iApproximate average salary by contribution assumption: employee only about $118,088 at 4% or $78,725 at 6%; with 50% employer match about $78,725 at 4% or $52,483 at 6%; with 100% employer match about $59,044 at 4% or $39,363 at 6%.
201616$717,301$119,263$19,877iApproximate average salary by contribution assumption: employee only about $496,929 at 4% or $331,286 at 6%; with 50% employer match about $331,286 at 4% or $220,857 at 6%; with 100% employer match about $248,465 at 4% or $165,643 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-6$717,301$119,263$19,877iApproximate average salary by contribution assumption: employee only about $496,929 at 4% or $331,286 at 6%; with 50% employer match about $331,286 at 4% or $220,857 at 6%; with 100% employer match about $248,465 at 4% or $165,643 at 6%.
201515$569,210$115,969$23,194iApproximate average salary by contribution assumption: employee only about $579,845 at 4% or $386,563 at 6%; with 50% employer match about $386,563 at 4% or $257,709 at 6%; with 100% employer match about $289,923 at 4% or $193,282 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-5$569,210$115,969$23,194iApproximate average salary by contribution assumption: employee only about $579,845 at 4% or $386,563 at 6%; with 50% employer match about $386,563 at 4% or $257,709 at 6%; with 100% employer match about $289,923 at 4% or $193,282 at 6%.
201415$444,777$111,710$22,342iApproximate average salary by contribution assumption: employee only about $558,550 at 4% or $372,367 at 6%; with 50% employer match about $372,367 at 4% or $248,244 at 6%; with 100% employer match about $279,275 at 4% or $186,183 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-5$444,777$111,710$22,342iApproximate average salary by contribution assumption: employee only about $558,550 at 4% or $372,367 at 6%; with 50% employer match about $372,367 at 4% or $248,244 at 6%; with 100% employer match about $279,275 at 4% or $186,183 at 6%.
201317$338,404$104,533$14,933iApproximate average salary by contribution assumption: employee only about $373,332 at 4% or $248,888 at 6%; with 50% employer match about $248,888 at 4% or $165,925 at 6%; with 100% employer match about $186,666 at 4% or $124,444 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-7$338,404$104,533$14,933iApproximate average salary by contribution assumption: employee only about $373,332 at 4% or $248,888 at 6%; with 50% employer match about $248,888 at 4% or $165,925 at 6%; with 100% employer match about $186,666 at 4% or $124,444 at 6%.
201216$230,095$107,508$17,918iApproximate average salary by contribution assumption: employee only about $447,950 at 4% or $298,633 at 6%; with 50% employer match about $298,633 at 4% or $199,089 at 6%; with 100% employer match about $223,975 at 4% or $149,317 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-6$230,095$107,508$17,918iApproximate average salary by contribution assumption: employee only about $447,950 at 4% or $298,633 at 6%; with 50% employer match about $298,633 at 4% or $199,089 at 6%; with 100% employer match about $223,975 at 4% or $149,317 at 6%.
201116$122,583$122,583$20,431iApproximate average salary by contribution assumption: employee only about $510,763 at 4% or $340,508 at 6%; with 50% employer match about $340,508 at 4% or $227,006 at 6%; with 100% employer match about $255,381 at 4% or $170,254 at 6%.
Trc Financial Insurance Services Retirement Savings Plan-6$122,583$122,583$20,431iApproximate average salary by contribution assumption: employee only about $510,763 at 4% or $340,508 at 6%; with 50% employer match about $340,508 at 4% or $227,006 at 6%; with 100% employer match about $255,381 at 4% or $170,254 at 6%.