Alcose Credit Union
Plan context: Alcose Credit Union Defined Benefit Plan and Trust
EIN 25-0996223 • White Oak, PA • 42 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,288,587
2024 Contributions
$200,000
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 | 2 | 5 | $1,288,587 | $0 | - |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 5 | $1,215,414 | $0 | - |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $73,173 | - | - |
| 2023 | 2 | 5 | $1,264,083 | $0 | - |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 5 | $1,197,120 | $0 | - |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $66,963 | - | - |
| 2022 | 2 | 5 | $1,260,036 | $0 | - |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 5 | $1,198,011 | $0 | - |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $62,025 | - | - |
| 2021 | 2 | 4 | $1,251,602 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $1,184,936 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $66,666 | - | - |
| 2020 | 2 | 6 | $1,490,536 | $300,770 | $50,128iApproximate average salary by contribution assumption: employee only about $1,253,208 at 4% or $835,472 at 6%; with 50% employer match about $835,472 at 4% or $556,981 at 6%; with 100% employer match about $626,604 at 4% or $417,736 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 6 | $1,430,660 | $300,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $59,876 | $770 | $385iApproximate average salary by contribution assumption: employee only about $9,625 at 4% or $6,417 at 6%; with 50% employer match about $6,417 at 4% or $4,278 at 6%; with 100% employer match about $4,813 at 4% or $3,208 at 6%. |
| 2019 | 2 | 6 | $1,170,613 | $910 | $152iApproximate average salary by contribution assumption: employee only about $3,792 at 4% or $2,528 at 6%; with 50% employer match about $2,528 at 4% or $1,685 at 6%; with 100% employer match about $1,896 at 4% or $1,264 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 6 | $1,113,977 | $0 | - |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $56,636 | $910 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| 2018 | 2 | 7 | $1,145,150 | $910 | $130iApproximate average salary by contribution assumption: employee only about $3,250 at 4% or $2,167 at 6%; with 50% employer match about $2,167 at 4% or $1,444 at 6%; with 100% employer match about $1,625 at 4% or $1,083 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 7 | $1,095,886 | $0 | - |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $49,264 | $910 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| 2017 | 2 | 4 | $1,130,557 | $910 | $228iApproximate average salary by contribution assumption: employee only about $5,688 at 4% or $3,792 at 6%; with 50% employer match about $3,792 at 4% or $2,528 at 6%; with 100% employer match about $2,844 at 4% or $1,896 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $1,080,281 | $0 | - |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $50,276 | $910 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| 2016 | 2 | 4 | $1,112,379 | $160,928 | $40,232iApproximate average salary by contribution assumption: employee only about $1,005,800 at 4% or $670,533 at 6%; with 50% employer match about $670,533 at 4% or $447,022 at 6%; with 100% employer match about $502,900 at 4% or $335,267 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $1,066,766 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $45,613 | $928 | $464iApproximate average salary by contribution assumption: employee only about $11,600 at 4% or $7,733 at 6%; with 50% employer match about $7,733 at 4% or $5,156 at 6%; with 100% employer match about $5,800 at 4% or $3,867 at 6%. |
| 2015 | 2 | 5 | $950,469 | $145,910 | $29,182iApproximate average salary by contribution assumption: employee only about $729,550 at 4% or $486,367 at 6%; with 50% employer match about $486,367 at 4% or $324,244 at 6%; with 100% employer match about $364,775 at 4% or $243,183 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 5 | $908,208 | $145,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $42,261 | $910 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| 2014 | 2 | 5 | $791,042 | $910 | $182iApproximate average salary by contribution assumption: employee only about $4,550 at 4% or $3,033 at 6%; with 50% employer match about $3,033 at 4% or $2,022 at 6%; with 100% employer match about $2,275 at 4% or $1,517 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 5 | $749,729 | $0 | - |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $41,313 | $910 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| 2013 | 2 | 6 | $775,898 | $910 | $152iApproximate average salary by contribution assumption: employee only about $3,792 at 4% or $2,528 at 6%; with 50% employer match about $2,528 at 4% or $1,685 at 6%; with 100% employer match about $1,896 at 4% or $1,264 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 6 | $737,744 | $0 | - |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $38,154 | $910 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| 2012 | 2 | 7 | $990,277 | $200,927 | $28,704iApproximate average salary by contribution assumption: employee only about $717,596 at 4% or $478,398 at 6%; with 50% employer match about $478,398 at 4% or $318,932 at 6%; with 100% employer match about $358,798 at 4% or $239,199 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 7 | $956,419 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $33,858 | $927 | $464iApproximate average salary by contribution assumption: employee only about $11,588 at 4% or $7,725 at 6%; with 50% employer match about $7,725 at 4% or $5,150 at 6%; with 100% employer match about $5,794 at 4% or $3,863 at 6%. |
| 2011 | 2 | 7 | $772,332 | $562,626 | $80,375iApproximate average salary by contribution assumption: employee only about $2,009,379 at 4% or $1,339,586 at 6%; with 50% employer match about $1,339,586 at 4% or $893,057 at 6%; with 100% employer match about $1,004,689 at 4% or $669,793 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 7 | $741,347 | $561,733 | $80,248iApproximate average salary by contribution assumption: employee only about $2,006,189 at 4% or $1,337,460 at 6%; with 50% employer match about $1,337,460 at 4% or $891,640 at 6%; with 100% employer match about $1,003,095 at 4% or $668,730 at 6%. |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $30,985 | $893 | $447iApproximate average salary by contribution assumption: employee only about $11,163 at 4% or $7,442 at 6%; with 50% employer match about $7,442 at 4% or $4,961 at 6%; with 100% employer match about $5,581 at 4% or $3,721 at 6%. |
| 2010 | 2 | 7 | $203,363 | $29,852 | $4,265iApproximate average salary by contribution assumption: employee only about $106,614 at 4% or $71,076 at 6%; with 50% employer match about $71,076 at 4% or $47,384 at 6%; with 100% employer match about $53,307 at 4% or $35,538 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 7 | $174,259 | $28,942 | $4,135iApproximate average salary by contribution assumption: employee only about $103,364 at 4% or $68,910 at 6%; with 50% employer match about $68,910 at 4% or $45,940 at 6%; with 100% employer match about $51,682 at 4% or $34,455 at 6%. |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $29,104 | $910 | $455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%. |
| 2009 | 2 | 4 | $167,334 | $22,618 | $5,655iApproximate average salary by contribution assumption: employee only about $141,363 at 4% or $94,242 at 6%; with 50% employer match about $94,242 at 4% or $62,828 at 6%; with 100% employer match about $70,681 at 4% or $47,121 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $140,648 | $18,746 | $4,687iApproximate average salary by contribution assumption: employee only about $117,163 at 4% or $78,108 at 6%; with 50% employer match about $78,108 at 4% or $52,072 at 6%; with 100% employer match about $58,581 at 4% or $39,054 at 6%. |
| Alcose Credit Union 401(K) Plan and Trust | - | 2 | $26,686 | $3,872 | $1,936iApproximate average salary by contribution assumption: employee only about $48,400 at 4% or $32,267 at 6%; with 50% employer match about $32,267 at 4% or $21,511 at 6%; with 100% employer match about $24,200 at 4% or $16,133 at 6%. |
| 2008 | 1 | 4 | $117,646 | $19,557 | $4,889iApproximate average salary by contribution assumption: employee only about $122,231 at 4% or $81,488 at 6%; with 50% employer match about $81,488 at 4% or $54,325 at 6%; with 100% employer match about $61,116 at 4% or $40,744 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $117,646 | $19,557 | $4,889iApproximate average salary by contribution assumption: employee only about $122,231 at 4% or $81,488 at 6%; with 50% employer match about $81,488 at 4% or $54,325 at 6%; with 100% employer match about $61,116 at 4% or $40,744 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $73,623 | $17,264 | $4,316iApproximate average salary by contribution assumption: employee only about $107,900 at 4% or $71,933 at 6%; with 50% employer match about $71,933 at 4% or $47,956 at 6%; with 100% employer match about $53,950 at 4% or $35,967 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $73,623 | $17,264 | $4,316iApproximate average salary by contribution assumption: employee only about $107,900 at 4% or $71,933 at 6%; with 50% employer match about $71,933 at 4% or $47,956 at 6%; with 100% employer match about $53,950 at 4% or $35,967 at 6%. |
| 2005 | 1 | 5 | $54,266 | $10,424 | $2,085iApproximate average salary by contribution assumption: employee only about $52,120 at 4% or $34,747 at 6%; with 50% employer match about $34,747 at 4% or $23,164 at 6%; with 100% employer match about $26,060 at 4% or $17,373 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 5 | $54,266 | $10,424 | $2,085iApproximate average salary by contribution assumption: employee only about $52,120 at 4% or $34,747 at 6%; with 50% employer match about $34,747 at 4% or $23,164 at 6%; with 100% employer match about $26,060 at 4% or $17,373 at 6%. |
| 2004 | 1 | 5 | $42,285 | $16,480 | $3,296iApproximate average salary by contribution assumption: employee only about $82,400 at 4% or $54,933 at 6%; with 50% employer match about $54,933 at 4% or $36,622 at 6%; with 100% employer match about $41,200 at 4% or $27,467 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 5 | $42,285 | $16,480 | $3,296iApproximate average salary by contribution assumption: employee only about $82,400 at 4% or $54,933 at 6%; with 50% employer match about $54,933 at 4% or $36,622 at 6%; with 100% employer match about $41,200 at 4% or $27,467 at 6%. |
| 2003 | 1 | 3 | $24,650 | $9,156 | $3,052iApproximate average salary by contribution assumption: employee only about $76,300 at 4% or $50,867 at 6%; with 50% employer match about $50,867 at 4% or $33,911 at 6%; with 100% employer match about $38,150 at 4% or $25,433 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 3 | $24,650 | $9,156 | $3,052iApproximate average salary by contribution assumption: employee only about $76,300 at 4% or $50,867 at 6%; with 50% employer match about $50,867 at 4% or $33,911 at 6%; with 100% employer match about $38,150 at 4% or $25,433 at 6%. |
| 2002 | 1 | 3 | $88,750 | $15,224 | $5,075iApproximate average salary by contribution assumption: employee only about $126,867 at 4% or $84,578 at 6%; with 50% employer match about $84,578 at 4% or $56,385 at 6%; with 100% employer match about $63,433 at 4% or $42,289 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 3 | $88,750 | $15,224 | $5,075iApproximate average salary by contribution assumption: employee only about $126,867 at 4% or $84,578 at 6%; with 50% employer match about $84,578 at 4% or $56,385 at 6%; with 100% employer match about $63,433 at 4% or $42,289 at 6%. |
| 2001 | 1 | 4 | $279,467 | $14,136 | $3,534iApproximate average salary by contribution assumption: employee only about $88,350 at 4% or $58,900 at 6%; with 50% employer match about $58,900 at 4% or $39,267 at 6%; with 100% employer match about $44,175 at 4% or $29,450 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $279,467 | $14,136 | $3,534iApproximate average salary by contribution assumption: employee only about $88,350 at 4% or $58,900 at 6%; with 50% employer match about $58,900 at 4% or $39,267 at 6%; with 100% employer match about $44,175 at 4% or $29,450 at 6%. |
| 2000 | 1 | 4 | $252,008 | $13,026 | $3,257iApproximate average salary by contribution assumption: employee only about $81,413 at 4% or $54,275 at 6%; with 50% employer match about $54,275 at 4% or $36,183 at 6%; with 100% employer match about $40,706 at 4% or $27,138 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $252,008 | $13,026 | $3,257iApproximate average salary by contribution assumption: employee only about $81,413 at 4% or $54,275 at 6%; with 50% employer match about $54,275 at 4% or $36,183 at 6%; with 100% employer match about $40,706 at 4% or $27,138 at 6%. |
| 1999 | 1 | 4 | $226,267 | $10,938 | $2,735iApproximate average salary by contribution assumption: employee only about $68,363 at 4% or $45,575 at 6%; with 50% employer match about $45,575 at 4% or $30,383 at 6%; with 100% employer match about $34,181 at 4% or $22,788 at 6%. |
| Alcose Credit Union Defined Benefit Plan and Trust | - | 4 | $226,267 | $10,938 | $2,735iApproximate average salary by contribution assumption: employee only about $68,363 at 4% or $45,575 at 6%; with 50% employer match about $45,575 at 4% or $30,383 at 6%; with 100% employer match about $34,181 at 4% or $22,788 at 6%. |