Civic Intelligence

Trufund Financial Services Inc.

Plan context: Trufund Financial Services 403(B) Plan

EIN 59-3814814 • New York, NY • 13 filings • 2 plans

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39 West 37 Street7th FloorNew York, NY 10018
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$1,820,282

2024 Contributions

$619,591

Historical Graphs

Total Assets Over Time

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

$1,820,282$910,141$0201220182024YearValue
$1,820,282Latest year 2024

Participants Over Time

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

51260201220182024YearValue
48Latest 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
2024148$1,820,282$619,591$12,908iApproximate average salary by contribution assumption: employee only about $322,704 at 4% or $215,136 at 6%; with 50% employer match about $215,136 at 4% or $143,424 at 6%; with 100% employer match about $161,352 at 4% or $107,568 at 6%.
Trufund Financial Services 403(B) Plan-48$1,820,282$619,591$12,908iApproximate average salary by contribution assumption: employee only about $322,704 at 4% or $215,136 at 6%; with 50% employer match about $215,136 at 4% or $143,424 at 6%; with 100% employer match about $161,352 at 4% or $107,568 at 6%.
2023151$1,244,430$525,816$10,310iApproximate average salary by contribution assumption: employee only about $257,753 at 4% or $171,835 at 6%; with 50% employer match about $171,835 at 4% or $114,557 at 6%; with 100% employer match about $128,876 at 4% or $85,918 at 6%.
Trufund Financial Services 403(B) Plan-51$1,244,430$525,816$10,310iApproximate average salary by contribution assumption: employee only about $257,753 at 4% or $171,835 at 6%; with 50% employer match about $171,835 at 4% or $114,557 at 6%; with 100% employer match about $128,876 at 4% or $85,918 at 6%.
2022139$650,115$247,575$6,348iApproximate average salary by contribution assumption: employee only about $158,702 at 4% or $105,801 at 6%; with 50% employer match about $105,801 at 4% or $70,534 at 6%; with 100% employer match about $79,351 at 4% or $52,901 at 6%.
Trufund Financial Services 403(B) Plan-39$650,115$247,575$6,348iApproximate average salary by contribution assumption: employee only about $158,702 at 4% or $105,801 at 6%; with 50% employer match about $105,801 at 4% or $70,534 at 6%; with 100% employer match about $79,351 at 4% or $52,901 at 6%.
2021132$520,753$141,270$4,415iApproximate average salary by contribution assumption: employee only about $110,367 at 4% or $73,578 at 6%; with 50% employer match about $73,578 at 4% or $49,052 at 6%; with 100% employer match about $55,184 at 4% or $36,789 at 6%.
Trufund Financial Services 403(B) Plan-32$520,753$141,270$4,415iApproximate average salary by contribution assumption: employee only about $110,367 at 4% or $73,578 at 6%; with 50% employer match about $73,578 at 4% or $49,052 at 6%; with 100% employer match about $55,184 at 4% or $36,789 at 6%.
2020120$382,670$77,990$3,900iApproximate average salary by contribution assumption: employee only about $97,488 at 4% or $64,992 at 6%; with 50% employer match about $64,992 at 4% or $43,328 at 6%; with 100% employer match about $48,744 at 4% or $32,496 at 6%.
Trufund Financial Services 403(B) Plan-20$382,670$77,990$3,900iApproximate average salary by contribution assumption: employee only about $97,488 at 4% or $64,992 at 6%; with 50% employer match about $64,992 at 4% or $43,328 at 6%; with 100% employer match about $48,744 at 4% or $32,496 at 6%.
2019114$258,134$66,233$4,731iApproximate average salary by contribution assumption: employee only about $118,273 at 4% or $78,849 at 6%; with 50% employer match about $78,849 at 4% or $52,566 at 6%; with 100% employer match about $59,137 at 4% or $39,424 at 6%.
Trufund Financial Services 403(B) Plan-14$258,134$66,233$4,731iApproximate average salary by contribution assumption: employee only about $118,273 at 4% or $78,849 at 6%; with 50% employer match about $78,849 at 4% or $52,566 at 6%; with 100% employer match about $59,137 at 4% or $39,424 at 6%.
2018115$267,776$61,409$4,094iApproximate average salary by contribution assumption: employee only about $102,348 at 4% or $68,232 at 6%; with 50% employer match about $68,232 at 4% or $45,488 at 6%; with 100% employer match about $51,174 at 4% or $34,116 at 6%.
Trufund Financial Services 403(B) Plan-15$267,776$61,409$4,094iApproximate average salary by contribution assumption: employee only about $102,348 at 4% or $68,232 at 6%; with 50% employer match about $68,232 at 4% or $45,488 at 6%; with 100% employer match about $51,174 at 4% or $34,116 at 6%.
2017111$288,690$58,381$5,307iApproximate average salary by contribution assumption: employee only about $132,684 at 4% or $88,456 at 6%; with 50% employer match about $88,456 at 4% or $58,971 at 6%; with 100% employer match about $66,342 at 4% or $44,228 at 6%.
Trufund Financial Services 403(B) Plan-11$288,690$58,381$5,307iApproximate average salary by contribution assumption: employee only about $132,684 at 4% or $88,456 at 6%; with 50% employer match about $88,456 at 4% or $58,971 at 6%; with 100% employer match about $66,342 at 4% or $44,228 at 6%.
2016111$270,311$68,834$6,258iApproximate average salary by contribution assumption: employee only about $156,441 at 4% or $104,294 at 6%; with 50% employer match about $104,294 at 4% or $69,529 at 6%; with 100% employer match about $78,220 at 4% or $52,147 at 6%.
Trufund Financial Services 403(B) Plan-11$270,311$68,834$6,258iApproximate average salary by contribution assumption: employee only about $156,441 at 4% or $104,294 at 6%; with 50% employer match about $104,294 at 4% or $69,529 at 6%; with 100% employer match about $78,220 at 4% or $52,147 at 6%.
2015111$190,743$64,668$5,879iApproximate average salary by contribution assumption: employee only about $146,973 at 4% or $97,982 at 6%; with 50% employer match about $97,982 at 4% or $65,321 at 6%; with 100% employer match about $73,486 at 4% or $48,991 at 6%.
Trufund Financial Services 403(B) Plan-11$190,743$64,668$5,879iApproximate average salary by contribution assumption: employee only about $146,973 at 4% or $97,982 at 6%; with 50% employer match about $97,982 at 4% or $65,321 at 6%; with 100% employer match about $73,486 at 4% or $48,991 at 6%.
2014116$196,621$81,669$5,104iApproximate average salary by contribution assumption: employee only about $127,608 at 4% or $85,072 at 6%; with 50% employer match about $85,072 at 4% or $56,715 at 6%; with 100% employer match about $63,804 at 4% or $42,536 at 6%.
Trufund Financial Services 403(B) Plan-16$196,621$81,669$5,104iApproximate average salary by contribution assumption: employee only about $127,608 at 4% or $85,072 at 6%; with 50% employer match about $85,072 at 4% or $56,715 at 6%; with 100% employer match about $63,804 at 4% or $42,536 at 6%.
2013121$258,471$128,252$6,107iApproximate average salary by contribution assumption: employee only about $152,681 at 4% or $101,787 at 6%; with 50% employer match about $101,787 at 4% or $67,858 at 6%; with 100% employer match about $76,340 at 4% or $50,894 at 6%.
Trufund Financial Services 403(B) Plan-21$258,471$128,252$6,107iApproximate average salary by contribution assumption: employee only about $152,681 at 4% or $101,787 at 6%; with 50% employer match about $101,787 at 4% or $67,858 at 6%; with 100% employer match about $76,340 at 4% or $50,894 at 6%.
2012115$121,050$119,972$7,998iApproximate average salary by contribution assumption: employee only about $199,953 at 4% or $133,302 at 6%; with 50% employer match about $133,302 at 4% or $88,868 at 6%; with 100% employer match about $99,977 at 4% or $66,651 at 6%.
Trufund Financial Services 403(B) Plan-15$121,050$119,972$7,998iApproximate average salary by contribution assumption: employee only about $199,953 at 4% or $133,302 at 6%; with 50% employer match about $133,302 at 4% or $88,868 at 6%; with 100% employer match about $99,977 at 4% or $66,651 at 6%.