Ulster Savings Bank
Plan context: Ulster Savings Bank 401(K) Plan
EIN 14-1136850 • Kingston, NY • 75 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
294
2024 Assets
$64,435,516
2024 Contributions
$3,142,425
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 | 5 | 294 | $64,435,516 | $3,142,425 | $10,689iApproximate average salary by contribution assumption: employee only about $267,213 at 4% or $178,142 at 6%; with 50% employer match about $178,142 at 4% or $118,761 at 6%; with 100% employer match about $133,607 at 4% or $89,071 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 245 | $64,435,516 | $3,142,425 | $12,826iApproximate average salary by contribution assumption: employee only about $320,656 at 4% or $213,770 at 6%; with 50% employer match about $213,770 at 4% or $142,514 at 6%; with 100% employer match about $160,328 at 4% or $106,885 at 6%. |
| Ulster Savings Bank Dental and Vision Plan | - | 232 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 262 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 265 | - | - | - |
| Ulster Savings Bank Medical Plan | - | 294 | - | - | - |
| 2023 | 5 | 305 | $60,485,924 | $3,152,416 | $10,336iApproximate average salary by contribution assumption: employee only about $258,395 at 4% or $172,263 at 6%; with 50% employer match about $172,263 at 4% or $114,842 at 6%; with 100% employer match about $129,197 at 4% or $86,132 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 265 | $60,485,924 | $3,152,416 | $11,896iApproximate average salary by contribution assumption: employee only about $297,398 at 4% or $198,265 at 6%; with 50% employer match about $198,265 at 4% or $132,177 at 6%; with 100% employer match about $148,699 at 4% or $99,133 at 6%. |
| Ulster Savings Bank Medical Plan | - | 305 | - | - | - |
| Ulster Savings Bank Dental and Vision Plan | - | 228 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 256 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 271 | - | - | - |
| 2022 | 5 | 312 | $57,241,571 | $3,261,511 | $10,454iApproximate average salary by contribution assumption: employee only about $261,339 at 4% or $174,226 at 6%; with 50% employer match about $174,226 at 4% or $116,151 at 6%; with 100% employer match about $130,670 at 4% or $87,113 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 253 | $57,241,571 | $3,261,511 | $12,891iApproximate average salary by contribution assumption: employee only about $322,284 at 4% or $214,856 at 6%; with 50% employer match about $214,856 at 4% or $143,237 at 6%; with 100% employer match about $161,142 at 4% or $107,428 at 6%. |
| Ulster Savings Bank Medical Plan | - | 312 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 275 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 273 | - | - | - |
| Ulster Savings Bank Dental and Vision Plan | - | 231 | - | - | - |
| 2021 | 5 | 331 | $65,722,866 | $2,933,912 | $8,864iApproximate average salary by contribution assumption: employee only about $221,595 at 4% or $147,730 at 6%; with 50% employer match about $147,730 at 4% or $98,486 at 6%; with 100% employer match about $110,797 at 4% or $73,865 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 271 | $65,722,866 | $2,933,912 | $10,826iApproximate average salary by contribution assumption: employee only about $270,656 at 4% or $180,437 at 6%; with 50% employer match about $180,437 at 4% or $120,292 at 6%; with 100% employer match about $135,328 at 4% or $90,219 at 6%. |
| Ulster Savings Bank Dental and Vision Plan | - | 231 | - | - | - |
| Ulster Savings Bank Medical Plan | - | 331 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 272 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 266 | - | - | - |
| 2020 | 5 | 348 | $59,398,007 | $2,921,722 | $8,396iApproximate average salary by contribution assumption: employee only about $209,894 at 4% or $139,929 at 6%; with 50% employer match about $139,929 at 4% or $93,286 at 6%; with 100% employer match about $104,947 at 4% or $69,965 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 272 | $59,398,007 | $2,921,722 | $10,742iApproximate average salary by contribution assumption: employee only about $268,541 at 4% or $179,027 at 6%; with 50% employer match about $179,027 at 4% or $119,351 at 6%; with 100% employer match about $134,270 at 4% or $89,514 at 6%. |
| Ulster Savings Bank Short Term Disability Plan | - | 260 | - | - | - |
| Ulster Savings Bank Dental and Vision Plan | - | 235 | - | - | - |
| Ulster Savings Bank Medical Plan | - | 348 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 271 | - | - | - |
| 2019 | 5 | 357 | $52,736,675 | $2,713,019 | $7,599iApproximate average salary by contribution assumption: employee only about $189,987 at 4% or $126,658 at 6%; with 50% employer match about $126,658 at 4% or $84,439 at 6%; with 100% employer match about $94,994 at 4% or $63,329 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 277 | $52,736,675 | $2,713,019 | $9,794iApproximate average salary by contribution assumption: employee only about $244,857 at 4% or $163,238 at 6%; with 50% employer match about $163,238 at 4% or $108,825 at 6%; with 100% employer match about $122,429 at 4% or $81,619 at 6%. |
| Ulster Savings Bank Dental and Vision Plan | - | 233 | - | - | - |
| Ulster Savings Bank Medical Plan | - | 357 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 268 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 266 | - | - | - |
| 2018 | 5 | 388 | $45,020,679 | $2,619,814 | $6,752iApproximate average salary by contribution assumption: employee only about $168,802 at 4% or $112,535 at 6%; with 50% employer match about $112,535 at 4% or $75,023 at 6%; with 100% employer match about $84,401 at 4% or $56,267 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 291 | $45,020,679 | $2,619,814 | $9,003iApproximate average salary by contribution assumption: employee only about $225,070 at 4% or $150,047 at 6%; with 50% employer match about $150,047 at 4% or $100,031 at 6%; with 100% employer match about $112,535 at 4% or $75,023 at 6%. |
| Ulster Savings Bank Medical Plan | - | 388 | - | - | - |
| Ulster Savings Bank Dental and Vision Plan | - | 267 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 284 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 276 | - | - | - |
| 2017 | 5 | 395 | $46,249,729 | $2,306,470 | $5,839iApproximate average salary by contribution assumption: employee only about $145,979 at 4% or $97,319 at 6%; with 50% employer match about $97,319 at 4% or $64,880 at 6%; with 100% employer match about $72,990 at 4% or $48,660 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 301 | $46,249,729 | $2,306,470 | $7,663iApproximate average salary by contribution assumption: employee only about $191,567 at 4% or $127,712 at 6%; with 50% employer match about $127,712 at 4% or $85,141 at 6%; with 100% employer match about $95,784 at 4% or $63,856 at 6%. |
| Ulster Savings Bank Dental and Vision Plan | - | 266 | - | - | - |
| Ulster Savings Bank Medical Plan | - | 395 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 296 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 287 | - | - | - |
| 2016 | 5 | 429 | $40,981,052 | $2,376,346 | $5,539iApproximate average salary by contribution assumption: employee only about $138,482 at 4% or $92,321 at 6%; with 50% employer match about $92,321 at 4% or $61,547 at 6%; with 100% employer match about $69,241 at 4% or $46,161 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 309 | $40,981,052 | $2,376,346 | $7,690iApproximate average salary by contribution assumption: employee only about $192,261 at 4% or $128,174 at 6%; with 50% employer match about $128,174 at 4% or $85,449 at 6%; with 100% employer match about $96,131 at 4% or $64,087 at 6%. |
| Ulster Savings Bank Dental and Vision Plan | - | 262 | - | - | - |
| Ulster Savings Bank Medical Plan | - | 429 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 291 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 285 | - | - | - |
| 2015 | 5 | 438 | $39,111,896 | $2,658,015 | $6,069iApproximate average salary by contribution assumption: employee only about $151,713 at 4% or $101,142 at 6%; with 50% employer match about $101,142 at 4% or $67,428 at 6%; with 100% employer match about $75,857 at 4% or $50,571 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 311 | $39,111,896 | $2,658,015 | $8,547iApproximate average salary by contribution assumption: employee only about $213,667 at 4% or $142,445 at 6%; with 50% employer match about $142,445 at 4% or $94,963 at 6%; with 100% employer match about $106,833 at 4% or $71,222 at 6%. |
| Ulster Savings Bank Dental and Vision Plan | - | 260 | - | - | - |
| Ulster Savings Bank Medical Plan | - | 438 | - | - | - |
| Ulster Savings Bank Short Term Disability Plan | - | 284 | - | - | - |
| Ulster Savings Bank Long Term Disability, Ad&D and Life Insurance Plan | - | 288 | - | - | - |
| 2014 | 1 | 310 | $37,912,541 | $2,235,208 | $7,210iApproximate average salary by contribution assumption: employee only about $180,259 at 4% or $120,172 at 6%; with 50% employer match about $120,172 at 4% or $80,115 at 6%; with 100% employer match about $90,129 at 4% or $60,086 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 310 | $37,912,541 | $2,235,208 | $7,210iApproximate average salary by contribution assumption: employee only about $180,259 at 4% or $120,172 at 6%; with 50% employer match about $120,172 at 4% or $80,115 at 6%; with 100% employer match about $90,129 at 4% or $60,086 at 6%. |
| 2013 | 1 | 333 | $36,573,127 | $2,454,672 | $7,371iApproximate average salary by contribution assumption: employee only about $184,285 at 4% or $122,856 at 6%; with 50% employer match about $122,856 at 4% or $81,904 at 6%; with 100% employer match about $92,142 at 4% or $61,428 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 333 | $36,573,127 | $2,454,672 | $7,371iApproximate average salary by contribution assumption: employee only about $184,285 at 4% or $122,856 at 6%; with 50% employer match about $122,856 at 4% or $81,904 at 6%; with 100% employer match about $92,142 at 4% or $61,428 at 6%. |
| 2012 | 1 | 332 | $32,762,737 | $2,458,271 | $7,404iApproximate average salary by contribution assumption: employee only about $185,111 at 4% or $123,407 at 6%; with 50% employer match about $123,407 at 4% or $82,271 at 6%; with 100% employer match about $92,555 at 4% or $61,704 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 332 | $32,762,737 | $2,458,271 | $7,404iApproximate average salary by contribution assumption: employee only about $185,111 at 4% or $123,407 at 6%; with 50% employer match about $123,407 at 4% or $82,271 at 6%; with 100% employer match about $92,555 at 4% or $61,704 at 6%. |
| 2011 | 1 | 376 | $29,059,527 | $2,104,045 | $5,596iApproximate average salary by contribution assumption: employee only about $139,897 at 4% or $93,264 at 6%; with 50% employer match about $93,264 at 4% or $62,176 at 6%; with 100% employer match about $69,948 at 4% or $46,632 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 376 | $29,059,527 | $2,104,045 | $5,596iApproximate average salary by contribution assumption: employee only about $139,897 at 4% or $93,264 at 6%; with 50% employer match about $93,264 at 4% or $62,176 at 6%; with 100% employer match about $69,948 at 4% or $46,632 at 6%. |
| 2010 | 1 | 374 | $28,640,473 | $2,404,089 | $6,428iApproximate average salary by contribution assumption: employee only about $160,701 at 4% or $107,134 at 6%; with 50% employer match about $107,134 at 4% or $71,423 at 6%; with 100% employer match about $80,351 at 4% or $53,567 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 374 | $28,640,473 | $2,404,089 | $6,428iApproximate average salary by contribution assumption: employee only about $160,701 at 4% or $107,134 at 6%; with 50% employer match about $107,134 at 4% or $71,423 at 6%; with 100% employer match about $80,351 at 4% or $53,567 at 6%. |
| 2009 | 1 | 365 | $25,052,125 | $1,825,927 | $5,003iApproximate average salary by contribution assumption: employee only about $125,063 at 4% or $83,376 at 6%; with 50% employer match about $83,376 at 4% or $55,584 at 6%; with 100% employer match about $62,532 at 4% or $41,688 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 365 | $25,052,125 | $1,825,927 | $5,003iApproximate average salary by contribution assumption: employee only about $125,063 at 4% or $83,376 at 6%; with 50% employer match about $83,376 at 4% or $55,584 at 6%; with 100% employer match about $62,532 at 4% or $41,688 at 6%. |
| 2008 | 2 | 381 | $21,133,422 | $9,989,045 | $26,218iApproximate average salary by contribution assumption: employee only about $655,449 at 4% or $436,966 at 6%; with 50% employer match about $436,966 at 4% or $291,311 at 6%; with 100% employer match about $327,725 at 4% or $218,483 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 381 | $21,133,422 | $7,917,561 | $20,781iApproximate average salary by contribution assumption: employee only about $519,525 at 4% or $346,350 at 6%; with 50% employer match about $346,350 at 4% or $230,900 at 6%; with 100% employer match about $259,763 at 4% or $173,175 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 0 | - | $2,071,484 | - |
| 2007 | 2 | 384 | $41,123,285 | $3,505,759 | $9,130iApproximate average salary by contribution assumption: employee only about $228,240 at 4% or $152,160 at 6%; with 50% employer match about $152,160 at 4% or $101,440 at 6%; with 100% employer match about $114,120 at 4% or $76,080 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 229 | $20,937,949 | $1,306,185 | $5,704iApproximate average salary by contribution assumption: employee only about $142,597 at 4% or $95,064 at 6%; with 50% employer match about $95,064 at 4% or $63,376 at 6%; with 100% employer match about $71,298 at 4% or $47,532 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 384 | $20,185,336 | $2,199,574 | $5,728iApproximate average salary by contribution assumption: employee only about $143,201 at 4% or $95,468 at 6%; with 50% employer match about $95,468 at 4% or $63,645 at 6%; with 100% employer match about $71,601 at 4% or $47,734 at 6%. |
| 2006 | 2 | 379 | $36,940,306 | $5,365,410 | $14,157iApproximate average salary by contribution assumption: employee only about $353,919 at 4% or $235,946 at 6%; with 50% employer match about $235,946 at 4% or $157,297 at 6%; with 100% employer match about $176,959 at 4% or $117,973 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 253 | $19,456,622 | $3,978,158 | $15,724iApproximate average salary by contribution assumption: employee only about $393,099 at 4% or $262,066 at 6%; with 50% employer match about $262,066 at 4% or $174,710 at 6%; with 100% employer match about $196,549 at 4% or $131,033 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 379 | $17,483,684 | $1,387,252 | $3,660iApproximate average salary by contribution assumption: employee only about $91,507 at 4% or $61,005 at 6%; with 50% employer match about $61,005 at 4% or $40,670 at 6%; with 100% employer match about $45,754 at 4% or $30,502 at 6%. |
| 2005 | 2 | 350 | $29,038,295 | $905,603 | $2,587iApproximate average salary by contribution assumption: employee only about $64,686 at 4% or $43,124 at 6%; with 50% employer match about $43,124 at 4% or $28,749 at 6%; with 100% employer match about $32,343 at 4% or $21,562 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 350 | $14,694,906 | $905,603 | $2,587iApproximate average salary by contribution assumption: employee only about $64,686 at 4% or $43,124 at 6%; with 50% employer match about $43,124 at 4% or $28,749 at 6%; with 100% employer match about $32,343 at 4% or $21,562 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 257 | $14,343,389 | - | - |
| 2004 | 2 | 344 | $27,750,905 | $3,720,397 | $10,815iApproximate average salary by contribution assumption: employee only about $270,378 at 4% or $180,252 at 6%; with 50% employer match about $180,252 at 4% or $120,168 at 6%; with 100% employer match about $135,189 at 4% or $90,126 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 249 | $14,322,877 | $1,828,604 | $7,344iApproximate average salary by contribution assumption: employee only about $183,595 at 4% or $122,397 at 6%; with 50% employer match about $122,397 at 4% or $81,598 at 6%; with 100% employer match about $91,797 at 4% or $61,198 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 344 | $13,428,028 | $1,891,793 | $5,499iApproximate average salary by contribution assumption: employee only about $137,485 at 4% or $91,657 at 6%; with 50% employer match about $91,657 at 4% or $61,104 at 6%; with 100% employer match about $68,742 at 4% or $45,828 at 6%. |
| 2003 | 2 | 256 | $22,909,583 | $1,610,319 | $6,290iApproximate average salary by contribution assumption: employee only about $157,258 at 4% or $104,838 at 6%; with 50% employer match about $104,838 at 4% or $69,892 at 6%; with 100% employer match about $78,629 at 4% or $52,419 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 256 | $11,548,067 | - | - |
| Ulster Savings Bank 401(K) Plan | - | 239 | $11,361,516 | $1,610,319 | $6,738iApproximate average salary by contribution assumption: employee only about $168,443 at 4% or $112,296 at 6%; with 50% employer match about $112,296 at 4% or $74,864 at 6%; with 100% employer match about $84,222 at 4% or $56,148 at 6%. |
| 2002 | 2 | 239 | $8,495,716 | $1,152,299 | $4,821iApproximate average salary by contribution assumption: employee only about $120,533 at 4% or $80,356 at 6%; with 50% employer match about $80,356 at 4% or $53,570 at 6%; with 100% employer match about $60,267 at 4% or $40,178 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 239 | $8,495,716 | $1,152,299 | $4,821iApproximate average salary by contribution assumption: employee only about $120,533 at 4% or $80,356 at 6%; with 50% employer match about $80,356 at 4% or $53,570 at 6%; with 100% employer match about $60,267 at 4% or $40,178 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 222 | - | - | - |
| 2001 | 2 | 221 | $16,443,520 | $881,473 | $3,989iApproximate average salary by contribution assumption: employee only about $99,714 at 4% or $66,476 at 6%; with 50% employer match about $66,476 at 4% or $44,317 at 6%; with 100% employer match about $49,857 at 4% or $33,238 at 6%. |
| Ulster Savings Bank 401(K) Plan | - | 221 | $8,641,582 | $881,473 | $3,989iApproximate average salary by contribution assumption: employee only about $99,714 at 4% or $66,476 at 6%; with 50% employer match about $66,476 at 4% or $44,317 at 6%; with 100% employer match about $49,857 at 4% or $33,238 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 212 | $7,801,938 | - | - |
| 2000 | 2 | 191 | $16,555,250 | $766,656 | $4,014iApproximate average salary by contribution assumption: employee only about $100,348 at 4% or $66,898 at 6%; with 50% employer match about $66,898 at 4% or $44,599 at 6%; with 100% employer match about $50,174 at 4% or $33,449 at 6%. |
| Ulster Savings Bank Employee Retirement Plan | - | 191 | $8,549,150 | - | - |
| Ulster Savings Bank 401(K) Plan | - | 186 | $8,006,100 | $766,656 | $4,122iApproximate average salary by contribution assumption: employee only about $103,045 at 4% or $68,697 at 6%; with 50% employer match about $68,697 at 4% or $45,798 at 6%; with 100% employer match about $51,523 at 4% or $34,348 at 6%. |
| 1999 | 1 | 148 | $9,561,307 | $0 | - |
| Ulster Savings Bank Employee Retirement Plan | - | 148 | $9,561,307 | - | - |