Civic Intelligence

TRI-UNIVERSAL, INC.

Plan context: TRI UNIVERSAL INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 34-1994992 • Pleasanton, CA • 18 filings • 3 plans

1047 Sperpentine Lane #200Pleasanton, CA 94566
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$1,337,612

2025 Contributions

$113,011

Historical Graphs

Total Assets Over Time

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

$1,680,459$840,230$0201120182025YearValue
$1,337,612Latest year 2025

Participants Over Time

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

1680201120182025YearValue
16Latest 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
2025116$1,337,612$113,011$7,063iApproximate average salary by contribution assumption: employee only about $176,580 at 4% or $117,720 at 6%; with 50% employer match about $117,720 at 4% or $78,480 at 6%; with 100% employer match about $88,290 at 4% or $58,860 at 6%.
TRI UNIVERSAL INC 401(K) PROFIT SHARING PLAN & TRUST-16$1,337,612$113,011$7,063iApproximate average salary by contribution assumption: employee only about $176,580 at 4% or $117,720 at 6%; with 50% employer match about $117,720 at 4% or $78,480 at 6%; with 100% employer match about $88,290 at 4% or $58,860 at 6%.
202417$851,076$193,955$27,708iApproximate average salary by contribution assumption: employee only about $692,696 at 4% or $461,798 at 6%; with 50% employer match about $461,798 at 4% or $307,865 at 6%; with 100% employer match about $346,348 at 4% or $230,899 at 6%.
TRI-UNIVERSAL, INC. CASH BALANCE PENSION PLAN-7$851,076$193,955$27,708iApproximate average salary by contribution assumption: employee only about $692,696 at 4% or $461,798 at 6%; with 50% employer match about $461,798 at 4% or $307,865 at 6%; with 100% employer match about $346,348 at 4% or $230,899 at 6%.
2023215$1,680,459$315,375$21,025iApproximate average salary by contribution assumption: employee only about $525,625 at 4% or $350,417 at 6%; with 50% employer match about $350,417 at 4% or $233,611 at 6%; with 100% employer match about $262,813 at 4% or $175,208 at 6%.
TRI UNIVERSAL INC 401(K) PROFIT SHARING PLAN & TRUST-15$1,051,715$170,270$11,351iApproximate average salary by contribution assumption: employee only about $283,783 at 4% or $189,189 at 6%; with 50% employer match about $189,189 at 4% or $126,126 at 6%; with 100% employer match about $141,892 at 4% or $94,594 at 6%.
TRI-UNIVERSAL, INC. CASH BALANCE PENSION PLAN-5$628,744$145,105$29,021iApproximate average salary by contribution assumption: employee only about $725,525 at 4% or $483,683 at 6%; with 50% employer match about $483,683 at 4% or $322,456 at 6%; with 100% employer match about $362,763 at 4% or $241,842 at 6%.
2022211$1,198,715$441,696$40,154iApproximate average salary by contribution assumption: employee only about $1,003,855 at 4% or $669,236 at 6%; with 50% employer match about $669,236 at 4% or $446,158 at 6%; with 100% employer match about $501,927 at 4% or $334,618 at 6%.
TRI UNIVERSAL INC 401(K) PROFIT SHARING PLAN & TRUST-11$743,500$205,696$18,700iApproximate average salary by contribution assumption: employee only about $467,491 at 4% or $311,661 at 6%; with 50% employer match about $311,661 at 4% or $207,774 at 6%; with 100% employer match about $233,745 at 4% or $155,830 at 6%.
TRI-UNIVERSAL, INC. CASH BALANCE PENSION PLAN-5$455,215$236,000$47,200iApproximate average salary by contribution assumption: employee only about $1,180,000 at 4% or $786,667 at 6%; with 50% employer match about $786,667 at 4% or $524,444 at 6%; with 100% employer match about $590,000 at 4% or $393,333 at 6%.
202126$919,303$398,197$66,366iApproximate average salary by contribution assumption: employee only about $1,659,154 at 4% or $1,106,103 at 6%; with 50% employer match about $1,106,103 at 4% or $737,402 at 6%; with 100% employer match about $829,577 at 4% or $553,051 at 6%.
TRI UNIVERSAL INC 401(K) PROFIT SHARING PLAN & TRUST-6$692,243$171,137$28,523iApproximate average salary by contribution assumption: employee only about $713,071 at 4% or $475,381 at 6%; with 50% employer match about $475,381 at 4% or $316,920 at 6%; with 100% employer match about $356,535 at 4% or $237,690 at 6%.
TRI-UNIVERSAL, INC. CASH BALANCE PENSION PLAN-4$227,060$227,060$56,765iApproximate average salary by contribution assumption: employee only about $1,419,125 at 4% or $946,083 at 6%; with 50% employer match about $946,083 at 4% or $630,722 at 6%; with 100% employer match about $709,563 at 4% or $473,042 at 6%.
202016$468,088$84,601$14,100iApproximate average salary by contribution assumption: employee only about $352,504 at 4% or $235,003 at 6%; with 50% employer match about $235,003 at 4% or $156,669 at 6%; with 100% employer match about $176,252 at 4% or $117,501 at 6%.
TRI UNIVERSAL INC 401(K) PROFIT SHARING PLAN & TRUST-6$468,088$84,601$14,100iApproximate average salary by contribution assumption: employee only about $352,504 at 4% or $235,003 at 6%; with 50% employer match about $235,003 at 4% or $156,669 at 6%; with 100% employer match about $176,252 at 4% or $117,501 at 6%.
201914$313,904$45,123$11,281iApproximate average salary by contribution assumption: employee only about $282,019 at 4% or $188,013 at 6%; with 50% employer match about $188,013 at 4% or $125,342 at 6%; with 100% employer match about $141,009 at 4% or $94,006 at 6%.
TRI UNIVERSAL INC 401(K) PROFIT SHARING PLAN & TRUST-4$313,904$45,123$11,281iApproximate average salary by contribution assumption: employee only about $282,019 at 4% or $188,013 at 6%; with 50% employer match about $188,013 at 4% or $125,342 at 6%; with 100% employer match about $141,009 at 4% or $94,006 at 6%.
201813$217,185$37,623$12,541iApproximate average salary by contribution assumption: employee only about $313,525 at 4% or $209,017 at 6%; with 50% employer match about $209,017 at 4% or $139,344 at 6%; with 100% employer match about $156,763 at 4% or $104,508 at 6%.
TRI UNIVERSAL INC 401 K PROFIT SHARING PLAN TRUST-3$217,185$37,623$12,541iApproximate average salary by contribution assumption: employee only about $313,525 at 4% or $209,017 at 6%; with 50% employer match about $209,017 at 4% or $139,344 at 6%; with 100% employer match about $156,763 at 4% or $104,508 at 6%.
201714$196,948$35,732$8,933iApproximate average salary by contribution assumption: employee only about $223,325 at 4% or $148,883 at 6%; with 50% employer match about $148,883 at 4% or $99,256 at 6%; with 100% employer match about $111,663 at 4% or $74,442 at 6%.
TRI UNIVERSAL INC 401 K PROFIT SHARING PLAN TRUST-4$196,948$35,732$8,933iApproximate average salary by contribution assumption: employee only about $223,325 at 4% or $148,883 at 6%; with 50% employer match about $148,883 at 4% or $99,256 at 6%; with 100% employer match about $111,663 at 4% or $74,442 at 6%.
201614$139,476$36,691$9,173iApproximate average salary by contribution assumption: employee only about $229,319 at 4% or $152,879 at 6%; with 50% employer match about $152,879 at 4% or $101,919 at 6%; with 100% employer match about $114,659 at 4% or $76,440 at 6%.
TRI UNIVERSAL INC 401 K PROFIT SHARING PLAN TRUST-4$139,476$36,691$9,173iApproximate average salary by contribution assumption: employee only about $229,319 at 4% or $152,879 at 6%; with 50% employer match about $152,879 at 4% or $101,919 at 6%; with 100% employer match about $114,659 at 4% or $76,440 at 6%.
201514$117,600$22,890$5,723iApproximate average salary by contribution assumption: employee only about $143,063 at 4% or $95,375 at 6%; with 50% employer match about $95,375 at 4% or $63,583 at 6%; with 100% employer match about $71,531 at 4% or $47,688 at 6%.
TRI UNIVERSAL INC 401 K PROFIT SHARING PLAN TRUST-4$117,600$22,890$5,723iApproximate average salary by contribution assumption: employee only about $143,063 at 4% or $95,375 at 6%; with 50% employer match about $95,375 at 4% or $63,583 at 6%; with 100% employer match about $71,531 at 4% or $47,688 at 6%.
201413$97,167$5,194$1,731iApproximate average salary by contribution assumption: employee only about $43,283 at 4% or $28,856 at 6%; with 50% employer match about $28,856 at 4% or $19,237 at 6%; with 100% employer match about $21,642 at 4% or $14,428 at 6%.
TRI UNIVERSAL INC 401 K PROFIT SHARING PLAN TRUST-3$97,167$5,194$1,731iApproximate average salary by contribution assumption: employee only about $43,283 at 4% or $28,856 at 6%; with 50% employer match about $28,856 at 4% or $19,237 at 6%; with 100% employer match about $21,642 at 4% or $14,428 at 6%.
201312$106,149$9,360$4,680iApproximate average salary by contribution assumption: employee only about $117,000 at 4% or $78,000 at 6%; with 50% employer match about $78,000 at 4% or $52,000 at 6%; with 100% employer match about $58,500 at 4% or $39,000 at 6%.
TRI UNIVERSAL INC 401 K PROFIT SHARING PLAN TRUST-2$106,149$9,360$4,680iApproximate average salary by contribution assumption: employee only about $117,000 at 4% or $78,000 at 6%; with 50% employer match about $78,000 at 4% or $52,000 at 6%; with 100% employer match about $58,500 at 4% or $39,000 at 6%.
201212$83,669$18,720$9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%.
TRI UNIVERSAL INC 401 K PROFIT SHARING PLAN TRUST-2$83,669$18,720$9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%.
201112$56,547$18,720$9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%.
TRI UNIVERSAL INC 401 K PROFIT SHARING PLAN TRUST-2$56,547$18,720$9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%.