· 2022–2024 · DOL EFAST2

TRUENORTH WEALTH & IMPACT, LLC — TRUENORTH WEALTH & IMPACT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250325144233NAL0007770467001

TRUENORTH WEALTH & IMPACT, LLC

Form 5500-SF

FILING_RECEIVED

TRUENORTH WEALTH & IMPACT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUENORTH WEALTH & IMPACT, LLC.

Plan sponsor

Name

TRUENORTH WEALTH & IMPACT, LLC

EIN

88-1871413all filings

Address

4037 GATEWAY DRIVE · JOPLIN, MO · 64804

Phone

(417) 434-9400

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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