Isabella Bank & Trust
Plan context: Isabella Bank & Trust Employee Stock Ownership Plan
EIN 38-0681630 • 15 filings • 9 plans
Current Snapshot
Latest Year
2002
2002 Participants
288
2002 Assets
$7,517,398
2002 Contributions
$396,222
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 288 | $7,517,398 | $396,222 | $1,376iApproximate average salary by contribution assumption: employee only about $34,394 at 4% or $22,930 at 6%; with 50% employer match about $22,930 at 4% or $15,286 at 6%; with 100% employer match about $17,197 at 4% or $11,465 at 6%. |
| Isabella Bank & Trust Employee Stock Ownership Plan | - | 257 | $5,536,754 | $186,237 | $725iApproximate average salary by contribution assumption: employee only about $18,116 at 4% or $12,078 at 6%; with 50% employer match about $12,078 at 4% or $8,052 at 6%; with 100% employer match about $9,058 at 4% or $6,039 at 6%. |
| IBT PERSONNEL, LLC DBA IBTFSB 401K PLAN | - | 288 | $1,980,644 | $209,985 | $729iApproximate average salary by contribution assumption: employee only about $18,228 at 4% or $12,152 at 6%; with 50% employer match about $12,152 at 4% or $8,101 at 6%; with 100% employer match about $9,114 at 4% or $6,076 at 6%. |
| 2001 | 2 | 254 | $7,506,263 | $333,069 | $1,311iApproximate average salary by contribution assumption: employee only about $32,782 at 4% or $21,855 at 6%; with 50% employer match about $21,855 at 4% or $14,570 at 6%; with 100% employer match about $16,391 at 4% or $10,927 at 6%. |
| Isabella Bank & Trust Employee Stock Ownership Plan | - | 246 | $5,258,636 | $137,932 | $561iApproximate average salary by contribution assumption: employee only about $14,017 at 4% or $9,345 at 6%; with 50% employer match about $9,345 at 4% or $6,230 at 6%; with 100% employer match about $7,009 at 4% or $4,672 at 6%. |
| ISABELLA BANK AND TRUST EMPLOYEES 401K PLAN AND TRUST | - | 254 | $2,247,627 | $195,137 | $768iApproximate average salary by contribution assumption: employee only about $19,206 at 4% or $12,804 at 6%; with 50% employer match about $12,804 at 4% or $8,536 at 6%; with 100% employer match about $9,603 at 4% or $6,402 at 6%. |
| 2000 | 6 | 199 | $4,974,220 | $188,547 | $947iApproximate average salary by contribution assumption: employee only about $23,687 at 4% or $15,791 at 6%; with 50% employer match about $15,791 at 4% or $10,527 at 6%; with 100% employer match about $11,843 at 4% or $7,896 at 6%. |
| Isabella Bank & Trust Employee Stock Ownership Plan | - | 198 | $4,546,309 | $70,380 | $355iApproximate average salary by contribution assumption: employee only about $8,886 at 4% or $5,924 at 6%; with 50% employer match about $5,924 at 4% or $3,949 at 6%; with 100% employer match about $4,443 at 4% or $2,962 at 6%. |
| ISABELLA BANK AND TRUST EMPLOYEES 401K PLAN AND TRUST | - | 199 | $427,911 | $118,167 | $594iApproximate average salary by contribution assumption: employee only about $14,845 at 4% or $9,897 at 6%; with 50% employer match about $9,897 at 4% or $6,598 at 6%; with 100% employer match about $7,423 at 4% or $4,948 at 6%. |
| Isabella Bank & Trust Life Insurance Plan | - | 199 | - | - | - |
| Isabella Bank & Trust Health & Dental Plan | - | 195 | - | - | - |
| Isabella Bank & Trust Long Term Disability Plan | - | 178 | - | - | - |
| Isabella Bank and Trust Employees Retirement Plan | - | 175 | - | - | - |
| 1999 | 5 | 197 | $9,825,224 | $93,924 | $477iApproximate average salary by contribution assumption: employee only about $11,919 at 4% or $7,946 at 6%; with 50% employer match about $7,946 at 4% or $5,297 at 6%; with 100% employer match about $5,960 at 4% or $3,973 at 6%. |
| Isabella Bank and Trust Employees Retirement Plan | - | 175 | $5,307,367 | - | - |
| Isabella Bank & Trust Employee Stock Ownership Plan | - | 183 | $4,517,857 | $93,924 | $513iApproximate average salary by contribution assumption: employee only about $12,831 at 4% or $8,554 at 6%; with 50% employer match about $8,554 at 4% or $5,703 at 6%; with 100% employer match about $6,416 at 4% or $4,277 at 6%. |
| Isabella Bank & Trust Health & Dental Plan | - | 197 | - | - | - |
| Isabella Bank & Trust Long Term Disability Plan | - | 190 | - | - | - |
| Isabella Bank & Trust Life Insurance Plan | - | 169 | - | - | - |