Civic Intelligence

Truepoint Wealth Counsel

Plan context: Truepoint Inc Cash Balance Plan

EIN 31-1306367 • Cincinnati, OH • 46 filings • 11 plans

9999 Carver Rd.Suite 200Cincinnati, OH 45242
Current Snapshot

Latest Year

2025

2025 Participants

103

2025 Assets

$1,374,223

2025 Contributions

$264,000

Historical Graphs

Total Assets Over Time

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

$43,970,142$21,985,071$0199920142025YearValue
$1,374,223Latest year 2025

Participants Over Time

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

112560199920122025YearValue
103Latest year 2025

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
20252103$1,374,223$264,000$2,563iApproximate average salary by contribution assumption: employee only about $64,078 at 4% or $42,718 at 6%; with 50% employer match about $42,718 at 4% or $28,479 at 6%; with 100% employer match about $32,039 at 4% or $21,359 at 6%.
Truepoint Inc Cash Balance Plan-43$1,374,223$264,000$6,140iApproximate average salary by contribution assumption: employee only about $153,488 at 4% or $102,326 at 6%; with 50% employer match about $102,326 at 4% or $68,217 at 6%; with 100% employer match about $76,744 at 4% or $51,163 at 6%.
TRUEPOINT WEALTH COUNSEL HEALTH AND WELFARE BENEFIT PLAN-103---
20242112$43,970,142$3,523,394$31,459iApproximate average salary by contribution assumption: employee only about $786,472 at 4% or $524,315 at 6%; with 50% employer match about $524,315 at 4% or $349,543 at 6%; with 100% employer match about $393,236 at 4% or $262,157 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-112$43,082,684$3,283,394$29,316iApproximate average salary by contribution assumption: employee only about $732,900 at 4% or $488,600 at 6%; with 50% employer match about $488,600 at 4% or $325,734 at 6%; with 100% employer match about $366,450 at 4% or $244,300 at 6%.
Truepoint Inc Cash Balance Plan-75$887,458$240,000$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
20232104$36,971,526$2,597,081$24,972iApproximate average salary by contribution assumption: employee only about $624,298 at 4% or $416,199 at 6%; with 50% employer match about $416,199 at 4% or $277,466 at 6%; with 100% employer match about $312,149 at 4% or $208,099 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-104$36,409,615$2,357,081$22,664iApproximate average salary by contribution assumption: employee only about $566,606 at 4% or $377,737 at 6%; with 50% employer match about $377,737 at 4% or $251,825 at 6%; with 100% employer match about $283,303 at 4% or $188,869 at 6%.
Truepoint Inc Cash Balance Plan-69$561,911$240,000$3,478iApproximate average salary by contribution assumption: employee only about $86,957 at 4% or $57,971 at 6%; with 50% employer match about $57,971 at 4% or $38,647 at 6%; with 100% employer match about $43,478 at 4% or $28,986 at 6%.
2022292$28,807,252$2,564,625$27,876iApproximate average salary by contribution assumption: employee only about $696,909 at 4% or $464,606 at 6%; with 50% employer match about $464,606 at 4% or $309,737 at 6%; with 100% employer match about $348,454 at 4% or $232,303 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-92$28,563,062$2,324,625$25,268iApproximate average salary by contribution assumption: employee only about $631,692 at 4% or $421,128 at 6%; with 50% employer match about $421,128 at 4% or $280,752 at 6%; with 100% employer match about $315,846 at 4% or $210,564 at 6%.
Truepoint Inc Cash Balance Plan-63$244,190$240,000$3,810iApproximate average salary by contribution assumption: employee only about $95,238 at 4% or $63,492 at 6%; with 50% employer match about $63,492 at 4% or $42,328 at 6%; with 100% employer match about $47,619 at 4% or $31,746 at 6%.
2021183$31,840,006$1,718,688$20,707iApproximate average salary by contribution assumption: employee only about $517,677 at 4% or $345,118 at 6%; with 50% employer match about $345,118 at 4% or $230,079 at 6%; with 100% employer match about $258,839 at 4% or $172,559 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-83$31,840,006$1,718,688$20,707iApproximate average salary by contribution assumption: employee only about $517,677 at 4% or $345,118 at 6%; with 50% employer match about $345,118 at 4% or $230,079 at 6%; with 100% employer match about $258,839 at 4% or $172,559 at 6%.
2020266$24,935,834$1,936,106$29,335iApproximate average salary by contribution assumption: employee only about $733,373 at 4% or $488,916 at 6%; with 50% employer match about $488,916 at 4% or $325,944 at 6%; with 100% employer match about $366,687 at 4% or $244,458 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-66$24,935,834$1,714,351$25,975iApproximate average salary by contribution assumption: employee only about $649,375 at 4% or $432,917 at 6%; with 50% employer match about $432,917 at 4% or $288,611 at 6%; with 100% employer match about $324,688 at 4% or $216,458 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-0$0$221,755-
2019264$24,007,397$1,680,715$26,261iApproximate average salary by contribution assumption: employee only about $656,529 at 4% or $437,686 at 6%; with 50% employer match about $437,686 at 4% or $291,791 at 6%; with 100% employer match about $328,265 at 4% or $218,843 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-64$20,850,300$1,297,303$20,270iApproximate average salary by contribution assumption: employee only about $506,759 at 4% or $337,839 at 6%; with 50% employer match about $337,839 at 4% or $225,226 at 6%; with 100% employer match about $253,379 at 4% or $168,920 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-61$3,157,097$383,412$6,285iApproximate average salary by contribution assumption: employee only about $157,136 at 4% or $104,757 at 6%; with 50% employer match about $104,757 at 4% or $69,838 at 6%; with 100% employer match about $78,568 at 4% or $52,379 at 6%.
2018269$18,023,717$2,205,088$31,958iApproximate average salary by contribution assumption: employee only about $798,945 at 4% or $532,630 at 6%; with 50% employer match about $532,630 at 4% or $355,087 at 6%; with 100% employer match about $399,472 at 4% or $266,315 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-69$15,555,018$1,740,572$25,226iApproximate average salary by contribution assumption: employee only about $630,642 at 4% or $420,428 at 6%; with 50% employer match about $420,428 at 4% or $280,285 at 6%; with 100% employer match about $315,321 at 4% or $210,214 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-55$2,468,699$464,516$8,446iApproximate average salary by contribution assumption: employee only about $211,144 at 4% or $140,762 at 6%; with 50% employer match about $140,762 at 4% or $93,842 at 6%; with 100% employer match about $105,572 at 4% or $70,381 at 6%.
2017262$17,684,870$2,605,515$42,024iApproximate average salary by contribution assumption: employee only about $1,050,611 at 4% or $700,407 at 6%; with 50% employer match about $700,407 at 4% or $466,938 at 6%; with 100% employer match about $525,305 at 4% or $350,204 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-62$15,509,730$2,355,013$37,984iApproximate average salary by contribution assumption: employee only about $949,602 at 4% or $633,068 at 6%; with 50% employer match about $633,068 at 4% or $422,045 at 6%; with 100% employer match about $474,801 at 4% or $316,534 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-44$2,175,140$250,502$5,693iApproximate average salary by contribution assumption: employee only about $142,331 at 4% or $94,887 at 6%; with 50% employer match about $94,887 at 4% or $63,258 at 6%; with 100% employer match about $71,165 at 4% or $47,444 at 6%.
2016258$12,598,246$2,396,860$41,325iApproximate average salary by contribution assumption: employee only about $1,033,129 at 4% or $688,753 at 6%; with 50% employer match about $688,753 at 4% or $459,169 at 6%; with 100% employer match about $516,565 at 4% or $344,376 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-58$10,919,199$2,258,702$38,943iApproximate average salary by contribution assumption: employee only about $973,578 at 4% or $649,052 at 6%; with 50% employer match about $649,052 at 4% or $432,702 at 6%; with 100% employer match about $486,789 at 4% or $324,526 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-44$1,679,047$138,158$3,140iApproximate average salary by contribution assumption: employee only about $78,499 at 4% or $52,333 at 6%; with 50% employer match about $52,333 at 4% or $34,888 at 6%; with 100% employer match about $39,249 at 4% or $26,166 at 6%.
2015248$9,189,650$1,041,333$21,694iApproximate average salary by contribution assumption: employee only about $542,361 at 4% or $361,574 at 6%; with 50% employer match about $361,574 at 4% or $241,049 at 6%; with 100% employer match about $271,180 at 4% or $180,787 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-48$7,794,275$849,298$17,694iApproximate average salary by contribution assumption: employee only about $442,343 at 4% or $294,895 at 6%; with 50% employer match about $294,895 at 4% or $196,597 at 6%; with 100% employer match about $221,171 at 4% or $147,448 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-34$1,395,375$192,035$5,648iApproximate average salary by contribution assumption: employee only about $141,202 at 4% or $94,135 at 6%; with 50% employer match about $94,135 at 4% or $62,757 at 6%; with 100% employer match about $70,601 at 4% or $47,067 at 6%.
2014245$8,325,439$2,185,964$48,577iApproximate average salary by contribution assumption: employee only about $1,214,424 at 4% or $809,616 at 6%; with 50% employer match about $809,616 at 4% or $539,744 at 6%; with 100% employer match about $607,212 at 4% or $404,808 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-45$7,121,536$1,836,701$40,816iApproximate average salary by contribution assumption: employee only about $1,020,389 at 4% or $680,260 at 6%; with 50% employer match about $680,260 at 4% or $453,506 at 6%; with 100% employer match about $510,195 at 4% or $340,130 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-28$1,203,903$349,263$12,474iApproximate average salary by contribution assumption: employee only about $311,842 at 4% or $207,895 at 6%; with 50% employer match about $207,895 at 4% or $138,596 at 6%; with 100% employer match about $155,921 at 4% or $103,947 at 6%.
2013235$5,769,007$921,882$26,339iApproximate average salary by contribution assumption: employee only about $658,487 at 4% or $438,991 at 6%; with 50% employer match about $438,991 at 4% or $292,661 at 6%; with 100% employer match about $329,244 at 4% or $219,496 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-35$4,942,108$729,568$20,845iApproximate average salary by contribution assumption: employee only about $521,120 at 4% or $347,413 at 6%; with 50% employer match about $347,413 at 4% or $231,609 at 6%; with 100% employer match about $260,560 at 4% or $173,707 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-27$826,899$192,314$7,123iApproximate average salary by contribution assumption: employee only about $178,069 at 4% or $118,712 at 6%; with 50% employer match about $118,712 at 4% or $79,142 at 6%; with 100% employer match about $89,034 at 4% or $59,356 at 6%.
2012230$4,279,751$705,301$23,510iApproximate average salary by contribution assumption: employee only about $587,751 at 4% or $391,834 at 6%; with 50% employer match about $391,834 at 4% or $261,223 at 6%; with 100% employer match about $293,875 at 4% or $195,917 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-30$3,719,094$465,305$15,510iApproximate average salary by contribution assumption: employee only about $387,754 at 4% or $258,503 at 6%; with 50% employer match about $258,503 at 4% or $172,335 at 6%; with 100% employer match about $193,877 at 4% or $129,251 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-23$560,657$239,996$10,435iApproximate average salary by contribution assumption: employee only about $260,865 at 4% or $173,910 at 6%; with 50% employer match about $173,910 at 4% or $115,940 at 6%; with 100% employer match about $130,433 at 4% or $86,955 at 6%.
2011228$3,842,003$650,789$23,242iApproximate average salary by contribution assumption: employee only about $581,062 at 4% or $387,374 at 6%; with 50% employer match about $387,374 at 4% or $258,250 at 6%; with 100% employer match about $290,531 at 4% or $193,687 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-28$3,560,246$494,989$17,678iApproximate average salary by contribution assumption: employee only about $441,954 at 4% or $294,636 at 6%; with 50% employer match about $294,636 at 4% or $196,424 at 6%; with 100% employer match about $220,977 at 4% or $147,318 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-19$281,757$155,800$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.
2010222$3,436,691$581,634$26,438iApproximate average salary by contribution assumption: employee only about $660,948 at 4% or $440,632 at 6%; with 50% employer match about $440,632 at 4% or $293,755 at 6%; with 100% employer match about $330,474 at 4% or $220,316 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-22$3,304,316$449,259$20,421iApproximate average salary by contribution assumption: employee only about $510,522 at 4% or $340,348 at 6%; with 50% employer match about $340,348 at 4% or $226,898 at 6%; with 100% employer match about $255,261 at 4% or $170,174 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-21$132,375$132,375$6,304iApproximate average salary by contribution assumption: employee only about $157,589 at 4% or $105,060 at 6%; with 50% employer match about $105,060 at 4% or $70,040 at 6%; with 100% employer match about $78,795 at 4% or $52,530 at 6%.
2009121$2,369,712$332,951$15,855iApproximate average salary by contribution assumption: employee only about $396,370 at 4% or $264,247 at 6%; with 50% employer match about $264,247 at 4% or $176,165 at 6%; with 100% employer match about $198,185 at 4% or $132,123 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-21$2,369,712$332,951$15,855iApproximate average salary by contribution assumption: employee only about $396,370 at 4% or $264,247 at 6%; with 50% employer match about $264,247 at 4% or $176,165 at 6%; with 100% employer match about $198,185 at 4% or $132,123 at 6%.
2008120$1,432,668$318,642$15,932iApproximate average salary by contribution assumption: employee only about $398,303 at 4% or $265,535 at 6%; with 50% employer match about $265,535 at 4% or $177,023 at 6%; with 100% employer match about $199,151 at 4% or $132,768 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-20$1,432,668$318,642$15,932iApproximate average salary by contribution assumption: employee only about $398,303 at 4% or $265,535 at 6%; with 50% employer match about $265,535 at 4% or $177,023 at 6%; with 100% employer match about $199,151 at 4% or $132,768 at 6%.
2007117$0$0-
Truepoint Inc 401(K) Profit Sharing Plan-17---
2006115$1,731,122$339,901$22,660iApproximate average salary by contribution assumption: employee only about $566,502 at 4% or $377,668 at 6%; with 50% employer match about $377,668 at 4% or $251,779 at 6%; with 100% employer match about $283,251 at 4% or $188,834 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-15$1,731,122$339,901$22,660iApproximate average salary by contribution assumption: employee only about $566,502 at 4% or $377,668 at 6%; with 50% employer match about $377,668 at 4% or $251,779 at 6%; with 100% employer match about $283,251 at 4% or $188,834 at 6%.
2005115$1,264,657$266,813$17,788iApproximate average salary by contribution assumption: employee only about $444,688 at 4% or $296,459 at 6%; with 50% employer match about $296,459 at 4% or $197,639 at 6%; with 100% employer match about $222,344 at 4% or $148,229 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-15$1,264,657$266,813$17,788iApproximate average salary by contribution assumption: employee only about $444,688 at 4% or $296,459 at 6%; with 50% employer match about $296,459 at 4% or $197,639 at 6%; with 100% employer match about $222,344 at 4% or $148,229 at 6%.
2004113$831,218$222,402$17,108iApproximate average salary by contribution assumption: employee only about $427,696 at 4% or $285,131 at 6%; with 50% employer match about $285,131 at 4% or $190,087 at 6%; with 100% employer match about $213,848 at 4% or $142,565 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-13$831,218$222,402$17,108iApproximate average salary by contribution assumption: employee only about $427,696 at 4% or $285,131 at 6%; with 50% employer match about $285,131 at 4% or $190,087 at 6%; with 100% employer match about $213,848 at 4% or $142,565 at 6%.
2003112$489,423$170,016$14,168iApproximate average salary by contribution assumption: employee only about $354,200 at 4% or $236,133 at 6%; with 50% employer match about $236,133 at 4% or $157,422 at 6%; with 100% employer match about $177,100 at 4% or $118,067 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-12$489,423$170,016$14,168iApproximate average salary by contribution assumption: employee only about $354,200 at 4% or $236,133 at 6%; with 50% employer match about $236,133 at 4% or $157,422 at 6%; with 100% employer match about $177,100 at 4% or $118,067 at 6%.
2002211$215,860$84,848$7,713iApproximate average salary by contribution assumption: employee only about $192,836 at 4% or $128,558 at 6%; with 50% employer match about $128,558 at 4% or $85,705 at 6%; with 100% employer match about $96,418 at 4% or $64,279 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-11$215,860$70,913$6,447iApproximate average salary by contribution assumption: employee only about $161,166 at 4% or $107,444 at 6%; with 50% employer match about $107,444 at 4% or $71,629 at 6%; with 100% employer match about $80,583 at 4% or $53,722 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-0-$13,935-
200129$0$0-
Advanced Capital Strategies Inc. Money Purchase Pension Plan-5---
Truepoint Inc 401(K) Profit Sharing Plan-9---
200028$0$0-
Advanced Capital Strategies Inc. Money Purchase Pension Plan-4---
Truepoint Inc 401(K) Profit Sharing Plan-8---
199925$190,352$50,276$10,055iApproximate average salary by contribution assumption: employee only about $251,380 at 4% or $167,587 at 6%; with 50% employer match about $167,587 at 4% or $111,724 at 6%; with 100% employer match about $125,690 at 4% or $83,793 at 6%.
Truepoint Inc 401(K) Profit Sharing Plan-5$156,380$36,913$7,383iApproximate average salary by contribution assumption: employee only about $184,565 at 4% or $123,043 at 6%; with 50% employer match about $123,043 at 4% or $82,029 at 6%; with 100% employer match about $92,283 at 4% or $61,522 at 6%.
Advanced Capital Strategies Inc. Money Purchase Pension Plan-5$33,972$13,363$2,673iApproximate average salary by contribution assumption: employee only about $66,815 at 4% or $44,543 at 6%; with 50% employer match about $44,543 at 4% or $29,696 at 6%; with 100% employer match about $33,408 at 4% or $22,272 at 6%.