North Square Investments LLC
Plan context: North Square Investments LLC 401(K) Retirement Plan & Trust
EIN 82-4646407 • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
56
2024 Assets
$10,686,236
2024 Contributions
$1,257,156
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 56 | $10,686,236 | $1,257,156 | $22,449iApproximate average salary by contribution assumption: employee only about $561,230 at 4% or $374,154 at 6%; with 50% employer match about $374,154 at 4% or $249,436 at 6%; with 100% employer match about $280,615 at 4% or $187,077 at 6%. |
| North Square Investments LLC 401(K) Retirement Plan & Trust | - | 56 | $10,686,236 | $1,257,156 | $22,449iApproximate average salary by contribution assumption: employee only about $561,230 at 4% or $374,154 at 6%; with 50% employer match about $374,154 at 4% or $249,436 at 6%; with 100% employer match about $280,615 at 4% or $187,077 at 6%. |
| 2023 | 1 | 53 | $8,980,701 | $933,651 | $17,616iApproximate average salary by contribution assumption: employee only about $440,401 at 4% or $293,601 at 6%; with 50% employer match about $293,601 at 4% or $195,734 at 6%; with 100% employer match about $220,201 at 4% or $146,800 at 6%. |
| North Square Investments LLC 401(K) Retirement Plan & Trust | - | 53 | $8,980,701 | $933,651 | $17,616iApproximate average salary by contribution assumption: employee only about $440,401 at 4% or $293,601 at 6%; with 50% employer match about $293,601 at 4% or $195,734 at 6%; with 100% employer match about $220,201 at 4% or $146,800 at 6%. |
| 2022 | 1 | 57 | $7,326,192 | $1,980,925 | $34,753iApproximate average salary by contribution assumption: employee only about $868,827 at 4% or $579,218 at 6%; with 50% employer match about $579,218 at 4% or $386,145 at 6%; with 100% employer match about $434,413 at 4% or $289,609 at 6%. |
| North Square Investments LLC 401(K) Retirement Plan & Trust | - | 57 | $7,326,192 | $1,980,925 | $34,753iApproximate average salary by contribution assumption: employee only about $868,827 at 4% or $579,218 at 6%; with 50% employer match about $579,218 at 4% or $386,145 at 6%; with 100% employer match about $434,413 at 4% or $289,609 at 6%. |
| 2021 | 1 | 57 | $7,256,102 | $1,345,419 | $23,604iApproximate average salary by contribution assumption: employee only about $590,096 at 4% or $393,397 at 6%; with 50% employer match about $393,397 at 4% or $262,265 at 6%; with 100% employer match about $295,048 at 4% or $196,699 at 6%. |
| North Square Investments LLC 401(K) Retirement Plan & Trust | - | 57 | $7,256,102 | $1,345,419 | $23,604iApproximate average salary by contribution assumption: employee only about $590,096 at 4% or $393,397 at 6%; with 50% employer match about $393,397 at 4% or $262,265 at 6%; with 100% employer match about $295,048 at 4% or $196,699 at 6%. |
| 2020 | 1 | 53 | $5,176,177 | $1,457,038 | $27,491iApproximate average salary by contribution assumption: employee only about $687,282 at 4% or $458,188 at 6%; with 50% employer match about $458,188 at 4% or $305,459 at 6%; with 100% employer match about $343,641 at 4% or $229,094 at 6%. |
| North Square Investments LLC 401(K) Retirement Plan & Trust | - | 53 | $5,176,177 | $1,457,038 | $27,491iApproximate average salary by contribution assumption: employee only about $687,282 at 4% or $458,188 at 6%; with 50% employer match about $458,188 at 4% or $305,459 at 6%; with 100% employer match about $343,641 at 4% or $229,094 at 6%. |
| 2019 | 1 | 20 | $5,430,246 | $490,508 | $24,525iApproximate average salary by contribution assumption: employee only about $613,135 at 4% or $408,757 at 6%; with 50% employer match about $408,757 at 4% or $272,504 at 6%; with 100% employer match about $306,568 at 4% or $204,378 at 6%. |
| North Square Investments LLC 401(K) Retirement Plan & Trust | - | 20 | $5,430,246 | $490,508 | $24,525iApproximate average salary by contribution assumption: employee only about $613,135 at 4% or $408,757 at 6%; with 50% employer match about $408,757 at 4% or $272,504 at 6%; with 100% employer match about $306,568 at 4% or $204,378 at 6%. |
| 2018 | 1 | 22 | $3,929,841 | $0 | - |
| North Square Investments LLC 401(K) Retirement Plan & Trust | - | 22 | $3,929,841 | - | - |