Civic Intelligence

Tree Trust

Plan context: 401(K) Profit Sharing Plan for Employees of Tree Trust

EIN 41-1291626 • Saint Paul, MN • 25 filings • 9 plans

1419 Energy Park DrSaint Paul, MN 55108-5204
Current Snapshot

Latest Year

2024

2024 Participants

91

2024 Assets

$2,576,443

2024 Contributions

$262,771

Historical Graphs

Total Assets Over Time

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

$2,576,443$1,288,222$0199920132024YearValue
$2,576,443Latest year 2024

Participants Over Time

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

91460200020142024YearValue
91Latest 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
2024191$2,576,443$262,771$2,888iApproximate average salary by contribution assumption: employee only about $72,190 at 4% or $48,127 at 6%; with 50% employer match about $48,127 at 4% or $32,084 at 6%; with 100% employer match about $36,095 at 4% or $24,063 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-91$2,576,443$262,771$2,888iApproximate average salary by contribution assumption: employee only about $72,190 at 4% or $48,127 at 6%; with 50% employer match about $48,127 at 4% or $32,084 at 6%; with 100% employer match about $36,095 at 4% or $24,063 at 6%.
2023185$2,036,289$234,594$2,760iApproximate average salary by contribution assumption: employee only about $68,998 at 4% or $45,999 at 6%; with 50% employer match about $45,999 at 4% or $30,666 at 6%; with 100% employer match about $34,499 at 4% or $22,999 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-85$2,036,289$234,594$2,760iApproximate average salary by contribution assumption: employee only about $68,998 at 4% or $45,999 at 6%; with 50% employer match about $45,999 at 4% or $30,666 at 6%; with 100% employer match about $34,499 at 4% or $22,999 at 6%.
2022181$1,614,423$219,600$2,711iApproximate average salary by contribution assumption: employee only about $67,778 at 4% or $45,185 at 6%; with 50% employer match about $45,185 at 4% or $30,123 at 6%; with 100% employer match about $33,889 at 4% or $22,593 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-81$1,614,423$219,600$2,711iApproximate average salary by contribution assumption: employee only about $67,778 at 4% or $45,185 at 6%; with 50% employer match about $45,185 at 4% or $30,123 at 6%; with 100% employer match about $33,889 at 4% or $22,593 at 6%.
2021166$1,686,574$229,182$3,472iApproximate average salary by contribution assumption: employee only about $86,811 at 4% or $57,874 at 6%; with 50% employer match about $57,874 at 4% or $38,583 at 6%; with 100% employer match about $43,406 at 4% or $28,937 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-66$1,686,574$229,182$3,472iApproximate average salary by contribution assumption: employee only about $86,811 at 4% or $57,874 at 6%; with 50% employer match about $57,874 at 4% or $38,583 at 6%; with 100% employer match about $43,406 at 4% or $28,937 at 6%.
2020155$1,764,885$130,003$2,364iApproximate average salary by contribution assumption: employee only about $59,092 at 4% or $39,395 at 6%; with 50% employer match about $39,395 at 4% or $26,263 at 6%; with 100% employer match about $29,546 at 4% or $19,697 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-55$1,764,885$130,003$2,364iApproximate average salary by contribution assumption: employee only about $59,092 at 4% or $39,395 at 6%; with 50% employer match about $39,395 at 4% or $26,263 at 6%; with 100% employer match about $29,546 at 4% or $19,697 at 6%.
2019146$1,410,346$155,657$3,384iApproximate average salary by contribution assumption: employee only about $84,596 at 4% or $56,397 at 6%; with 50% employer match about $56,397 at 4% or $37,598 at 6%; with 100% employer match about $42,298 at 4% or $28,199 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-46$1,410,346$155,657$3,384iApproximate average salary by contribution assumption: employee only about $84,596 at 4% or $56,397 at 6%; with 50% employer match about $56,397 at 4% or $37,598 at 6%; with 100% employer match about $42,298 at 4% or $28,199 at 6%.
2018150$1,094,205$152,040$3,041iApproximate average salary by contribution assumption: employee only about $76,020 at 4% or $50,680 at 6%; with 50% employer match about $50,680 at 4% or $33,787 at 6%; with 100% employer match about $38,010 at 4% or $25,340 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-50$1,094,205$152,040$3,041iApproximate average salary by contribution assumption: employee only about $76,020 at 4% or $50,680 at 6%; with 50% employer match about $50,680 at 4% or $33,787 at 6%; with 100% employer match about $38,010 at 4% or $25,340 at 6%.
2017147$1,452,485$184,794$3,932iApproximate average salary by contribution assumption: employee only about $98,295 at 4% or $65,530 at 6%; with 50% employer match about $65,530 at 4% or $43,687 at 6%; with 100% employer match about $49,147 at 4% or $32,765 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-47$1,452,485$184,794$3,932iApproximate average salary by contribution assumption: employee only about $98,295 at 4% or $65,530 at 6%; with 50% employer match about $65,530 at 4% or $43,687 at 6%; with 100% employer match about $49,147 at 4% or $32,765 at 6%.
2016145$1,117,113$177,203$3,938iApproximate average salary by contribution assumption: employee only about $98,446 at 4% or $65,631 at 6%; with 50% employer match about $65,631 at 4% or $43,754 at 6%; with 100% employer match about $49,223 at 4% or $32,815 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-45$1,117,113$177,203$3,938iApproximate average salary by contribution assumption: employee only about $98,446 at 4% or $65,631 at 6%; with 50% employer match about $65,631 at 4% or $43,754 at 6%; with 100% employer match about $49,223 at 4% or $32,815 at 6%.
2015238$850,060$895,364$23,562iApproximate average salary by contribution assumption: employee only about $589,055 at 4% or $392,704 at 6%; with 50% employer match about $392,704 at 4% or $261,802 at 6%; with 100% employer match about $294,528 at 4% or $196,352 at 6%.
401(K) Profit Sharing Plan for Employees of Tree Trust-38$850,060$864,734$22,756iApproximate average salary by contribution assumption: employee only about $568,904 at 4% or $379,269 at 6%; with 50% employer match about $379,269 at 4% or $252,846 at 6%; with 100% employer match about $284,452 at 4% or $189,635 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-0$0$30,630-
2014130$1,902,649$44,533$1,484iApproximate average salary by contribution assumption: employee only about $37,111 at 4% or $24,741 at 6%; with 50% employer match about $24,741 at 4% or $16,494 at 6%; with 100% employer match about $18,555 at 4% or $12,370 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-30$1,902,649$44,533$1,484iApproximate average salary by contribution assumption: employee only about $37,111 at 4% or $24,741 at 6%; with 50% employer match about $24,741 at 4% or $16,494 at 6%; with 100% employer match about $18,555 at 4% or $12,370 at 6%.
2013124$1,974,758$39,287$1,637iApproximate average salary by contribution assumption: employee only about $40,924 at 4% or $27,283 at 6%; with 50% employer match about $27,283 at 4% or $18,188 at 6%; with 100% employer match about $20,462 at 4% or $13,641 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-24$1,974,758$39,287$1,637iApproximate average salary by contribution assumption: employee only about $40,924 at 4% or $27,283 at 6%; with 50% employer match about $27,283 at 4% or $18,188 at 6%; with 100% employer match about $20,462 at 4% or $13,641 at 6%.
2012122$1,729,073$41,660$1,894iApproximate average salary by contribution assumption: employee only about $47,341 at 4% or $31,561 at 6%; with 50% employer match about $31,561 at 4% or $21,040 at 6%; with 100% employer match about $23,670 at 4% or $15,780 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-22$1,729,073$41,660$1,894iApproximate average salary by contribution assumption: employee only about $47,341 at 4% or $31,561 at 6%; with 50% employer match about $31,561 at 4% or $21,040 at 6%; with 100% employer match about $23,670 at 4% or $15,780 at 6%.
2011135$1,522,584$42,297$1,208iApproximate average salary by contribution assumption: employee only about $30,212 at 4% or $20,141 at 6%; with 50% employer match about $20,141 at 4% or $13,428 at 6%; with 100% employer match about $15,106 at 4% or $10,071 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-35$1,522,584$42,297$1,208iApproximate average salary by contribution assumption: employee only about $30,212 at 4% or $20,141 at 6%; with 50% employer match about $20,141 at 4% or $13,428 at 6%; with 100% employer match about $15,106 at 4% or $10,071 at 6%.
2010136$1,480,195$40,110$1,114iApproximate average salary by contribution assumption: employee only about $27,854 at 4% or $18,569 at 6%; with 50% employer match about $18,569 at 4% or $12,380 at 6%; with 100% employer match about $13,927 at 4% or $9,285 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-36$1,480,195$40,110$1,114iApproximate average salary by contribution assumption: employee only about $27,854 at 4% or $18,569 at 6%; with 50% employer match about $18,569 at 4% or $12,380 at 6%; with 100% employer match about $13,927 at 4% or $9,285 at 6%.
2009140$1,823,325$36,539$913iApproximate average salary by contribution assumption: employee only about $22,837 at 4% or $15,225 at 6%; with 50% employer match about $15,225 at 4% or $10,150 at 6%; with 100% employer match about $11,418 at 4% or $7,612 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-40$1,823,325$36,539$913iApproximate average salary by contribution assumption: employee only about $22,837 at 4% or $15,225 at 6%; with 50% employer match about $15,225 at 4% or $10,150 at 6%; with 100% employer match about $11,418 at 4% or $7,612 at 6%.
2008116$1,340,596$40,959$2,560iApproximate average salary by contribution assumption: employee only about $63,998 at 4% or $42,666 at 6%; with 50% employer match about $42,666 at 4% or $28,444 at 6%; with 100% employer match about $31,999 at 4% or $21,333 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-16$1,340,596$40,959$2,560iApproximate average salary by contribution assumption: employee only about $63,998 at 4% or $42,666 at 6%; with 50% employer match about $42,666 at 4% or $28,444 at 6%; with 100% employer match about $31,999 at 4% or $21,333 at 6%.
2005118$1,478,151$57,430$3,191iApproximate average salary by contribution assumption: employee only about $79,764 at 4% or $53,176 at 6%; with 50% employer match about $53,176 at 4% or $35,451 at 6%; with 100% employer match about $39,882 at 4% or $26,588 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-18$1,478,151$57,430$3,191iApproximate average salary by contribution assumption: employee only about $79,764 at 4% or $53,176 at 6%; with 50% employer match about $53,176 at 4% or $35,451 at 6%; with 100% employer match about $39,882 at 4% or $26,588 at 6%.
2004117$1,300,445$54,773$3,222iApproximate average salary by contribution assumption: employee only about $80,549 at 4% or $53,699 at 6%; with 50% employer match about $53,699 at 4% or $35,799 at 6%; with 100% employer match about $40,274 at 4% or $26,850 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-17$1,300,445$54,773$3,222iApproximate average salary by contribution assumption: employee only about $80,549 at 4% or $53,699 at 6%; with 50% employer match about $53,699 at 4% or $35,799 at 6%; with 100% employer match about $40,274 at 4% or $26,850 at 6%.
2003116$1,179,810$77,531$4,846iApproximate average salary by contribution assumption: employee only about $121,142 at 4% or $80,761 at 6%; with 50% employer match about $80,761 at 4% or $53,841 at 6%; with 100% employer match about $60,571 at 4% or $40,381 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-16$1,179,810$77,531$4,846iApproximate average salary by contribution assumption: employee only about $121,142 at 4% or $80,761 at 6%; with 50% employer match about $80,761 at 4% or $53,841 at 6%; with 100% employer match about $60,571 at 4% or $40,381 at 6%.
2002119$830,055$70,449$3,708iApproximate average salary by contribution assumption: employee only about $92,696 at 4% or $61,797 at 6%; with 50% employer match about $61,797 at 4% or $41,198 at 6%; with 100% employer match about $46,348 at 4% or $30,899 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-19$830,055$70,449$3,708iApproximate average salary by contribution assumption: employee only about $92,696 at 4% or $61,797 at 6%; with 50% employer match about $61,797 at 4% or $41,198 at 6%; with 100% employer match about $46,348 at 4% or $30,899 at 6%.
200110$0$0-
Tree Trust Tiaa-Cref Qualified Retirement Plan-0---
2000114$1,352,247$61,338$4,381iApproximate average salary by contribution assumption: employee only about $109,532 at 4% or $73,021 at 6%; with 50% employer match about $73,021 at 4% or $48,681 at 6%; with 100% employer match about $54,766 at 4% or $36,511 at 6%.
Tree Trust Tiaa-Cref Qualified Retirement Plan-14$1,352,247$61,338$4,381iApproximate average salary by contribution assumption: employee only about $109,532 at 4% or $73,021 at 6%; with 50% employer match about $73,021 at 4% or $48,681 at 6%; with 100% employer match about $54,766 at 4% or $36,511 at 6%.
199910$1,766,887$53,910-
Tree Trust Tiaa-Cref Qualified Retirement Plan-0$1,766,887$53,910-