Trb Advisors LP
Plan context: Trb Advisors LP 401(K) Plan
EIN 27-1181099 • New York, NY • 15 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,048,936
2024 Contributions
$176,878
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $3,048,936 | $176,878 | $22,110iApproximate average salary by contribution assumption: employee only about $552,744 at 4% or $368,496 at 6%; with 50% employer match about $368,496 at 4% or $245,664 at 6%; with 100% employer match about $276,372 at 4% or $184,248 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 8 | $3,048,936 | $176,878 | $22,110iApproximate average salary by contribution assumption: employee only about $552,744 at 4% or $368,496 at 6%; with 50% employer match about $368,496 at 4% or $245,664 at 6%; with 100% employer match about $276,372 at 4% or $184,248 at 6%. |
| 2023 | 1 | 10 | $2,740,556 | $169,637 | $16,964iApproximate average salary by contribution assumption: employee only about $424,093 at 4% or $282,728 at 6%; with 50% employer match about $282,728 at 4% or $188,486 at 6%; with 100% employer match about $212,046 at 4% or $141,364 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 10 | $2,740,556 | $169,637 | $16,964iApproximate average salary by contribution assumption: employee only about $424,093 at 4% or $282,728 at 6%; with 50% employer match about $282,728 at 4% or $188,486 at 6%; with 100% employer match about $212,046 at 4% or $141,364 at 6%. |
| 2022 | 1 | 13 | $2,243,427 | $221,769 | $17,059iApproximate average salary by contribution assumption: employee only about $426,479 at 4% or $284,319 at 6%; with 50% employer match about $284,319 at 4% or $189,546 at 6%; with 100% employer match about $213,239 at 4% or $142,160 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 13 | $2,243,427 | $221,769 | $17,059iApproximate average salary by contribution assumption: employee only about $426,479 at 4% or $284,319 at 6%; with 50% employer match about $284,319 at 4% or $189,546 at 6%; with 100% employer match about $213,239 at 4% or $142,160 at 6%. |
| 2021 | 1 | 14 | $3,125,860 | $188,760 | $13,483iApproximate average salary by contribution assumption: employee only about $337,071 at 4% or $224,714 at 6%; with 50% employer match about $224,714 at 4% or $149,810 at 6%; with 100% employer match about $168,536 at 4% or $112,357 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 14 | $3,125,860 | $188,760 | $13,483iApproximate average salary by contribution assumption: employee only about $337,071 at 4% or $224,714 at 6%; with 50% employer match about $224,714 at 4% or $149,810 at 6%; with 100% employer match about $168,536 at 4% or $112,357 at 6%. |
| 2020 | 1 | 15 | $2,530,883 | $185,780 | $12,385iApproximate average salary by contribution assumption: employee only about $309,633 at 4% or $206,422 at 6%; with 50% employer match about $206,422 at 4% or $137,615 at 6%; with 100% employer match about $154,817 at 4% or $103,211 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 15 | $2,530,883 | $185,780 | $12,385iApproximate average salary by contribution assumption: employee only about $309,633 at 4% or $206,422 at 6%; with 50% employer match about $206,422 at 4% or $137,615 at 6%; with 100% employer match about $154,817 at 4% or $103,211 at 6%. |
| 2019 | 1 | 15 | $2,102,856 | $227,191 | $15,146iApproximate average salary by contribution assumption: employee only about $378,652 at 4% or $252,434 at 6%; with 50% employer match about $252,434 at 4% or $168,290 at 6%; with 100% employer match about $189,326 at 4% or $126,217 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 15 | $2,102,856 | $227,191 | $15,146iApproximate average salary by contribution assumption: employee only about $378,652 at 4% or $252,434 at 6%; with 50% employer match about $252,434 at 4% or $168,290 at 6%; with 100% employer match about $189,326 at 4% or $126,217 at 6%. |
| 2018 | 1 | 16 | $1,514,452 | $261,413 | $16,338iApproximate average salary by contribution assumption: employee only about $408,458 at 4% or $272,305 at 6%; with 50% employer match about $272,305 at 4% or $181,537 at 6%; with 100% employer match about $204,229 at 4% or $136,153 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 16 | $1,514,452 | $261,413 | $16,338iApproximate average salary by contribution assumption: employee only about $408,458 at 4% or $272,305 at 6%; with 50% employer match about $272,305 at 4% or $181,537 at 6%; with 100% employer match about $204,229 at 4% or $136,153 at 6%. |
| 2017 | 1 | 16 | $1,406,358 | $262,942 | $16,434iApproximate average salary by contribution assumption: employee only about $410,847 at 4% or $273,898 at 6%; with 50% employer match about $273,898 at 4% or $182,599 at 6%; with 100% employer match about $205,423 at 4% or $136,949 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 16 | $1,406,358 | $262,942 | $16,434iApproximate average salary by contribution assumption: employee only about $410,847 at 4% or $273,898 at 6%; with 50% employer match about $273,898 at 4% or $182,599 at 6%; with 100% employer match about $205,423 at 4% or $136,949 at 6%. |
| 2016 | 1 | 16 | $971,933 | $174,207 | $10,888iApproximate average salary by contribution assumption: employee only about $272,198 at 4% or $181,466 at 6%; with 50% employer match about $181,466 at 4% or $120,977 at 6%; with 100% employer match about $136,099 at 4% or $90,733 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 16 | $971,933 | $174,207 | $10,888iApproximate average salary by contribution assumption: employee only about $272,198 at 4% or $181,466 at 6%; with 50% employer match about $181,466 at 4% or $120,977 at 6%; with 100% employer match about $136,099 at 4% or $90,733 at 6%. |
| 2015 | 1 | 15 | $717,604 | $164,981 | $10,999iApproximate average salary by contribution assumption: employee only about $274,968 at 4% or $183,312 at 6%; with 50% employer match about $183,312 at 4% or $122,208 at 6%; with 100% employer match about $137,484 at 4% or $91,656 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 15 | $717,604 | $164,981 | $10,999iApproximate average salary by contribution assumption: employee only about $274,968 at 4% or $183,312 at 6%; with 50% employer match about $183,312 at 4% or $122,208 at 6%; with 100% employer match about $137,484 at 4% or $91,656 at 6%. |
| 2014 | 1 | 14 | $563,431 | $125,335 | $8,953iApproximate average salary by contribution assumption: employee only about $223,813 at 4% or $149,208 at 6%; with 50% employer match about $149,208 at 4% or $99,472 at 6%; with 100% employer match about $111,906 at 4% or $74,604 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 14 | $563,431 | $125,335 | $8,953iApproximate average salary by contribution assumption: employee only about $223,813 at 4% or $149,208 at 6%; with 50% employer match about $149,208 at 4% or $99,472 at 6%; with 100% employer match about $111,906 at 4% or $74,604 at 6%. |
| 2013 | 1 | 7 | $410,465 | $102,543 | $14,649iApproximate average salary by contribution assumption: employee only about $366,225 at 4% or $244,150 at 6%; with 50% employer match about $244,150 at 4% or $162,767 at 6%; with 100% employer match about $183,113 at 4% or $122,075 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 7 | $410,465 | $102,543 | $14,649iApproximate average salary by contribution assumption: employee only about $366,225 at 4% or $244,150 at 6%; with 50% employer match about $244,150 at 4% or $162,767 at 6%; with 100% employer match about $183,113 at 4% or $122,075 at 6%. |
| 2012 | 1 | 5 | $255,225 | $84,958 | $16,992iApproximate average salary by contribution assumption: employee only about $424,790 at 4% or $283,193 at 6%; with 50% employer match about $283,193 at 4% or $188,796 at 6%; with 100% employer match about $212,395 at 4% or $141,597 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 5 | $255,225 | $84,958 | $16,992iApproximate average salary by contribution assumption: employee only about $424,790 at 4% or $283,193 at 6%; with 50% employer match about $283,193 at 4% or $188,796 at 6%; with 100% employer match about $212,395 at 4% or $141,597 at 6%. |
| 2011 | 1 | 5 | $152,533 | $77,313 | $15,463iApproximate average salary by contribution assumption: employee only about $386,565 at 4% or $257,710 at 6%; with 50% employer match about $257,710 at 4% or $171,807 at 6%; with 100% employer match about $193,283 at 4% or $128,855 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 5 | $152,533 | $77,313 | $15,463iApproximate average salary by contribution assumption: employee only about $386,565 at 4% or $257,710 at 6%; with 50% employer match about $257,710 at 4% or $171,807 at 6%; with 100% employer match about $193,283 at 4% or $128,855 at 6%. |
| 2010 | 1 | 9 | $74,758 | $71,813 | $7,979iApproximate average salary by contribution assumption: employee only about $199,481 at 4% or $132,987 at 6%; with 50% employer match about $132,987 at 4% or $88,658 at 6%; with 100% employer match about $99,740 at 4% or $66,494 at 6%. |
| Trb Advisors LP 401(K) Plan | - | 9 | $74,758 | $71,813 | $7,979iApproximate average salary by contribution assumption: employee only about $199,481 at 4% or $132,987 at 6%; with 50% employer match about $132,987 at 4% or $88,658 at 6%; with 100% employer match about $99,740 at 4% or $66,494 at 6%. |