Civic Intelligence

TREY W. SINER INC.

Plan context: TREY SINER INSURANCE GROUP 401(K) PLAN

EIN 56-2157463 • Concord, NC • 8 filings • 1 plans

247 Church Street NEConcord, NC 28025-4763
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,592,653

2025 Contributions

$118,594

Historical Graphs

Total Assets Over Time

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

$1,592,653$796,327$0201820222025YearValue
$1,592,653Latest year 2025

Participants Over Time

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

1260201820222025YearValue
11Latest year 2025

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
2025111$1,592,653$118,594$10,781iApproximate average salary by contribution assumption: employee only about $269,532 at 4% or $179,688 at 6%; with 50% employer match about $179,688 at 4% or $119,792 at 6%; with 100% employer match about $134,766 at 4% or $89,844 at 6%.
TREY SINER INSURANCE GROUP 401(K) PLAN-11$1,592,653$118,594$10,781iApproximate average salary by contribution assumption: employee only about $269,532 at 4% or $179,688 at 6%; with 50% employer match about $179,688 at 4% or $119,792 at 6%; with 100% employer match about $134,766 at 4% or $89,844 at 6%.
2024112$1,285,758$116,944$9,745iApproximate average salary by contribution assumption: employee only about $243,633 at 4% or $162,422 at 6%; with 50% employer match about $162,422 at 4% or $108,281 at 6%; with 100% employer match about $121,817 at 4% or $81,211 at 6%.
TREY SINER INSURANCE GROUP 401(K) PLAN-12$1,285,758$116,944$9,745iApproximate average salary by contribution assumption: employee only about $243,633 at 4% or $162,422 at 6%; with 50% employer match about $162,422 at 4% or $108,281 at 6%; with 100% employer match about $121,817 at 4% or $81,211 at 6%.
2023111$1,032,037$109,221$9,929iApproximate average salary by contribution assumption: employee only about $248,230 at 4% or $165,486 at 6%; with 50% employer match about $165,486 at 4% or $110,324 at 6%; with 100% employer match about $124,115 at 4% or $82,743 at 6%.
TREY SINER INSURANCE GROUP 401(K) PLAN-11$1,032,037$109,221$9,929iApproximate average salary by contribution assumption: employee only about $248,230 at 4% or $165,486 at 6%; with 50% employer match about $165,486 at 4% or $110,324 at 6%; with 100% employer match about $124,115 at 4% or $82,743 at 6%.
2022110$774,370$89,749$8,975iApproximate average salary by contribution assumption: employee only about $224,373 at 4% or $149,582 at 6%; with 50% employer match about $149,582 at 4% or $99,721 at 6%; with 100% employer match about $112,186 at 4% or $74,791 at 6%.
TREY SINER INSURANCE GROUP 401(K) PLAN-10$774,370$89,749$8,975iApproximate average salary by contribution assumption: employee only about $224,373 at 4% or $149,582 at 6%; with 50% employer match about $149,582 at 4% or $99,721 at 6%; with 100% employer match about $112,186 at 4% or $74,791 at 6%.
202117$849,564$80,365$11,481iApproximate average salary by contribution assumption: employee only about $287,018 at 4% or $191,345 at 6%; with 50% employer match about $191,345 at 4% or $127,563 at 6%; with 100% employer match about $143,509 at 4% or $95,673 at 6%.
TREY SINER INSURANCE GROUP 401(K) PLAN-7$849,564$80,365$11,481iApproximate average salary by contribution assumption: employee only about $287,018 at 4% or $191,345 at 6%; with 50% employer match about $191,345 at 4% or $127,563 at 6%; with 100% employer match about $143,509 at 4% or $95,673 at 6%.
202017$668,992$79,656$11,379iApproximate average salary by contribution assumption: employee only about $284,486 at 4% or $189,657 at 6%; with 50% employer match about $189,657 at 4% or $126,438 at 6%; with 100% employer match about $142,243 at 4% or $94,829 at 6%.
TREY SINER INSURANCE GROUP 401(K) PLAN-7$668,992$79,656$11,379iApproximate average salary by contribution assumption: employee only about $284,486 at 4% or $189,657 at 6%; with 50% employer match about $189,657 at 4% or $126,438 at 6%; with 100% employer match about $142,243 at 4% or $94,829 at 6%.
201918$507,370$80,514$10,064iApproximate average salary by contribution assumption: employee only about $251,606 at 4% or $167,738 at 6%; with 50% employer match about $167,738 at 4% or $111,825 at 6%; with 100% employer match about $125,803 at 4% or $83,869 at 6%.
TREY SINER INSURANCE GROUP 401(K) PLAN-8$507,370$80,514$10,064iApproximate average salary by contribution assumption: employee only about $251,606 at 4% or $167,738 at 6%; with 50% employer match about $167,738 at 4% or $111,825 at 6%; with 100% employer match about $125,803 at 4% or $83,869 at 6%.
201817$337,363$371,032$53,005iApproximate average salary by contribution assumption: employee only about $1,325,114 at 4% or $883,410 at 6%; with 50% employer match about $883,410 at 4% or $588,940 at 6%; with 100% employer match about $662,557 at 4% or $441,705 at 6%.
TREY SINER INSURANCE GROUP 401(K) PLAN-7$337,363$371,032$53,005iApproximate average salary by contribution assumption: employee only about $1,325,114 at 4% or $883,410 at 6%; with 50% employer match about $883,410 at 4% or $588,940 at 6%; with 100% employer match about $662,557 at 4% or $441,705 at 6%.