Civic Intelligence

Trail Ridge Wealth Management Inc.

Plan context: Trail Ridge Wealth Management Retirement Plan

EIN 81-3540734 • 8 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,362,754

2024 Contributions

$271,111

Historical Graphs

Total Assets Over Time

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

$2,362,754$1,181,377$0201720212024YearValue
$2,362,754Latest year 2024

Participants Over Time

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

1160201720212024YearValue
11Latest 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
2024111$2,362,754$271,111$24,646iApproximate average salary by contribution assumption: employee only about $616,161 at 4% or $410,774 at 6%; with 50% employer match about $410,774 at 4% or $273,849 at 6%; with 100% employer match about $308,081 at 4% or $205,387 at 6%.
Trail Ridge Wealth Management Retirement Plan-11$2,362,754$271,111$24,646iApproximate average salary by contribution assumption: employee only about $616,161 at 4% or $410,774 at 6%; with 50% employer match about $410,774 at 4% or $273,849 at 6%; with 100% employer match about $308,081 at 4% or $205,387 at 6%.
2023111$2,015,271$166,994$15,181iApproximate average salary by contribution assumption: employee only about $379,532 at 4% or $253,021 at 6%; with 50% employer match about $253,021 at 4% or $168,681 at 6%; with 100% employer match about $189,766 at 4% or $126,511 at 6%.
Trail Ridge Wealth Management Retirement Plan-11$2,015,271$166,994$15,181iApproximate average salary by contribution assumption: employee only about $379,532 at 4% or $253,021 at 6%; with 50% employer match about $253,021 at 4% or $168,681 at 6%; with 100% employer match about $189,766 at 4% or $126,511 at 6%.
202219$1,552,140$136,166$15,130iApproximate average salary by contribution assumption: employee only about $378,239 at 4% or $252,159 at 6%; with 50% employer match about $252,159 at 4% or $168,106 at 6%; with 100% employer match about $189,119 at 4% or $126,080 at 6%.
Trail Ridge Wealth Management Retirement Plan-9$1,552,140$136,166$15,130iApproximate average salary by contribution assumption: employee only about $378,239 at 4% or $252,159 at 6%; with 50% employer match about $252,159 at 4% or $168,106 at 6%; with 100% employer match about $189,119 at 4% or $126,080 at 6%.
202117$1,074,731$76,602$10,943iApproximate average salary by contribution assumption: employee only about $273,579 at 4% or $182,386 at 6%; with 50% employer match about $182,386 at 4% or $121,590 at 6%; with 100% employer match about $136,789 at 4% or $91,193 at 6%.
Trail Ridge Wealth Management Retirement Plan-7$1,074,731$76,602$10,943iApproximate average salary by contribution assumption: employee only about $273,579 at 4% or $182,386 at 6%; with 50% employer match about $182,386 at 4% or $121,590 at 6%; with 100% employer match about $136,789 at 4% or $91,193 at 6%.
202016$532,959$43,373$7,229iApproximate average salary by contribution assumption: employee only about $180,721 at 4% or $120,481 at 6%; with 50% employer match about $120,481 at 4% or $80,320 at 6%; with 100% employer match about $90,360 at 4% or $60,240 at 6%.
Trail Ridge Wealth Management Retirement Plan-6$532,959$43,373$7,229iApproximate average salary by contribution assumption: employee only about $180,721 at 4% or $120,481 at 6%; with 50% employer match about $120,481 at 4% or $80,320 at 6%; with 100% employer match about $90,360 at 4% or $60,240 at 6%.
201916$653,204$25,295$4,216iApproximate average salary by contribution assumption: employee only about $105,396 at 4% or $70,264 at 6%; with 50% employer match about $70,264 at 4% or $46,843 at 6%; with 100% employer match about $52,698 at 4% or $35,132 at 6%.
Trail Ridge Wealth Management Retirement Plan-6$653,204$25,295$4,216iApproximate average salary by contribution assumption: employee only about $105,396 at 4% or $70,264 at 6%; with 50% employer match about $70,264 at 4% or $46,843 at 6%; with 100% employer match about $52,698 at 4% or $35,132 at 6%.
201816$542,574$0-
Trail Ridge Wealth Management Retirement Plan-6$542,574--
201714$524,527$674,975$168,744iApproximate average salary by contribution assumption: employee only about $4,218,594 at 4% or $2,812,396 at 6%; with 50% employer match about $2,812,396 at 4% or $1,874,931 at 6%; with 100% employer match about $2,109,297 at 4% or $1,406,198 at 6%.
Trail Ridge Wealth Management Retirement Plan-4$524,527$674,975$168,744iApproximate average salary by contribution assumption: employee only about $4,218,594 at 4% or $2,812,396 at 6%; with 50% employer match about $2,812,396 at 4% or $1,874,931 at 6%; with 100% employer match about $2,109,297 at 4% or $1,406,198 at 6%.