ST. JOSEPH FINANCIAL SERVICES
Plan context: ST. JOSEPH FINANCIAL SERVICES 401(K) PLAN
EIN 83-2660738 • South Bend, IN • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
52
2025 Assets
$1,214,979
2025 Contributions
$366,155
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 | 1 | 52 | $1,214,979 | $366,155 | $7,041iApproximate average salary by contribution assumption: employee only about $176,036 at 4% or $117,357 at 6%; with 50% employer match about $117,357 at 4% or $78,238 at 6%; with 100% employer match about $88,018 at 4% or $58,679 at 6%. |
| ST. JOSEPH FINANCIAL SERVICES 401(K) PLAN | - | 52 | $1,214,979 | $366,155 | $7,041iApproximate average salary by contribution assumption: employee only about $176,036 at 4% or $117,357 at 6%; with 50% employer match about $117,357 at 4% or $78,238 at 6%; with 100% employer match about $88,018 at 4% or $58,679 at 6%. |
| 2024 | 1 | 44 | $863,128 | $313,666 | $7,129iApproximate average salary by contribution assumption: employee only about $178,219 at 4% or $118,813 at 6%; with 50% employer match about $118,813 at 4% or $79,209 at 6%; with 100% employer match about $89,110 at 4% or $59,406 at 6%. |
| ST. JOSEPH FINANCIAL SERVICES 401(K) PLAN | - | 44 | $863,128 | $313,666 | $7,129iApproximate average salary by contribution assumption: employee only about $178,219 at 4% or $118,813 at 6%; with 50% employer match about $118,813 at 4% or $79,209 at 6%; with 100% employer match about $89,110 at 4% or $59,406 at 6%. |
| 2023 | 1 | 30 | $489,328 | $266,164 | $8,872iApproximate average salary by contribution assumption: employee only about $221,803 at 4% or $147,869 at 6%; with 50% employer match about $147,869 at 4% or $98,579 at 6%; with 100% employer match about $110,902 at 4% or $73,934 at 6%. |
| ST. JOSEPH FINANCIAL SERVICES 401(K) PLAN | - | 30 | $489,328 | $266,164 | $8,872iApproximate average salary by contribution assumption: employee only about $221,803 at 4% or $147,869 at 6%; with 50% employer match about $147,869 at 4% or $98,579 at 6%; with 100% employer match about $110,902 at 4% or $73,934 at 6%. |
| 2022 | 1 | 16 | $191,376 | $119,010 | $7,438iApproximate average salary by contribution assumption: employee only about $185,953 at 4% or $123,969 at 6%; with 50% employer match about $123,969 at 4% or $82,646 at 6%; with 100% employer match about $92,977 at 4% or $61,984 at 6%. |
| ST. JOSEPH FINANCIAL SERVICES 401(K) PLAN | - | 16 | $191,376 | $119,010 | $7,438iApproximate average salary by contribution assumption: employee only about $185,953 at 4% or $123,969 at 6%; with 50% employer match about $123,969 at 4% or $82,646 at 6%; with 100% employer match about $92,977 at 4% or $61,984 at 6%. |
| 2021 | 1 | 12 | $115,132 | $73,807 | $6,151iApproximate average salary by contribution assumption: employee only about $153,765 at 4% or $102,510 at 6%; with 50% employer match about $102,510 at 4% or $68,340 at 6%; with 100% employer match about $76,882 at 4% or $51,255 at 6%. |
| ST. JOSEPH FINANCIAL SERVICES 401(K) PLAN | - | 12 | $115,132 | $73,807 | $6,151iApproximate average salary by contribution assumption: employee only about $153,765 at 4% or $102,510 at 6%; with 50% employer match about $102,510 at 4% or $68,340 at 6%; with 100% employer match about $76,882 at 4% or $51,255 at 6%. |
| 2020 | 1 | 5 | $32,558 | $52,917 | $10,583iApproximate average salary by contribution assumption: employee only about $264,585 at 4% or $176,390 at 6%; with 50% employer match about $176,390 at 4% or $117,593 at 6%; with 100% employer match about $132,293 at 4% or $88,195 at 6%. |
| ST. JOSEPH FINANCIAL SERVICES 401(K) PLAN | - | 5 | $32,558 | $52,917 | $10,583iApproximate average salary by contribution assumption: employee only about $264,585 at 4% or $176,390 at 6%; with 50% employer match about $176,390 at 4% or $117,593 at 6%; with 100% employer match about $132,293 at 4% or $88,195 at 6%. |
| 2019 | 1 | 4 | $19,313 | $18,525 | $4,631iApproximate average salary by contribution assumption: employee only about $115,781 at 4% or $77,188 at 6%; with 50% employer match about $77,188 at 4% or $51,458 at 6%; with 100% employer match about $57,891 at 4% or $38,594 at 6%. |
| ST. JOSEPH FINANCIAL SERVICES 401(K) PLAN | - | 4 | $19,313 | $18,525 | $4,631iApproximate average salary by contribution assumption: employee only about $115,781 at 4% or $77,188 at 6%; with 50% employer match about $77,188 at 4% or $51,458 at 6%; with 100% employer match about $57,891 at 4% or $38,594 at 6%. |