Trestle Strategy Group LLC
Plan context: Trestle Strategy Group LLC
EIN 46-5626271 • Boulder, CO • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$333,636
2024 Contributions
$37,642
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $333,636 | $37,642 | $37,642iApproximate average salary by contribution assumption: employee only about $941,050 at 4% or $627,367 at 6%; with 50% employer match about $627,367 at 4% or $418,244 at 6%; with 100% employer match about $470,525 at 4% or $313,683 at 6%. |
| Trestle Strategy Group LLC | - | 1 | $333,636 | $37,642 | $37,642iApproximate average salary by contribution assumption: employee only about $941,050 at 4% or $627,367 at 6%; with 50% employer match about $627,367 at 4% or $418,244 at 6%; with 100% employer match about $470,525 at 4% or $313,683 at 6%. |
| 2023 | 1 | 1 | $260,416 | $30,349 | $30,349iApproximate average salary by contribution assumption: employee only about $758,725 at 4% or $505,817 at 6%; with 50% employer match about $505,817 at 4% or $337,211 at 6%; with 100% employer match about $379,363 at 4% or $252,908 at 6%. |
| Trestle Strategy Group LLC | - | 1 | $260,416 | $30,349 | $30,349iApproximate average salary by contribution assumption: employee only about $758,725 at 4% or $505,817 at 6%; with 50% employer match about $505,817 at 4% or $337,211 at 6%; with 100% employer match about $379,363 at 4% or $252,908 at 6%. |
| 2022 | 1 | 1 | $195,967 | $18,392 | $18,392iApproximate average salary by contribution assumption: employee only about $459,800 at 4% or $306,533 at 6%; with 50% employer match about $306,533 at 4% or $204,356 at 6%; with 100% employer match about $229,900 at 4% or $153,267 at 6%. |
| Trestle Strategy Group LLC | - | 1 | $195,967 | $18,392 | $18,392iApproximate average salary by contribution assumption: employee only about $459,800 at 4% or $306,533 at 6%; with 50% employer match about $306,533 at 4% or $204,356 at 6%; with 100% employer match about $229,900 at 4% or $153,267 at 6%. |
| 2021 | 1 | 1 | $223,117 | $36,297 | $36,297iApproximate average salary by contribution assumption: employee only about $907,425 at 4% or $604,950 at 6%; with 50% employer match about $604,950 at 4% or $403,300 at 6%; with 100% employer match about $453,713 at 4% or $302,475 at 6%. |
| Trestle Strategy Group LLC | - | 1 | $223,117 | $36,297 | $36,297iApproximate average salary by contribution assumption: employee only about $907,425 at 4% or $604,950 at 6%; with 50% employer match about $604,950 at 4% or $403,300 at 6%; with 100% employer match about $453,713 at 4% or $302,475 at 6%. |
| 2020 | 1 | 2 | $198,650 | $34,027 | $17,014iApproximate average salary by contribution assumption: employee only about $425,338 at 4% or $283,558 at 6%; with 50% employer match about $283,558 at 4% or $189,039 at 6%; with 100% employer match about $212,669 at 4% or $141,779 at 6%. |
| Trestle Strategy Group LLC | - | 2 | $198,650 | $34,027 | $17,014iApproximate average salary by contribution assumption: employee only about $425,338 at 4% or $283,558 at 6%; with 50% employer match about $283,558 at 4% or $189,039 at 6%; with 100% employer match about $212,669 at 4% or $141,779 at 6%. |
| 2019 | 1 | 2 | $113,996 | $26,012 | $13,006iApproximate average salary by contribution assumption: employee only about $325,150 at 4% or $216,767 at 6%; with 50% employer match about $216,767 at 4% or $144,511 at 6%; with 100% employer match about $162,575 at 4% or $108,383 at 6%. |
| Trestle Strategy Group LLC | - | 2 | $113,996 | $26,012 | $13,006iApproximate average salary by contribution assumption: employee only about $325,150 at 4% or $216,767 at 6%; with 50% employer match about $216,767 at 4% or $144,511 at 6%; with 100% employer match about $162,575 at 4% or $108,383 at 6%. |
| 2018 | 1 | 1 | $87,115 | $26,793 | $26,793iApproximate average salary by contribution assumption: employee only about $669,825 at 4% or $446,550 at 6%; with 50% employer match about $446,550 at 4% or $297,700 at 6%; with 100% employer match about $334,913 at 4% or $223,275 at 6%. |
| Trestle Strategy Group LLC | - | 1 | $87,115 | $26,793 | $26,793iApproximate average salary by contribution assumption: employee only about $669,825 at 4% or $446,550 at 6%; with 50% employer match about $446,550 at 4% or $297,700 at 6%; with 100% employer match about $334,913 at 4% or $223,275 at 6%. |
| 2017 | 1 | 1 | $66,569 | $32,237 | $32,237iApproximate average salary by contribution assumption: employee only about $805,925 at 4% or $537,283 at 6%; with 50% employer match about $537,283 at 4% or $358,189 at 6%; with 100% employer match about $402,963 at 4% or $268,642 at 6%. |
| Trestle Strategy Group LLC | - | 1 | $66,569 | $32,237 | $32,237iApproximate average salary by contribution assumption: employee only about $805,925 at 4% or $537,283 at 6%; with 50% employer match about $537,283 at 4% or $358,189 at 6%; with 100% employer match about $402,963 at 4% or $268,642 at 6%. |
| 2016 | 1 | 1 | $25,010 | $0 | - |
| Trestle Strategy Group LLC | - | 1 | $25,010 | $0 | - |
| 2015 | 1 | 1 | $23,187 | $23,476 | $23,476iApproximate average salary by contribution assumption: employee only about $586,900 at 4% or $391,267 at 6%; with 50% employer match about $391,267 at 4% or $260,844 at 6%; with 100% employer match about $293,450 at 4% or $195,633 at 6%. |
| Trestle Strategy Group LLC | - | 1 | $23,187 | $23,476 | $23,476iApproximate average salary by contribution assumption: employee only about $586,900 at 4% or $391,267 at 6%; with 50% employer match about $391,267 at 4% or $260,844 at 6%; with 100% employer match about $293,450 at 4% or $195,633 at 6%. |