Trusted Insurance Advisor Services Inc.
Plan context: Trusted Insurance Advisor Services Retirement Plan
EIN 81-3003081 • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$418,250
2024 Contributions
$35,000
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 | 1 | 11 | $418,250 | $0 | - |
| Trusted Insurance Advisor Services Retirement Plan | - | 11 | $418,250 | - | - |
| 2023 | 1 | 8 | $412,520 | $0 | - |
| Trusted Insurance Advisor Services Retirement Plan | - | 8 | $412,520 | - | - |
| 2022 | 1 | 7 | $398,750 | $0 | - |
| Trusted Insurance Advisor Services Retirement Plan | - | 7 | $398,750 | - | - |
| 2021 | 1 | 7 | $352,000 | $0 | - |
| Trusted Insurance Advisor Services Retirement Plan | - | 7 | $352,000 | - | - |
| 2020 | 1 | 10 | $415,500 | $0 | - |
| Trusted Insurance Advisor Services Retirement Plan | - | 10 | $415,500 | - | - |
| 2019 | 1 | 7 | $332,000 | $0 | - |
| Trusted Insurance Advisor Services Retirement Plan | - | 7 | $332,000 | - | - |
| 2018 | 1 | 9 | $275,000 | $0 | - |
| Trusted Insurance Advisor Services Retirement Plan | - | 9 | $275,000 | - | - |
| 2017 | 1 | 1 | $250,000 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Trusted Insurance Advisor Services Retirement Plan | - | 1 | $250,000 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2016 | 1 | 1 | $127,778 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Trusted Insurance Advisor Services Retirement Plan | - | 1 | $127,778 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |