Civic Intelligence

Greenleaf Trust

Plan context: Greenleaf Trust 401K Plan

EIN 38-3416104 • 50 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

244

2024 Assets

$96,679,035

2024 Contributions

$7,466,538

Historical Graphs

Total Assets Over Time

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

$96,679,035$48,339,518$0199920122024YearValue
$96,679,035Latest year 2024

Participants Over Time

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

2441220199920122024YearValue
244Latest year 2024

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
20242244$96,679,035$7,466,538$30,601iApproximate average salary by contribution assumption: employee only about $765,014 at 4% or $510,009 at 6%; with 50% employer match about $510,009 at 4% or $340,006 at 6%; with 100% employer match about $382,507 at 4% or $255,005 at 6%.
Greenleaf Trust 401K Plan-244$90,038,927$7,466,538$30,601iApproximate average salary by contribution assumption: employee only about $765,014 at 4% or $510,009 at 6%; with 50% employer match about $510,009 at 4% or $340,006 at 6%; with 100% employer match about $382,507 at 4% or $255,005 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$6,640,108--
20232238$84,208,599$6,657,763$27,974iApproximate average salary by contribution assumption: employee only about $699,345 at 4% or $466,230 at 6%; with 50% employer match about $466,230 at 4% or $310,820 at 6%; with 100% employer match about $349,672 at 4% or $233,115 at 6%.
Greenleaf Trust 401K Plan-238$78,057,560$6,657,763$27,974iApproximate average salary by contribution assumption: employee only about $699,345 at 4% or $466,230 at 6%; with 50% employer match about $466,230 at 4% or $310,820 at 6%; with 100% employer match about $349,672 at 4% or $233,115 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$6,151,039--
20222219$67,064,552$5,826,311$26,604iApproximate average salary by contribution assumption: employee only about $665,104 at 4% or $443,403 at 6%; with 50% employer match about $443,403 at 4% or $295,602 at 6%; with 100% employer match about $332,552 at 4% or $221,701 at 6%.
Greenleaf Trust 401K Plan-219$60,769,943$5,826,311$26,604iApproximate average salary by contribution assumption: employee only about $665,104 at 4% or $443,403 at 6%; with 50% employer match about $443,403 at 4% or $295,602 at 6%; with 100% employer match about $332,552 at 4% or $221,701 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$6,294,609--
20212206$77,796,781$4,672,635$22,683iApproximate average salary by contribution assumption: employee only about $567,067 at 4% or $378,045 at 6%; with 50% employer match about $378,045 at 4% or $252,030 at 6%; with 100% employer match about $283,534 at 4% or $189,022 at 6%.
Greenleaf Trust 401K Plan-206$72,213,709$4,672,635$22,683iApproximate average salary by contribution assumption: employee only about $567,067 at 4% or $378,045 at 6%; with 50% employer match about $378,045 at 4% or $252,030 at 6%; with 100% employer match about $283,534 at 4% or $189,022 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$5,583,072--
20202188$66,613,183$5,388,327$28,661iApproximate average salary by contribution assumption: employee only about $716,533 at 4% or $477,689 at 6%; with 50% employer match about $477,689 at 4% or $318,459 at 6%; with 100% employer match about $358,266 at 4% or $238,844 at 6%.
Greenleaf Trust 401K Plan-188$59,668,676$5,388,327$28,661iApproximate average salary by contribution assumption: employee only about $716,533 at 4% or $477,689 at 6%; with 50% employer match about $477,689 at 4% or $318,459 at 6%; with 100% employer match about $358,266 at 4% or $238,844 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$6,944,507--
20192180$52,137,535$4,071,838$22,621iApproximate average salary by contribution assumption: employee only about $565,533 at 4% or $377,022 at 6%; with 50% employer match about $377,022 at 4% or $251,348 at 6%; with 100% employer match about $282,767 at 4% or $188,511 at 6%.
Greenleaf Trust 401K Plan-180$46,890,711$4,071,838$22,621iApproximate average salary by contribution assumption: employee only about $565,533 at 4% or $377,022 at 6%; with 50% employer match about $377,022 at 4% or $251,348 at 6%; with 100% employer match about $282,767 at 4% or $188,511 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$5,246,824--
20182169$41,761,667$4,038,988$23,899iApproximate average salary by contribution assumption: employee only about $597,483 at 4% or $398,322 at 6%; with 50% employer match about $398,322 at 4% or $265,548 at 6%; with 100% employer match about $298,742 at 4% or $199,161 at 6%.
Greenleaf Trust 401K Plan-169$36,935,812$4,038,988$23,899iApproximate average salary by contribution assumption: employee only about $597,483 at 4% or $398,322 at 6%; with 50% employer match about $398,322 at 4% or $265,548 at 6%; with 100% employer match about $298,742 at 4% or $199,161 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$4,825,855--
20172157$39,842,115$5,001,970$31,860iApproximate average salary by contribution assumption: employee only about $796,492 at 4% or $530,995 at 6%; with 50% employer match about $530,995 at 4% or $353,996 at 6%; with 100% employer match about $398,246 at 4% or $265,497 at 6%.
Greenleaf Trust 401K Plan-157$35,333,478$5,001,970$31,860iApproximate average salary by contribution assumption: employee only about $796,492 at 4% or $530,995 at 6%; with 50% employer match about $530,995 at 4% or $353,996 at 6%; with 100% employer match about $398,246 at 4% or $265,497 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$4,508,637--
20162142$30,470,271$3,900,236$27,466iApproximate average salary by contribution assumption: employee only about $686,661 at 4% or $457,774 at 6%; with 50% employer match about $457,774 at 4% or $305,183 at 6%; with 100% employer match about $343,331 at 4% or $228,887 at 6%.
Greenleaf Trust 401K Plan-142$26,210,550$3,900,236$27,466iApproximate average salary by contribution assumption: employee only about $686,661 at 4% or $457,774 at 6%; with 50% employer match about $457,774 at 4% or $305,183 at 6%; with 100% employer match about $343,331 at 4% or $228,887 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$4,259,721--
20152132$23,965,830$2,459,680$18,634iApproximate average salary by contribution assumption: employee only about $465,848 at 4% or $310,566 at 6%; with 50% employer match about $310,566 at 4% or $207,044 at 6%; with 100% employer match about $232,924 at 4% or $155,283 at 6%.
Greenleaf Trust 401K Plan-132$20,793,462$2,459,680$18,634iApproximate average salary by contribution assumption: employee only about $465,848 at 4% or $310,566 at 6%; with 50% employer match about $310,566 at 4% or $207,044 at 6%; with 100% employer match about $232,924 at 4% or $155,283 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$3,172,368--
20142131$22,550,955$2,275,689$17,372iApproximate average salary by contribution assumption: employee only about $434,292 at 4% or $289,528 at 6%; with 50% employer match about $289,528 at 4% or $193,019 at 6%; with 100% employer match about $217,146 at 4% or $144,764 at 6%.
Greenleaf Trust 401K Plan-131$19,018,773$2,275,689$17,372iApproximate average salary by contribution assumption: employee only about $434,292 at 4% or $289,528 at 6%; with 50% employer match about $289,528 at 4% or $193,019 at 6%; with 100% employer match about $217,146 at 4% or $144,764 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$3,532,182--
20132122$19,836,736$2,471,954$20,262iApproximate average salary by contribution assumption: employee only about $506,548 at 4% or $337,699 at 6%; with 50% employer match about $337,699 at 4% or $225,132 at 6%; with 100% employer match about $253,274 at 4% or $168,849 at 6%.
Greenleaf Trust 401K Plan-122$16,453,734$2,471,954$20,262iApproximate average salary by contribution assumption: employee only about $506,548 at 4% or $337,699 at 6%; with 50% employer match about $337,699 at 4% or $225,132 at 6%; with 100% employer match about $253,274 at 4% or $168,849 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$3,383,002--
20122106$14,953,996$2,287,085$21,576iApproximate average salary by contribution assumption: employee only about $539,407 at 4% or $359,605 at 6%; with 50% employer match about $359,605 at 4% or $239,736 at 6%; with 100% employer match about $269,703 at 4% or $179,802 at 6%.
Greenleaf Trust 401K Plan-106$12,084,840$2,287,085$21,576iApproximate average salary by contribution assumption: employee only about $539,407 at 4% or $359,605 at 6%; with 50% employer match about $359,605 at 4% or $239,736 at 6%; with 100% employer match about $269,703 at 4% or $179,802 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$2,869,156--
2011298$11,598,744$1,356,723$13,844iApproximate average salary by contribution assumption: employee only about $346,103 at 4% or $230,735 at 6%; with 50% employer match about $230,735 at 4% or $153,823 at 6%; with 100% employer match about $173,051 at 4% or $115,368 at 6%.
Greenleaf Trust 401K Plan-98$8,983,405$1,356,723$13,844iApproximate average salary by contribution assumption: employee only about $346,103 at 4% or $230,735 at 6%; with 50% employer match about $230,735 at 4% or $153,823 at 6%; with 100% employer match about $173,051 at 4% or $115,368 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$2,615,339--
2010296$10,787,421$1,335,973$13,916iApproximate average salary by contribution assumption: employee only about $347,910 at 4% or $231,940 at 6%; with 50% employer match about $231,940 at 4% or $154,627 at 6%; with 100% employer match about $173,955 at 4% or $115,970 at 6%.
Greenleaf Trust 401K Plan-96$8,088,359$1,335,973$13,916iApproximate average salary by contribution assumption: employee only about $347,910 at 4% or $231,940 at 6%; with 50% employer match about $231,940 at 4% or $154,627 at 6%; with 100% employer match about $173,955 at 4% or $115,970 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$2,699,062--
2009295$8,495,664$1,543,678$16,249iApproximate average salary by contribution assumption: employee only about $406,231 at 4% or $270,821 at 6%; with 50% employer match about $270,821 at 4% or $180,547 at 6%; with 100% employer match about $203,116 at 4% or $135,410 at 6%.
Greenleaf Trust 401K Plan-95$5,881,380$1,157,596$12,185iApproximate average salary by contribution assumption: employee only about $304,631 at 4% or $203,087 at 6%; with 50% employer match about $203,087 at 4% or $135,391 at 6%; with 100% employer match about $152,315 at 4% or $101,544 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans--$2,614,284$386,082-
2008283$5,602,210$1,210,550$14,585iApproximate average salary by contribution assumption: employee only about $364,623 at 4% or $243,082 at 6%; with 50% employer match about $243,082 at 4% or $162,055 at 6%; with 100% employer match about $182,312 at 4% or $121,541 at 6%.
Greenleaf Trust 401K Plan-83$3,593,666$975,095$11,748iApproximate average salary by contribution assumption: employee only about $293,703 at 4% or $195,802 at 6%; with 50% employer match about $195,802 at 4% or $130,535 at 6%; with 100% employer match about $146,852 at 4% or $97,901 at 6%.
The Heritage Community of Kalamazoo Savings and 40 3(B) Plans-0$2,008,544$235,455-
2007267$2,614,284$386,082$5,762iApproximate average salary by contribution assumption: employee only about $144,060 at 4% or $96,040 at 6%; with 50% employer match about $96,040 at 4% or $64,027 at 6%; with 100% employer match about $72,030 at 4% or $48,020 at 6%.
Greenleaf Trust 401K Plan-0$2,614,284$386,082-
Greenleaf Trust 401K Plan-67---
2006258$6,964,782$1,056,066$18,208iApproximate average salary by contribution assumption: employee only about $455,201 at 4% or $303,467 at 6%; with 50% employer match about $303,467 at 4% or $202,311 at 6%; with 100% employer match about $227,600 at 4% or $151,734 at 6%.
Greenleaf Trust 401K Plan-58$3,753,664$812,403$14,007iApproximate average salary by contribution assumption: employee only about $350,174 at 4% or $233,449 at 6%; with 50% employer match about $233,449 at 4% or $155,633 at 6%; with 100% employer match about $175,087 at 4% or $116,725 at 6%.
Greenleaf Trust 401K Plan-0$3,211,118$243,663-
2005248$5,740,928$791,818$16,496iApproximate average salary by contribution assumption: employee only about $412,405 at 4% or $274,937 at 6%; with 50% employer match about $274,937 at 4% or $183,291 at 6%; with 100% employer match about $206,203 at 4% or $137,468 at 6%.
Greenleaf Trust 401K Plan-0$2,917,842$286,586-
Greenleaf Trust 401K Plan-48$2,823,086$505,232$10,526iApproximate average salary by contribution assumption: employee only about $263,142 at 4% or $175,428 at 6%; with 50% employer match about $175,428 at 4% or $116,952 at 6%; with 100% employer match about $131,571 at 4% or $87,714 at 6%.
2004242$5,012,697$835,655$19,897iApproximate average salary by contribution assumption: employee only about $497,414 at 4% or $331,609 at 6%; with 50% employer match about $331,609 at 4% or $221,073 at 6%; with 100% employer match about $248,707 at 4% or $165,805 at 6%.
Greenleaf Trust 401K Plan-0$2,756,764$307,510-
Greenleaf Trust 401K Plan-42$2,255,933$528,145$12,575iApproximate average salary by contribution assumption: employee only about $314,372 at 4% or $209,581 at 6%; with 50% employer match about $209,581 at 4% or $139,721 at 6%; with 100% employer match about $157,186 at 4% or $104,791 at 6%.
2003238$4,155,334$681,390$17,931iApproximate average salary by contribution assumption: employee only about $448,283 at 4% or $298,855 at 6%; with 50% employer match about $298,855 at 4% or $199,237 at 6%; with 100% employer match about $224,141 at 4% or $149,428 at 6%.
Greenleaf Trust 401K Plan-0$2,687,159$259,866-
Greenleaf Trust 401K Plan-38$1,468,175$421,524$11,093iApproximate average salary by contribution assumption: employee only about $277,318 at 4% or $184,879 at 6%; with 50% employer match about $184,879 at 4% or $123,253 at 6%; with 100% employer match about $138,659 at 4% or $92,439 at 6%.
2002235$2,204,864$0-
Greenleaf Trust 401K Plan-0$2,204,864--
Greenleaf Trust 401K Plan-35---
2001215$2,546,227$159,595$10,640iApproximate average salary by contribution assumption: employee only about $265,992 at 4% or $177,328 at 6%; with 50% employer match about $177,328 at 4% or $118,219 at 6%; with 100% employer match about $132,996 at 4% or $88,664 at 6%.
Greenleaf Trust 401K Plan-0$2,077,340--
Greenleaf Trust 401K Plan-15$468,887$159,595$10,640iApproximate average salary by contribution assumption: employee only about $265,992 at 4% or $177,328 at 6%; with 50% employer match about $177,328 at 4% or $118,219 at 6%; with 100% employer match about $132,996 at 4% or $88,664 at 6%.
2000113$350,622$182,454$14,035iApproximate average salary by contribution assumption: employee only about $350,873 at 4% or $233,915 at 6%; with 50% employer match about $233,915 at 4% or $155,944 at 6%; with 100% employer match about $175,437 at 4% or $116,958 at 6%.
Greenleaf Trust 401K Plan-13$350,622$182,454$14,035iApproximate average salary by contribution assumption: employee only about $350,873 at 4% or $233,915 at 6%; with 50% employer match about $233,915 at 4% or $155,944 at 6%; with 100% employer match about $175,437 at 4% or $116,958 at 6%.
1999111$218,576$100,096$9,100iApproximate average salary by contribution assumption: employee only about $227,491 at 4% or $151,661 at 6%; with 50% employer match about $151,661 at 4% or $101,107 at 6%; with 100% employer match about $113,745 at 4% or $75,830 at 6%.
Greenleaf Trust 401K Plan-11$218,576$100,096$9,100iApproximate average salary by contribution assumption: employee only about $227,491 at 4% or $151,661 at 6%; with 50% employer match about $151,661 at 4% or $101,107 at 6%; with 100% employer match about $113,745 at 4% or $75,830 at 6%.