Trifecta Wealth Management LLC
Plan context: Trifecta Wealth Management LLC 401(K) Profit Sharing Plan & Trust
EIN 92-2757782 • San Diego, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$53,121
2025 Contributions
$58,520
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $53,121 | $58,520 | $29,260iApproximate average salary by contribution assumption: employee only about $731,500 at 4% or $487,667 at 6%; with 50% employer match about $487,667 at 4% or $325,111 at 6%; with 100% employer match about $365,750 at 4% or $243,833 at 6%. |
| Trifecta Wealth Management LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $53,121 | $58,520 | $29,260iApproximate average salary by contribution assumption: employee only about $731,500 at 4% or $487,667 at 6%; with 50% employer match about $487,667 at 4% or $325,111 at 6%; with 100% employer match about $365,750 at 4% or $243,833 at 6%. |
| 2024 | 1 | 2 | $67,454 | $39,068 | $19,534iApproximate average salary by contribution assumption: employee only about $488,350 at 4% or $325,567 at 6%; with 50% employer match about $325,567 at 4% or $217,044 at 6%; with 100% employer match about $244,175 at 4% or $162,783 at 6%. |
| Trifecta Wealth Management LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $67,454 | $39,068 | $19,534iApproximate average salary by contribution assumption: employee only about $488,350 at 4% or $325,567 at 6%; with 50% employer match about $325,567 at 4% or $217,044 at 6%; with 100% employer match about $244,175 at 4% or $162,783 at 6%. |
| 2023 | 1 | 2 | $23,931 | $22,392 | $11,196iApproximate average salary by contribution assumption: employee only about $279,900 at 4% or $186,600 at 6%; with 50% employer match about $186,600 at 4% or $124,400 at 6%; with 100% employer match about $139,950 at 4% or $93,300 at 6%. |
| Trifecta Wealth Management LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $23,931 | $22,392 | $11,196iApproximate average salary by contribution assumption: employee only about $279,900 at 4% or $186,600 at 6%; with 50% employer match about $186,600 at 4% or $124,400 at 6%; with 100% employer match about $139,950 at 4% or $93,300 at 6%. |