Civic Intelligence

TRUE LINK FINANCIAL, INC.

Plan context: TRUE LINK FINANCIAL 401(K) PLAN

EIN 46-2080640 • San Francisco, CA • 8 filings • 1 plans

505 Montgomery St11th FloorSan Francisco, CA 94111
Current Snapshot

Latest Year

2025

2025 Participants

116

2025 Assets

$5,399,468

2025 Contributions

$1,150,346

Historical Graphs

Total Assets Over Time

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

$5,399,468$2,699,734$0201820222025YearValue
$5,399,468Latest year 2025

Participants Over Time

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

126630201820222025YearValue
116Latest 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
20251116$5,399,468$1,150,346$9,917iApproximate average salary by contribution assumption: employee only about $247,919 at 4% or $165,280 at 6%; with 50% employer match about $165,280 at 4% or $110,186 at 6%; with 100% employer match about $123,960 at 4% or $82,640 at 6%.
TRUE LINK FINANCIAL 401(K) PLAN-116$5,399,468$1,150,346$9,917iApproximate average salary by contribution assumption: employee only about $247,919 at 4% or $165,280 at 6%; with 50% employer match about $165,280 at 4% or $110,186 at 6%; with 100% employer match about $123,960 at 4% or $82,640 at 6%.
20241100$3,904,920$738,395$7,384iApproximate average salary by contribution assumption: employee only about $184,599 at 4% or $123,066 at 6%; with 50% employer match about $123,066 at 4% or $82,044 at 6%; with 100% employer match about $92,299 at 4% or $61,533 at 6%.
TRUE LINK FINANCIAL 401(K) PLAN-100$3,904,920$738,395$7,384iApproximate average salary by contribution assumption: employee only about $184,599 at 4% or $123,066 at 6%; with 50% employer match about $123,066 at 4% or $82,044 at 6%; with 100% employer match about $92,299 at 4% or $61,533 at 6%.
2023181$2,996,147$668,734$8,256iApproximate average salary by contribution assumption: employee only about $206,399 at 4% or $137,600 at 6%; with 50% employer match about $137,600 at 4% or $91,733 at 6%; with 100% employer match about $103,200 at 4% or $68,800 at 6%.
TRUE LINK FINANCIAL 401(K) PLAN-81$2,996,147$668,734$8,256iApproximate average salary by contribution assumption: employee only about $206,399 at 4% or $137,600 at 6%; with 50% employer match about $137,600 at 4% or $91,733 at 6%; with 100% employer match about $103,200 at 4% or $68,800 at 6%.
2022174$2,419,449$816,203$11,030iApproximate average salary by contribution assumption: employee only about $275,744 at 4% or $183,830 at 6%; with 50% employer match about $183,830 at 4% or $122,553 at 6%; with 100% employer match about $137,872 at 4% or $91,915 at 6%.
TRUE LINK FINANCIAL 401(K) PLAN-74$2,419,449$816,203$11,030iApproximate average salary by contribution assumption: employee only about $275,744 at 4% or $183,830 at 6%; with 50% employer match about $183,830 at 4% or $122,553 at 6%; with 100% employer match about $137,872 at 4% or $91,915 at 6%.
20211126$2,835,045$868,867$6,896iApproximate average salary by contribution assumption: employee only about $172,394 at 4% or $114,929 at 6%; with 50% employer match about $114,929 at 4% or $76,620 at 6%; with 100% employer match about $86,197 at 4% or $57,465 at 6%.
TRUE LINK FINANCIAL 401(K) PLAN-126$2,835,045$868,867$6,896iApproximate average salary by contribution assumption: employee only about $172,394 at 4% or $114,929 at 6%; with 50% employer match about $114,929 at 4% or $76,620 at 6%; with 100% employer match about $86,197 at 4% or $57,465 at 6%.
2020194$1,928,918$895,026$9,522iApproximate average salary by contribution assumption: employee only about $238,039 at 4% or $158,693 at 6%; with 50% employer match about $158,693 at 4% or $105,795 at 6%; with 100% employer match about $119,019 at 4% or $79,346 at 6%.
TRUE LINK FINANCIAL 401(K) PLAN-94$1,928,918$895,026$9,522iApproximate average salary by contribution assumption: employee only about $238,039 at 4% or $158,693 at 6%; with 50% employer match about $158,693 at 4% or $105,795 at 6%; with 100% employer match about $119,019 at 4% or $79,346 at 6%.
2019181$868,224$617,489$7,623iApproximate average salary by contribution assumption: employee only about $190,583 at 4% or $127,055 at 6%; with 50% employer match about $127,055 at 4% or $84,704 at 6%; with 100% employer match about $95,292 at 4% or $63,528 at 6%.
TRUE LINK FINANCIAL 401(K) PLAN-81$868,224$617,489$7,623iApproximate average salary by contribution assumption: employee only about $190,583 at 4% or $127,055 at 6%; with 50% employer match about $127,055 at 4% or $84,704 at 6%; with 100% employer match about $95,292 at 4% or $63,528 at 6%.
2018147$225,391$245,626$5,226iApproximate average salary by contribution assumption: employee only about $130,652 at 4% or $87,101 at 6%; with 50% employer match about $87,101 at 4% or $58,068 at 6%; with 100% employer match about $65,326 at 4% or $43,551 at 6%.
TRUE LINK FINANCIAL 401(K) PLAN-47$225,391$245,626$5,226iApproximate average salary by contribution assumption: employee only about $130,652 at 4% or $87,101 at 6%; with 50% employer match about $87,101 at 4% or $58,068 at 6%; with 100% employer match about $65,326 at 4% or $43,551 at 6%.