Civic Intelligence

Trinity Financial Planning LLC

Plan context: Trinity Financial Planning 401(K) Plan

EIN 39-1877898 • Middleton, WI • 12 filings • 1 plans

6405 Century Avenue, Suite 104Middleton, WI 53562
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,204,288

2025 Contributions

$87,695

Historical Graphs

Total Assets Over Time

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

$1,204,288$602,144$0201420202025YearValue
$1,204,288Latest year 2025

Participants Over Time

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

320201420202025YearValue
3Latest 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
202513$1,204,288$87,695$29,232iApproximate average salary by contribution assumption: employee only about $730,792 at 4% or $487,194 at 6%; with 50% employer match about $487,194 at 4% or $324,796 at 6%; with 100% employer match about $365,396 at 4% or $243,597 at 6%.
Trinity Financial Planning 401(K) Plan-3$1,204,288$87,695$29,232iApproximate average salary by contribution assumption: employee only about $730,792 at 4% or $487,194 at 6%; with 50% employer match about $487,194 at 4% or $324,796 at 6%; with 100% employer match about $365,396 at 4% or $243,597 at 6%.
202413$990,988$88,928$29,643iApproximate average salary by contribution assumption: employee only about $741,067 at 4% or $494,044 at 6%; with 50% employer match about $494,044 at 4% or $329,363 at 6%; with 100% employer match about $370,533 at 4% or $247,022 at 6%.
Trinity Financial Planning 401(K) Plan-3$990,988$88,928$29,643iApproximate average salary by contribution assumption: employee only about $741,067 at 4% or $494,044 at 6%; with 50% employer match about $494,044 at 4% or $329,363 at 6%; with 100% employer match about $370,533 at 4% or $247,022 at 6%.
202313$823,047$86,388$28,796iApproximate average salary by contribution assumption: employee only about $719,900 at 4% or $479,933 at 6%; with 50% employer match about $479,933 at 4% or $319,956 at 6%; with 100% employer match about $359,950 at 4% or $239,967 at 6%.
Trinity Financial Planning 401(K) Plan-3$823,047$86,388$28,796iApproximate average salary by contribution assumption: employee only about $719,900 at 4% or $479,933 at 6%; with 50% employer match about $479,933 at 4% or $319,956 at 6%; with 100% employer match about $359,950 at 4% or $239,967 at 6%.
202213$641,655$66,564$22,188iApproximate average salary by contribution assumption: employee only about $554,700 at 4% or $369,800 at 6%; with 50% employer match about $369,800 at 4% or $246,533 at 6%; with 100% employer match about $277,350 at 4% or $184,900 at 6%.
Trinity Financial Planning 401(K) Plan-3$641,655$66,564$22,188iApproximate average salary by contribution assumption: employee only about $554,700 at 4% or $369,800 at 6%; with 50% employer match about $369,800 at 4% or $246,533 at 6%; with 100% employer match about $277,350 at 4% or $184,900 at 6%.
202112$643,548$64,620$32,310iApproximate average salary by contribution assumption: employee only about $807,750 at 4% or $538,500 at 6%; with 50% employer match about $538,500 at 4% or $359,000 at 6%; with 100% employer match about $403,875 at 4% or $269,250 at 6%.
Trinity Financial Planning 401(K) Plan-2$643,548$64,620$32,310iApproximate average salary by contribution assumption: employee only about $807,750 at 4% or $538,500 at 6%; with 50% employer match about $538,500 at 4% or $359,000 at 6%; with 100% employer match about $403,875 at 4% or $269,250 at 6%.
202012$584,979$42,280$21,140iApproximate average salary by contribution assumption: employee only about $528,500 at 4% or $352,333 at 6%; with 50% employer match about $352,333 at 4% or $234,889 at 6%; with 100% employer match about $264,250 at 4% or $176,167 at 6%.
Trinity Financial Planning 401(K) Plan-2$584,979$42,280$21,140iApproximate average salary by contribution assumption: employee only about $528,500 at 4% or $352,333 at 6%; with 50% employer match about $352,333 at 4% or $234,889 at 6%; with 100% employer match about $264,250 at 4% or $176,167 at 6%.
201912$506,019$43,389$21,695iApproximate average salary by contribution assumption: employee only about $542,363 at 4% or $361,575 at 6%; with 50% employer match about $361,575 at 4% or $241,050 at 6%; with 100% employer match about $271,181 at 4% or $180,788 at 6%.
Trinity Financial Planning 401(K) Plan-2$506,019$43,389$21,695iApproximate average salary by contribution assumption: employee only about $542,363 at 4% or $361,575 at 6%; with 50% employer match about $361,575 at 4% or $241,050 at 6%; with 100% employer match about $271,181 at 4% or $180,788 at 6%.
201812$384,820$41,561$20,781iApproximate average salary by contribution assumption: employee only about $519,513 at 4% or $346,342 at 6%; with 50% employer match about $346,342 at 4% or $230,894 at 6%; with 100% employer match about $259,756 at 4% or $173,171 at 6%.
Trinity Financial Planning 401(K) Plan-2$384,820$41,561$20,781iApproximate average salary by contribution assumption: employee only about $519,513 at 4% or $346,342 at 6%; with 50% employer match about $346,342 at 4% or $230,894 at 6%; with 100% employer match about $259,756 at 4% or $173,171 at 6%.
201712$395,504$23,870$11,935iApproximate average salary by contribution assumption: employee only about $298,375 at 4% or $198,917 at 6%; with 50% employer match about $198,917 at 4% or $132,611 at 6%; with 100% employer match about $149,188 at 4% or $99,458 at 6%.
Trinity Financial Planning 401(K) Plan-2$395,504$23,870$11,935iApproximate average salary by contribution assumption: employee only about $298,375 at 4% or $198,917 at 6%; with 50% employer match about $198,917 at 4% or $132,611 at 6%; with 100% employer match about $149,188 at 4% or $99,458 at 6%.
201612$316,123$24,164$12,082iApproximate average salary by contribution assumption: employee only about $302,050 at 4% or $201,367 at 6%; with 50% employer match about $201,367 at 4% or $134,244 at 6%; with 100% employer match about $151,025 at 4% or $100,683 at 6%.
Trinity Financial Planning 401(K) Plan-2$316,123$24,164$12,082iApproximate average salary by contribution assumption: employee only about $302,050 at 4% or $201,367 at 6%; with 50% employer match about $201,367 at 4% or $134,244 at 6%; with 100% employer match about $151,025 at 4% or $100,683 at 6%.
201513$255,421$15,636$5,212iApproximate average salary by contribution assumption: employee only about $130,300 at 4% or $86,867 at 6%; with 50% employer match about $86,867 at 4% or $57,911 at 6%; with 100% employer match about $65,150 at 4% or $43,433 at 6%.
Trinity Financial Planning 401(K) Plan-3$255,421$15,636$5,212iApproximate average salary by contribution assumption: employee only about $130,300 at 4% or $86,867 at 6%; with 50% employer match about $86,867 at 4% or $57,911 at 6%; with 100% employer match about $65,150 at 4% or $43,433 at 6%.
201412$252,249$7,664$3,832iApproximate average salary by contribution assumption: employee only about $95,800 at 4% or $63,867 at 6%; with 50% employer match about $63,867 at 4% or $42,578 at 6%; with 100% employer match about $47,900 at 4% or $31,933 at 6%.
Trinity Financial Planning 401(K) Plan-2$252,249$7,664$3,832iApproximate average salary by contribution assumption: employee only about $95,800 at 4% or $63,867 at 6%; with 50% employer match about $63,867 at 4% or $42,578 at 6%; with 100% employer match about $47,900 at 4% or $31,933 at 6%.