Civic Intelligence

Trapp Financial LLC

Plan context: TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST

EIN 36-3844847 • Itasca, IL • 25 filings • 3 plans

550 E. Devon Avenue, Suite 190Itasca, IL 60143
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,296,832

2024 Contributions

$86,918

Historical Graphs

Total Assets Over Time

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

$2,296,832$1,148,416$0200820162024YearValue
$2,296,832Latest year 2024

Participants Over Time

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

740200820162024YearValue
6Latest year 2024

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
202416$2,296,832$86,918$14,486iApproximate average salary by contribution assumption: employee only about $362,158 at 4% or $241,439 at 6%; with 50% employer match about $241,439 at 4% or $160,959 at 6%; with 100% employer match about $181,079 at 4% or $120,719 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-6$2,296,832$86,918$14,486iApproximate average salary by contribution assumption: employee only about $362,158 at 4% or $241,439 at 6%; with 50% employer match about $241,439 at 4% or $160,959 at 6%; with 100% employer match about $181,079 at 4% or $120,719 at 6%.
202317$1,969,971$22,151$3,164iApproximate average salary by contribution assumption: employee only about $79,111 at 4% or $52,740 at 6%; with 50% employer match about $52,740 at 4% or $35,160 at 6%; with 100% employer match about $39,555 at 4% or $26,370 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-7$1,969,971$22,151$3,164iApproximate average salary by contribution assumption: employee only about $79,111 at 4% or $52,740 at 6%; with 50% employer match about $52,740 at 4% or $35,160 at 6%; with 100% employer match about $39,555 at 4% or $26,370 at 6%.
202217$1,662,247$143,582$20,512iApproximate average salary by contribution assumption: employee only about $512,793 at 4% or $341,862 at 6%; with 50% employer match about $341,862 at 4% or $227,908 at 6%; with 100% employer match about $256,396 at 4% or $170,931 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-7$1,662,247$143,582$20,512iApproximate average salary by contribution assumption: employee only about $512,793 at 4% or $341,862 at 6%; with 50% employer match about $341,862 at 4% or $227,908 at 6%; with 100% employer match about $256,396 at 4% or $170,931 at 6%.
202116$1,993,260$130,211$21,702iApproximate average salary by contribution assumption: employee only about $542,546 at 4% or $361,697 at 6%; with 50% employer match about $361,697 at 4% or $241,131 at 6%; with 100% employer match about $271,273 at 4% or $180,849 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-6$1,993,260$130,211$21,702iApproximate average salary by contribution assumption: employee only about $542,546 at 4% or $361,697 at 6%; with 50% employer match about $361,697 at 4% or $241,131 at 6%; with 100% employer match about $271,273 at 4% or $180,849 at 6%.
202015$1,702,198$103,473$20,695iApproximate average salary by contribution assumption: employee only about $517,365 at 4% or $344,910 at 6%; with 50% employer match about $344,910 at 4% or $229,940 at 6%; with 100% employer match about $258,682 at 4% or $172,455 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-5$1,702,198$103,473$20,695iApproximate average salary by contribution assumption: employee only about $517,365 at 4% or $344,910 at 6%; with 50% employer match about $344,910 at 4% or $229,940 at 6%; with 100% employer match about $258,682 at 4% or $172,455 at 6%.
201915$1,336,115$98,801$19,760iApproximate average salary by contribution assumption: employee only about $494,005 at 4% or $329,337 at 6%; with 50% employer match about $329,337 at 4% or $219,558 at 6%; with 100% employer match about $247,003 at 4% or $164,668 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-5$1,336,115$98,801$19,760iApproximate average salary by contribution assumption: employee only about $494,005 at 4% or $329,337 at 6%; with 50% employer match about $329,337 at 4% or $219,558 at 6%; with 100% employer match about $247,003 at 4% or $164,668 at 6%.
201814$1,007,367$87,010$21,753iApproximate average salary by contribution assumption: employee only about $543,813 at 4% or $362,542 at 6%; with 50% employer match about $362,542 at 4% or $241,694 at 6%; with 100% employer match about $271,906 at 4% or $181,271 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-4$1,007,367$87,010$21,753iApproximate average salary by contribution assumption: employee only about $543,813 at 4% or $362,542 at 6%; with 50% employer match about $362,542 at 4% or $241,694 at 6%; with 100% employer match about $271,906 at 4% or $181,271 at 6%.
201713$1,045,312$85,546$28,515iApproximate average salary by contribution assumption: employee only about $712,883 at 4% or $475,256 at 6%; with 50% employer match about $475,256 at 4% or $316,837 at 6%; with 100% employer match about $356,442 at 4% or $237,628 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-3$1,045,312$85,546$28,515iApproximate average salary by contribution assumption: employee only about $712,883 at 4% or $475,256 at 6%; with 50% employer match about $475,256 at 4% or $316,837 at 6%; with 100% employer match about $356,442 at 4% or $237,628 at 6%.
201613$789,933$79,452$26,484iApproximate average salary by contribution assumption: employee only about $662,100 at 4% or $441,400 at 6%; with 50% employer match about $441,400 at 4% or $294,267 at 6%; with 100% employer match about $331,050 at 4% or $220,700 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-3$789,933$79,452$26,484iApproximate average salary by contribution assumption: employee only about $662,100 at 4% or $441,400 at 6%; with 50% employer match about $441,400 at 4% or $294,267 at 6%; with 100% employer match about $331,050 at 4% or $220,700 at 6%.
201523$682,633$117,087$39,029iApproximate average salary by contribution assumption: employee only about $975,725 at 4% or $650,483 at 6%; with 50% employer match about $650,483 at 4% or $433,656 at 6%; with 100% employer match about $487,863 at 4% or $325,242 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-3$682,633$117,087$39,029iApproximate average salary by contribution assumption: employee only about $975,725 at 4% or $650,483 at 6%; with 50% employer match about $650,483 at 4% or $433,656 at 6%; with 100% employer match about $487,863 at 4% or $325,242 at 6%.
Trapp Financial LLC Cash Balance Pension Plan & Trust-0$0--
201424$1,080,579$70,098$17,525iApproximate average salary by contribution assumption: employee only about $438,113 at 4% or $292,075 at 6%; with 50% employer match about $292,075 at 4% or $194,717 at 6%; with 100% employer match about $219,056 at 4% or $146,038 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-4$599,454$70,098$17,525iApproximate average salary by contribution assumption: employee only about $438,113 at 4% or $292,075 at 6%; with 50% employer match about $292,075 at 4% or $194,717 at 6%; with 100% employer match about $219,056 at 4% or $146,038 at 6%.
Trapp Financial LLC Cash Balance Pension Plan & Trust-3$481,125--
201323$1,749,766$268,962$89,654iApproximate average salary by contribution assumption: employee only about $2,241,350 at 4% or $1,494,233 at 6%; with 50% employer match about $1,494,233 at 4% or $996,156 at 6%; with 100% employer match about $1,120,675 at 4% or $747,117 at 6%.
Trapp Financial LLC Cash Balance Pension Plan & Trust-3$1,221,867$191,068$63,689iApproximate average salary by contribution assumption: employee only about $1,592,233 at 4% or $1,061,489 at 6%; with 50% employer match about $1,061,489 at 4% or $707,659 at 6%; with 100% employer match about $796,117 at 4% or $530,744 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-3$527,899$77,894$25,965iApproximate average salary by contribution assumption: employee only about $649,117 at 4% or $432,744 at 6%; with 50% employer match about $432,744 at 4% or $288,496 at 6%; with 100% employer match about $324,558 at 4% or $216,372 at 6%.
201223$1,252,859$226,471$75,490iApproximate average salary by contribution assumption: employee only about $1,887,258 at 4% or $1,258,172 at 6%; with 50% employer match about $1,258,172 at 4% or $838,781 at 6%; with 100% employer match about $943,629 at 4% or $629,086 at 6%.
Trapp Financial LLC Cash Balance Pension Plan & Trust-3$881,525$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-3$371,334$76,471$25,490iApproximate average salary by contribution assumption: employee only about $637,258 at 4% or $424,839 at 6%; with 50% employer match about $424,839 at 4% or $283,226 at 6%; with 100% employer match about $318,629 at 4% or $212,419 at 6%.
201123$897,079$221,032$73,677iApproximate average salary by contribution assumption: employee only about $1,841,933 at 4% or $1,227,956 at 6%; with 50% employer match about $1,227,956 at 4% or $818,637 at 6%; with 100% employer match about $920,967 at 4% or $613,978 at 6%.
Trapp Financial LLC Cash Balance Pension Plan & Trust-3$643,865$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-3$253,214$71,032$23,677iApproximate average salary by contribution assumption: employee only about $591,933 at 4% or $394,622 at 6%; with 50% employer match about $394,622 at 4% or $263,081 at 6%; with 100% employer match about $295,967 at 4% or $197,311 at 6%.
201024$667,087$201,422$50,356iApproximate average salary by contribution assumption: employee only about $1,258,888 at 4% or $839,258 at 6%; with 50% employer match about $839,258 at 4% or $559,506 at 6%; with 100% employer match about $629,444 at 4% or $419,629 at 6%.
Trapp Financial LLC Cash Balance Pension Plan & Trust-4$454,289$138,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-4$212,798$63,422$15,856iApproximate average salary by contribution assumption: employee only about $396,388 at 4% or $264,258 at 6%; with 50% employer match about $264,258 at 4% or $176,172 at 6%; with 100% employer match about $198,194 at 4% or $132,129 at 6%.
200924$447,811$221,337$55,334iApproximate average salary by contribution assumption: employee only about $1,383,356 at 4% or $922,238 at 6%; with 50% employer match about $922,238 at 4% or $614,825 at 6%; with 100% employer match about $691,678 at 4% or $461,119 at 6%.
Trapp Financial LLC Cash Balance Pension Plan & Trust-3$312,484$157,900$52,633iApproximate average salary by contribution assumption: employee only about $1,315,833 at 4% or $877,222 at 6%; with 50% employer match about $877,222 at 4% or $584,815 at 6%; with 100% employer match about $657,917 at 4% or $438,611 at 6%.
TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST-4$135,327$63,437$15,859iApproximate average salary by contribution assumption: employee only about $396,481 at 4% or $264,321 at 6%; with 50% employer match about $264,321 at 4% or $176,214 at 6%; with 100% employer match about $198,241 at 4% or $132,160 at 6%.
200822$53,771$60,642$30,321iApproximate average salary by contribution assumption: employee only about $758,025 at 4% or $505,350 at 6%; with 50% employer match about $505,350 at 4% or $336,900 at 6%; with 100% employer match about $379,013 at 4% or $252,675 at 6%.
TRAPP FINANCIAL, LLC 401K PLAN AND TRUST-2$53,771$60,642$30,321iApproximate average salary by contribution assumption: employee only about $758,025 at 4% or $505,350 at 6%; with 50% employer match about $505,350 at 4% or $336,900 at 6%; with 100% employer match about $379,013 at 4% or $252,675 at 6%.
Trapp Financial LLC Cash Balance Pension Plan & Trust-2---