Tree Trust
Plan context: 401(K) Profit Sharing Plan for Employees of Tree Trust
EIN 41-1291626 • Saint Paul, MN • 25 filings • 9 plans
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 2 | 38 | $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 | - |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Tree Trust Tiaa-Cref Qualified Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 0 | $1,766,887 | $53,910 | - |
| Tree Trust Tiaa-Cref Qualified Retirement Plan | - | 0 | $1,766,887 | $53,910 | - |