Civic Intelligence

The Puritans

Plan context: The Puritans 401K Plan

EIN 81-0465607 • Missoula, MT • 9 filings • 2 plans

2008 Livingston AveMissoula, MT 59801
Current Snapshot

Latest Year

2025

2025 Participants

95

2025 Assets

$897,035

2025 Contributions

$279,015

Historical Graphs

Total Assets Over Time

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

$897,035$448,518$0199920032025YearValue
$897,035Latest year 2025

Participants Over Time

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

95480199920032025YearValue
95Latest 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
2025195$897,035$279,015$2,937iApproximate average salary by contribution assumption: employee only about $73,425 at 4% or $48,950 at 6%; with 50% employer match about $48,950 at 4% or $32,633 at 6%; with 100% employer match about $36,713 at 4% or $24,475 at 6%.
The Puritans 401K Plan-95$897,035$279,015$2,937iApproximate average salary by contribution assumption: employee only about $73,425 at 4% or $48,950 at 6%; with 50% employer match about $48,950 at 4% or $32,633 at 6%; with 100% employer match about $36,713 at 4% or $24,475 at 6%.
2024192$585,450$577,524$6,277iApproximate average salary by contribution assumption: employee only about $156,936 at 4% or $104,624 at 6%; with 50% employer match about $104,624 at 4% or $69,749 at 6%; with 100% employer match about $78,468 at 4% or $52,312 at 6%.
The Puritans 401K Plan-92$585,450$577,524$6,277iApproximate average salary by contribution assumption: employee only about $156,936 at 4% or $104,624 at 6%; with 50% employer match about $104,624 at 4% or $69,749 at 6%; with 100% employer match about $78,468 at 4% or $52,312 at 6%.
200510$0$140-
The Puritans 401K Plan-0-$140-
2004140$24,659$3,744$94iApproximate average salary by contribution assumption: employee only about $2,340 at 4% or $1,560 at 6%; with 50% employer match about $1,560 at 4% or $1,040 at 6%; with 100% employer match about $1,170 at 4% or $780 at 6%.
The Puritans 401K Plan-40$24,659$3,744$94iApproximate average salary by contribution assumption: employee only about $2,340 at 4% or $1,560 at 6%; with 50% employer match about $1,560 at 4% or $1,040 at 6%; with 100% employer match about $1,170 at 4% or $780 at 6%.
2003131$19,227$3,727$120iApproximate average salary by contribution assumption: employee only about $3,006 at 4% or $2,004 at 6%; with 50% employer match about $2,004 at 4% or $1,336 at 6%; with 100% employer match about $1,503 at 4% or $1,002 at 6%.
The Puritans 401K Plan-31$19,227$3,727$120iApproximate average salary by contribution assumption: employee only about $3,006 at 4% or $2,004 at 6%; with 50% employer match about $2,004 at 4% or $1,336 at 6%; with 100% employer match about $1,503 at 4% or $1,002 at 6%.
2002130$12,627$4,312$144iApproximate average salary by contribution assumption: employee only about $3,593 at 4% or $2,396 at 6%; with 50% employer match about $2,396 at 4% or $1,597 at 6%; with 100% employer match about $1,797 at 4% or $1,198 at 6%.
The Puritans 401K Plan-30$12,627$4,312$144iApproximate average salary by contribution assumption: employee only about $3,593 at 4% or $2,396 at 6%; with 50% employer match about $2,396 at 4% or $1,597 at 6%; with 100% employer match about $1,797 at 4% or $1,198 at 6%.
2001118$0$0-
The Puritans 401K Plan-18---
2000118$9,899$5,960$331iApproximate average salary by contribution assumption: employee only about $8,278 at 4% or $5,519 at 6%; with 50% employer match about $5,519 at 4% or $3,679 at 6%; with 100% employer match about $4,139 at 4% or $2,759 at 6%.
The Puritans 401K Plan-18$9,899$5,960$331iApproximate average salary by contribution assumption: employee only about $8,278 at 4% or $5,519 at 6%; with 50% employer match about $5,519 at 4% or $3,679 at 6%; with 100% employer match about $4,139 at 4% or $2,759 at 6%.
1999134$6,320$2,243$66iApproximate average salary by contribution assumption: employee only about $1,649 at 4% or $1,100 at 6%; with 50% employer match about $1,100 at 4% or $733 at 6%; with 100% employer match about $825 at 4% or $550 at 6%.
The Puritans 401K Plan-34$6,320$2,243$66iApproximate average salary by contribution assumption: employee only about $1,649 at 4% or $1,100 at 6%; with 50% employer match about $1,100 at 4% or $733 at 6%; with 100% employer match about $825 at 4% or $550 at 6%.