Coconut Grove Bank
Plan context: Coconut Grove Bank 401(K) and Profit Sharing Plan
EIN 59-0199400 • 68 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
111
2024 Assets
$9,600,031
2024 Contributions
$1,411,729
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 | 5 | 111 | $9,600,031 | $1,411,729 | $12,718iApproximate average salary by contribution assumption: employee only about $317,957 at 4% or $211,971 at 6%; with 50% employer match about $211,971 at 4% or $141,314 at 6%; with 100% employer match about $158,978 at 4% or $105,986 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 108 | $9,600,031 | $1,411,729 | $13,072iApproximate average salary by contribution assumption: employee only about $326,789 at 4% or $217,859 at 6%; with 50% employer match about $217,859 at 4% or $145,240 at 6%; with 100% employer match about $163,395 at 4% or $108,930 at 6%. |
| Grove Bank & Trust Life Plan | - | 111 | - | - | - |
| Grove Bank & Trust Ad&D Plan | - | 111 | - | - | - |
| Grove Bank & Trust Std Plan | - | 111 | - | - | - |
| Grove Bank & Trust Ltd Plan | - | 111 | - | - | - |
| 2023 | 5 | 118 | $8,624,885 | $1,617,943 | $13,711iApproximate average salary by contribution assumption: employee only about $342,785 at 4% or $228,523 at 6%; with 50% employer match about $228,523 at 4% or $152,349 at 6%; with 100% employer match about $171,392 at 4% or $114,262 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 102 | $8,624,885 | $1,617,943 | $15,862iApproximate average salary by contribution assumption: employee only about $396,555 at 4% or $264,370 at 6%; with 50% employer match about $264,370 at 4% or $176,247 at 6%; with 100% employer match about $198,277 at 4% or $132,185 at 6%. |
| Grove Bank & Trust Life Plan | - | 118 | - | - | - |
| Grove Bank & Trust Ad&D Plan | - | 118 | - | - | - |
| Grove Bank & Trust Std Plan | - | 118 | - | - | - |
| Grove Bank & Trust Ltd Plan | - | 118 | - | - | - |
| 2022 | 5 | 108 | $8,858,738 | $1,362,391 | $12,615iApproximate average salary by contribution assumption: employee only about $315,368 at 4% or $210,246 at 6%; with 50% employer match about $210,246 at 4% or $140,164 at 6%; with 100% employer match about $157,684 at 4% or $105,123 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 108 | $8,858,738 | $1,362,391 | $12,615iApproximate average salary by contribution assumption: employee only about $315,368 at 4% or $210,246 at 6%; with 50% employer match about $210,246 at 4% or $140,164 at 6%; with 100% employer match about $157,684 at 4% or $105,123 at 6%. |
| Grove Bank & Trust Life Plan | - | 103 | - | - | - |
| Grove Bank & Trust Ad&D Plan | - | 103 | - | - | - |
| Grove Bank & Trust Std Plan | - | 104 | - | - | - |
| Grove Bank & Trust Ltd Plan | - | 104 | - | - | - |
| 2021 | 5 | 104 | $9,788,296 | $1,269,606 | $12,208iApproximate average salary by contribution assumption: employee only about $305,194 at 4% or $203,463 at 6%; with 50% employer match about $203,463 at 4% or $135,642 at 6%; with 100% employer match about $152,597 at 4% or $101,731 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 98 | $9,788,296 | $1,269,606 | $12,955iApproximate average salary by contribution assumption: employee only about $323,879 at 4% or $215,919 at 6%; with 50% employer match about $215,919 at 4% or $143,946 at 6%; with 100% employer match about $161,940 at 4% or $107,960 at 6%. |
| Grove Bank & Trust Life Plan | - | 103 | - | - | - |
| Grove Bank & Trust Ad&D Plan | - | 103 | - | - | - |
| Grove Bank & Trust Std Plan | - | 104 | - | - | - |
| Grove Bank & Trust Ltd Plan | - | 104 | - | - | - |
| 2020 | 5 | 104 | $8,038,950 | $1,065,216 | $10,242iApproximate average salary by contribution assumption: employee only about $256,062 at 4% or $170,708 at 6%; with 50% employer match about $170,708 at 4% or $113,805 at 6%; with 100% employer match about $128,031 at 4% or $85,354 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 100 | $8,038,950 | $1,065,216 | $10,652iApproximate average salary by contribution assumption: employee only about $266,304 at 4% or $177,536 at 6%; with 50% employer match about $177,536 at 4% or $118,357 at 6%; with 100% employer match about $133,152 at 4% or $88,768 at 6%. |
| Grove Bank & Trust Life Plan | - | 103 | - | - | - |
| Grove Bank & Trust Ad&D Plan | - | 103 | - | - | - |
| Grove Bank & Trust Std Plan | - | 104 | - | - | - |
| Grove Bank & Trust Ltd Plan | - | 104 | - | - | - |
| 2019 | 1 | 103 | $6,903,557 | $1,073,461 | $10,422iApproximate average salary by contribution assumption: employee only about $260,549 at 4% or $173,699 at 6%; with 50% employer match about $173,699 at 4% or $115,799 at 6%; with 100% employer match about $130,274 at 4% or $86,850 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 103 | $6,903,557 | $1,073,461 | $10,422iApproximate average salary by contribution assumption: employee only about $260,549 at 4% or $173,699 at 6%; with 50% employer match about $173,699 at 4% or $115,799 at 6%; with 100% employer match about $130,274 at 4% or $86,850 at 6%. |
| 2018 | 1 | 100 | $6,362,768 | $1,368,195 | $13,682iApproximate average salary by contribution assumption: employee only about $342,049 at 4% or $228,033 at 6%; with 50% employer match about $228,033 at 4% or $152,022 at 6%; with 100% employer match about $171,024 at 4% or $114,016 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 100 | $6,362,768 | $1,368,195 | $13,682iApproximate average salary by contribution assumption: employee only about $342,049 at 4% or $228,033 at 6%; with 50% employer match about $228,033 at 4% or $152,022 at 6%; with 100% employer match about $171,024 at 4% or $114,016 at 6%. |
| 2017 | 1 | 91 | $6,099,517 | $707,556 | $7,775iApproximate average salary by contribution assumption: employee only about $194,384 at 4% or $129,589 at 6%; with 50% employer match about $129,589 at 4% or $86,393 at 6%; with 100% employer match about $97,192 at 4% or $64,795 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 91 | $6,099,517 | $707,556 | $7,775iApproximate average salary by contribution assumption: employee only about $194,384 at 4% or $129,589 at 6%; with 50% employer match about $129,589 at 4% or $86,393 at 6%; with 100% employer match about $97,192 at 4% or $64,795 at 6%. |
| 2016 | 1 | 85 | $5,297,913 | $710,056 | $8,354iApproximate average salary by contribution assumption: employee only about $208,840 at 4% or $139,227 at 6%; with 50% employer match about $139,227 at 4% or $92,818 at 6%; with 100% employer match about $104,420 at 4% or $69,613 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 85 | $5,297,913 | $710,056 | $8,354iApproximate average salary by contribution assumption: employee only about $208,840 at 4% or $139,227 at 6%; with 50% employer match about $139,227 at 4% or $92,818 at 6%; with 100% employer match about $104,420 at 4% or $69,613 at 6%. |
| 2015 | 1 | 84 | $4,901,108 | $993,638 | $11,829iApproximate average salary by contribution assumption: employee only about $295,726 at 4% or $197,150 at 6%; with 50% employer match about $197,150 at 4% or $131,434 at 6%; with 100% employer match about $147,863 at 4% or $98,575 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 84 | $4,901,108 | $993,638 | $11,829iApproximate average salary by contribution assumption: employee only about $295,726 at 4% or $197,150 at 6%; with 50% employer match about $197,150 at 4% or $131,434 at 6%; with 100% employer match about $147,863 at 4% or $98,575 at 6%. |
| 2014 | 1 | 94 | $4,904,362 | $862,350 | $9,174iApproximate average salary by contribution assumption: employee only about $229,348 at 4% or $152,899 at 6%; with 50% employer match about $152,899 at 4% or $101,933 at 6%; with 100% employer match about $114,674 at 4% or $76,449 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 94 | $4,904,362 | $862,350 | $9,174iApproximate average salary by contribution assumption: employee only about $229,348 at 4% or $152,899 at 6%; with 50% employer match about $152,899 at 4% or $101,933 at 6%; with 100% employer match about $114,674 at 4% or $76,449 at 6%. |
| 2013 | 1 | 93 | $4,445,063 | $522,101 | $5,614iApproximate average salary by contribution assumption: employee only about $140,350 at 4% or $93,566 at 6%; with 50% employer match about $93,566 at 4% or $62,378 at 6%; with 100% employer match about $70,175 at 4% or $46,783 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 93 | $4,445,063 | $522,101 | $5,614iApproximate average salary by contribution assumption: employee only about $140,350 at 4% or $93,566 at 6%; with 50% employer match about $93,566 at 4% or $62,378 at 6%; with 100% employer match about $70,175 at 4% or $46,783 at 6%. |
| 2012 | 2 | 97 | $3,964,472 | $529,672 | $5,461iApproximate average salary by contribution assumption: employee only about $136,513 at 4% or $91,009 at 6%; with 50% employer match about $91,009 at 4% or $60,673 at 6%; with 100% employer match about $68,257 at 4% or $45,504 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 96 | $3,964,472 | $529,672 | $5,517iApproximate average salary by contribution assumption: employee only about $137,935 at 4% or $91,957 at 6%; with 50% employer match about $91,957 at 4% or $61,305 at 6%; with 100% employer match about $68,968 at 4% or $45,978 at 6%. |
| COCONUT GROVE BANK EMPLOYEE WELFARE BENEFIT PLAN | - | 97 | - | - | - |
| 2011 | 2 | 111 | $3,868,914 | $341,915 | $3,080iApproximate average salary by contribution assumption: employee only about $77,008 at 4% or $51,339 at 6%; with 50% employer match about $51,339 at 4% or $34,226 at 6%; with 100% employer match about $38,504 at 4% or $25,669 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 95 | $3,868,914 | $341,915 | $3,599iApproximate average salary by contribution assumption: employee only about $89,978 at 4% or $59,985 at 6%; with 50% employer match about $59,985 at 4% or $39,990 at 6%; with 100% employer match about $44,989 at 4% or $29,993 at 6%. |
| COCONUT GROVE BANK EMPLOYEE WELFARE BENEFIT PLAN | - | 111 | - | - | - |
| 2010 | 2 | 112 | $4,221,261 | $284,693 | $2,542iApproximate average salary by contribution assumption: employee only about $63,548 at 4% or $42,365 at 6%; with 50% employer match about $42,365 at 4% or $28,243 at 6%; with 100% employer match about $31,774 at 4% or $21,183 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 105 | $4,221,261 | $284,693 | $2,711iApproximate average salary by contribution assumption: employee only about $67,784 at 4% or $45,189 at 6%; with 50% employer match about $45,189 at 4% or $30,126 at 6%; with 100% employer match about $33,892 at 4% or $22,595 at 6%. |
| COCONUT GROVE BANK EMPLOYEE WELFARE BENEFIT PLAN | - | 112 | - | - | - |
| 2009 | 2 | 122 | $4,547,071 | $352,134 | $2,886iApproximate average salary by contribution assumption: employee only about $72,159 at 4% or $48,106 at 6%; with 50% employer match about $48,106 at 4% or $32,070 at 6%; with 100% employer match about $36,079 at 4% or $24,053 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 102 | $4,547,071 | $352,134 | $3,452iApproximate average salary by contribution assumption: employee only about $86,307 at 4% or $57,538 at 6%; with 50% employer match about $57,538 at 4% or $38,359 at 6%; with 100% employer match about $43,154 at 4% or $28,769 at 6%. |
| COCONUT GROVE BANK EMPLOYEE WELFARE BENEFIT PLAN | - | 122 | - | - | - |
| 2008 | 3 | 126 | $5,242,208 | $621,661 | $4,934iApproximate average salary by contribution assumption: employee only about $123,345 at 4% or $82,230 at 6%; with 50% employer match about $82,230 at 4% or $54,820 at 6%; with 100% employer match about $61,673 at 4% or $41,115 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 120 | $4,369,384 | $621,327 | $5,178iApproximate average salary by contribution assumption: employee only about $129,443 at 4% or $86,295 at 6%; with 50% employer match about $86,295 at 4% or $57,530 at 6%; with 100% employer match about $64,722 at 4% or $43,148 at 6%. |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BANK | - | 0 | $872,824 | $334 | - |
| COCONUT GROVE BANK EMPLOYEE WELFARE BENEFIT PLAN | - | 126 | - | - | - |
| 2007 | 3 | 113 | $11,037,579 | $801,422 | $7,092iApproximate average salary by contribution assumption: employee only about $177,306 at 4% or $118,204 at 6%; with 50% employer match about $118,204 at 4% or $78,803 at 6%; with 100% employer match about $88,653 at 4% or $59,102 at 6%. |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BANK | - | 105 | $6,287,030 | $194,130 | $1,849iApproximate average salary by contribution assumption: employee only about $46,221 at 4% or $30,814 at 6%; with 50% employer match about $30,814 at 4% or $20,543 at 6%; with 100% employer match about $23,111 at 4% or $15,407 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 113 | $4,750,549 | $607,292 | $5,374iApproximate average salary by contribution assumption: employee only about $134,357 at 4% or $89,571 at 6%; with 50% employer match about $89,571 at 4% or $59,714 at 6%; with 100% employer match about $67,178 at 4% or $44,786 at 6%. |
| COCONUT GROVE BANK EMPLOYEE WELFARE BENEFIT PLAN | - | 113 | - | - | - |
| 2006 | 3 | 113 | $11,479,358 | $673,697 | $5,962iApproximate average salary by contribution assumption: employee only about $149,048 at 4% or $99,365 at 6%; with 50% employer match about $99,365 at 4% or $66,244 at 6%; with 100% employer match about $74,524 at 4% or $49,683 at 6%. |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BANK | - | 80 | $6,499,029 | - | - |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 113 | $4,980,329 | $673,697 | $5,962iApproximate average salary by contribution assumption: employee only about $149,048 at 4% or $99,365 at 6%; with 50% employer match about $99,365 at 4% or $66,244 at 6%; with 100% employer match about $74,524 at 4% or $49,683 at 6%. |
| COCONUT GROVE BANK EMPLOYEE WELFARE BENEFIT PLAN | - | 106 | - | - | - |
| 2005 | 4 | 114 | $11,662,230 | $1,484,172 | $13,019iApproximate average salary by contribution assumption: employee only about $325,476 at 4% or $216,984 at 6%; with 50% employer match about $216,984 at 4% or $144,656 at 6%; with 100% employer match about $162,738 at 4% or $108,492 at 6%. |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BANK | - | 95 | $6,993,330 | $899,962 | $9,473iApproximate average salary by contribution assumption: employee only about $236,832 at 4% or $157,888 at 6%; with 50% employer match about $157,888 at 4% or $105,259 at 6%; with 100% employer match about $118,416 at 4% or $78,944 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 114 | $4,668,900 | $584,210 | $5,125iApproximate average salary by contribution assumption: employee only about $128,116 at 4% or $85,411 at 6%; with 50% employer match about $85,411 at 4% or $56,941 at 6%; with 100% employer match about $64,058 at 4% or $42,705 at 6%. |
| COCONUT GROVE BANK EMPLOYEE WELFARE BENEFIT PLAN | - | 104 | - | - | - |
| COCONUT GROVE BANK EMPLOYEES PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2004 | 3 | 95 | $10,666,466 | $1,858,786 | $19,566iApproximate average salary by contribution assumption: employee only about $489,154 at 4% or $326,103 at 6%; with 50% employer match about $326,103 at 4% or $217,402 at 6%; with 100% employer match about $244,577 at 4% or $163,051 at 6%. |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BANK | - | 85 | $6,172,982 | $1,403,506 | $16,512iApproximate average salary by contribution assumption: employee only about $412,796 at 4% or $275,197 at 6%; with 50% employer match about $275,197 at 4% or $183,465 at 6%; with 100% employer match about $206,398 at 4% or $137,599 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 95 | $4,491,132 | $455,280 | $4,792iApproximate average salary by contribution assumption: employee only about $119,811 at 4% or $79,874 at 6%; with 50% employer match about $79,874 at 4% or $53,249 at 6%; with 100% employer match about $59,905 at 4% or $39,937 at 6%. |
| COCONUT GROVE BANK EMPLOYEES PROFIT SHARING PLAN | - | 0 | $2,352 | - | - |
| 2003 | 3 | 105 | $0 | $0 | - |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 105 | - | - | - |
| COCONUT GROVE BANK EMPLOYEES PROFIT SHARING PLAN | - | 93 | - | - | - |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BAN | - | 92 | - | - | - |
| 2002 | 3 | 109 | $4,576,734 | $690,000 | $6,330iApproximate average salary by contribution assumption: employee only about $158,257 at 4% or $105,505 at 6%; with 50% employer match about $105,505 at 4% or $70,336 at 6%; with 100% employer match about $79,128 at 4% or $52,752 at 6%. |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BANK | - | 83 | $2,445,322 | $480,000 | $5,783iApproximate average salary by contribution assumption: employee only about $144,578 at 4% or $96,386 at 6%; with 50% employer match about $96,386 at 4% or $64,257 at 6%; with 100% employer match about $72,289 at 4% or $48,193 at 6%. |
| COCONUT GROVE BANK EMPLOYEES PROFIT SHARING PLAN | - | 84 | $2,131,412 | $210,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 109 | - | - | - |
| 2001 | 3 | 97 | $0 | $0 | - |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BANK | - | 78 | - | - | - |
| COCONUT GROVE BANK EMPLOYEES PROFIT SHARING PLAN | - | 78 | - | - | - |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 97 | - | - | - |
| 2000 | 3 | 87 | $1,752,867 | $194,430 | $2,235iApproximate average salary by contribution assumption: employee only about $55,871 at 4% or $37,247 at 6%; with 50% employer match about $37,247 at 4% or $24,831 at 6%; with 100% employer match about $27,935 at 4% or $18,624 at 6%. |
| Coconut Grove Bank 401(K) and Profit Sharing Plan | - | 87 | $1,752,867 | $194,430 | $2,235iApproximate average salary by contribution assumption: employee only about $55,871 at 4% or $37,247 at 6%; with 50% employer match about $37,247 at 4% or $24,831 at 6%; with 100% employer match about $27,935 at 4% or $18,624 at 6%. |
| RETIREMENT PLAN FOR EMPLOYEES OF COCONUT GROVE BANK | - | 70 | - | - | - |
| COCONUT GROVE BANK EMPLOYEES PROFIT SHARING PLAN | - | 69 | - | - | - |