Triad Financial Services Inc.
Plan context: Triad Financial 401K Savings and Investment Plan
EIN 59-1515932 • Jacksonville, FL • 36 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
504
2024 Assets
$12,852,985
2024 Contributions
$1,326,532
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 | 2 | 504 | $0 | $0 | - |
| Triad Financial Services Inc. Employee Benefit Plan | - | 504 | - | - | - |
| Triad Financial Services Inc. Fsa Plan | - | 0 | - | - | - |
| 2023 | 2 | 525 | $0 | $0 | - |
| Triad Financial Services Inc. Employee Benefit Plan | - | 525 | - | - | - |
| Triad Financial Services Inc. Fsa Plan | - | 325 | - | - | - |
| 2022 | 2 | 435 | $0 | $0 | - |
| Triad Financial Services Inc. Fsa Plan | - | 325 | - | - | - |
| Triad Financial Services Inc. Employee Benefit Plan | - | 435 | - | - | - |
| 2021 | 3 | 292 | $0 | $0 | - |
| Triad Financial Services Inc. Employee Benefit Plan | - | 292 | - | - | - |
| Triad Financial Services Inc. Fsa Plan | - | 100 | - | - | - |
| Triad Financial 401K Savings and Investment Plan | - | 0 | - | - | - |
| 2020 | 2 | 241 | $12,852,985 | $1,326,532 | $5,504iApproximate average salary by contribution assumption: employee only about $137,607 at 4% or $91,738 at 6%; with 50% employer match about $91,738 at 4% or $61,159 at 6%; with 100% employer match about $68,804 at 4% or $45,869 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 237 | $12,852,985 | $1,326,532 | $5,597iApproximate average salary by contribution assumption: employee only about $139,930 at 4% or $93,286 at 6%; with 50% employer match about $93,286 at 4% or $62,191 at 6%; with 100% employer match about $69,965 at 4% or $46,643 at 6%. |
| Triad Financial Services Inc. Employee Benefit Plan | - | 241 | - | - | - |
| 2019 | 2 | 217 | $12,523,669 | $965,441 | $4,449iApproximate average salary by contribution assumption: employee only about $111,226 at 4% or $74,151 at 6%; with 50% employer match about $74,151 at 4% or $49,434 at 6%; with 100% employer match about $55,613 at 4% or $37,075 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 200 | $12,523,669 | $965,441 | $4,827iApproximate average salary by contribution assumption: employee only about $120,680 at 4% or $80,453 at 6%; with 50% employer match about $80,453 at 4% or $53,636 at 6%; with 100% employer match about $60,340 at 4% or $40,227 at 6%. |
| Triad Financial Services Inc. Employee Benefit Plan | - | 217 | - | - | - |
| 2018 | 2 | 183 | $10,353,614 | $900,890 | $4,923iApproximate average salary by contribution assumption: employee only about $123,072 at 4% or $82,048 at 6%; with 50% employer match about $82,048 at 4% or $54,699 at 6%; with 100% employer match about $61,536 at 4% or $41,024 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 183 | $10,353,614 | $900,890 | $4,923iApproximate average salary by contribution assumption: employee only about $123,072 at 4% or $82,048 at 6%; with 50% employer match about $82,048 at 4% or $54,699 at 6%; with 100% employer match about $61,536 at 4% or $41,024 at 6%. |
| Triad Financial Services Inc. Employee Benefit Plan | - | 159 | - | - | - |
| 2017 | 2 | 157 | $10,675,766 | $836,890 | $5,331iApproximate average salary by contribution assumption: employee only about $133,263 at 4% or $88,842 at 6%; with 50% employer match about $88,842 at 4% or $59,228 at 6%; with 100% employer match about $66,631 at 4% or $44,421 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 157 | $10,675,766 | $836,890 | $5,331iApproximate average salary by contribution assumption: employee only about $133,263 at 4% or $88,842 at 6%; with 50% employer match about $88,842 at 4% or $59,228 at 6%; with 100% employer match about $66,631 at 4% or $44,421 at 6%. |
| Triad Financial Services Inc. Employee Benefit Plan | - | 140 | - | - | - |
| 2016 | 2 | 156 | $8,842,309 | $815,384 | $5,227iApproximate average salary by contribution assumption: employee only about $130,671 at 4% or $87,114 at 6%; with 50% employer match about $87,114 at 4% or $58,076 at 6%; with 100% employer match about $65,335 at 4% or $43,557 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 156 | $8,842,309 | $815,384 | $5,227iApproximate average salary by contribution assumption: employee only about $130,671 at 4% or $87,114 at 6%; with 50% employer match about $87,114 at 4% or $58,076 at 6%; with 100% employer match about $65,335 at 4% or $43,557 at 6%. |
| Triad Financial Services Inc. Employee Benefit Plan | - | 129 | - | - | - |
| 2015 | 1 | 142 | $7,757,213 | $744,882 | $5,246iApproximate average salary by contribution assumption: employee only about $131,141 at 4% or $87,427 at 6%; with 50% employer match about $87,427 at 4% or $58,285 at 6%; with 100% employer match about $65,571 at 4% or $43,714 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 142 | $7,757,213 | $744,882 | $5,246iApproximate average salary by contribution assumption: employee only about $131,141 at 4% or $87,427 at 6%; with 50% employer match about $87,427 at 4% or $58,285 at 6%; with 100% employer match about $65,571 at 4% or $43,714 at 6%. |
| 2014 | 1 | 106 | $7,119,733 | $660,197 | $6,228iApproximate average salary by contribution assumption: employee only about $155,707 at 4% or $103,805 at 6%; with 50% employer match about $103,805 at 4% or $69,203 at 6%; with 100% employer match about $77,853 at 4% or $51,902 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 106 | $7,119,733 | $660,197 | $6,228iApproximate average salary by contribution assumption: employee only about $155,707 at 4% or $103,805 at 6%; with 50% employer match about $103,805 at 4% or $69,203 at 6%; with 100% employer match about $77,853 at 4% or $51,902 at 6%. |
| 2013 | 1 | 93 | $6,123,938 | $537,361 | $5,778iApproximate average salary by contribution assumption: employee only about $144,452 at 4% or $96,301 at 6%; with 50% employer match about $96,301 at 4% or $64,201 at 6%; with 100% employer match about $72,226 at 4% or $48,151 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 93 | $6,123,938 | $537,361 | $5,778iApproximate average salary by contribution assumption: employee only about $144,452 at 4% or $96,301 at 6%; with 50% employer match about $96,301 at 4% or $64,201 at 6%; with 100% employer match about $72,226 at 4% or $48,151 at 6%. |
| 2012 | 1 | 78 | $4,909,926 | $549,229 | $7,041iApproximate average salary by contribution assumption: employee only about $176,035 at 4% or $117,357 at 6%; with 50% employer match about $117,357 at 4% or $78,238 at 6%; with 100% employer match about $88,017 at 4% or $58,678 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 78 | $4,909,926 | $549,229 | $7,041iApproximate average salary by contribution assumption: employee only about $176,035 at 4% or $117,357 at 6%; with 50% employer match about $117,357 at 4% or $78,238 at 6%; with 100% employer match about $88,017 at 4% or $58,678 at 6%. |
| 2011 | 1 | 112 | $4,703,495 | $551,268 | $4,922iApproximate average salary by contribution assumption: employee only about $123,051 at 4% or $82,034 at 6%; with 50% employer match about $82,034 at 4% or $54,689 at 6%; with 100% employer match about $61,525 at 4% or $41,017 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 112 | $4,703,495 | $551,268 | $4,922iApproximate average salary by contribution assumption: employee only about $123,051 at 4% or $82,034 at 6%; with 50% employer match about $82,034 at 4% or $54,689 at 6%; with 100% employer match about $61,525 at 4% or $41,017 at 6%. |
| 2010 | 1 | 128 | $4,524,339 | $641,152 | $5,009iApproximate average salary by contribution assumption: employee only about $125,225 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,656 at 6%; with 100% employer match about $62,613 at 4% or $41,742 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 128 | $4,524,339 | $641,152 | $5,009iApproximate average salary by contribution assumption: employee only about $125,225 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,656 at 6%; with 100% employer match about $62,613 at 4% or $41,742 at 6%. |
| 2009 | 1 | 125 | $3,557,203 | $535,440 | $4,284iApproximate average salary by contribution assumption: employee only about $107,088 at 4% or $71,392 at 6%; with 50% employer match about $71,392 at 4% or $47,595 at 6%; with 100% employer match about $53,544 at 4% or $35,696 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 125 | $3,557,203 | $535,440 | $4,284iApproximate average salary by contribution assumption: employee only about $107,088 at 4% or $71,392 at 6%; with 50% employer match about $71,392 at 4% or $47,595 at 6%; with 100% employer match about $53,544 at 4% or $35,696 at 6%. |
| 2008 | 1 | 100 | $2,148,309 | $593,235 | $5,932iApproximate average salary by contribution assumption: employee only about $148,309 at 4% or $98,873 at 6%; with 50% employer match about $98,873 at 4% or $65,915 at 6%; with 100% employer match about $74,154 at 4% or $49,436 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 100 | $2,148,309 | $593,235 | $5,932iApproximate average salary by contribution assumption: employee only about $148,309 at 4% or $98,873 at 6%; with 50% employer match about $98,873 at 4% or $65,915 at 6%; with 100% employer match about $74,154 at 4% or $49,436 at 6%. |
| 2007 | 1 | 101 | $2,532,875 | $384,901 | $3,811iApproximate average salary by contribution assumption: employee only about $95,273 at 4% or $63,515 at 6%; with 50% employer match about $63,515 at 4% or $42,343 at 6%; with 100% employer match about $47,636 at 4% or $31,758 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 101 | $2,532,875 | $384,901 | $3,811iApproximate average salary by contribution assumption: employee only about $95,273 at 4% or $63,515 at 6%; with 50% employer match about $63,515 at 4% or $42,343 at 6%; with 100% employer match about $47,636 at 4% or $31,758 at 6%. |
| 2006 | 1 | 82 | $1,972,293 | $356,650 | $4,349iApproximate average salary by contribution assumption: employee only about $108,735 at 4% or $72,490 at 6%; with 50% employer match about $72,490 at 4% or $48,327 at 6%; with 100% employer match about $54,367 at 4% or $36,245 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 82 | $1,972,293 | $356,650 | $4,349iApproximate average salary by contribution assumption: employee only about $108,735 at 4% or $72,490 at 6%; with 50% employer match about $72,490 at 4% or $48,327 at 6%; with 100% employer match about $54,367 at 4% or $36,245 at 6%. |
| 2005 | 1 | 66 | $1,497,516 | $243,666 | $3,692iApproximate average salary by contribution assumption: employee only about $92,298 at 4% or $61,532 at 6%; with 50% employer match about $61,532 at 4% or $41,021 at 6%; with 100% employer match about $46,149 at 4% or $30,766 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 66 | $1,497,516 | $243,666 | $3,692iApproximate average salary by contribution assumption: employee only about $92,298 at 4% or $61,532 at 6%; with 50% employer match about $61,532 at 4% or $41,021 at 6%; with 100% employer match about $46,149 at 4% or $30,766 at 6%. |
| 2004 | 1 | 0 | $1,295,238 | $163,594 | - |
| Triad Financial 401K Savings and Investment Plan | - | 0 | $1,295,238 | $163,594 | - |
| 2003 | 1 | 58 | $1,131,511 | $181,845 | $3,135iApproximate average salary by contribution assumption: employee only about $78,381 at 4% or $52,254 at 6%; with 50% employer match about $52,254 at 4% or $34,836 at 6%; with 100% employer match about $39,191 at 4% or $26,127 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 58 | $1,131,511 | $181,845 | $3,135iApproximate average salary by contribution assumption: employee only about $78,381 at 4% or $52,254 at 6%; with 50% employer match about $52,254 at 4% or $34,836 at 6%; with 100% employer match about $39,191 at 4% or $26,127 at 6%. |
| 2002 | 1 | 88 | $933,017 | $371,455 | $4,221iApproximate average salary by contribution assumption: employee only about $105,527 at 4% or $70,351 at 6%; with 50% employer match about $70,351 at 4% or $46,901 at 6%; with 100% employer match about $52,763 at 4% or $35,176 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 88 | $933,017 | $371,455 | $4,221iApproximate average salary by contribution assumption: employee only about $105,527 at 4% or $70,351 at 6%; with 50% employer match about $70,351 at 4% or $46,901 at 6%; with 100% employer match about $52,763 at 4% or $35,176 at 6%. |
| 2001 | 1 | 109 | $934,893 | $334,920 | $3,073iApproximate average salary by contribution assumption: employee only about $76,817 at 4% or $51,211 at 6%; with 50% employer match about $51,211 at 4% or $34,141 at 6%; with 100% employer match about $38,408 at 4% or $25,606 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 109 | $934,893 | $334,920 | $3,073iApproximate average salary by contribution assumption: employee only about $76,817 at 4% or $51,211 at 6%; with 50% employer match about $51,211 at 4% or $34,141 at 6%; with 100% employer match about $38,408 at 4% or $25,606 at 6%. |
| 2000 | 1 | 95 | $776,626 | $351,269 | $3,698iApproximate average salary by contribution assumption: employee only about $92,439 at 4% or $61,626 at 6%; with 50% employer match about $61,626 at 4% or $41,084 at 6%; with 100% employer match about $46,220 at 4% or $30,813 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 95 | $776,626 | $351,269 | $3,698iApproximate average salary by contribution assumption: employee only about $92,439 at 4% or $61,626 at 6%; with 50% employer match about $61,626 at 4% or $41,084 at 6%; with 100% employer match about $46,220 at 4% or $30,813 at 6%. |
| 1999 | 1 | 72 | $588,589 | $146,010 | $2,028iApproximate average salary by contribution assumption: employee only about $50,698 at 4% or $33,799 at 6%; with 50% employer match about $33,799 at 4% or $22,532 at 6%; with 100% employer match about $25,349 at 4% or $16,899 at 6%. |
| Triad Financial 401K Savings and Investment Plan | - | 72 | $588,589 | $146,010 | $2,028iApproximate average salary by contribution assumption: employee only about $50,698 at 4% or $33,799 at 6%; with 50% employer match about $33,799 at 4% or $22,532 at 6%; with 100% employer match about $25,349 at 4% or $16,899 at 6%. |