Civic Intelligence

First Trinity Financial

Plan context: First Trinity Financial

EIN 34-1991436 • Tulsa, OK • 19 filings • 5 plans

7633 E 63rd Pl Ste 230Tulsa, OK 74133-1246
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$4,110,501

2025 Contributions

$301,204

Historical Graphs

Total Assets Over Time

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

$4,110,501$2,055,251$0200820172025YearValue
$4,110,501Latest year 2025

Participants Over Time

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

21110200720162025YearValue
21Latest 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
2025121$4,110,501$301,204$14,343iApproximate average salary by contribution assumption: employee only about $358,576 at 4% or $239,051 at 6%; with 50% employer match about $239,051 at 4% or $159,367 at 6%; with 100% employer match about $179,288 at 4% or $119,525 at 6%.
First Trinity Financial-21$4,110,501$301,204$14,343iApproximate average salary by contribution assumption: employee only about $358,576 at 4% or $239,051 at 6%; with 50% employer match about $239,051 at 4% or $159,367 at 6%; with 100% employer match about $179,288 at 4% or $119,525 at 6%.
2024119$3,339,923$285,474$15,025iApproximate average salary by contribution assumption: employee only about $375,624 at 4% or $250,416 at 6%; with 50% employer match about $250,416 at 4% or $166,944 at 6%; with 100% employer match about $187,812 at 4% or $125,208 at 6%.
First Trinity Financial-19$3,339,923$285,474$15,025iApproximate average salary by contribution assumption: employee only about $375,624 at 4% or $250,416 at 6%; with 50% employer match about $250,416 at 4% or $166,944 at 6%; with 100% employer match about $187,812 at 4% or $125,208 at 6%.
2023117$2,649,496$241,831$14,225iApproximate average salary by contribution assumption: employee only about $355,634 at 4% or $237,089 at 6%; with 50% employer match about $237,089 at 4% or $158,059 at 6%; with 100% employer match about $177,817 at 4% or $118,545 at 6%.
First Trinity Financial-17$2,649,496$241,831$14,225iApproximate average salary by contribution assumption: employee only about $355,634 at 4% or $237,089 at 6%; with 50% employer match about $237,089 at 4% or $158,059 at 6%; with 100% employer match about $177,817 at 4% or $118,545 at 6%.
2022112$1,989,638$204,762$17,064iApproximate average salary by contribution assumption: employee only about $426,588 at 4% or $284,392 at 6%; with 50% employer match about $284,392 at 4% or $189,594 at 6%; with 100% employer match about $213,294 at 4% or $142,196 at 6%.
First Trinity Financial-12$1,989,638$204,762$17,064iApproximate average salary by contribution assumption: employee only about $426,588 at 4% or $284,392 at 6%; with 50% employer match about $284,392 at 4% or $189,594 at 6%; with 100% employer match about $213,294 at 4% or $142,196 at 6%.
2021112$2,325,747$188,825$15,735iApproximate average salary by contribution assumption: employee only about $393,385 at 4% or $262,257 at 6%; with 50% employer match about $262,257 at 4% or $174,838 at 6%; with 100% employer match about $196,693 at 4% or $131,128 at 6%.
First Trinity Financial-12$2,325,747$188,825$15,735iApproximate average salary by contribution assumption: employee only about $393,385 at 4% or $262,257 at 6%; with 50% employer match about $262,257 at 4% or $174,838 at 6%; with 100% employer match about $196,693 at 4% or $131,128 at 6%.
2020113$1,816,225$183,212$14,093iApproximate average salary by contribution assumption: employee only about $352,331 at 4% or $234,887 at 6%; with 50% employer match about $234,887 at 4% or $156,591 at 6%; with 100% employer match about $176,165 at 4% or $117,444 at 6%.
First Trinity Financial-13$1,816,225$183,212$14,093iApproximate average salary by contribution assumption: employee only about $352,331 at 4% or $234,887 at 6%; with 50% employer match about $234,887 at 4% or $156,591 at 6%; with 100% employer match about $176,165 at 4% or $117,444 at 6%.
2019112$1,408,573$176,680$14,723iApproximate average salary by contribution assumption: employee only about $368,083 at 4% or $245,389 at 6%; with 50% employer match about $245,389 at 4% or $163,593 at 6%; with 100% employer match about $184,042 at 4% or $122,694 at 6%.
First Trinity Financial-12$1,408,573$176,680$14,723iApproximate average salary by contribution assumption: employee only about $368,083 at 4% or $245,389 at 6%; with 50% employer match about $245,389 at 4% or $163,593 at 6%; with 100% employer match about $184,042 at 4% or $122,694 at 6%.
201819$968,124$183,776$20,420iApproximate average salary by contribution assumption: employee only about $510,489 at 4% or $340,326 at 6%; with 50% employer match about $340,326 at 4% or $226,884 at 6%; with 100% employer match about $255,244 at 4% or $170,163 at 6%.
First Trinity Financial-9$968,124$183,776$20,420iApproximate average salary by contribution assumption: employee only about $510,489 at 4% or $340,326 at 6%; with 50% employer match about $340,326 at 4% or $226,884 at 6%; with 100% employer match about $255,244 at 4% or $170,163 at 6%.
201719$878,770$144,591$16,066iApproximate average salary by contribution assumption: employee only about $401,642 at 4% or $267,761 at 6%; with 50% employer match about $267,761 at 4% or $178,507 at 6%; with 100% employer match about $200,821 at 4% or $133,881 at 6%.
First Trinity Financial-9$878,770$144,591$16,066iApproximate average salary by contribution assumption: employee only about $401,642 at 4% or $267,761 at 6%; with 50% employer match about $267,761 at 4% or $178,507 at 6%; with 100% employer match about $200,821 at 4% or $133,881 at 6%.
201618$608,182$125,871$15,734iApproximate average salary by contribution assumption: employee only about $393,347 at 4% or $262,231 at 6%; with 50% employer match about $262,231 at 4% or $174,821 at 6%; with 100% employer match about $196,673 at 4% or $131,116 at 6%.
First Trinity Financial-8$608,182$125,871$15,734iApproximate average salary by contribution assumption: employee only about $393,347 at 4% or $262,231 at 6%; with 50% employer match about $262,231 at 4% or $174,821 at 6%; with 100% employer match about $196,673 at 4% or $131,116 at 6%.
201517$419,980$108,894$15,556iApproximate average salary by contribution assumption: employee only about $388,907 at 4% or $259,271 at 6%; with 50% employer match about $259,271 at 4% or $172,848 at 6%; with 100% employer match about $194,454 at 4% or $129,636 at 6%.
First Trinity Financial-7$419,980$108,894$15,556iApproximate average salary by contribution assumption: employee only about $388,907 at 4% or $259,271 at 6%; with 50% employer match about $259,271 at 4% or $172,848 at 6%; with 100% employer match about $194,454 at 4% or $129,636 at 6%.
201414$335,003$25,927$6,482iApproximate average salary by contribution assumption: employee only about $162,044 at 4% or $108,029 at 6%; with 50% employer match about $108,029 at 4% or $72,019 at 6%; with 100% employer match about $81,022 at 4% or $54,015 at 6%.
First Trinity Financial-4$335,003$25,927$6,482iApproximate average salary by contribution assumption: employee only about $162,044 at 4% or $108,029 at 6%; with 50% employer match about $108,029 at 4% or $72,019 at 6%; with 100% employer match about $81,022 at 4% or $54,015 at 6%.
201314$319,585$37,604$9,401iApproximate average salary by contribution assumption: employee only about $235,025 at 4% or $156,683 at 6%; with 50% employer match about $156,683 at 4% or $104,456 at 6%; with 100% employer match about $117,513 at 4% or $78,342 at 6%.
First Trinity Financial-4$319,585$37,604$9,401iApproximate average salary by contribution assumption: employee only about $235,025 at 4% or $156,683 at 6%; with 50% employer match about $156,683 at 4% or $104,456 at 6%; with 100% employer match about $117,513 at 4% or $78,342 at 6%.
201214$269,251$47,500$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
First Trinity Financial-4$269,251$47,500$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
201115$251,596$44,583$8,917iApproximate average salary by contribution assumption: employee only about $222,915 at 4% or $148,610 at 6%; with 50% employer match about $148,610 at 4% or $99,073 at 6%; with 100% employer match about $111,458 at 4% or $74,305 at 6%.
First Trinity Financial-5$251,596$44,583$8,917iApproximate average salary by contribution assumption: employee only about $222,915 at 4% or $148,610 at 6%; with 50% employer match about $148,610 at 4% or $99,073 at 6%; with 100% employer match about $111,458 at 4% or $74,305 at 6%.
201015$230,097$53,917$10,783iApproximate average salary by contribution assumption: employee only about $269,585 at 4% or $179,723 at 6%; with 50% employer match about $179,723 at 4% or $119,816 at 6%; with 100% employer match about $134,793 at 4% or $89,862 at 6%.
First Trinity Financial-5$230,097$53,917$10,783iApproximate average salary by contribution assumption: employee only about $269,585 at 4% or $179,723 at 6%; with 50% employer match about $179,723 at 4% or $119,816 at 6%; with 100% employer match about $134,793 at 4% or $89,862 at 6%.
200914$148,497$59,375$14,844iApproximate average salary by contribution assumption: employee only about $371,094 at 4% or $247,396 at 6%; with 50% employer match about $247,396 at 4% or $164,931 at 6%; with 100% employer match about $185,547 at 4% or $123,698 at 6%.
First Trinity Financial-4$148,497$59,375$14,844iApproximate average salary by contribution assumption: employee only about $371,094 at 4% or $247,396 at 6%; with 50% employer match about $247,396 at 4% or $164,931 at 6%; with 100% employer match about $185,547 at 4% or $123,698 at 6%.
200817$62,026$53,560$7,651iApproximate average salary by contribution assumption: employee only about $191,286 at 4% or $127,524 at 6%; with 50% employer match about $127,524 at 4% or $85,016 at 6%; with 100% employer match about $95,643 at 4% or $63,762 at 6%.
First Trinity Financial-7$62,026$53,560$7,651iApproximate average salary by contribution assumption: employee only about $191,286 at 4% or $127,524 at 6%; with 50% employer match about $127,524 at 4% or $85,016 at 6%; with 100% employer match about $95,643 at 4% or $63,762 at 6%.
200717$0$0-
First Trinity Financial-7---