Truex Metier
Plan context: MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN
EIN 94-3216425 • Port Townsend, WA • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$3,181,814
2024 Contributions
$158,540
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 | 2 | 14 | $3,181,814 | $158,540 | $11,324iApproximate average salary by contribution assumption: employee only about $283,107 at 4% or $188,738 at 6%; with 50% employer match about $188,738 at 4% or $125,825 at 6%; with 100% employer match about $141,554 at 4% or $94,369 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 14 | $2,459,988 | $158,540 | $11,324iApproximate average salary by contribution assumption: employee only about $283,107 at 4% or $188,738 at 6%; with 50% employer match about $188,738 at 4% or $125,825 at 6%; with 100% employer match about $141,554 at 4% or $94,369 at 6%. |
| Truex Metier Employee Stock Ownership Plan | - | 13 | $721,826 | - | - |
| 2023 | 2 | 15 | $2,835,994 | $396,524 | $26,435iApproximate average salary by contribution assumption: employee only about $660,873 at 4% or $440,582 at 6%; with 50% employer match about $440,582 at 4% or $293,721 at 6%; with 100% employer match about $330,437 at 4% or $220,291 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 15 | $2,112,794 | $296,524 | $19,768iApproximate average salary by contribution assumption: employee only about $494,207 at 4% or $329,471 at 6%; with 50% employer match about $329,471 at 4% or $219,647 at 6%; with 100% employer match about $247,103 at 4% or $164,736 at 6%. |
| Truex Metier Employee Stock Ownership Plan | - | 12 | $723,200 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2022 | 2 | 15 | $2,239,119 | $933,482 | $62,232iApproximate average salary by contribution assumption: employee only about $1,555,803 at 4% or $1,037,202 at 6%; with 50% employer match about $1,037,202 at 4% or $691,468 at 6%; with 100% employer match about $777,902 at 4% or $518,601 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 15 | $1,615,919 | $310,282 | $20,685iApproximate average salary by contribution assumption: employee only about $517,137 at 4% or $344,758 at 6%; with 50% employer match about $344,758 at 4% or $229,839 at 6%; with 100% employer match about $258,568 at 4% or $172,379 at 6%. |
| Truex Metier Employee Stock Ownership Plan | - | 11 | $623,200 | $623,200 | $56,655iApproximate average salary by contribution assumption: employee only about $1,416,364 at 4% or $944,242 at 6%; with 50% employer match about $944,242 at 4% or $629,495 at 6%; with 100% employer match about $708,182 at 4% or $472,121 at 6%. |
| 2021 | 1 | 15 | $1,593,474 | $298,759 | $19,917iApproximate average salary by contribution assumption: employee only about $497,932 at 4% or $331,954 at 6%; with 50% employer match about $331,954 at 4% or $221,303 at 6%; with 100% employer match about $248,966 at 4% or $165,977 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 15 | $1,593,474 | $298,759 | $19,917iApproximate average salary by contribution assumption: employee only about $497,932 at 4% or $331,954 at 6%; with 50% employer match about $331,954 at 4% or $221,303 at 6%; with 100% employer match about $248,966 at 4% or $165,977 at 6%. |
| 2020 | 1 | 13 | $1,146,804 | $189,415 | $14,570iApproximate average salary by contribution assumption: employee only about $364,260 at 4% or $242,840 at 6%; with 50% employer match about $242,840 at 4% or $161,893 at 6%; with 100% employer match about $182,130 at 4% or $121,420 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 13 | $1,146,804 | $189,415 | $14,570iApproximate average salary by contribution assumption: employee only about $364,260 at 4% or $242,840 at 6%; with 50% employer match about $242,840 at 4% or $161,893 at 6%; with 100% employer match about $182,130 at 4% or $121,420 at 6%. |
| 2019 | 1 | 13 | $854,365 | $255,616 | $19,663iApproximate average salary by contribution assumption: employee only about $491,569 at 4% or $327,713 at 6%; with 50% employer match about $327,713 at 4% or $218,475 at 6%; with 100% employer match about $245,785 at 4% or $163,856 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 13 | $854,365 | $255,616 | $19,663iApproximate average salary by contribution assumption: employee only about $491,569 at 4% or $327,713 at 6%; with 50% employer match about $327,713 at 4% or $218,475 at 6%; with 100% employer match about $245,785 at 4% or $163,856 at 6%. |
| 2018 | 1 | 12 | $484,879 | $156,472 | $13,039iApproximate average salary by contribution assumption: employee only about $325,983 at 4% or $217,322 at 6%; with 50% employer match about $217,322 at 4% or $144,881 at 6%; with 100% employer match about $162,992 at 4% or $108,661 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 12 | $484,879 | $156,472 | $13,039iApproximate average salary by contribution assumption: employee only about $325,983 at 4% or $217,322 at 6%; with 50% employer match about $217,322 at 4% or $144,881 at 6%; with 100% employer match about $162,992 at 4% or $108,661 at 6%. |
| 2017 | 1 | 10 | $378,338 | $120,660 | $12,066iApproximate average salary by contribution assumption: employee only about $301,650 at 4% or $201,100 at 6%; with 50% employer match about $201,100 at 4% or $134,067 at 6%; with 100% employer match about $150,825 at 4% or $100,550 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 10 | $378,338 | $120,660 | $12,066iApproximate average salary by contribution assumption: employee only about $301,650 at 4% or $201,100 at 6%; with 50% employer match about $201,100 at 4% or $134,067 at 6%; with 100% employer match about $150,825 at 4% or $100,550 at 6%. |
| 2016 | 1 | 8 | $216,800 | $111,329 | $13,916iApproximate average salary by contribution assumption: employee only about $347,903 at 4% or $231,935 at 6%; with 50% employer match about $231,935 at 4% or $154,624 at 6%; with 100% employer match about $173,952 at 4% or $115,968 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 8 | $216,800 | $111,329 | $13,916iApproximate average salary by contribution assumption: employee only about $347,903 at 4% or $231,935 at 6%; with 50% employer match about $231,935 at 4% or $154,624 at 6%; with 100% employer match about $173,952 at 4% or $115,968 at 6%. |
| 2015 | 1 | 8 | $90,748 | $90,888 | $11,361iApproximate average salary by contribution assumption: employee only about $284,025 at 4% or $189,350 at 6%; with 50% employer match about $189,350 at 4% or $126,233 at 6%; with 100% employer match about $142,013 at 4% or $94,675 at 6%. |
| MACKENZIE AND PARTNERS INC. DBA TRUEX METIER 401(K) PROFIT SHARING PLAN | - | 8 | $90,748 | $90,888 | $11,361iApproximate average salary by contribution assumption: employee only about $284,025 at 4% or $189,350 at 6%; with 50% employer match about $189,350 at 4% or $126,233 at 6%; with 100% employer match about $142,013 at 4% or $94,675 at 6%. |