Civic Intelligence

Trident Financial Group

Plan context: TRIDENT FINANCIAL GROUP 401K PROFIT SHARING PLAN

EIN 47-0870150 • San Bruno, CA • 13 filings • 3 plans

1001 Bayhill Dr Ste 108San Bruno, CA 94066-3061
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$27,879

2011 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$1,020,120$510,060$0200220062010YearValue
$27,879Latest year 2010

Participants Over Time

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

840200220062010YearValue
1Latest year 2010

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
201110$0$0-
TRIDENT FINANCIAL GROUP 401K PROFIT SHARING PLAN-0$0$0-
201011$27,879$0-
TRIDENT FINANCIAL GROUP 401K PROFIT SHARING PLAN-1$27,879$0-
200923$21,403$0-
TRIDENT FINANCIAL GROUP 401K PROFIT SHARING PLAN-3$21,403$0-
Trident Financial Group Defined Benefit Pension Plan-0$0$0-
200823$345,217$0-
Trident Financial Group Defined Benefit Pension Plan-1$319,479--
TRIDENT FINANCIAL GROUP 401K PROFIT SHARING PLAN-3$25,738--
200716$77,094$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
TRIDENT FINANCIAL GROUP 401K PROFIT SHARING PLAN-6$77,094$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200628$1,020,120$213,483$26,685iApproximate average salary by contribution assumption: employee only about $667,134 at 4% or $444,756 at 6%; with 50% employer match about $444,756 at 4% or $296,504 at 6%; with 100% employer match about $333,567 at 4% or $222,378 at 6%.
Trident Financial Group Defined Benefit Pension Plan-8$977,140$170,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
TRIDENT FINANCIAL GROUP 401K PROFIT SHARING PLAN-8$42,980$43,483$5,435iApproximate average salary by contribution assumption: employee only about $135,884 at 4% or $90,590 at 6%; with 50% employer match about $90,590 at 4% or $60,393 at 6%; with 100% employer match about $67,942 at 4% or $45,295 at 6%.
200517$696,004$179,623$25,660iApproximate average salary by contribution assumption: employee only about $641,511 at 4% or $427,674 at 6%; with 50% employer match about $427,674 at 4% or $285,116 at 6%; with 100% employer match about $320,755 at 4% or $213,837 at 6%.
Trident Financial Group Defined Benefit Pension Plan-7$696,004$179,623$25,660iApproximate average salary by contribution assumption: employee only about $641,511 at 4% or $427,674 at 6%; with 50% employer match about $427,674 at 4% or $285,116 at 6%; with 100% employer match about $320,755 at 4% or $213,837 at 6%.
200416$487,234$169,824$28,304iApproximate average salary by contribution assumption: employee only about $707,600 at 4% or $471,733 at 6%; with 50% employer match about $471,733 at 4% or $314,489 at 6%; with 100% employer match about $353,800 at 4% or $235,867 at 6%.
Trident Financial Group Defined Benefit Pension Plan-6$487,234$169,824$28,304iApproximate average salary by contribution assumption: employee only about $707,600 at 4% or $471,733 at 6%; with 50% employer match about $471,733 at 4% or $314,489 at 6%; with 100% employer match about $353,800 at 4% or $235,867 at 6%.
200314$312,278$153,295$38,324iApproximate average salary by contribution assumption: employee only about $958,094 at 4% or $638,729 at 6%; with 50% employer match about $638,729 at 4% or $425,819 at 6%; with 100% employer match about $479,047 at 4% or $319,365 at 6%.
Trident Financial Group Defined Benefit Pension Plan-4$312,278$153,295$38,324iApproximate average salary by contribution assumption: employee only about $958,094 at 4% or $638,729 at 6%; with 50% employer match about $638,729 at 4% or $425,819 at 6%; with 100% employer match about $479,047 at 4% or $319,365 at 6%.
200216$158,921$158,921$26,487iApproximate average salary by contribution assumption: employee only about $662,171 at 4% or $441,447 at 6%; with 50% employer match about $441,447 at 4% or $294,298 at 6%; with 100% employer match about $331,085 at 4% or $220,724 at 6%.
Trident Financial Group Defined Benefit Pension Plan-6$158,921$158,921$26,487iApproximate average salary by contribution assumption: employee only about $662,171 at 4% or $441,447 at 6%; with 50% employer match about $441,447 at 4% or $294,298 at 6%; with 100% employer match about $331,085 at 4% or $220,724 at 6%.