Spirit Financial Credit Union
Plan context: Spirit Financial Credit Union 401(K) Plan
EIN 23-1469875 • Levittown, PA • 31 filings • 4 plans
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 2 | 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 | - | 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 | - | - | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| Spirit Financial Credit Union 401(K) Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $0 | $0 | - |
| Spirit Financial Credit Union 401(K) Plan | - | 9 | - | - | - |
| 2005 | 1 | 7 | $0 | $0 | - |
| Spirit Financial Credit Union 401(K) Plan | - | 7 | - | - | - |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 2 | 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%. |
| 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 | - | - | - |
| 2002 | 2 | 7 | $0 | $0 | - |
| Fairless Credit Union Money Purchase Plan | - | 7 | - | - | - |
| Spirit Financial Credit Union 401(K) Plan | - | 7 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| Fairless Credit Union Money Purchase Plan | - | 7 | - | - | - |
| Spirit Financial Credit Union 401(K) Plan | - | 7 | - | - | - |
| 2000 | 2 | 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%. |
| 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 | - | - | - |
| 1999 | 2 | 6 | $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%. |