Civic Intelligence

STONEBRIDGE FINANCIAL

Plan context: Stonebridge Bank 401(K) Plan

EIN 23-2981518 • West Chester, PA • 9 filings • 2 plans

605 Willowbrook LaneWest Chester, PA 19382
Current Snapshot

Latest Year

2015

2015 Participants

30

2015 Assets

$1,538,565

2015 Contributions

$116,341

Historical Graphs

Total Assets Over Time

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

$2,237,530$1,118,765$0200820122015YearValue
$1,538,565Latest year 2015

Participants Over Time

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

66330200720112015YearValue
30Latest year 2015

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
2015130$1,538,565$116,341$3,878iApproximate average salary by contribution assumption: employee only about $96,951 at 4% or $64,634 at 6%; with 50% employer match about $64,634 at 4% or $43,089 at 6%; with 100% employer match about $48,475 at 4% or $32,317 at 6%.
Stonebridge Bank 401(K) Plan-30$1,538,565$116,341$3,878iApproximate average salary by contribution assumption: employee only about $96,951 at 4% or $64,634 at 6%; with 50% employer match about $64,634 at 4% or $43,089 at 6%; with 100% employer match about $48,475 at 4% or $32,317 at 6%.
2014137$2,052,095$170,035$4,596iApproximate average salary by contribution assumption: employee only about $114,889 at 4% or $76,592 at 6%; with 50% employer match about $76,592 at 4% or $51,062 at 6%; with 100% employer match about $57,444 at 4% or $38,296 at 6%.
Stonebridge Bank 401(K) Plan-37$2,052,095$170,035$4,596iApproximate average salary by contribution assumption: employee only about $114,889 at 4% or $76,592 at 6%; with 50% employer match about $76,592 at 4% or $51,062 at 6%; with 100% employer match about $57,444 at 4% or $38,296 at 6%.
2013140$2,162,599$192,898$4,822iApproximate average salary by contribution assumption: employee only about $120,561 at 4% or $80,374 at 6%; with 50% employer match about $80,374 at 4% or $53,583 at 6%; with 100% employer match about $60,281 at 4% or $40,187 at 6%.
Stonebridge Bank 401(K) Plan-40$2,162,599$192,898$4,822iApproximate average salary by contribution assumption: employee only about $120,561 at 4% or $80,374 at 6%; with 50% employer match about $80,374 at 4% or $53,583 at 6%; with 100% employer match about $60,281 at 4% or $40,187 at 6%.
2012139$1,875,660$191,003$4,898iApproximate average salary by contribution assumption: employee only about $122,438 at 4% or $81,625 at 6%; with 50% employer match about $81,625 at 4% or $54,417 at 6%; with 100% employer match about $61,219 at 4% or $40,813 at 6%.
Stonebridge Bank 401(K) Plan-39$1,875,660$191,003$4,898iApproximate average salary by contribution assumption: employee only about $122,438 at 4% or $81,625 at 6%; with 50% employer match about $81,625 at 4% or $54,417 at 6%; with 100% employer match about $61,219 at 4% or $40,813 at 6%.
2011146$2,158,621$164,378$3,573iApproximate average salary by contribution assumption: employee only about $89,336 at 4% or $59,557 at 6%; with 50% employer match about $59,557 at 4% or $39,705 at 6%; with 100% employer match about $44,668 at 4% or $29,779 at 6%.
Stonebridge Bank 401(K) Plan-46$2,158,621$164,378$3,573iApproximate average salary by contribution assumption: employee only about $89,336 at 4% or $59,557 at 6%; with 50% employer match about $59,557 at 4% or $39,705 at 6%; with 100% employer match about $44,668 at 4% or $29,779 at 6%.
2010156$2,237,530$431,914$7,713iApproximate average salary by contribution assumption: employee only about $192,819 at 4% or $128,546 at 6%; with 50% employer match about $128,546 at 4% or $85,697 at 6%; with 100% employer match about $96,409 at 4% or $64,273 at 6%.
Stonebridge Bank 401(K) Plan-56$2,237,530$431,914$7,713iApproximate average salary by contribution assumption: employee only about $192,819 at 4% or $128,546 at 6%; with 50% employer match about $128,546 at 4% or $85,697 at 6%; with 100% employer match about $96,409 at 4% or $64,273 at 6%.
2009163$1,720,837$381,617$6,057iApproximate average salary by contribution assumption: employee only about $151,435 at 4% or $100,957 at 6%; with 50% employer match about $100,957 at 4% or $67,305 at 6%; with 100% employer match about $75,718 at 4% or $50,478 at 6%.
Stonebridge Bank 401(K) Plan-63$1,720,837$381,617$6,057iApproximate average salary by contribution assumption: employee only about $151,435 at 4% or $100,957 at 6%; with 50% employer match about $100,957 at 4% or $67,305 at 6%; with 100% employer match about $75,718 at 4% or $50,478 at 6%.
2008162$1,187,580$420,755$6,786iApproximate average salary by contribution assumption: employee only about $169,659 at 4% or $113,106 at 6%; with 50% employer match about $113,106 at 4% or $75,404 at 6%; with 100% employer match about $84,830 at 4% or $56,553 at 6%.
Stonebridge Bank 401(K) Plan-62$1,187,580$420,755$6,786iApproximate average salary by contribution assumption: employee only about $169,659 at 4% or $113,106 at 6%; with 50% employer match about $113,106 at 4% or $75,404 at 6%; with 100% employer match about $84,830 at 4% or $56,553 at 6%.
2007166$0$0-
Stonebridge Bank 401(K) Plan-66---