Civic Intelligence

Exchange Bank

Plan context: Exchange Bankshares Inc 401K Profit Sharing Plan

EIN 58-0237890 • 12 filings • 3 plans

Current Snapshot

Latest Year

2022

2022 Participants

64

2022 Assets

$2,529,620

2022 Contributions

$248,707

Historical Graphs

Total Assets Over Time

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

$3,338,811$1,669,406$0199920042008YearValue
$2,529,620Latest year 2008

Participants Over Time

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

71360199920042022YearValue
64Latest year 2022

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
2022164$0$0-
EXCHANGE BANK-64---
2008171$2,529,620$248,707$3,503iApproximate average salary by contribution assumption: employee only about $87,573 at 4% or $58,382 at 6%; with 50% employer match about $58,382 at 4% or $38,921 at 6%; with 100% employer match about $43,786 at 4% or $29,191 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-71$2,529,620$248,707$3,503iApproximate average salary by contribution assumption: employee only about $87,573 at 4% or $58,382 at 6%; with 50% employer match about $58,382 at 4% or $38,921 at 6%; with 100% employer match about $43,786 at 4% or $29,191 at 6%.
2007170$3,338,811$254,104$3,630iApproximate average salary by contribution assumption: employee only about $90,751 at 4% or $60,501 at 6%; with 50% employer match about $60,501 at 4% or $40,334 at 6%; with 100% employer match about $45,376 at 4% or $30,250 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-70$3,338,811$254,104$3,630iApproximate average salary by contribution assumption: employee only about $90,751 at 4% or $60,501 at 6%; with 50% employer match about $60,501 at 4% or $40,334 at 6%; with 100% employer match about $45,376 at 4% or $30,250 at 6%.
2006168$3,153,477$210,530$3,096iApproximate average salary by contribution assumption: employee only about $77,401 at 4% or $51,600 at 6%; with 50% employer match about $51,600 at 4% or $34,400 at 6%; with 100% employer match about $38,700 at 4% or $25,800 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-68$3,153,477$210,530$3,096iApproximate average salary by contribution assumption: employee only about $77,401 at 4% or $51,600 at 6%; with 50% employer match about $51,600 at 4% or $34,400 at 6%; with 100% employer match about $38,700 at 4% or $25,800 at 6%.
2005158$2,721,910$195,732$3,375iApproximate average salary by contribution assumption: employee only about $84,367 at 4% or $56,245 at 6%; with 50% employer match about $56,245 at 4% or $37,497 at 6%; with 100% employer match about $42,184 at 4% or $28,122 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-58$2,721,910$195,732$3,375iApproximate average salary by contribution assumption: employee only about $84,367 at 4% or $56,245 at 6%; with 50% employer match about $56,245 at 4% or $37,497 at 6%; with 100% employer match about $42,184 at 4% or $28,122 at 6%.
2004158$2,554,928$189,123$3,261iApproximate average salary by contribution assumption: employee only about $81,519 at 4% or $54,346 at 6%; with 50% employer match about $54,346 at 4% or $36,230 at 6%; with 100% employer match about $40,759 at 4% or $27,173 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-58$2,554,928$189,123$3,261iApproximate average salary by contribution assumption: employee only about $81,519 at 4% or $54,346 at 6%; with 50% employer match about $54,346 at 4% or $36,230 at 6%; with 100% employer match about $40,759 at 4% or $27,173 at 6%.
2003157$0$0-
Exchange Bankshares Inc 401K Profit Sharing Plan-57---
2002157$1,831,474$198,175$3,477iApproximate average salary by contribution assumption: employee only about $86,919 at 4% or $57,946 at 6%; with 50% employer match about $57,946 at 4% or $38,631 at 6%; with 100% employer match about $43,459 at 4% or $28,973 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-57$1,831,474$198,175$3,477iApproximate average salary by contribution assumption: employee only about $86,919 at 4% or $57,946 at 6%; with 50% employer match about $57,946 at 4% or $38,631 at 6%; with 100% employer match about $43,459 at 4% or $28,973 at 6%.
2001150$1,995,665$185,740$3,715iApproximate average salary by contribution assumption: employee only about $92,870 at 4% or $61,913 at 6%; with 50% employer match about $61,913 at 4% or $41,276 at 6%; with 100% employer match about $46,435 at 4% or $30,957 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-50$1,995,665$185,740$3,715iApproximate average salary by contribution assumption: employee only about $92,870 at 4% or $61,913 at 6%; with 50% employer match about $61,913 at 4% or $41,276 at 6%; with 100% employer match about $46,435 at 4% or $30,957 at 6%.
2000152$2,117,192$163,788$3,150iApproximate average salary by contribution assumption: employee only about $78,744 at 4% or $52,496 at 6%; with 50% employer match about $52,496 at 4% or $34,997 at 6%; with 100% employer match about $39,372 at 4% or $26,248 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-52$2,117,192$163,788$3,150iApproximate average salary by contribution assumption: employee only about $78,744 at 4% or $52,496 at 6%; with 50% employer match about $52,496 at 4% or $34,997 at 6%; with 100% employer match about $39,372 at 4% or $26,248 at 6%.
1999254$2,527,254$147,473$2,731iApproximate average salary by contribution assumption: employee only about $68,275 at 4% or $45,516 at 6%; with 50% employer match about $45,516 at 4% or $30,344 at 6%; with 100% employer match about $34,137 at 4% or $22,758 at 6%.
Exchange Bankshares Inc 401K Profit Sharing Plan-54$1,876,512$147,473$2,731iApproximate average salary by contribution assumption: employee only about $68,275 at 4% or $45,516 at 6%; with 50% employer match about $45,516 at 4% or $30,344 at 6%; with 100% employer match about $34,137 at 4% or $22,758 at 6%.
Exchange Bank Defined Benefit Pension Plan-41$650,742--