Plan5500

True Capital Partners, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, True Capital Partners, LLC (EIN 45-4747947) is a plan sponsor located in Haddonfield, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-4747947
Location
Haddonfield, NJ
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.4MSummed across loaded plans$38,359,278
Total reported assets$38.4M$38,359,278
Total reported participants742
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.4M total assets
Net assets$38.4MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$8.3M
Total income / additions$16.2M
Expenses & distributions
Benefits paid / distributions$5M
Total expenses$5.1M
Net increase / (decrease)$11.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%True Capital Partners 401(K) Plan
Participants per plan742Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    True Capital Partners 401(K) Plan$38.4M
    Plan #001 · 742 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for True Capital Partners, LLC
YearPlanParticipantsSchedulesFiling
2023True Capital Partners 401(K) Plan742H, C20241015143746NAL0014861235001

Related Form 5500 pages