Civic Intelligence

Truebridge Capital Partners

Plan context: Truebridge Capital 401(K) Plan

EIN 20-8756520 • Chapel Hill, NC • 22 filings • 2 plans

1011 South Hamilton Rd. Suite 400Chapel Hill, NC 27517
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$11,793,594

2024 Contributions

$917,874

Historical Graphs

Total Assets Over Time

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

$11,793,594$5,896,797$0201120182024YearValue
$11,793,594Latest year 2024

Participants Over Time

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

58290201120182024YearValue
58Latest 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
2024158$11,793,594$917,874$15,825iApproximate average salary by contribution assumption: employee only about $395,635 at 4% or $263,757 at 6%; with 50% employer match about $263,757 at 4% or $175,838 at 6%; with 100% employer match about $197,818 at 4% or $131,878 at 6%.
Truebridge Capital 401(K) Plan-58$11,793,594$917,874$15,825iApproximate average salary by contribution assumption: employee only about $395,635 at 4% or $263,757 at 6%; with 50% employer match about $263,757 at 4% or $175,838 at 6%; with 100% employer match about $197,818 at 4% or $131,878 at 6%.
2023149$9,596,614$1,104,711$22,545iApproximate average salary by contribution assumption: employee only about $563,628 at 4% or $375,752 at 6%; with 50% employer match about $375,752 at 4% or $250,501 at 6%; with 100% employer match about $281,814 at 4% or $187,876 at 6%.
Truebridge Capital 401(K) Plan-49$9,596,614$1,104,711$22,545iApproximate average salary by contribution assumption: employee only about $563,628 at 4% or $375,752 at 6%; with 50% employer match about $375,752 at 4% or $250,501 at 6%; with 100% employer match about $281,814 at 4% or $187,876 at 6%.
2022143$7,080,290$546,464$12,708iApproximate average salary by contribution assumption: employee only about $317,712 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,205 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%.
Truebridge Capital 401(K) Plan-43$7,080,290$546,464$12,708iApproximate average salary by contribution assumption: employee only about $317,712 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,205 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%.
2021135$7,966,522$631,305$18,037iApproximate average salary by contribution assumption: employee only about $450,932 at 4% or $300,621 at 6%; with 50% employer match about $300,621 at 4% or $200,414 at 6%; with 100% employer match about $225,466 at 4% or $150,311 at 6%.
Truebridge Capital 401(K) Plan-35$7,966,522$631,305$18,037iApproximate average salary by contribution assumption: employee only about $450,932 at 4% or $300,621 at 6%; with 50% employer match about $300,621 at 4% or $200,414 at 6%; with 100% employer match about $225,466 at 4% or $150,311 at 6%.
2020236$6,343,542$2,561,785$71,161iApproximate average salary by contribution assumption: employee only about $1,779,017 at 4% or $1,186,012 at 6%; with 50% employer match about $1,186,012 at 4% or $790,674 at 6%; with 100% employer match about $889,509 at 4% or $593,006 at 6%.
Truebridge Capital 401(K) Plan-36$6,343,542$2,291,785$63,661iApproximate average salary by contribution assumption: employee only about $1,591,517 at 4% or $1,061,012 at 6%; with 50% employer match about $1,061,012 at 4% or $707,341 at 6%; with 100% employer match about $795,759 at 4% or $530,506 at 6%.
Truebridge Capital Cash Balance Plan-0$0$270,000-
2019234$6,296,466$922,619$27,136iApproximate average salary by contribution assumption: employee only about $678,396 at 4% or $452,264 at 6%; with 50% employer match about $452,264 at 4% or $301,509 at 6%; with 100% employer match about $339,198 at 4% or $226,132 at 6%.
Truebridge Capital 401(K) Plan-34$3,626,470$461,619$13,577iApproximate average salary by contribution assumption: employee only about $339,426 at 4% or $226,284 at 6%; with 50% employer match about $226,284 at 4% or $150,856 at 6%; with 100% employer match about $169,713 at 4% or $113,142 at 6%.
Truebridge Capital Cash Balance Plan-19$2,669,996$461,000$24,263iApproximate average salary by contribution assumption: employee only about $606,579 at 4% or $404,386 at 6%; with 50% employer match about $404,386 at 4% or $269,591 at 6%; with 100% employer match about $303,289 at 4% or $202,193 at 6%.
2018231$4,581,626$929,665$29,989iApproximate average salary by contribution assumption: employee only about $749,730 at 4% or $499,820 at 6%; with 50% employer match about $499,820 at 4% or $333,213 at 6%; with 100% employer match about $374,865 at 4% or $249,910 at 6%.
Truebridge Capital 401(K) Plan-31$2,747,016$468,669$15,118iApproximate average salary by contribution assumption: employee only about $377,959 at 4% or $251,973 at 6%; with 50% employer match about $251,973 at 4% or $167,982 at 6%; with 100% employer match about $188,979 at 4% or $125,986 at 6%.
Truebridge Capital Cash Balance Plan-13$1,834,610$460,996$35,461iApproximate average salary by contribution assumption: employee only about $886,531 at 4% or $591,021 at 6%; with 50% employer match about $591,021 at 4% or $394,014 at 6%; with 100% employer match about $443,265 at 4% or $295,510 at 6%.
2017223$4,074,976$731,530$31,806iApproximate average salary by contribution assumption: employee only about $795,141 at 4% or $530,094 at 6%; with 50% employer match about $530,094 at 4% or $353,396 at 6%; with 100% employer match about $397,571 at 4% or $265,047 at 6%.
Truebridge Capital 401(K) Plan-23$2,584,860$412,332$17,927iApproximate average salary by contribution assumption: employee only about $448,187 at 4% or $298,791 at 6%; with 50% employer match about $298,791 at 4% or $199,194 at 6%; with 100% employer match about $224,093 at 4% or $149,396 at 6%.
Truebridge Capital Cash Balance Plan-12$1,490,116$319,198$26,600iApproximate average salary by contribution assumption: employee only about $664,996 at 4% or $443,331 at 6%; with 50% employer match about $443,331 at 4% or $295,554 at 6%; with 100% employer match about $332,498 at 4% or $221,665 at 6%.
2016218$2,915,370$606,955$33,720iApproximate average salary by contribution assumption: employee only about $842,993 at 4% or $561,995 at 6%; with 50% employer match about $561,995 at 4% or $374,664 at 6%; with 100% employer match about $421,497 at 4% or $280,998 at 6%.
Truebridge Capital 401(K) Plan-18$1,891,156$331,012$18,390iApproximate average salary by contribution assumption: employee only about $459,739 at 4% or $306,493 at 6%; with 50% employer match about $306,493 at 4% or $204,328 at 6%; with 100% employer match about $229,869 at 4% or $153,246 at 6%.
Truebridge Capital Cash Balance Plan-12$1,024,214$275,943$22,995iApproximate average salary by contribution assumption: employee only about $574,881 at 4% or $383,254 at 6%; with 50% employer match about $383,254 at 4% or $255,503 at 6%; with 100% employer match about $287,441 at 4% or $191,627 at 6%.
2015220$2,292,052$560,199$28,010iApproximate average salary by contribution assumption: employee only about $700,249 at 4% or $466,833 at 6%; with 50% employer match about $466,833 at 4% or $311,222 at 6%; with 100% employer match about $350,124 at 4% or $233,416 at 6%.
Truebridge Capital 401(K) Plan-20$1,557,459$289,466$14,473iApproximate average salary by contribution assumption: employee only about $361,833 at 4% or $241,222 at 6%; with 50% employer match about $241,222 at 4% or $160,814 at 6%; with 100% employer match about $180,916 at 4% or $120,611 at 6%.
Truebridge Capital Cash Balance Plan-7$734,593$270,733$38,676iApproximate average salary by contribution assumption: employee only about $966,904 at 4% or $644,602 at 6%; with 50% employer match about $644,602 at 4% or $429,735 at 6%; with 100% employer match about $483,452 at 4% or $322,301 at 6%.
2014214$1,743,248$461,076$32,934iApproximate average salary by contribution assumption: employee only about $823,350 at 4% or $548,900 at 6%; with 50% employer match about $548,900 at 4% or $365,933 at 6%; with 100% employer match about $411,675 at 4% or $274,450 at 6%.
Truebridge Capital 401(K) Plan-14$1,270,983$205,076$14,648iApproximate average salary by contribution assumption: employee only about $366,207 at 4% or $244,138 at 6%; with 50% employer match about $244,138 at 4% or $162,759 at 6%; with 100% employer match about $183,104 at 4% or $122,069 at 6%.
Truebridge Capital Cash Balance Plan-11$472,265$256,000$23,273iApproximate average salary by contribution assumption: employee only about $581,818 at 4% or $387,879 at 6%; with 50% employer match about $387,879 at 4% or $258,586 at 6%; with 100% employer match about $290,909 at 4% or $193,939 at 6%.
2013213$1,313,132$416,134$32,010iApproximate average salary by contribution assumption: employee only about $800,258 at 4% or $533,505 at 6%; with 50% employer match about $533,505 at 4% or $355,670 at 6%; with 100% employer match about $400,129 at 4% or $266,753 at 6%.
Truebridge Capital 401(K) Plan-13$1,098,146$201,148$15,473iApproximate average salary by contribution assumption: employee only about $386,823 at 4% or $257,882 at 6%; with 50% employer match about $257,882 at 4% or $171,921 at 6%; with 100% employer match about $193,412 at 4% or $128,941 at 6%.
Truebridge Capital Cash Balance Plan-9$214,986$214,986$23,887iApproximate average salary by contribution assumption: employee only about $597,183 at 4% or $398,122 at 6%; with 50% employer match about $398,122 at 4% or $265,415 at 6%; with 100% employer match about $298,592 at 4% or $199,061 at 6%.
2012113$748,349$183,050$14,081iApproximate average salary by contribution assumption: employee only about $352,019 at 4% or $234,679 at 6%; with 50% employer match about $234,679 at 4% or $156,453 at 6%; with 100% employer match about $176,010 at 4% or $117,340 at 6%.
Truebridge Capital 401(K) Plan-13$748,349$183,050$14,081iApproximate average salary by contribution assumption: employee only about $352,019 at 4% or $234,679 at 6%; with 50% employer match about $234,679 at 4% or $156,453 at 6%; with 100% employer match about $176,010 at 4% or $117,340 at 6%.
2011110$509,735$147,348$14,735iApproximate average salary by contribution assumption: employee only about $368,370 at 4% or $245,580 at 6%; with 50% employer match about $245,580 at 4% or $163,720 at 6%; with 100% employer match about $184,185 at 4% or $122,790 at 6%.
Truebridge Capital 401(K) Plan-10$509,735$147,348$14,735iApproximate average salary by contribution assumption: employee only about $368,370 at 4% or $245,580 at 6%; with 50% employer match about $245,580 at 4% or $163,720 at 6%; with 100% employer match about $184,185 at 4% or $122,790 at 6%.