Civic Intelligence

First West Inc.

Plan context: First West Inc. 401K Profit Sharing Plan and Trust

EIN 81-0340241 • Bozeman, MT • 33 filings • 7 plans

1905 Stadium DriveBozeman, MT 59715
Current Snapshot

Latest Year

2025

2025 Participants

53

2025 Assets

$13,437,196

2025 Contributions

$806,599

Historical Graphs

Total Assets Over Time

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

$13,437,196$6,718,598$0199920132025YearValue
$13,437,196Latest year 2025

Participants Over Time

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

53270199920122025YearValue
53Latest 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
2025153$13,437,196$806,599$15,219iApproximate average salary by contribution assumption: employee only about $380,471 at 4% or $253,647 at 6%; with 50% employer match about $253,647 at 4% or $169,098 at 6%; with 100% employer match about $190,236 at 4% or $126,824 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-53$13,437,196$806,599$15,219iApproximate average salary by contribution assumption: employee only about $380,471 at 4% or $253,647 at 6%; with 50% employer match about $253,647 at 4% or $169,098 at 6%; with 100% employer match about $190,236 at 4% or $126,824 at 6%.
2024148$13,185,697$749,673$15,618iApproximate average salary by contribution assumption: employee only about $390,455 at 4% or $260,303 at 6%; with 50% employer match about $260,303 at 4% or $173,535 at 6%; with 100% employer match about $195,227 at 4% or $130,152 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-48$13,185,697$749,673$15,618iApproximate average salary by contribution assumption: employee only about $390,455 at 4% or $260,303 at 6%; with 50% employer match about $260,303 at 4% or $173,535 at 6%; with 100% employer match about $195,227 at 4% or $130,152 at 6%.
2023145$10,591,527$621,383$13,809iApproximate average salary by contribution assumption: employee only about $345,213 at 4% or $230,142 at 6%; with 50% employer match about $230,142 at 4% or $153,428 at 6%; with 100% employer match about $172,606 at 4% or $115,071 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-45$10,591,527$621,383$13,809iApproximate average salary by contribution assumption: employee only about $345,213 at 4% or $230,142 at 6%; with 50% employer match about $230,142 at 4% or $153,428 at 6%; with 100% employer match about $172,606 at 4% or $115,071 at 6%.
2022142$8,249,029$832,467$19,821iApproximate average salary by contribution assumption: employee only about $495,516 at 4% or $330,344 at 6%; with 50% employer match about $330,344 at 4% or $220,229 at 6%; with 100% employer match about $247,758 at 4% or $165,172 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-42$8,249,029$832,467$19,821iApproximate average salary by contribution assumption: employee only about $495,516 at 4% or $330,344 at 6%; with 50% employer match about $330,344 at 4% or $220,229 at 6%; with 100% employer match about $247,758 at 4% or $165,172 at 6%.
2021139$9,289,814$484,607$12,426iApproximate average salary by contribution assumption: employee only about $310,646 at 4% or $207,097 at 6%; with 50% employer match about $207,097 at 4% or $138,065 at 6%; with 100% employer match about $155,323 at 4% or $103,549 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-39$9,289,814$484,607$12,426iApproximate average salary by contribution assumption: employee only about $310,646 at 4% or $207,097 at 6%; with 50% employer match about $207,097 at 4% or $138,065 at 6%; with 100% employer match about $155,323 at 4% or $103,549 at 6%.
2020138$8,617,582$456,570$12,015iApproximate average salary by contribution assumption: employee only about $300,375 at 4% or $200,250 at 6%; with 50% employer match about $200,250 at 4% or $133,500 at 6%; with 100% employer match about $150,188 at 4% or $100,125 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-38$8,617,582$456,570$12,015iApproximate average salary by contribution assumption: employee only about $300,375 at 4% or $200,250 at 6%; with 50% employer match about $200,250 at 4% or $133,500 at 6%; with 100% employer match about $150,188 at 4% or $100,125 at 6%.
2019139$6,797,481$380,878$9,766iApproximate average salary by contribution assumption: employee only about $244,153 at 4% or $162,768 at 6%; with 50% employer match about $162,768 at 4% or $108,512 at 6%; with 100% employer match about $122,076 at 4% or $81,384 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-39$6,797,481$380,878$9,766iApproximate average salary by contribution assumption: employee only about $244,153 at 4% or $162,768 at 6%; with 50% employer match about $162,768 at 4% or $108,512 at 6%; with 100% employer match about $122,076 at 4% or $81,384 at 6%.
2018139$5,162,565$350,518$8,988iApproximate average salary by contribution assumption: employee only about $224,691 at 4% or $149,794 at 6%; with 50% employer match about $149,794 at 4% or $99,863 at 6%; with 100% employer match about $112,346 at 4% or $74,897 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-39$5,162,565$350,518$8,988iApproximate average salary by contribution assumption: employee only about $224,691 at 4% or $149,794 at 6%; with 50% employer match about $149,794 at 4% or $99,863 at 6%; with 100% employer match about $112,346 at 4% or $74,897 at 6%.
2017137$5,282,993$394,523$10,663iApproximate average salary by contribution assumption: employee only about $266,570 at 4% or $177,713 at 6%; with 50% employer match about $177,713 at 4% or $118,475 at 6%; with 100% employer match about $133,285 at 4% or $88,857 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-37$5,282,993$394,523$10,663iApproximate average salary by contribution assumption: employee only about $266,570 at 4% or $177,713 at 6%; with 50% employer match about $177,713 at 4% or $118,475 at 6%; with 100% employer match about $133,285 at 4% or $88,857 at 6%.
2016133$4,131,293$278,460$8,438iApproximate average salary by contribution assumption: employee only about $210,955 at 4% or $140,636 at 6%; with 50% employer match about $140,636 at 4% or $93,758 at 6%; with 100% employer match about $105,477 at 4% or $70,318 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-33$4,131,293$278,460$8,438iApproximate average salary by contribution assumption: employee only about $210,955 at 4% or $140,636 at 6%; with 50% employer match about $140,636 at 4% or $93,758 at 6%; with 100% employer match about $105,477 at 4% or $70,318 at 6%.
2015134$4,371,035$273,772$8,052iApproximate average salary by contribution assumption: employee only about $201,303 at 4% or $134,202 at 6%; with 50% employer match about $134,202 at 4% or $89,468 at 6%; with 100% employer match about $100,651 at 4% or $67,101 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-34$4,371,035$273,772$8,052iApproximate average salary by contribution assumption: employee only about $201,303 at 4% or $134,202 at 6%; with 50% employer match about $134,202 at 4% or $89,468 at 6%; with 100% employer match about $100,651 at 4% or $67,101 at 6%.
2014131$4,409,720$283,271$9,138iApproximate average salary by contribution assumption: employee only about $228,444 at 4% or $152,296 at 6%; with 50% employer match about $152,296 at 4% or $101,531 at 6%; with 100% employer match about $114,222 at 4% or $76,148 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-31$4,409,720$283,271$9,138iApproximate average salary by contribution assumption: employee only about $228,444 at 4% or $152,296 at 6%; with 50% employer match about $152,296 at 4% or $101,531 at 6%; with 100% employer match about $114,222 at 4% or $76,148 at 6%.
2013136$3,936,424$294,657$8,185iApproximate average salary by contribution assumption: employee only about $204,623 at 4% or $136,415 at 6%; with 50% employer match about $136,415 at 4% or $90,944 at 6%; with 100% employer match about $102,311 at 4% or $68,208 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-36$3,936,424$294,657$8,185iApproximate average salary by contribution assumption: employee only about $204,623 at 4% or $136,415 at 6%; with 50% employer match about $136,415 at 4% or $90,944 at 6%; with 100% employer match about $102,311 at 4% or $68,208 at 6%.
2012138$3,496,325$255,670$6,728iApproximate average salary by contribution assumption: employee only about $168,204 at 4% or $112,136 at 6%; with 50% employer match about $112,136 at 4% or $74,757 at 6%; with 100% employer match about $84,102 at 4% or $56,068 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-38$3,496,325$255,670$6,728iApproximate average salary by contribution assumption: employee only about $168,204 at 4% or $112,136 at 6%; with 50% employer match about $112,136 at 4% or $74,757 at 6%; with 100% employer match about $84,102 at 4% or $56,068 at 6%.
2011138$3,341,331$290,338$7,640iApproximate average salary by contribution assumption: employee only about $191,012 at 4% or $127,341 at 6%; with 50% employer match about $127,341 at 4% or $84,894 at 6%; with 100% employer match about $95,506 at 4% or $63,671 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-38$3,341,331$290,338$7,640iApproximate average salary by contribution assumption: employee only about $191,012 at 4% or $127,341 at 6%; with 50% employer match about $127,341 at 4% or $84,894 at 6%; with 100% employer match about $95,506 at 4% or $63,671 at 6%.
2010129$3,294,455$245,515$8,466iApproximate average salary by contribution assumption: employee only about $211,651 at 4% or $141,101 at 6%; with 50% employer match about $141,101 at 4% or $94,067 at 6%; with 100% employer match about $105,825 at 4% or $70,550 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-29$3,294,455$245,515$8,466iApproximate average salary by contribution assumption: employee only about $211,651 at 4% or $141,101 at 6%; with 50% employer match about $141,101 at 4% or $94,067 at 6%; with 100% employer match about $105,825 at 4% or $70,550 at 6%.
2009134$2,688,024$260,887$7,673iApproximate average salary by contribution assumption: employee only about $191,829 at 4% or $127,886 at 6%; with 50% employer match about $127,886 at 4% or $85,257 at 6%; with 100% employer match about $95,914 at 4% or $63,943 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-34$2,688,024$260,887$7,673iApproximate average salary by contribution assumption: employee only about $191,829 at 4% or $127,886 at 6%; with 50% employer match about $127,886 at 4% or $85,257 at 6%; with 100% employer match about $95,914 at 4% or $63,943 at 6%.
2008133$0$94,954$2,877iApproximate average salary by contribution assumption: employee only about $71,935 at 4% or $47,957 at 6%; with 50% employer match about $47,957 at 4% or $31,971 at 6%; with 100% employer match about $35,967 at 4% or $23,978 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-33-$94,954$2,877iApproximate average salary by contribution assumption: employee only about $71,935 at 4% or $47,957 at 6%; with 50% employer match about $47,957 at 4% or $31,971 at 6%; with 100% employer match about $35,967 at 4% or $23,978 at 6%.
2007129$3,393,825$305,068$10,520iApproximate average salary by contribution assumption: employee only about $262,990 at 4% or $175,326 at 6%; with 50% employer match about $175,326 at 4% or $116,884 at 6%; with 100% employer match about $131,495 at 4% or $87,663 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-29$3,393,825$305,068$10,520iApproximate average salary by contribution assumption: employee only about $262,990 at 4% or $175,326 at 6%; with 50% employer match about $175,326 at 4% or $116,884 at 6%; with 100% employer match about $131,495 at 4% or $87,663 at 6%.
2006130$2,912,447$298,756$9,959iApproximate average salary by contribution assumption: employee only about $248,963 at 4% or $165,976 at 6%; with 50% employer match about $165,976 at 4% or $110,650 at 6%; with 100% employer match about $124,482 at 4% or $82,988 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-30$2,912,447$298,756$9,959iApproximate average salary by contribution assumption: employee only about $248,963 at 4% or $165,976 at 6%; with 50% employer match about $165,976 at 4% or $110,650 at 6%; with 100% employer match about $124,482 at 4% or $82,988 at 6%.
2005231$2,281,163$226,792$7,316iApproximate average salary by contribution assumption: employee only about $182,897 at 4% or $121,931 at 6%; with 50% employer match about $121,931 at 4% or $81,287 at 6%; with 100% employer match about $91,448 at 4% or $60,966 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-31$2,281,163$226,792$7,316iApproximate average salary by contribution assumption: employee only about $182,897 at 4% or $121,931 at 6%; with 50% employer match about $121,931 at 4% or $81,287 at 6%; with 100% employer match about $91,448 at 4% or $60,966 at 6%.
First West Inc. Target Benefit Plan and Trust-0---
2004230$2,426,878$317,124$10,571iApproximate average salary by contribution assumption: employee only about $264,270 at 4% or $176,180 at 6%; with 50% employer match about $176,180 at 4% or $117,453 at 6%; with 100% employer match about $132,135 at 4% or $88,090 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-30$1,959,996$195,117$6,504iApproximate average salary by contribution assumption: employee only about $162,598 at 4% or $108,398 at 6%; with 50% employer match about $108,398 at 4% or $72,266 at 6%; with 100% employer match about $81,299 at 4% or $54,199 at 6%.
First West Inc. Target Benefit Plan and Trust-30$466,882$122,007$4,067iApproximate average salary by contribution assumption: employee only about $101,673 at 4% or $67,782 at 6%; with 50% employer match about $67,782 at 4% or $45,188 at 6%; with 100% employer match about $50,836 at 4% or $33,891 at 6%.
2003226$2,142,613$231,956$8,921iApproximate average salary by contribution assumption: employee only about $223,035 at 4% or $148,690 at 6%; with 50% employer match about $148,690 at 4% or $99,126 at 6%; with 100% employer match about $111,517 at 4% or $74,345 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-26$1,805,891$166,546$6,406iApproximate average salary by contribution assumption: employee only about $160,140 at 4% or $106,760 at 6%; with 50% employer match about $106,760 at 4% or $71,174 at 6%; with 100% employer match about $80,070 at 4% or $53,380 at 6%.
First West Inc. Target Benefit Plan and Trust-26$336,722$65,410$2,516iApproximate average salary by contribution assumption: employee only about $62,894 at 4% or $41,929 at 6%; with 50% employer match about $41,929 at 4% or $27,953 at 6%; with 100% employer match about $31,447 at 4% or $20,965 at 6%.
2002221$1,724,417$187,217$8,915iApproximate average salary by contribution assumption: employee only about $222,877 at 4% or $148,585 at 6%; with 50% employer match about $148,585 at 4% or $99,057 at 6%; with 100% employer match about $111,439 at 4% or $74,292 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-21$1,477,019$150,857$7,184iApproximate average salary by contribution assumption: employee only about $179,592 at 4% or $119,728 at 6%; with 50% employer match about $119,728 at 4% or $79,819 at 6%; with 100% employer match about $89,796 at 4% or $59,864 at 6%.
First West Inc. Target Benefit Plan and Trust-21$247,398$36,360$1,731iApproximate average salary by contribution assumption: employee only about $43,286 at 4% or $28,857 at 6%; with 50% employer match about $28,857 at 4% or $19,238 at 6%; with 100% employer match about $21,643 at 4% or $14,429 at 6%.
2001124$0$0-
First West Inc. 401K Profit Sharing Plan and Trust-24---
2000224$1,805,396$117,896$4,912iApproximate average salary by contribution assumption: employee only about $122,808 at 4% or $81,872 at 6%; with 50% employer match about $81,872 at 4% or $54,581 at 6%; with 100% employer match about $61,404 at 4% or $40,936 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-24$1,544,256$83,501$3,479iApproximate average salary by contribution assumption: employee only about $86,980 at 4% or $57,987 at 6%; with 50% employer match about $57,987 at 4% or $38,658 at 6%; with 100% employer match about $43,490 at 4% or $28,993 at 6%.
First West Inc. Target Benefit Plan and Trust-24$261,140$34,395$1,433iApproximate average salary by contribution assumption: employee only about $35,828 at 4% or $23,885 at 6%; with 50% employer match about $23,885 at 4% or $15,924 at 6%; with 100% employer match about $17,914 at 4% or $11,943 at 6%.
1999226$1,581,720$117,117$4,505iApproximate average salary by contribution assumption: employee only about $112,613 at 4% or $75,075 at 6%; with 50% employer match about $75,075 at 4% or $50,050 at 6%; with 100% employer match about $56,306 at 4% or $37,538 at 6%.
First West Inc. 401K Profit Sharing Plan and Trust-26$1,306,855$83,501$3,212iApproximate average salary by contribution assumption: employee only about $80,289 at 4% or $53,526 at 6%; with 50% employer match about $53,526 at 4% or $35,684 at 6%; with 100% employer match about $40,145 at 4% or $26,763 at 6%.
First West Inc. Target Benefit Plan and Trust-24$274,865$33,616$1,401iApproximate average salary by contribution assumption: employee only about $35,017 at 4% or $23,344 at 6%; with 50% employer match about $23,344 at 4% or $15,563 at 6%; with 100% employer match about $17,508 at 4% or $11,672 at 6%.