Civic Intelligence

Trinity Planning Group LLC

Plan context: Trinity Planning Group Retirement Savings Plan

EIN 20-4126407 • Overland Park, KS • 11 filings • 1 plans

10801 Mastin St Ste 370Overland Park, KS 66210-1776
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,411,897

2024 Contributions

$161,916

Historical Graphs

Total Assets Over Time

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

$1,411,897$705,949$0201420192024YearValue
$1,411,897Latest year 2024

Participants Over Time

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

1680201420192024YearValue
13Latest 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
2024113$1,411,897$161,916$12,455iApproximate average salary by contribution assumption: employee only about $311,377 at 4% or $207,585 at 6%; with 50% employer match about $207,585 at 4% or $138,390 at 6%; with 100% employer match about $155,688 at 4% or $103,792 at 6%.
Trinity Planning Group Retirement Savings Plan-13$1,411,897$161,916$12,455iApproximate average salary by contribution assumption: employee only about $311,377 at 4% or $207,585 at 6%; with 50% employer match about $207,585 at 4% or $138,390 at 6%; with 100% employer match about $155,688 at 4% or $103,792 at 6%.
2023110$1,113,325$123,278$12,328iApproximate average salary by contribution assumption: employee only about $308,195 at 4% or $205,463 at 6%; with 50% employer match about $205,463 at 4% or $136,976 at 6%; with 100% employer match about $154,098 at 4% or $102,732 at 6%.
Trinity Planning Group Retirement Savings Plan-10$1,113,325$123,278$12,328iApproximate average salary by contribution assumption: employee only about $308,195 at 4% or $205,463 at 6%; with 50% employer match about $205,463 at 4% or $136,976 at 6%; with 100% employer match about $154,098 at 4% or $102,732 at 6%.
2022111$913,741$152,187$13,835iApproximate average salary by contribution assumption: employee only about $345,880 at 4% or $230,586 at 6%; with 50% employer match about $230,586 at 4% or $153,724 at 6%; with 100% employer match about $172,940 at 4% or $115,293 at 6%.
Trinity Planning Group Retirement Savings Plan-11$913,741$152,187$13,835iApproximate average salary by contribution assumption: employee only about $345,880 at 4% or $230,586 at 6%; with 50% employer match about $230,586 at 4% or $153,724 at 6%; with 100% employer match about $172,940 at 4% or $115,293 at 6%.
202118$974,494$60,293$7,537iApproximate average salary by contribution assumption: employee only about $188,416 at 4% or $125,610 at 6%; with 50% employer match about $125,610 at 4% or $83,740 at 6%; with 100% employer match about $94,208 at 4% or $62,805 at 6%.
Trinity Planning Group Retirement Savings Plan-8$974,494$60,293$7,537iApproximate average salary by contribution assumption: employee only about $188,416 at 4% or $125,610 at 6%; with 50% employer match about $125,610 at 4% or $83,740 at 6%; with 100% employer match about $94,208 at 4% or $62,805 at 6%.
2020116$907,225$138,524$8,658iApproximate average salary by contribution assumption: employee only about $216,444 at 4% or $144,296 at 6%; with 50% employer match about $144,296 at 4% or $96,197 at 6%; with 100% employer match about $108,222 at 4% or $72,148 at 6%.
Trinity Planning Group Retirement Savings Plan-16$907,225$138,524$8,658iApproximate average salary by contribution assumption: employee only about $216,444 at 4% or $144,296 at 6%; with 50% employer match about $144,296 at 4% or $96,197 at 6%; with 100% employer match about $108,222 at 4% or $72,148 at 6%.
2019113$1,064,899$474,373$36,490iApproximate average salary by contribution assumption: employee only about $912,256 at 4% or $608,171 at 6%; with 50% employer match about $608,171 at 4% or $405,447 at 6%; with 100% employer match about $456,128 at 4% or $304,085 at 6%.
Trinity Planning Group Retirement Savings Plan-13$1,064,899$474,373$36,490iApproximate average salary by contribution assumption: employee only about $912,256 at 4% or $608,171 at 6%; with 50% employer match about $608,171 at 4% or $405,447 at 6%; with 100% employer match about $456,128 at 4% or $304,085 at 6%.
2018110$465,356$104,828$10,483iApproximate average salary by contribution assumption: employee only about $262,070 at 4% or $174,713 at 6%; with 50% employer match about $174,713 at 4% or $116,476 at 6%; with 100% employer match about $131,035 at 4% or $87,357 at 6%.
Trinity Planning Group Retirement Savings Plan-10$465,356$104,828$10,483iApproximate average salary by contribution assumption: employee only about $262,070 at 4% or $174,713 at 6%; with 50% employer match about $174,713 at 4% or $116,476 at 6%; with 100% employer match about $131,035 at 4% or $87,357 at 6%.
201719$410,125$142,728$15,859iApproximate average salary by contribution assumption: employee only about $396,467 at 4% or $264,311 at 6%; with 50% employer match about $264,311 at 4% or $176,207 at 6%; with 100% employer match about $198,233 at 4% or $132,156 at 6%.
Trinity Planning Group Retirement Savings Plan-9$410,125$142,728$15,859iApproximate average salary by contribution assumption: employee only about $396,467 at 4% or $264,311 at 6%; with 50% employer match about $264,311 at 4% or $176,207 at 6%; with 100% employer match about $198,233 at 4% or $132,156 at 6%.
2016110$278,971$72,628$7,263iApproximate average salary by contribution assumption: employee only about $181,570 at 4% or $121,047 at 6%; with 50% employer match about $121,047 at 4% or $80,698 at 6%; with 100% employer match about $90,785 at 4% or $60,523 at 6%.
Trinity Planning Group Retirement Savings Plan-10$278,971$72,628$7,263iApproximate average salary by contribution assumption: employee only about $181,570 at 4% or $121,047 at 6%; with 50% employer match about $121,047 at 4% or $80,698 at 6%; with 100% employer match about $90,785 at 4% or $60,523 at 6%.
201518$206,719$106,220$13,278iApproximate average salary by contribution assumption: employee only about $331,938 at 4% or $221,292 at 6%; with 50% employer match about $221,292 at 4% or $147,528 at 6%; with 100% employer match about $165,969 at 4% or $110,646 at 6%.
Trinity Planning Group Retirement Savings Plan-8$206,719$106,220$13,278iApproximate average salary by contribution assumption: employee only about $331,938 at 4% or $221,292 at 6%; with 50% employer match about $221,292 at 4% or $147,528 at 6%; with 100% employer match about $165,969 at 4% or $110,646 at 6%.
201417$102,256$101,613$14,516iApproximate average salary by contribution assumption: employee only about $362,904 at 4% or $241,936 at 6%; with 50% employer match about $241,936 at 4% or $161,290 at 6%; with 100% employer match about $181,452 at 4% or $120,968 at 6%.
Trinity Planning Group Retirement Savings Plan-7$102,256$101,613$14,516iApproximate average salary by contribution assumption: employee only about $362,904 at 4% or $241,936 at 6%; with 50% employer match about $241,936 at 4% or $161,290 at 6%; with 100% employer match about $181,452 at 4% or $120,968 at 6%.