Civic Intelligence

True North Management Partners LLC

Plan context: True North Management Partners LLC 401(K) Plan

EIN 90-0665299 • Phoenix, AZ • 14 filings • 1 plans

2390 E. Camelback Road, Suite 203Phoenix, AZ 85016
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$4,980,634

2024 Contributions

$182,247

Historical Graphs

Total Assets Over Time

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

$5,054,979$2,527,490$0201120182024YearValue
$4,980,634Latest year 2024

Participants Over Time

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

21110201120182024YearValue
11Latest 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
2024111$4,980,634$182,247$16,568iApproximate average salary by contribution assumption: employee only about $414,198 at 4% or $276,132 at 6%; with 50% employer match about $276,132 at 4% or $184,088 at 6%; with 100% employer match about $207,099 at 4% or $138,066 at 6%.
True North Management Partners LLC 401(K) Plan-11$4,980,634$182,247$16,568iApproximate average salary by contribution assumption: employee only about $414,198 at 4% or $276,132 at 6%; with 50% employer match about $276,132 at 4% or $184,088 at 6%; with 100% employer match about $207,099 at 4% or $138,066 at 6%.
2023113$4,389,870$265,199$20,400iApproximate average salary by contribution assumption: employee only about $509,998 at 4% or $339,999 at 6%; with 50% employer match about $339,999 at 4% or $226,666 at 6%; with 100% employer match about $254,999 at 4% or $169,999 at 6%.
True North Management Partners LLC 401(K) Plan-13$4,389,870$265,199$20,400iApproximate average salary by contribution assumption: employee only about $509,998 at 4% or $339,999 at 6%; with 50% employer match about $339,999 at 4% or $226,666 at 6%; with 100% employer match about $254,999 at 4% or $169,999 at 6%.
2022115$4,085,098$356,167$23,744iApproximate average salary by contribution assumption: employee only about $593,612 at 4% or $395,741 at 6%; with 50% employer match about $395,741 at 4% or $263,827 at 6%; with 100% employer match about $296,806 at 4% or $197,871 at 6%.
True North Management Partners LLC 401(K) Plan-15$4,085,098$356,167$23,744iApproximate average salary by contribution assumption: employee only about $593,612 at 4% or $395,741 at 6%; with 50% employer match about $395,741 at 4% or $263,827 at 6%; with 100% employer match about $296,806 at 4% or $197,871 at 6%.
2021118$5,054,979$404,265$22,459iApproximate average salary by contribution assumption: employee only about $561,479 at 4% or $374,319 at 6%; with 50% employer match about $374,319 at 4% or $249,546 at 6%; with 100% employer match about $280,740 at 4% or $187,160 at 6%.
True North Management Partners LLC 401(K) Plan-18$5,054,979$404,265$22,459iApproximate average salary by contribution assumption: employee only about $561,479 at 4% or $374,319 at 6%; with 50% employer match about $374,319 at 4% or $249,546 at 6%; with 100% employer match about $280,740 at 4% or $187,160 at 6%.
2020117$3,926,014$291,322$17,137iApproximate average salary by contribution assumption: employee only about $428,415 at 4% or $285,610 at 6%; with 50% employer match about $285,610 at 4% or $190,407 at 6%; with 100% employer match about $214,207 at 4% or $142,805 at 6%.
True North Management Partners LLC 401(K) Plan-17$3,926,014$291,322$17,137iApproximate average salary by contribution assumption: employee only about $428,415 at 4% or $285,610 at 6%; with 50% employer match about $285,610 at 4% or $190,407 at 6%; with 100% employer match about $214,207 at 4% or $142,805 at 6%.
2019120$3,401,340$427,854$21,393iApproximate average salary by contribution assumption: employee only about $534,818 at 4% or $356,545 at 6%; with 50% employer match about $356,545 at 4% or $237,697 at 6%; with 100% employer match about $267,409 at 4% or $178,273 at 6%.
True North Management Partners LLC 401(K) Plan-20$3,401,340$427,854$21,393iApproximate average salary by contribution assumption: employee only about $534,818 at 4% or $356,545 at 6%; with 50% employer match about $356,545 at 4% or $237,697 at 6%; with 100% employer match about $267,409 at 4% or $178,273 at 6%.
2018121$2,436,182$508,643$24,221iApproximate average salary by contribution assumption: employee only about $605,527 at 4% or $403,685 at 6%; with 50% employer match about $403,685 at 4% or $269,123 at 6%; with 100% employer match about $302,764 at 4% or $201,842 at 6%.
True North Management Partners LLC 401(K) Plan-21$2,436,182$508,643$24,221iApproximate average salary by contribution assumption: employee only about $605,527 at 4% or $403,685 at 6%; with 50% employer match about $403,685 at 4% or $269,123 at 6%; with 100% employer match about $302,764 at 4% or $201,842 at 6%.
2017120$2,200,980$387,956$19,398iApproximate average salary by contribution assumption: employee only about $484,945 at 4% or $323,297 at 6%; with 50% employer match about $323,297 at 4% or $215,531 at 6%; with 100% employer match about $242,473 at 4% or $161,648 at 6%.
True North Management Partners LLC 401(K) Plan-20$2,200,980$387,956$19,398iApproximate average salary by contribution assumption: employee only about $484,945 at 4% or $323,297 at 6%; with 50% employer match about $323,297 at 4% or $215,531 at 6%; with 100% employer match about $242,473 at 4% or $161,648 at 6%.
2016118$1,599,307$332,794$18,489iApproximate average salary by contribution assumption: employee only about $462,214 at 4% or $308,143 at 6%; with 50% employer match about $308,143 at 4% or $205,428 at 6%; with 100% employer match about $231,107 at 4% or $154,071 at 6%.
True North Management Partners LLC 401(K) Plan-18$1,599,307$332,794$18,489iApproximate average salary by contribution assumption: employee only about $462,214 at 4% or $308,143 at 6%; with 50% employer match about $308,143 at 4% or $205,428 at 6%; with 100% employer match about $231,107 at 4% or $154,071 at 6%.
2015119$1,205,031$320,348$16,860iApproximate average salary by contribution assumption: employee only about $421,511 at 4% or $281,007 at 6%; with 50% employer match about $281,007 at 4% or $187,338 at 6%; with 100% employer match about $210,755 at 4% or $140,504 at 6%.
True North Management Partners LLC 401(K) Plan-19$1,205,031$320,348$16,860iApproximate average salary by contribution assumption: employee only about $421,511 at 4% or $281,007 at 6%; with 50% employer match about $281,007 at 4% or $187,338 at 6%; with 100% employer match about $210,755 at 4% or $140,504 at 6%.
2014117$992,301$410,587$24,152iApproximate average salary by contribution assumption: employee only about $603,804 at 4% or $402,536 at 6%; with 50% employer match about $402,536 at 4% or $268,358 at 6%; with 100% employer match about $301,902 at 4% or $201,268 at 6%.
True North Management Partners LLC 401(K) Plan-17$992,301$410,587$24,152iApproximate average salary by contribution assumption: employee only about $603,804 at 4% or $402,536 at 6%; with 50% employer match about $402,536 at 4% or $268,358 at 6%; with 100% employer match about $301,902 at 4% or $201,268 at 6%.
201319$648,496$287,848$31,983iApproximate average salary by contribution assumption: employee only about $799,578 at 4% or $533,052 at 6%; with 50% employer match about $533,052 at 4% or $355,368 at 6%; with 100% employer match about $399,789 at 4% or $266,526 at 6%.
True North Management Partners LLC 401(K) Plan-9$648,496$287,848$31,983iApproximate average salary by contribution assumption: employee only about $799,578 at 4% or $533,052 at 6%; with 50% employer match about $533,052 at 4% or $355,368 at 6%; with 100% employer match about $399,789 at 4% or $266,526 at 6%.
201219$336,779$286,081$31,787iApproximate average salary by contribution assumption: employee only about $794,669 at 4% or $529,780 at 6%; with 50% employer match about $529,780 at 4% or $353,186 at 6%; with 100% employer match about $397,335 at 4% or $264,890 at 6%.
True North Management Partners LLC 401(K) Plan-9$336,779$286,081$31,787iApproximate average salary by contribution assumption: employee only about $794,669 at 4% or $529,780 at 6%; with 50% employer match about $529,780 at 4% or $353,186 at 6%; with 100% employer match about $397,335 at 4% or $264,890 at 6%.
201114$36,220$36,725$9,181iApproximate average salary by contribution assumption: employee only about $229,531 at 4% or $153,021 at 6%; with 50% employer match about $153,021 at 4% or $102,014 at 6%; with 100% employer match about $114,766 at 4% or $76,510 at 6%.
True North Management Partners LLC 401(K) Plan-4$36,220$36,725$9,181iApproximate average salary by contribution assumption: employee only about $229,531 at 4% or $153,021 at 6%; with 50% employer match about $153,021 at 4% or $102,014 at 6%; with 100% employer match about $114,766 at 4% or $76,510 at 6%.