# Trinity Accounting Group, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/trinity-accounting-group-p-c-401k-plan

> Trinity Accounting Group, P.C.'s 401(k) plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trinity Accounting Group, P.C.

- **Sponsor EIN:** 582143152

- **Sponsor Address:** 1550 TIMOTHY RD, SUITE 203, ATHENS, GA, 30606

- **Plan Type:** 401(k)

- **Total Participants:** 23

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|23|$5.6M|$170,983|$193,656|

| 2023|23|$5.4M|$184,997|$186,706|

| 2022|20|$4.4M|$143,834|$134,112|

## Similar Plans

- [Dabbs, Hickman, Hill & Cannon, LLP](https://planprovider.pro/companies/dabbs-hickman-hill-cannon-llp-401k-plan) — 23 participants

- [Whittington, Jones & Rudert, Cpas, LLC](https://planprovider.pro/companies/whittington-jones-rudert-cpas-llc-plan) — 21 participants

- [Gkm Accounting Group INC.](https://planprovider.pro/companies/gkm-accounting-group-inc-401k-plan) — 16 participants

- [Krishnan Company, P.C. Cpa](https://planprovider.pro/companies/krishnan-company-p-c-cpa-401k-plan) — 16 participants

- [Dougherty Mckinnon & Luby, LLC](https://planprovider.pro/companies/dougherty-mckinnon-luby-llc-401k-plan) — 14 participants

- [Birnbrey, Minsk,Minsk & Perling LLC](https://planprovider.pro/companies/birnbrey-minsk-minsk-perling-llc-plan) — 11 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trinity-accounting-group-p-c-401k-plan)

© 2026 PlanProvider.Pro