Civic Intelligence

Triangle Securities LLC

Plan context: Triangle Securities 401(K) Profit Sharing Plan and Trust

EIN 58-2534668 • Raleigh, NC • 28 filings • 5 plans

1301 Annapolis Dr.Raleigh, NC 27608
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,149,182

2024 Contributions

$609,186

Historical Graphs

Total Assets Over Time

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

$7,002,639$3,501,320$0200020132024YearValue
$5,149,182Latest year 2024

Participants Over Time

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

19100200020122024YearValue
17Latest year 2024

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
2024117$5,149,182$609,186$35,834iApproximate average salary by contribution assumption: employee only about $895,862 at 4% or $597,241 at 6%; with 50% employer match about $597,241 at 4% or $398,161 at 6%; with 100% employer match about $447,931 at 4% or $298,621 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-17$5,149,182$609,186$35,834iApproximate average salary by contribution assumption: employee only about $895,862 at 4% or $597,241 at 6%; with 50% employer match about $597,241 at 4% or $398,161 at 6%; with 100% employer match about $447,931 at 4% or $298,621 at 6%.
2023114$5,958,817$562,866$40,205iApproximate average salary by contribution assumption: employee only about $1,005,118 at 4% or $670,079 at 6%; with 50% employer match about $670,079 at 4% or $446,719 at 6%; with 100% employer match about $502,559 at 4% or $335,039 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-14$5,958,817$562,866$40,205iApproximate average salary by contribution assumption: employee only about $1,005,118 at 4% or $670,079 at 6%; with 50% employer match about $670,079 at 4% or $446,719 at 6%; with 100% employer match about $502,559 at 4% or $335,039 at 6%.
2022113$6,252,522$535,568$41,198iApproximate average salary by contribution assumption: employee only about $1,029,938 at 4% or $686,626 at 6%; with 50% employer match about $686,626 at 4% or $457,750 at 6%; with 100% employer match about $514,969 at 4% or $343,313 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-13$6,252,522$535,568$41,198iApproximate average salary by contribution assumption: employee only about $1,029,938 at 4% or $686,626 at 6%; with 50% employer match about $686,626 at 4% or $457,750 at 6%; with 100% employer match about $514,969 at 4% or $343,313 at 6%.
2021114$6,766,918$504,528$36,038iApproximate average salary by contribution assumption: employee only about $900,943 at 4% or $600,629 at 6%; with 50% employer match about $600,629 at 4% or $400,419 at 6%; with 100% employer match about $450,471 at 4% or $300,314 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-14$6,766,918$504,528$36,038iApproximate average salary by contribution assumption: employee only about $900,943 at 4% or $600,629 at 6%; with 50% employer match about $600,629 at 4% or $400,419 at 6%; with 100% employer match about $450,471 at 4% or $300,314 at 6%.
2020115$7,002,639$460,688$30,713iApproximate average salary by contribution assumption: employee only about $767,813 at 4% or $511,876 at 6%; with 50% employer match about $511,876 at 4% or $341,250 at 6%; with 100% employer match about $383,907 at 4% or $255,938 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-15$7,002,639$460,688$30,713iApproximate average salary by contribution assumption: employee only about $767,813 at 4% or $511,876 at 6%; with 50% employer match about $511,876 at 4% or $341,250 at 6%; with 100% employer match about $383,907 at 4% or $255,938 at 6%.
2019116$5,671,357$445,559$27,847iApproximate average salary by contribution assumption: employee only about $696,186 at 4% or $464,124 at 6%; with 50% employer match about $464,124 at 4% or $309,416 at 6%; with 100% employer match about $348,093 at 4% or $232,062 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-16$5,671,357$445,559$27,847iApproximate average salary by contribution assumption: employee only about $696,186 at 4% or $464,124 at 6%; with 50% employer match about $464,124 at 4% or $309,416 at 6%; with 100% employer match about $348,093 at 4% or $232,062 at 6%.
2018115$6,500,783$455,966$30,398iApproximate average salary by contribution assumption: employee only about $759,943 at 4% or $506,629 at 6%; with 50% employer match about $506,629 at 4% or $337,753 at 6%; with 100% employer match about $379,972 at 4% or $253,314 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-15$6,500,783$455,966$30,398iApproximate average salary by contribution assumption: employee only about $759,943 at 4% or $506,629 at 6%; with 50% employer match about $506,629 at 4% or $337,753 at 6%; with 100% employer match about $379,972 at 4% or $253,314 at 6%.
2017116$6,562,148$426,827$26,677iApproximate average salary by contribution assumption: employee only about $666,917 at 4% or $444,611 at 6%; with 50% employer match about $444,611 at 4% or $296,408 at 6%; with 100% employer match about $333,459 at 4% or $222,306 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-16$6,562,148$426,827$26,677iApproximate average salary by contribution assumption: employee only about $666,917 at 4% or $444,611 at 6%; with 50% employer match about $444,611 at 4% or $296,408 at 6%; with 100% employer match about $333,459 at 4% or $222,306 at 6%.
2016115$5,228,388$424,547$28,303iApproximate average salary by contribution assumption: employee only about $707,578 at 4% or $471,719 at 6%; with 50% employer match about $471,719 at 4% or $314,479 at 6%; with 100% employer match about $353,789 at 4% or $235,859 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-15$5,228,388$424,547$28,303iApproximate average salary by contribution assumption: employee only about $707,578 at 4% or $471,719 at 6%; with 50% employer match about $471,719 at 4% or $314,479 at 6%; with 100% employer match about $353,789 at 4% or $235,859 at 6%.
2015115$4,547,777$418,774$27,918iApproximate average salary by contribution assumption: employee only about $697,957 at 4% or $465,304 at 6%; with 50% employer match about $465,304 at 4% or $310,203 at 6%; with 100% employer match about $348,978 at 4% or $232,652 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-15$4,547,777$418,774$27,918iApproximate average salary by contribution assumption: employee only about $697,957 at 4% or $465,304 at 6%; with 50% employer match about $465,304 at 4% or $310,203 at 6%; with 100% employer match about $348,978 at 4% or $232,652 at 6%.
2014118$4,639,538$372,422$20,690iApproximate average salary by contribution assumption: employee only about $517,253 at 4% or $344,835 at 6%; with 50% employer match about $344,835 at 4% or $229,890 at 6%; with 100% employer match about $258,626 at 4% or $172,418 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-18$4,639,538$372,422$20,690iApproximate average salary by contribution assumption: employee only about $517,253 at 4% or $344,835 at 6%; with 50% employer match about $344,835 at 4% or $229,890 at 6%; with 100% employer match about $258,626 at 4% or $172,418 at 6%.
2013116$4,022,332$358,781$22,424iApproximate average salary by contribution assumption: employee only about $560,595 at 4% or $373,730 at 6%; with 50% employer match about $373,730 at 4% or $249,153 at 6%; with 100% employer match about $280,298 at 4% or $186,865 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-16$4,022,332$358,781$22,424iApproximate average salary by contribution assumption: employee only about $560,595 at 4% or $373,730 at 6%; with 50% employer match about $373,730 at 4% or $249,153 at 6%; with 100% employer match about $280,298 at 4% or $186,865 at 6%.
2012116$3,015,097$340,575$21,286iApproximate average salary by contribution assumption: employee only about $532,148 at 4% or $354,766 at 6%; with 50% employer match about $354,766 at 4% or $236,510 at 6%; with 100% employer match about $266,074 at 4% or $177,383 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-16$3,015,097$340,575$21,286iApproximate average salary by contribution assumption: employee only about $532,148 at 4% or $354,766 at 6%; with 50% employer match about $354,766 at 4% or $236,510 at 6%; with 100% employer match about $266,074 at 4% or $177,383 at 6%.
2011217$4,717,898$579,414$34,083iApproximate average salary by contribution assumption: employee only about $852,079 at 4% or $568,053 at 6%; with 50% employer match about $568,053 at 4% or $378,702 at 6%; with 100% employer match about $426,040 at 4% or $284,026 at 6%.
Triangle Securities, L.L.C. Money Purchase Pension Plan and Trust-17$2,358,949$289,707$17,042iApproximate average salary by contribution assumption: employee only about $426,040 at 4% or $284,026 at 6%; with 50% employer match about $284,026 at 4% or $189,351 at 6%; with 100% employer match about $213,020 at 4% or $142,013 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-17$2,358,949$289,707$17,042iApproximate average salary by contribution assumption: employee only about $426,040 at 4% or $284,026 at 6%; with 50% employer match about $284,026 at 4% or $189,351 at 6%; with 100% employer match about $213,020 at 4% or $142,013 at 6%.
2010216$4,620,660$515,204$32,200iApproximate average salary by contribution assumption: employee only about $805,006 at 4% or $536,671 at 6%; with 50% employer match about $536,671 at 4% or $357,781 at 6%; with 100% employer match about $402,503 at 4% or $268,335 at 6%.
Triangle Securities, L.L.C. Money Purchase Pension Plan and Trust-16$2,310,330$257,602$16,100iApproximate average salary by contribution assumption: employee only about $402,503 at 4% or $268,335 at 6%; with 50% employer match about $268,335 at 4% or $178,890 at 6%; with 100% employer match about $201,252 at 4% or $134,168 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-16$2,310,330$257,602$16,100iApproximate average salary by contribution assumption: employee only about $402,503 at 4% or $268,335 at 6%; with 50% employer match about $268,335 at 4% or $178,890 at 6%; with 100% employer match about $201,252 at 4% or $134,168 at 6%.
2009117$1,773,919$237,678$13,981iApproximate average salary by contribution assumption: employee only about $349,526 at 4% or $233,018 at 6%; with 50% employer match about $233,018 at 4% or $155,345 at 6%; with 100% employer match about $174,763 at 4% or $116,509 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-17$1,773,919$237,678$13,981iApproximate average salary by contribution assumption: employee only about $349,526 at 4% or $233,018 at 6%; with 50% employer match about $233,018 at 4% or $155,345 at 6%; with 100% employer match about $174,763 at 4% or $116,509 at 6%.
2008117$1,144,359$209,375$12,316iApproximate average salary by contribution assumption: employee only about $307,904 at 4% or $205,270 at 6%; with 50% employer match about $205,270 at 4% or $136,846 at 6%; with 100% employer match about $153,952 at 4% or $102,635 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-17$1,144,359$209,375$12,316iApproximate average salary by contribution assumption: employee only about $307,904 at 4% or $205,270 at 6%; with 50% employer match about $205,270 at 4% or $136,846 at 6%; with 100% employer match about $153,952 at 4% or $102,635 at 6%.
2007119$1,634,745$253,789$13,357iApproximate average salary by contribution assumption: employee only about $333,933 at 4% or $222,622 at 6%; with 50% employer match about $222,622 at 4% or $148,415 at 6%; with 100% employer match about $166,966 at 4% or $111,311 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-19$1,634,745$253,789$13,357iApproximate average salary by contribution assumption: employee only about $333,933 at 4% or $222,622 at 6%; with 50% employer match about $222,622 at 4% or $148,415 at 6%; with 100% employer match about $166,966 at 4% or $111,311 at 6%.
2006119$1,244,639$221,225$11,643iApproximate average salary by contribution assumption: employee only about $291,086 at 4% or $194,057 at 6%; with 50% employer match about $194,057 at 4% or $129,371 at 6%; with 100% employer match about $145,543 at 4% or $97,029 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-19$1,244,639$221,225$11,643iApproximate average salary by contribution assumption: employee only about $291,086 at 4% or $194,057 at 6%; with 50% employer match about $194,057 at 4% or $129,371 at 6%; with 100% employer match about $145,543 at 4% or $97,029 at 6%.
2005116$873,884$205,941$12,871iApproximate average salary by contribution assumption: employee only about $321,783 at 4% or $214,522 at 6%; with 50% employer match about $214,522 at 4% or $143,015 at 6%; with 100% employer match about $160,891 at 4% or $107,261 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-16$873,884$205,941$12,871iApproximate average salary by contribution assumption: employee only about $321,783 at 4% or $214,522 at 6%; with 50% employer match about $214,522 at 4% or $143,015 at 6%; with 100% employer match about $160,891 at 4% or $107,261 at 6%.
2004114$586,569$166,514$11,894iApproximate average salary by contribution assumption: employee only about $297,346 at 4% or $198,231 at 6%; with 50% employer match about $198,231 at 4% or $132,154 at 6%; with 100% employer match about $148,673 at 4% or $99,115 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-14$586,569$166,514$11,894iApproximate average salary by contribution assumption: employee only about $297,346 at 4% or $198,231 at 6%; with 50% employer match about $198,231 at 4% or $132,154 at 6%; with 100% employer match about $148,673 at 4% or $99,115 at 6%.
2003114$372,387$125,852$8,989iApproximate average salary by contribution assumption: employee only about $224,736 at 4% or $149,824 at 6%; with 50% employer match about $149,824 at 4% or $99,883 at 6%; with 100% employer match about $112,368 at 4% or $74,912 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-14$372,387$125,852$8,989iApproximate average salary by contribution assumption: employee only about $224,736 at 4% or $149,824 at 6%; with 50% employer match about $149,824 at 4% or $99,883 at 6%; with 100% employer match about $112,368 at 4% or $74,912 at 6%.
2002213$237,937$107,364$8,259iApproximate average salary by contribution assumption: employee only about $206,469 at 4% or $137,646 at 6%; with 50% employer match about $137,646 at 4% or $91,764 at 6%; with 100% employer match about $103,235 at 4% or $68,823 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-13$237,937$107,364$8,259iApproximate average salary by contribution assumption: employee only about $206,469 at 4% or $137,646 at 6%; with 50% employer match about $137,646 at 4% or $91,764 at 6%; with 100% employer match about $103,235 at 4% or $68,823 at 6%.
Triangle Securities, L.L.C. Money Purchase Pension Plan and Trust-0---
2001114$0$0-
Triangle Securities, L.L.C. Money Purchase Pension Plan and Trust-14---
2000114$9,627$9,627$688iApproximate average salary by contribution assumption: employee only about $17,191 at 4% or $11,461 at 6%; with 50% employer match about $11,461 at 4% or $7,640 at 6%; with 100% employer match about $8,596 at 4% or $5,730 at 6%.
Triangle Securities 401(K) Profit Sharing Plan and Trust-14$9,627$9,627$688iApproximate average salary by contribution assumption: employee only about $17,191 at 4% or $11,461 at 6%; with 50% employer match about $11,461 at 4% or $7,640 at 6%; with 100% employer match about $8,596 at 4% or $5,730 at 6%.