Civic Intelligence

V. Peter Traphagen

Plan context: Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan

EIN 22-3538792 • Oradell, NJ • 22 filings • 2 plans

234 Kinderkamack RoadOradell, NJ 07649-2149
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$6,568,770

2024 Contributions

$1,026,164

Historical Graphs

Total Assets Over Time

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

$6,568,770$3,284,385$0200220142024YearValue
$6,568,770Latest year 2024

Participants Over Time

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

1470200220142024YearValue
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$6,568,770$1,026,164$78,936iApproximate average salary by contribution assumption: employee only about $1,973,392 at 4% or $1,315,595 at 6%; with 50% employer match about $1,315,595 at 4% or $877,063 at 6%; with 100% employer match about $986,696 at 4% or $657,797 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-13$6,568,770$1,026,164$78,936iApproximate average salary by contribution assumption: employee only about $1,973,392 at 4% or $1,315,595 at 6%; with 50% employer match about $1,315,595 at 4% or $877,063 at 6%; with 100% employer match about $986,696 at 4% or $657,797 at 6%.
2023113$4,627,708$319,453$24,573iApproximate average salary by contribution assumption: employee only about $614,333 at 4% or $409,555 at 6%; with 50% employer match about $409,555 at 4% or $273,037 at 6%; with 100% employer match about $307,166 at 4% or $204,778 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-13$4,627,708$319,453$24,573iApproximate average salary by contribution assumption: employee only about $614,333 at 4% or $409,555 at 6%; with 50% employer match about $409,555 at 4% or $273,037 at 6%; with 100% employer match about $307,166 at 4% or $204,778 at 6%.
2022111$3,437,821$227,349$20,668iApproximate average salary by contribution assumption: employee only about $516,702 at 4% or $344,468 at 6%; with 50% employer match about $344,468 at 4% or $229,645 at 6%; with 100% employer match about $258,351 at 4% or $172,234 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-11$3,437,821$227,349$20,668iApproximate average salary by contribution assumption: employee only about $516,702 at 4% or $344,468 at 6%; with 50% employer match about $344,468 at 4% or $229,645 at 6%; with 100% employer match about $258,351 at 4% or $172,234 at 6%.
2021112$4,030,955$201,988$16,832iApproximate average salary by contribution assumption: employee only about $420,808 at 4% or $280,539 at 6%; with 50% employer match about $280,539 at 4% or $187,026 at 6%; with 100% employer match about $210,404 at 4% or $140,269 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-12$4,030,955$201,988$16,832iApproximate average salary by contribution assumption: employee only about $420,808 at 4% or $280,539 at 6%; with 50% employer match about $280,539 at 4% or $187,026 at 6%; with 100% employer match about $210,404 at 4% or $140,269 at 6%.
2020114$4,880,261$200,590$14,328iApproximate average salary by contribution assumption: employee only about $358,196 at 4% or $238,798 at 6%; with 50% employer match about $238,798 at 4% or $159,198 at 6%; with 100% employer match about $179,098 at 4% or $119,399 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-14$4,880,261$200,590$14,328iApproximate average salary by contribution assumption: employee only about $358,196 at 4% or $238,798 at 6%; with 50% employer match about $238,798 at 4% or $159,198 at 6%; with 100% employer match about $179,098 at 4% or $119,399 at 6%.
2019114$4,204,966$226,219$16,159iApproximate average salary by contribution assumption: employee only about $403,963 at 4% or $269,308 at 6%; with 50% employer match about $269,308 at 4% or $179,539 at 6%; with 100% employer match about $201,981 at 4% or $134,654 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-14$4,204,966$226,219$16,159iApproximate average salary by contribution assumption: employee only about $403,963 at 4% or $269,308 at 6%; with 50% employer match about $269,308 at 4% or $179,539 at 6%; with 100% employer match about $201,981 at 4% or $134,654 at 6%.
2018113$3,404,982$262,029$20,156iApproximate average salary by contribution assumption: employee only about $503,902 at 4% or $335,935 at 6%; with 50% employer match about $335,935 at 4% or $223,956 at 6%; with 100% employer match about $251,951 at 4% or $167,967 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-13$3,404,982$262,029$20,156iApproximate average salary by contribution assumption: employee only about $503,902 at 4% or $335,935 at 6%; with 50% employer match about $335,935 at 4% or $223,956 at 6%; with 100% employer match about $251,951 at 4% or $167,967 at 6%.
2017111$3,387,143$249,716$22,701iApproximate average salary by contribution assumption: employee only about $567,536 at 4% or $378,358 at 6%; with 50% employer match about $378,358 at 4% or $252,238 at 6%; with 100% employer match about $283,768 at 4% or $189,179 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-11$3,387,143$249,716$22,701iApproximate average salary by contribution assumption: employee only about $567,536 at 4% or $378,358 at 6%; with 50% employer match about $378,358 at 4% or $252,238 at 6%; with 100% employer match about $283,768 at 4% or $189,179 at 6%.
201619$2,788,123$226,207$25,134iApproximate average salary by contribution assumption: employee only about $628,353 at 4% or $418,902 at 6%; with 50% employer match about $418,902 at 4% or $279,268 at 6%; with 100% employer match about $314,176 at 4% or $209,451 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-9$2,788,123$226,207$25,134iApproximate average salary by contribution assumption: employee only about $628,353 at 4% or $418,902 at 6%; with 50% employer match about $418,902 at 4% or $279,268 at 6%; with 100% employer match about $314,176 at 4% or $209,451 at 6%.
201518$2,351,065$208,347$26,043iApproximate average salary by contribution assumption: employee only about $651,084 at 4% or $434,056 at 6%; with 50% employer match about $434,056 at 4% or $289,371 at 6%; with 100% employer match about $325,542 at 4% or $217,028 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-8$2,351,065$208,347$26,043iApproximate average salary by contribution assumption: employee only about $651,084 at 4% or $434,056 at 6%; with 50% employer match about $434,056 at 4% or $289,371 at 6%; with 100% employer match about $325,542 at 4% or $217,028 at 6%.
201417$2,203,013$168,203$24,029iApproximate average salary by contribution assumption: employee only about $600,725 at 4% or $400,483 at 6%; with 50% employer match about $400,483 at 4% or $266,989 at 6%; with 100% employer match about $300,363 at 4% or $200,242 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-7$2,203,013$168,203$24,029iApproximate average salary by contribution assumption: employee only about $600,725 at 4% or $400,483 at 6%; with 50% employer match about $400,483 at 4% or $266,989 at 6%; with 100% employer match about $300,363 at 4% or $200,242 at 6%.
201316$1,902,388$154,390$25,732iApproximate average salary by contribution assumption: employee only about $643,292 at 4% or $428,861 at 6%; with 50% employer match about $428,861 at 4% or $285,907 at 6%; with 100% employer match about $321,646 at 4% or $214,431 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-6$1,902,388$154,390$25,732iApproximate average salary by contribution assumption: employee only about $643,292 at 4% or $428,861 at 6%; with 50% employer match about $428,861 at 4% or $285,907 at 6%; with 100% employer match about $321,646 at 4% or $214,431 at 6%.
201216$1,633,298$152,703$25,451iApproximate average salary by contribution assumption: employee only about $636,263 at 4% or $424,175 at 6%; with 50% employer match about $424,175 at 4% or $282,783 at 6%; with 100% employer match about $318,131 at 4% or $212,088 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-6$1,633,298$152,703$25,451iApproximate average salary by contribution assumption: employee only about $636,263 at 4% or $424,175 at 6%; with 50% employer match about $424,175 at 4% or $282,783 at 6%; with 100% employer match about $318,131 at 4% or $212,088 at 6%.
201116$1,382,205$150,239$25,040iApproximate average salary by contribution assumption: employee only about $625,996 at 4% or $417,331 at 6%; with 50% employer match about $417,331 at 4% or $278,220 at 6%; with 100% employer match about $312,998 at 4% or $208,665 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-6$1,382,205$150,239$25,040iApproximate average salary by contribution assumption: employee only about $625,996 at 4% or $417,331 at 6%; with 50% employer match about $417,331 at 4% or $278,220 at 6%; with 100% employer match about $312,998 at 4% or $208,665 at 6%.
201016$1,237,881$135,895$22,649iApproximate average salary by contribution assumption: employee only about $566,229 at 4% or $377,486 at 6%; with 50% employer match about $377,486 at 4% or $251,657 at 6%; with 100% employer match about $283,115 at 4% or $188,743 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-6$1,237,881$135,895$22,649iApproximate average salary by contribution assumption: employee only about $566,229 at 4% or $377,486 at 6%; with 50% employer match about $377,486 at 4% or $251,657 at 6%; with 100% employer match about $283,115 at 4% or $188,743 at 6%.
200915$1,000,474$127,752$25,550iApproximate average salary by contribution assumption: employee only about $638,760 at 4% or $425,840 at 6%; with 50% employer match about $425,840 at 4% or $283,893 at 6%; with 100% employer match about $319,380 at 4% or $212,920 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-5$1,000,474$127,752$25,550iApproximate average salary by contribution assumption: employee only about $638,760 at 4% or $425,840 at 6%; with 50% employer match about $425,840 at 4% or $283,893 at 6%; with 100% employer match about $319,380 at 4% or $212,920 at 6%.
200815$726,177$124,720$24,944iApproximate average salary by contribution assumption: employee only about $623,600 at 4% or $415,733 at 6%; with 50% employer match about $415,733 at 4% or $277,156 at 6%; with 100% employer match about $311,800 at 4% or $207,867 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-5$726,177$124,720$24,944iApproximate average salary by contribution assumption: employee only about $623,600 at 4% or $415,733 at 6%; with 50% employer match about $415,733 at 4% or $277,156 at 6%; with 100% employer match about $311,800 at 4% or $207,867 at 6%.
200714$0$0-
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-4---
200613$656,526$106,335$35,445iApproximate average salary by contribution assumption: employee only about $886,125 at 4% or $590,750 at 6%; with 50% employer match about $590,750 at 4% or $393,833 at 6%; with 100% employer match about $443,063 at 4% or $295,375 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-3$656,526$106,335$35,445iApproximate average salary by contribution assumption: employee only about $886,125 at 4% or $590,750 at 6%; with 50% employer match about $590,750 at 4% or $393,833 at 6%; with 100% employer match about $443,063 at 4% or $295,375 at 6%.
200513$459,497$102,296$34,099iApproximate average salary by contribution assumption: employee only about $852,467 at 4% or $568,311 at 6%; with 50% employer match about $568,311 at 4% or $378,874 at 6%; with 100% employer match about $426,233 at 4% or $284,156 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-3$459,497$102,296$34,099iApproximate average salary by contribution assumption: employee only about $852,467 at 4% or $568,311 at 6%; with 50% employer match about $568,311 at 4% or $378,874 at 6%; with 100% employer match about $426,233 at 4% or $284,156 at 6%.
200413$337,193$85,383$28,461iApproximate average salary by contribution assumption: employee only about $711,525 at 4% or $474,350 at 6%; with 50% employer match about $474,350 at 4% or $316,233 at 6%; with 100% employer match about $355,763 at 4% or $237,175 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-3$337,193$85,383$28,461iApproximate average salary by contribution assumption: employee only about $711,525 at 4% or $474,350 at 6%; with 50% employer match about $474,350 at 4% or $316,233 at 6%; with 100% employer match about $355,763 at 4% or $237,175 at 6%.
200213$135,340$64,125$21,375iApproximate average salary by contribution assumption: employee only about $534,375 at 4% or $356,250 at 6%; with 50% employer match about $356,250 at 4% or $237,500 at 6%; with 100% employer match about $267,188 at 4% or $178,125 at 6%.
Traphagen Investment Advisors LLC 401(K) Profit Sharing Plan-3$135,340$64,125$21,375iApproximate average salary by contribution assumption: employee only about $534,375 at 4% or $356,250 at 6%; with 50% employer match about $356,250 at 4% or $237,500 at 6%; with 100% employer match about $267,188 at 4% or $178,125 at 6%.