Civic Intelligence

Tri-County Assurance Agency

Plan context: Tri-County Assurance Agency 401(K) Plan

EIN 31-1386383 • Fairfield, OH • 5 filings • 1 plans

7100 Dixie Hwy.Suite 122Fairfield, OH 45014
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,502,141

2025 Contributions

$173,029

Historical Graphs

Total Assets Over Time

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

$2,502,141$1,251,071$0202120232025YearValue
$2,502,141Latest year 2025

Participants Over Time

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

950202120232025YearValue
8Latest year 2025

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
202518$2,502,141$173,029$21,629iApproximate average salary by contribution assumption: employee only about $540,716 at 4% or $360,477 at 6%; with 50% employer match about $360,477 at 4% or $240,318 at 6%; with 100% employer match about $270,358 at 4% or $180,239 at 6%.
Tri-County Assurance Agency 401(K) Plan-8$2,502,141$173,029$21,629iApproximate average salary by contribution assumption: employee only about $540,716 at 4% or $360,477 at 6%; with 50% employer match about $360,477 at 4% or $240,318 at 6%; with 100% employer match about $270,358 at 4% or $180,239 at 6%.
202418$1,996,027$292,289$36,536iApproximate average salary by contribution assumption: employee only about $913,403 at 4% or $608,935 at 6%; with 50% employer match about $608,935 at 4% or $405,957 at 6%; with 100% employer match about $456,702 at 4% or $304,468 at 6%.
Tri-County Assurance Agency 401(K) Plan-8$1,996,027$292,289$36,536iApproximate average salary by contribution assumption: employee only about $913,403 at 4% or $608,935 at 6%; with 50% employer match about $608,935 at 4% or $405,957 at 6%; with 100% employer match about $456,702 at 4% or $304,468 at 6%.
202318$1,491,275$56,426$7,053iApproximate average salary by contribution assumption: employee only about $176,331 at 4% or $117,554 at 6%; with 50% employer match about $117,554 at 4% or $78,369 at 6%; with 100% employer match about $88,166 at 4% or $58,777 at 6%.
Tri-County Assurance Agency 401(K) Plan-8$1,491,275$56,426$7,053iApproximate average salary by contribution assumption: employee only about $176,331 at 4% or $117,554 at 6%; with 50% employer match about $117,554 at 4% or $78,369 at 6%; with 100% employer match about $88,166 at 4% or $58,777 at 6%.
202218$1,221,180$50,876$6,360iApproximate average salary by contribution assumption: employee only about $158,988 at 4% or $105,992 at 6%; with 50% employer match about $105,992 at 4% or $70,661 at 6%; with 100% employer match about $79,494 at 4% or $52,996 at 6%.
Tri-County Assurance Agency 401(K) Plan-8$1,221,180$50,876$6,360iApproximate average salary by contribution assumption: employee only about $158,988 at 4% or $105,992 at 6%; with 50% employer match about $105,992 at 4% or $70,661 at 6%; with 100% employer match about $79,494 at 4% or $52,996 at 6%.
202119$1,441,319$1,348,330$149,814iApproximate average salary by contribution assumption: employee only about $3,745,361 at 4% or $2,496,907 at 6%; with 50% employer match about $2,496,907 at 4% or $1,664,605 at 6%; with 100% employer match about $1,872,681 at 4% or $1,248,454 at 6%.
Tri-County Assurance Agency 401(K) Plan-9$1,441,319$1,348,330$149,814iApproximate average salary by contribution assumption: employee only about $3,745,361 at 4% or $2,496,907 at 6%; with 50% employer match about $2,496,907 at 4% or $1,664,605 at 6%; with 100% employer match about $1,872,681 at 4% or $1,248,454 at 6%.