Civic Intelligence

TRINITY FINANCIAL ADVISORS

Plan context: Trinity Financial Advisors LLC 401(K) Profit Sharing Plan

EIN 41-2190819 • Columbus, OH • 25 filings • 5 plans

760 Communications ParkwaySuite 200Columbus, OH 43214
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,832,261

2024 Contributions

$344,448

Historical Graphs

Total Assets Over Time

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

$2,832,261$1,416,131$0201020172024YearValue
$2,832,261Latest year 2024

Participants Over Time

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

740201020172024YearValue
7Latest 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
202437$2,832,261$344,448$49,207iApproximate average salary by contribution assumption: employee only about $1,230,171 at 4% or $820,114 at 6%; with 50% employer match about $820,114 at 4% or $546,743 at 6%; with 100% employer match about $615,086 at 4% or $410,057 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-7$2,425,100$203,446$29,064iApproximate average salary by contribution assumption: employee only about $726,593 at 4% or $484,395 at 6%; with 50% employer match about $484,395 at 4% or $322,930 at 6%; with 100% employer match about $363,296 at 4% or $242,198 at 6%.
TRINITY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN-6$401,578$90,679$15,113iApproximate average salary by contribution assumption: employee only about $377,829 at 4% or $251,886 at 6%; with 50% employer match about $251,886 at 4% or $167,924 at 6%; with 100% employer match about $188,915 at 4% or $125,943 at 6%.
Trinity Financial Advisors Soca Benefit Plan-5$5,583$50,323$10,065iApproximate average salary by contribution assumption: employee only about $251,615 at 4% or $167,743 at 6%; with 50% employer match about $167,743 at 4% or $111,829 at 6%; with 100% employer match about $125,808 at 4% or $83,872 at 6%.
202336$2,220,615$319,664$53,277iApproximate average salary by contribution assumption: employee only about $1,331,933 at 4% or $887,956 at 6%; with 50% employer match about $887,956 at 4% or $591,970 at 6%; with 100% employer match about $665,967 at 4% or $443,978 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-6$1,940,744$184,669$30,778iApproximate average salary by contribution assumption: employee only about $769,454 at 4% or $512,969 at 6%; with 50% employer match about $512,969 at 4% or $341,980 at 6%; with 100% employer match about $384,727 at 4% or $256,485 at 6%.
TRINITY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN-5$275,719$96,360$19,272iApproximate average salary by contribution assumption: employee only about $481,800 at 4% or $321,200 at 6%; with 50% employer match about $321,200 at 4% or $214,133 at 6%; with 100% employer match about $240,900 at 4% or $160,600 at 6%.
Trinity Financial Advisors Soca Benefit Plan-3$4,152$38,635$12,878iApproximate average salary by contribution assumption: employee only about $321,958 at 4% or $214,639 at 6%; with 50% employer match about $214,639 at 4% or $143,093 at 6%; with 100% employer match about $160,979 at 4% or $107,319 at 6%.
202236$1,685,140$676,097$112,683iApproximate average salary by contribution assumption: employee only about $2,817,071 at 4% or $1,878,047 at 6%; with 50% employer match about $1,878,047 at 4% or $1,252,031 at 6%; with 100% employer match about $1,408,535 at 4% or $939,024 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-6$1,527,681$565,342$94,224iApproximate average salary by contribution assumption: employee only about $2,355,592 at 4% or $1,570,394 at 6%; with 50% employer match about $1,570,394 at 4% or $1,046,930 at 6%; with 100% employer match about $1,177,796 at 4% or $785,197 at 6%.
TRINITY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN-4$153,701$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Trinity Financial Advisors Soca Benefit Plan-3$3,758$30,755$10,252iApproximate average salary by contribution assumption: employee only about $256,292 at 4% or $170,861 at 6%; with 50% employer match about $170,861 at 4% or $113,907 at 6%; with 100% employer match about $128,146 at 4% or $85,431 at 6%.
202134$1,248,613$224,999$56,250iApproximate average salary by contribution assumption: employee only about $1,406,244 at 4% or $937,496 at 6%; with 50% employer match about $937,496 at 4% or $624,997 at 6%; with 100% employer match about $703,122 at 4% or $468,748 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-4$1,166,282$124,100$31,025iApproximate average salary by contribution assumption: employee only about $775,625 at 4% or $517,083 at 6%; with 50% employer match about $517,083 at 4% or $344,722 at 6%; with 100% employer match about $387,813 at 4% or $258,542 at 6%.
TRINITY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN-4$80,000$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Trinity Financial Advisors Soca Benefit Plan-2$2,331$20,899$10,450iApproximate average salary by contribution assumption: employee only about $261,238 at 4% or $174,158 at 6%; with 50% employer match about $174,158 at 4% or $116,106 at 6%; with 100% employer match about $130,619 at 4% or $87,079 at 6%.
202024$948,236$124,311$31,078iApproximate average salary by contribution assumption: employee only about $776,944 at 4% or $517,963 at 6%; with 50% employer match about $517,963 at 4% or $345,308 at 6%; with 100% employer match about $388,472 at 4% or $258,981 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-4$946,710$108,951$27,238iApproximate average salary by contribution assumption: employee only about $680,944 at 4% or $453,963 at 6%; with 50% employer match about $453,963 at 4% or $302,642 at 6%; with 100% employer match about $340,472 at 4% or $226,981 at 6%.
Trinity Financial Advisors Soca Benefit Plan-2$1,526$15,360$7,680iApproximate average salary by contribution assumption: employee only about $192,000 at 4% or $128,000 at 6%; with 50% employer match about $128,000 at 4% or $85,333 at 6%; with 100% employer match about $96,000 at 4% or $64,000 at 6%.
201924$761,856$101,656$25,414iApproximate average salary by contribution assumption: employee only about $635,350 at 4% or $423,567 at 6%; with 50% employer match about $423,567 at 4% or $282,378 at 6%; with 100% employer match about $317,675 at 4% or $211,783 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-4$761,195$96,668$24,167iApproximate average salary by contribution assumption: employee only about $604,175 at 4% or $402,783 at 6%; with 50% employer match about $402,783 at 4% or $268,522 at 6%; with 100% employer match about $302,088 at 4% or $201,392 at 6%.
Trinity Financial Advisors Soca Benefit Plan-2$661$4,988$2,494iApproximate average salary by contribution assumption: employee only about $62,350 at 4% or $41,567 at 6%; with 50% employer match about $41,567 at 4% or $27,711 at 6%; with 100% employer match about $31,175 at 4% or $20,783 at 6%.
201813$565,901$71,682$23,894iApproximate average salary by contribution assumption: employee only about $597,350 at 4% or $398,233 at 6%; with 50% employer match about $398,233 at 4% or $265,489 at 6%; with 100% employer match about $298,675 at 4% or $199,117 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-3$565,901$71,682$23,894iApproximate average salary by contribution assumption: employee only about $597,350 at 4% or $398,233 at 6%; with 50% employer match about $398,233 at 4% or $265,489 at 6%; with 100% employer match about $298,675 at 4% or $199,117 at 6%.
201712$521,243$34,211$17,106iApproximate average salary by contribution assumption: employee only about $427,638 at 4% or $285,092 at 6%; with 50% employer match about $285,092 at 4% or $190,061 at 6%; with 100% employer match about $213,819 at 4% or $142,546 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-2$521,243$34,211$17,106iApproximate average salary by contribution assumption: employee only about $427,638 at 4% or $285,092 at 6%; with 50% employer match about $285,092 at 4% or $190,061 at 6%; with 100% employer match about $213,819 at 4% or $142,546 at 6%.
201612$479,060$66,068$33,034iApproximate average salary by contribution assumption: employee only about $825,850 at 4% or $550,567 at 6%; with 50% employer match about $550,567 at 4% or $367,044 at 6%; with 100% employer match about $412,925 at 4% or $275,283 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-2$479,060$66,068$33,034iApproximate average salary by contribution assumption: employee only about $825,850 at 4% or $550,567 at 6%; with 50% employer match about $550,567 at 4% or $367,044 at 6%; with 100% employer match about $412,925 at 4% or $275,283 at 6%.
201513$407,295$86,300$28,767iApproximate average salary by contribution assumption: employee only about $719,167 at 4% or $479,444 at 6%; with 50% employer match about $479,444 at 4% or $319,630 at 6%; with 100% employer match about $359,583 at 4% or $239,722 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-3$407,295$86,300$28,767iApproximate average salary by contribution assumption: employee only about $719,167 at 4% or $479,444 at 6%; with 50% employer match about $479,444 at 4% or $319,630 at 6%; with 100% employer match about $359,583 at 4% or $239,722 at 6%.
201412$328,767$59,915$29,958iApproximate average salary by contribution assumption: employee only about $748,938 at 4% or $499,292 at 6%; with 50% employer match about $499,292 at 4% or $332,861 at 6%; with 100% employer match about $374,469 at 4% or $249,646 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-2$328,767$59,915$29,958iApproximate average salary by contribution assumption: employee only about $748,938 at 4% or $499,292 at 6%; with 50% employer match about $499,292 at 4% or $332,861 at 6%; with 100% employer match about $374,469 at 4% or $249,646 at 6%.
201312$255,650$58,978$29,489iApproximate average salary by contribution assumption: employee only about $737,225 at 4% or $491,483 at 6%; with 50% employer match about $491,483 at 4% or $327,656 at 6%; with 100% employer match about $368,613 at 4% or $245,742 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-2$255,650$58,978$29,489iApproximate average salary by contribution assumption: employee only about $737,225 at 4% or $491,483 at 6%; with 50% employer match about $491,483 at 4% or $327,656 at 6%; with 100% employer match about $368,613 at 4% or $245,742 at 6%.
201212$171,453$58,587$29,294iApproximate average salary by contribution assumption: employee only about $732,338 at 4% or $488,225 at 6%; with 50% employer match about $488,225 at 4% or $325,483 at 6%; with 100% employer match about $366,169 at 4% or $244,113 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-2$171,453$58,587$29,294iApproximate average salary by contribution assumption: employee only about $732,338 at 4% or $488,225 at 6%; with 50% employer match about $488,225 at 4% or $325,483 at 6%; with 100% employer match about $366,169 at 4% or $244,113 at 6%.
201112$102,433$57,820$28,910iApproximate average salary by contribution assumption: employee only about $722,750 at 4% or $481,833 at 6%; with 50% employer match about $481,833 at 4% or $321,222 at 6%; with 100% employer match about $361,375 at 4% or $240,917 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-2$102,433$57,820$28,910iApproximate average salary by contribution assumption: employee only about $722,750 at 4% or $481,833 at 6%; with 50% employer match about $481,833 at 4% or $321,222 at 6%; with 100% employer match about $361,375 at 4% or $240,917 at 6%.
201011$44,540$44,377$44,377iApproximate average salary by contribution assumption: employee only about $1,109,425 at 4% or $739,617 at 6%; with 50% employer match about $739,617 at 4% or $493,078 at 6%; with 100% employer match about $554,713 at 4% or $369,808 at 6%.
Trinity Financial Advisors LLC 401(K) Profit Sharing Plan-1$44,540$44,377$44,377iApproximate average salary by contribution assumption: employee only about $1,109,425 at 4% or $739,617 at 6%; with 50% employer match about $739,617 at 4% or $493,078 at 6%; with 100% employer match about $554,713 at 4% or $369,808 at 6%.