Civic Intelligence

Trifecta Group Inc.

Plan context: Trifecta Group 401(K) Profit Sharing Plan

EIN 46-3922005 • Emerald Hills, CA • 8 filings • 2 plans

205 Ferndale WayEmerald Hills, CA 94062
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,831,136

2024 Contributions

$106,602

Historical Graphs

Total Assets Over Time

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

$1,831,136$915,568$0201820212023YearValue
$1,831,136Latest year 2023

Participants Over Time

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

630201820212023YearValue
6Latest year 2023

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
202410$0$106,602-
Trifecta Group 401(K) Profit Sharing Plan-0$0$106,602-
202316$1,831,136$138,556$23,093iApproximate average salary by contribution assumption: employee only about $577,317 at 4% or $384,878 at 6%; with 50% employer match about $384,878 at 4% or $256,585 at 6%; with 100% employer match about $288,658 at 4% or $192,439 at 6%.
Trifecta Group 401(K) Profit Sharing Plan-6$1,831,136$138,556$23,093iApproximate average salary by contribution assumption: employee only about $577,317 at 4% or $384,878 at 6%; with 50% employer match about $384,878 at 4% or $256,585 at 6%; with 100% employer match about $288,658 at 4% or $192,439 at 6%.
202216$1,488,766$117,502$19,584iApproximate average salary by contribution assumption: employee only about $489,592 at 4% or $326,394 at 6%; with 50% employer match about $326,394 at 4% or $217,596 at 6%; with 100% employer match about $244,796 at 4% or $163,197 at 6%.
Trifecta Group 401(K) Profit Sharing Plan-6$1,488,766$117,502$19,584iApproximate average salary by contribution assumption: employee only about $489,592 at 4% or $326,394 at 6%; with 50% employer match about $326,394 at 4% or $217,596 at 6%; with 100% employer match about $244,796 at 4% or $163,197 at 6%.
202116$1,654,815$101,635$16,939iApproximate average salary by contribution assumption: employee only about $423,479 at 4% or $282,319 at 6%; with 50% employer match about $282,319 at 4% or $188,213 at 6%; with 100% employer match about $211,740 at 4% or $141,160 at 6%.
Trifecta Group 401(K) Profit Sharing Plan-6$1,654,815$101,635$16,939iApproximate average salary by contribution assumption: employee only about $423,479 at 4% or $282,319 at 6%; with 50% employer match about $282,319 at 4% or $188,213 at 6%; with 100% employer match about $211,740 at 4% or $141,160 at 6%.
202016$1,396,090$84,645$14,108iApproximate average salary by contribution assumption: employee only about $352,688 at 4% or $235,125 at 6%; with 50% employer match about $235,125 at 4% or $156,750 at 6%; with 100% employer match about $176,344 at 4% or $117,563 at 6%.
Trifecta Group 401(K) Profit Sharing Plan-6$1,396,090$84,645$14,108iApproximate average salary by contribution assumption: employee only about $352,688 at 4% or $235,125 at 6%; with 50% employer match about $235,125 at 4% or $156,750 at 6%; with 100% employer match about $176,344 at 4% or $117,563 at 6%.
201914$1,139,925$919,485$229,871iApproximate average salary by contribution assumption: employee only about $5,746,781 at 4% or $3,831,188 at 6%; with 50% employer match about $3,831,188 at 4% or $2,554,125 at 6%; with 100% employer match about $2,873,391 at 4% or $1,915,594 at 6%.
Trifecta Group 401(K) Profit Sharing Plan-4$1,139,925$919,485$229,871iApproximate average salary by contribution assumption: employee only about $5,746,781 at 4% or $3,831,188 at 6%; with 50% employer match about $3,831,188 at 4% or $2,554,125 at 6%; with 100% employer match about $2,873,391 at 4% or $1,915,594 at 6%.
201822$194,570$158,000$79,000iApproximate average salary by contribution assumption: employee only about $1,975,000 at 4% or $1,316,667 at 6%; with 50% employer match about $1,316,667 at 4% or $877,778 at 6%; with 100% employer match about $987,500 at 4% or $658,333 at 6%.
Trifecta Group 401(K) Profit Sharing Plan-2$194,570$79,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
Trifecta Group 401(K) Profit Sharing Plan-2$0$79,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.