Civic Intelligence

Fortis Private Bank

Plan context: Fortis Private Bank 401(K) Profit Sharing Plan & Trust

EIN 84-1389363 • Denver, CO • 14 filings • 4 plans

1550 17th St Suite 100Denver, CO 80202
Current Snapshot

Latest Year

2022

2022 Participants

88

2022 Assets

$4,455,026

2022 Contributions

$1,248,452

Historical Graphs

Total Assets Over Time

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

$4,789,160$2,394,580$0200920162022YearValue
$4,455,026Latest year 2022

Participants Over Time

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

88440200920162022YearValue
88Latest year 2022

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
2022188$4,455,026$1,248,452$14,187iApproximate average salary by contribution assumption: employee only about $354,674 at 4% or $236,449 at 6%; with 50% employer match about $236,449 at 4% or $157,633 at 6%; with 100% employer match about $177,337 at 4% or $118,225 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-88$4,455,026$1,248,452$14,187iApproximate average salary by contribution assumption: employee only about $354,674 at 4% or $236,449 at 6%; with 50% employer match about $236,449 at 4% or $157,633 at 6%; with 100% employer match about $177,337 at 4% or $118,225 at 6%.
2021183$4,789,160$972,677$11,719iApproximate average salary by contribution assumption: employee only about $292,975 at 4% or $195,317 at 6%; with 50% employer match about $195,317 at 4% or $130,211 at 6%; with 100% employer match about $146,488 at 4% or $97,658 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-83$4,789,160$972,677$11,719iApproximate average salary by contribution assumption: employee only about $292,975 at 4% or $195,317 at 6%; with 50% employer match about $195,317 at 4% or $130,211 at 6%; with 100% employer match about $146,488 at 4% or $97,658 at 6%.
2020179$4,234,774$995,125$12,597iApproximate average salary by contribution assumption: employee only about $314,913 at 4% or $209,942 at 6%; with 50% employer match about $209,942 at 4% or $139,961 at 6%; with 100% employer match about $157,456 at 4% or $104,971 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-79$4,234,774$995,125$12,597iApproximate average salary by contribution assumption: employee only about $314,913 at 4% or $209,942 at 6%; with 50% employer match about $209,942 at 4% or $139,961 at 6%; with 100% employer match about $157,456 at 4% or $104,971 at 6%.
2019181$3,356,668$772,067$9,532iApproximate average salary by contribution assumption: employee only about $238,292 at 4% or $158,862 at 6%; with 50% employer match about $158,862 at 4% or $105,908 at 6%; with 100% employer match about $119,146 at 4% or $79,431 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-81$3,356,668$772,067$9,532iApproximate average salary by contribution assumption: employee only about $238,292 at 4% or $158,862 at 6%; with 50% employer match about $158,862 at 4% or $105,908 at 6%; with 100% employer match about $119,146 at 4% or $79,431 at 6%.
2018169$2,171,415$651,328$9,440iApproximate average salary by contribution assumption: employee only about $235,988 at 4% or $157,326 at 6%; with 50% employer match about $157,326 at 4% or $104,884 at 6%; with 100% employer match about $117,994 at 4% or $78,663 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-69$2,171,415$651,328$9,440iApproximate average salary by contribution assumption: employee only about $235,988 at 4% or $157,326 at 6%; with 50% employer match about $157,326 at 4% or $104,884 at 6%; with 100% employer match about $117,994 at 4% or $78,663 at 6%.
2017162$1,828,508$632,796$10,206iApproximate average salary by contribution assumption: employee only about $255,160 at 4% or $170,106 at 6%; with 50% employer match about $170,106 at 4% or $113,404 at 6%; with 100% employer match about $127,580 at 4% or $85,053 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-62$1,828,508$632,796$10,206iApproximate average salary by contribution assumption: employee only about $255,160 at 4% or $170,106 at 6%; with 50% employer match about $170,106 at 4% or $113,404 at 6%; with 100% employer match about $127,580 at 4% or $85,053 at 6%.
2016148$1,238,342$387,415$8,071iApproximate average salary by contribution assumption: employee only about $201,779 at 4% or $134,519 at 6%; with 50% employer match about $134,519 at 4% or $89,679 at 6%; with 100% employer match about $100,889 at 4% or $67,260 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-48$1,238,342$387,415$8,071iApproximate average salary by contribution assumption: employee only about $201,779 at 4% or $134,519 at 6%; with 50% employer match about $134,519 at 4% or $89,679 at 6%; with 100% employer match about $100,889 at 4% or $67,260 at 6%.
2015142$926,650$457,616$10,896iApproximate average salary by contribution assumption: employee only about $272,390 at 4% or $181,594 at 6%; with 50% employer match about $181,594 at 4% or $121,062 at 6%; with 100% employer match about $136,195 at 4% or $90,797 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-42$926,650$457,616$10,896iApproximate average salary by contribution assumption: employee only about $272,390 at 4% or $181,594 at 6%; with 50% employer match about $181,594 at 4% or $121,062 at 6%; with 100% employer match about $136,195 at 4% or $90,797 at 6%.
2014133$732,668$218,765$6,629iApproximate average salary by contribution assumption: employee only about $165,731 at 4% or $110,487 at 6%; with 50% employer match about $110,487 at 4% or $73,658 at 6%; with 100% employer match about $82,866 at 4% or $55,244 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-33$732,668$218,765$6,629iApproximate average salary by contribution assumption: employee only about $165,731 at 4% or $110,487 at 6%; with 50% employer match about $110,487 at 4% or $73,658 at 6%; with 100% employer match about $82,866 at 4% or $55,244 at 6%.
2013133$528,184$180,708$5,476iApproximate average salary by contribution assumption: employee only about $136,900 at 4% or $91,267 at 6%; with 50% employer match about $91,267 at 4% or $60,844 at 6%; with 100% employer match about $68,450 at 4% or $45,633 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-33$528,184$180,708$5,476iApproximate average salary by contribution assumption: employee only about $136,900 at 4% or $91,267 at 6%; with 50% employer match about $91,267 at 4% or $60,844 at 6%; with 100% employer match about $68,450 at 4% or $45,633 at 6%.
2012124$277,331$107,218$4,467iApproximate average salary by contribution assumption: employee only about $111,685 at 4% or $74,457 at 6%; with 50% employer match about $74,457 at 4% or $49,638 at 6%; with 100% employer match about $55,843 at 4% or $37,228 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-24$277,331$107,218$4,467iApproximate average salary by contribution assumption: employee only about $111,685 at 4% or $74,457 at 6%; with 50% employer match about $74,457 at 4% or $49,638 at 6%; with 100% employer match about $55,843 at 4% or $37,228 at 6%.
2011124$208,295$70,898$2,954iApproximate average salary by contribution assumption: employee only about $73,852 at 4% or $49,235 at 6%; with 50% employer match about $49,235 at 4% or $32,823 at 6%; with 100% employer match about $36,926 at 4% or $24,617 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-24$208,295$70,898$2,954iApproximate average salary by contribution assumption: employee only about $73,852 at 4% or $49,235 at 6%; with 50% employer match about $49,235 at 4% or $32,823 at 6%; with 100% employer match about $36,926 at 4% or $24,617 at 6%.
2010119$157,753$53,628$2,823iApproximate average salary by contribution assumption: employee only about $70,563 at 4% or $47,042 at 6%; with 50% employer match about $47,042 at 4% or $31,361 at 6%; with 100% employer match about $35,282 at 4% or $23,521 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-19$157,753$53,628$2,823iApproximate average salary by contribution assumption: employee only about $70,563 at 4% or $47,042 at 6%; with 50% employer match about $47,042 at 4% or $31,361 at 6%; with 100% employer match about $35,282 at 4% or $23,521 at 6%.
2009123$113,106$102,699$4,465iApproximate average salary by contribution assumption: employee only about $111,629 at 4% or $74,420 at 6%; with 50% employer match about $74,420 at 4% or $49,613 at 6%; with 100% employer match about $55,815 at 4% or $37,210 at 6%.
Fortis Private Bank 401(K) Profit Sharing Plan & Trust-23$113,106$102,699$4,465iApproximate average salary by contribution assumption: employee only about $111,629 at 4% or $74,420 at 6%; with 50% employer match about $74,420 at 4% or $49,613 at 6%; with 100% employer match about $55,815 at 4% or $37,210 at 6%.