Civic Intelligence

Truman Capital Advisors LP

Plan context: Truman Capital Advisors 401K Plan

EIN 32-0251511 • Armonk, NY • 15 filings • 2 plans

200 Business Park DriveArmonk, NY 10504
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$7,376,642

2024 Contributions

$205,738

Historical Graphs

Total Assets Over Time

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

$7,376,642$3,688,321$0201020172024YearValue
$7,376,642Latest year 2024

Participants Over Time

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

24120201020172024YearValue
20Latest 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
2024120$7,376,642$205,738$10,287iApproximate average salary by contribution assumption: employee only about $257,173 at 4% or $171,448 at 6%; with 50% employer match about $171,448 at 4% or $114,299 at 6%; with 100% employer match about $128,586 at 4% or $85,724 at 6%.
Truman Capital Advisors 401K Plan-20$7,376,642$205,738$10,287iApproximate average salary by contribution assumption: employee only about $257,173 at 4% or $171,448 at 6%; with 50% employer match about $171,448 at 4% or $114,299 at 6%; with 100% employer match about $128,586 at 4% or $85,724 at 6%.
2023118$6,071,452$139,889$7,772iApproximate average salary by contribution assumption: employee only about $194,290 at 4% or $129,527 at 6%; with 50% employer match about $129,527 at 4% or $86,351 at 6%; with 100% employer match about $97,145 at 4% or $64,763 at 6%.
Truman Capital Advisors 401K Plan-18$6,071,452$139,889$7,772iApproximate average salary by contribution assumption: employee only about $194,290 at 4% or $129,527 at 6%; with 50% employer match about $129,527 at 4% or $86,351 at 6%; with 100% employer match about $97,145 at 4% or $64,763 at 6%.
2022118$5,048,056$187,503$10,417iApproximate average salary by contribution assumption: employee only about $260,421 at 4% or $173,614 at 6%; with 50% employer match about $173,614 at 4% or $115,743 at 6%; with 100% employer match about $130,210 at 4% or $86,807 at 6%.
Truman Capital Advisors 401K Plan-18$5,048,056$187,503$10,417iApproximate average salary by contribution assumption: employee only about $260,421 at 4% or $173,614 at 6%; with 50% employer match about $173,614 at 4% or $115,743 at 6%; with 100% employer match about $130,210 at 4% or $86,807 at 6%.
2021117$5,948,618$197,940$11,644iApproximate average salary by contribution assumption: employee only about $291,088 at 4% or $194,059 at 6%; with 50% employer match about $194,059 at 4% or $129,373 at 6%; with 100% employer match about $145,544 at 4% or $97,029 at 6%.
Truman Capital Advisors 401K Plan-17$5,948,618$197,940$11,644iApproximate average salary by contribution assumption: employee only about $291,088 at 4% or $194,059 at 6%; with 50% employer match about $194,059 at 4% or $129,373 at 6%; with 100% employer match about $145,544 at 4% or $97,029 at 6%.
2020119$4,900,115$282,398$14,863iApproximate average salary by contribution assumption: employee only about $371,576 at 4% or $247,718 at 6%; with 50% employer match about $247,718 at 4% or $165,145 at 6%; with 100% employer match about $185,788 at 4% or $123,859 at 6%.
Truman Capital Advisors 401K Plan-19$4,900,115$282,398$14,863iApproximate average salary by contribution assumption: employee only about $371,576 at 4% or $247,718 at 6%; with 50% employer match about $247,718 at 4% or $165,145 at 6%; with 100% employer match about $185,788 at 4% or $123,859 at 6%.
2019123$3,852,420$181,928$7,910iApproximate average salary by contribution assumption: employee only about $197,748 at 4% or $131,832 at 6%; with 50% employer match about $131,832 at 4% or $87,888 at 6%; with 100% employer match about $98,874 at 4% or $65,916 at 6%.
Truman Capital Advisors 401K Plan-23$3,852,420$181,928$7,910iApproximate average salary by contribution assumption: employee only about $197,748 at 4% or $131,832 at 6%; with 50% employer match about $131,832 at 4% or $87,888 at 6%; with 100% employer match about $98,874 at 4% or $65,916 at 6%.
2018120$2,910,826$162,010$8,101iApproximate average salary by contribution assumption: employee only about $202,513 at 4% or $135,008 at 6%; with 50% employer match about $135,008 at 4% or $90,006 at 6%; with 100% employer match about $101,256 at 4% or $67,504 at 6%.
Truman Capital Advisors 401K Plan-20$2,910,826$162,010$8,101iApproximate average salary by contribution assumption: employee only about $202,513 at 4% or $135,008 at 6%; with 50% employer match about $135,008 at 4% or $90,006 at 6%; with 100% employer match about $101,256 at 4% or $67,504 at 6%.
2017121$2,920,907$166,984$7,952iApproximate average salary by contribution assumption: employee only about $198,790 at 4% or $132,527 at 6%; with 50% employer match about $132,527 at 4% or $88,351 at 6%; with 100% employer match about $99,395 at 4% or $66,263 at 6%.
Truman Capital Advisors 401K Plan-21$2,920,907$166,984$7,952iApproximate average salary by contribution assumption: employee only about $198,790 at 4% or $132,527 at 6%; with 50% employer match about $132,527 at 4% or $88,351 at 6%; with 100% employer match about $99,395 at 4% or $66,263 at 6%.
2016120$2,267,883$139,524$6,976iApproximate average salary by contribution assumption: employee only about $174,405 at 4% or $116,270 at 6%; with 50% employer match about $116,270 at 4% or $77,513 at 6%; with 100% employer match about $87,203 at 4% or $58,135 at 6%.
Truman Capital Advisors 401K Plan-20$2,267,883$139,524$6,976iApproximate average salary by contribution assumption: employee only about $174,405 at 4% or $116,270 at 6%; with 50% employer match about $116,270 at 4% or $77,513 at 6%; with 100% employer match about $87,203 at 4% or $58,135 at 6%.
2015124$2,127,130$167,390$6,975iApproximate average salary by contribution assumption: employee only about $174,365 at 4% or $116,243 at 6%; with 50% employer match about $116,243 at 4% or $77,495 at 6%; with 100% employer match about $87,182 at 4% or $58,122 at 6%.
Truman Capital Advisors 401K Plan-24$2,127,130$167,390$6,975iApproximate average salary by contribution assumption: employee only about $174,365 at 4% or $116,243 at 6%; with 50% employer match about $116,243 at 4% or $77,495 at 6%; with 100% employer match about $87,182 at 4% or $58,122 at 6%.
2014123$2,132,034$129,930$5,649iApproximate average salary by contribution assumption: employee only about $141,228 at 4% or $94,152 at 6%; with 50% employer match about $94,152 at 4% or $62,768 at 6%; with 100% employer match about $70,614 at 4% or $47,076 at 6%.
Truman Capital Advisors 401K Plan-23$2,132,034$129,930$5,649iApproximate average salary by contribution assumption: employee only about $141,228 at 4% or $94,152 at 6%; with 50% employer match about $94,152 at 4% or $62,768 at 6%; with 100% employer match about $70,614 at 4% or $47,076 at 6%.
2013117$1,978,973$112,194$6,600iApproximate average salary by contribution assumption: employee only about $164,991 at 4% or $109,994 at 6%; with 50% employer match about $109,994 at 4% or $73,329 at 6%; with 100% employer match about $82,496 at 4% or $54,997 at 6%.
Truman Capital Advisors 401K Plan-17$1,978,973$112,194$6,600iApproximate average salary by contribution assumption: employee only about $164,991 at 4% or $109,994 at 6%; with 50% employer match about $109,994 at 4% or $73,329 at 6%; with 100% employer match about $82,496 at 4% or $54,997 at 6%.
2012116$1,478,135$89,050$5,566iApproximate average salary by contribution assumption: employee only about $139,141 at 4% or $92,760 at 6%; with 50% employer match about $92,760 at 4% or $61,840 at 6%; with 100% employer match about $69,570 at 4% or $46,380 at 6%.
Truman Capital Advisors 401K Plan-16$1,478,135$89,050$5,566iApproximate average salary by contribution assumption: employee only about $139,141 at 4% or $92,760 at 6%; with 50% employer match about $92,760 at 4% or $61,840 at 6%; with 100% employer match about $69,570 at 4% or $46,380 at 6%.
2011116$1,223,736$90,897$5,681iApproximate average salary by contribution assumption: employee only about $142,027 at 4% or $94,684 at 6%; with 50% employer match about $94,684 at 4% or $63,123 at 6%; with 100% employer match about $71,013 at 4% or $47,342 at 6%.
Truman Capital Advisors 401K Plan-16$1,223,736$90,897$5,681iApproximate average salary by contribution assumption: employee only about $142,027 at 4% or $94,684 at 6%; with 50% employer match about $94,684 at 4% or $63,123 at 6%; with 100% employer match about $71,013 at 4% or $47,342 at 6%.
2010117$1,156,335$144,582$8,505iApproximate average salary by contribution assumption: employee only about $212,621 at 4% or $141,747 at 6%; with 50% employer match about $141,747 at 4% or $94,498 at 6%; with 100% employer match about $106,310 at 4% or $70,874 at 6%.
Truman Capital Advisors 401K Plan-17$1,156,335$144,582$8,505iApproximate average salary by contribution assumption: employee only about $212,621 at 4% or $141,747 at 6%; with 50% employer match about $141,747 at 4% or $94,498 at 6%; with 100% employer match about $106,310 at 4% or $70,874 at 6%.