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TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN
Plan identification number 001

TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRUE NORTH PERFORMANCE ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRUE NORTH PERFORMANCE ADVISORS, INC.
Employer identification number (EIN):832895152
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-02-01

Plan Statistics for TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN

401k plan membership statisitcs for TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN

Measure Date Value
2023: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-011
Total number of active participants reported on line 7a of the Form 55002019-02-011
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-011
Number of participants with account balances2019-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010

Financial Data on TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN

Measure Date Value
2023 : TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$0
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$0
Value of fidelity bond covering the plan2023-12-31$23,484
Other income received2023-12-31$0
Net income (gross income less expenses)2023-12-31$0
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
2022 : TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$0
Value of fidelity bond covering the plan2022-12-31$23,484
Other income received2022-12-31$0
Net income (gross income less expenses)2022-12-31$0
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
2021 : TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$-29,975
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$29,975
Value of fidelity bond covering the plan2021-12-31$23,484
Other income received2021-12-31$-29,975
Net income (gross income less expenses)2021-12-31$-29,975
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$29,975
Assets. Value of employer securities2021-12-31$0
2020 : TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$26,582
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$29,975
Total plan assets at beginning of year2020-12-31$3,393
Value of fidelity bond covering the plan2020-12-31$23,484
Other income received2020-12-31$26,582
Net income (gross income less expenses)2020-12-31$26,582
Net plan assets at end of year (total assets less liabilities)2020-12-31$29,975
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,393
Assets. Value of employer securities2020-12-31$29,975
2019 : TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$3,423
Expenses. Total of all expenses incurred2019-12-31$30
Total plan assets at end of year2019-12-31$3,393
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$23,484
Contributions received from other sources (not participants or employers)2019-12-31$232,824
Other income received2019-12-31$-229,401
Net income (gross income less expenses)2019-12-31$3,393
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,393
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Assets. Value of employer securities2019-12-31$3,393
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$30

Form 5500 Responses for TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN

2023: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRUE NORTH PERFORMANCE ADVISORS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01First time form 5500 has been submittedYes
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes

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