Civic Intelligence

Tr Financial Services Inc.

Plan context: Trfs 401(K) Plan & Trust

EIN 33-0984538 • 16 filings • 2 plans

Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$169,470

2019 Contributions

$750

Historical Graphs

Total Assets Over Time

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

$169,470$84,735$0200420122019YearValue
$169,470Latest year 2019

Participants Over Time

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

420200420122019YearValue
2Latest year 2019

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
201912$169,470$0-
Trfs 401(K) Plan & Trust-2$169,470--
201812$158,099$0-
Trfs 401(K) Plan & Trust-2$158,099--
201712$163,111$0-
Trfs 401(K) Plan & Trust-2$163,111--
201612$155,843$0-
Trfs 401(K) Plan & Trust-2$155,843--
201512$151,658$0-
Trfs 401(K) Plan & Trust-2$151,658--
201412$152,008$0-
Trfs 401(K) Plan & Trust-2$152,008--
201312$147,882$0-
Trfs 401(K) Plan & Trust-2$147,882--
201212$135,597$0-
Trfs 401(K) Plan & Trust-2$135,597--
201112$127,115$750$375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%.
Trfs 401(K) Plan & Trust-2$127,115$750$375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%.
201012$137,064$0-
Trfs 401(K) Plan & Trust-2$137,064--
200912$123,418$79,879$39,940iApproximate average salary by contribution assumption: employee only about $998,488 at 4% or $665,658 at 6%; with 50% employer match about $665,658 at 4% or $443,772 at 6%; with 100% employer match about $499,244 at 4% or $332,829 at 6%.
Trfs 401(K) Plan & Trust-2$123,418$79,879$39,940iApproximate average salary by contribution assumption: employee only about $998,488 at 4% or $665,658 at 6%; with 50% employer match about $665,658 at 4% or $443,772 at 6%; with 100% employer match about $499,244 at 4% or $332,829 at 6%.
200812$35,564$960$480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%.
Trfs 401(K) Plan & Trust-2$35,564$960$480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%.
200712$47,286$0-
Trfs 401(K) Plan & Trust-2$47,286--
200613$43,821$780$260iApproximate average salary by contribution assumption: employee only about $6,500 at 4% or $4,333 at 6%; with 50% employer match about $4,333 at 4% or $2,889 at 6%; with 100% employer match about $3,250 at 4% or $2,167 at 6%.
Trfs 401(K) Plan & Trust-3$43,821$780$260iApproximate average salary by contribution assumption: employee only about $6,500 at 4% or $4,333 at 6%; with 50% employer match about $4,333 at 4% or $2,889 at 6%; with 100% employer match about $3,250 at 4% or $2,167 at 6%.
200513$37,839$28,952$9,651iApproximate average salary by contribution assumption: employee only about $241,267 at 4% or $160,844 at 6%; with 50% employer match about $160,844 at 4% or $107,230 at 6%; with 100% employer match about $120,633 at 4% or $80,422 at 6%.
Trfs 401(K) Plan & Trust-3$37,839$28,952$9,651iApproximate average salary by contribution assumption: employee only about $241,267 at 4% or $160,844 at 6%; with 50% employer match about $160,844 at 4% or $107,230 at 6%; with 100% employer match about $120,633 at 4% or $80,422 at 6%.
200414$8,201$8,465$2,116iApproximate average salary by contribution assumption: employee only about $52,906 at 4% or $35,271 at 6%; with 50% employer match about $35,271 at 4% or $23,514 at 6%; with 100% employer match about $26,453 at 4% or $17,635 at 6%.
Trfs 401(K) Plan & Trust-4$8,201$8,465$2,116iApproximate average salary by contribution assumption: employee only about $52,906 at 4% or $35,271 at 6%; with 50% employer match about $35,271 at 4% or $23,514 at 6%; with 100% employer match about $26,453 at 4% or $17,635 at 6%.