Civic Intelligence

First Personal Bank

Plan context: First Personal Bank 401(K) Plan

EIN 36-4311031 • 18 filings • 2 plans

Current Snapshot

Latest Year

2017

2017 Participants

35

2017 Assets

$2,826,041

2017 Contributions

$171,225

Historical Graphs

Total Assets Over Time

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

$2,826,041$1,413,021$0200020092016YearValue
$2,826,041Latest year 2016

Participants Over Time

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

44220200020082016YearValue
35Latest year 2016

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
201710$0$171,225-
First Personal Bank 401(K) Plan-0-$171,225-
2016135$2,826,041$194,173$5,548iApproximate average salary by contribution assumption: employee only about $138,695 at 4% or $92,463 at 6%; with 50% employer match about $92,463 at 4% or $61,642 at 6%; with 100% employer match about $69,348 at 4% or $46,232 at 6%.
First Personal Bank 401(K) Plan-35$2,826,041$194,173$5,548iApproximate average salary by contribution assumption: employee only about $138,695 at 4% or $92,463 at 6%; with 50% employer match about $92,463 at 4% or $61,642 at 6%; with 100% employer match about $69,348 at 4% or $46,232 at 6%.
2015130$2,418,195$186,292$6,210iApproximate average salary by contribution assumption: employee only about $155,243 at 4% or $103,496 at 6%; with 50% employer match about $103,496 at 4% or $68,997 at 6%; with 100% employer match about $77,622 at 4% or $51,748 at 6%.
First Personal Bank 401(K) Plan-30$2,418,195$186,292$6,210iApproximate average salary by contribution assumption: employee only about $155,243 at 4% or $103,496 at 6%; with 50% employer match about $103,496 at 4% or $68,997 at 6%; with 100% employer match about $77,622 at 4% or $51,748 at 6%.
2014133$2,532,188$173,943$5,271iApproximate average salary by contribution assumption: employee only about $131,775 at 4% or $87,850 at 6%; with 50% employer match about $87,850 at 4% or $58,567 at 6%; with 100% employer match about $65,888 at 4% or $43,925 at 6%.
First Personal Bank 401(K) Plan-33$2,532,188$173,943$5,271iApproximate average salary by contribution assumption: employee only about $131,775 at 4% or $87,850 at 6%; with 50% employer match about $87,850 at 4% or $58,567 at 6%; with 100% employer match about $65,888 at 4% or $43,925 at 6%.
2013137$2,232,307$170,533$4,609iApproximate average salary by contribution assumption: employee only about $115,225 at 4% or $76,817 at 6%; with 50% employer match about $76,817 at 4% or $51,211 at 6%; with 100% employer match about $57,613 at 4% or $38,408 at 6%.
First Personal Bank 401(K) Plan-37$2,232,307$170,533$4,609iApproximate average salary by contribution assumption: employee only about $115,225 at 4% or $76,817 at 6%; with 50% employer match about $76,817 at 4% or $51,211 at 6%; with 100% employer match about $57,613 at 4% or $38,408 at 6%.
2012139$1,828,195$187,250$4,801iApproximate average salary by contribution assumption: employee only about $120,032 at 4% or $80,021 at 6%; with 50% employer match about $80,021 at 4% or $53,348 at 6%; with 100% employer match about $60,016 at 4% or $40,011 at 6%.
First Personal Bank 401(K) Plan-39$1,828,195$187,250$4,801iApproximate average salary by contribution assumption: employee only about $120,032 at 4% or $80,021 at 6%; with 50% employer match about $80,021 at 4% or $53,348 at 6%; with 100% employer match about $60,016 at 4% or $40,011 at 6%.
2011139$1,451,973$178,859$4,586iApproximate average salary by contribution assumption: employee only about $114,653 at 4% or $76,435 at 6%; with 50% employer match about $76,435 at 4% or $50,957 at 6%; with 100% employer match about $57,327 at 4% or $38,218 at 6%.
First Personal Bank 401(K) Plan-39$1,451,973$178,859$4,586iApproximate average salary by contribution assumption: employee only about $114,653 at 4% or $76,435 at 6%; with 50% employer match about $76,435 at 4% or $50,957 at 6%; with 100% employer match about $57,327 at 4% or $38,218 at 6%.
2010137$1,373,755$170,640$4,612iApproximate average salary by contribution assumption: employee only about $115,297 at 4% or $76,865 at 6%; with 50% employer match about $76,865 at 4% or $51,243 at 6%; with 100% employer match about $57,649 at 4% or $38,432 at 6%.
First Personal Bank 401(K) Plan-37$1,373,755$170,640$4,612iApproximate average salary by contribution assumption: employee only about $115,297 at 4% or $76,865 at 6%; with 50% employer match about $76,865 at 4% or $51,243 at 6%; with 100% employer match about $57,649 at 4% or $38,432 at 6%.
2009138$1,200,440$188,076$4,949iApproximate average salary by contribution assumption: employee only about $123,734 at 4% or $82,489 at 6%; with 50% employer match about $82,489 at 4% or $54,993 at 6%; with 100% employer match about $61,867 at 4% or $41,245 at 6%.
First Personal Bank 401(K) Plan-38$1,200,440$188,076$4,949iApproximate average salary by contribution assumption: employee only about $123,734 at 4% or $82,489 at 6%; with 50% employer match about $82,489 at 4% or $54,993 at 6%; with 100% employer match about $61,867 at 4% or $41,245 at 6%.
2008140$802,306$184,042$4,601iApproximate average salary by contribution assumption: employee only about $115,026 at 4% or $76,684 at 6%; with 50% employer match about $76,684 at 4% or $51,123 at 6%; with 100% employer match about $57,513 at 4% or $38,342 at 6%.
First Personal Bank 401(K) Plan-40$802,306$184,042$4,601iApproximate average salary by contribution assumption: employee only about $115,026 at 4% or $76,684 at 6%; with 50% employer match about $76,684 at 4% or $51,123 at 6%; with 100% employer match about $57,513 at 4% or $38,342 at 6%.
2007143$1,331,168$181,035$4,210iApproximate average salary by contribution assumption: employee only about $105,253 at 4% or $70,169 at 6%; with 50% employer match about $70,169 at 4% or $46,779 at 6%; with 100% employer match about $52,626 at 4% or $35,084 at 6%.
First Personal Bank 401(K) Plan-43$1,331,168$181,035$4,210iApproximate average salary by contribution assumption: employee only about $105,253 at 4% or $70,169 at 6%; with 50% employer match about $70,169 at 4% or $46,779 at 6%; with 100% employer match about $52,626 at 4% or $35,084 at 6%.
2006144$1,034,453$282,078$6,411iApproximate average salary by contribution assumption: employee only about $160,272 at 4% or $106,848 at 6%; with 50% employer match about $106,848 at 4% or $71,232 at 6%; with 100% employer match about $80,136 at 4% or $53,424 at 6%.
First Personal Bank 401(K) Plan-44$1,034,453$282,078$6,411iApproximate average salary by contribution assumption: employee only about $160,272 at 4% or $106,848 at 6%; with 50% employer match about $106,848 at 4% or $71,232 at 6%; with 100% employer match about $80,136 at 4% or $53,424 at 6%.
2005136$675,794$139,555$3,877iApproximate average salary by contribution assumption: employee only about $96,913 at 4% or $64,609 at 6%; with 50% employer match about $64,609 at 4% or $43,073 at 6%; with 100% employer match about $48,457 at 4% or $32,304 at 6%.
First Personal Bank 401(K) Plan-36$675,794$139,555$3,877iApproximate average salary by contribution assumption: employee only about $96,913 at 4% or $64,609 at 6%; with 50% employer match about $64,609 at 4% or $43,073 at 6%; with 100% employer match about $48,457 at 4% or $32,304 at 6%.
2004131$482,919$124,192$4,006iApproximate average salary by contribution assumption: employee only about $100,155 at 4% or $66,770 at 6%; with 50% employer match about $66,770 at 4% or $44,513 at 6%; with 100% employer match about $50,077 at 4% or $33,385 at 6%.
First Personal Bank 401(K) Plan-31$482,919$124,192$4,006iApproximate average salary by contribution assumption: employee only about $100,155 at 4% or $66,770 at 6%; with 50% employer match about $66,770 at 4% or $44,513 at 6%; with 100% employer match about $50,077 at 4% or $33,385 at 6%.
2003131$324,663$109,624$3,536iApproximate average salary by contribution assumption: employee only about $88,406 at 4% or $58,938 at 6%; with 50% employer match about $58,938 at 4% or $39,292 at 6%; with 100% employer match about $44,203 at 4% or $29,469 at 6%.
First Personal Bank 401(K) Plan-31$324,663$109,624$3,536iApproximate average salary by contribution assumption: employee only about $88,406 at 4% or $58,938 at 6%; with 50% employer match about $58,938 at 4% or $39,292 at 6%; with 100% employer match about $44,203 at 4% or $29,469 at 6%.
2002125$151,351$71,171$2,847iApproximate average salary by contribution assumption: employee only about $71,171 at 4% or $47,447 at 6%; with 50% employer match about $47,447 at 4% or $31,632 at 6%; with 100% employer match about $35,586 at 4% or $23,724 at 6%.
First Personal Bank 401(K) Plan-25$151,351$71,171$2,847iApproximate average salary by contribution assumption: employee only about $71,171 at 4% or $47,447 at 6%; with 50% employer match about $47,447 at 4% or $31,632 at 6%; with 100% employer match about $35,586 at 4% or $23,724 at 6%.
2001120$0$0-
First Personal Bank 401(K) Plan-20---
2000126$34,744$39,773$1,530iApproximate average salary by contribution assumption: employee only about $38,243 at 4% or $25,496 at 6%; with 50% employer match about $25,496 at 4% or $16,997 at 6%; with 100% employer match about $19,122 at 4% or $12,748 at 6%.
First Personal Bank 401(K) Plan-26$34,744$39,773$1,530iApproximate average salary by contribution assumption: employee only about $38,243 at 4% or $25,496 at 6%; with 50% employer match about $25,496 at 4% or $16,997 at 6%; with 100% employer match about $19,122 at 4% or $12,748 at 6%.