Civic Intelligence

True North Advisors, LLC

Plan context: True North Advisors LLC 401(K) Plan

EIN 75-2871229 • Dallas, TX • 18 filings • 2 plans

3131 Turtle Creek BoulevardSuite 1300Dallas, TX 75219
Current Snapshot

Latest Year

2024

2024 Participants

70

2024 Assets

$6,665,164

2024 Contributions

$921,474

Historical Graphs

Total Assets Over Time

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

$6,665,164$3,332,582$0200820162024YearValue
$6,665,164Latest year 2024

Participants Over Time

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

70350200720162024YearValue
70Latest 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
2024170$6,665,164$921,474$13,164iApproximate average salary by contribution assumption: employee only about $329,098 at 4% or $219,399 at 6%; with 50% employer match about $219,399 at 4% or $146,266 at 6%; with 100% employer match about $164,549 at 4% or $109,699 at 6%.
True North Advisors LLC 401(K) Plan-70$6,665,164$921,474$13,164iApproximate average salary by contribution assumption: employee only about $329,098 at 4% or $219,399 at 6%; with 50% employer match about $219,399 at 4% or $146,266 at 6%; with 100% employer match about $164,549 at 4% or $109,699 at 6%.
2023156$5,193,504$599,466$10,705iApproximate average salary by contribution assumption: employee only about $267,619 at 4% or $178,413 at 6%; with 50% employer match about $178,413 at 4% or $118,942 at 6%; with 100% employer match about $133,809 at 4% or $89,206 at 6%.
True North Advisors LLC 401(K) Plan-56$5,193,504$599,466$10,705iApproximate average salary by contribution assumption: employee only about $267,619 at 4% or $178,413 at 6%; with 50% employer match about $178,413 at 4% or $118,942 at 6%; with 100% employer match about $133,809 at 4% or $89,206 at 6%.
2022149$4,028,105$549,262$11,209iApproximate average salary by contribution assumption: employee only about $280,236 at 4% or $186,824 at 6%; with 50% employer match about $186,824 at 4% or $124,549 at 6%; with 100% employer match about $140,118 at 4% or $93,412 at 6%.
True North Advisors LLC 401(K) Plan-49$4,028,105$549,262$11,209iApproximate average salary by contribution assumption: employee only about $280,236 at 4% or $186,824 at 6%; with 50% employer match about $186,824 at 4% or $124,549 at 6%; with 100% employer match about $140,118 at 4% or $93,412 at 6%.
2021141$3,941,490$626,777$15,287iApproximate average salary by contribution assumption: employee only about $382,181 at 4% or $254,787 at 6%; with 50% employer match about $254,787 at 4% or $169,858 at 6%; with 100% employer match about $191,091 at 4% or $127,394 at 6%.
True North Advisors LLC 401(K) Plan-41$3,941,490$626,777$15,287iApproximate average salary by contribution assumption: employee only about $382,181 at 4% or $254,787 at 6%; with 50% employer match about $254,787 at 4% or $169,858 at 6%; with 100% employer match about $191,091 at 4% or $127,394 at 6%.
2020134$3,311,884$316,253$9,302iApproximate average salary by contribution assumption: employee only about $232,539 at 4% or $155,026 at 6%; with 50% employer match about $155,026 at 4% or $103,351 at 6%; with 100% employer match about $116,269 at 4% or $77,513 at 6%.
True North Advisors LLC 401(K) Plan-34$3,311,884$316,253$9,302iApproximate average salary by contribution assumption: employee only about $232,539 at 4% or $155,026 at 6%; with 50% employer match about $155,026 at 4% or $103,351 at 6%; with 100% employer match about $116,269 at 4% or $77,513 at 6%.
2019132$2,615,725$342,155$10,692iApproximate average salary by contribution assumption: employee only about $267,309 at 4% or $178,206 at 6%; with 50% employer match about $178,206 at 4% or $118,804 at 6%; with 100% employer match about $133,654 at 4% or $89,103 at 6%.
True North Advisors LLC 401(K) Plan-32$2,615,725$342,155$10,692iApproximate average salary by contribution assumption: employee only about $267,309 at 4% or $178,206 at 6%; with 50% employer match about $178,206 at 4% or $118,804 at 6%; with 100% employer match about $133,654 at 4% or $89,103 at 6%.
2018130$1,954,873$259,820$8,661iApproximate average salary by contribution assumption: employee only about $216,517 at 4% or $144,344 at 6%; with 50% employer match about $144,344 at 4% or $96,230 at 6%; with 100% employer match about $108,258 at 4% or $72,172 at 6%.
True North Advisors LLC 401(K) Plan-30$1,954,873$259,820$8,661iApproximate average salary by contribution assumption: employee only about $216,517 at 4% or $144,344 at 6%; with 50% employer match about $144,344 at 4% or $96,230 at 6%; with 100% employer match about $108,258 at 4% or $72,172 at 6%.
2017125$1,939,025$249,657$9,986iApproximate average salary by contribution assumption: employee only about $249,657 at 4% or $166,438 at 6%; with 50% employer match about $166,438 at 4% or $110,959 at 6%; with 100% employer match about $124,829 at 4% or $83,219 at 6%.
True North Advisors LLC 401(K) Plan-25$1,939,025$249,657$9,986iApproximate average salary by contribution assumption: employee only about $249,657 at 4% or $166,438 at 6%; with 50% employer match about $166,438 at 4% or $110,959 at 6%; with 100% employer match about $124,829 at 4% or $83,219 at 6%.
2016123$1,849,483$235,400$10,235iApproximate average salary by contribution assumption: employee only about $255,870 at 4% or $170,580 at 6%; with 50% employer match about $170,580 at 4% or $113,720 at 6%; with 100% employer match about $127,935 at 4% or $85,290 at 6%.
True North Advisors LLC 401(K) Plan-23$1,849,483$235,400$10,235iApproximate average salary by contribution assumption: employee only about $255,870 at 4% or $170,580 at 6%; with 50% employer match about $170,580 at 4% or $113,720 at 6%; with 100% employer match about $127,935 at 4% or $85,290 at 6%.
2015129$1,801,766$285,665$9,851iApproximate average salary by contribution assumption: employee only about $246,263 at 4% or $164,175 at 6%; with 50% employer match about $164,175 at 4% or $109,450 at 6%; with 100% employer match about $123,131 at 4% or $82,088 at 6%.
True North Advisors LLC 401(K) Plan-29$1,801,766$285,665$9,851iApproximate average salary by contribution assumption: employee only about $246,263 at 4% or $164,175 at 6%; with 50% employer match about $164,175 at 4% or $109,450 at 6%; with 100% employer match about $123,131 at 4% or $82,088 at 6%.
2014124$1,948,355$261,864$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
True North Advisors LLC 401(K) Plan-24$1,948,355$261,864$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
2013122$523,069$77,820$3,537iApproximate average salary by contribution assumption: employee only about $88,432 at 4% or $58,955 at 6%; with 50% employer match about $58,955 at 4% or $39,303 at 6%; with 100% employer match about $44,216 at 4% or $29,477 at 6%.
True North Advisors LLC 401(K) Plan-22$523,069$77,820$3,537iApproximate average salary by contribution assumption: employee only about $88,432 at 4% or $58,955 at 6%; with 50% employer match about $58,955 at 4% or $39,303 at 6%; with 100% employer match about $44,216 at 4% or $29,477 at 6%.
2012126$1,176,525$255,249$9,817iApproximate average salary by contribution assumption: employee only about $245,432 at 4% or $163,621 at 6%; with 50% employer match about $163,621 at 4% or $109,081 at 6%; with 100% employer match about $122,716 at 4% or $81,811 at 6%.
True North Advisors LLC 401(K) Plan-26$1,176,525$255,249$9,817iApproximate average salary by contribution assumption: employee only about $245,432 at 4% or $163,621 at 6%; with 50% employer match about $163,621 at 4% or $109,081 at 6%; with 100% employer match about $122,716 at 4% or $81,811 at 6%.
2011124$856,032$258,583$10,774iApproximate average salary by contribution assumption: employee only about $269,357 at 4% or $179,572 at 6%; with 50% employer match about $179,572 at 4% or $119,714 at 6%; with 100% employer match about $134,679 at 4% or $89,786 at 6%.
True North Advisors LLC 401(K) Plan-24$856,032$258,583$10,774iApproximate average salary by contribution assumption: employee only about $269,357 at 4% or $179,572 at 6%; with 50% employer match about $179,572 at 4% or $119,714 at 6%; with 100% employer match about $134,679 at 4% or $89,786 at 6%.
2010121$844,166$229,413$10,924iApproximate average salary by contribution assumption: employee only about $273,111 at 4% or $182,074 at 6%; with 50% employer match about $182,074 at 4% or $121,383 at 6%; with 100% employer match about $136,555 at 4% or $91,037 at 6%.
True North Advisors LLC 401(K) Plan-21$844,166$229,413$10,924iApproximate average salary by contribution assumption: employee only about $273,111 at 4% or $182,074 at 6%; with 50% employer match about $182,074 at 4% or $121,383 at 6%; with 100% employer match about $136,555 at 4% or $91,037 at 6%.
2009122$523,069$77,820$3,537iApproximate average salary by contribution assumption: employee only about $88,432 at 4% or $58,955 at 6%; with 50% employer match about $58,955 at 4% or $39,303 at 6%; with 100% employer match about $44,216 at 4% or $29,477 at 6%.
True North Advisors LLC 401(K) Plan-22$523,069$77,820$3,537iApproximate average salary by contribution assumption: employee only about $88,432 at 4% or $58,955 at 6%; with 50% employer match about $58,955 at 4% or $39,303 at 6%; with 100% employer match about $44,216 at 4% or $29,477 at 6%.
2008122$351,073$233,909$10,632iApproximate average salary by contribution assumption: employee only about $265,806 at 4% or $177,204 at 6%; with 50% employer match about $177,204 at 4% or $118,136 at 6%; with 100% employer match about $132,903 at 4% or $88,602 at 6%.
True North Advisors LLC 401(K) Plan-22$351,073$233,909$10,632iApproximate average salary by contribution assumption: employee only about $265,806 at 4% or $177,204 at 6%; with 50% employer match about $177,204 at 4% or $118,136 at 6%; with 100% employer match about $132,903 at 4% or $88,602 at 6%.
2007118$0$0-
True North Advisors LLC 401(K) Plan-18---