First National Bank, Cortez
Plan context: First National Bank, Cortez 401K Profit Sharing Plan
EIN 84-0475761 • Cortez, CO • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$866,697
2024 Contributions
$87,908
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $866,697 | $87,908 | $3,822iApproximate average salary by contribution assumption: employee only about $95,552 at 4% or $63,701 at 6%; with 50% employer match about $63,701 at 4% or $42,468 at 6%; with 100% employer match about $47,776 at 4% or $31,851 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 23 | $866,697 | $87,908 | $3,822iApproximate average salary by contribution assumption: employee only about $95,552 at 4% or $63,701 at 6%; with 50% employer match about $63,701 at 4% or $42,468 at 6%; with 100% employer match about $47,776 at 4% or $31,851 at 6%. |
| 2023 | 1 | 24 | $1,050,247 | $87,814 | $3,659iApproximate average salary by contribution assumption: employee only about $91,473 at 4% or $60,982 at 6%; with 50% employer match about $60,982 at 4% or $40,655 at 6%; with 100% employer match about $45,736 at 4% or $30,491 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 24 | $1,050,247 | $87,814 | $3,659iApproximate average salary by contribution assumption: employee only about $91,473 at 4% or $60,982 at 6%; with 50% employer match about $60,982 at 4% or $40,655 at 6%; with 100% employer match about $45,736 at 4% or $30,491 at 6%. |
| 2022 | 1 | 21 | $851,309 | $88,034 | $4,192iApproximate average salary by contribution assumption: employee only about $104,802 at 4% or $69,868 at 6%; with 50% employer match about $69,868 at 4% or $46,579 at 6%; with 100% employer match about $52,401 at 4% or $34,934 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 21 | $851,309 | $88,034 | $4,192iApproximate average salary by contribution assumption: employee only about $104,802 at 4% or $69,868 at 6%; with 50% employer match about $69,868 at 4% or $46,579 at 6%; with 100% employer match about $52,401 at 4% or $34,934 at 6%. |
| 2021 | 1 | 25 | $1,030,627 | $80,981 | $3,239iApproximate average salary by contribution assumption: employee only about $80,981 at 4% or $53,987 at 6%; with 50% employer match about $53,987 at 4% or $35,992 at 6%; with 100% employer match about $40,491 at 4% or $26,994 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 25 | $1,030,627 | $80,981 | $3,239iApproximate average salary by contribution assumption: employee only about $80,981 at 4% or $53,987 at 6%; with 50% employer match about $53,987 at 4% or $35,992 at 6%; with 100% employer match about $40,491 at 4% or $26,994 at 6%. |
| 2020 | 1 | 20 | $866,109 | $74,653 | $3,733iApproximate average salary by contribution assumption: employee only about $93,316 at 4% or $62,211 at 6%; with 50% employer match about $62,211 at 4% or $41,474 at 6%; with 100% employer match about $46,658 at 4% or $31,105 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 20 | $866,109 | $74,653 | $3,733iApproximate average salary by contribution assumption: employee only about $93,316 at 4% or $62,211 at 6%; with 50% employer match about $62,211 at 4% or $41,474 at 6%; with 100% employer match about $46,658 at 4% or $31,105 at 6%. |
| 2019 | 1 | 19 | $702,452 | $138,241 | $7,276iApproximate average salary by contribution assumption: employee only about $181,896 at 4% or $121,264 at 6%; with 50% employer match about $121,264 at 4% or $80,843 at 6%; with 100% employer match about $90,948 at 4% or $60,632 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 19 | $702,452 | $138,241 | $7,276iApproximate average salary by contribution assumption: employee only about $181,896 at 4% or $121,264 at 6%; with 50% employer match about $121,264 at 4% or $80,843 at 6%; with 100% employer match about $90,948 at 4% or $60,632 at 6%. |
| 2018 | 1 | 19 | $630,704 | $67,194 | $3,537iApproximate average salary by contribution assumption: employee only about $88,413 at 4% or $58,942 at 6%; with 50% employer match about $58,942 at 4% or $39,295 at 6%; with 100% employer match about $44,207 at 4% or $29,471 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 19 | $630,704 | $67,194 | $3,537iApproximate average salary by contribution assumption: employee only about $88,413 at 4% or $58,942 at 6%; with 50% employer match about $58,942 at 4% or $39,295 at 6%; with 100% employer match about $44,207 at 4% or $29,471 at 6%. |
| 2017 | 1 | 18 | $630,238 | $85,966 | $4,776iApproximate average salary by contribution assumption: employee only about $119,397 at 4% or $79,598 at 6%; with 50% employer match about $79,598 at 4% or $53,065 at 6%; with 100% employer match about $59,699 at 4% or $39,799 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 18 | $630,238 | $85,966 | $4,776iApproximate average salary by contribution assumption: employee only about $119,397 at 4% or $79,598 at 6%; with 50% employer match about $79,598 at 4% or $53,065 at 6%; with 100% employer match about $59,699 at 4% or $39,799 at 6%. |
| 2016 | 1 | 22 | $894,863 | $110,197 | $5,009iApproximate average salary by contribution assumption: employee only about $125,224 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,655 at 6%; with 100% employer match about $62,612 at 4% or $41,741 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 22 | $894,863 | $110,197 | $5,009iApproximate average salary by contribution assumption: employee only about $125,224 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,655 at 6%; with 100% employer match about $62,612 at 4% or $41,741 at 6%. |
| 2015 | 1 | 19 | $762,343 | $102,931 | $5,417iApproximate average salary by contribution assumption: employee only about $135,436 at 4% or $90,290 at 6%; with 50% employer match about $90,290 at 4% or $60,194 at 6%; with 100% employer match about $67,718 at 4% or $45,145 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 19 | $762,343 | $102,931 | $5,417iApproximate average salary by contribution assumption: employee only about $135,436 at 4% or $90,290 at 6%; with 50% employer match about $90,290 at 4% or $60,194 at 6%; with 100% employer match about $67,718 at 4% or $45,145 at 6%. |
| 2014 | 1 | 22 | $737,256 | $118,558 | $5,389iApproximate average salary by contribution assumption: employee only about $134,725 at 4% or $89,817 at 6%; with 50% employer match about $89,817 at 4% or $59,878 at 6%; with 100% employer match about $67,363 at 4% or $44,908 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 22 | $737,256 | $118,558 | $5,389iApproximate average salary by contribution assumption: employee only about $134,725 at 4% or $89,817 at 6%; with 50% employer match about $89,817 at 4% or $59,878 at 6%; with 100% employer match about $67,363 at 4% or $44,908 at 6%. |
| 2013 | 1 | 23 | $581,918 | $78,724 | $3,423iApproximate average salary by contribution assumption: employee only about $85,570 at 4% or $57,046 at 6%; with 50% employer match about $57,046 at 4% or $38,031 at 6%; with 100% employer match about $42,785 at 4% or $28,523 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 23 | $581,918 | $78,724 | $3,423iApproximate average salary by contribution assumption: employee only about $85,570 at 4% or $57,046 at 6%; with 50% employer match about $57,046 at 4% or $38,031 at 6%; with 100% employer match about $42,785 at 4% or $28,523 at 6%. |
| 2012 | 1 | 28 | $454,732 | $67,893 | $2,425iApproximate average salary by contribution assumption: employee only about $60,619 at 4% or $40,413 at 6%; with 50% employer match about $40,413 at 4% or $26,942 at 6%; with 100% employer match about $30,309 at 4% or $20,206 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 28 | $454,732 | $67,893 | $2,425iApproximate average salary by contribution assumption: employee only about $60,619 at 4% or $40,413 at 6%; with 50% employer match about $40,413 at 4% or $26,942 at 6%; with 100% employer match about $30,309 at 4% or $20,206 at 6%. |
| 2011 | 1 | 27 | $443,552 | $66,952 | $2,480iApproximate average salary by contribution assumption: employee only about $61,993 at 4% or $41,328 at 6%; with 50% employer match about $41,328 at 4% or $27,552 at 6%; with 100% employer match about $30,996 at 4% or $20,664 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 27 | $443,552 | $66,952 | $2,480iApproximate average salary by contribution assumption: employee only about $61,993 at 4% or $41,328 at 6%; with 50% employer match about $41,328 at 4% or $27,552 at 6%; with 100% employer match about $30,996 at 4% or $20,664 at 6%. |
| 2010 | 1 | 24 | $486,631 | $87,045 | $3,627iApproximate average salary by contribution assumption: employee only about $90,672 at 4% or $60,448 at 6%; with 50% employer match about $60,448 at 4% or $40,299 at 6%; with 100% employer match about $45,336 at 4% or $30,224 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 24 | $486,631 | $87,045 | $3,627iApproximate average salary by contribution assumption: employee only about $90,672 at 4% or $60,448 at 6%; with 50% employer match about $60,448 at 4% or $40,299 at 6%; with 100% employer match about $45,336 at 4% or $30,224 at 6%. |
| 2009 | 1 | 22 | $759,533 | $100,028 | $4,547iApproximate average salary by contribution assumption: employee only about $113,668 at 4% or $75,779 at 6%; with 50% employer match about $75,779 at 4% or $50,519 at 6%; with 100% employer match about $56,834 at 4% or $37,889 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 22 | $759,533 | $100,028 | $4,547iApproximate average salary by contribution assumption: employee only about $113,668 at 4% or $75,779 at 6%; with 50% employer match about $75,779 at 4% or $50,519 at 6%; with 100% employer match about $56,834 at 4% or $37,889 at 6%. |
| 2008 | 1 | 19 | $841,245 | $87,096 | $4,584iApproximate average salary by contribution assumption: employee only about $114,600 at 4% or $76,400 at 6%; with 50% employer match about $76,400 at 4% or $50,933 at 6%; with 100% employer match about $57,300 at 4% or $38,200 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 19 | $841,245 | $87,096 | $4,584iApproximate average salary by contribution assumption: employee only about $114,600 at 4% or $76,400 at 6%; with 50% employer match about $76,400 at 4% or $50,933 at 6%; with 100% employer match about $57,300 at 4% or $38,200 at 6%. |
| 2007 | 1 | 21 | $1,278,465 | $73,725 | $3,511iApproximate average salary by contribution assumption: employee only about $87,768 at 4% or $58,512 at 6%; with 50% employer match about $58,512 at 4% or $39,008 at 6%; with 100% employer match about $43,884 at 4% or $29,256 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 21 | $1,278,465 | $73,725 | $3,511iApproximate average salary by contribution assumption: employee only about $87,768 at 4% or $58,512 at 6%; with 50% employer match about $58,512 at 4% or $39,008 at 6%; with 100% employer match about $43,884 at 4% or $29,256 at 6%. |
| 2006 | 1 | 20 | $1,126,864 | $99,674 | $4,984iApproximate average salary by contribution assumption: employee only about $124,593 at 4% or $83,062 at 6%; with 50% employer match about $83,062 at 4% or $55,374 at 6%; with 100% employer match about $62,296 at 4% or $41,531 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 20 | $1,126,864 | $99,674 | $4,984iApproximate average salary by contribution assumption: employee only about $124,593 at 4% or $83,062 at 6%; with 50% employer match about $83,062 at 4% or $55,374 at 6%; with 100% employer match about $62,296 at 4% or $41,531 at 6%. |
| 2005 | 1 | 23 | $969,108 | $120,370 | $5,233iApproximate average salary by contribution assumption: employee only about $130,837 at 4% or $87,225 at 6%; with 50% employer match about $87,225 at 4% or $58,150 at 6%; with 100% employer match about $65,418 at 4% or $43,612 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 23 | $969,108 | $120,370 | $5,233iApproximate average salary by contribution assumption: employee only about $130,837 at 4% or $87,225 at 6%; with 50% employer match about $87,225 at 4% or $58,150 at 6%; with 100% employer match about $65,418 at 4% or $43,612 at 6%. |
| 2004 | 1 | 23 | $786,922 | $95,546 | $4,154iApproximate average salary by contribution assumption: employee only about $103,854 at 4% or $69,236 at 6%; with 50% employer match about $69,236 at 4% or $46,157 at 6%; with 100% employer match about $51,927 at 4% or $34,618 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 23 | $786,922 | $95,546 | $4,154iApproximate average salary by contribution assumption: employee only about $103,854 at 4% or $69,236 at 6%; with 50% employer match about $69,236 at 4% or $46,157 at 6%; with 100% employer match about $51,927 at 4% or $34,618 at 6%. |
| 2003 | 1 | 30 | $804,358 | $84,089 | $2,803iApproximate average salary by contribution assumption: employee only about $70,074 at 4% or $46,716 at 6%; with 50% employer match about $46,716 at 4% or $31,144 at 6%; with 100% employer match about $35,037 at 4% or $23,358 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 30 | $804,358 | $84,089 | $2,803iApproximate average salary by contribution assumption: employee only about $70,074 at 4% or $46,716 at 6%; with 50% employer match about $46,716 at 4% or $31,144 at 6%; with 100% employer match about $35,037 at 4% or $23,358 at 6%. |
| 2002 | 1 | 26 | $558,941 | $93,072 | $3,580iApproximate average salary by contribution assumption: employee only about $89,492 at 4% or $59,662 at 6%; with 50% employer match about $59,662 at 4% or $39,774 at 6%; with 100% employer match about $44,746 at 4% or $29,831 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 26 | $558,941 | $93,072 | $3,580iApproximate average salary by contribution assumption: employee only about $89,492 at 4% or $59,662 at 6%; with 50% employer match about $59,662 at 4% or $39,774 at 6%; with 100% employer match about $44,746 at 4% or $29,831 at 6%. |
| 2001 | 1 | 29 | $0 | $0 | - |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 29 | - | - | - |
| 2000 | 1 | 24 | $654,217 | $69,895 | $2,912iApproximate average salary by contribution assumption: employee only about $72,807 at 4% or $48,538 at 6%; with 50% employer match about $48,538 at 4% or $32,359 at 6%; with 100% employer match about $36,404 at 4% or $24,269 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 24 | $654,217 | $69,895 | $2,912iApproximate average salary by contribution assumption: employee only about $72,807 at 4% or $48,538 at 6%; with 50% employer match about $48,538 at 4% or $32,359 at 6%; with 100% employer match about $36,404 at 4% or $24,269 at 6%. |
| 1999 | 1 | 22 | $714,602 | $68,363 | $3,107iApproximate average salary by contribution assumption: employee only about $77,685 at 4% or $51,790 at 6%; with 50% employer match about $51,790 at 4% or $34,527 at 6%; with 100% employer match about $38,843 at 4% or $25,895 at 6%. |
| First National Bank, Cortez 401K Profit Sharing Plan | - | 22 | $714,602 | $68,363 | $3,107iApproximate average salary by contribution assumption: employee only about $77,685 at 4% or $51,790 at 6%; with 50% employer match about $51,790 at 4% or $34,527 at 6%; with 100% employer match about $38,843 at 4% or $25,895 at 6%. |