Civic Intelligence

Trg Advisors Inc.

Plan context: Trg Advisors Inc. 401(K) Plan

EIN 16-1533600 • Lakewood Ranch, FL • 18 filings • 6 plans

8470 Enterprise CircleSuite 110-eLakewood Ranch, FL 34202
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$288,681

2024 Contributions

$27,500

Historical Graphs

Total Assets Over Time

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

$430,002$215,001$0200520162024YearValue
$288,681Latest year 2024

Participants Over Time

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

420200520162024YearValue
1Latest 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
202411$288,681$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Trg Advisors Inc. 401(K) Plan-1$288,681$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
202313$353,424$68,363$22,788iApproximate average salary by contribution assumption: employee only about $569,692 at 4% or $379,794 at 6%; with 50% employer match about $379,794 at 4% or $253,196 at 6%; with 100% employer match about $284,846 at 4% or $189,897 at 6%.
Trg Advisors Inc. 401(K) Plan-3$353,424$68,363$22,788iApproximate average salary by contribution assumption: employee only about $569,692 at 4% or $379,794 at 6%; with 50% employer match about $379,794 at 4% or $253,196 at 6%; with 100% employer match about $284,846 at 4% or $189,897 at 6%.
202213$242,747$84,210$28,070iApproximate average salary by contribution assumption: employee only about $701,750 at 4% or $467,833 at 6%; with 50% employer match about $467,833 at 4% or $311,889 at 6%; with 100% employer match about $350,875 at 4% or $233,917 at 6%.
Trg Advisors Inc. 401(K) Plan-3$242,747$84,210$28,070iApproximate average salary by contribution assumption: employee only about $701,750 at 4% or $467,833 at 6%; with 50% employer match about $467,833 at 4% or $311,889 at 6%; with 100% employer match about $350,875 at 4% or $233,917 at 6%.
202113$210,660$46,460$15,487iApproximate average salary by contribution assumption: employee only about $387,167 at 4% or $258,111 at 6%; with 50% employer match about $258,111 at 4% or $172,074 at 6%; with 100% employer match about $193,583 at 4% or $129,056 at 6%.
Trg Advisors Inc. 401(K) Plan-3$210,660$46,460$15,487iApproximate average salary by contribution assumption: employee only about $387,167 at 4% or $258,111 at 6%; with 50% employer match about $258,111 at 4% or $172,074 at 6%; with 100% employer match about $193,583 at 4% or $129,056 at 6%.
202013$137,822$39,458$13,153iApproximate average salary by contribution assumption: employee only about $328,817 at 4% or $219,211 at 6%; with 50% employer match about $219,211 at 4% or $146,141 at 6%; with 100% employer match about $164,408 at 4% or $109,606 at 6%.
Trg Advisors Inc. 401(K) Plan-3$137,822$39,458$13,153iApproximate average salary by contribution assumption: employee only about $328,817 at 4% or $219,211 at 6%; with 50% employer match about $219,211 at 4% or $146,141 at 6%; with 100% employer match about $164,408 at 4% or $109,606 at 6%.
201913$275,695$44,869$14,956iApproximate average salary by contribution assumption: employee only about $373,908 at 4% or $249,272 at 6%; with 50% employer match about $249,272 at 4% or $166,181 at 6%; with 100% employer match about $186,954 at 4% or $124,636 at 6%.
Trg Advisors Inc. 401(K) Plan-3$275,695$44,869$14,956iApproximate average salary by contribution assumption: employee only about $373,908 at 4% or $249,272 at 6%; with 50% employer match about $249,272 at 4% or $166,181 at 6%; with 100% employer match about $186,954 at 4% or $124,636 at 6%.
201814$341,495$46,106$11,527iApproximate average salary by contribution assumption: employee only about $288,163 at 4% or $192,108 at 6%; with 50% employer match about $192,108 at 4% or $128,072 at 6%; with 100% employer match about $144,081 at 4% or $96,054 at 6%.
Trg Advisors Inc. 401(K) Plan-4$341,495$46,106$11,527iApproximate average salary by contribution assumption: employee only about $288,163 at 4% or $192,108 at 6%; with 50% employer match about $192,108 at 4% or $128,072 at 6%; with 100% employer match about $144,081 at 4% or $96,054 at 6%.
201714$430,002$48,924$12,231iApproximate average salary by contribution assumption: employee only about $305,775 at 4% or $203,850 at 6%; with 50% employer match about $203,850 at 4% or $135,900 at 6%; with 100% employer match about $152,888 at 4% or $101,925 at 6%.
Trg Advisors Inc. 401(K) Plan-4$430,002$48,924$12,231iApproximate average salary by contribution assumption: employee only about $305,775 at 4% or $203,850 at 6%; with 50% employer match about $203,850 at 4% or $135,900 at 6%; with 100% employer match about $152,888 at 4% or $101,925 at 6%.
201613$322,346$42,662$14,221iApproximate average salary by contribution assumption: employee only about $355,517 at 4% or $237,011 at 6%; with 50% employer match about $237,011 at 4% or $158,007 at 6%; with 100% employer match about $177,758 at 4% or $118,506 at 6%.
Trg Advisors Inc. 401(K) Plan-3$322,346$42,662$14,221iApproximate average salary by contribution assumption: employee only about $355,517 at 4% or $237,011 at 6%; with 50% employer match about $237,011 at 4% or $158,007 at 6%; with 100% employer match about $177,758 at 4% or $118,506 at 6%.
201512$262,300$48,470$24,235iApproximate average salary by contribution assumption: employee only about $605,875 at 4% or $403,917 at 6%; with 50% employer match about $403,917 at 4% or $269,278 at 6%; with 100% employer match about $302,938 at 4% or $201,958 at 6%.
Trg Advisors Inc. 401(K) Plan-2$262,300$48,470$24,235iApproximate average salary by contribution assumption: employee only about $605,875 at 4% or $403,917 at 6%; with 50% employer match about $403,917 at 4% or $269,278 at 6%; with 100% employer match about $302,938 at 4% or $201,958 at 6%.
201412$319,597$48,262$24,131iApproximate average salary by contribution assumption: employee only about $603,275 at 4% or $402,183 at 6%; with 50% employer match about $402,183 at 4% or $268,122 at 6%; with 100% employer match about $301,638 at 4% or $201,092 at 6%.
Trg Advisors Inc. 401(K) Plan-2$319,597$48,262$24,131iApproximate average salary by contribution assumption: employee only about $603,275 at 4% or $402,183 at 6%; with 50% employer match about $402,183 at 4% or $268,122 at 6%; with 100% employer match about $301,638 at 4% or $201,092 at 6%.
201312$259,824$200$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
Trg Advisors Inc. 401(K) Plan-2$259,824$200$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
201212$361,711$0-
Trg Advisors Inc. 401(K) Plan-2$361,711--
201112$335,136$3,600$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Trg Advisors Inc. 401(K) Plan-2$335,136$3,600$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
201012$332,014$29,200$14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%.
Trg Advisors Inc. 401(K) Plan-2$332,014$29,200$14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%.
200922$265,108$0-
Trg Advisors Inc. 401(K) Plan-2$265,108$0-
Trg Advisors Inc. 401(K) Plan-----
200512$98,694$85,585$42,793iApproximate average salary by contribution assumption: employee only about $1,069,813 at 4% or $713,208 at 6%; with 50% employer match about $713,208 at 4% or $475,472 at 6%; with 100% employer match about $534,906 at 4% or $356,604 at 6%.
Trg Advisors Inc. 401(K) Plan-2$98,694$85,585$42,793iApproximate average salary by contribution assumption: employee only about $1,069,813 at 4% or $713,208 at 6%; with 50% employer match about $713,208 at 4% or $475,472 at 6%; with 100% employer match about $534,906 at 4% or $356,604 at 6%.