Advantage Federal Credit Union
Plan context: Advantage Federal Credit Union 401(K) Plan
EIN 16-0613220 • Rochester, NY • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
109
2024 Assets
$12,860,056
2024 Contributions
$944,998
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 | 109 | $12,860,056 | $944,998 | $8,670iApproximate average salary by contribution assumption: employee only about $216,743 at 4% or $144,495 at 6%; with 50% employer match about $144,495 at 4% or $96,330 at 6%; with 100% employer match about $108,371 at 4% or $72,248 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 109 | $12,860,056 | $944,998 | $8,670iApproximate average salary by contribution assumption: employee only about $216,743 at 4% or $144,495 at 6%; with 50% employer match about $144,495 at 4% or $96,330 at 6%; with 100% employer match about $108,371 at 4% or $72,248 at 6%. |
| 2023 | 1 | 103 | $11,638,658 | $902,064 | $8,758iApproximate average salary by contribution assumption: employee only about $218,948 at 4% or $145,965 at 6%; with 50% employer match about $145,965 at 4% or $97,310 at 6%; with 100% employer match about $109,474 at 4% or $72,983 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 103 | $11,638,658 | $902,064 | $8,758iApproximate average salary by contribution assumption: employee only about $218,948 at 4% or $145,965 at 6%; with 50% employer match about $145,965 at 4% or $97,310 at 6%; with 100% employer match about $109,474 at 4% or $72,983 at 6%. |
| 2022 | 1 | 101 | $9,524,645 | $908,798 | $8,998iApproximate average salary by contribution assumption: employee only about $224,950 at 4% or $149,967 at 6%; with 50% employer match about $149,967 at 4% or $99,978 at 6%; with 100% employer match about $112,475 at 4% or $74,983 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 101 | $9,524,645 | $908,798 | $8,998iApproximate average salary by contribution assumption: employee only about $224,950 at 4% or $149,967 at 6%; with 50% employer match about $149,967 at 4% or $99,978 at 6%; with 100% employer match about $112,475 at 4% or $74,983 at 6%. |
| 2021 | 1 | 110 | $11,272,579 | $992,749 | $9,025iApproximate average salary by contribution assumption: employee only about $225,625 at 4% or $150,417 at 6%; with 50% employer match about $150,417 at 4% or $100,278 at 6%; with 100% employer match about $112,812 at 4% or $75,208 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 110 | $11,272,579 | $992,749 | $9,025iApproximate average salary by contribution assumption: employee only about $225,625 at 4% or $150,417 at 6%; with 50% employer match about $150,417 at 4% or $100,278 at 6%; with 100% employer match about $112,812 at 4% or $75,208 at 6%. |
| 2020 | 1 | 107 | $9,423,926 | $741,304 | $6,928iApproximate average salary by contribution assumption: employee only about $173,202 at 4% or $115,468 at 6%; with 50% employer match about $115,468 at 4% or $76,979 at 6%; with 100% employer match about $86,601 at 4% or $57,734 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 107 | $9,423,926 | $741,304 | $6,928iApproximate average salary by contribution assumption: employee only about $173,202 at 4% or $115,468 at 6%; with 50% employer match about $115,468 at 4% or $76,979 at 6%; with 100% employer match about $86,601 at 4% or $57,734 at 6%. |
| 2019 | 1 | 106 | $8,667,327 | $837,545 | $7,901iApproximate average salary by contribution assumption: employee only about $197,534 at 4% or $131,689 at 6%; with 50% employer match about $131,689 at 4% or $87,793 at 6%; with 100% employer match about $98,767 at 4% or $65,845 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 106 | $8,667,327 | $837,545 | $7,901iApproximate average salary by contribution assumption: employee only about $197,534 at 4% or $131,689 at 6%; with 50% employer match about $131,689 at 4% or $87,793 at 6%; with 100% employer match about $98,767 at 4% or $65,845 at 6%. |
| 2018 | 1 | 107 | $6,956,092 | $610,487 | $5,705iApproximate average salary by contribution assumption: employee only about $142,637 at 4% or $95,091 at 6%; with 50% employer match about $95,091 at 4% or $63,394 at 6%; with 100% employer match about $71,319 at 4% or $47,546 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 107 | $6,956,092 | $610,487 | $5,705iApproximate average salary by contribution assumption: employee only about $142,637 at 4% or $95,091 at 6%; with 50% employer match about $95,091 at 4% or $63,394 at 6%; with 100% employer match about $71,319 at 4% or $47,546 at 6%. |
| 2017 | 1 | 94 | $6,917,773 | $580,489 | $6,175iApproximate average salary by contribution assumption: employee only about $154,385 at 4% or $102,924 at 6%; with 50% employer match about $102,924 at 4% or $68,616 at 6%; with 100% employer match about $77,193 at 4% or $51,462 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 94 | $6,917,773 | $580,489 | $6,175iApproximate average salary by contribution assumption: employee only about $154,385 at 4% or $102,924 at 6%; with 50% employer match about $102,924 at 4% or $68,616 at 6%; with 100% employer match about $77,193 at 4% or $51,462 at 6%. |
| 2016 | 1 | 89 | $5,768,309 | $584,353 | $6,566iApproximate average salary by contribution assumption: employee only about $164,144 at 4% or $109,429 at 6%; with 50% employer match about $109,429 at 4% or $72,953 at 6%; with 100% employer match about $82,072 at 4% or $54,715 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 89 | $5,768,309 | $584,353 | $6,566iApproximate average salary by contribution assumption: employee only about $164,144 at 4% or $109,429 at 6%; with 50% employer match about $109,429 at 4% or $72,953 at 6%; with 100% employer match about $82,072 at 4% or $54,715 at 6%. |
| 2015 | 1 | 83 | $4,856,847 | $477,091 | $5,748iApproximate average salary by contribution assumption: employee only about $143,702 at 4% or $95,801 at 6%; with 50% employer match about $95,801 at 4% or $63,868 at 6%; with 100% employer match about $71,851 at 4% or $47,901 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 83 | $4,856,847 | $477,091 | $5,748iApproximate average salary by contribution assumption: employee only about $143,702 at 4% or $95,801 at 6%; with 50% employer match about $95,801 at 4% or $63,868 at 6%; with 100% employer match about $71,851 at 4% or $47,901 at 6%. |
| 2014 | 1 | 78 | $4,634,775 | $411,940 | $5,281iApproximate average salary by contribution assumption: employee only about $132,032 at 4% or $88,021 at 6%; with 50% employer match about $88,021 at 4% or $58,681 at 6%; with 100% employer match about $66,016 at 4% or $44,011 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 78 | $4,634,775 | $411,940 | $5,281iApproximate average salary by contribution assumption: employee only about $132,032 at 4% or $88,021 at 6%; with 50% employer match about $88,021 at 4% or $58,681 at 6%; with 100% employer match about $66,016 at 4% or $44,011 at 6%. |
| 2013 | 1 | 81 | $4,100,243 | $376,187 | $4,644iApproximate average salary by contribution assumption: employee only about $116,107 at 4% or $77,405 at 6%; with 50% employer match about $77,405 at 4% or $51,603 at 6%; with 100% employer match about $58,054 at 4% or $38,702 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 81 | $4,100,243 | $376,187 | $4,644iApproximate average salary by contribution assumption: employee only about $116,107 at 4% or $77,405 at 6%; with 50% employer match about $77,405 at 4% or $51,603 at 6%; with 100% employer match about $58,054 at 4% or $38,702 at 6%. |
| 2012 | 1 | 73 | $3,309,594 | $376,578 | $5,159iApproximate average salary by contribution assumption: employee only about $128,965 at 4% or $85,977 at 6%; with 50% employer match about $85,977 at 4% or $57,318 at 6%; with 100% employer match about $64,483 at 4% or $42,988 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 73 | $3,309,594 | $376,578 | $5,159iApproximate average salary by contribution assumption: employee only about $128,965 at 4% or $85,977 at 6%; with 50% employer match about $85,977 at 4% or $57,318 at 6%; with 100% employer match about $64,483 at 4% or $42,988 at 6%. |
| 2011 | 1 | 67 | $2,751,344 | $304,917 | $4,551iApproximate average salary by contribution assumption: employee only about $113,775 at 4% or $75,850 at 6%; with 50% employer match about $75,850 at 4% or $50,567 at 6%; with 100% employer match about $56,888 at 4% or $37,925 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 67 | $2,751,344 | $304,917 | $4,551iApproximate average salary by contribution assumption: employee only about $113,775 at 4% or $75,850 at 6%; with 50% employer match about $75,850 at 4% or $50,567 at 6%; with 100% employer match about $56,888 at 4% or $37,925 at 6%. |
| 2010 | 1 | 57 | $2,229,506 | $250,589 | $4,396iApproximate average salary by contribution assumption: employee only about $109,907 at 4% or $73,272 at 6%; with 50% employer match about $73,272 at 4% or $48,848 at 6%; with 100% employer match about $54,954 at 4% or $36,636 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 57 | $2,229,506 | $250,589 | $4,396iApproximate average salary by contribution assumption: employee only about $109,907 at 4% or $73,272 at 6%; with 50% employer match about $73,272 at 4% or $48,848 at 6%; with 100% employer match about $54,954 at 4% or $36,636 at 6%. |
| 2009 | 1 | 47 | $1,840,482 | $226,367 | $4,816iApproximate average salary by contribution assumption: employee only about $120,408 at 4% or $80,272 at 6%; with 50% employer match about $80,272 at 4% or $53,515 at 6%; with 100% employer match about $60,204 at 4% or $40,136 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 47 | $1,840,482 | $226,367 | $4,816iApproximate average salary by contribution assumption: employee only about $120,408 at 4% or $80,272 at 6%; with 50% employer match about $80,272 at 4% or $53,515 at 6%; with 100% employer match about $60,204 at 4% or $40,136 at 6%. |
| 2008 | 1 | 45 | $1,380,207 | $195,694 | $4,349iApproximate average salary by contribution assumption: employee only about $108,719 at 4% or $72,479 at 6%; with 50% employer match about $72,479 at 4% or $48,320 at 6%; with 100% employer match about $54,359 at 4% or $36,240 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 45 | $1,380,207 | $195,694 | $4,349iApproximate average salary by contribution assumption: employee only about $108,719 at 4% or $72,479 at 6%; with 50% employer match about $72,479 at 4% or $48,320 at 6%; with 100% employer match about $54,359 at 4% or $36,240 at 6%. |
| 2007 | 1 | 43 | $0 | $0 | - |
| Advantage Federal Credit Union 401(K) Plan | - | 43 | - | - | - |
| 2006 | 1 | 43 | $1,583,522 | $176,298 | $4,100iApproximate average salary by contribution assumption: employee only about $102,499 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,555 at 6%; with 100% employer match about $51,249 at 4% or $34,166 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 43 | $1,583,522 | $176,298 | $4,100iApproximate average salary by contribution assumption: employee only about $102,499 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,555 at 6%; with 100% employer match about $51,249 at 4% or $34,166 at 6%. |
| 2005 | 1 | 55 | $1,399,645 | $197,477 | $3,590iApproximate average salary by contribution assumption: employee only about $89,762 at 4% or $59,842 at 6%; with 50% employer match about $59,842 at 4% or $39,894 at 6%; with 100% employer match about $44,881 at 4% or $29,921 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 55 | $1,399,645 | $197,477 | $3,590iApproximate average salary by contribution assumption: employee only about $89,762 at 4% or $59,842 at 6%; with 50% employer match about $59,842 at 4% or $39,894 at 6%; with 100% employer match about $44,881 at 4% or $29,921 at 6%. |
| 2004 | 1 | 44 | $1,186,741 | $152,505 | $3,466iApproximate average salary by contribution assumption: employee only about $86,651 at 4% or $57,767 at 6%; with 50% employer match about $57,767 at 4% or $38,511 at 6%; with 100% employer match about $43,325 at 4% or $28,884 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 44 | $1,186,741 | $152,505 | $3,466iApproximate average salary by contribution assumption: employee only about $86,651 at 4% or $57,767 at 6%; with 50% employer match about $57,767 at 4% or $38,511 at 6%; with 100% employer match about $43,325 at 4% or $28,884 at 6%. |
| 2003 | 1 | 31 | $1,107,555 | $110,687 | $3,571iApproximate average salary by contribution assumption: employee only about $89,264 at 4% or $59,509 at 6%; with 50% employer match about $59,509 at 4% or $39,673 at 6%; with 100% employer match about $44,632 at 4% or $29,755 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 31 | $1,107,555 | $110,687 | $3,571iApproximate average salary by contribution assumption: employee only about $89,264 at 4% or $59,509 at 6%; with 50% employer match about $59,509 at 4% or $39,673 at 6%; with 100% employer match about $44,632 at 4% or $29,755 at 6%. |
| 2002 | 1 | 35 | $894,126 | $110,370 | $3,153iApproximate average salary by contribution assumption: employee only about $78,836 at 4% or $52,557 at 6%; with 50% employer match about $52,557 at 4% or $35,038 at 6%; with 100% employer match about $39,418 at 4% or $26,279 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 35 | $894,126 | $110,370 | $3,153iApproximate average salary by contribution assumption: employee only about $78,836 at 4% or $52,557 at 6%; with 50% employer match about $52,557 at 4% or $35,038 at 6%; with 100% employer match about $39,418 at 4% or $26,279 at 6%. |
| 2001 | 1 | 36 | $878,823 | $105,310 | $2,925iApproximate average salary by contribution assumption: employee only about $73,132 at 4% or $48,755 at 6%; with 50% employer match about $48,755 at 4% or $32,503 at 6%; with 100% employer match about $36,566 at 4% or $24,377 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 36 | $878,823 | $105,310 | $2,925iApproximate average salary by contribution assumption: employee only about $73,132 at 4% or $48,755 at 6%; with 50% employer match about $48,755 at 4% or $32,503 at 6%; with 100% employer match about $36,566 at 4% or $24,377 at 6%. |
| 2000 | 1 | 21 | $0 | $0 | - |
| Advantage Federal Credit Union 401(K) Plan | - | 21 | - | - | - |
| 1999 | 1 | 20 | $902,124 | $66,971 | $3,349iApproximate average salary by contribution assumption: employee only about $83,714 at 4% or $55,809 at 6%; with 50% employer match about $55,809 at 4% or $37,206 at 6%; with 100% employer match about $41,857 at 4% or $27,905 at 6%. |
| Advantage Federal Credit Union 401(K) Plan | - | 20 | $902,124 | $66,971 | $3,349iApproximate average salary by contribution assumption: employee only about $83,714 at 4% or $55,809 at 6%; with 50% employer match about $55,809 at 4% or $37,206 at 6%; with 100% employer match about $41,857 at 4% or $27,905 at 6%. |