Trendwood Inc.
Plan context: TRENDWOOD 401(K) PLAN
EIN 86-0502466 • Phoenix, AZ • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$276,351
2024 Contributions
$28,652
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 | $276,351 | $28,652 | $2,605iApproximate average salary by contribution assumption: employee only about $65,118 at 4% or $43,412 at 6%; with 50% employer match about $43,412 at 4% or $28,941 at 6%; with 100% employer match about $32,559 at 4% or $21,706 at 6%. |
| TRENDWOOD 401(K) PLAN | - | 11 | $276,351 | $28,652 | $2,605iApproximate average salary by contribution assumption: employee only about $65,118 at 4% or $43,412 at 6%; with 50% employer match about $43,412 at 4% or $28,941 at 6%; with 100% employer match about $32,559 at 4% or $21,706 at 6%. |
| 2023 | 2 | 113 | $7,466,626 | $175,109 | $1,550iApproximate average salary by contribution assumption: employee only about $38,741 at 4% or $25,827 at 6%; with 50% employer match about $25,827 at 4% or $17,218 at 6%; with 100% employer match about $19,370 at 4% or $12,914 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 113 | $7,207,656 | $107,349 | $950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,555 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%. |
| TRENDWOOD 401(K) PLAN | - | 17 | $258,970 | $67,760 | $3,986iApproximate average salary by contribution assumption: employee only about $99,647 at 4% or $66,431 at 6%; with 50% employer match about $66,431 at 4% or $44,288 at 6%; with 100% employer match about $49,824 at 4% or $33,216 at 6%. |
| 2022 | 2 | 244 | $11,647,416 | $171,627 | $703iApproximate average salary by contribution assumption: employee only about $17,585 at 4% or $11,723 at 6%; with 50% employer match about $11,723 at 4% or $7,815 at 6%; with 100% employer match about $8,792 at 4% or $5,862 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 113 | $11,484,798 | $2,364 | $21iApproximate average salary by contribution assumption: employee only about $523 at 4% or $349 at 6%; with 50% employer match about $349 at 4% or $232 at 6%; with 100% employer match about $262 at 4% or $174 at 6%. |
| TRENDWOOD 401 (K) PLAN | - | 244 | $162,618 | $169,263 | $694iApproximate average salary by contribution assumption: employee only about $17,343 at 4% or $11,562 at 6%; with 50% employer match about $11,562 at 4% or $7,708 at 6%; with 100% employer match about $8,671 at 4% or $5,781 at 6%. |
| 2021 | 1 | 118 | $13,257,468 | $54,740 | $464iApproximate average salary by contribution assumption: employee only about $11,597 at 4% or $7,732 at 6%; with 50% employer match about $7,732 at 4% or $5,154 at 6%; with 100% employer match about $5,799 at 4% or $3,866 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 118 | $13,257,468 | $54,740 | $464iApproximate average salary by contribution assumption: employee only about $11,597 at 4% or $7,732 at 6%; with 50% employer match about $7,732 at 4% or $5,154 at 6%; with 100% employer match about $5,799 at 4% or $3,866 at 6%. |
| 2020 | 1 | 152 | $12,633,783 | $58,242 | $383iApproximate average salary by contribution assumption: employee only about $9,579 at 4% or $6,386 at 6%; with 50% employer match about $6,386 at 4% or $4,257 at 6%; with 100% employer match about $4,790 at 4% or $3,193 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 152 | $12,633,783 | $58,242 | $383iApproximate average salary by contribution assumption: employee only about $9,579 at 4% or $6,386 at 6%; with 50% employer match about $6,386 at 4% or $4,257 at 6%; with 100% employer match about $4,790 at 4% or $3,193 at 6%. |
| 2019 | 1 | 194 | $13,500,139 | $71,443 | $368iApproximate average salary by contribution assumption: employee only about $9,207 at 4% or $6,138 at 6%; with 50% employer match about $6,138 at 4% or $4,092 at 6%; with 100% employer match about $4,603 at 4% or $3,069 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 194 | $13,500,139 | $71,443 | $368iApproximate average salary by contribution assumption: employee only about $9,207 at 4% or $6,138 at 6%; with 50% employer match about $6,138 at 4% or $4,092 at 6%; with 100% employer match about $4,603 at 4% or $3,069 at 6%. |
| 2018 | 1 | 183 | $15,342,307 | $72,033 | $394iApproximate average salary by contribution assumption: employee only about $9,841 at 4% or $6,560 at 6%; with 50% employer match about $6,560 at 4% or $4,374 at 6%; with 100% employer match about $4,920 at 4% or $3,280 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 183 | $15,342,307 | $72,033 | $394iApproximate average salary by contribution assumption: employee only about $9,841 at 4% or $6,560 at 6%; with 50% employer match about $6,560 at 4% or $4,374 at 6%; with 100% employer match about $4,920 at 4% or $3,280 at 6%. |
| 2017 | 1 | 208 | $16,182,479 | $81,249 | $391iApproximate average salary by contribution assumption: employee only about $9,766 at 4% or $6,510 at 6%; with 50% employer match about $6,510 at 4% or $4,340 at 6%; with 100% employer match about $4,883 at 4% or $3,255 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 208 | $16,182,479 | $81,249 | $391iApproximate average salary by contribution assumption: employee only about $9,766 at 4% or $6,510 at 6%; with 50% employer match about $6,510 at 4% or $4,340 at 6%; with 100% employer match about $4,883 at 4% or $3,255 at 6%. |
| 2016 | 1 | 228 | $17,858,305 | $72,954 | $320iApproximate average salary by contribution assumption: employee only about $7,999 at 4% or $5,333 at 6%; with 50% employer match about $5,333 at 4% or $3,555 at 6%; with 100% employer match about $4,000 at 4% or $2,666 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 228 | $17,858,305 | $72,954 | $320iApproximate average salary by contribution assumption: employee only about $7,999 at 4% or $5,333 at 6%; with 50% employer match about $5,333 at 4% or $3,555 at 6%; with 100% employer match about $4,000 at 4% or $2,666 at 6%. |
| 2015 | 1 | 227 | $17,380,246 | $80,189 | $353iApproximate average salary by contribution assumption: employee only about $8,831 at 4% or $5,888 at 6%; with 50% employer match about $5,888 at 4% or $3,925 at 6%; with 100% employer match about $4,416 at 4% or $2,944 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 227 | $17,380,246 | $80,189 | $353iApproximate average salary by contribution assumption: employee only about $8,831 at 4% or $5,888 at 6%; with 50% employer match about $5,888 at 4% or $3,925 at 6%; with 100% employer match about $4,416 at 4% or $2,944 at 6%. |
| 2014 | 1 | 231 | $13,870,255 | $55,277 | $239iApproximate average salary by contribution assumption: employee only about $5,982 at 4% or $3,988 at 6%; with 50% employer match about $3,988 at 4% or $2,659 at 6%; with 100% employer match about $2,991 at 4% or $1,994 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 231 | $13,870,255 | $55,277 | $239iApproximate average salary by contribution assumption: employee only about $5,982 at 4% or $3,988 at 6%; with 50% employer match about $3,988 at 4% or $2,659 at 6%; with 100% employer match about $2,991 at 4% or $1,994 at 6%. |
| 2013 | 1 | 242 | $13,275,266 | $72,759 | $301iApproximate average salary by contribution assumption: employee only about $7,516 at 4% or $5,011 at 6%; with 50% employer match about $5,011 at 4% or $3,341 at 6%; with 100% employer match about $3,758 at 4% or $2,505 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 242 | $13,275,266 | $72,759 | $301iApproximate average salary by contribution assumption: employee only about $7,516 at 4% or $5,011 at 6%; with 50% employer match about $5,011 at 4% or $3,341 at 6%; with 100% employer match about $3,758 at 4% or $2,505 at 6%. |
| 2012 | 1 | 215 | $12,832,060 | $82,155 | $382iApproximate average salary by contribution assumption: employee only about $9,553 at 4% or $6,369 at 6%; with 50% employer match about $6,369 at 4% or $4,246 at 6%; with 100% employer match about $4,776 at 4% or $3,184 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 215 | $12,832,060 | $82,155 | $382iApproximate average salary by contribution assumption: employee only about $9,553 at 4% or $6,369 at 6%; with 50% employer match about $6,369 at 4% or $4,246 at 6%; with 100% employer match about $4,776 at 4% or $3,184 at 6%. |
| 2011 | 1 | 177 | $12,076,308 | $85,725 | $484iApproximate average salary by contribution assumption: employee only about $12,108 at 4% or $8,072 at 6%; with 50% employer match about $8,072 at 4% or $5,381 at 6%; with 100% employer match about $6,054 at 4% or $4,036 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 177 | $12,076,308 | $85,725 | $484iApproximate average salary by contribution assumption: employee only about $12,108 at 4% or $8,072 at 6%; with 50% employer match about $8,072 at 4% or $5,381 at 6%; with 100% employer match about $6,054 at 4% or $4,036 at 6%. |
| 2010 | 1 | 146 | $11,950,831 | $73,928 | $506iApproximate average salary by contribution assumption: employee only about $12,659 at 4% or $8,439 at 6%; with 50% employer match about $8,439 at 4% or $5,626 at 6%; with 100% employer match about $6,329 at 4% or $4,220 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 146 | $11,950,831 | $73,928 | $506iApproximate average salary by contribution assumption: employee only about $12,659 at 4% or $8,439 at 6%; with 50% employer match about $8,439 at 4% or $5,626 at 6%; with 100% employer match about $6,329 at 4% or $4,220 at 6%. |
| 2009 | 1 | 153 | $10,279,072 | $74,780 | $489iApproximate average salary by contribution assumption: employee only about $12,219 at 4% or $8,146 at 6%; with 50% employer match about $8,146 at 4% or $5,431 at 6%; with 100% employer match about $6,109 at 4% or $4,073 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 153 | $10,279,072 | $74,780 | $489iApproximate average salary by contribution assumption: employee only about $12,219 at 4% or $8,146 at 6%; with 50% employer match about $8,146 at 4% or $5,431 at 6%; with 100% employer match about $6,109 at 4% or $4,073 at 6%. |
| 2008 | 1 | 160 | $10,885,314 | $86,264 | $539iApproximate average salary by contribution assumption: employee only about $13,479 at 4% or $8,986 at 6%; with 50% employer match about $8,986 at 4% or $5,991 at 6%; with 100% employer match about $6,739 at 4% or $4,493 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 160 | $10,885,314 | $86,264 | $539iApproximate average salary by contribution assumption: employee only about $13,479 at 4% or $8,986 at 6%; with 50% employer match about $8,986 at 4% or $5,991 at 6%; with 100% employer match about $6,739 at 4% or $4,493 at 6%. |
| 2007 | 1 | 213 | $11,917,624 | $84,592 | $397iApproximate average salary by contribution assumption: employee only about $9,929 at 4% or $6,619 at 6%; with 50% employer match about $6,619 at 4% or $4,413 at 6%; with 100% employer match about $4,964 at 4% or $3,310 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 213 | $11,917,624 | $84,592 | $397iApproximate average salary by contribution assumption: employee only about $9,929 at 4% or $6,619 at 6%; with 50% employer match about $6,619 at 4% or $4,413 at 6%; with 100% employer match about $4,964 at 4% or $3,310 at 6%. |
| 2006 | 1 | 181 | $11,836,849 | $68,243 | $377iApproximate average salary by contribution assumption: employee only about $9,426 at 4% or $6,284 at 6%; with 50% employer match about $6,284 at 4% or $4,189 at 6%; with 100% employer match about $4,713 at 4% or $3,142 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 181 | $11,836,849 | $68,243 | $377iApproximate average salary by contribution assumption: employee only about $9,426 at 4% or $6,284 at 6%; with 50% employer match about $6,284 at 4% or $4,189 at 6%; with 100% employer match about $4,713 at 4% or $3,142 at 6%. |
| 2005 | 1 | 202 | $11,351,092 | $61,813 | $306iApproximate average salary by contribution assumption: employee only about $7,650 at 4% or $5,100 at 6%; with 50% employer match about $5,100 at 4% or $3,400 at 6%; with 100% employer match about $3,825 at 4% or $2,550 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 202 | $11,351,092 | $61,813 | $306iApproximate average salary by contribution assumption: employee only about $7,650 at 4% or $5,100 at 6%; with 50% employer match about $5,100 at 4% or $3,400 at 6%; with 100% employer match about $3,825 at 4% or $2,550 at 6%. |
| 2004 | 1 | 209 | $11,015,679 | $472,974 | $2,263iApproximate average salary by contribution assumption: employee only about $56,576 at 4% or $37,717 at 6%; with 50% employer match about $37,717 at 4% or $25,145 at 6%; with 100% employer match about $28,288 at 4% or $18,859 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 209 | $11,015,679 | $472,974 | $2,263iApproximate average salary by contribution assumption: employee only about $56,576 at 4% or $37,717 at 6%; with 50% employer match about $37,717 at 4% or $25,145 at 6%; with 100% employer match about $28,288 at 4% or $18,859 at 6%. |
| 2003 | 1 | 210 | $11,145,106 | $984,873 | $4,690iApproximate average salary by contribution assumption: employee only about $117,247 at 4% or $78,165 at 6%; with 50% employer match about $78,165 at 4% or $52,110 at 6%; with 100% employer match about $58,623 at 4% or $39,082 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 210 | $11,145,106 | $984,873 | $4,690iApproximate average salary by contribution assumption: employee only about $117,247 at 4% or $78,165 at 6%; with 50% employer match about $78,165 at 4% or $52,110 at 6%; with 100% employer match about $58,623 at 4% or $39,082 at 6%. |
| 2002 | 1 | 220 | $9,674,869 | $997,568 | $4,534iApproximate average salary by contribution assumption: employee only about $113,360 at 4% or $75,573 at 6%; with 50% employer match about $75,573 at 4% or $50,382 at 6%; with 100% employer match about $56,680 at 4% or $37,787 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 220 | $9,674,869 | $997,568 | $4,534iApproximate average salary by contribution assumption: employee only about $113,360 at 4% or $75,573 at 6%; with 50% employer match about $75,573 at 4% or $50,382 at 6%; with 100% employer match about $56,680 at 4% or $37,787 at 6%. |
| 2001 | 1 | 180 | $7,302,455 | $876,701 | $4,871iApproximate average salary by contribution assumption: employee only about $121,764 at 4% or $81,176 at 6%; with 50% employer match about $81,176 at 4% or $54,117 at 6%; with 100% employer match about $60,882 at 4% or $40,588 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 180 | $7,302,455 | $876,701 | $4,871iApproximate average salary by contribution assumption: employee only about $121,764 at 4% or $81,176 at 6%; with 50% employer match about $81,176 at 4% or $54,117 at 6%; with 100% employer match about $60,882 at 4% or $40,588 at 6%. |
| 2000 | 1 | 171 | $6,121,733 | $1,320,849 | $7,724iApproximate average salary by contribution assumption: employee only about $193,107 at 4% or $128,738 at 6%; with 50% employer match about $128,738 at 4% or $85,825 at 6%; with 100% employer match about $96,553 at 4% or $64,369 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 171 | $6,121,733 | $1,320,849 | $7,724iApproximate average salary by contribution assumption: employee only about $193,107 at 4% or $128,738 at 6%; with 50% employer match about $128,738 at 4% or $85,825 at 6%; with 100% employer match about $96,553 at 4% or $64,369 at 6%. |
| 1999 | 2 | 139 | $6,001,113 | $867,176 | $6,239iApproximate average salary by contribution assumption: employee only about $155,967 at 4% or $103,978 at 6%; with 50% employer match about $103,978 at 4% or $69,319 at 6%; with 100% employer match about $77,983 at 4% or $51,989 at 6%. |
| Trendwood Inc. Employee Stock Ownership Plan | - | 139 | $6,001,113 | $867,176 | $6,239iApproximate average salary by contribution assumption: employee only about $155,967 at 4% or $103,978 at 6%; with 50% employer match about $103,978 at 4% or $69,319 at 6%; with 100% employer match about $77,983 at 4% or $51,989 at 6%. |
| Trendwood Inc. Flexible Benefit Plan | - | 0 | - | - | - |