Civic Intelligence

Somerville School Efcu

Plan context: Somerville School Efcu Cuna Retirement Savings Fun

EIN 04-2104516 • West Somerville, MA • 26 filings • 3 plans

PO Box 440053West Somerville, MA 02144-0001
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$313,791

2024 Contributions

$22,296

Historical Graphs

Total Assets Over Time

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

$1,565,547$782,774$0199920122024YearValue
$313,791Latest year 2024

Participants Over Time

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

950199920122024YearValue
6Latest year 2024

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
202416$313,791$22,296$3,716iApproximate average salary by contribution assumption: employee only about $92,900 at 4% or $61,933 at 6%; with 50% employer match about $61,933 at 4% or $41,289 at 6%; with 100% employer match about $46,450 at 4% or $30,967 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-6$313,791$22,296$3,716iApproximate average salary by contribution assumption: employee only about $92,900 at 4% or $61,933 at 6%; with 50% employer match about $61,933 at 4% or $41,289 at 6%; with 100% employer match about $46,450 at 4% or $30,967 at 6%.
202316$355,539$26,898$4,483iApproximate average salary by contribution assumption: employee only about $112,075 at 4% or $74,717 at 6%; with 50% employer match about $74,717 at 4% or $49,811 at 6%; with 100% employer match about $56,038 at 4% or $37,358 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-6$355,539$26,898$4,483iApproximate average salary by contribution assumption: employee only about $112,075 at 4% or $74,717 at 6%; with 50% employer match about $74,717 at 4% or $49,811 at 6%; with 100% employer match about $56,038 at 4% or $37,358 at 6%.
202216$317,265$25,760$4,293iApproximate average salary by contribution assumption: employee only about $107,333 at 4% or $71,556 at 6%; with 50% employer match about $71,556 at 4% or $47,704 at 6%; with 100% employer match about $53,667 at 4% or $35,778 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-6$317,265$25,760$4,293iApproximate average salary by contribution assumption: employee only about $107,333 at 4% or $71,556 at 6%; with 50% employer match about $71,556 at 4% or $47,704 at 6%; with 100% employer match about $53,667 at 4% or $35,778 at 6%.
202117$353,820$48,233$6,890iApproximate average salary by contribution assumption: employee only about $172,261 at 4% or $114,840 at 6%; with 50% employer match about $114,840 at 4% or $76,560 at 6%; with 100% employer match about $86,130 at 4% or $57,420 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-7$353,820$48,233$6,890iApproximate average salary by contribution assumption: employee only about $172,261 at 4% or $114,840 at 6%; with 50% employer match about $114,840 at 4% or $76,560 at 6%; with 100% employer match about $86,130 at 4% or $57,420 at 6%.
202019$1,565,547$59,591$6,621iApproximate average salary by contribution assumption: employee only about $165,531 at 4% or $110,354 at 6%; with 50% employer match about $110,354 at 4% or $73,569 at 6%; with 100% employer match about $82,765 at 4% or $55,177 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-9$1,565,547$59,591$6,621iApproximate average salary by contribution assumption: employee only about $165,531 at 4% or $110,354 at 6%; with 50% employer match about $110,354 at 4% or $73,569 at 6%; with 100% employer match about $82,765 at 4% or $55,177 at 6%.
201919$1,475,097$65,647$7,294iApproximate average salary by contribution assumption: employee only about $182,353 at 4% or $121,569 at 6%; with 50% employer match about $121,569 at 4% or $81,046 at 6%; with 100% employer match about $91,176 at 4% or $60,784 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-9$1,475,097$65,647$7,294iApproximate average salary by contribution assumption: employee only about $182,353 at 4% or $121,569 at 6%; with 50% employer match about $121,569 at 4% or $81,046 at 6%; with 100% employer match about $91,176 at 4% or $60,784 at 6%.
201819$1,175,860$62,344$6,927iApproximate average salary by contribution assumption: employee only about $173,178 at 4% or $115,452 at 6%; with 50% employer match about $115,452 at 4% or $76,968 at 6%; with 100% employer match about $86,589 at 4% or $57,726 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-9$1,175,860$62,344$6,927iApproximate average salary by contribution assumption: employee only about $173,178 at 4% or $115,452 at 6%; with 50% employer match about $115,452 at 4% or $76,968 at 6%; with 100% employer match about $86,589 at 4% or $57,726 at 6%.
201719$1,401,417$59,617$6,624iApproximate average salary by contribution assumption: employee only about $165,603 at 4% or $110,402 at 6%; with 50% employer match about $110,402 at 4% or $73,601 at 6%; with 100% employer match about $82,801 at 4% or $55,201 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-9$1,401,417$59,617$6,624iApproximate average salary by contribution assumption: employee only about $165,603 at 4% or $110,402 at 6%; with 50% employer match about $110,402 at 4% or $73,601 at 6%; with 100% employer match about $82,801 at 4% or $55,201 at 6%.
201618$1,243,761$57,772$7,222iApproximate average salary by contribution assumption: employee only about $180,538 at 4% or $120,358 at 6%; with 50% employer match about $120,358 at 4% or $80,239 at 6%; with 100% employer match about $90,269 at 4% or $60,179 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-8$1,243,761$57,772$7,222iApproximate average salary by contribution assumption: employee only about $180,538 at 4% or $120,358 at 6%; with 50% employer match about $120,358 at 4% or $80,239 at 6%; with 100% employer match about $90,269 at 4% or $60,179 at 6%.
201516$1,163,932$61,908$10,318iApproximate average salary by contribution assumption: employee only about $257,950 at 4% or $171,967 at 6%; with 50% employer match about $171,967 at 4% or $114,644 at 6%; with 100% employer match about $128,975 at 4% or $85,983 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-6$1,163,932$61,908$10,318iApproximate average salary by contribution assumption: employee only about $257,950 at 4% or $171,967 at 6%; with 50% employer match about $171,967 at 4% or $114,644 at 6%; with 100% employer match about $128,975 at 4% or $85,983 at 6%.
201415$1,134,410$64,824$12,965iApproximate average salary by contribution assumption: employee only about $324,120 at 4% or $216,080 at 6%; with 50% employer match about $216,080 at 4% or $144,053 at 6%; with 100% employer match about $162,060 at 4% or $108,040 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$1,134,410$64,824$12,965iApproximate average salary by contribution assumption: employee only about $324,120 at 4% or $216,080 at 6%; with 50% employer match about $216,080 at 4% or $144,053 at 6%; with 100% employer match about $162,060 at 4% or $108,040 at 6%.
201315$1,047,850$95,240$19,048iApproximate average salary by contribution assumption: employee only about $476,200 at 4% or $317,467 at 6%; with 50% employer match about $317,467 at 4% or $211,644 at 6%; with 100% employer match about $238,100 at 4% or $158,733 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$1,047,850$95,240$19,048iApproximate average salary by contribution assumption: employee only about $476,200 at 4% or $317,467 at 6%; with 50% employer match about $317,467 at 4% or $211,644 at 6%; with 100% employer match about $238,100 at 4% or $158,733 at 6%.
201215$878,302$74,228$14,846iApproximate average salary by contribution assumption: employee only about $371,140 at 4% or $247,427 at 6%; with 50% employer match about $247,427 at 4% or $164,951 at 6%; with 100% employer match about $185,570 at 4% or $123,713 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$878,302$74,228$14,846iApproximate average salary by contribution assumption: employee only about $371,140 at 4% or $247,427 at 6%; with 50% employer match about $247,427 at 4% or $164,951 at 6%; with 100% employer match about $185,570 at 4% or $123,713 at 6%.
201115$751,380$77,219$15,444iApproximate average salary by contribution assumption: employee only about $386,095 at 4% or $257,397 at 6%; with 50% employer match about $257,397 at 4% or $171,598 at 6%; with 100% employer match about $193,048 at 4% or $128,698 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$751,380$77,219$15,444iApproximate average salary by contribution assumption: employee only about $386,095 at 4% or $257,397 at 6%; with 50% employer match about $257,397 at 4% or $171,598 at 6%; with 100% employer match about $193,048 at 4% or $128,698 at 6%.
201015$707,843$72,376$14,475iApproximate average salary by contribution assumption: employee only about $361,880 at 4% or $241,253 at 6%; with 50% employer match about $241,253 at 4% or $160,836 at 6%; with 100% employer match about $180,940 at 4% or $120,627 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$707,843$72,376$14,475iApproximate average salary by contribution assumption: employee only about $361,880 at 4% or $241,253 at 6%; with 50% employer match about $241,253 at 4% or $160,836 at 6%; with 100% employer match about $180,940 at 4% or $120,627 at 6%.
200915$935,167$46,296$9,259iApproximate average salary by contribution assumption: employee only about $231,480 at 4% or $154,320 at 6%; with 50% employer match about $154,320 at 4% or $102,880 at 6%; with 100% employer match about $115,740 at 4% or $77,160 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$935,167$46,296$9,259iApproximate average salary by contribution assumption: employee only about $231,480 at 4% or $154,320 at 6%; with 50% employer match about $154,320 at 4% or $102,880 at 6%; with 100% employer match about $115,740 at 4% or $77,160 at 6%.
200815$774,690$48,886$9,777iApproximate average salary by contribution assumption: employee only about $244,430 at 4% or $162,953 at 6%; with 50% employer match about $162,953 at 4% or $108,636 at 6%; with 100% employer match about $122,215 at 4% or $81,477 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$774,690$48,886$9,777iApproximate average salary by contribution assumption: employee only about $244,430 at 4% or $162,953 at 6%; with 50% employer match about $162,953 at 4% or $108,636 at 6%; with 100% employer match about $122,215 at 4% or $81,477 at 6%.
200715$946,230$46,535$9,307iApproximate average salary by contribution assumption: employee only about $232,675 at 4% or $155,117 at 6%; with 50% employer match about $155,117 at 4% or $103,411 at 6%; with 100% employer match about $116,338 at 4% or $77,558 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$946,230$46,535$9,307iApproximate average salary by contribution assumption: employee only about $232,675 at 4% or $155,117 at 6%; with 50% employer match about $155,117 at 4% or $103,411 at 6%; with 100% employer match about $116,338 at 4% or $77,558 at 6%.
200615$841,924$44,556$8,911iApproximate average salary by contribution assumption: employee only about $222,780 at 4% or $148,520 at 6%; with 50% employer match about $148,520 at 4% or $99,013 at 6%; with 100% employer match about $111,390 at 4% or $74,260 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$841,924$44,556$8,911iApproximate average salary by contribution assumption: employee only about $222,780 at 4% or $148,520 at 6%; with 50% employer match about $148,520 at 4% or $99,013 at 6%; with 100% employer match about $111,390 at 4% or $74,260 at 6%.
200516$918,657$42,602$7,100iApproximate average salary by contribution assumption: employee only about $177,508 at 4% or $118,339 at 6%; with 50% employer match about $118,339 at 4% or $78,893 at 6%; with 100% employer match about $88,754 at 4% or $59,169 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-6$918,657$42,602$7,100iApproximate average salary by contribution assumption: employee only about $177,508 at 4% or $118,339 at 6%; with 50% employer match about $118,339 at 4% or $78,893 at 6%; with 100% employer match about $88,754 at 4% or $59,169 at 6%.
200416$846,659$38,646$6,441iApproximate average salary by contribution assumption: employee only about $161,025 at 4% or $107,350 at 6%; with 50% employer match about $107,350 at 4% or $71,567 at 6%; with 100% employer match about $80,513 at 4% or $53,675 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-6$846,659$38,646$6,441iApproximate average salary by contribution assumption: employee only about $161,025 at 4% or $107,350 at 6%; with 50% employer match about $107,350 at 4% or $71,567 at 6%; with 100% employer match about $80,513 at 4% or $53,675 at 6%.
200314$745,957$33,878$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,158 at 6%; with 50% employer match about $141,158 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-4$745,957$33,878$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,158 at 6%; with 50% employer match about $141,158 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
200214$631,293$32,234$8,059iApproximate average salary by contribution assumption: employee only about $201,463 at 4% or $134,308 at 6%; with 50% employer match about $134,308 at 4% or $89,539 at 6%; with 100% employer match about $100,731 at 4% or $67,154 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-4$631,293$32,234$8,059iApproximate average salary by contribution assumption: employee only about $201,463 at 4% or $134,308 at 6%; with 50% employer match about $134,308 at 4% or $89,539 at 6%; with 100% employer match about $100,731 at 4% or $67,154 at 6%.
200115$607,123$28,799$5,760iApproximate average salary by contribution assumption: employee only about $143,995 at 4% or $95,997 at 6%; with 50% employer match about $95,997 at 4% or $63,998 at 6%; with 100% employer match about $71,998 at 4% or $47,998 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$607,123$28,799$5,760iApproximate average salary by contribution assumption: employee only about $143,995 at 4% or $95,997 at 6%; with 50% employer match about $95,997 at 4% or $63,998 at 6%; with 100% employer match about $71,998 at 4% or $47,998 at 6%.
200015$578,000$26,382$5,276iApproximate average salary by contribution assumption: employee only about $131,910 at 4% or $87,940 at 6%; with 50% employer match about $87,940 at 4% or $58,627 at 6%; with 100% employer match about $65,955 at 4% or $43,970 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-5$578,000$26,382$5,276iApproximate average salary by contribution assumption: employee only about $131,910 at 4% or $87,940 at 6%; with 50% employer match about $87,940 at 4% or $58,627 at 6%; with 100% employer match about $65,955 at 4% or $43,970 at 6%.
199914$543,985$24,634$6,159iApproximate average salary by contribution assumption: employee only about $153,963 at 4% or $102,642 at 6%; with 50% employer match about $102,642 at 4% or $68,428 at 6%; with 100% employer match about $76,981 at 4% or $51,321 at 6%.
Somerville School Efcu Cuna Retirement Savings Fun-4$543,985$24,634$6,159iApproximate average salary by contribution assumption: employee only about $153,963 at 4% or $102,642 at 6%; with 50% employer match about $102,642 at 4% or $68,428 at 6%; with 100% employer match about $76,981 at 4% or $51,321 at 6%.