Civic Intelligence

True North Performance Advisors Inc.

Plan context: True North Performance Advisors Inc. Retirement Plan

EIN 83-2895152 • 7 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$29,975

2025 Contributions

$232,824

Historical Graphs

Total Assets Over Time

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

$29,975$14,988$020192020YearValue
$29,975Latest year 2020

Participants Over Time

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

110201920222025YearValue
1Latest 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
202511$0$0-
True North Performance Advisors Inc. Retirement Plan-1---
202411$0$0-
True North Performance Advisors Inc. Retirement Plan-1---
202311$0$0-
True North Performance Advisors Inc. Retirement Plan-1---
202211$0$0-
True North Performance Advisors Inc. Retirement Plan-1---
202111$0$0-
True North Performance Advisors Inc. Retirement Plan-1---
202011$29,975$0-
True North Performance Advisors Inc. Retirement Plan-1$29,975--
201911$3,393$232,824$232,824iApproximate average salary by contribution assumption: employee only about $5,820,600 at 4% or $3,880,400 at 6%; with 50% employer match about $3,880,400 at 4% or $2,586,933 at 6%; with 100% employer match about $2,910,300 at 4% or $1,940,200 at 6%.
True North Performance Advisors Inc. Retirement Plan-1$3,393$232,824$232,824iApproximate average salary by contribution assumption: employee only about $5,820,600 at 4% or $3,880,400 at 6%; with 50% employer match about $3,880,400 at 4% or $2,586,933 at 6%; with 100% employer match about $2,910,300 at 4% or $1,940,200 at 6%.