Civic Intelligence

Spirit Financial Credit Union

Plan context: Spirit Financial Credit Union 401(K) Plan

EIN 23-1469875 • Levittown, PA • 31 filings • 4 plans

8535 New Falls RoadLevittown, PA 19054
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,340,127

2024 Contributions

$62,055

Historical Graphs

Total Assets Over Time

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

$1,448,437$724,219$0199920152024YearValue
$1,340,127Latest year 2024

Participants Over Time

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

1680199920122024YearValue
12Latest 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
2024112$1,340,127$62,055$5,171iApproximate average salary by contribution assumption: employee only about $129,281 at 4% or $86,188 at 6%; with 50% employer match about $86,188 at 4% or $57,458 at 6%; with 100% employer match about $64,641 at 4% or $43,094 at 6%.
Spirit Financial Credit Union 401(K) Plan-12$1,340,127$62,055$5,171iApproximate average salary by contribution assumption: employee only about $129,281 at 4% or $86,188 at 6%; with 50% employer match about $86,188 at 4% or $57,458 at 6%; with 100% employer match about $64,641 at 4% or $43,094 at 6%.
2023114$1,448,437$67,133$4,795iApproximate average salary by contribution assumption: employee only about $119,880 at 4% or $79,920 at 6%; with 50% employer match about $79,920 at 4% or $53,280 at 6%; with 100% employer match about $59,940 at 4% or $39,960 at 6%.
Spirit Financial Credit Union 401(K) Plan-14$1,448,437$67,133$4,795iApproximate average salary by contribution assumption: employee only about $119,880 at 4% or $79,920 at 6%; with 50% employer match about $79,920 at 4% or $53,280 at 6%; with 100% employer match about $59,940 at 4% or $39,960 at 6%.
2022114$1,147,568$58,199$4,157iApproximate average salary by contribution assumption: employee only about $103,927 at 4% or $69,285 at 6%; with 50% employer match about $69,285 at 4% or $46,190 at 6%; with 100% employer match about $51,963 at 4% or $34,642 at 6%.
Spirit Financial Credit Union 401(K) Plan-14$1,147,568$58,199$4,157iApproximate average salary by contribution assumption: employee only about $103,927 at 4% or $69,285 at 6%; with 50% employer match about $69,285 at 4% or $46,190 at 6%; with 100% employer match about $51,963 at 4% or $34,642 at 6%.
2021114$1,330,687$68,062$4,862iApproximate average salary by contribution assumption: employee only about $121,539 at 4% or $81,026 at 6%; with 50% employer match about $81,026 at 4% or $54,017 at 6%; with 100% employer match about $60,770 at 4% or $40,513 at 6%.
Spirit Financial Credit Union 401(K) Plan-14$1,330,687$68,062$4,862iApproximate average salary by contribution assumption: employee only about $121,539 at 4% or $81,026 at 6%; with 50% employer match about $81,026 at 4% or $54,017 at 6%; with 100% employer match about $60,770 at 4% or $40,513 at 6%.
2020116$1,090,101$63,950$3,997iApproximate average salary by contribution assumption: employee only about $99,922 at 4% or $66,615 at 6%; with 50% employer match about $66,615 at 4% or $44,410 at 6%; with 100% employer match about $49,961 at 4% or $33,307 at 6%.
Spirit Financial Credit Union 401(K) Plan-16$1,090,101$63,950$3,997iApproximate average salary by contribution assumption: employee only about $99,922 at 4% or $66,615 at 6%; with 50% employer match about $66,615 at 4% or $44,410 at 6%; with 100% employer match about $49,961 at 4% or $33,307 at 6%.
2019113$878,789$55,337$4,257iApproximate average salary by contribution assumption: employee only about $106,417 at 4% or $70,945 at 6%; with 50% employer match about $70,945 at 4% or $47,297 at 6%; with 100% employer match about $53,209 at 4% or $35,472 at 6%.
Spirit Financial Credit Union 401(K) Plan-13$878,789$55,337$4,257iApproximate average salary by contribution assumption: employee only about $106,417 at 4% or $70,945 at 6%; with 50% employer match about $70,945 at 4% or $47,297 at 6%; with 100% employer match about $53,209 at 4% or $35,472 at 6%.
2018115$660,568$58,867$3,924iApproximate average salary by contribution assumption: employee only about $98,112 at 4% or $65,408 at 6%; with 50% employer match about $65,408 at 4% or $43,605 at 6%; with 100% employer match about $49,056 at 4% or $32,704 at 6%.
Spirit Financial Credit Union 401(K) Plan-15$660,568$58,867$3,924iApproximate average salary by contribution assumption: employee only about $98,112 at 4% or $65,408 at 6%; with 50% employer match about $65,408 at 4% or $43,605 at 6%; with 100% employer match about $49,056 at 4% or $32,704 at 6%.
2017113$1,133,957$100,412$7,724iApproximate average salary by contribution assumption: employee only about $193,100 at 4% or $128,733 at 6%; with 50% employer match about $128,733 at 4% or $85,822 at 6%; with 100% employer match about $96,550 at 4% or $64,367 at 6%.
Spirit Financial Credit Union 401(K) Plan-13$1,133,957$100,412$7,724iApproximate average salary by contribution assumption: employee only about $193,100 at 4% or $128,733 at 6%; with 50% employer match about $128,733 at 4% or $85,822 at 6%; with 100% employer match about $96,550 at 4% or $64,367 at 6%.
2016112$881,622$37,767$3,147iApproximate average salary by contribution assumption: employee only about $78,681 at 4% or $52,454 at 6%; with 50% employer match about $52,454 at 4% or $34,969 at 6%; with 100% employer match about $39,341 at 4% or $26,227 at 6%.
Spirit Financial Credit Union 401(K) Plan-12$881,622$37,767$3,147iApproximate average salary by contribution assumption: employee only about $78,681 at 4% or $52,454 at 6%; with 50% employer match about $52,454 at 4% or $34,969 at 6%; with 100% employer match about $39,341 at 4% or $26,227 at 6%.
2015113$777,758$72,149$5,550iApproximate average salary by contribution assumption: employee only about $138,748 at 4% or $92,499 at 6%; with 50% employer match about $92,499 at 4% or $61,666 at 6%; with 100% employer match about $69,374 at 4% or $46,249 at 6%.
Spirit Financial Credit Union 401(K) Plan-13$777,758$72,149$5,550iApproximate average salary by contribution assumption: employee only about $138,748 at 4% or $92,499 at 6%; with 50% employer match about $92,499 at 4% or $61,666 at 6%; with 100% employer match about $69,374 at 4% or $46,249 at 6%.
2014111$1,132,134$35,442$3,222iApproximate average salary by contribution assumption: employee only about $80,550 at 4% or $53,700 at 6%; with 50% employer match about $53,700 at 4% or $35,800 at 6%; with 100% employer match about $40,275 at 4% or $26,850 at 6%.
Spirit Financial Credit Union 401(K) Plan-11$1,132,134$35,442$3,222iApproximate average salary by contribution assumption: employee only about $80,550 at 4% or $53,700 at 6%; with 50% employer match about $53,700 at 4% or $35,800 at 6%; with 100% employer match about $40,275 at 4% or $26,850 at 6%.
2013111$1,075,864$87,605$7,964iApproximate average salary by contribution assumption: employee only about $199,102 at 4% or $132,735 at 6%; with 50% employer match about $132,735 at 4% or $88,490 at 6%; with 100% employer match about $99,551 at 4% or $66,367 at 6%.
Spirit Financial Credit Union 401(K) Plan-11$1,075,864$87,605$7,964iApproximate average salary by contribution assumption: employee only about $199,102 at 4% or $132,735 at 6%; with 50% employer match about $132,735 at 4% or $88,490 at 6%; with 100% employer match about $99,551 at 4% or $66,367 at 6%.
2012110$891,373$77,586$7,759iApproximate average salary by contribution assumption: employee only about $193,965 at 4% or $129,310 at 6%; with 50% employer match about $129,310 at 4% or $86,207 at 6%; with 100% employer match about $96,983 at 4% or $64,655 at 6%.
Spirit Financial Credit Union 401(K) Plan-10$891,373$77,586$7,759iApproximate average salary by contribution assumption: employee only about $193,965 at 4% or $129,310 at 6%; with 50% employer match about $129,310 at 4% or $86,207 at 6%; with 100% employer match about $96,983 at 4% or $64,655 at 6%.
2011110$689,264$76,511$7,651iApproximate average salary by contribution assumption: employee only about $191,278 at 4% or $127,518 at 6%; with 50% employer match about $127,518 at 4% or $85,012 at 6%; with 100% employer match about $95,639 at 4% or $63,759 at 6%.
Spirit Financial Credit Union 401(K) Plan-10$689,264$76,511$7,651iApproximate average salary by contribution assumption: employee only about $191,278 at 4% or $127,518 at 6%; with 50% employer match about $127,518 at 4% or $85,012 at 6%; with 100% employer match about $95,639 at 4% or $63,759 at 6%.
201019$691,689$73,936$8,215iApproximate average salary by contribution assumption: employee only about $205,378 at 4% or $136,919 at 6%; with 50% employer match about $136,919 at 4% or $91,279 at 6%; with 100% employer match about $102,689 at 4% or $68,459 at 6%.
Spirit Financial Credit Union 401(K) Plan-9$691,689$73,936$8,215iApproximate average salary by contribution assumption: employee only about $205,378 at 4% or $136,919 at 6%; with 50% employer match about $136,919 at 4% or $91,279 at 6%; with 100% employer match about $102,689 at 4% or $68,459 at 6%.
200929$542,025$106,564$11,840iApproximate average salary by contribution assumption: employee only about $296,011 at 4% or $197,341 at 6%; with 50% employer match about $197,341 at 4% or $131,560 at 6%; with 100% employer match about $148,006 at 4% or $98,670 at 6%.
Spirit Financial Credit Union 401(K) Plan-9$542,025$106,564$11,840iApproximate average salary by contribution assumption: employee only about $296,011 at 4% or $197,341 at 6%; with 50% employer match about $197,341 at 4% or $131,560 at 6%; with 100% employer match about $148,006 at 4% or $98,670 at 6%.
Spirit Financial Credit Union 401(K) Plan-----
200719$0$0-
Spirit Financial Credit Union 401(K) Plan-9---
200619$0$0-
Spirit Financial Credit Union 401(K) Plan-9---
200517$0$0-
Spirit Financial Credit Union 401(K) Plan-7---
200416$699,456$82,684$13,781iApproximate average salary by contribution assumption: employee only about $344,517 at 4% or $229,678 at 6%; with 50% employer match about $229,678 at 4% or $153,119 at 6%; with 100% employer match about $172,258 at 4% or $114,839 at 6%.
Spirit Financial Credit Union 401(K) Plan-6$699,456$82,684$13,781iApproximate average salary by contribution assumption: employee only about $344,517 at 4% or $229,678 at 6%; with 50% employer match about $229,678 at 4% or $153,119 at 6%; with 100% employer match about $172,258 at 4% or $114,839 at 6%.
200325$597,918$67,137$13,427iApproximate average salary by contribution assumption: employee only about $335,685 at 4% or $223,790 at 6%; with 50% employer match about $223,790 at 4% or $149,193 at 6%; with 100% employer match about $167,843 at 4% or $111,895 at 6%.
Spirit Financial Credit Union 401(K) Plan-5$597,918$67,137$13,427iApproximate average salary by contribution assumption: employee only about $335,685 at 4% or $223,790 at 6%; with 50% employer match about $223,790 at 4% or $149,193 at 6%; with 100% employer match about $167,843 at 4% or $111,895 at 6%.
Fairless Credit Union Money Purchase Plan-0---
200227$0$0-
Fairless Credit Union Money Purchase Plan-7---
Spirit Financial Credit Union 401(K) Plan-7---
200127$0$0-
Fairless Credit Union Money Purchase Plan-7---
Spirit Financial Credit Union 401(K) Plan-7---
200026$140,055$33,328$5,555iApproximate average salary by contribution assumption: employee only about $138,867 at 4% or $92,578 at 6%; with 50% employer match about $92,578 at 4% or $61,719 at 6%; with 100% employer match about $69,433 at 4% or $46,289 at 6%.
Spirit Financial Credit Union 401(K) Plan-6$140,055$33,328$5,555iApproximate average salary by contribution assumption: employee only about $138,867 at 4% or $92,578 at 6%; with 50% employer match about $92,578 at 4% or $61,719 at 6%; with 100% employer match about $69,433 at 4% or $46,289 at 6%.
Fairless Credit Union Money Purchase Plan-6---
199926$951,893$59,976$9,996iApproximate average salary by contribution assumption: employee only about $249,900 at 4% or $166,600 at 6%; with 50% employer match about $166,600 at 4% or $111,067 at 6%; with 100% employer match about $124,950 at 4% or $83,300 at 6%.
Fairless Credit Union Money Purchase Plan-6$790,487$29,040$4,840iApproximate average salary by contribution assumption: employee only about $121,000 at 4% or $80,667 at 6%; with 50% employer match about $80,667 at 4% or $53,778 at 6%; with 100% employer match about $60,500 at 4% or $40,333 at 6%.
Spirit Financial Credit Union 401(K) Plan-6$161,406$30,936$5,156iApproximate average salary by contribution assumption: employee only about $128,900 at 4% or $85,933 at 6%; with 50% employer match about $85,933 at 4% or $57,289 at 6%; with 100% employer match about $64,450 at 4% or $42,967 at 6%.