Civic Intelligence

True Financial Consulting LLC

Plan context: True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust

EIN 04-3642840 • Portland, ME • 20 filings • 2 plans

14 Sewall StreetPortland, ME 04102
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,837,810

2025 Contributions

$34,050

Historical Graphs

Total Assets Over Time

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

$1,837,810$918,905$0200620162024YearValue
$1,837,810Latest year 2024

Participants Over Time

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

530200620152024YearValue
4Latest 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$0-
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-0$0$0-
202414$1,837,810$34,050$8,513iApproximate average salary by contribution assumption: employee only about $212,813 at 4% or $141,875 at 6%; with 50% employer match about $141,875 at 4% or $94,583 at 6%; with 100% employer match about $106,406 at 4% or $70,938 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-4$1,837,810$34,050$8,513iApproximate average salary by contribution assumption: employee only about $212,813 at 4% or $141,875 at 6%; with 50% employer match about $141,875 at 4% or $94,583 at 6%; with 100% employer match about $106,406 at 4% or $70,938 at 6%.
202315$1,803,978$40,068$8,014iApproximate average salary by contribution assumption: employee only about $200,340 at 4% or $133,560 at 6%; with 50% employer match about $133,560 at 4% or $89,040 at 6%; with 100% employer match about $100,170 at 4% or $66,780 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-5$1,803,978$40,068$8,014iApproximate average salary by contribution assumption: employee only about $200,340 at 4% or $133,560 at 6%; with 50% employer match about $133,560 at 4% or $89,040 at 6%; with 100% employer match about $100,170 at 4% or $66,780 at 6%.
202215$1,340,030$68,477$13,695iApproximate average salary by contribution assumption: employee only about $342,385 at 4% or $228,257 at 6%; with 50% employer match about $228,257 at 4% or $152,171 at 6%; with 100% employer match about $171,193 at 4% or $114,128 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-5$1,340,030$68,477$13,695iApproximate average salary by contribution assumption: employee only about $342,385 at 4% or $228,257 at 6%; with 50% employer match about $228,257 at 4% or $152,171 at 6%; with 100% employer match about $171,193 at 4% or $114,128 at 6%.
202114$1,683,979$83,363$20,841iApproximate average salary by contribution assumption: employee only about $521,019 at 4% or $347,346 at 6%; with 50% employer match about $347,346 at 4% or $231,564 at 6%; with 100% employer match about $260,509 at 4% or $173,673 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-4$1,683,979$83,363$20,841iApproximate average salary by contribution assumption: employee only about $521,019 at 4% or $347,346 at 6%; with 50% employer match about $347,346 at 4% or $231,564 at 6%; with 100% employer match about $260,509 at 4% or $173,673 at 6%.
202014$1,464,517$72,932$18,233iApproximate average salary by contribution assumption: employee only about $455,825 at 4% or $303,883 at 6%; with 50% employer match about $303,883 at 4% or $202,589 at 6%; with 100% employer match about $227,913 at 4% or $151,942 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-4$1,464,517$72,932$18,233iApproximate average salary by contribution assumption: employee only about $455,825 at 4% or $303,883 at 6%; with 50% employer match about $303,883 at 4% or $202,589 at 6%; with 100% employer match about $227,913 at 4% or $151,942 at 6%.
201914$1,004,558$73,319$18,330iApproximate average salary by contribution assumption: employee only about $458,244 at 4% or $305,496 at 6%; with 50% employer match about $305,496 at 4% or $203,664 at 6%; with 100% employer match about $229,122 at 4% or $152,748 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-4$1,004,558$73,319$18,330iApproximate average salary by contribution assumption: employee only about $458,244 at 4% or $305,496 at 6%; with 50% employer match about $305,496 at 4% or $203,664 at 6%; with 100% employer match about $229,122 at 4% or $152,748 at 6%.
201814$741,517$79,986$19,997iApproximate average salary by contribution assumption: employee only about $499,913 at 4% or $333,275 at 6%; with 50% employer match about $333,275 at 4% or $222,183 at 6%; with 100% employer match about $249,956 at 4% or $166,638 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-4$741,517$79,986$19,997iApproximate average salary by contribution assumption: employee only about $499,913 at 4% or $333,275 at 6%; with 50% employer match about $333,275 at 4% or $222,183 at 6%; with 100% employer match about $249,956 at 4% or $166,638 at 6%.
201715$695,344$61,529$12,306iApproximate average salary by contribution assumption: employee only about $307,645 at 4% or $205,097 at 6%; with 50% employer match about $205,097 at 4% or $136,731 at 6%; with 100% employer match about $153,823 at 4% or $102,548 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-5$695,344$61,529$12,306iApproximate average salary by contribution assumption: employee only about $307,645 at 4% or $205,097 at 6%; with 50% employer match about $205,097 at 4% or $136,731 at 6%; with 100% employer match about $153,823 at 4% or $102,548 at 6%.
201613$566,633$148,914$49,638iApproximate average salary by contribution assumption: employee only about $1,240,950 at 4% or $827,300 at 6%; with 50% employer match about $827,300 at 4% or $551,533 at 6%; with 100% employer match about $620,475 at 4% or $413,650 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-3$566,633$148,914$49,638iApproximate average salary by contribution assumption: employee only about $1,240,950 at 4% or $827,300 at 6%; with 50% employer match about $827,300 at 4% or $551,533 at 6%; with 100% employer match about $620,475 at 4% or $413,650 at 6%.
201514$399,646$51,225$12,806iApproximate average salary by contribution assumption: employee only about $320,156 at 4% or $213,438 at 6%; with 50% employer match about $213,438 at 4% or $142,292 at 6%; with 100% employer match about $160,078 at 4% or $106,719 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-4$399,646$51,225$12,806iApproximate average salary by contribution assumption: employee only about $320,156 at 4% or $213,438 at 6%; with 50% employer match about $213,438 at 4% or $142,292 at 6%; with 100% employer match about $160,078 at 4% or $106,719 at 6%.
201413$378,491$62,274$20,758iApproximate average salary by contribution assumption: employee only about $518,950 at 4% or $345,967 at 6%; with 50% employer match about $345,967 at 4% or $230,644 at 6%; with 100% employer match about $259,475 at 4% or $172,983 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-3$378,491$62,274$20,758iApproximate average salary by contribution assumption: employee only about $518,950 at 4% or $345,967 at 6%; with 50% employer match about $345,967 at 4% or $230,644 at 6%; with 100% employer match about $259,475 at 4% or $172,983 at 6%.
201313$294,351$32,642$10,881iApproximate average salary by contribution assumption: employee only about $272,017 at 4% or $181,344 at 6%; with 50% employer match about $181,344 at 4% or $120,896 at 6%; with 100% employer match about $136,008 at 4% or $90,672 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-3$294,351$32,642$10,881iApproximate average salary by contribution assumption: employee only about $272,017 at 4% or $181,344 at 6%; with 50% employer match about $181,344 at 4% or $120,896 at 6%; with 100% employer match about $136,008 at 4% or $90,672 at 6%.
201213$216,298$24,071$8,024iApproximate average salary by contribution assumption: employee only about $200,592 at 4% or $133,728 at 6%; with 50% employer match about $133,728 at 4% or $89,152 at 6%; with 100% employer match about $100,296 at 4% or $66,864 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-3$216,298$24,071$8,024iApproximate average salary by contribution assumption: employee only about $200,592 at 4% or $133,728 at 6%; with 50% employer match about $133,728 at 4% or $89,152 at 6%; with 100% employer match about $100,296 at 4% or $66,864 at 6%.
201113$176,805$16,038$5,346iApproximate average salary by contribution assumption: employee only about $133,650 at 4% or $89,100 at 6%; with 50% employer match about $89,100 at 4% or $59,400 at 6%; with 100% employer match about $66,825 at 4% or $44,550 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-3$176,805$16,038$5,346iApproximate average salary by contribution assumption: employee only about $133,650 at 4% or $89,100 at 6%; with 50% employer match about $89,100 at 4% or $59,400 at 6%; with 100% employer match about $66,825 at 4% or $44,550 at 6%.
201013$165,718$15,684$5,228iApproximate average salary by contribution assumption: employee only about $130,700 at 4% or $87,133 at 6%; with 50% employer match about $87,133 at 4% or $58,089 at 6%; with 100% employer match about $65,350 at 4% or $43,567 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-3$165,718$15,684$5,228iApproximate average salary by contribution assumption: employee only about $130,700 at 4% or $87,133 at 6%; with 50% employer match about $87,133 at 4% or $58,089 at 6%; with 100% employer match about $65,350 at 4% or $43,567 at 6%.
200913$122,830$10,204$3,401iApproximate average salary by contribution assumption: employee only about $85,033 at 4% or $56,689 at 6%; with 50% employer match about $56,689 at 4% or $37,793 at 6%; with 100% employer match about $42,517 at 4% or $28,344 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-3$122,830$10,204$3,401iApproximate average salary by contribution assumption: employee only about $85,033 at 4% or $56,689 at 6%; with 50% employer match about $56,689 at 4% or $37,793 at 6%; with 100% employer match about $42,517 at 4% or $28,344 at 6%.
200813$73,132$11,025$3,675iApproximate average salary by contribution assumption: employee only about $91,875 at 4% or $61,250 at 6%; with 50% employer match about $61,250 at 4% or $40,833 at 6%; with 100% employer match about $45,938 at 4% or $30,625 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-3$73,132$11,025$3,675iApproximate average salary by contribution assumption: employee only about $91,875 at 4% or $61,250 at 6%; with 50% employer match about $61,250 at 4% or $40,833 at 6%; with 100% employer match about $45,938 at 4% or $30,625 at 6%.
200712$0$0-
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-2---
200612$86,319$12,539$6,270iApproximate average salary by contribution assumption: employee only about $156,738 at 4% or $104,492 at 6%; with 50% employer match about $104,492 at 4% or $69,661 at 6%; with 100% employer match about $78,369 at 4% or $52,246 at 6%.
True Financial Consulting LLC 401(K) Profit Sharing Plan & Trust-2$86,319$12,539$6,270iApproximate average salary by contribution assumption: employee only about $156,738 at 4% or $104,492 at 6%; with 50% employer match about $104,492 at 4% or $69,661 at 6%; with 100% employer match about $78,369 at 4% or $52,246 at 6%.