Civic Intelligence

Trinity Investment Advisors

Plan context: Trinity Investment Advisors 401(K) Profit Sharing Plan

EIN 20-4554635 • West Chester, PA • 17 filings • 3 plans

136 North Church StreetWest Chester, PA 19380
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,249,679

2025 Contributions

$11,466

Historical Graphs

Total Assets Over Time

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

$1,249,679$624,840$0200820182025YearValue
$1,249,679Latest year 2025

Participants Over Time

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

210200720172025YearValue
2Latest year 2025

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
202512$1,249,679$11,466$5,733iApproximate average salary by contribution assumption: employee only about $143,325 at 4% or $95,550 at 6%; with 50% employer match about $95,550 at 4% or $63,700 at 6%; with 100% employer match about $71,663 at 4% or $47,775 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$1,249,679$11,466$5,733iApproximate average salary by contribution assumption: employee only about $143,325 at 4% or $95,550 at 6%; with 50% employer match about $95,550 at 4% or $63,700 at 6%; with 100% employer match about $71,663 at 4% or $47,775 at 6%.
202412$1,102,996$94,633$47,317iApproximate average salary by contribution assumption: employee only about $1,182,913 at 4% or $788,608 at 6%; with 50% employer match about $788,608 at 4% or $525,739 at 6%; with 100% employer match about $591,456 at 4% or $394,304 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$1,102,996$94,633$47,317iApproximate average salary by contribution assumption: employee only about $1,182,913 at 4% or $788,608 at 6%; with 50% employer match about $788,608 at 4% or $525,739 at 6%; with 100% employer match about $591,456 at 4% or $394,304 at 6%.
202312$808,104$36,578$18,289iApproximate average salary by contribution assumption: employee only about $457,225 at 4% or $304,817 at 6%; with 50% employer match about $304,817 at 4% or $203,211 at 6%; with 100% employer match about $228,613 at 4% or $152,408 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$808,104$36,578$18,289iApproximate average salary by contribution assumption: employee only about $457,225 at 4% or $304,817 at 6%; with 50% employer match about $304,817 at 4% or $203,211 at 6%; with 100% employer match about $228,613 at 4% or $152,408 at 6%.
202212$574,085$36,563$18,282iApproximate average salary by contribution assumption: employee only about $457,038 at 4% or $304,692 at 6%; with 50% employer match about $304,692 at 4% or $203,128 at 6%; with 100% employer match about $228,519 at 4% or $152,346 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$574,085$36,563$18,282iApproximate average salary by contribution assumption: employee only about $457,038 at 4% or $304,692 at 6%; with 50% employer match about $304,692 at 4% or $203,128 at 6%; with 100% employer match about $228,519 at 4% or $152,346 at 6%.
202112$682,232$30,147$15,074iApproximate average salary by contribution assumption: employee only about $376,838 at 4% or $251,225 at 6%; with 50% employer match about $251,225 at 4% or $167,483 at 6%; with 100% employer match about $188,419 at 4% or $125,613 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$682,232$30,147$15,074iApproximate average salary by contribution assumption: employee only about $376,838 at 4% or $251,225 at 6%; with 50% employer match about $251,225 at 4% or $167,483 at 6%; with 100% employer match about $188,419 at 4% or $125,613 at 6%.
202012$552,615$30,477$15,239iApproximate average salary by contribution assumption: employee only about $380,963 at 4% or $253,975 at 6%; with 50% employer match about $253,975 at 4% or $169,317 at 6%; with 100% employer match about $190,481 at 4% or $126,988 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$552,615$30,477$15,239iApproximate average salary by contribution assumption: employee only about $380,963 at 4% or $253,975 at 6%; with 50% employer match about $253,975 at 4% or $169,317 at 6%; with 100% employer match about $190,481 at 4% or $126,988 at 6%.
201912$447,641$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$447,641$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
201812$346,805$4,238$2,119iApproximate average salary by contribution assumption: employee only about $52,975 at 4% or $35,317 at 6%; with 50% employer match about $35,317 at 4% or $23,544 at 6%; with 100% employer match about $26,488 at 4% or $17,658 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$346,805$4,238$2,119iApproximate average salary by contribution assumption: employee only about $52,975 at 4% or $35,317 at 6%; with 50% employer match about $35,317 at 4% or $23,544 at 6%; with 100% employer match about $26,488 at 4% or $17,658 at 6%.
201712$385,949$12,220$6,110iApproximate average salary by contribution assumption: employee only about $152,750 at 4% or $101,833 at 6%; with 50% employer match about $101,833 at 4% or $67,889 at 6%; with 100% employer match about $76,375 at 4% or $50,917 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$385,949$12,220$6,110iApproximate average salary by contribution assumption: employee only about $152,750 at 4% or $101,833 at 6%; with 50% employer match about $101,833 at 4% or $67,889 at 6%; with 100% employer match about $76,375 at 4% or $50,917 at 6%.
201612$336,614$15,593$7,797iApproximate average salary by contribution assumption: employee only about $194,913 at 4% or $129,942 at 6%; with 50% employer match about $129,942 at 4% or $86,628 at 6%; with 100% employer match about $97,456 at 4% or $64,971 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$336,614$15,593$7,797iApproximate average salary by contribution assumption: employee only about $194,913 at 4% or $129,942 at 6%; with 50% employer match about $129,942 at 4% or $86,628 at 6%; with 100% employer match about $97,456 at 4% or $64,971 at 6%.
201512$306,423$16,341$8,171iApproximate average salary by contribution assumption: employee only about $204,263 at 4% or $136,175 at 6%; with 50% employer match about $136,175 at 4% or $90,783 at 6%; with 100% employer match about $102,131 at 4% or $68,088 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$306,423$16,341$8,171iApproximate average salary by contribution assumption: employee only about $204,263 at 4% or $136,175 at 6%; with 50% employer match about $136,175 at 4% or $90,783 at 6%; with 100% employer match about $102,131 at 4% or $68,088 at 6%.
201412$291,868$240,249$120,125iApproximate average salary by contribution assumption: employee only about $3,003,113 at 4% or $2,002,075 at 6%; with 50% employer match about $2,002,075 at 4% or $1,334,717 at 6%; with 100% employer match about $1,501,556 at 4% or $1,001,038 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$291,868$240,249$120,125iApproximate average salary by contribution assumption: employee only about $3,003,113 at 4% or $2,002,075 at 6%; with 50% employer match about $2,002,075 at 4% or $1,334,717 at 6%; with 100% employer match about $1,501,556 at 4% or $1,001,038 at 6%.
201312$55,265$14,589$7,295iApproximate average salary by contribution assumption: employee only about $182,363 at 4% or $121,575 at 6%; with 50% employer match about $121,575 at 4% or $81,050 at 6%; with 100% employer match about $91,181 at 4% or $60,788 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$55,265$14,589$7,295iApproximate average salary by contribution assumption: employee only about $182,363 at 4% or $121,575 at 6%; with 50% employer match about $121,575 at 4% or $81,050 at 6%; with 100% employer match about $91,181 at 4% or $60,788 at 6%.
201011$20,439$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-1$20,439$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200911$15,007$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-1$15,007$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200812$10,002$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Trinity Investment Advisors 401(K) Profit Sharing Plan-2$10,002$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200711$0$0-
Trinity Investment Advisors 401(K) Profit Sharing Plan-1---