Enterprise Bank and Trust
Plan context: Enterprise Bank and Trust Company 401(K) Plan
EIN 04-2993547 • Lowell, MA • 97 filings • 16 plans
Current Snapshot
Latest Year
2024
2024 Participants
601
2024 Assets
$128,072,271
2024 Contributions
$9,431,326
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 | 3 | 601 | $128,072,271 | $9,431,326 | $15,693iApproximate average salary by contribution assumption: employee only about $392,318 at 4% or $261,545 at 6%; with 50% employer match about $261,545 at 4% or $174,364 at 6%; with 100% employer match about $196,159 at 4% or $130,773 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 601 | $128,072,271 | $9,431,326 | $15,693iApproximate average salary by contribution assumption: employee only about $392,318 at 4% or $261,545 at 6%; with 50% employer match about $261,545 at 4% or $174,364 at 6%; with 100% employer match about $196,159 at 4% or $130,773 at 6%. |
| Pre-Tax Premium Plan | - | 238 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 238 | - | - | - |
| 2023 | 3 | 592 | $111,509,404 | $8,273,533 | $13,976iApproximate average salary by contribution assumption: employee only about $349,389 at 4% or $232,926 at 6%; with 50% employer match about $232,926 at 4% or $155,284 at 6%; with 100% employer match about $174,695 at 4% or $116,463 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 592 | $111,509,404 | $8,273,533 | $13,976iApproximate average salary by contribution assumption: employee only about $349,389 at 4% or $232,926 at 6%; with 50% employer match about $232,926 at 4% or $155,284 at 6%; with 100% employer match about $174,695 at 4% or $116,463 at 6%. |
| Pre-Tax Premium Plan | - | 234 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 234 | - | - | - |
| 2022 | 5 | 574 | $91,946,023 | $7,556,769 | $13,165iApproximate average salary by contribution assumption: employee only about $329,128 at 4% or $219,418 at 6%; with 50% employer match about $219,418 at 4% or $146,279 at 6%; with 100% employer match about $164,564 at 4% or $109,709 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 574 | $91,946,023 | $7,556,769 | $13,165iApproximate average salary by contribution assumption: employee only about $329,128 at 4% or $219,418 at 6%; with 50% employer match about $219,418 at 4% or $146,279 at 6%; with 100% employer match about $164,564 at 4% or $109,709 at 6%. |
| Enterprise Bank and Trust Long Term Disability Plan | - | 229 | - | - | - |
| Pre-Tax Premium Plan | - | 229 | - | - | - |
| Flexible Spending Account Plan | - | 0 | - | - | - |
| Health Reimbursement Account | - | 0 | - | - | - |
| 2021 | 5 | 550 | $103,376,994 | $8,236,766 | $14,976iApproximate average salary by contribution assumption: employee only about $374,398 at 4% or $249,599 at 6%; with 50% employer match about $249,599 at 4% or $166,399 at 6%; with 100% employer match about $187,199 at 4% or $124,799 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 550 | $103,376,994 | $8,236,766 | $14,976iApproximate average salary by contribution assumption: employee only about $374,398 at 4% or $249,599 at 6%; with 50% employer match about $249,599 at 4% or $166,399 at 6%; with 100% employer match about $187,199 at 4% or $124,799 at 6%. |
| Enterprise Bank and Trust Long Term Disability Plan | - | 214 | - | - | - |
| Health Reimbursement Account | - | 120 | - | - | - |
| Flexible Spending Account Plan | - | 228 | - | - | - |
| Pre-Tax Premium Plan | - | 214 | - | - | - |
| 2020 | 5 | 542 | $86,209,589 | $6,076,770 | $11,212iApproximate average salary by contribution assumption: employee only about $280,294 at 4% or $186,863 at 6%; with 50% employer match about $186,863 at 4% or $124,575 at 6%; with 100% employer match about $140,147 at 4% or $93,431 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 542 | $86,209,589 | $6,076,770 | $11,212iApproximate average salary by contribution assumption: employee only about $280,294 at 4% or $186,863 at 6%; with 50% employer match about $186,863 at 4% or $124,575 at 6%; with 100% employer match about $140,147 at 4% or $93,431 at 6%. |
| Pre-Tax Premium Plan | - | 486 | - | - | - |
| Flexible Spending Account Plan | - | 0 | - | - | - |
| Health Reimbursement Account | - | 0 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 486 | - | - | - |
| 2019 | 5 | 540 | $72,671,212 | $6,198,655 | $11,479iApproximate average salary by contribution assumption: employee only about $286,975 at 4% or $191,317 at 6%; with 50% employer match about $191,317 at 4% or $127,544 at 6%; with 100% employer match about $143,487 at 4% or $95,658 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 540 | $72,671,212 | $6,198,655 | $11,479iApproximate average salary by contribution assumption: employee only about $286,975 at 4% or $191,317 at 6%; with 50% employer match about $191,317 at 4% or $127,544 at 6%; with 100% employer match about $143,487 at 4% or $95,658 at 6%. |
| Pre-Tax Premium Plan | - | 477 | - | - | - |
| Health Reimbursement Account | - | 120 | - | - | - |
| Flexible Spending Account Plan | - | 228 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 477 | - | - | - |
| 2018 | 5 | 525 | $55,680,421 | $5,116,247 | $9,745iApproximate average salary by contribution assumption: employee only about $243,631 at 4% or $162,421 at 6%; with 50% employer match about $162,421 at 4% or $108,280 at 6%; with 100% employer match about $121,815 at 4% or $81,210 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 525 | $55,680,421 | $5,116,247 | $9,745iApproximate average salary by contribution assumption: employee only about $243,631 at 4% or $162,421 at 6%; with 50% employer match about $162,421 at 4% or $108,280 at 6%; with 100% employer match about $121,815 at 4% or $81,210 at 6%. |
| Pre-Tax Premium Plan | - | 461 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 462 | - | - | - |
| Flexible Spending Account Plan | - | 228 | - | - | - |
| Health Reimbursement Account | - | 120 | - | - | - |
| 2017 | 5 | 503 | $56,421,899 | $4,111,736 | $8,174iApproximate average salary by contribution assumption: employee only about $204,361 at 4% or $136,240 at 6%; with 50% employer match about $136,240 at 4% or $90,827 at 6%; with 100% employer match about $102,180 at 4% or $68,120 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 503 | $56,421,899 | $4,111,736 | $8,174iApproximate average salary by contribution assumption: employee only about $204,361 at 4% or $136,240 at 6%; with 50% employer match about $136,240 at 4% or $90,827 at 6%; with 100% employer match about $102,180 at 4% or $68,120 at 6%. |
| Pre-Tax Premium Plan | - | 446 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 446 | - | - | - |
| Flexible Spending Account Plan | - | 135 | - | - | - |
| Health Reimbursement Account | - | 176 | - | - | - |
| 2016 | 5 | 488 | $47,053,024 | $4,512,053 | $9,246iApproximate average salary by contribution assumption: employee only about $231,150 at 4% or $154,100 at 6%; with 50% employer match about $154,100 at 4% or $102,733 at 6%; with 100% employer match about $115,575 at 4% or $77,050 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 488 | $47,053,024 | $4,512,053 | $9,246iApproximate average salary by contribution assumption: employee only about $231,150 at 4% or $154,100 at 6%; with 50% employer match about $154,100 at 4% or $102,733 at 6%; with 100% employer match about $115,575 at 4% or $77,050 at 6%. |
| Flexible Spending Account Plan | - | 135 | - | - | - |
| Health Reimbursement Account | - | 176 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 433 | - | - | - |
| Pre-Tax Premium Plan | - | 433 | - | - | - |
| 2015 | 5 | 453 | $42,428,228 | $3,196,410 | $7,056iApproximate average salary by contribution assumption: employee only about $176,402 at 4% or $117,602 at 6%; with 50% employer match about $117,602 at 4% or $78,401 at 6%; with 100% employer match about $88,201 at 4% or $58,801 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 453 | $42,428,228 | $3,196,410 | $7,056iApproximate average salary by contribution assumption: employee only about $176,402 at 4% or $117,602 at 6%; with 50% employer match about $117,602 at 4% or $78,401 at 6%; with 100% employer match about $88,201 at 4% or $58,801 at 6%. |
| Pre-Tax Premium Plan | - | 395 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 395 | - | - | - |
| Flexible Spending Account Plan | - | 135 | - | - | - |
| Health Reimbursement Account | - | 176 | - | - | - |
| 2014 | 5 | 430 | $42,062,239 | $3,069,312 | $7,138iApproximate average salary by contribution assumption: employee only about $178,448 at 4% or $118,966 at 6%; with 50% employer match about $118,966 at 4% or $79,310 at 6%; with 100% employer match about $89,224 at 4% or $59,483 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 430 | $42,062,239 | $3,069,312 | $7,138iApproximate average salary by contribution assumption: employee only about $178,448 at 4% or $118,966 at 6%; with 50% employer match about $118,966 at 4% or $79,310 at 6%; with 100% employer match about $89,224 at 4% or $59,483 at 6%. |
| Pre-Tax Premium Plan | - | 198 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 376 | - | - | - |
| Flexible Spending Account Plan | - | 135 | - | - | - |
| Health Reimbursement Account | - | 176 | - | - | - |
| 2013 | 5 | 422 | $39,081,984 | $3,199,485 | $7,582iApproximate average salary by contribution assumption: employee only about $189,543 at 4% or $126,362 at 6%; with 50% employer match about $126,362 at 4% or $84,241 at 6%; with 100% employer match about $94,771 at 4% or $63,181 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 422 | $39,081,984 | $3,199,485 | $7,582iApproximate average salary by contribution assumption: employee only about $189,543 at 4% or $126,362 at 6%; with 50% employer match about $126,362 at 4% or $84,241 at 6%; with 100% employer match about $94,771 at 4% or $63,181 at 6%. |
| Pre-Tax Premium Plan | - | 179 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 373 | - | - | - |
| Flexible Spending Account Plan | - | 135 | - | - | - |
| Health Reimbursement Account | - | 176 | - | - | - |
| 2012 | 5 | 396 | $31,558,803 | $3,428,546 | $8,658iApproximate average salary by contribution assumption: employee only about $216,449 at 4% or $144,299 at 6%; with 50% employer match about $144,299 at 4% or $96,199 at 6%; with 100% employer match about $108,224 at 4% or $72,150 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 396 | $31,558,803 | $3,428,546 | $8,658iApproximate average salary by contribution assumption: employee only about $216,449 at 4% or $144,299 at 6%; with 50% employer match about $144,299 at 4% or $96,199 at 6%; with 100% employer match about $108,224 at 4% or $72,150 at 6%. |
| Health Reimbursement Account | - | 190 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 343 | - | - | - |
| Flexible Spending Account Plan | - | 151 | - | - | - |
| Pre-Tax Premium Plan | - | 162 | - | - | - |
| 2011 | 5 | 366 | $26,173,390 | $2,985,390 | $8,157iApproximate average salary by contribution assumption: employee only about $203,920 at 4% or $135,947 at 6%; with 50% employer match about $135,947 at 4% or $90,631 at 6%; with 100% employer match about $101,960 at 4% or $67,973 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 366 | $26,173,390 | $2,985,390 | $8,157iApproximate average salary by contribution assumption: employee only about $203,920 at 4% or $135,947 at 6%; with 50% employer match about $135,947 at 4% or $90,631 at 6%; with 100% employer match about $101,960 at 4% or $67,973 at 6%. |
| Pre-Tax Premium Plan | - | 153 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 316 | - | - | - |
| Flexible Spending Account Plan | - | 135 | - | - | - |
| Health Reimbursement Account | - | 176 | - | - | - |
| 2010 | 4 | 358 | $24,743,353 | $2,559,904 | $7,151iApproximate average salary by contribution assumption: employee only about $178,764 at 4% or $119,176 at 6%; with 50% employer match about $119,176 at 4% or $79,451 at 6%; with 100% employer match about $89,382 at 4% or $59,588 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 358 | $24,743,353 | $2,559,904 | $7,151iApproximate average salary by contribution assumption: employee only about $178,764 at 4% or $119,176 at 6%; with 50% employer match about $119,176 at 4% or $79,451 at 6%; with 100% employer match about $89,382 at 4% or $59,588 at 6%. |
| Pre-Tax Premium Plan | - | 157 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 308 | - | - | - |
| Flexible Spending Account Plan | - | 136 | - | - | - |
| 2009 | 4 | 341 | $20,054,935 | $1,964,827 | $5,762iApproximate average salary by contribution assumption: employee only about $144,049 at 4% or $96,033 at 6%; with 50% employer match about $96,033 at 4% or $64,022 at 6%; with 100% employer match about $72,024 at 4% or $48,016 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 341 | $20,054,935 | $1,964,827 | $5,762iApproximate average salary by contribution assumption: employee only about $144,049 at 4% or $96,033 at 6%; with 50% employer match about $96,033 at 4% or $64,022 at 6%; with 100% employer match about $72,024 at 4% or $48,016 at 6%. |
| Pre-Tax Premium Plan | - | 153 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 306 | - | - | - |
| Flexible Spending Account Plan | - | 120 | - | - | - |
| 2008 | 2 | 319 | $15,639,228 | $1,864,388 | $5,844iApproximate average salary by contribution assumption: employee only about $146,112 at 4% or $97,408 at 6%; with 50% employer match about $97,408 at 4% or $64,939 at 6%; with 100% employer match about $73,056 at 4% or $48,704 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 319 | $15,639,228 | $1,864,388 | $5,844iApproximate average salary by contribution assumption: employee only about $146,112 at 4% or $97,408 at 6%; with 50% employer match about $97,408 at 4% or $64,939 at 6%; with 100% employer match about $73,056 at 4% or $48,704 at 6%. |
| Enterprise Bank and Trust Long Term Disability Plan | - | 287 | - | - | - |
| 2007 | 3 | 303 | $19,450,865 | $1,623,235 | $5,357iApproximate average salary by contribution assumption: employee only about $133,930 at 4% or $89,287 at 6%; with 50% employer match about $89,287 at 4% or $59,525 at 6%; with 100% employer match about $66,965 at 4% or $44,643 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 303 | $19,450,865 | $1,623,235 | $5,357iApproximate average salary by contribution assumption: employee only about $133,930 at 4% or $89,287 at 6%; with 50% employer match about $89,287 at 4% or $59,525 at 6%; with 100% employer match about $66,965 at 4% or $44,643 at 6%. |
| Enterprise Bank and Trust Long Term Disability Plan | - | 283 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 235 | - | - | - |
| 2006 | 2 | 304 | $16,935,445 | $1,711,660 | $5,630iApproximate average salary by contribution assumption: employee only about $140,762 at 4% or $93,841 at 6%; with 50% employer match about $93,841 at 4% or $62,561 at 6%; with 100% employer match about $70,381 at 4% or $46,921 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 304 | $16,935,445 | $1,711,660 | $5,630iApproximate average salary by contribution assumption: employee only about $140,762 at 4% or $93,841 at 6%; with 50% employer match about $93,841 at 4% or $62,561 at 6%; with 100% employer match about $70,381 at 4% or $46,921 at 6%. |
| Pre-Tax Premium Plan | - | 273 | - | - | - |
| 2005 | 3 | 270 | $14,126,980 | $1,599,078 | $5,923iApproximate average salary by contribution assumption: employee only about $148,063 at 4% or $98,709 at 6%; with 50% employer match about $98,709 at 4% or $65,806 at 6%; with 100% employer match about $74,031 at 4% or $49,354 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 270 | $14,126,980 | $1,599,078 | $5,923iApproximate average salary by contribution assumption: employee only about $148,063 at 4% or $98,709 at 6%; with 50% employer match about $98,709 at 4% or $65,806 at 6%; with 100% employer match about $74,031 at 4% or $49,354 at 6%. |
| Enterprise Bank and Trust Long Term Disability Plan | - | 239 | - | - | - |
| Pre-Tax Premium Plan | - | 252 | - | - | - |
| 2004 | 3 | 255 | $12,112,701 | $1,613,979 | $6,329iApproximate average salary by contribution assumption: employee only about $158,233 at 4% or $105,489 at 6%; with 50% employer match about $105,489 at 4% or $70,326 at 6%; with 100% employer match about $79,117 at 4% or $52,744 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 255 | $12,112,701 | $1,613,979 | $6,329iApproximate average salary by contribution assumption: employee only about $158,233 at 4% or $105,489 at 6%; with 50% employer match about $105,489 at 4% or $70,326 at 6%; with 100% employer match about $79,117 at 4% or $52,744 at 6%. |
| Pre-Tax Premium Plan | - | 247 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 226 | - | - | - |
| 2003 | 2 | 232 | $10,158,807 | $1,605,648 | $6,921iApproximate average salary by contribution assumption: employee only about $173,022 at 4% or $115,348 at 6%; with 50% employer match about $115,348 at 4% or $76,899 at 6%; with 100% employer match about $86,511 at 4% or $57,674 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 232 | $10,158,807 | $1,605,648 | $6,921iApproximate average salary by contribution assumption: employee only about $173,022 at 4% or $115,348 at 6%; with 50% employer match about $115,348 at 4% or $76,899 at 6%; with 100% employer match about $86,511 at 4% or $57,674 at 6%. |
| Pre-Tax Premium Plan | - | 230 | - | - | - |
| 2002 | 2 | 226 | $7,375,695 | $1,374,853 | $6,083iApproximate average salary by contribution assumption: employee only about $152,086 at 4% or $101,390 at 6%; with 50% employer match about $101,390 at 4% or $67,594 at 6%; with 100% employer match about $76,043 at 4% or $50,695 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 226 | $7,375,695 | $1,374,853 | $6,083iApproximate average salary by contribution assumption: employee only about $152,086 at 4% or $101,390 at 6%; with 50% employer match about $101,390 at 4% or $67,594 at 6%; with 100% employer match about $76,043 at 4% or $50,695 at 6%. |
| Pre-Tax Premium Plan | - | 226 | - | - | - |
| 2001 | 2 | 221 | $0 | $0 | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 221 | - | - | - |
| Enterprise Bank and Trust Company 401(K) Plan | - | 218 | - | - | - |
| 2000 | 2 | 204 | $7,258,642 | $997,955 | $4,892iApproximate average salary by contribution assumption: employee only about $122,298 at 4% or $81,532 at 6%; with 50% employer match about $81,532 at 4% or $54,355 at 6%; with 100% employer match about $61,149 at 4% or $40,766 at 6%. |
| Enterprise Bank and Trust Company 401(K) Plan | - | 187 | $7,258,642 | $997,955 | $5,337iApproximate average salary by contribution assumption: employee only about $133,416 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%. |
| Enterprise Bank and Trust Long Term Disability Plan | - | 204 | - | - | - |
| 1999 | 2 | 136 | $0 | $0 | - |
| Pre-Tax Premium Plan | - | 136 | - | - | - |
| Enterprise Bank and Trust Long Term Disability Plan | - | 132 | - | - | - |