FIRST TRUST AND SAVING BANK
Plan context: First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust
EIN 42-0253800 • Oxford, IA • 26 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$1,825,954
2024 Contributions
$79,923
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 | 13 | $1,825,954 | $79,923 | $6,148iApproximate average salary by contribution assumption: employee only about $153,698 at 4% or $102,465 at 6%; with 50% employer match about $102,465 at 4% or $68,310 at 6%; with 100% employer match about $76,849 at 4% or $51,233 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 13 | $1,825,954 | $79,923 | $6,148iApproximate average salary by contribution assumption: employee only about $153,698 at 4% or $102,465 at 6%; with 50% employer match about $102,465 at 4% or $68,310 at 6%; with 100% employer match about $76,849 at 4% or $51,233 at 6%. |
| 2023 | 1 | 13 | $1,884,703 | $81,039 | $6,234iApproximate average salary by contribution assumption: employee only about $155,844 at 4% or $103,896 at 6%; with 50% employer match about $103,896 at 4% or $69,264 at 6%; with 100% employer match about $77,922 at 4% or $51,948 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 13 | $1,884,703 | $81,039 | $6,234iApproximate average salary by contribution assumption: employee only about $155,844 at 4% or $103,896 at 6%; with 50% employer match about $103,896 at 4% or $69,264 at 6%; with 100% employer match about $77,922 at 4% or $51,948 at 6%. |
| 2022 | 1 | 14 | $1,693,665 | $82,307 | $5,879iApproximate average salary by contribution assumption: employee only about $146,977 at 4% or $97,985 at 6%; with 50% employer match about $97,985 at 4% or $65,323 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 14 | $1,693,665 | $82,307 | $5,879iApproximate average salary by contribution assumption: employee only about $146,977 at 4% or $97,985 at 6%; with 50% employer match about $97,985 at 4% or $65,323 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%. |
| 2021 | 1 | 15 | $1,792,584 | $80,799 | $5,387iApproximate average salary by contribution assumption: employee only about $134,665 at 4% or $89,777 at 6%; with 50% employer match about $89,777 at 4% or $59,851 at 6%; with 100% employer match about $67,333 at 4% or $44,888 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 15 | $1,792,584 | $80,799 | $5,387iApproximate average salary by contribution assumption: employee only about $134,665 at 4% or $89,777 at 6%; with 50% employer match about $89,777 at 4% or $59,851 at 6%; with 100% employer match about $67,333 at 4% or $44,888 at 6%. |
| 2020 | 1 | 15 | $1,540,916 | $81,722 | $5,448iApproximate average salary by contribution assumption: employee only about $136,203 at 4% or $90,802 at 6%; with 50% employer match about $90,802 at 4% or $60,535 at 6%; with 100% employer match about $68,102 at 4% or $45,401 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 15 | $1,540,916 | $81,722 | $5,448iApproximate average salary by contribution assumption: employee only about $136,203 at 4% or $90,802 at 6%; with 50% employer match about $90,802 at 4% or $60,535 at 6%; with 100% employer match about $68,102 at 4% or $45,401 at 6%. |
| 2019 | 1 | 15 | $1,431,742 | $84,376 | $5,625iApproximate average salary by contribution assumption: employee only about $140,627 at 4% or $93,751 at 6%; with 50% employer match about $93,751 at 4% or $62,501 at 6%; with 100% employer match about $70,313 at 4% or $46,876 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 15 | $1,431,742 | $84,376 | $5,625iApproximate average salary by contribution assumption: employee only about $140,627 at 4% or $93,751 at 6%; with 50% employer match about $93,751 at 4% or $62,501 at 6%; with 100% employer match about $70,313 at 4% or $46,876 at 6%. |
| 2018 | 1 | 14 | $1,312,305 | $75,811 | $5,415iApproximate average salary by contribution assumption: employee only about $135,377 at 4% or $90,251 at 6%; with 50% employer match about $90,251 at 4% or $60,167 at 6%; with 100% employer match about $67,688 at 4% or $45,126 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 14 | $1,312,305 | $75,811 | $5,415iApproximate average salary by contribution assumption: employee only about $135,377 at 4% or $90,251 at 6%; with 50% employer match about $90,251 at 4% or $60,167 at 6%; with 100% employer match about $67,688 at 4% or $45,126 at 6%. |
| 2017 | 1 | 14 | $1,394,412 | $72,657 | $5,190iApproximate average salary by contribution assumption: employee only about $129,745 at 4% or $86,496 at 6%; with 50% employer match about $86,496 at 4% or $57,664 at 6%; with 100% employer match about $64,872 at 4% or $43,248 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 14 | $1,394,412 | $72,657 | $5,190iApproximate average salary by contribution assumption: employee only about $129,745 at 4% or $86,496 at 6%; with 50% employer match about $86,496 at 4% or $57,664 at 6%; with 100% employer match about $64,872 at 4% or $43,248 at 6%. |
| 2016 | 1 | 14 | $1,246,191 | $66,141 | $4,724iApproximate average salary by contribution assumption: employee only about $118,109 at 4% or $78,739 at 6%; with 50% employer match about $78,739 at 4% or $52,493 at 6%; with 100% employer match about $59,054 at 4% or $39,370 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 14 | $1,246,191 | $66,141 | $4,724iApproximate average salary by contribution assumption: employee only about $118,109 at 4% or $78,739 at 6%; with 50% employer match about $78,739 at 4% or $52,493 at 6%; with 100% employer match about $59,054 at 4% or $39,370 at 6%. |
| 2015 | 1 | 14 | $1,146,362 | $98,085 | $7,006iApproximate average salary by contribution assumption: employee only about $175,152 at 4% or $116,768 at 6%; with 50% employer match about $116,768 at 4% or $77,845 at 6%; with 100% employer match about $87,576 at 4% or $58,384 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 14 | $1,146,362 | $98,085 | $7,006iApproximate average salary by contribution assumption: employee only about $175,152 at 4% or $116,768 at 6%; with 50% employer match about $116,768 at 4% or $77,845 at 6%; with 100% employer match about $87,576 at 4% or $58,384 at 6%. |
| 2014 | 1 | 15 | $1,152,380 | $93,652 | $6,243iApproximate average salary by contribution assumption: employee only about $156,087 at 4% or $104,058 at 6%; with 50% employer match about $104,058 at 4% or $69,372 at 6%; with 100% employer match about $78,043 at 4% or $52,029 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 15 | $1,152,380 | $93,652 | $6,243iApproximate average salary by contribution assumption: employee only about $156,087 at 4% or $104,058 at 6%; with 50% employer match about $104,058 at 4% or $69,372 at 6%; with 100% employer match about $78,043 at 4% or $52,029 at 6%. |
| 2013 | 1 | 1 | $987,271 | $88,925 | $88,925iApproximate average salary by contribution assumption: employee only about $2,223,125 at 4% or $1,482,083 at 6%; with 50% employer match about $1,482,083 at 4% or $988,056 at 6%; with 100% employer match about $1,111,563 at 4% or $741,042 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 1 | $987,271 | $88,925 | $88,925iApproximate average salary by contribution assumption: employee only about $2,223,125 at 4% or $1,482,083 at 6%; with 50% employer match about $1,482,083 at 4% or $988,056 at 6%; with 100% employer match about $1,111,563 at 4% or $741,042 at 6%. |
| 2012 | 1 | 13 | $702,887 | $101,723 | $7,825iApproximate average salary by contribution assumption: employee only about $195,621 at 4% or $130,414 at 6%; with 50% employer match about $130,414 at 4% or $86,943 at 6%; with 100% employer match about $97,811 at 4% or $65,207 at 6%. |
| First Trust & Savings Bank 401(K) Profit Sharing Plan and Trust | - | 13 | $702,887 | $101,723 | $7,825iApproximate average salary by contribution assumption: employee only about $195,621 at 4% or $130,414 at 6%; with 50% employer match about $130,414 at 4% or $86,943 at 6%; with 100% employer match about $97,811 at 4% or $65,207 at 6%. |
| 2011 | 1 | 12 | $745,179 | $62,503 | $5,209iApproximate average salary by contribution assumption: employee only about $130,215 at 4% or $86,810 at 6%; with 50% employer match about $86,810 at 4% or $57,873 at 6%; with 100% employer match about $65,107 at 4% or $43,405 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 12 | $745,179 | $62,503 | $5,209iApproximate average salary by contribution assumption: employee only about $130,215 at 4% or $86,810 at 6%; with 50% employer match about $86,810 at 4% or $57,873 at 6%; with 100% employer match about $65,107 at 4% or $43,405 at 6%. |
| 2010 | 1 | 13 | $668,208 | $57,222 | $4,402iApproximate average salary by contribution assumption: employee only about $110,042 at 4% or $73,362 at 6%; with 50% employer match about $73,362 at 4% or $48,908 at 6%; with 100% employer match about $55,021 at 4% or $36,681 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 13 | $668,208 | $57,222 | $4,402iApproximate average salary by contribution assumption: employee only about $110,042 at 4% or $73,362 at 6%; with 50% employer match about $73,362 at 4% or $48,908 at 6%; with 100% employer match about $55,021 at 4% or $36,681 at 6%. |
| 2009 | 1 | 11 | $553,415 | $55,762 | $5,069iApproximate average salary by contribution assumption: employee only about $126,732 at 4% or $84,488 at 6%; with 50% employer match about $84,488 at 4% or $56,325 at 6%; with 100% employer match about $63,366 at 4% or $42,244 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 11 | $553,415 | $55,762 | $5,069iApproximate average salary by contribution assumption: employee only about $126,732 at 4% or $84,488 at 6%; with 50% employer match about $84,488 at 4% or $56,325 at 6%; with 100% employer match about $63,366 at 4% or $42,244 at 6%. |
| 2008 | 1 | 11 | $2,022 | $48 | $4iApproximate average salary by contribution assumption: employee only about $108 at 4% or $72 at 6%; with 50% employer match about $72 at 4% or $48 at 6%; with 100% employer match about $54 at 4% or $36 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 11 | $2,022 | $48 | $4iApproximate average salary by contribution assumption: employee only about $108 at 4% or $72 at 6%; with 50% employer match about $72 at 4% or $48 at 6%; with 100% employer match about $54 at 4% or $36 at 6%. |
| 2007 | 1 | 7 | $573,136 | $41,256 | $5,894iApproximate average salary by contribution assumption: employee only about $147,343 at 4% or $98,229 at 6%; with 50% employer match about $98,229 at 4% or $65,486 at 6%; with 100% employer match about $73,671 at 4% or $49,114 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 7 | $573,136 | $41,256 | $5,894iApproximate average salary by contribution assumption: employee only about $147,343 at 4% or $98,229 at 6%; with 50% employer match about $98,229 at 4% or $65,486 at 6%; with 100% employer match about $73,671 at 4% or $49,114 at 6%. |
| 2006 | 1 | 8 | $568,305 | $46,122 | $5,765iApproximate average salary by contribution assumption: employee only about $144,131 at 4% or $96,088 at 6%; with 50% employer match about $96,088 at 4% or $64,058 at 6%; with 100% employer match about $72,066 at 4% or $48,044 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 8 | $568,305 | $46,122 | $5,765iApproximate average salary by contribution assumption: employee only about $144,131 at 4% or $96,088 at 6%; with 50% employer match about $96,088 at 4% or $64,058 at 6%; with 100% employer match about $72,066 at 4% or $48,044 at 6%. |
| 2005 | 1 | 15 | $497,130 | $133,646 | $8,910iApproximate average salary by contribution assumption: employee only about $222,743 at 4% or $148,496 at 6%; with 50% employer match about $148,496 at 4% or $98,997 at 6%; with 100% employer match about $111,372 at 4% or $74,248 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 15 | $497,130 | $133,646 | $8,910iApproximate average salary by contribution assumption: employee only about $222,743 at 4% or $148,496 at 6%; with 50% employer match about $148,496 at 4% or $98,997 at 6%; with 100% employer match about $111,372 at 4% or $74,248 at 6%. |
| 2004 | 1 | 10 | $378,485 | $46,979 | $4,698iApproximate average salary by contribution assumption: employee only about $117,447 at 4% or $78,298 at 6%; with 50% employer match about $78,298 at 4% or $52,199 at 6%; with 100% employer match about $58,724 at 4% or $39,149 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 10 | $378,485 | $46,979 | $4,698iApproximate average salary by contribution assumption: employee only about $117,447 at 4% or $78,298 at 6%; with 50% employer match about $78,298 at 4% or $52,199 at 6%; with 100% employer match about $58,724 at 4% or $39,149 at 6%. |
| 2003 | 1 | 12 | $384,662 | $35,571 | $2,964iApproximate average salary by contribution assumption: employee only about $74,106 at 4% or $49,404 at 6%; with 50% employer match about $49,404 at 4% or $32,936 at 6%; with 100% employer match about $37,053 at 4% or $24,702 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 12 | $384,662 | $35,571 | $2,964iApproximate average salary by contribution assumption: employee only about $74,106 at 4% or $49,404 at 6%; with 50% employer match about $49,404 at 4% or $32,936 at 6%; with 100% employer match about $37,053 at 4% or $24,702 at 6%. |
| 2002 | 1 | 8 | $342,907 | $39,731 | $4,966iApproximate average salary by contribution assumption: employee only about $124,159 at 4% or $82,773 at 6%; with 50% employer match about $82,773 at 4% or $55,182 at 6%; with 100% employer match about $62,080 at 4% or $41,386 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 8 | $342,907 | $39,731 | $4,966iApproximate average salary by contribution assumption: employee only about $124,159 at 4% or $82,773 at 6%; with 50% employer match about $82,773 at 4% or $55,182 at 6%; with 100% employer match about $62,080 at 4% or $41,386 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 10 | - | - | - |
| 2000 | 1 | 10 | $333,969 | $37,616 | $3,762iApproximate average salary by contribution assumption: employee only about $94,040 at 4% or $62,693 at 6%; with 50% employer match about $62,693 at 4% or $41,796 at 6%; with 100% employer match about $47,020 at 4% or $31,347 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 10 | $333,969 | $37,616 | $3,762iApproximate average salary by contribution assumption: employee only about $94,040 at 4% or $62,693 at 6%; with 50% employer match about $62,693 at 4% or $41,796 at 6%; with 100% employer match about $47,020 at 4% or $31,347 at 6%. |
| 1999 | 1 | 8 | $285,520 | $29,132 | $3,642iApproximate average salary by contribution assumption: employee only about $91,038 at 4% or $60,692 at 6%; with 50% employer match about $60,692 at 4% or $40,461 at 6%; with 100% employer match about $45,519 at 4% or $30,346 at 6%. |
| First Trust & Savings Bank Employees 401K Profit Sharing Plan & Trust | - | 8 | $285,520 | $29,132 | $3,642iApproximate average salary by contribution assumption: employee only about $91,038 at 4% or $60,692 at 6%; with 50% employer match about $60,692 at 4% or $40,461 at 6%; with 100% employer match about $45,519 at 4% or $30,346 at 6%. |