Civic Intelligence

Colonial Loan Association

Plan context: Colonial Loan Association 401K Plan

EIN 62-1098745 • Morristown, TN • 21 filings • 1 plans

2645 W. Andrew Johnson HighwaySuite BMorristown, TN 37814
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$855,209

2025 Contributions

$205,347

Historical Graphs

Total Assets Over Time

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

$1,297,456$648,728$0200520152025YearValue
$855,209Latest year 2025

Participants Over Time

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

23120200520152025YearValue
21Latest year 2025

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
2025121$855,209$205,347$9,778iApproximate average salary by contribution assumption: employee only about $244,461 at 4% or $162,974 at 6%; with 50% employer match about $162,974 at 4% or $108,649 at 6%; with 100% employer match about $122,230 at 4% or $81,487 at 6%.
Colonial Loan Association 401K Plan-21$855,209$205,347$9,778iApproximate average salary by contribution assumption: employee only about $244,461 at 4% or $162,974 at 6%; with 50% employer match about $162,974 at 4% or $108,649 at 6%; with 100% employer match about $122,230 at 4% or $81,487 at 6%.
2024120$610,368$50,267$2,513iApproximate average salary by contribution assumption: employee only about $62,834 at 4% or $41,889 at 6%; with 50% employer match about $41,889 at 4% or $27,926 at 6%; with 100% employer match about $31,417 at 4% or $20,945 at 6%.
Colonial Loan Association 401K Plan-20$610,368$50,267$2,513iApproximate average salary by contribution assumption: employee only about $62,834 at 4% or $41,889 at 6%; with 50% employer match about $41,889 at 4% or $27,926 at 6%; with 100% employer match about $31,417 at 4% or $20,945 at 6%.
2023116$586,866$41,734$2,608iApproximate average salary by contribution assumption: employee only about $65,209 at 4% or $43,473 at 6%; with 50% employer match about $43,473 at 4% or $28,982 at 6%; with 100% employer match about $32,605 at 4% or $21,736 at 6%.
Colonial Loan Association 401K Plan-16$586,866$41,734$2,608iApproximate average salary by contribution assumption: employee only about $65,209 at 4% or $43,473 at 6%; with 50% employer match about $43,473 at 4% or $28,982 at 6%; with 100% employer match about $32,605 at 4% or $21,736 at 6%.
2022116$677,743$46,507$2,907iApproximate average salary by contribution assumption: employee only about $72,667 at 4% or $48,445 at 6%; with 50% employer match about $48,445 at 4% or $32,297 at 6%; with 100% employer match about $36,334 at 4% or $24,222 at 6%.
Colonial Loan Association 401K Plan-16$677,743$46,507$2,907iApproximate average salary by contribution assumption: employee only about $72,667 at 4% or $48,445 at 6%; with 50% employer match about $48,445 at 4% or $32,297 at 6%; with 100% employer match about $36,334 at 4% or $24,222 at 6%.
2021116$687,704$51,466$3,217iApproximate average salary by contribution assumption: employee only about $80,416 at 4% or $53,610 at 6%; with 50% employer match about $53,610 at 4% or $35,740 at 6%; with 100% employer match about $40,208 at 4% or $26,805 at 6%.
Colonial Loan Association 401K Plan-16$687,704$51,466$3,217iApproximate average salary by contribution assumption: employee only about $80,416 at 4% or $53,610 at 6%; with 50% employer match about $53,610 at 4% or $35,740 at 6%; with 100% employer match about $40,208 at 4% or $26,805 at 6%.
2020118$1,290,444$44,204$2,456iApproximate average salary by contribution assumption: employee only about $61,394 at 4% or $40,930 at 6%; with 50% employer match about $40,930 at 4% or $27,286 at 6%; with 100% employer match about $30,697 at 4% or $20,465 at 6%.
Colonial Loan Association 401K Plan-18$1,290,444$44,204$2,456iApproximate average salary by contribution assumption: employee only about $61,394 at 4% or $40,930 at 6%; with 50% employer match about $40,930 at 4% or $27,286 at 6%; with 100% employer match about $30,697 at 4% or $20,465 at 6%.
2019118$1,297,456$52,459$2,914iApproximate average salary by contribution assumption: employee only about $72,860 at 4% or $48,573 at 6%; with 50% employer match about $48,573 at 4% or $32,382 at 6%; with 100% employer match about $36,430 at 4% or $24,287 at 6%.
Colonial Loan Association 401K Plan-18$1,297,456$52,459$2,914iApproximate average salary by contribution assumption: employee only about $72,860 at 4% or $48,573 at 6%; with 50% employer match about $48,573 at 4% or $32,382 at 6%; with 100% employer match about $36,430 at 4% or $24,287 at 6%.
2018118$1,151,520$55,309$3,073iApproximate average salary by contribution assumption: employee only about $76,818 at 4% or $51,212 at 6%; with 50% employer match about $51,212 at 4% or $34,141 at 6%; with 100% employer match about $38,409 at 4% or $25,606 at 6%.
Colonial Loan Association 401K Plan-18$1,151,520$55,309$3,073iApproximate average salary by contribution assumption: employee only about $76,818 at 4% or $51,212 at 6%; with 50% employer match about $51,212 at 4% or $34,141 at 6%; with 100% employer match about $38,409 at 4% or $25,606 at 6%.
2017123$1,187,140$59,494$2,587iApproximate average salary by contribution assumption: employee only about $64,667 at 4% or $43,112 at 6%; with 50% employer match about $43,112 at 4% or $28,741 at 6%; with 100% employer match about $32,334 at 4% or $21,556 at 6%.
Colonial Loan Association 401K Plan-23$1,187,140$59,494$2,587iApproximate average salary by contribution assumption: employee only about $64,667 at 4% or $43,112 at 6%; with 50% employer match about $43,112 at 4% or $28,741 at 6%; with 100% employer match about $32,334 at 4% or $21,556 at 6%.
2016122$1,033,105$65,333$2,970iApproximate average salary by contribution assumption: employee only about $74,242 at 4% or $49,495 at 6%; with 50% employer match about $49,495 at 4% or $32,996 at 6%; with 100% employer match about $37,121 at 4% or $24,747 at 6%.
Colonial Loan Association 401K Plan-22$1,033,105$65,333$2,970iApproximate average salary by contribution assumption: employee only about $74,242 at 4% or $49,495 at 6%; with 50% employer match about $49,495 at 4% or $32,996 at 6%; with 100% employer match about $37,121 at 4% or $24,747 at 6%.
2015120$927,192$54,025$2,701iApproximate average salary by contribution assumption: employee only about $67,531 at 4% or $45,021 at 6%; with 50% employer match about $45,021 at 4% or $30,014 at 6%; with 100% employer match about $33,766 at 4% or $22,510 at 6%.
Colonial Loan Association 401K Plan-20$927,192$54,025$2,701iApproximate average salary by contribution assumption: employee only about $67,531 at 4% or $45,021 at 6%; with 50% employer match about $45,021 at 4% or $30,014 at 6%; with 100% employer match about $33,766 at 4% or $22,510 at 6%.
2014115$883,927$52,447$3,496iApproximate average salary by contribution assumption: employee only about $87,412 at 4% or $58,274 at 6%; with 50% employer match about $58,274 at 4% or $38,850 at 6%; with 100% employer match about $43,706 at 4% or $29,137 at 6%.
Colonial Loan Association 401K Plan-15$883,927$52,447$3,496iApproximate average salary by contribution assumption: employee only about $87,412 at 4% or $58,274 at 6%; with 50% employer match about $58,274 at 4% or $38,850 at 6%; with 100% employer match about $43,706 at 4% or $29,137 at 6%.
2013116$803,256$51,313$3,207iApproximate average salary by contribution assumption: employee only about $80,177 at 4% or $53,451 at 6%; with 50% employer match about $53,451 at 4% or $35,634 at 6%; with 100% employer match about $40,088 at 4% or $26,726 at 6%.
Colonial Loan Association 401K Plan-16$803,256$51,313$3,207iApproximate average salary by contribution assumption: employee only about $80,177 at 4% or $53,451 at 6%; with 50% employer match about $53,451 at 4% or $35,634 at 6%; with 100% employer match about $40,088 at 4% or $26,726 at 6%.
2012116$701,181$47,747$2,984iApproximate average salary by contribution assumption: employee only about $74,605 at 4% or $49,736 at 6%; with 50% employer match about $49,736 at 4% or $33,158 at 6%; with 100% employer match about $37,302 at 4% or $24,868 at 6%.
Colonial Loan Association 401K Plan-16$701,181$47,747$2,984iApproximate average salary by contribution assumption: employee only about $74,605 at 4% or $49,736 at 6%; with 50% employer match about $49,736 at 4% or $33,158 at 6%; with 100% employer match about $37,302 at 4% or $24,868 at 6%.
2011117$743,811$58,454$3,438iApproximate average salary by contribution assumption: employee only about $85,962 at 4% or $57,308 at 6%; with 50% employer match about $57,308 at 4% or $38,205 at 6%; with 100% employer match about $42,981 at 4% or $28,654 at 6%.
Colonial Loan Association 401K Plan-17$743,811$58,454$3,438iApproximate average salary by contribution assumption: employee only about $85,962 at 4% or $57,308 at 6%; with 50% employer match about $57,308 at 4% or $38,205 at 6%; with 100% employer match about $42,981 at 4% or $28,654 at 6%.
2010119$735,600$58,488$3,078iApproximate average salary by contribution assumption: employee only about $76,958 at 4% or $51,305 at 6%; with 50% employer match about $51,305 at 4% or $34,204 at 6%; with 100% employer match about $38,479 at 4% or $25,653 at 6%.
Colonial Loan Association 401K Plan-19$735,600$58,488$3,078iApproximate average salary by contribution assumption: employee only about $76,958 at 4% or $51,305 at 6%; with 50% employer match about $51,305 at 4% or $34,204 at 6%; with 100% employer match about $38,479 at 4% or $25,653 at 6%.
2009120$625,459$52,063$2,603iApproximate average salary by contribution assumption: employee only about $65,079 at 4% or $43,386 at 6%; with 50% employer match about $43,386 at 4% or $28,924 at 6%; with 100% employer match about $32,539 at 4% or $21,693 at 6%.
Colonial Loan Association 401K Plan-20$625,459$52,063$2,603iApproximate average salary by contribution assumption: employee only about $65,079 at 4% or $43,386 at 6%; with 50% employer match about $43,386 at 4% or $28,924 at 6%; with 100% employer match about $32,539 at 4% or $21,693 at 6%.
2008120$476,393$88,107$4,405iApproximate average salary by contribution assumption: employee only about $110,134 at 4% or $73,423 at 6%; with 50% employer match about $73,423 at 4% or $48,948 at 6%; with 100% employer match about $55,067 at 4% or $36,711 at 6%.
Colonial Loan Association 401K Plan-20$476,393$88,107$4,405iApproximate average salary by contribution assumption: employee only about $110,134 at 4% or $73,423 at 6%; with 50% employer match about $73,423 at 4% or $48,948 at 6%; with 100% employer match about $55,067 at 4% or $36,711 at 6%.
2007119$579,256$80,488$4,236iApproximate average salary by contribution assumption: employee only about $105,905 at 4% or $70,604 at 6%; with 50% employer match about $70,604 at 4% or $47,069 at 6%; with 100% employer match about $52,953 at 4% or $35,302 at 6%.
Colonial Loan Association 401K Plan-19$579,256$80,488$4,236iApproximate average salary by contribution assumption: employee only about $105,905 at 4% or $70,604 at 6%; with 50% employer match about $70,604 at 4% or $47,069 at 6%; with 100% employer match about $52,953 at 4% or $35,302 at 6%.
2006121$499,640$70,601$3,362iApproximate average salary by contribution assumption: employee only about $84,049 at 4% or $56,033 at 6%; with 50% employer match about $56,033 at 4% or $37,355 at 6%; with 100% employer match about $42,024 at 4% or $28,016 at 6%.
Colonial Loan Association 401K Plan-21$499,640$70,601$3,362iApproximate average salary by contribution assumption: employee only about $84,049 at 4% or $56,033 at 6%; with 50% employer match about $56,033 at 4% or $37,355 at 6%; with 100% employer match about $42,024 at 4% or $28,016 at 6%.
2005121$395,313$378,343$18,016iApproximate average salary by contribution assumption: employee only about $450,408 at 4% or $300,272 at 6%; with 50% employer match about $300,272 at 4% or $200,181 at 6%; with 100% employer match about $225,204 at 4% or $150,136 at 6%.
Colonial Loan Association 401K Plan-21$395,313$378,343$18,016iApproximate average salary by contribution assumption: employee only about $450,408 at 4% or $300,272 at 6%; with 50% employer match about $300,272 at 4% or $200,181 at 6%; with 100% employer match about $225,204 at 4% or $150,136 at 6%.