Civic Intelligence

Trinitypoint Wealth

Plan context: Trinitypoint Wealth 401(K) Profit Sharing Plan

EIN 82-5385799 • Milford, CT • 8 filings • 1 plans

612 Wheelers Farms RdMilford, CT 06461
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$4,619,062

2025 Contributions

$5,359

Historical Graphs

Total Assets Over Time

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

$4,619,062$2,309,531$0201820212024YearValue
$4,619,062Latest year 2024

Participants Over Time

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

1890201820212024YearValue
16Latest 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
202510$0$5,359-
Trinitypoint Wealth 401(K) Profit Sharing Plan-0$0$5,359-
2024116$4,619,062$839,835$52,490iApproximate average salary by contribution assumption: employee only about $1,312,242 at 4% or $874,828 at 6%; with 50% employer match about $874,828 at 4% or $583,219 at 6%; with 100% employer match about $656,121 at 4% or $437,414 at 6%.
Trinitypoint Wealth 401(K) Profit Sharing Plan-16$4,619,062$839,835$52,490iApproximate average salary by contribution assumption: employee only about $1,312,242 at 4% or $874,828 at 6%; with 50% employer match about $874,828 at 4% or $583,219 at 6%; with 100% employer match about $656,121 at 4% or $437,414 at 6%.
2023118$3,280,232$413,722$22,985iApproximate average salary by contribution assumption: employee only about $574,614 at 4% or $383,076 at 6%; with 50% employer match about $383,076 at 4% or $255,384 at 6%; with 100% employer match about $287,307 at 4% or $191,538 at 6%.
Trinitypoint Wealth 401(K) Profit Sharing Plan-18$3,280,232$413,722$22,985iApproximate average salary by contribution assumption: employee only about $574,614 at 4% or $383,076 at 6%; with 50% employer match about $383,076 at 4% or $255,384 at 6%; with 100% employer match about $287,307 at 4% or $191,538 at 6%.
2022115$2,597,584$327,330$21,822iApproximate average salary by contribution assumption: employee only about $545,550 at 4% or $363,700 at 6%; with 50% employer match about $363,700 at 4% or $242,467 at 6%; with 100% employer match about $272,775 at 4% or $181,850 at 6%.
Trinitypoint Wealth 401(K) Profit Sharing Plan-15$2,597,584$327,330$21,822iApproximate average salary by contribution assumption: employee only about $545,550 at 4% or $363,700 at 6%; with 50% employer match about $363,700 at 4% or $242,467 at 6%; with 100% employer match about $272,775 at 4% or $181,850 at 6%.
2021112$2,734,895$302,349$25,196iApproximate average salary by contribution assumption: employee only about $629,894 at 4% or $419,929 at 6%; with 50% employer match about $419,929 at 4% or $279,953 at 6%; with 100% employer match about $314,947 at 4% or $209,965 at 6%.
Trinitypoint Wealth 401(K) Profit Sharing Plan-12$2,734,895$302,349$25,196iApproximate average salary by contribution assumption: employee only about $629,894 at 4% or $419,929 at 6%; with 50% employer match about $419,929 at 4% or $279,953 at 6%; with 100% employer match about $314,947 at 4% or $209,965 at 6%.
2020113$2,307,862$281,527$21,656iApproximate average salary by contribution assumption: employee only about $541,398 at 4% or $360,932 at 6%; with 50% employer match about $360,932 at 4% or $240,621 at 6%; with 100% employer match about $270,699 at 4% or $180,466 at 6%.
Trinitypoint Wealth 401(K) Profit Sharing Plan-13$2,307,862$281,527$21,656iApproximate average salary by contribution assumption: employee only about $541,398 at 4% or $360,932 at 6%; with 50% employer match about $360,932 at 4% or $240,621 at 6%; with 100% employer match about $270,699 at 4% or $180,466 at 6%.
201919$1,521,472$151,881$16,876iApproximate average salary by contribution assumption: employee only about $421,892 at 4% or $281,261 at 6%; with 50% employer match about $281,261 at 4% or $187,507 at 6%; with 100% employer match about $210,946 at 4% or $140,631 at 6%.
Trinitypoint Wealth 401(K) Profit Sharing Plan-9$1,521,472$151,881$16,876iApproximate average salary by contribution assumption: employee only about $421,892 at 4% or $281,261 at 6%; with 50% employer match about $281,261 at 4% or $187,507 at 6%; with 100% employer match about $210,946 at 4% or $140,631 at 6%.
201819$1,092,183$1,154,947$128,327iApproximate average salary by contribution assumption: employee only about $3,208,186 at 4% or $2,138,791 at 6%; with 50% employer match about $2,138,791 at 4% or $1,425,860 at 6%; with 100% employer match about $1,604,093 at 4% or $1,069,395 at 6%.
Trinitypoint Wealth 401(K) Profit Sharing Plan-9$1,092,183$1,154,947$128,327iApproximate average salary by contribution assumption: employee only about $3,208,186 at 4% or $2,138,791 at 6%; with 50% employer match about $2,138,791 at 4% or $1,425,860 at 6%; with 100% employer match about $1,604,093 at 4% or $1,069,395 at 6%.