WHOLE LIFE, INC.
Plan context: TRI- COUNTY ASSOCIATION FOR RET 401K PROFIT SHARING PLAN & TRUST
EIN 22-2542391 • New London, CT • 9 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
30
2018 Assets
$858,340
2018 Contributions
$110,743
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| TRI-COUNTY ASSOCIATION FOR RET 401(K) PROFIT SHARING PLAN AND TRUST | - | 0 | $0 | - | - |
| 2017 | 1 | 30 | $0 | $0 | - |
| TRI-COUNTY ASSOCIATION FOR RET 401(K) PROFIT SHARING PLAN & TRUST | - | 30 | - | - | - |
| 2015 | 1 | 128 | $858,340 | $110,743 | $865iApproximate average salary by contribution assumption: employee only about $21,629 at 4% or $14,420 at 6%; with 50% employer match about $14,420 at 4% or $9,613 at 6%; with 100% employer match about $10,815 at 4% or $7,210 at 6%. |
| TRI- COUNTY ASSOCIATION FOR RET 401K PROFIT SHARING PLAN & TRUST | - | 128 | $858,340 | $110,743 | $865iApproximate average salary by contribution assumption: employee only about $21,629 at 4% or $14,420 at 6%; with 50% employer match about $14,420 at 4% or $9,613 at 6%; with 100% employer match about $10,815 at 4% or $7,210 at 6%. |
| 2014 | 1 | 139 | $960,159 | $101,441 | $730iApproximate average salary by contribution assumption: employee only about $18,245 at 4% or $12,163 at 6%; with 50% employer match about $12,163 at 4% or $8,109 at 6%; with 100% employer match about $9,122 at 4% or $6,082 at 6%. |
| TRI- COUNTY ASSOCIATION FOR RET 401K PROFIT SHARING PLAN & TRUST | - | 139 | $960,159 | $101,441 | $730iApproximate average salary by contribution assumption: employee only about $18,245 at 4% or $12,163 at 6%; with 50% employer match about $12,163 at 4% or $8,109 at 6%; with 100% employer match about $9,122 at 4% or $6,082 at 6%. |
| 2013 | 1 | 179 | $888,583 | $106,028 | $592iApproximate average salary by contribution assumption: employee only about $14,808 at 4% or $9,872 at 6%; with 50% employer match about $9,872 at 4% or $6,582 at 6%; with 100% employer match about $7,404 at 4% or $4,936 at 6%. |
| TRI- COUNTY ASSOCIATION FOR RET 401K PROFIT SHARING PLAN & TRUST | - | 179 | $888,583 | $106,028 | $592iApproximate average salary by contribution assumption: employee only about $14,808 at 4% or $9,872 at 6%; with 50% employer match about $9,872 at 4% or $6,582 at 6%; with 100% employer match about $7,404 at 4% or $4,936 at 6%. |
| 2012 | 1 | 163 | $741,901 | $125,536 | $770iApproximate average salary by contribution assumption: employee only about $19,254 at 4% or $12,836 at 6%; with 50% employer match about $12,836 at 4% or $8,557 at 6%; with 100% employer match about $9,627 at 4% or $6,418 at 6%. |
| TRI COUNTY ASSOCIATION FOR RET 401(K) PROFIT SHARING PLAN & TRUST | - | 163 | $741,901 | $125,536 | $770iApproximate average salary by contribution assumption: employee only about $19,254 at 4% or $12,836 at 6%; with 50% employer match about $12,836 at 4% or $8,557 at 6%; with 100% employer match about $9,627 at 4% or $6,418 at 6%. |
| 2011 | 1 | 119 | $575,196 | $131,335 | $1,104iApproximate average salary by contribution assumption: employee only about $27,591 at 4% or $18,394 at 6%; with 50% employer match about $18,394 at 4% or $12,263 at 6%; with 100% employer match about $13,796 at 4% or $9,197 at 6%. |
| TRI COUNTY ASSOCIATION FOR RET 401(K) PROFIT SHARING PLAN & TRUST | - | 119 | $575,196 | $131,335 | $1,104iApproximate average salary by contribution assumption: employee only about $27,591 at 4% or $18,394 at 6%; with 50% employer match about $18,394 at 4% or $12,263 at 6%; with 100% employer match about $13,796 at 4% or $9,197 at 6%. |
| 2010 | 1 | 145 | $479,616 | $140,639 | $970iApproximate average salary by contribution assumption: employee only about $24,248 at 4% or $16,165 at 6%; with 50% employer match about $16,165 at 4% or $10,777 at 6%; with 100% employer match about $12,124 at 4% or $8,083 at 6%. |
| TRI COUNTY ASSOCIATION FOR RET 401(K) PROFIT SHARING PLAN & TRUST | - | 145 | $479,616 | $140,639 | $970iApproximate average salary by contribution assumption: employee only about $24,248 at 4% or $16,165 at 6%; with 50% employer match about $16,165 at 4% or $10,777 at 6%; with 100% employer match about $12,124 at 4% or $8,083 at 6%. |
| 2009 | 1 | 59 | $358,502 | $300,809 | $5,098iApproximate average salary by contribution assumption: employee only about $127,461 at 4% or $84,974 at 6%; with 50% employer match about $84,974 at 4% or $56,650 at 6%; with 100% employer match about $63,731 at 4% or $42,487 at 6%. |
| TRI COUNTY ARC, INC. 401 (K) PLAN | - | 59 | $358,502 | $300,809 | $5,098iApproximate average salary by contribution assumption: employee only about $127,461 at 4% or $84,974 at 6%; with 50% employer match about $84,974 at 4% or $56,650 at 6%; with 100% employer match about $63,731 at 4% or $42,487 at 6%. |