Civic Intelligence

Trinity Surgical Associates, P.A.

Plan context: Trinity Surgical Associates, P.A. Profit Sharing Plan

EIN 27-1849704 • New Port Richey, FL • 22 filings • 3 plans

8141 Bellarus Way, Suite 102New Port Richey, FL 34655
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,999,333

2024 Contributions

$205,015

Historical Graphs

Total Assets Over Time

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

$2,999,333$1,499,667$0201120182024YearValue
$2,999,333Latest year 2024

Participants Over Time

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

740201120182024YearValue
5Latest 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
202425$2,999,333$205,015$41,003iApproximate average salary by contribution assumption: employee only about $1,025,075 at 4% or $683,383 at 6%; with 50% employer match about $683,383 at 4% or $455,589 at 6%; with 100% employer match about $512,538 at 4% or $341,692 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-5$1,599,321$88,590$17,718iApproximate average salary by contribution assumption: employee only about $442,950 at 4% or $295,300 at 6%; with 50% employer match about $295,300 at 4% or $196,867 at 6%; with 100% employer match about $221,475 at 4% or $147,650 at 6%.
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN-4$1,400,012$116,425$29,106iApproximate average salary by contribution assumption: employee only about $727,656 at 4% or $485,104 at 6%; with 50% employer match about $485,104 at 4% or $323,403 at 6%; with 100% employer match about $363,828 at 4% or $242,552 at 6%.
202326$2,373,806$212,239$35,373iApproximate average salary by contribution assumption: employee only about $884,329 at 4% or $589,553 at 6%; with 50% employer match about $589,553 at 4% or $393,035 at 6%; with 100% employer match about $442,165 at 4% or $294,776 at 6%.
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN-5$1,209,454$120,288$24,058iApproximate average salary by contribution assumption: employee only about $601,440 at 4% or $400,960 at 6%; with 50% employer match about $400,960 at 4% or $267,307 at 6%; with 100% employer match about $300,720 at 4% or $200,480 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-6$1,164,352$91,951$15,325iApproximate average salary by contribution assumption: employee only about $383,129 at 4% or $255,419 at 6%; with 50% employer match about $255,419 at 4% or $170,280 at 6%; with 100% employer match about $191,565 at 4% or $127,710 at 6%.
202226$1,770,441$195,666$32,611iApproximate average salary by contribution assumption: employee only about $815,275 at 4% or $543,517 at 6%; with 50% employer match about $543,517 at 4% or $362,344 at 6%; with 100% employer match about $407,638 at 4% or $271,758 at 6%.
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN-5$989,135$110,402$22,080iApproximate average salary by contribution assumption: employee only about $552,010 at 4% or $368,007 at 6%; with 50% employer match about $368,007 at 4% or $245,338 at 6%; with 100% employer match about $276,005 at 4% or $184,003 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-6$781,306$85,264$14,211iApproximate average salary by contribution assumption: employee only about $355,267 at 4% or $236,844 at 6%; with 50% employer match about $236,844 at 4% or $157,896 at 6%; with 100% employer match about $177,633 at 4% or $118,422 at 6%.
202127$1,819,670$194,926$27,847iApproximate average salary by contribution assumption: employee only about $696,164 at 4% or $464,110 at 6%; with 50% employer match about $464,110 at 4% or $309,406 at 6%; with 100% employer match about $348,082 at 4% or $232,055 at 6%.
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN-5$980,205$114,519$22,904iApproximate average salary by contribution assumption: employee only about $572,595 at 4% or $381,730 at 6%; with 50% employer match about $381,730 at 4% or $254,487 at 6%; with 100% employer match about $286,298 at 4% or $190,865 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-7$839,465$80,407$11,487iApproximate average salary by contribution assumption: employee only about $287,168 at 4% or $191,445 at 6%; with 50% employer match about $191,445 at 4% or $127,630 at 6%; with 100% employer match about $143,584 at 4% or $95,723 at 6%.
202026$1,594,869$170,945$28,491iApproximate average salary by contribution assumption: employee only about $712,271 at 4% or $474,847 at 6%; with 50% employer match about $474,847 at 4% or $316,565 at 6%; with 100% employer match about $356,135 at 4% or $237,424 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-6$802,147$74,659$12,443iApproximate average salary by contribution assumption: employee only about $311,079 at 4% or $207,386 at 6%; with 50% employer match about $207,386 at 4% or $138,257 at 6%; with 100% employer match about $155,540 at 4% or $103,693 at 6%.
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN-4$792,722$96,286$24,072iApproximate average salary by contribution assumption: employee only about $601,788 at 4% or $401,192 at 6%; with 50% employer match about $401,192 at 4% or $267,461 at 6%; with 100% employer match about $300,894 at 4% or $200,596 at 6%.
201925$1,111,926$280,628$56,126iApproximate average salary by contribution assumption: employee only about $1,403,140 at 4% or $935,427 at 6%; with 50% employer match about $935,427 at 4% or $623,618 at 6%; with 100% employer match about $701,570 at 4% or $467,713 at 6%.
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN-3$619,035$228,362$76,121iApproximate average salary by contribution assumption: employee only about $1,903,017 at 4% or $1,268,678 at 6%; with 50% employer match about $1,268,678 at 4% or $845,785 at 6%; with 100% employer match about $951,508 at 4% or $634,339 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-5$492,891$52,266$10,453iApproximate average salary by contribution assumption: employee only about $261,330 at 4% or $174,220 at 6%; with 50% employer match about $174,220 at 4% or $116,147 at 6%; with 100% employer match about $130,665 at 4% or $87,110 at 6%.
201824$719,870$264,873$66,218iApproximate average salary by contribution assumption: employee only about $1,655,456 at 4% or $1,103,638 at 6%; with 50% employer match about $1,103,638 at 4% or $735,758 at 6%; with 100% employer match about $827,728 at 4% or $551,819 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-4$382,030$47,440$11,860iApproximate average salary by contribution assumption: employee only about $296,500 at 4% or $197,667 at 6%; with 50% employer match about $197,667 at 4% or $131,778 at 6%; with 100% employer match about $148,250 at 4% or $98,833 at 6%.
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN-3$337,840$217,433$72,478iApproximate average salary by contribution assumption: employee only about $1,811,942 at 4% or $1,207,961 at 6%; with 50% employer match about $1,207,961 at 4% or $805,307 at 6%; with 100% employer match about $905,971 at 4% or $603,981 at 6%.
201724$451,063$159,351$39,838iApproximate average salary by contribution assumption: employee only about $995,944 at 4% or $663,963 at 6%; with 50% employer match about $663,963 at 4% or $442,642 at 6%; with 100% employer match about $497,972 at 4% or $331,981 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-4$313,666$21,954$5,489iApproximate average salary by contribution assumption: employee only about $137,213 at 4% or $91,475 at 6%; with 50% employer match about $91,475 at 4% or $60,983 at 6%; with 100% employer match about $68,606 at 4% or $45,738 at 6%.
TRINITY SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN-3$137,397$137,397$45,799iApproximate average salary by contribution assumption: employee only about $1,144,975 at 4% or $763,317 at 6%; with 50% employer match about $763,317 at 4% or $508,878 at 6%; with 100% employer match about $572,488 at 4% or $381,658 at 6%.
201614$247,927$57,311$14,328iApproximate average salary by contribution assumption: employee only about $358,194 at 4% or $238,796 at 6%; with 50% employer match about $238,796 at 4% or $159,197 at 6%; with 100% employer match about $179,097 at 4% or $119,398 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-4$247,927$57,311$14,328iApproximate average salary by contribution assumption: employee only about $358,194 at 4% or $238,796 at 6%; with 50% employer match about $238,796 at 4% or $159,197 at 6%; with 100% employer match about $179,097 at 4% or $119,398 at 6%.
201514$260,522$37,804$9,451iApproximate average salary by contribution assumption: employee only about $236,275 at 4% or $157,517 at 6%; with 50% employer match about $157,517 at 4% or $105,011 at 6%; with 100% employer match about $118,138 at 4% or $78,758 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-4$260,522$37,804$9,451iApproximate average salary by contribution assumption: employee only about $236,275 at 4% or $157,517 at 6%; with 50% employer match about $157,517 at 4% or $105,011 at 6%; with 100% employer match about $118,138 at 4% or $78,758 at 6%.
201414$1,085,098$56,696$14,174iApproximate average salary by contribution assumption: employee only about $354,350 at 4% or $236,233 at 6%; with 50% employer match about $236,233 at 4% or $157,489 at 6%; with 100% employer match about $177,175 at 4% or $118,117 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-4$1,085,098$56,696$14,174iApproximate average salary by contribution assumption: employee only about $354,350 at 4% or $236,233 at 6%; with 50% employer match about $236,233 at 4% or $157,489 at 6%; with 100% employer match about $177,175 at 4% or $118,117 at 6%.
201313$635,263$54,048$18,016iApproximate average salary by contribution assumption: employee only about $450,400 at 4% or $300,267 at 6%; with 50% employer match about $300,267 at 4% or $200,178 at 6%; with 100% employer match about $225,200 at 4% or $150,133 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-3$635,263$54,048$18,016iApproximate average salary by contribution assumption: employee only about $450,400 at 4% or $300,267 at 6%; with 50% employer match about $300,267 at 4% or $200,178 at 6%; with 100% employer match about $225,200 at 4% or $150,133 at 6%.
201213$453,026$55,508$18,503iApproximate average salary by contribution assumption: employee only about $462,567 at 4% or $308,378 at 6%; with 50% employer match about $308,378 at 4% or $205,585 at 6%; with 100% employer match about $231,283 at 4% or $154,189 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-3$453,026$55,508$18,503iApproximate average salary by contribution assumption: employee only about $462,567 at 4% or $308,378 at 6%; with 50% employer match about $308,378 at 4% or $205,585 at 6%; with 100% employer match about $231,283 at 4% or $154,189 at 6%.
201114$796,203$638,688$159,672iApproximate average salary by contribution assumption: employee only about $3,991,800 at 4% or $2,661,200 at 6%; with 50% employer match about $2,661,200 at 4% or $1,774,133 at 6%; with 100% employer match about $1,995,900 at 4% or $1,330,600 at 6%.
Trinity Surgical Associates, P.A. Profit Sharing Plan-4$796,203$638,688$159,672iApproximate average salary by contribution assumption: employee only about $3,991,800 at 4% or $2,661,200 at 6%; with 50% employer match about $2,661,200 at 4% or $1,774,133 at 6%; with 100% employer match about $1,995,900 at 4% or $1,330,600 at 6%.