Civic Intelligence

Hph Financial Corp DBA Trilogy Wealth Advisors

Plan context: Trilogy Wealth Advisors 401(K) Plan

EIN 20-5809657 • Bryan, OH • 12 filings • 1 plans

516 E. High StreetBryan, OH 43506
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,731,616

2025 Contributions

$206,603

Historical Graphs

Total Assets Over Time

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

$1,731,616$865,808$0201420202025YearValue
$1,731,616Latest year 2025

Participants Over Time

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

1050201420202025YearValue
9Latest 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
202519$1,731,616$206,603$22,956iApproximate average salary by contribution assumption: employee only about $573,897 at 4% or $382,598 at 6%; with 50% employer match about $382,598 at 4% or $255,065 at 6%; with 100% employer match about $286,949 at 4% or $191,299 at 6%.
Trilogy Wealth Advisors 401(K) Plan-9$1,731,616$206,603$22,956iApproximate average salary by contribution assumption: employee only about $573,897 at 4% or $382,598 at 6%; with 50% employer match about $382,598 at 4% or $255,065 at 6%; with 100% employer match about $286,949 at 4% or $191,299 at 6%.
2024110$1,409,668$181,147$18,115iApproximate average salary by contribution assumption: employee only about $452,868 at 4% or $301,912 at 6%; with 50% employer match about $301,912 at 4% or $201,274 at 6%; with 100% employer match about $226,434 at 4% or $150,956 at 6%.
Trilogy Wealth Advisors 401(K) Plan-10$1,409,668$181,147$18,115iApproximate average salary by contribution assumption: employee only about $452,868 at 4% or $301,912 at 6%; with 50% employer match about $301,912 at 4% or $201,274 at 6%; with 100% employer match about $226,434 at 4% or $150,956 at 6%.
202318$1,130,365$167,710$20,964iApproximate average salary by contribution assumption: employee only about $524,094 at 4% or $349,396 at 6%; with 50% employer match about $349,396 at 4% or $232,931 at 6%; with 100% employer match about $262,047 at 4% or $174,698 at 6%.
Trilogy Wealth Advisors 401(K) Plan-8$1,130,365$167,710$20,964iApproximate average salary by contribution assumption: employee only about $524,094 at 4% or $349,396 at 6%; with 50% employer match about $349,396 at 4% or $232,931 at 6%; with 100% employer match about $262,047 at 4% or $174,698 at 6%.
202218$849,134$152,346$19,043iApproximate average salary by contribution assumption: employee only about $476,081 at 4% or $317,388 at 6%; with 50% employer match about $317,388 at 4% or $211,592 at 6%; with 100% employer match about $238,041 at 4% or $158,694 at 6%.
Trilogy Wealth Advisors 401(K) Plan-8$849,134$152,346$19,043iApproximate average salary by contribution assumption: employee only about $476,081 at 4% or $317,388 at 6%; with 50% employer match about $317,388 at 4% or $211,592 at 6%; with 100% employer match about $238,041 at 4% or $158,694 at 6%.
202118$823,366$142,636$17,830iApproximate average salary by contribution assumption: employee only about $445,738 at 4% or $297,158 at 6%; with 50% employer match about $297,158 at 4% or $198,106 at 6%; with 100% employer match about $222,869 at 4% or $148,579 at 6%.
Trilogy Wealth Advisors 401(K) Plan-8$823,366$142,636$17,830iApproximate average salary by contribution assumption: employee only about $445,738 at 4% or $297,158 at 6%; with 50% employer match about $297,158 at 4% or $198,106 at 6%; with 100% employer match about $222,869 at 4% or $148,579 at 6%.
202018$612,143$129,520$16,190iApproximate average salary by contribution assumption: employee only about $404,750 at 4% or $269,833 at 6%; with 50% employer match about $269,833 at 4% or $179,889 at 6%; with 100% employer match about $202,375 at 4% or $134,917 at 6%.
Trilogy Wealth Advisors 401(K) Plan-8$612,143$129,520$16,190iApproximate average salary by contribution assumption: employee only about $404,750 at 4% or $269,833 at 6%; with 50% employer match about $269,833 at 4% or $179,889 at 6%; with 100% employer match about $202,375 at 4% or $134,917 at 6%.
201918$418,671$104,243$13,030iApproximate average salary by contribution assumption: employee only about $325,759 at 4% or $217,173 at 6%; with 50% employer match about $217,173 at 4% or $144,782 at 6%; with 100% employer match about $162,880 at 4% or $108,586 at 6%.
Trilogy Wealth Advisors 401(K) Plan-8$418,671$104,243$13,030iApproximate average salary by contribution assumption: employee only about $325,759 at 4% or $217,173 at 6%; with 50% employer match about $217,173 at 4% or $144,782 at 6%; with 100% employer match about $162,880 at 4% or $108,586 at 6%.
201817$264,714$82,421$11,774iApproximate average salary by contribution assumption: employee only about $294,361 at 4% or $196,240 at 6%; with 50% employer match about $196,240 at 4% or $130,827 at 6%; with 100% employer match about $147,180 at 4% or $98,120 at 6%.
Trilogy Wealth Advisors 401(K) Plan-7$264,714$82,421$11,774iApproximate average salary by contribution assumption: employee only about $294,361 at 4% or $196,240 at 6%; with 50% employer match about $196,240 at 4% or $130,827 at 6%; with 100% employer match about $147,180 at 4% or $98,120 at 6%.
201714$201,589$57,500$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
Trilogy Wealth Advisors 401(K) Plan-4$201,589$57,500$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
201614$126,559$47,740$11,935iApproximate average salary by contribution assumption: employee only about $298,375 at 4% or $198,917 at 6%; with 50% employer match about $198,917 at 4% or $132,611 at 6%; with 100% employer match about $149,188 at 4% or $99,458 at 6%.
Trilogy Wealth Advisors 401(K) Plan-4$126,559$47,740$11,935iApproximate average salary by contribution assumption: employee only about $298,375 at 4% or $198,917 at 6%; with 50% employer match about $198,917 at 4% or $132,611 at 6%; with 100% employer match about $149,188 at 4% or $99,458 at 6%.
201513$74,163$38,594$12,865iApproximate average salary by contribution assumption: employee only about $321,617 at 4% or $214,411 at 6%; with 50% employer match about $214,411 at 4% or $142,941 at 6%; with 100% employer match about $160,808 at 4% or $107,206 at 6%.
Trilogy Wealth Advisors 401(K) Plan-3$74,163$38,594$12,865iApproximate average salary by contribution assumption: employee only about $321,617 at 4% or $214,411 at 6%; with 50% employer match about $214,411 at 4% or $142,941 at 6%; with 100% employer match about $160,808 at 4% or $107,206 at 6%.
201414$40,242$39,856$9,964iApproximate average salary by contribution assumption: employee only about $249,100 at 4% or $166,067 at 6%; with 50% employer match about $166,067 at 4% or $110,711 at 6%; with 100% employer match about $124,550 at 4% or $83,033 at 6%.
Trilogy Wealth Advisors 401(K) Plan-4$40,242$39,856$9,964iApproximate average salary by contribution assumption: employee only about $249,100 at 4% or $166,067 at 6%; with 50% employer match about $166,067 at 4% or $110,711 at 6%; with 100% employer match about $124,550 at 4% or $83,033 at 6%.