Civic Intelligence

First Source Fcu

Plan context: First Source Fcu Capital Accumulation Plan

EIN 15-0535531 • New Hartford, NY • 26 filings • 3 plans

4451 Commercial DrNew Hartford, NY 13413-6207
Current Snapshot

Latest Year

2024

2024 Participants

237

2024 Assets

$3,174,912

2024 Contributions

$406,499

Historical Graphs

Total Assets Over Time

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

$3,174,912$1,587,456$0199920042009YearValue
$3,174,912Latest year 2009

Participants Over Time

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

2441220199920082024YearValue
237Latest 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
20241237$0$0-
First Source Federal Credit Union Life Benefit Plan-237---
20231244$0$0-
First Source Federal Credit Union Life Benefit Plan-244---
20222221$0$0-
First Source Federal Credit Union Welfare Benefit Plan-0---
First Source Federal Credit Union Life Benefit Plan-221---
20212212$0$0-
First Source Federal Credit Union Welfare Benefit Plan-131---
First Source Federal Credit Union Life Benefit Plan-212---
20202193$0$0-
First Source Federal Credit Union Life Benefit Plan-193---
First Source Federal Credit Union Welfare Benefit Plan-129---
20192163$0$0-
First Source Federal Credit Union Life Benefit Plan-163---
First Source Federal Credit Union Welfare Benefit Plan-115---
20182143$0$0-
First Source Federal Credit Union Welfare Benefit Plan-143---
First Source Federal Credit Union Life Benefit Plan-141---
20172133$0$0-
First Source Federal Credit Union Life Benefit Plan-124---
First Source Federal Credit Union Welfare Benefit Plan-133---
201010$0$406,499-
First Source Fcu Capital Accumulation Plan-0-$406,499-
20091120$3,174,912$472,708$3,939iApproximate average salary by contribution assumption: employee only about $98,481 at 4% or $65,654 at 6%; with 50% employer match about $65,654 at 4% or $43,769 at 6%; with 100% employer match about $49,240 at 4% or $32,827 at 6%.
First Source Fcu Capital Accumulation Plan-120$3,174,912$472,708$3,939iApproximate average salary by contribution assumption: employee only about $98,481 at 4% or $65,654 at 6%; with 50% employer match about $65,654 at 4% or $43,769 at 6%; with 100% employer match about $49,240 at 4% or $32,827 at 6%.
20081105$2,224,900$397,838$3,789iApproximate average salary by contribution assumption: employee only about $94,723 at 4% or $63,149 at 6%; with 50% employer match about $63,149 at 4% or $42,099 at 6%; with 100% employer match about $47,362 at 4% or $31,574 at 6%.
First Source Fcu Capital Accumulation Plan-105$2,224,900$397,838$3,789iApproximate average salary by contribution assumption: employee only about $94,723 at 4% or $63,149 at 6%; with 50% employer match about $63,149 at 4% or $42,099 at 6%; with 100% employer match about $47,362 at 4% or $31,574 at 6%.
20071105$2,810,126$377,801$3,598iApproximate average salary by contribution assumption: employee only about $89,953 at 4% or $59,968 at 6%; with 50% employer match about $59,968 at 4% or $39,979 at 6%; with 100% employer match about $44,976 at 4% or $29,984 at 6%.
First Source Fcu Capital Accumulation Plan-105$2,810,126$377,801$3,598iApproximate average salary by contribution assumption: employee only about $89,953 at 4% or $59,968 at 6%; with 50% employer match about $59,968 at 4% or $39,979 at 6%; with 100% employer match about $44,976 at 4% or $29,984 at 6%.
20061105$2,315,051$357,497$3,405iApproximate average salary by contribution assumption: employee only about $85,118 at 4% or $56,746 at 6%; with 50% employer match about $56,746 at 4% or $37,830 at 6%; with 100% employer match about $42,559 at 4% or $28,373 at 6%.
First Source Fcu Capital Accumulation Plan-105$2,315,051$357,497$3,405iApproximate average salary by contribution assumption: employee only about $85,118 at 4% or $56,746 at 6%; with 50% employer match about $56,746 at 4% or $37,830 at 6%; with 100% employer match about $42,559 at 4% or $28,373 at 6%.
20051115$1,811,037$325,954$2,834iApproximate average salary by contribution assumption: employee only about $70,860 at 4% or $47,240 at 6%; with 50% employer match about $47,240 at 4% or $31,493 at 6%; with 100% employer match about $35,430 at 4% or $23,620 at 6%.
First Source Fcu Capital Accumulation Plan-115$1,811,037$325,954$2,834iApproximate average salary by contribution assumption: employee only about $70,860 at 4% or $47,240 at 6%; with 50% employer match about $47,240 at 4% or $31,493 at 6%; with 100% employer match about $35,430 at 4% or $23,620 at 6%.
2004194$1,396,979$247,527$2,633iApproximate average salary by contribution assumption: employee only about $65,832 at 4% or $43,888 at 6%; with 50% employer match about $43,888 at 4% or $29,259 at 6%; with 100% employer match about $32,916 at 4% or $21,944 at 6%.
First Source Fcu Capital Accumulation Plan-94$1,396,979$247,527$2,633iApproximate average salary by contribution assumption: employee only about $65,832 at 4% or $43,888 at 6%; with 50% employer match about $43,888 at 4% or $29,259 at 6%; with 100% employer match about $32,916 at 4% or $21,944 at 6%.
2003190$991,976$220,077$2,445iApproximate average salary by contribution assumption: employee only about $61,133 at 4% or $40,755 at 6%; with 50% employer match about $40,755 at 4% or $27,170 at 6%; with 100% employer match about $30,566 at 4% or $20,378 at 6%.
First Source Fcu Capital Accumulation Plan-90$991,976$220,077$2,445iApproximate average salary by contribution assumption: employee only about $61,133 at 4% or $40,755 at 6%; with 50% employer match about $40,755 at 4% or $27,170 at 6%; with 100% employer match about $30,566 at 4% or $20,378 at 6%.
2002183$642,815$196,686$2,370iApproximate average salary by contribution assumption: employee only about $59,243 at 4% or $39,495 at 6%; with 50% employer match about $39,495 at 4% or $26,330 at 6%; with 100% employer match about $29,621 at 4% or $19,748 at 6%.
First Source Fcu Capital Accumulation Plan-83$642,815$196,686$2,370iApproximate average salary by contribution assumption: employee only about $59,243 at 4% or $39,495 at 6%; with 50% employer match about $39,495 at 4% or $26,330 at 6%; with 100% employer match about $29,621 at 4% or $19,748 at 6%.
2001164$551,915$163,422$2,553iApproximate average salary by contribution assumption: employee only about $63,837 at 4% or $42,558 at 6%; with 50% employer match about $42,558 at 4% or $28,372 at 6%; with 100% employer match about $31,918 at 4% or $21,279 at 6%.
First Source Fcu Capital Accumulation Plan-64$551,915$163,422$2,553iApproximate average salary by contribution assumption: employee only about $63,837 at 4% or $42,558 at 6%; with 50% employer match about $42,558 at 4% or $28,372 at 6%; with 100% employer match about $31,918 at 4% or $21,279 at 6%.
2000150$549,120$101,133$2,023iApproximate average salary by contribution assumption: employee only about $50,567 at 4% or $33,711 at 6%; with 50% employer match about $33,711 at 4% or $22,474 at 6%; with 100% employer match about $25,283 at 4% or $16,856 at 6%.
First Source Fcu Capital Accumulation Plan-50$549,120$101,133$2,023iApproximate average salary by contribution assumption: employee only about $50,567 at 4% or $33,711 at 6%; with 50% employer match about $33,711 at 4% or $22,474 at 6%; with 100% employer match about $25,283 at 4% or $16,856 at 6%.
1999141$501,837$128,570$3,136iApproximate average salary by contribution assumption: employee only about $78,396 at 4% or $52,264 at 6%; with 50% employer match about $52,264 at 4% or $34,843 at 6%; with 100% employer match about $39,198 at 4% or $26,132 at 6%.
First Source Fcu Capital Accumulation Plan-41$501,837$128,570$3,136iApproximate average salary by contribution assumption: employee only about $78,396 at 4% or $52,264 at 6%; with 50% employer match about $52,264 at 4% or $34,843 at 6%; with 100% employer match about $39,198 at 4% or $26,132 at 6%.