Civic Intelligence

Tricord Advisors Inc.

Plan context: Tricord Advisors Inc. 401(K) Profit Sharing Plan

EIN 27-3812714 • Riverside, CA • 14 filings • 3 plans

6772 Magnolia AvenueRiverside, CA 92506
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,739,640

2024 Contributions

$111,483

Historical Graphs

Total Assets Over Time

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

$2,739,640$1,369,820$0201120182024YearValue
$2,739,640Latest year 2024

Participants Over Time

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

1260201120182024YearValue
12Latest 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
2024112$2,739,640$111,483$9,290iApproximate average salary by contribution assumption: employee only about $232,256 at 4% or $154,838 at 6%; with 50% employer match about $154,838 at 4% or $103,225 at 6%; with 100% employer match about $116,128 at 4% or $77,419 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-12$2,739,640$111,483$9,290iApproximate average salary by contribution assumption: employee only about $232,256 at 4% or $154,838 at 6%; with 50% employer match about $154,838 at 4% or $103,225 at 6%; with 100% employer match about $116,128 at 4% or $77,419 at 6%.
2023112$2,192,589$121,285$10,107iApproximate average salary by contribution assumption: employee only about $252,677 at 4% or $168,451 at 6%; with 50% employer match about $168,451 at 4% or $112,301 at 6%; with 100% employer match about $126,339 at 4% or $84,226 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-12$2,192,589$121,285$10,107iApproximate average salary by contribution assumption: employee only about $252,677 at 4% or $168,451 at 6%; with 50% employer match about $168,451 at 4% or $112,301 at 6%; with 100% employer match about $126,339 at 4% or $84,226 at 6%.
202219$2,230,530$102,660$11,407iApproximate average salary by contribution assumption: employee only about $285,167 at 4% or $190,111 at 6%; with 50% employer match about $190,111 at 4% or $126,741 at 6%; with 100% employer match about $142,583 at 4% or $95,056 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-9$2,230,530$102,660$11,407iApproximate average salary by contribution assumption: employee only about $285,167 at 4% or $190,111 at 6%; with 50% employer match about $190,111 at 4% or $126,741 at 6%; with 100% employer match about $142,583 at 4% or $95,056 at 6%.
202118$2,463,055$117,779$14,722iApproximate average salary by contribution assumption: employee only about $368,059 at 4% or $245,373 at 6%; with 50% employer match about $245,373 at 4% or $163,582 at 6%; with 100% employer match about $184,030 at 4% or $122,686 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-8$2,463,055$117,779$14,722iApproximate average salary by contribution assumption: employee only about $368,059 at 4% or $245,373 at 6%; with 50% employer match about $245,373 at 4% or $163,582 at 6%; with 100% employer match about $184,030 at 4% or $122,686 at 6%.
202017$1,967,584$121,979$17,426iApproximate average salary by contribution assumption: employee only about $435,639 at 4% or $290,426 at 6%; with 50% employer match about $290,426 at 4% or $193,617 at 6%; with 100% employer match about $217,820 at 4% or $145,213 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-7$1,967,584$121,979$17,426iApproximate average salary by contribution assumption: employee only about $435,639 at 4% or $290,426 at 6%; with 50% employer match about $290,426 at 4% or $193,617 at 6%; with 100% employer match about $217,820 at 4% or $145,213 at 6%.
201916$1,849,999$106,766$17,794iApproximate average salary by contribution assumption: employee only about $444,858 at 4% or $296,572 at 6%; with 50% employer match about $296,572 at 4% or $197,715 at 6%; with 100% employer match about $222,429 at 4% or $148,286 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-6$1,849,999$106,766$17,794iApproximate average salary by contribution assumption: employee only about $444,858 at 4% or $296,572 at 6%; with 50% employer match about $296,572 at 4% or $197,715 at 6%; with 100% employer match about $222,429 at 4% or $148,286 at 6%.
201816$1,453,879$104,306$17,384iApproximate average salary by contribution assumption: employee only about $434,608 at 4% or $289,739 at 6%; with 50% employer match about $289,739 at 4% or $193,159 at 6%; with 100% employer match about $217,304 at 4% or $144,869 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-6$1,453,879$104,306$17,384iApproximate average salary by contribution assumption: employee only about $434,608 at 4% or $289,739 at 6%; with 50% employer match about $289,739 at 4% or $193,159 at 6%; with 100% employer match about $217,304 at 4% or $144,869 at 6%.
201716$1,494,250$98,124$16,354iApproximate average salary by contribution assumption: employee only about $408,850 at 4% or $272,567 at 6%; with 50% employer match about $272,567 at 4% or $181,711 at 6%; with 100% employer match about $204,425 at 4% or $136,283 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-6$1,494,250$98,124$16,354iApproximate average salary by contribution assumption: employee only about $408,850 at 4% or $272,567 at 6%; with 50% employer match about $272,567 at 4% or $181,711 at 6%; with 100% employer match about $204,425 at 4% or $136,283 at 6%.
201617$1,210,828$106,190$15,170iApproximate average salary by contribution assumption: employee only about $379,250 at 4% or $252,833 at 6%; with 50% employer match about $252,833 at 4% or $168,556 at 6%; with 100% employer match about $189,625 at 4% or $126,417 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-7$1,210,828$106,190$15,170iApproximate average salary by contribution assumption: employee only about $379,250 at 4% or $252,833 at 6%; with 50% employer match about $252,833 at 4% or $168,556 at 6%; with 100% employer match about $189,625 at 4% or $126,417 at 6%.
201516$998,079$93,666$15,611iApproximate average salary by contribution assumption: employee only about $390,275 at 4% or $260,183 at 6%; with 50% employer match about $260,183 at 4% or $173,456 at 6%; with 100% employer match about $195,138 at 4% or $130,092 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-6$998,079$93,666$15,611iApproximate average salary by contribution assumption: employee only about $390,275 at 4% or $260,183 at 6%; with 50% employer match about $260,183 at 4% or $173,456 at 6%; with 100% employer match about $195,138 at 4% or $130,092 at 6%.
201415$983,052$76,324$15,265iApproximate average salary by contribution assumption: employee only about $381,620 at 4% or $254,413 at 6%; with 50% employer match about $254,413 at 4% or $169,609 at 6%; with 100% employer match about $190,810 at 4% or $127,207 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-5$983,052$76,324$15,265iApproximate average salary by contribution assumption: employee only about $381,620 at 4% or $254,413 at 6%; with 50% employer match about $254,413 at 4% or $169,609 at 6%; with 100% employer match about $190,810 at 4% or $127,207 at 6%.
201315$877,261$74,194$14,839iApproximate average salary by contribution assumption: employee only about $370,970 at 4% or $247,313 at 6%; with 50% employer match about $247,313 at 4% or $164,876 at 6%; with 100% employer match about $185,485 at 4% or $123,657 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-5$877,261$74,194$14,839iApproximate average salary by contribution assumption: employee only about $370,970 at 4% or $247,313 at 6%; with 50% employer match about $247,313 at 4% or $164,876 at 6%; with 100% employer match about $185,485 at 4% or $123,657 at 6%.
201214$713,438$67,813$16,953iApproximate average salary by contribution assumption: employee only about $423,831 at 4% or $282,554 at 6%; with 50% employer match about $282,554 at 4% or $188,369 at 6%; with 100% employer match about $211,916 at 4% or $141,277 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-4$713,438$67,813$16,953iApproximate average salary by contribution assumption: employee only about $423,831 at 4% or $282,554 at 6%; with 50% employer match about $282,554 at 4% or $188,369 at 6%; with 100% employer match about $211,916 at 4% or $141,277 at 6%.
201115$605,527$70,572$14,114iApproximate average salary by contribution assumption: employee only about $352,860 at 4% or $235,240 at 6%; with 50% employer match about $235,240 at 4% or $156,827 at 6%; with 100% employer match about $176,430 at 4% or $117,620 at 6%.
Tricord Advisors Inc. 401(K) Profit Sharing Plan-5$605,527$70,572$14,114iApproximate average salary by contribution assumption: employee only about $352,860 at 4% or $235,240 at 6%; with 50% employer match about $235,240 at 4% or $156,827 at 6%; with 100% employer match about $176,430 at 4% or $117,620 at 6%.