Sundance State Bank
Plan context: Sundance State Bank Profit Sharing and Employee Stock Ownership Plan
EIN 83-0149243 • Sundance, MT • 39 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
38
2025 Assets
$6,658,158
2025 Contributions
$527,981
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 38 | $6,658,158 | $527,981 | $13,894iApproximate average salary by contribution assumption: employee only about $347,356 at 4% or $231,571 at 6%; with 50% employer match about $231,571 at 4% or $154,380 at 6%; with 100% employer match about $173,678 at 4% or $115,785 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 38 | $6,564,971 | $432,000 | $11,368iApproximate average salary by contribution assumption: employee only about $284,211 at 4% or $189,474 at 6%; with 50% employer match about $189,474 at 4% or $126,316 at 6%; with 100% employer match about $142,105 at 4% or $94,737 at 6%. |
| SUNDANCE STATE BANK 401(K) PLAN | - | 22 | $93,187 | $95,981 | $4,363iApproximate average salary by contribution assumption: employee only about $109,069 at 4% or $72,713 at 6%; with 50% employer match about $72,713 at 4% or $48,475 at 6%; with 100% employer match about $54,535 at 4% or $36,356 at 6%. |
| 2024 | 1 | 33 | $6,334,810 | $400,000 | $12,121iApproximate average salary by contribution assumption: employee only about $303,030 at 4% or $202,020 at 6%; with 50% employer match about $202,020 at 4% or $134,680 at 6%; with 100% employer match about $151,515 at 4% or $101,010 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 33 | $6,334,810 | $400,000 | $12,121iApproximate average salary by contribution assumption: employee only about $303,030 at 4% or $202,020 at 6%; with 50% employer match about $202,020 at 4% or $134,680 at 6%; with 100% employer match about $151,515 at 4% or $101,010 at 6%. |
| 2023 | 1 | 33 | $5,715,677 | $380,000 | $11,515iApproximate average salary by contribution assumption: employee only about $287,879 at 4% or $191,919 at 6%; with 50% employer match about $191,919 at 4% or $127,946 at 6%; with 100% employer match about $143,939 at 4% or $95,960 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 33 | $5,715,677 | $380,000 | $11,515iApproximate average salary by contribution assumption: employee only about $287,879 at 4% or $191,919 at 6%; with 50% employer match about $191,919 at 4% or $127,946 at 6%; with 100% employer match about $143,939 at 4% or $95,960 at 6%. |
| 2022 | 1 | 33 | $5,265,062 | $380,000 | $11,515iApproximate average salary by contribution assumption: employee only about $287,879 at 4% or $191,919 at 6%; with 50% employer match about $191,919 at 4% or $127,946 at 6%; with 100% employer match about $143,939 at 4% or $95,960 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 33 | $5,265,062 | $380,000 | $11,515iApproximate average salary by contribution assumption: employee only about $287,879 at 4% or $191,919 at 6%; with 50% employer match about $191,919 at 4% or $127,946 at 6%; with 100% employer match about $143,939 at 4% or $95,960 at 6%. |
| 2021 | 1 | 28 | $5,396,619 | $380,000 | $13,571iApproximate average salary by contribution assumption: employee only about $339,286 at 4% or $226,190 at 6%; with 50% employer match about $226,190 at 4% or $150,794 at 6%; with 100% employer match about $169,643 at 4% or $113,095 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 28 | $5,396,619 | $380,000 | $13,571iApproximate average salary by contribution assumption: employee only about $339,286 at 4% or $226,190 at 6%; with 50% employer match about $226,190 at 4% or $150,794 at 6%; with 100% employer match about $169,643 at 4% or $113,095 at 6%. |
| 2020 | 1 | 26 | $4,621,103 | $350,000 | $13,462iApproximate average salary by contribution assumption: employee only about $336,538 at 4% or $224,359 at 6%; with 50% employer match about $224,359 at 4% or $149,573 at 6%; with 100% employer match about $168,269 at 4% or $112,179 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 26 | $4,621,103 | $350,000 | $13,462iApproximate average salary by contribution assumption: employee only about $336,538 at 4% or $224,359 at 6%; with 50% employer match about $224,359 at 4% or $149,573 at 6%; with 100% employer match about $168,269 at 4% or $112,179 at 6%. |
| 2019 | 1 | 28 | $7,514,893 | $337,500 | $12,054iApproximate average salary by contribution assumption: employee only about $301,339 at 4% or $200,893 at 6%; with 50% employer match about $200,893 at 4% or $133,929 at 6%; with 100% employer match about $150,670 at 4% or $100,446 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 28 | $7,514,893 | $337,500 | $12,054iApproximate average salary by contribution assumption: employee only about $301,339 at 4% or $200,893 at 6%; with 50% employer match about $200,893 at 4% or $133,929 at 6%; with 100% employer match about $150,670 at 4% or $100,446 at 6%. |
| 2018 | 1 | 28 | $7,433,295 | $200,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 28 | $7,433,295 | $200,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2017 | 1 | 29 | $10,538,802 | $200,000 | $6,897iApproximate average salary by contribution assumption: employee only about $172,414 at 4% or $114,943 at 6%; with 50% employer match about $114,943 at 4% or $76,628 at 6%; with 100% employer match about $86,207 at 4% or $57,471 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 29 | $10,538,802 | $200,000 | $6,897iApproximate average salary by contribution assumption: employee only about $172,414 at 4% or $114,943 at 6%; with 50% employer match about $114,943 at 4% or $76,628 at 6%; with 100% employer match about $86,207 at 4% or $57,471 at 6%. |
| 2016 | 1 | 30 | $9,459,856 | $200,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 30 | $9,459,856 | $200,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2015 | 1 | 32 | $8,541,599 | $175,000 | $5,469iApproximate average salary by contribution assumption: employee only about $136,719 at 4% or $91,146 at 6%; with 50% employer match about $91,146 at 4% or $60,764 at 6%; with 100% employer match about $68,359 at 4% or $45,573 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 32 | $8,541,599 | $175,000 | $5,469iApproximate average salary by contribution assumption: employee only about $136,719 at 4% or $91,146 at 6%; with 50% employer match about $91,146 at 4% or $60,764 at 6%; with 100% employer match about $68,359 at 4% or $45,573 at 6%. |
| 2014 | 1 | 30 | $7,900,046 | $165,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 30 | $7,900,046 | $165,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| 2013 | 1 | 27 | $7,226,397 | $156,000 | $5,778iApproximate average salary by contribution assumption: employee only about $144,444 at 4% or $96,296 at 6%; with 50% employer match about $96,296 at 4% or $64,198 at 6%; with 100% employer match about $72,222 at 4% or $48,148 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 27 | $7,226,397 | $156,000 | $5,778iApproximate average salary by contribution assumption: employee only about $144,444 at 4% or $96,296 at 6%; with 50% employer match about $96,296 at 4% or $64,198 at 6%; with 100% employer match about $72,222 at 4% or $48,148 at 6%. |
| 2012 | 1 | 26 | $6,170,428 | $120,000 | $4,615iApproximate average salary by contribution assumption: employee only about $115,385 at 4% or $76,923 at 6%; with 50% employer match about $76,923 at 4% or $51,282 at 6%; with 100% employer match about $57,692 at 4% or $38,462 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 26 | $6,170,428 | $120,000 | $4,615iApproximate average salary by contribution assumption: employee only about $115,385 at 4% or $76,923 at 6%; with 50% employer match about $76,923 at 4% or $51,282 at 6%; with 100% employer match about $57,692 at 4% or $38,462 at 6%. |
| 2011 | 1 | 26 | $5,308,324 | $128,000 | $4,923iApproximate average salary by contribution assumption: employee only about $123,077 at 4% or $82,051 at 6%; with 50% employer match about $82,051 at 4% or $54,701 at 6%; with 100% employer match about $61,538 at 4% or $41,026 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 26 | $5,308,324 | $128,000 | $4,923iApproximate average salary by contribution assumption: employee only about $123,077 at 4% or $82,051 at 6%; with 50% employer match about $82,051 at 4% or $54,701 at 6%; with 100% employer match about $61,538 at 4% or $41,026 at 6%. |
| 2010 | 1 | 25 | $5,523,373 | $128,000 | $5,120iApproximate average salary by contribution assumption: employee only about $128,000 at 4% or $85,333 at 6%; with 50% employer match about $85,333 at 4% or $56,889 at 6%; with 100% employer match about $64,000 at 4% or $42,667 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 25 | $5,523,373 | $128,000 | $5,120iApproximate average salary by contribution assumption: employee only about $128,000 at 4% or $85,333 at 6%; with 50% employer match about $85,333 at 4% or $56,889 at 6%; with 100% employer match about $64,000 at 4% or $42,667 at 6%. |
| 2009 | 1 | 25 | $4,916,552 | $120,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 25 | $4,916,552 | $120,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| 2008 | 2 | 25 | $4,453,202 | $120,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 25 | $4,453,202 | $120,000 | $4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 0 | - | - | - |
| 2007 | 2 | 25 | $4,607,328 | $105,000 | $4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 25 | $4,607,328 | $105,000 | $4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 25 | - | - | - |
| 2006 | 2 | 26 | $6,028,395 | $184,160 | $7,083iApproximate average salary by contribution assumption: employee only about $177,077 at 4% or $118,051 at 6%; with 50% employer match about $118,051 at 4% or $78,701 at 6%; with 100% employer match about $88,538 at 4% or $59,026 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 26 | $4,141,889 | $100,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 20 | $1,886,506 | $84,160 | $4,208iApproximate average salary by contribution assumption: employee only about $105,200 at 4% or $70,133 at 6%; with 50% employer match about $70,133 at 4% or $46,756 at 6%; with 100% employer match about $52,600 at 4% or $35,067 at 6%. |
| 2005 | 2 | 22 | $5,310,937 | $170,633 | $7,756iApproximate average salary by contribution assumption: employee only about $193,901 at 4% or $129,267 at 6%; with 50% employer match about $129,267 at 4% or $86,178 at 6%; with 100% employer match about $96,951 at 4% or $64,634 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 22 | $3,618,744 | $90,000 | $4,091iApproximate average salary by contribution assumption: employee only about $102,273 at 4% or $68,182 at 6%; with 50% employer match about $68,182 at 4% or $45,455 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 22 | $1,692,193 | $80,633 | $3,665iApproximate average salary by contribution assumption: employee only about $91,628 at 4% or $61,086 at 6%; with 50% employer match about $61,086 at 4% or $40,724 at 6%; with 100% employer match about $45,814 at 4% or $30,543 at 6%. |
| 2004 | 2 | 24 | $4,923,966 | $121,798 | $5,075iApproximate average salary by contribution assumption: employee only about $126,873 at 4% or $84,582 at 6%; with 50% employer match about $84,582 at 4% or $56,388 at 6%; with 100% employer match about $63,436 at 4% or $42,291 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 24 | $3,306,233 | $52,000 | $2,167iApproximate average salary by contribution assumption: employee only about $54,167 at 4% or $36,111 at 6%; with 50% employer match about $36,111 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,056 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 23 | $1,617,733 | $69,798 | $3,035iApproximate average salary by contribution assumption: employee only about $75,867 at 4% or $50,578 at 6%; with 50% employer match about $50,578 at 4% or $33,719 at 6%; with 100% employer match about $37,934 at 4% or $25,289 at 6%. |
| 2003 | 2 | 26 | $4,616,250 | $163,478 | $6,288iApproximate average salary by contribution assumption: employee only about $157,190 at 4% or $104,794 at 6%; with 50% employer match about $104,794 at 4% or $69,862 at 6%; with 100% employer match about $78,595 at 4% or $52,397 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 26 | $3,132,425 | $90,000 | $3,462iApproximate average salary by contribution assumption: employee only about $86,538 at 4% or $57,692 at 6%; with 50% employer match about $57,692 at 4% or $38,462 at 6%; with 100% employer match about $43,269 at 4% or $28,846 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 23 | $1,483,825 | $73,478 | $3,195iApproximate average salary by contribution assumption: employee only about $79,867 at 4% or $53,245 at 6%; with 50% employer match about $53,245 at 4% or $35,497 at 6%; with 100% employer match about $39,934 at 4% or $26,622 at 6%. |
| 2002 | 2 | 20 | $3,974,999 | $148,323 | $7,416iApproximate average salary by contribution assumption: employee only about $185,404 at 4% or $123,603 at 6%; with 50% employer match about $123,603 at 4% or $82,402 at 6%; with 100% employer match about $92,702 at 4% or $61,801 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 20 | $2,685,192 | $94,357 | $4,718iApproximate average salary by contribution assumption: employee only about $117,946 at 4% or $78,631 at 6%; with 50% employer match about $78,631 at 4% or $52,421 at 6%; with 100% employer match about $58,973 at 4% or $39,315 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 19 | $1,289,807 | $53,966 | $2,840iApproximate average salary by contribution assumption: employee only about $71,008 at 4% or $47,339 at 6%; with 50% employer match about $47,339 at 4% or $31,559 at 6%; with 100% employer match about $35,504 at 4% or $23,669 at 6%. |
| 2001 | 2 | 20 | $3,559,838 | $128,145 | $6,407iApproximate average salary by contribution assumption: employee only about $160,181 at 4% or $106,788 at 6%; with 50% employer match about $106,788 at 4% or $71,192 at 6%; with 100% employer match about $80,091 at 4% or $53,394 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 20 | $2,202,086 | $87,249 | $4,362iApproximate average salary by contribution assumption: employee only about $109,061 at 4% or $72,708 at 6%; with 50% employer match about $72,708 at 4% or $48,472 at 6%; with 100% employer match about $54,531 at 4% or $36,354 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 18 | $1,357,752 | $40,896 | $2,272iApproximate average salary by contribution assumption: employee only about $56,800 at 4% or $37,867 at 6%; with 50% employer match about $37,867 at 4% or $25,244 at 6%; with 100% employer match about $28,400 at 4% or $18,933 at 6%. |
| 2000 | 2 | 19 | $1,614,159 | $12,073 | $635iApproximate average salary by contribution assumption: employee only about $15,886 at 4% or $10,590 at 6%; with 50% employer match about $10,590 at 4% or $7,060 at 6%; with 100% employer match about $7,943 at 4% or $5,295 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 17 | $1,614,159 | $12,073 | $710iApproximate average salary by contribution assumption: employee only about $17,754 at 4% or $11,836 at 6%; with 50% employer match about $11,836 at 4% or $7,891 at 6%; with 100% employer match about $8,877 at 4% or $5,918 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 19 | - | - | - |
| 1999 | 3 | 20 | $4,403,214 | $137,308 | $6,865iApproximate average salary by contribution assumption: employee only about $171,635 at 4% or $114,423 at 6%; with 50% employer match about $114,423 at 4% or $76,282 at 6%; with 100% employer match about $85,818 at 4% or $57,212 at 6%. |
| Sundance State Bank Profit Sharing and Employee Stock Ownership Plan | - | 20 | $2,540,286 | $88,756 | $4,438iApproximate average salary by contribution assumption: employee only about $110,945 at 4% or $73,963 at 6%; with 50% employer match about $73,963 at 4% or $49,309 at 6%; with 100% employer match about $55,473 at 4% or $36,982 at 6%. |
| Sundance State Bank Defined Benefit Pension Trust | - | 18 | $1,862,928 | $48,552 | $2,697iApproximate average salary by contribution assumption: employee only about $67,433 at 4% or $44,956 at 6%; with 50% employer match about $44,956 at 4% or $29,970 at 6%; with 100% employer match about $33,717 at 4% or $22,478 at 6%. |
| Sundance State Bank Flexible Compensation Plan | - | 0 | - | - | - |