Civic Intelligence

Traditions Bancshares Inc.

Plan context: Traditions Bancshares Inc. Employee Stock Ownership Plan

EIN 03-0487826 • 18 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$12,884,174

2024 Contributions

$660,000

Historical Graphs

Total Assets Over Time

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

$12,884,174$6,442,087$0200920172024YearValue
$12,884,174Latest year 2024

Participants Over Time

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

86430200720162024YearValue
86Latest 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
2024186$12,884,174$660,000$7,674iApproximate average salary by contribution assumption: employee only about $191,860 at 4% or $127,907 at 6%; with 50% employer match about $127,907 at 4% or $85,271 at 6%; with 100% employer match about $95,930 at 4% or $63,953 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-86$12,884,174$660,000$7,674iApproximate average salary by contribution assumption: employee only about $191,860 at 4% or $127,907 at 6%; with 50% employer match about $127,907 at 4% or $85,271 at 6%; with 100% employer match about $95,930 at 4% or $63,953 at 6%.
2023176$10,658,888$906,834$11,932iApproximate average salary by contribution assumption: employee only about $298,301 at 4% or $198,867 at 6%; with 50% employer match about $198,867 at 4% or $132,578 at 6%; with 100% employer match about $149,150 at 4% or $99,434 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-76$10,658,888$906,834$11,932iApproximate average salary by contribution assumption: employee only about $298,301 at 4% or $198,867 at 6%; with 50% employer match about $198,867 at 4% or $132,578 at 6%; with 100% employer match about $149,150 at 4% or $99,434 at 6%.
2022177$9,111,679$818,000$10,623iApproximate average salary by contribution assumption: employee only about $265,584 at 4% or $177,056 at 6%; with 50% employer match about $177,056 at 4% or $118,038 at 6%; with 100% employer match about $132,792 at 4% or $88,528 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-77$9,111,679$818,000$10,623iApproximate average salary by contribution assumption: employee only about $265,584 at 4% or $177,056 at 6%; with 50% employer match about $177,056 at 4% or $118,038 at 6%; with 100% employer match about $132,792 at 4% or $88,528 at 6%.
2021172$7,439,023$658,183$9,141iApproximate average salary by contribution assumption: employee only about $228,536 at 4% or $152,357 at 6%; with 50% employer match about $152,357 at 4% or $101,571 at 6%; with 100% employer match about $114,268 at 4% or $76,179 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-72$7,439,023$658,183$9,141iApproximate average salary by contribution assumption: employee only about $228,536 at 4% or $152,357 at 6%; with 50% employer match about $152,357 at 4% or $101,571 at 6%; with 100% employer match about $114,268 at 4% or $76,179 at 6%.
2020171$6,151,674$602,000$8,479iApproximate average salary by contribution assumption: employee only about $211,972 at 4% or $141,315 at 6%; with 50% employer match about $141,315 at 4% or $94,210 at 6%; with 100% employer match about $105,986 at 4% or $70,657 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-71$6,151,674$602,000$8,479iApproximate average salary by contribution assumption: employee only about $211,972 at 4% or $141,315 at 6%; with 50% employer match about $141,315 at 4% or $94,210 at 6%; with 100% employer match about $105,986 at 4% or $70,657 at 6%.
2019171$5,297,404$540,000$7,606iApproximate average salary by contribution assumption: employee only about $190,141 at 4% or $126,761 at 6%; with 50% employer match about $126,761 at 4% or $84,507 at 6%; with 100% employer match about $95,070 at 4% or $63,380 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-71$5,297,404$540,000$7,606iApproximate average salary by contribution assumption: employee only about $190,141 at 4% or $126,761 at 6%; with 50% employer match about $126,761 at 4% or $84,507 at 6%; with 100% employer match about $95,070 at 4% or $63,380 at 6%.
2018168$4,414,398$740,000$10,882iApproximate average salary by contribution assumption: employee only about $272,059 at 4% or $181,373 at 6%; with 50% employer match about $181,373 at 4% or $120,915 at 6%; with 100% employer match about $136,029 at 4% or $90,686 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-68$4,414,398$740,000$10,882iApproximate average salary by contribution assumption: employee only about $272,059 at 4% or $181,373 at 6%; with 50% employer match about $181,373 at 4% or $120,915 at 6%; with 100% employer match about $136,029 at 4% or $90,686 at 6%.
2017168$3,749,476$395,000$5,809iApproximate average salary by contribution assumption: employee only about $145,221 at 4% or $96,814 at 6%; with 50% employer match about $96,814 at 4% or $64,542 at 6%; with 100% employer match about $72,610 at 4% or $48,407 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-68$3,749,476$395,000$5,809iApproximate average salary by contribution assumption: employee only about $145,221 at 4% or $96,814 at 6%; with 50% employer match about $96,814 at 4% or $64,542 at 6%; with 100% employer match about $72,610 at 4% or $48,407 at 6%.
2016171$3,268,568$330,000$4,648iApproximate average salary by contribution assumption: employee only about $116,197 at 4% or $77,465 at 6%; with 50% employer match about $77,465 at 4% or $51,643 at 6%; with 100% employer match about $58,099 at 4% or $38,732 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-71$3,268,568$330,000$4,648iApproximate average salary by contribution assumption: employee only about $116,197 at 4% or $77,465 at 6%; with 50% employer match about $77,465 at 4% or $51,643 at 6%; with 100% employer match about $58,099 at 4% or $38,732 at 6%.
2015158$2,789,090$330,000$5,690iApproximate average salary by contribution assumption: employee only about $142,241 at 4% or $94,828 at 6%; with 50% employer match about $94,828 at 4% or $63,218 at 6%; with 100% employer match about $71,121 at 4% or $47,414 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-58$2,789,090$330,000$5,690iApproximate average salary by contribution assumption: employee only about $142,241 at 4% or $94,828 at 6%; with 50% employer match about $94,828 at 4% or $63,218 at 6%; with 100% employer match about $71,121 at 4% or $47,414 at 6%.
2014168$2,303,902$315,000$4,632iApproximate average salary by contribution assumption: employee only about $115,809 at 4% or $77,206 at 6%; with 50% employer match about $77,206 at 4% or $51,471 at 6%; with 100% employer match about $57,904 at 4% or $38,603 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-68$2,303,902$315,000$4,632iApproximate average salary by contribution assumption: employee only about $115,809 at 4% or $77,206 at 6%; with 50% employer match about $77,206 at 4% or $51,471 at 6%; with 100% employer match about $57,904 at 4% or $38,603 at 6%.
2013171$1,719,805$300,000$4,225iApproximate average salary by contribution assumption: employee only about $105,634 at 4% or $70,423 at 6%; with 50% employer match about $70,423 at 4% or $46,948 at 6%; with 100% employer match about $52,817 at 4% or $35,211 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-71$1,719,805$300,000$4,225iApproximate average salary by contribution assumption: employee only about $105,634 at 4% or $70,423 at 6%; with 50% employer match about $70,423 at 4% or $46,948 at 6%; with 100% employer match about $52,817 at 4% or $35,211 at 6%.
2012162$1,305,312$285,000$4,597iApproximate average salary by contribution assumption: employee only about $114,919 at 4% or $76,613 at 6%; with 50% employer match about $76,613 at 4% or $51,075 at 6%; with 100% employer match about $57,460 at 4% or $38,306 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-62$1,305,312$285,000$4,597iApproximate average salary by contribution assumption: employee only about $114,919 at 4% or $76,613 at 6%; with 50% employer match about $76,613 at 4% or $51,075 at 6%; with 100% employer match about $57,460 at 4% or $38,306 at 6%.
2011163$899,437$200,000$3,175iApproximate average salary by contribution assumption: employee only about $79,365 at 4% or $52,910 at 6%; with 50% employer match about $52,910 at 4% or $35,273 at 6%; with 100% employer match about $39,683 at 4% or $26,455 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-63$899,437$200,000$3,175iApproximate average salary by contribution assumption: employee only about $79,365 at 4% or $52,910 at 6%; with 50% employer match about $52,910 at 4% or $35,273 at 6%; with 100% employer match about $39,683 at 4% or $26,455 at 6%.
2010158$695,650$170,000$2,931iApproximate average salary by contribution assumption: employee only about $73,276 at 4% or $48,851 at 6%; with 50% employer match about $48,851 at 4% or $32,567 at 6%; with 100% employer match about $36,638 at 4% or $24,425 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-58$695,650$170,000$2,931iApproximate average salary by contribution assumption: employee only about $73,276 at 4% or $48,851 at 6%; with 50% employer match about $48,851 at 4% or $32,567 at 6%; with 100% employer match about $36,638 at 4% or $24,425 at 6%.
2009147$470,320$150,000$3,191iApproximate average salary by contribution assumption: employee only about $79,787 at 4% or $53,191 at 6%; with 50% employer match about $53,191 at 4% or $35,461 at 6%; with 100% employer match about $39,894 at 4% or $26,596 at 6%.
Traditions Bancshares Inc. Employee Stock Ownership Plan-47$470,320$150,000$3,191iApproximate average salary by contribution assumption: employee only about $79,787 at 4% or $53,191 at 6%; with 50% employer match about $53,191 at 4% or $35,461 at 6%; with 100% employer match about $39,894 at 4% or $26,596 at 6%.
2008148$0$0-
Traditions Bancshares Inc. Employee Stock Ownership Plan-48---
2007143$0$0-
Traditions Bancshares Inc. Employee Stock Ownership Plan-43---