Montrose State Bank
Plan context: Montrose State Bank Employees Investment & Profit Sharing Plan
EIN 38-0848560 • 9 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
35
2008 Assets
$931,298
2008 Contributions
$18,218
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $18,218 | - |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 0 | - | $18,218 | - |
| 2007 | 1 | 35 | $931,298 | $86,078 | $2,459iApproximate average salary by contribution assumption: employee only about $61,484 at 4% or $40,990 at 6%; with 50% employer match about $40,990 at 4% or $27,326 at 6%; with 100% employer match about $30,742 at 4% or $20,495 at 6%. |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 35 | $931,298 | $86,078 | $2,459iApproximate average salary by contribution assumption: employee only about $61,484 at 4% or $40,990 at 6%; with 50% employer match about $40,990 at 4% or $27,326 at 6%; with 100% employer match about $30,742 at 4% or $20,495 at 6%. |
| 2006 | 1 | 35 | $821,779 | $73,854 | $2,110iApproximate average salary by contribution assumption: employee only about $52,753 at 4% or $35,169 at 6%; with 50% employer match about $35,169 at 4% or $23,446 at 6%; with 100% employer match about $26,376 at 4% or $17,584 at 6%. |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 35 | $821,779 | $73,854 | $2,110iApproximate average salary by contribution assumption: employee only about $52,753 at 4% or $35,169 at 6%; with 50% employer match about $35,169 at 4% or $23,446 at 6%; with 100% employer match about $26,376 at 4% or $17,584 at 6%. |
| 2005 | 1 | 36 | $710,453 | $60,820 | $1,689iApproximate average salary by contribution assumption: employee only about $42,236 at 4% or $28,157 at 6%; with 50% employer match about $28,157 at 4% or $18,772 at 6%; with 100% employer match about $21,118 at 4% or $14,079 at 6%. |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 36 | $710,453 | $60,820 | $1,689iApproximate average salary by contribution assumption: employee only about $42,236 at 4% or $28,157 at 6%; with 50% employer match about $28,157 at 4% or $18,772 at 6%; with 100% employer match about $21,118 at 4% or $14,079 at 6%. |
| 2004 | 1 | 32 | $671,212 | $54,123 | $1,691iApproximate average salary by contribution assumption: employee only about $42,284 at 4% or $28,189 at 6%; with 50% employer match about $28,189 at 4% or $18,793 at 6%; with 100% employer match about $21,142 at 4% or $14,095 at 6%. |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 32 | $671,212 | $54,123 | $1,691iApproximate average salary by contribution assumption: employee only about $42,284 at 4% or $28,189 at 6%; with 50% employer match about $28,189 at 4% or $18,793 at 6%; with 100% employer match about $21,142 at 4% or $14,095 at 6%. |
| 2003 | 1 | 34 | $611,205 | $47,097 | $1,385iApproximate average salary by contribution assumption: employee only about $34,630 at 4% or $23,087 at 6%; with 50% employer match about $23,087 at 4% or $15,391 at 6%; with 100% employer match about $17,315 at 4% or $11,543 at 6%. |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 34 | $611,205 | $47,097 | $1,385iApproximate average salary by contribution assumption: employee only about $34,630 at 4% or $23,087 at 6%; with 50% employer match about $23,087 at 4% or $15,391 at 6%; with 100% employer match about $17,315 at 4% or $11,543 at 6%. |
| 2002 | 1 | 31 | $539,641 | $41,386 | $1,335iApproximate average salary by contribution assumption: employee only about $33,376 at 4% or $22,251 at 6%; with 50% employer match about $22,251 at 4% or $14,834 at 6%; with 100% employer match about $16,688 at 4% or $11,125 at 6%. |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 31 | $539,641 | $41,386 | $1,335iApproximate average salary by contribution assumption: employee only about $33,376 at 4% or $22,251 at 6%; with 50% employer match about $22,251 at 4% or $14,834 at 6%; with 100% employer match about $16,688 at 4% or $11,125 at 6%. |
| 2001 | 1 | 31 | $608,587 | $49,080 | $1,583iApproximate average salary by contribution assumption: employee only about $39,581 at 4% or $26,387 at 6%; with 50% employer match about $26,387 at 4% or $17,591 at 6%; with 100% employer match about $19,790 at 4% or $13,194 at 6%. |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 31 | $608,587 | $49,080 | $1,583iApproximate average salary by contribution assumption: employee only about $39,581 at 4% or $26,387 at 6%; with 50% employer match about $26,387 at 4% or $17,591 at 6%; with 100% employer match about $19,790 at 4% or $13,194 at 6%. |
| 2000 | 1 | 0 | $559,981 | $50,770 | - |
| Montrose State Bank Employees Investment & Profit Sharing Plan | - | 0 | $559,981 | $50,770 | - |