Civic Intelligence

Palisade Financial Inc.

Plan context: Palisade Financial 401(K) Plan

EIN 84-1409781 • Bozeman, MT • 6 filings • 1 plans

1610 Ellis Street, Suite 3ABozeman, MT 59715
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$624,127

2025 Contributions

$159,584

Historical Graphs

Total Assets Over Time

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

$1,066,679$533,340$0202020232025YearValue
$624,127Latest year 2025

Participants Over Time

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

1260202020232025YearValue
8Latest 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
202518$624,127$159,584$19,948iApproximate average salary by contribution assumption: employee only about $498,700 at 4% or $332,467 at 6%; with 50% employer match about $332,467 at 4% or $221,644 at 6%; with 100% employer match about $249,350 at 4% or $166,233 at 6%.
Palisade Financial 401(K) Plan-8$624,127$159,584$19,948iApproximate average salary by contribution assumption: employee only about $498,700 at 4% or $332,467 at 6%; with 50% employer match about $332,467 at 4% or $221,644 at 6%; with 100% employer match about $249,350 at 4% or $166,233 at 6%.
202419$588,085$97,961$10,885iApproximate average salary by contribution assumption: employee only about $272,114 at 4% or $181,409 at 6%; with 50% employer match about $181,409 at 4% or $120,940 at 6%; with 100% employer match about $136,057 at 4% or $90,705 at 6%.
Palisade Financial 401(K) Plan-9$588,085$97,961$10,885iApproximate average salary by contribution assumption: employee only about $272,114 at 4% or $181,409 at 6%; with 50% employer match about $181,409 at 4% or $120,940 at 6%; with 100% employer match about $136,057 at 4% or $90,705 at 6%.
2023112$444,038$90,510$7,543iApproximate average salary by contribution assumption: employee only about $188,563 at 4% or $125,708 at 6%; with 50% employer match about $125,708 at 4% or $83,806 at 6%; with 100% employer match about $94,281 at 4% or $62,854 at 6%.
Palisade Financial 401(K) Plan-12$444,038$90,510$7,543iApproximate average salary by contribution assumption: employee only about $188,563 at 4% or $125,708 at 6%; with 50% employer match about $125,708 at 4% or $83,806 at 6%; with 100% employer match about $94,281 at 4% or $62,854 at 6%.
202219$290,445$110,935$12,326iApproximate average salary by contribution assumption: employee only about $308,153 at 4% or $205,435 at 6%; with 50% employer match about $205,435 at 4% or $136,957 at 6%; with 100% employer match about $154,076 at 4% or $102,718 at 6%.
Palisade Financial 401(K) Plan-9$290,445$110,935$12,326iApproximate average salary by contribution assumption: employee only about $308,153 at 4% or $205,435 at 6%; with 50% employer match about $205,435 at 4% or $136,957 at 6%; with 100% employer match about $154,076 at 4% or $102,718 at 6%.
202119$1,066,679$158,097$17,566iApproximate average salary by contribution assumption: employee only about $439,158 at 4% or $292,772 at 6%; with 50% employer match about $292,772 at 4% or $195,181 at 6%; with 100% employer match about $219,579 at 4% or $146,386 at 6%.
Palisade Financial 401(K) Plan-9$1,066,679$158,097$17,566iApproximate average salary by contribution assumption: employee only about $439,158 at 4% or $292,772 at 6%; with 50% employer match about $292,772 at 4% or $195,181 at 6%; with 100% employer match about $219,579 at 4% or $146,386 at 6%.
202019$819,128$631,739$70,193iApproximate average salary by contribution assumption: employee only about $1,754,831 at 4% or $1,169,887 at 6%; with 50% employer match about $1,169,887 at 4% or $779,925 at 6%; with 100% employer match about $877,415 at 4% or $584,944 at 6%.
Palisade Financial 401(K) Plan-9$819,128$631,739$70,193iApproximate average salary by contribution assumption: employee only about $1,754,831 at 4% or $1,169,887 at 6%; with 50% employer match about $1,169,887 at 4% or $779,925 at 6%; with 100% employer match about $877,415 at 4% or $584,944 at 6%.