Civic Intelligence

Trinity Financial Group

Plan context: Trinity Financial Group 401(K) Profit Sharing Plan

EIN 74-2982182 • San Antonio, TX • 19 filings • 2 plans

16170 Jones MaltsbergerSuite 102San Antonio, TX 78247
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$982,387

2025 Contributions

$93,975

Historical Graphs

Total Assets Over Time

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

$982,387$491,194$0200720162025YearValue
$982,387Latest year 2025

Participants Over Time

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

950200720162025YearValue
8Latest 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
202518$982,387$93,975$11,747iApproximate average salary by contribution assumption: employee only about $293,672 at 4% or $195,781 at 6%; with 50% employer match about $195,781 at 4% or $130,521 at 6%; with 100% employer match about $146,836 at 4% or $97,891 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-8$982,387$93,975$11,747iApproximate average salary by contribution assumption: employee only about $293,672 at 4% or $195,781 at 6%; with 50% employer match about $195,781 at 4% or $130,521 at 6%; with 100% employer match about $146,836 at 4% or $97,891 at 6%.
202419$713,916$52,742$5,860iApproximate average salary by contribution assumption: employee only about $146,506 at 4% or $97,670 at 6%; with 50% employer match about $97,670 at 4% or $65,114 at 6%; with 100% employer match about $73,253 at 4% or $48,835 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-9$713,916$52,742$5,860iApproximate average salary by contribution assumption: employee only about $146,506 at 4% or $97,670 at 6%; with 50% employer match about $97,670 at 4% or $65,114 at 6%; with 100% employer match about $73,253 at 4% or $48,835 at 6%.
202318$501,774$27,108$3,389iApproximate average salary by contribution assumption: employee only about $84,713 at 4% or $56,475 at 6%; with 50% employer match about $56,475 at 4% or $37,650 at 6%; with 100% employer match about $42,356 at 4% or $28,238 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-8$501,774$27,108$3,389iApproximate average salary by contribution assumption: employee only about $84,713 at 4% or $56,475 at 6%; with 50% employer match about $56,475 at 4% or $37,650 at 6%; with 100% employer match about $42,356 at 4% or $28,238 at 6%.
202218$401,892$25,278$3,160iApproximate average salary by contribution assumption: employee only about $78,994 at 4% or $52,663 at 6%; with 50% employer match about $52,663 at 4% or $35,108 at 6%; with 100% employer match about $39,497 at 4% or $26,331 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-8$401,892$25,278$3,160iApproximate average salary by contribution assumption: employee only about $78,994 at 4% or $52,663 at 6%; with 50% employer match about $52,663 at 4% or $35,108 at 6%; with 100% employer match about $39,497 at 4% or $26,331 at 6%.
202118$544,361$81,573$10,197iApproximate average salary by contribution assumption: employee only about $254,916 at 4% or $169,944 at 6%; with 50% employer match about $169,944 at 4% or $113,296 at 6%; with 100% employer match about $127,458 at 4% or $84,972 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-8$544,361$81,573$10,197iApproximate average salary by contribution assumption: employee only about $254,916 at 4% or $169,944 at 6%; with 50% employer match about $169,944 at 4% or $113,296 at 6%; with 100% employer match about $127,458 at 4% or $84,972 at 6%.
202018$439,426$56,514$7,064iApproximate average salary by contribution assumption: employee only about $176,606 at 4% or $117,738 at 6%; with 50% employer match about $117,738 at 4% or $78,492 at 6%; with 100% employer match about $88,303 at 4% or $58,869 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-8$439,426$56,514$7,064iApproximate average salary by contribution assumption: employee only about $176,606 at 4% or $117,738 at 6%; with 50% employer match about $117,738 at 4% or $78,492 at 6%; with 100% employer match about $88,303 at 4% or $58,869 at 6%.
201916$279,283$17,066$2,844iApproximate average salary by contribution assumption: employee only about $71,108 at 4% or $47,406 at 6%; with 50% employer match about $47,406 at 4% or $31,604 at 6%; with 100% employer match about $35,554 at 4% or $23,703 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-6$279,283$17,066$2,844iApproximate average salary by contribution assumption: employee only about $71,108 at 4% or $47,406 at 6%; with 50% employer match about $47,406 at 4% or $31,604 at 6%; with 100% employer match about $35,554 at 4% or $23,703 at 6%.
201817$544,954$12,051$1,722iApproximate average salary by contribution assumption: employee only about $43,039 at 4% or $28,693 at 6%; with 50% employer match about $28,693 at 4% or $19,129 at 6%; with 100% employer match about $21,520 at 4% or $14,346 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-7$544,954$12,051$1,722iApproximate average salary by contribution assumption: employee only about $43,039 at 4% or $28,693 at 6%; with 50% employer match about $28,693 at 4% or $19,129 at 6%; with 100% employer match about $21,520 at 4% or $14,346 at 6%.
201717$606,174$44,311$6,330iApproximate average salary by contribution assumption: employee only about $158,254 at 4% or $105,502 at 6%; with 50% employer match about $105,502 at 4% or $70,335 at 6%; with 100% employer match about $79,127 at 4% or $52,751 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-7$606,174$44,311$6,330iApproximate average salary by contribution assumption: employee only about $158,254 at 4% or $105,502 at 6%; with 50% employer match about $105,502 at 4% or $70,335 at 6%; with 100% employer match about $79,127 at 4% or $52,751 at 6%.
201619$553,710$68,255$7,584iApproximate average salary by contribution assumption: employee only about $189,597 at 4% or $126,398 at 6%; with 50% employer match about $126,398 at 4% or $84,265 at 6%; with 100% employer match about $94,799 at 4% or $63,199 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-9$553,710$68,255$7,584iApproximate average salary by contribution assumption: employee only about $189,597 at 4% or $126,398 at 6%; with 50% employer match about $126,398 at 4% or $84,265 at 6%; with 100% employer match about $94,799 at 4% or $63,199 at 6%.
201519$477,707$101,370$11,263iApproximate average salary by contribution assumption: employee only about $281,583 at 4% or $187,722 at 6%; with 50% employer match about $187,722 at 4% or $125,148 at 6%; with 100% employer match about $140,792 at 4% or $93,861 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-9$477,707$101,370$11,263iApproximate average salary by contribution assumption: employee only about $281,583 at 4% or $187,722 at 6%; with 50% employer match about $187,722 at 4% or $125,148 at 6%; with 100% employer match about $140,792 at 4% or $93,861 at 6%.
201419$372,211$76,046$8,450iApproximate average salary by contribution assumption: employee only about $211,239 at 4% or $140,826 at 6%; with 50% employer match about $140,826 at 4% or $93,884 at 6%; with 100% employer match about $105,619 at 4% or $70,413 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-9$372,211$76,046$8,450iApproximate average salary by contribution assumption: employee only about $211,239 at 4% or $140,826 at 6%; with 50% employer match about $140,826 at 4% or $93,884 at 6%; with 100% employer match about $105,619 at 4% or $70,413 at 6%.
201318$285,930$56,498$7,062iApproximate average salary by contribution assumption: employee only about $176,556 at 4% or $117,704 at 6%; with 50% employer match about $117,704 at 4% or $78,469 at 6%; with 100% employer match about $88,278 at 4% or $58,852 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-8$285,930$56,498$7,062iApproximate average salary by contribution assumption: employee only about $176,556 at 4% or $117,704 at 6%; with 50% employer match about $117,704 at 4% or $78,469 at 6%; with 100% employer match about $88,278 at 4% or $58,852 at 6%.
201218$199,493$42,001$5,250iApproximate average salary by contribution assumption: employee only about $131,253 at 4% or $87,502 at 6%; with 50% employer match about $87,502 at 4% or $58,335 at 6%; with 100% employer match about $65,627 at 4% or $43,751 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-8$199,493$42,001$5,250iApproximate average salary by contribution assumption: employee only about $131,253 at 4% or $87,502 at 6%; with 50% employer match about $87,502 at 4% or $58,335 at 6%; with 100% employer match about $65,627 at 4% or $43,751 at 6%.
201115$143,298$16,825$3,365iApproximate average salary by contribution assumption: employee only about $84,125 at 4% or $56,083 at 6%; with 50% employer match about $56,083 at 4% or $37,389 at 6%; with 100% employer match about $42,063 at 4% or $28,042 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-5$143,298$16,825$3,365iApproximate average salary by contribution assumption: employee only about $84,125 at 4% or $56,083 at 6%; with 50% employer match about $56,083 at 4% or $37,389 at 6%; with 100% employer match about $42,063 at 4% or $28,042 at 6%.
201015$137,341$28,936$5,787iApproximate average salary by contribution assumption: employee only about $144,680 at 4% or $96,453 at 6%; with 50% employer match about $96,453 at 4% or $64,302 at 6%; with 100% employer match about $72,340 at 4% or $48,227 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-5$137,341$28,936$5,787iApproximate average salary by contribution assumption: employee only about $144,680 at 4% or $96,453 at 6%; with 50% employer match about $96,453 at 4% or $64,302 at 6%; with 100% employer match about $72,340 at 4% or $48,227 at 6%.
200916$97,178$30,786$5,131iApproximate average salary by contribution assumption: employee only about $128,275 at 4% or $85,517 at 6%; with 50% employer match about $85,517 at 4% or $57,011 at 6%; with 100% employer match about $64,138 at 4% or $42,758 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-6$97,178$30,786$5,131iApproximate average salary by contribution assumption: employee only about $128,275 at 4% or $85,517 at 6%; with 50% employer match about $85,517 at 4% or $57,011 at 6%; with 100% employer match about $64,138 at 4% or $42,758 at 6%.
200816$46,045$39,290$6,548iApproximate average salary by contribution assumption: employee only about $163,708 at 4% or $109,139 at 6%; with 50% employer match about $109,139 at 4% or $72,759 at 6%; with 100% employer match about $81,854 at 4% or $54,569 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-6$46,045$39,290$6,548iApproximate average salary by contribution assumption: employee only about $163,708 at 4% or $109,139 at 6%; with 50% employer match about $109,139 at 4% or $72,759 at 6%; with 100% employer match about $81,854 at 4% or $54,569 at 6%.
200714$22,224$22,224$5,556iApproximate average salary by contribution assumption: employee only about $138,900 at 4% or $92,600 at 6%; with 50% employer match about $92,600 at 4% or $61,733 at 6%; with 100% employer match about $69,450 at 4% or $46,300 at 6%.
Trinity Financial Group 401(K) Profit Sharing Plan-4$22,224$22,224$5,556iApproximate average salary by contribution assumption: employee only about $138,900 at 4% or $92,600 at 6%; with 50% employer match about $92,600 at 4% or $61,733 at 6%; with 100% employer match about $69,450 at 4% or $46,300 at 6%.