Concorde Bank
Plan context: Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan
EIN 41-0556680 • Blomkest, MN • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$2,333,794
2024 Contributions
$124,707
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $2,333,794 | $124,707 | $7,336iApproximate average salary by contribution assumption: employee only about $183,393 at 4% or $122,262 at 6%; with 50% employer match about $122,262 at 4% or $81,508 at 6%; with 100% employer match about $91,696 at 4% or $61,131 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 17 | $2,333,794 | $124,707 | $7,336iApproximate average salary by contribution assumption: employee only about $183,393 at 4% or $122,262 at 6%; with 50% employer match about $122,262 at 4% or $81,508 at 6%; with 100% employer match about $91,696 at 4% or $61,131 at 6%. |
| 2023 | 1 | 15 | $1,953,194 | $110,514 | $7,368iApproximate average salary by contribution assumption: employee only about $184,190 at 4% or $122,793 at 6%; with 50% employer match about $122,793 at 4% or $81,862 at 6%; with 100% employer match about $92,095 at 4% or $61,397 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 15 | $1,953,194 | $110,514 | $7,368iApproximate average salary by contribution assumption: employee only about $184,190 at 4% or $122,793 at 6%; with 50% employer match about $122,793 at 4% or $81,862 at 6%; with 100% employer match about $92,095 at 4% or $61,397 at 6%. |
| 2022 | 1 | 15 | $1,578,257 | $107,922 | $7,195iApproximate average salary by contribution assumption: employee only about $179,870 at 4% or $119,913 at 6%; with 50% employer match about $119,913 at 4% or $79,942 at 6%; with 100% employer match about $89,935 at 4% or $59,957 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 15 | $1,578,257 | $107,922 | $7,195iApproximate average salary by contribution assumption: employee only about $179,870 at 4% or $119,913 at 6%; with 50% employer match about $119,913 at 4% or $79,942 at 6%; with 100% employer match about $89,935 at 4% or $59,957 at 6%. |
| 2021 | 1 | 15 | $1,930,421 | $106,772 | $7,118iApproximate average salary by contribution assumption: employee only about $177,953 at 4% or $118,636 at 6%; with 50% employer match about $118,636 at 4% or $79,090 at 6%; with 100% employer match about $88,977 at 4% or $59,318 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 15 | $1,930,421 | $106,772 | $7,118iApproximate average salary by contribution assumption: employee only about $177,953 at 4% or $118,636 at 6%; with 50% employer match about $118,636 at 4% or $79,090 at 6%; with 100% employer match about $88,977 at 4% or $59,318 at 6%. |
| 2020 | 1 | 14 | $1,651,675 | $93,231 | $6,659iApproximate average salary by contribution assumption: employee only about $166,484 at 4% or $110,989 at 6%; with 50% employer match about $110,989 at 4% or $73,993 at 6%; with 100% employer match about $83,242 at 4% or $55,495 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 14 | $1,651,675 | $93,231 | $6,659iApproximate average salary by contribution assumption: employee only about $166,484 at 4% or $110,989 at 6%; with 50% employer match about $110,989 at 4% or $73,993 at 6%; with 100% employer match about $83,242 at 4% or $55,495 at 6%. |
| 2019 | 1 | 15 | $1,384,700 | $90,531 | $6,035iApproximate average salary by contribution assumption: employee only about $150,885 at 4% or $100,590 at 6%; with 50% employer match about $100,590 at 4% or $67,060 at 6%; with 100% employer match about $75,443 at 4% or $50,295 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 15 | $1,384,700 | $90,531 | $6,035iApproximate average salary by contribution assumption: employee only about $150,885 at 4% or $100,590 at 6%; with 50% employer match about $100,590 at 4% or $67,060 at 6%; with 100% employer match about $75,443 at 4% or $50,295 at 6%. |
| 2018 | 1 | 16 | $1,159,516 | $91,884 | $5,743iApproximate average salary by contribution assumption: employee only about $143,569 at 4% or $95,713 at 6%; with 50% employer match about $95,713 at 4% or $63,808 at 6%; with 100% employer match about $71,784 at 4% or $47,856 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 16 | $1,159,516 | $91,884 | $5,743iApproximate average salary by contribution assumption: employee only about $143,569 at 4% or $95,713 at 6%; with 50% employer match about $95,713 at 4% or $63,808 at 6%; with 100% employer match about $71,784 at 4% or $47,856 at 6%. |
| 2017 | 1 | 15 | $1,123,428 | $72,838 | $4,856iApproximate average salary by contribution assumption: employee only about $121,397 at 4% or $80,931 at 6%; with 50% employer match about $80,931 at 4% or $53,954 at 6%; with 100% employer match about $60,698 at 4% or $40,466 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 15 | $1,123,428 | $72,838 | $4,856iApproximate average salary by contribution assumption: employee only about $121,397 at 4% or $80,931 at 6%; with 50% employer match about $80,931 at 4% or $53,954 at 6%; with 100% employer match about $60,698 at 4% or $40,466 at 6%. |
| 2016 | 1 | 16 | $904,952 | $75,892 | $4,743iApproximate average salary by contribution assumption: employee only about $118,581 at 4% or $79,054 at 6%; with 50% employer match about $79,054 at 4% or $52,703 at 6%; with 100% employer match about $59,291 at 4% or $39,527 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 16 | $904,952 | $75,892 | $4,743iApproximate average salary by contribution assumption: employee only about $118,581 at 4% or $79,054 at 6%; with 50% employer match about $79,054 at 4% or $52,703 at 6%; with 100% employer match about $59,291 at 4% or $39,527 at 6%. |
| 2015 | 1 | 19 | $1,348,174 | $100,705 | $5,300iApproximate average salary by contribution assumption: employee only about $132,507 at 4% or $88,338 at 6%; with 50% employer match about $88,338 at 4% or $58,892 at 6%; with 100% employer match about $66,253 at 4% or $44,169 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 19 | $1,348,174 | $100,705 | $5,300iApproximate average salary by contribution assumption: employee only about $132,507 at 4% or $88,338 at 6%; with 50% employer match about $88,338 at 4% or $58,892 at 6%; with 100% employer match about $66,253 at 4% or $44,169 at 6%. |
| 2014 | 1 | 18 | $1,288,696 | $93,955 | $5,220iApproximate average salary by contribution assumption: employee only about $130,493 at 4% or $86,995 at 6%; with 50% employer match about $86,995 at 4% or $57,997 at 6%; with 100% employer match about $65,247 at 4% or $43,498 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 18 | $1,288,696 | $93,955 | $5,220iApproximate average salary by contribution assumption: employee only about $130,493 at 4% or $86,995 at 6%; with 50% employer match about $86,995 at 4% or $57,997 at 6%; with 100% employer match about $65,247 at 4% or $43,498 at 6%. |
| 2013 | 1 | 18 | $1,163,220 | $100,529 | $5,585iApproximate average salary by contribution assumption: employee only about $139,624 at 4% or $93,082 at 6%; with 50% employer match about $93,082 at 4% or $62,055 at 6%; with 100% employer match about $69,812 at 4% or $46,541 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 18 | $1,163,220 | $100,529 | $5,585iApproximate average salary by contribution assumption: employee only about $139,624 at 4% or $93,082 at 6%; with 50% employer match about $93,082 at 4% or $62,055 at 6%; with 100% employer match about $69,812 at 4% or $46,541 at 6%. |
| 2012 | 1 | 18 | $891,696 | $84,317 | $4,684iApproximate average salary by contribution assumption: employee only about $117,107 at 4% or $78,071 at 6%; with 50% employer match about $78,071 at 4% or $52,048 at 6%; with 100% employer match about $58,553 at 4% or $39,036 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 18 | $891,696 | $84,317 | $4,684iApproximate average salary by contribution assumption: employee only about $117,107 at 4% or $78,071 at 6%; with 50% employer match about $78,071 at 4% or $52,048 at 6%; with 100% employer match about $58,553 at 4% or $39,036 at 6%. |
| 2011 | 1 | 18 | $732,896 | $74,017 | $4,112iApproximate average salary by contribution assumption: employee only about $102,801 at 4% or $68,534 at 6%; with 50% employer match about $68,534 at 4% or $45,690 at 6%; with 100% employer match about $51,401 at 4% or $34,267 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 18 | $732,896 | $74,017 | $4,112iApproximate average salary by contribution assumption: employee only about $102,801 at 4% or $68,534 at 6%; with 50% employer match about $68,534 at 4% or $45,690 at 6%; with 100% employer match about $51,401 at 4% or $34,267 at 6%. |
| 2010 | 1 | 17 | $731,621 | $78,785 | $4,634iApproximate average salary by contribution assumption: employee only about $115,860 at 4% or $77,240 at 6%; with 50% employer match about $77,240 at 4% or $51,493 at 6%; with 100% employer match about $57,930 at 4% or $38,620 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 17 | $731,621 | $78,785 | $4,634iApproximate average salary by contribution assumption: employee only about $115,860 at 4% or $77,240 at 6%; with 50% employer match about $77,240 at 4% or $51,493 at 6%; with 100% employer match about $57,930 at 4% or $38,620 at 6%. |
| 2009 | 1 | 18 | $593,739 | $76,156 | $4,231iApproximate average salary by contribution assumption: employee only about $105,772 at 4% or $70,515 at 6%; with 50% employer match about $70,515 at 4% or $47,010 at 6%; with 100% employer match about $52,886 at 4% or $35,257 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 18 | $593,739 | $76,156 | $4,231iApproximate average salary by contribution assumption: employee only about $105,772 at 4% or $70,515 at 6%; with 50% employer match about $70,515 at 4% or $47,010 at 6%; with 100% employer match about $52,886 at 4% or $35,257 at 6%. |
| 2008 | 1 | 18 | $411,395 | $77,833 | $4,324iApproximate average salary by contribution assumption: employee only about $108,101 at 4% or $72,068 at 6%; with 50% employer match about $72,068 at 4% or $48,045 at 6%; with 100% employer match about $54,051 at 4% or $36,034 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 18 | $411,395 | $77,833 | $4,324iApproximate average salary by contribution assumption: employee only about $108,101 at 4% or $72,068 at 6%; with 50% employer match about $72,068 at 4% or $48,045 at 6%; with 100% employer match about $54,051 at 4% or $36,034 at 6%. |
| 2007 | 1 | 16 | $552,480 | $69,227 | $4,327iApproximate average salary by contribution assumption: employee only about $108,167 at 4% or $72,111 at 6%; with 50% employer match about $72,111 at 4% or $48,074 at 6%; with 100% employer match about $54,084 at 4% or $36,056 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 16 | $552,480 | $69,227 | $4,327iApproximate average salary by contribution assumption: employee only about $108,167 at 4% or $72,111 at 6%; with 50% employer match about $72,111 at 4% or $48,074 at 6%; with 100% employer match about $54,084 at 4% or $36,056 at 6%. |
| 2006 | 1 | 20 | $447,785 | $77,808 | $3,890iApproximate average salary by contribution assumption: employee only about $97,260 at 4% or $64,840 at 6%; with 50% employer match about $64,840 at 4% or $43,227 at 6%; with 100% employer match about $48,630 at 4% or $32,420 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 20 | $447,785 | $77,808 | $3,890iApproximate average salary by contribution assumption: employee only about $97,260 at 4% or $64,840 at 6%; with 50% employer match about $64,840 at 4% or $43,227 at 6%; with 100% employer match about $48,630 at 4% or $32,420 at 6%. |
| 2005 | 2 | 17 | $337,150 | $48,951 | $2,879iApproximate average salary by contribution assumption: employee only about $71,987 at 4% or $47,991 at 6%; with 50% employer match about $47,991 at 4% or $31,994 at 6%; with 100% employer match about $35,993 at 4% or $23,996 at 6%. |
| Concorde Bank & Matson Insurance Agency Inc. Safe Harbor 401K Plan | - | 17 | $337,150 | $48,951 | $2,879iApproximate average salary by contribution assumption: employee only about $71,987 at 4% or $47,991 at 6%; with 50% employer match about $47,991 at 4% or $31,994 at 6%; with 100% employer match about $35,993 at 4% or $23,996 at 6%. |
| STATE BANK OF BLOMKEST AND MATSON INSURANCE AGENCY INC. PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2004 | 1 | 9 | $318,993 | $20,500 | $2,278iApproximate average salary by contribution assumption: employee only about $56,944 at 4% or $37,963 at 6%; with 50% employer match about $37,963 at 4% or $25,309 at 6%; with 100% employer match about $28,472 at 4% or $18,981 at 6%. |
| STATE BANK OF BLOMKEST AND MATSON INSURANCE AGENCY INC. PROFIT SHARING PLAN | - | 9 | $318,993 | $20,500 | $2,278iApproximate average salary by contribution assumption: employee only about $56,944 at 4% or $37,963 at 6%; with 50% employer match about $37,963 at 4% or $25,309 at 6%; with 100% employer match about $28,472 at 4% or $18,981 at 6%. |
| 2003 | 1 | 12 | $309,428 | $0 | - |
| STATE BANK OF BLOMKEST AND MATSON INSURANCE AGENCY INC. PROFIT SHARING PLAN | - | 12 | $309,428 | - | - |
| 2002 | 1 | 11 | $273,166 | $26,921 | $2,447iApproximate average salary by contribution assumption: employee only about $61,184 at 4% or $40,789 at 6%; with 50% employer match about $40,789 at 4% or $27,193 at 6%; with 100% employer match about $30,592 at 4% or $20,395 at 6%. |
| STATE BANK OF BLOMKEST AND MATSON INSURANCE AGENCY INC. PROFIT SHARING PLAN | - | 11 | $273,166 | $26,921 | $2,447iApproximate average salary by contribution assumption: employee only about $61,184 at 4% or $40,789 at 6%; with 50% employer match about $40,789 at 4% or $27,193 at 6%; with 100% employer match about $30,592 at 4% or $20,395 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| STATE BANK OF BLOMKEST AND MATSON INSURANCE AGENCY INC. PROFIT SHARING PLAN | - | 11 | - | - | - |
| 2000 | 1 | 11 | $304,834 | $27,203 | $2,473iApproximate average salary by contribution assumption: employee only about $61,825 at 4% or $41,217 at 6%; with 50% employer match about $41,217 at 4% or $27,478 at 6%; with 100% employer match about $30,913 at 4% or $20,608 at 6%. |
| STATE BANK OF BLOMKEST AND MATSON INSURANCE AGENCY INC. PROFIT SHARING PLAN | - | 11 | $304,834 | $27,203 | $2,473iApproximate average salary by contribution assumption: employee only about $61,825 at 4% or $41,217 at 6%; with 50% employer match about $41,217 at 4% or $27,478 at 6%; with 100% employer match about $30,913 at 4% or $20,608 at 6%. |