Trinity Investors LLC Retirement Plan
Plan context: Trinity Investors LLC Retirement Plan
EIN 56-2089261 • Salisbury, NC • 20 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$471,890
2025 Contributions
$17,567
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $471,890 | $17,567 | $17,567iApproximate average salary by contribution assumption: employee only about $439,175 at 4% or $292,783 at 6%; with 50% employer match about $292,783 at 4% or $195,189 at 6%; with 100% employer match about $219,588 at 4% or $146,392 at 6%. |
| Trinity Investors LLC Retirement Plan | - | 1 | $471,890 | $17,567 | $17,567iApproximate average salary by contribution assumption: employee only about $439,175 at 4% or $292,783 at 6%; with 50% employer match about $292,783 at 4% or $195,189 at 6%; with 100% employer match about $219,588 at 4% or $146,392 at 6%. |
| 2024 | 1 | 1 | $456,123 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $456,123 | - | - |
| 2023 | 1 | 1 | $479,284 | $37,138 | $37,138iApproximate average salary by contribution assumption: employee only about $928,450 at 4% or $618,967 at 6%; with 50% employer match about $618,967 at 4% or $412,644 at 6%; with 100% employer match about $464,225 at 4% or $309,483 at 6%. |
| Trinity Investors LLC Retirement Plan | - | 1 | $479,284 | $37,138 | $37,138iApproximate average salary by contribution assumption: employee only about $928,450 at 4% or $618,967 at 6%; with 50% employer match about $618,967 at 4% or $412,644 at 6%; with 100% employer match about $464,225 at 4% or $309,483 at 6%. |
| 2022 | 1 | 1 | $442,146 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $442,146 | - | - |
| 2021 | 1 | 1 | $482,146 | $60,228 | $60,228iApproximate average salary by contribution assumption: employee only about $1,505,700 at 4% or $1,003,800 at 6%; with 50% employer match about $1,003,800 at 4% or $669,200 at 6%; with 100% employer match about $752,850 at 4% or $501,900 at 6%. |
| Trinity Investors LLC Retirement Plan | - | 1 | $482,146 | $60,228 | $60,228iApproximate average salary by contribution assumption: employee only about $1,505,700 at 4% or $1,003,800 at 6%; with 50% employer match about $1,003,800 at 4% or $669,200 at 6%; with 100% employer match about $752,850 at 4% or $501,900 at 6%. |
| 2020 | 1 | 1 | $430,368 | $38,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| Trinity Investors LLC Retirement Plan | - | 1 | $430,368 | $38,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| 2019 | 1 | 1 | $372,818 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $372,818 | - | - |
| 2018 | 1 | 1 | $382,268 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $382,268 | - | - |
| 2017 | 1 | 1 | $414,568 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Trinity Investors LLC Retirement Plan | - | 1 | $414,568 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2016 | 1 | 1 | $0 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | - | - | - |
| 2015 | 1 | 1 | $414,568 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Trinity Investors LLC Retirement Plan | - | 1 | $414,568 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2014 | 1 | 1 | $317,148 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $317,148 | - | - |
| 2013 | 1 | 1 | $388,344 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $388,344 | - | - |
| 2011 | 1 | 1 | $222,347 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $222,347 | - | - |
| 2010 | 1 | 1 | $198,716 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $198,716 | - | - |
| 2009 | 1 | 1 | $193,637 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | $193,637 | - | - |
| 2008 | 1 | 1 | $0 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Trinity Investors LLC Retirement Plan | - | 1 | - | - | - |
| 2006 | 1 | 1 | $163,628 | $2,250 | $2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%. |
| Trinity Investors LLC Retirement Plan | - | 1 | $163,628 | $2,250 | $2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%. |
| 2005 | 1 | 1 | $164,997 | $144,705 | $144,705iApproximate average salary by contribution assumption: employee only about $3,617,625 at 4% or $2,411,750 at 6%; with 50% employer match about $2,411,750 at 4% or $1,607,833 at 6%; with 100% employer match about $1,808,813 at 4% or $1,205,875 at 6%. |
| Trinity Investors LLC Retirement Plan | - | 1 | $164,997 | $144,705 | $144,705iApproximate average salary by contribution assumption: employee only about $3,617,625 at 4% or $2,411,750 at 6%; with 50% employer match about $2,411,750 at 4% or $1,607,833 at 6%; with 100% employer match about $1,808,813 at 4% or $1,205,875 at 6%. |