Civic Intelligence

True Wind Capital Management LLC

Plan context: True Wind Capital Management Retirement Plan

EIN 46-5645470 • San Francisco, CA • 9 filings • 1 plans

Four Embarcadero CenterSuite 2350San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$7,157,960

2024 Contributions

$709,207

Historical Graphs

Total Assets Over Time

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

$7,157,960$3,578,980$0201620202024YearValue
$7,157,960Latest year 2024

Participants Over Time

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

27140201620202024YearValue
27Latest 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
2024127$7,157,960$709,207$26,267iApproximate average salary by contribution assumption: employee only about $656,673 at 4% or $437,782 at 6%; with 50% employer match about $437,782 at 4% or $291,855 at 6%; with 100% employer match about $328,337 at 4% or $218,891 at 6%.
True Wind Capital Management Retirement Plan-27$7,157,960$709,207$26,267iApproximate average salary by contribution assumption: employee only about $656,673 at 4% or $437,782 at 6%; with 50% employer match about $437,782 at 4% or $291,855 at 6%; with 100% employer match about $328,337 at 4% or $218,891 at 6%.
2023122$6,137,324$1,079,239$49,056iApproximate average salary by contribution assumption: employee only about $1,226,408 at 4% or $817,605 at 6%; with 50% employer match about $817,605 at 4% or $545,070 at 6%; with 100% employer match about $613,204 at 4% or $408,803 at 6%.
True Wind Capital Management Retirement Plan-22$6,137,324$1,079,239$49,056iApproximate average salary by contribution assumption: employee only about $1,226,408 at 4% or $817,605 at 6%; with 50% employer match about $817,605 at 4% or $545,070 at 6%; with 100% employer match about $613,204 at 4% or $408,803 at 6%.
2022126$4,696,743$568,217$21,855iApproximate average salary by contribution assumption: employee only about $546,363 at 4% or $364,242 at 6%; with 50% employer match about $364,242 at 4% or $242,828 at 6%; with 100% employer match about $273,181 at 4% or $182,121 at 6%.
True Wind Capital Management Retirement Plan-26$4,696,743$568,217$21,855iApproximate average salary by contribution assumption: employee only about $546,363 at 4% or $364,242 at 6%; with 50% employer match about $364,242 at 4% or $242,828 at 6%; with 100% employer match about $273,181 at 4% or $182,121 at 6%.
2021120$5,338,536$560,707$28,035iApproximate average salary by contribution assumption: employee only about $700,884 at 4% or $467,256 at 6%; with 50% employer match about $467,256 at 4% or $311,504 at 6%; with 100% employer match about $350,442 at 4% or $233,628 at 6%.
True Wind Capital Management Retirement Plan-20$5,338,536$560,707$28,035iApproximate average salary by contribution assumption: employee only about $700,884 at 4% or $467,256 at 6%; with 50% employer match about $467,256 at 4% or $311,504 at 6%; with 100% employer match about $350,442 at 4% or $233,628 at 6%.
2020119$4,497,653$631,213$33,222iApproximate average salary by contribution assumption: employee only about $830,543 at 4% or $553,696 at 6%; with 50% employer match about $553,696 at 4% or $369,130 at 6%; with 100% employer match about $415,272 at 4% or $276,848 at 6%.
True Wind Capital Management Retirement Plan-19$4,497,653$631,213$33,222iApproximate average salary by contribution assumption: employee only about $830,543 at 4% or $553,696 at 6%; with 50% employer match about $553,696 at 4% or $369,130 at 6%; with 100% employer match about $415,272 at 4% or $276,848 at 6%.
2019118$3,377,784$363,853$20,214iApproximate average salary by contribution assumption: employee only about $505,351 at 4% or $336,901 at 6%; with 50% employer match about $336,901 at 4% or $224,601 at 6%; with 100% employer match about $252,676 at 4% or $168,450 at 6%.
True Wind Capital Management Retirement Plan-18$3,377,784$363,853$20,214iApproximate average salary by contribution assumption: employee only about $505,351 at 4% or $336,901 at 6%; with 50% employer match about $336,901 at 4% or $224,601 at 6%; with 100% employer match about $252,676 at 4% or $168,450 at 6%.
2018115$2,555,462$313,478$20,899iApproximate average salary by contribution assumption: employee only about $522,463 at 4% or $348,309 at 6%; with 50% employer match about $348,309 at 4% or $232,206 at 6%; with 100% employer match about $261,232 at 4% or $174,154 at 6%.
True Wind Capital Management Retirement Plan-15$2,555,462$313,478$20,899iApproximate average salary by contribution assumption: employee only about $522,463 at 4% or $348,309 at 6%; with 50% employer match about $348,309 at 4% or $232,206 at 6%; with 100% employer match about $261,232 at 4% or $174,154 at 6%.
2017112$2,563,724$409,192$34,099iApproximate average salary by contribution assumption: employee only about $852,483 at 4% or $568,322 at 6%; with 50% employer match about $568,322 at 4% or $378,881 at 6%; with 100% employer match about $426,242 at 4% or $284,161 at 6%.
True Wind Capital Management Retirement Plan-12$2,563,724$409,192$34,099iApproximate average salary by contribution assumption: employee only about $852,483 at 4% or $568,322 at 6%; with 50% employer match about $568,322 at 4% or $378,881 at 6%; with 100% employer match about $426,242 at 4% or $284,161 at 6%.
201619$1,869,147$1,852,725$205,858iApproximate average salary by contribution assumption: employee only about $5,146,458 at 4% or $3,430,972 at 6%; with 50% employer match about $3,430,972 at 4% or $2,287,315 at 6%; with 100% employer match about $2,573,229 at 4% or $1,715,486 at 6%.
True Wind Capital Management Retirement Plan-9$1,869,147$1,852,725$205,858iApproximate average salary by contribution assumption: employee only about $5,146,458 at 4% or $3,430,972 at 6%; with 50% employer match about $3,430,972 at 4% or $2,287,315 at 6%; with 100% employer match about $2,573,229 at 4% or $1,715,486 at 6%.