Trustly Inc.
Plan context: Trustly Inc. Retirement Trust
EIN 35-2665614 • San Carlos, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
73
2025 Assets
$6,786,241
2025 Contributions
$1,639,830
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 73 | $0 | $0 | - |
| Trustly Inc. Health and Welfare Plan | - | 73 | - | - | - |
| 2024 | 2 | 144 | $6,786,241 | $1,639,830 | $11,388iApproximate average salary by contribution assumption: employee only about $284,693 at 4% or $189,795 at 6%; with 50% employer match about $189,795 at 4% or $126,530 at 6%; with 100% employer match about $142,346 at 4% or $94,898 at 6%. |
| Trustly Inc. Retirement Trust | - | 144 | $6,786,241 | $1,639,830 | $11,388iApproximate average salary by contribution assumption: employee only about $284,693 at 4% or $189,795 at 6%; with 50% employer match about $189,795 at 4% or $126,530 at 6%; with 100% employer match about $142,346 at 4% or $94,898 at 6%. |
| Trustly Inc. Health and Welfare Plan | - | 116 | - | - | - |
| 2023 | 1 | 119 | $4,448,735 | $1,728,926 | $14,529iApproximate average salary by contribution assumption: employee only about $363,220 at 4% or $242,146 at 6%; with 50% employer match about $242,146 at 4% or $161,431 at 6%; with 100% employer match about $181,610 at 4% or $121,073 at 6%. |
| Trustly Inc. Retirement Trust | - | 119 | $4,448,735 | $1,728,926 | $14,529iApproximate average salary by contribution assumption: employee only about $363,220 at 4% or $242,146 at 6%; with 50% employer match about $242,146 at 4% or $161,431 at 6%; with 100% employer match about $181,610 at 4% or $121,073 at 6%. |