Civic Intelligence

Exchange Financial Corporation

Plan context: Exchange Financial Corporation Employees Investment Plan & Trust

EIN 38-2401086 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

18

2008 Assets

$729,992

2008 Contributions

$34,212

Historical Graphs

Total Assets Over Time

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

$1,097,331$548,666$0199920042007YearValue
$729,992Latest year 2007

Participants Over Time

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

32160199920032006YearValue
18Latest year 2006

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
200810$0$0-
Exchange Financial Corporation Employees Investment Plan & Trust-0---
200710$729,992$34,212-
Exchange Financial Corporation Employees Investment Plan & Trust-0$729,992$34,212-
2006118$1,097,331$60,892$3,383iApproximate average salary by contribution assumption: employee only about $84,572 at 4% or $56,381 at 6%; with 50% employer match about $56,381 at 4% or $37,588 at 6%; with 100% employer match about $42,286 at 4% or $28,191 at 6%.
Exchange Financial Corporation Employees Investment Plan & Trust-18$1,097,331$60,892$3,383iApproximate average salary by contribution assumption: employee only about $84,572 at 4% or $56,381 at 6%; with 50% employer match about $56,381 at 4% or $37,588 at 6%; with 100% employer match about $42,286 at 4% or $28,191 at 6%.
2005132$1,075,298$233,038$7,282iApproximate average salary by contribution assumption: employee only about $182,061 at 4% or $121,374 at 6%; with 50% employer match about $121,374 at 4% or $80,916 at 6%; with 100% employer match about $91,030 at 4% or $60,687 at 6%.
Exchange Financial Corporation Employees Investment Plan & Trust-32$1,075,298$233,038$7,282iApproximate average salary by contribution assumption: employee only about $182,061 at 4% or $121,374 at 6%; with 50% employer match about $121,374 at 4% or $80,916 at 6%; with 100% employer match about $91,030 at 4% or $60,687 at 6%.
2004131$912,308$133,375$4,302iApproximate average salary by contribution assumption: employee only about $107,560 at 4% or $71,707 at 6%; with 50% employer match about $71,707 at 4% or $47,805 at 6%; with 100% employer match about $53,780 at 4% or $35,853 at 6%.
Exchange Financial Corporation Employees Investment Plan & Trust-31$912,308$133,375$4,302iApproximate average salary by contribution assumption: employee only about $107,560 at 4% or $71,707 at 6%; with 50% employer match about $71,707 at 4% or $47,805 at 6%; with 100% employer match about $53,780 at 4% or $35,853 at 6%.
2003131$765,189$187,661$6,054iApproximate average salary by contribution assumption: employee only about $151,340 at 4% or $100,893 at 6%; with 50% employer match about $100,893 at 4% or $67,262 at 6%; with 100% employer match about $75,670 at 4% or $50,447 at 6%.
Exchange Financial Corporation Employees Investment Plan & Trust-31$765,189$187,661$6,054iApproximate average salary by contribution assumption: employee only about $151,340 at 4% or $100,893 at 6%; with 50% employer match about $100,893 at 4% or $67,262 at 6%; with 100% employer match about $75,670 at 4% or $50,447 at 6%.
2002123$0$0-
Exchange Financial Corporation Employees Investment Plan & Trust-23---
2001118$420,125$104,704$5,817iApproximate average salary by contribution assumption: employee only about $145,422 at 4% or $96,948 at 6%; with 50% employer match about $96,948 at 4% or $64,632 at 6%; with 100% employer match about $72,711 at 4% or $48,474 at 6%.
Exchange Financial Corporation Employees Investment Plan & Trust-18$420,125$104,704$5,817iApproximate average salary by contribution assumption: employee only about $145,422 at 4% or $96,948 at 6%; with 50% employer match about $96,948 at 4% or $64,632 at 6%; with 100% employer match about $72,711 at 4% or $48,474 at 6%.
2000121$0$0-
Exchange Financial Corporation Employees Investment Plan & Trust-21---
1999126$645,732$81,146$3,121iApproximate average salary by contribution assumption: employee only about $78,025 at 4% or $52,017 at 6%; with 50% employer match about $52,017 at 4% or $34,678 at 6%; with 100% employer match about $39,013 at 4% or $26,008 at 6%.
Exchange Financial Corporation Employees Investment Plan & Trust-26$645,732$81,146$3,121iApproximate average salary by contribution assumption: employee only about $78,025 at 4% or $52,017 at 6%; with 50% employer match about $52,017 at 4% or $34,678 at 6%; with 100% employer match about $39,013 at 4% or $26,008 at 6%.