Civic Intelligence

Tri-State Financial Services Inc.

Plan context: Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust

EIN 39-2003510 • 8 filings • 3 plans

Current Snapshot

Latest Year

2010

2010 Participants

9

2010 Assets

$285,147

2010 Contributions

$970

Historical Graphs

Total Assets Over Time

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

$673,455$336,728$0200320062009YearValue
$285,147Latest year 2009

Participants Over Time

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

1470200320062009YearValue
9Latest year 2009

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
201010$0$970-
Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust-0-$970-
200919$285,147$37,826$4,203iApproximate average salary by contribution assumption: employee only about $105,072 at 4% or $70,048 at 6%; with 50% employer match about $70,048 at 4% or $46,699 at 6%; with 100% employer match about $52,536 at 4% or $35,024 at 6%.
Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust-9$285,147$37,826$4,203iApproximate average salary by contribution assumption: employee only about $105,072 at 4% or $70,048 at 6%; with 50% employer match about $70,048 at 4% or $46,699 at 6%; with 100% employer match about $52,536 at 4% or $35,024 at 6%.
200819$292,223$31,047$3,450iApproximate average salary by contribution assumption: employee only about $86,242 at 4% or $57,494 at 6%; with 50% employer match about $57,494 at 4% or $38,330 at 6%; with 100% employer match about $43,121 at 4% or $28,747 at 6%.
Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust-9$292,223$31,047$3,450iApproximate average salary by contribution assumption: employee only about $86,242 at 4% or $57,494 at 6%; with 50% employer match about $57,494 at 4% or $38,330 at 6%; with 100% employer match about $43,121 at 4% or $28,747 at 6%.
2007114$673,455$198,949$14,211iApproximate average salary by contribution assumption: employee only about $355,266 at 4% or $236,844 at 6%; with 50% employer match about $236,844 at 4% or $157,896 at 6%; with 100% employer match about $177,633 at 4% or $118,422 at 6%.
Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust-14$673,455$198,949$14,211iApproximate average salary by contribution assumption: employee only about $355,266 at 4% or $236,844 at 6%; with 50% employer match about $236,844 at 4% or $157,896 at 6%; with 100% employer match about $177,633 at 4% or $118,422 at 6%.
2006112$432,220$144,225$12,019iApproximate average salary by contribution assumption: employee only about $300,469 at 4% or $200,313 at 6%; with 50% employer match about $200,313 at 4% or $133,542 at 6%; with 100% employer match about $150,234 at 4% or $100,156 at 6%.
Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust-12$432,220$144,225$12,019iApproximate average salary by contribution assumption: employee only about $300,469 at 4% or $200,313 at 6%; with 50% employer match about $200,313 at 4% or $133,542 at 6%; with 100% employer match about $150,234 at 4% or $100,156 at 6%.
2005114$288,729$86,239$6,160iApproximate average salary by contribution assumption: employee only about $153,998 at 4% or $102,665 at 6%; with 50% employer match about $102,665 at 4% or $68,444 at 6%; with 100% employer match about $76,999 at 4% or $51,333 at 6%.
Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust-14$288,729$86,239$6,160iApproximate average salary by contribution assumption: employee only about $153,998 at 4% or $102,665 at 6%; with 50% employer match about $102,665 at 4% or $68,444 at 6%; with 100% employer match about $76,999 at 4% or $51,333 at 6%.
2004111$191,410$102,949$9,359iApproximate average salary by contribution assumption: employee only about $233,975 at 4% or $155,983 at 6%; with 50% employer match about $155,983 at 4% or $103,989 at 6%; with 100% employer match about $116,988 at 4% or $77,992 at 6%.
Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust-11$191,410$102,949$9,359iApproximate average salary by contribution assumption: employee only about $233,975 at 4% or $155,983 at 6%; with 50% employer match about $155,983 at 4% or $103,989 at 6%; with 100% employer match about $116,988 at 4% or $77,992 at 6%.
2003111$74,525$71,922$6,538iApproximate average salary by contribution assumption: employee only about $163,459 at 4% or $108,973 at 6%; with 50% employer match about $108,973 at 4% or $72,648 at 6%; with 100% employer match about $81,730 at 4% or $54,486 at 6%.
Tri-State Financial Services Inc. 401(K) Profit Sharing Plan & Trust-11$74,525$71,922$6,538iApproximate average salary by contribution assumption: employee only about $163,459 at 4% or $108,973 at 6%; with 50% employer match about $108,973 at 4% or $72,648 at 6%; with 100% employer match about $81,730 at 4% or $54,486 at 6%.