Civic Intelligence

Trinity Insurance & Financial Services Inc.

Plan context: Trinity Insurance & Financial Services Cash Balance Plan

EIN 27-2475370 • Ozark, MO • 22 filings • 2 plans

5511 N. Farmer Branch RoadSte. 101Ozark, MO 65721
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,292,814

2024 Contributions

$196,929

Historical Graphs

Total Assets Over Time

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

$2,292,814$1,146,407$0201420192024YearValue
$2,292,814Latest year 2024

Participants Over Time

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

320201420192024YearValue
3Latest 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
202423$2,292,814$196,929$65,643iApproximate average salary by contribution assumption: employee only about $1,641,075 at 4% or $1,094,050 at 6%; with 50% employer match about $1,094,050 at 4% or $729,367 at 6%; with 100% employer match about $820,538 at 4% or $547,025 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-3$1,572,791$97,614$32,538iApproximate average salary by contribution assumption: employee only about $813,450 at 4% or $542,300 at 6%; with 50% employer match about $542,300 at 4% or $361,533 at 6%; with 100% employer match about $406,725 at 4% or $271,150 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-3$720,023$99,315$33,105iApproximate average salary by contribution assumption: employee only about $827,625 at 4% or $551,750 at 6%; with 50% employer match about $551,750 at 4% or $367,833 at 6%; with 100% employer match about $413,813 at 4% or $275,875 at 6%.
202323$1,839,728$247,080$82,360iApproximate average salary by contribution assumption: employee only about $2,059,000 at 4% or $1,372,667 at 6%; with 50% employer match about $1,372,667 at 4% or $915,111 at 6%; with 100% employer match about $1,029,500 at 4% or $686,333 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-3$1,335,022$191,000$63,667iApproximate average salary by contribution assumption: employee only about $1,591,667 at 4% or $1,061,111 at 6%; with 50% employer match about $1,061,111 at 4% or $707,407 at 6%; with 100% employer match about $795,833 at 4% or $530,556 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-3$504,706$56,080$18,693iApproximate average salary by contribution assumption: employee only about $467,333 at 4% or $311,556 at 6%; with 50% employer match about $311,556 at 4% or $207,704 at 6%; with 100% employer match about $233,667 at 4% or $155,778 at 6%.
202223$1,495,649$286,227$95,409iApproximate average salary by contribution assumption: employee only about $2,385,225 at 4% or $1,590,150 at 6%; with 50% employer match about $1,590,150 at 4% or $1,060,100 at 6%; with 100% employer match about $1,192,613 at 4% or $795,075 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-3$1,087,961$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-3$407,688$86,227$28,742iApproximate average salary by contribution assumption: employee only about $718,558 at 4% or $479,039 at 6%; with 50% employer match about $479,039 at 4% or $319,359 at 6%; with 100% employer match about $359,279 at 4% or $239,519 at 6%.
202123$1,269,304$183,932$61,311iApproximate average salary by contribution assumption: employee only about $1,532,767 at 4% or $1,021,844 at 6%; with 50% employer match about $1,021,844 at 4% or $681,230 at 6%; with 100% employer match about $766,383 at 4% or $510,922 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-3$892,000$104,181$34,727iApproximate average salary by contribution assumption: employee only about $868,175 at 4% or $578,783 at 6%; with 50% employer match about $578,783 at 4% or $385,856 at 6%; with 100% employer match about $434,088 at 4% or $289,392 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-3$377,304$79,751$26,584iApproximate average salary by contribution assumption: employee only about $664,592 at 4% or $443,061 at 6%; with 50% employer match about $443,061 at 4% or $295,374 at 6%; with 100% employer match about $332,296 at 4% or $221,531 at 6%.
202023$1,066,781$176,036$58,679iApproximate average salary by contribution assumption: employee only about $1,466,967 at 4% or $977,978 at 6%; with 50% employer match about $977,978 at 4% or $651,985 at 6%; with 100% employer match about $733,483 at 4% or $488,989 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-3$769,160$103,892$34,631iApproximate average salary by contribution assumption: employee only about $865,767 at 4% or $577,178 at 6%; with 50% employer match about $577,178 at 4% or $384,785 at 6%; with 100% employer match about $432,883 at 4% or $288,589 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-3$297,621$72,144$24,048iApproximate average salary by contribution assumption: employee only about $601,200 at 4% or $400,800 at 6%; with 50% employer match about $400,800 at 4% or $267,200 at 6%; with 100% employer match about $300,600 at 4% or $200,400 at 6%.
201922$877,759$166,532$83,266iApproximate average salary by contribution assumption: employee only about $2,081,650 at 4% or $1,387,767 at 6%; with 50% employer match about $1,387,767 at 4% or $925,178 at 6%; with 100% employer match about $1,040,825 at 4% or $693,883 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-2$655,315$102,150$51,075iApproximate average salary by contribution assumption: employee only about $1,276,875 at 4% or $851,250 at 6%; with 50% employer match about $851,250 at 4% or $567,500 at 6%; with 100% employer match about $638,438 at 4% or $425,625 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-2$222,444$64,382$32,191iApproximate average salary by contribution assumption: employee only about $804,775 at 4% or $536,517 at 6%; with 50% employer match about $536,517 at 4% or $357,678 at 6%; with 100% employer match about $402,388 at 4% or $268,258 at 6%.
201822$677,337$166,911$83,456iApproximate average salary by contribution assumption: employee only about $2,086,388 at 4% or $1,390,925 at 6%; with 50% employer match about $1,390,925 at 4% or $927,283 at 6%; with 100% employer match about $1,043,194 at 4% or $695,463 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-2$532,805$143,265$71,633iApproximate average salary by contribution assumption: employee only about $1,790,813 at 4% or $1,193,875 at 6%; with 50% employer match about $1,193,875 at 4% or $795,917 at 6%; with 100% employer match about $895,406 at 4% or $596,938 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-2$144,532$23,646$11,823iApproximate average salary by contribution assumption: employee only about $295,575 at 4% or $197,050 at 6%; with 50% employer match about $197,050 at 4% or $131,367 at 6%; with 100% employer match about $147,788 at 4% or $98,525 at 6%.
201722$555,089$178,081$89,041iApproximate average salary by contribution assumption: employee only about $2,226,013 at 4% or $1,484,008 at 6%; with 50% employer match about $1,484,008 at 4% or $989,339 at 6%; with 100% employer match about $1,113,006 at 4% or $742,004 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-1$418,363$147,121$147,121iApproximate average salary by contribution assumption: employee only about $3,678,025 at 4% or $2,452,017 at 6%; with 50% employer match about $2,452,017 at 4% or $1,634,678 at 6%; with 100% employer match about $1,839,013 at 4% or $1,226,008 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-2$136,726$30,960$15,480iApproximate average salary by contribution assumption: employee only about $387,000 at 4% or $258,000 at 6%; with 50% employer match about $258,000 at 4% or $172,000 at 6%; with 100% employer match about $193,500 at 4% or $129,000 at 6%.
201622$362,771$112,796$56,398iApproximate average salary by contribution assumption: employee only about $1,409,950 at 4% or $939,967 at 6%; with 50% employer match about $939,967 at 4% or $626,644 at 6%; with 100% employer match about $704,975 at 4% or $469,983 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-1$265,340$83,616$83,616iApproximate average salary by contribution assumption: employee only about $2,090,400 at 4% or $1,393,600 at 6%; with 50% employer match about $1,393,600 at 4% or $929,067 at 6%; with 100% employer match about $1,045,200 at 4% or $696,800 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-2$97,431$29,180$14,590iApproximate average salary by contribution assumption: employee only about $364,750 at 4% or $243,167 at 6%; with 50% employer match about $243,167 at 4% or $162,111 at 6%; with 100% employer match about $182,375 at 4% or $121,583 at 6%.
201522$268,663$118,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-2$187,033$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-2$81,630$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201422$154,395$138,395$69,198iApproximate average salary by contribution assumption: employee only about $1,729,938 at 4% or $1,153,292 at 6%; with 50% employer match about $1,153,292 at 4% or $768,861 at 6%; with 100% employer match about $864,969 at 4% or $576,646 at 6%.
Trinity Insurance & Financial Services Cash Balance Plan-2$100,750$100,750$50,375iApproximate average salary by contribution assumption: employee only about $1,259,375 at 4% or $839,583 at 6%; with 50% employer match about $839,583 at 4% or $559,722 at 6%; with 100% employer match about $629,688 at 4% or $419,792 at 6%.
Trinity Insurance & Financial Services Inc. 401(K) Profit Sharing Plan-2$53,645$37,645$18,823iApproximate average salary by contribution assumption: employee only about $470,563 at 4% or $313,708 at 6%; with 50% employer match about $313,708 at 4% or $209,139 at 6%; with 100% employer match about $235,281 at 4% or $156,854 at 6%.