Civic Intelligence

Trinity Financial Advisors LLC

Plan context: Trinity Financial Advisors LLC 401K Plan

EIN 36-4307929 • Chicago, IL • 22 filings • 2 plans

353 N Clark StSuite 2775Chicago, IL 60611
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$1,215,030

2022 Contributions

$29,964

Historical Graphs

Total Assets Over Time

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

$1,215,030$607,515$0200020122021YearValue
$1,215,030Latest year 2021

Participants Over Time

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

1470200020112021YearValue
9Latest year 2021

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
202210$0$0-
Trinity Financial Advisors LLC 401K Plan-0$0--
202119$1,215,030$29,964$3,329iApproximate average salary by contribution assumption: employee only about $83,233 at 4% or $55,489 at 6%; with 50% employer match about $55,489 at 4% or $36,993 at 6%; with 100% employer match about $41,617 at 4% or $27,744 at 6%.
Trinity Financial Advisors LLC 401K Plan-9$1,215,030$29,964$3,329iApproximate average salary by contribution assumption: employee only about $83,233 at 4% or $55,489 at 6%; with 50% employer match about $55,489 at 4% or $36,993 at 6%; with 100% employer match about $41,617 at 4% or $27,744 at 6%.
2020110$1,106,670$76,171$7,617iApproximate average salary by contribution assumption: employee only about $190,428 at 4% or $126,952 at 6%; with 50% employer match about $126,952 at 4% or $84,634 at 6%; with 100% employer match about $95,214 at 4% or $63,476 at 6%.
Trinity Financial Advisors LLC 401K Plan-10$1,106,670$76,171$7,617iApproximate average salary by contribution assumption: employee only about $190,428 at 4% or $126,952 at 6%; with 50% employer match about $126,952 at 4% or $84,634 at 6%; with 100% employer match about $95,214 at 4% or $63,476 at 6%.
2019111$866,513$87,332$7,939iApproximate average salary by contribution assumption: employee only about $198,482 at 4% or $132,321 at 6%; with 50% employer match about $132,321 at 4% or $88,214 at 6%; with 100% employer match about $99,241 at 4% or $66,161 at 6%.
Trinity Financial Advisors LLC 401K Plan-11$866,513$87,332$7,939iApproximate average salary by contribution assumption: employee only about $198,482 at 4% or $132,321 at 6%; with 50% employer match about $132,321 at 4% or $88,214 at 6%; with 100% employer match about $99,241 at 4% or $66,161 at 6%.
2018110$704,907$64,411$6,441iApproximate average salary by contribution assumption: employee only about $161,028 at 4% or $107,352 at 6%; with 50% employer match about $107,352 at 4% or $71,568 at 6%; with 100% employer match about $80,514 at 4% or $53,676 at 6%.
Trinity Financial Advisors LLC 401K Plan-10$704,907$64,411$6,441iApproximate average salary by contribution assumption: employee only about $161,028 at 4% or $107,352 at 6%; with 50% employer match about $107,352 at 4% or $71,568 at 6%; with 100% employer match about $80,514 at 4% or $53,676 at 6%.
2017111$764,299$133,024$12,093iApproximate average salary by contribution assumption: employee only about $302,327 at 4% or $201,552 at 6%; with 50% employer match about $201,552 at 4% or $134,368 at 6%; with 100% employer match about $151,164 at 4% or $100,776 at 6%.
Trinity Financial Advisors LLC 401K Plan-11$764,299$133,024$12,093iApproximate average salary by contribution assumption: employee only about $302,327 at 4% or $201,552 at 6%; with 50% employer match about $201,552 at 4% or $134,368 at 6%; with 100% employer match about $151,164 at 4% or $100,776 at 6%.
2016110$736,986$84,843$8,484iApproximate average salary by contribution assumption: employee only about $212,107 at 4% or $141,405 at 6%; with 50% employer match about $141,405 at 4% or $94,270 at 6%; with 100% employer match about $106,054 at 4% or $70,703 at 6%.
Trinity Financial Advisors LLC 401K Plan-10$736,986$84,843$8,484iApproximate average salary by contribution assumption: employee only about $212,107 at 4% or $141,405 at 6%; with 50% employer match about $141,405 at 4% or $94,270 at 6%; with 100% employer match about $106,054 at 4% or $70,703 at 6%.
201519$621,703$62,418$6,935iApproximate average salary by contribution assumption: employee only about $173,383 at 4% or $115,589 at 6%; with 50% employer match about $115,589 at 4% or $77,059 at 6%; with 100% employer match about $86,692 at 4% or $57,794 at 6%.
Trinity Financial Advisors LLC 401K Plan-9$621,703$62,418$6,935iApproximate average salary by contribution assumption: employee only about $173,383 at 4% or $115,589 at 6%; with 50% employer match about $115,589 at 4% or $77,059 at 6%; with 100% employer match about $86,692 at 4% or $57,794 at 6%.
201419$609,372$55,327$6,147iApproximate average salary by contribution assumption: employee only about $153,686 at 4% or $102,457 at 6%; with 50% employer match about $102,457 at 4% or $68,305 at 6%; with 100% employer match about $76,843 at 4% or $51,229 at 6%.
Trinity Financial Advisors LLC 401K Plan-9$609,372$55,327$6,147iApproximate average salary by contribution assumption: employee only about $153,686 at 4% or $102,457 at 6%; with 50% employer match about $102,457 at 4% or $68,305 at 6%; with 100% employer match about $76,843 at 4% or $51,229 at 6%.
2013111$566,823$54,282$4,935iApproximate average salary by contribution assumption: employee only about $123,368 at 4% or $82,245 at 6%; with 50% employer match about $82,245 at 4% or $54,830 at 6%; with 100% employer match about $61,684 at 4% or $41,123 at 6%.
Trinity Financial Advisors LLC 401K Plan-11$566,823$54,282$4,935iApproximate average salary by contribution assumption: employee only about $123,368 at 4% or $82,245 at 6%; with 50% employer match about $82,245 at 4% or $54,830 at 6%; with 100% employer match about $61,684 at 4% or $41,123 at 6%.
2012111$514,930$37,821$3,438iApproximate average salary by contribution assumption: employee only about $85,957 at 4% or $57,305 at 6%; with 50% employer match about $57,305 at 4% or $38,203 at 6%; with 100% employer match about $42,978 at 4% or $28,652 at 6%.
Trinity Financial Advisors LLC 401K Plan-11$514,930$37,821$3,438iApproximate average salary by contribution assumption: employee only about $85,957 at 4% or $57,305 at 6%; with 50% employer match about $57,305 at 4% or $38,203 at 6%; with 100% employer match about $42,978 at 4% or $28,652 at 6%.
2011111$469,376$40,610$3,692iApproximate average salary by contribution assumption: employee only about $92,295 at 4% or $61,530 at 6%; with 50% employer match about $61,530 at 4% or $41,020 at 6%; with 100% employer match about $46,148 at 4% or $30,765 at 6%.
Trinity Financial Advisors LLC 401K Plan-11$469,376$40,610$3,692iApproximate average salary by contribution assumption: employee only about $92,295 at 4% or $61,530 at 6%; with 50% employer match about $61,530 at 4% or $41,020 at 6%; with 100% employer match about $46,148 at 4% or $30,765 at 6%.
2010112$453,131$58,394$4,866iApproximate average salary by contribution assumption: employee only about $121,654 at 4% or $81,103 at 6%; with 50% employer match about $81,103 at 4% or $54,069 at 6%; with 100% employer match about $60,827 at 4% or $40,551 at 6%.
Trinity Financial Advisors LLC 401K Plan-12$453,131$58,394$4,866iApproximate average salary by contribution assumption: employee only about $121,654 at 4% or $81,103 at 6%; with 50% employer match about $81,103 at 4% or $54,069 at 6%; with 100% employer match about $60,827 at 4% or $40,551 at 6%.
2009114$370,024$59,491$4,249iApproximate average salary by contribution assumption: employee only about $106,234 at 4% or $70,823 at 6%; with 50% employer match about $70,823 at 4% or $47,215 at 6%; with 100% employer match about $53,117 at 4% or $35,411 at 6%.
Trinity Financial Advisors LLC 401K Plan-14$370,024$59,491$4,249iApproximate average salary by contribution assumption: employee only about $106,234 at 4% or $70,823 at 6%; with 50% employer match about $70,823 at 4% or $47,215 at 6%; with 100% employer match about $53,117 at 4% or $35,411 at 6%.
2008110$296,405$69,869$6,987iApproximate average salary by contribution assumption: employee only about $174,673 at 4% or $116,448 at 6%; with 50% employer match about $116,448 at 4% or $77,632 at 6%; with 100% employer match about $87,336 at 4% or $58,224 at 6%.
Trinity Financial Advisors LLC 401K Plan-10$296,405$69,869$6,987iApproximate average salary by contribution assumption: employee only about $174,673 at 4% or $116,448 at 6%; with 50% employer match about $116,448 at 4% or $77,632 at 6%; with 100% employer match about $87,336 at 4% or $58,224 at 6%.
200719$0$0-
Trinity Financial Advisors LLC 401K Plan-9---
200619$281,163$72,429$8,048iApproximate average salary by contribution assumption: employee only about $201,192 at 4% or $134,128 at 6%; with 50% employer match about $134,128 at 4% or $89,419 at 6%; with 100% employer match about $100,596 at 4% or $67,064 at 6%.
Trinity Financial Advisors LLC 401K Plan-9$281,163$72,429$8,048iApproximate average salary by contribution assumption: employee only about $201,192 at 4% or $134,128 at 6%; with 50% employer match about $134,128 at 4% or $89,419 at 6%; with 100% employer match about $100,596 at 4% or $67,064 at 6%.
200517$175,990$63,524$9,075iApproximate average salary by contribution assumption: employee only about $226,871 at 4% or $151,248 at 6%; with 50% employer match about $151,248 at 4% or $100,832 at 6%; with 100% employer match about $113,436 at 4% or $75,624 at 6%.
Trinity Financial Advisors LLC 401K Plan-7$175,990$63,524$9,075iApproximate average salary by contribution assumption: employee only about $226,871 at 4% or $151,248 at 6%; with 50% employer match about $151,248 at 4% or $100,832 at 6%; with 100% employer match about $113,436 at 4% or $75,624 at 6%.
200415$104,166$34,884$6,977iApproximate average salary by contribution assumption: employee only about $174,420 at 4% or $116,280 at 6%; with 50% employer match about $116,280 at 4% or $77,520 at 6%; with 100% employer match about $87,210 at 4% or $58,140 at 6%.
Trinity Financial Advisors LLC 401K Plan-5$104,166$34,884$6,977iApproximate average salary by contribution assumption: employee only about $174,420 at 4% or $116,280 at 6%; with 50% employer match about $116,280 at 4% or $77,520 at 6%; with 100% employer match about $87,210 at 4% or $58,140 at 6%.
200215$57,934$26,297$5,259iApproximate average salary by contribution assumption: employee only about $131,485 at 4% or $87,657 at 6%; with 50% employer match about $87,657 at 4% or $58,438 at 6%; with 100% employer match about $65,743 at 4% or $43,828 at 6%.
Trinity Financial Advisors LLC 401K Plan-5$57,934$26,297$5,259iApproximate average salary by contribution assumption: employee only about $131,485 at 4% or $87,657 at 6%; with 50% employer match about $87,657 at 4% or $58,438 at 6%; with 100% employer match about $65,743 at 4% or $43,828 at 6%.
200115$40,115$22,808$4,562iApproximate average salary by contribution assumption: employee only about $114,040 at 4% or $76,027 at 6%; with 50% employer match about $76,027 at 4% or $50,684 at 6%; with 100% employer match about $57,020 at 4% or $38,013 at 6%.
Trinity Financial Advisors LLC 401K Plan-5$40,115$22,808$4,562iApproximate average salary by contribution assumption: employee only about $114,040 at 4% or $76,027 at 6%; with 50% employer match about $76,027 at 4% or $50,684 at 6%; with 100% employer match about $57,020 at 4% or $38,013 at 6%.
200014$18,043$18,026$4,507iApproximate average salary by contribution assumption: employee only about $112,663 at 4% or $75,108 at 6%; with 50% employer match about $75,108 at 4% or $50,072 at 6%; with 100% employer match about $56,331 at 4% or $37,554 at 6%.
Trinity Financial Advisors LLC 401K Plan-4$18,043$18,026$4,507iApproximate average salary by contribution assumption: employee only about $112,663 at 4% or $75,108 at 6%; with 50% employer match about $75,108 at 4% or $50,072 at 6%; with 100% employer match about $56,331 at 4% or $37,554 at 6%.