Civic Intelligence

Gleeson Financial Services Inc.

Plan context: Trinity 401K Profit Sharing Plan

EIN 23-2515358 • Berwyn, PA • 27 filings • 3 plans

1189 Lancaster Ave Ste 101Berwyn, PA 19312
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$477,332

2023 Contributions

$47,346

Historical Graphs

Total Assets Over Time

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

$732,900$366,450$0200320132022YearValue
$477,332Latest year 2022

Participants Over Time

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

840200320132022YearValue
6Latest year 2022

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
202310$0$0-
Trinity 401K Profit Sharing Plan-0$0--
202216$477,332$47,346$7,891iApproximate average salary by contribution assumption: employee only about $197,275 at 4% or $131,517 at 6%; with 50% employer match about $131,517 at 4% or $87,678 at 6%; with 100% employer match about $98,638 at 4% or $65,758 at 6%.
Trinity 401K Profit Sharing Plan-6$477,332$47,346$7,891iApproximate average salary by contribution assumption: employee only about $197,275 at 4% or $131,517 at 6%; with 50% employer match about $131,517 at 4% or $87,678 at 6%; with 100% employer match about $98,638 at 4% or $65,758 at 6%.
202118$541,840$53,252$6,657iApproximate average salary by contribution assumption: employee only about $166,413 at 4% or $110,942 at 6%; with 50% employer match about $110,942 at 4% or $73,961 at 6%; with 100% employer match about $83,206 at 4% or $55,471 at 6%.
Trinity 401K Profit Sharing Plan-8$541,840$53,252$6,657iApproximate average salary by contribution assumption: employee only about $166,413 at 4% or $110,942 at 6%; with 50% employer match about $110,942 at 4% or $73,961 at 6%; with 100% employer match about $83,206 at 4% or $55,471 at 6%.
202017$458,242$61,248$8,750iApproximate average salary by contribution assumption: employee only about $218,743 at 4% or $145,829 at 6%; with 50% employer match about $145,829 at 4% or $97,219 at 6%; with 100% employer match about $109,371 at 4% or $72,914 at 6%.
Trinity 401K Profit Sharing Plan-7$458,242$61,248$8,750iApproximate average salary by contribution assumption: employee only about $218,743 at 4% or $145,829 at 6%; with 50% employer match about $145,829 at 4% or $97,219 at 6%; with 100% employer match about $109,371 at 4% or $72,914 at 6%.
201917$369,331$72,591$10,370iApproximate average salary by contribution assumption: employee only about $259,254 at 4% or $172,836 at 6%; with 50% employer match about $172,836 at 4% or $115,224 at 6%; with 100% employer match about $129,627 at 4% or $86,418 at 6%.
Trinity 401K Profit Sharing Plan-7$369,331$72,591$10,370iApproximate average salary by contribution assumption: employee only about $259,254 at 4% or $172,836 at 6%; with 50% employer match about $172,836 at 4% or $115,224 at 6%; with 100% employer match about $129,627 at 4% or $86,418 at 6%.
201816$242,863$44,813$7,469iApproximate average salary by contribution assumption: employee only about $186,721 at 4% or $124,481 at 6%; with 50% employer match about $124,481 at 4% or $82,987 at 6%; with 100% employer match about $93,360 at 4% or $62,240 at 6%.
Trinity 401K Profit Sharing Plan-6$242,863$44,813$7,469iApproximate average salary by contribution assumption: employee only about $186,721 at 4% or $124,481 at 6%; with 50% employer match about $124,481 at 4% or $82,987 at 6%; with 100% employer match about $93,360 at 4% or $62,240 at 6%.
201715$732,900$67,707$13,541iApproximate average salary by contribution assumption: employee only about $338,535 at 4% or $225,690 at 6%; with 50% employer match about $225,690 at 4% or $150,460 at 6%; with 100% employer match about $169,268 at 4% or $112,845 at 6%.
Trinity 401K Profit Sharing Plan-5$732,900$67,707$13,541iApproximate average salary by contribution assumption: employee only about $338,535 at 4% or $225,690 at 6%; with 50% employer match about $225,690 at 4% or $150,460 at 6%; with 100% employer match about $169,268 at 4% or $112,845 at 6%.
201614$576,597$55,660$13,915iApproximate average salary by contribution assumption: employee only about $347,875 at 4% or $231,917 at 6%; with 50% employer match about $231,917 at 4% or $154,611 at 6%; with 100% employer match about $173,938 at 4% or $115,958 at 6%.
Trinity 401K Profit Sharing Plan-4$576,597$55,660$13,915iApproximate average salary by contribution assumption: employee only about $347,875 at 4% or $231,917 at 6%; with 50% employer match about $231,917 at 4% or $154,611 at 6%; with 100% employer match about $173,938 at 4% or $115,958 at 6%.
201515$504,663$54,523$10,905iApproximate average salary by contribution assumption: employee only about $272,615 at 4% or $181,743 at 6%; with 50% employer match about $181,743 at 4% or $121,162 at 6%; with 100% employer match about $136,308 at 4% or $90,872 at 6%.
Trinity 401K Profit Sharing Plan-5$504,663$54,523$10,905iApproximate average salary by contribution assumption: employee only about $272,615 at 4% or $181,743 at 6%; with 50% employer match about $181,743 at 4% or $121,162 at 6%; with 100% employer match about $136,308 at 4% or $90,872 at 6%.
201416$467,298$52,520$8,753iApproximate average salary by contribution assumption: employee only about $218,833 at 4% or $145,889 at 6%; with 50% employer match about $145,889 at 4% or $97,259 at 6%; with 100% employer match about $109,417 at 4% or $72,944 at 6%.
Trinity 401K Profit Sharing Plan-6$467,298$52,520$8,753iApproximate average salary by contribution assumption: employee only about $218,833 at 4% or $145,889 at 6%; with 50% employer match about $145,889 at 4% or $97,259 at 6%; with 100% employer match about $109,417 at 4% or $72,944 at 6%.
201316$387,694$53,552$8,925iApproximate average salary by contribution assumption: employee only about $223,133 at 4% or $148,756 at 6%; with 50% employer match about $148,756 at 4% or $99,170 at 6%; with 100% employer match about $111,567 at 4% or $74,378 at 6%.
Trinity 401K Profit Sharing Plan-6$387,694$53,552$8,925iApproximate average salary by contribution assumption: employee only about $223,133 at 4% or $148,756 at 6%; with 50% employer match about $148,756 at 4% or $99,170 at 6%; with 100% employer match about $111,567 at 4% or $74,378 at 6%.
201216$279,960$49,449$8,242iApproximate average salary by contribution assumption: employee only about $206,038 at 4% or $137,358 at 6%; with 50% employer match about $137,358 at 4% or $91,572 at 6%; with 100% employer match about $103,019 at 4% or $68,679 at 6%.
Trinity 401K Profit Sharing Plan-6$279,960$49,449$8,242iApproximate average salary by contribution assumption: employee only about $206,038 at 4% or $137,358 at 6%; with 50% employer match about $137,358 at 4% or $91,572 at 6%; with 100% employer match about $103,019 at 4% or $68,679 at 6%.
201125$205,640$28,739$5,748iApproximate average salary by contribution assumption: employee only about $143,695 at 4% or $95,797 at 6%; with 50% employer match about $95,797 at 4% or $63,864 at 6%; with 100% employer match about $71,848 at 4% or $47,898 at 6%.
Trinity 401K Profit Sharing Plan-5$205,640$28,739$5,748iApproximate average salary by contribution assumption: employee only about $143,695 at 4% or $95,797 at 6%; with 50% employer match about $95,797 at 4% or $63,864 at 6%; with 100% employer match about $71,848 at 4% or $47,898 at 6%.
GLEESON FINANCIAL ADVISORS DEFINED BENEFIT PLAN-0$0$0-
201024$373,631$15,006$3,752iApproximate average salary by contribution assumption: employee only about $93,788 at 4% or $62,525 at 6%; with 50% employer match about $62,525 at 4% or $41,683 at 6%; with 100% employer match about $46,894 at 4% or $31,263 at 6%.
GLEESON FINANCIAL ADVISORS DEFINED BENEFIT PLAN-3$186,854$0-
Trinity 401K Profit Sharing Plan-4$186,777$15,006$3,752iApproximate average salary by contribution assumption: employee only about $93,788 at 4% or $62,525 at 6%; with 50% employer match about $62,525 at 4% or $41,683 at 6%; with 100% employer match about $46,894 at 4% or $31,263 at 6%.
200924$317,911$14,651$3,663iApproximate average salary by contribution assumption: employee only about $91,569 at 4% or $61,046 at 6%; with 50% employer match about $61,046 at 4% or $40,697 at 6%; with 100% employer match about $45,784 at 4% or $30,523 at 6%.
GLEESON FINANCIAL ADVISORS DEFINED BENEFIT PLAN-3$165,365$0-
Trinity 401K Profit Sharing Plan-4$152,546$14,651$3,663iApproximate average salary by contribution assumption: employee only about $91,569 at 4% or $61,046 at 6%; with 50% employer match about $61,046 at 4% or $40,697 at 6%; with 100% employer match about $45,784 at 4% or $30,523 at 6%.
200823$112,174$14,831$4,944iApproximate average salary by contribution assumption: employee only about $123,592 at 4% or $82,394 at 6%; with 50% employer match about $82,394 at 4% or $54,930 at 6%; with 100% employer match about $61,796 at 4% or $41,197 at 6%.
Trinity 401K Profit Sharing Plan-3$112,174$14,831$4,944iApproximate average salary by contribution assumption: employee only about $123,592 at 4% or $82,394 at 6%; with 50% employer match about $82,394 at 4% or $54,930 at 6%; with 100% employer match about $61,796 at 4% or $41,197 at 6%.
GLEESON FINANCIAL ADVISORS DEFINED BENEFIT PLAN-1---
200723$0$0-
Trinity 401K Profit Sharing Plan-3---
GLEESON FINANCIAL ADVISORS DEFINED BENEFIT PLAN-1---
200622$206,566$127,027$63,514iApproximate average salary by contribution assumption: employee only about $1,587,838 at 4% or $1,058,558 at 6%; with 50% employer match about $1,058,558 at 4% or $705,706 at 6%; with 100% employer match about $793,919 at 4% or $529,279 at 6%.
Trinity 401K Profit Sharing Plan-2$131,566$52,027$26,014iApproximate average salary by contribution assumption: employee only about $650,338 at 4% or $433,558 at 6%; with 50% employer match about $433,558 at 4% or $289,039 at 6%; with 100% employer match about $325,169 at 4% or $216,779 at 6%.
GLEESON FINANCIAL ADVISORS DEFINED BENEFIT PLAN-1$75,000$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200513$65,849$39,107$13,036iApproximate average salary by contribution assumption: employee only about $325,892 at 4% or $217,261 at 6%; with 50% employer match about $217,261 at 4% or $144,841 at 6%; with 100% employer match about $162,946 at 4% or $108,631 at 6%.
Trinity 401K Profit Sharing Plan-3$65,849$39,107$13,036iApproximate average salary by contribution assumption: employee only about $325,892 at 4% or $217,261 at 6%; with 50% employer match about $217,261 at 4% or $144,841 at 6%; with 100% employer match about $162,946 at 4% or $108,631 at 6%.
200411$26,742$14,252$14,252iApproximate average salary by contribution assumption: employee only about $356,300 at 4% or $237,533 at 6%; with 50% employer match about $237,533 at 4% or $158,356 at 6%; with 100% employer match about $178,150 at 4% or $118,767 at 6%.
Trinity 401K Profit Sharing Plan-1$26,742$14,252$14,252iApproximate average salary by contribution assumption: employee only about $356,300 at 4% or $237,533 at 6%; with 50% employer match about $237,533 at 4% or $158,356 at 6%; with 100% employer match about $178,150 at 4% or $118,767 at 6%.
200313$11,208$10,905$3,635iApproximate average salary by contribution assumption: employee only about $90,875 at 4% or $60,583 at 6%; with 50% employer match about $60,583 at 4% or $40,389 at 6%; with 100% employer match about $45,438 at 4% or $30,292 at 6%.
Trinity 401K Profit Sharing Plan-3$11,208$10,905$3,635iApproximate average salary by contribution assumption: employee only about $90,875 at 4% or $60,583 at 6%; with 50% employer match about $60,583 at 4% or $40,389 at 6%; with 100% employer match about $45,438 at 4% or $30,292 at 6%.