Local 697 Federal Credit Union
Plan context: Local 697 Federal Credit Union Capital Accumulation Plan
EIN 35-1058817 • Merrillville, IN • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,093,744
2024 Contributions
$50,125
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 | 5 | $1,093,744 | $50,125 | $10,025iApproximate average salary by contribution assumption: employee only about $250,625 at 4% or $167,083 at 6%; with 50% employer match about $167,083 at 4% or $111,389 at 6%; with 100% employer match about $125,313 at 4% or $83,542 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $1,093,744 | $50,125 | $10,025iApproximate average salary by contribution assumption: employee only about $250,625 at 4% or $167,083 at 6%; with 50% employer match about $167,083 at 4% or $111,389 at 6%; with 100% employer match about $125,313 at 4% or $83,542 at 6%. |
| 2023 | 1 | 5 | $913,386 | $50,426 | $10,085iApproximate average salary by contribution assumption: employee only about $252,130 at 4% or $168,087 at 6%; with 50% employer match about $168,087 at 4% or $112,058 at 6%; with 100% employer match about $126,065 at 4% or $84,043 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $913,386 | $50,426 | $10,085iApproximate average salary by contribution assumption: employee only about $252,130 at 4% or $168,087 at 6%; with 50% employer match about $168,087 at 4% or $112,058 at 6%; with 100% employer match about $126,065 at 4% or $84,043 at 6%. |
| 2022 | 1 | 4 | $726,941 | $50,303 | $12,576iApproximate average salary by contribution assumption: employee only about $314,394 at 4% or $209,596 at 6%; with 50% employer match about $209,596 at 4% or $139,731 at 6%; with 100% employer match about $157,197 at 4% or $104,798 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 4 | $726,941 | $50,303 | $12,576iApproximate average salary by contribution assumption: employee only about $314,394 at 4% or $209,596 at 6%; with 50% employer match about $209,596 at 4% or $139,731 at 6%; with 100% employer match about $157,197 at 4% or $104,798 at 6%. |
| 2021 | 1 | 4 | $830,925 | $48,817 | $12,204iApproximate average salary by contribution assumption: employee only about $305,106 at 4% or $203,404 at 6%; with 50% employer match about $203,404 at 4% or $135,603 at 6%; with 100% employer match about $152,553 at 4% or $101,702 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 4 | $830,925 | $48,817 | $12,204iApproximate average salary by contribution assumption: employee only about $305,106 at 4% or $203,404 at 6%; with 50% employer match about $203,404 at 4% or $135,603 at 6%; with 100% employer match about $152,553 at 4% or $101,702 at 6%. |
| 2020 | 1 | 4 | $679,194 | $46,958 | $11,740iApproximate average salary by contribution assumption: employee only about $293,488 at 4% or $195,658 at 6%; with 50% employer match about $195,658 at 4% or $130,439 at 6%; with 100% employer match about $146,744 at 4% or $97,829 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 4 | $679,194 | $46,958 | $11,740iApproximate average salary by contribution assumption: employee only about $293,488 at 4% or $195,658 at 6%; with 50% employer match about $195,658 at 4% or $130,439 at 6%; with 100% employer match about $146,744 at 4% or $97,829 at 6%. |
| 2019 | 1 | 4 | $538,839 | $47,253 | $11,813iApproximate average salary by contribution assumption: employee only about $295,331 at 4% or $196,888 at 6%; with 50% employer match about $196,888 at 4% or $131,258 at 6%; with 100% employer match about $147,666 at 4% or $98,444 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 4 | $538,839 | $47,253 | $11,813iApproximate average salary by contribution assumption: employee only about $295,331 at 4% or $196,888 at 6%; with 50% employer match about $196,888 at 4% or $131,258 at 6%; with 100% employer match about $147,666 at 4% or $98,444 at 6%. |
| 2018 | 1 | 4 | $628,233 | $46,078 | $11,520iApproximate average salary by contribution assumption: employee only about $287,988 at 4% or $191,992 at 6%; with 50% employer match about $191,992 at 4% or $127,994 at 6%; with 100% employer match about $143,994 at 4% or $95,996 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 4 | $628,233 | $46,078 | $11,520iApproximate average salary by contribution assumption: employee only about $287,988 at 4% or $191,992 at 6%; with 50% employer match about $191,992 at 4% or $127,994 at 6%; with 100% employer match about $143,994 at 4% or $95,996 at 6%. |
| 2017 | 1 | 4 | $626,614 | $43,536 | $10,884iApproximate average salary by contribution assumption: employee only about $272,100 at 4% or $181,400 at 6%; with 50% employer match about $181,400 at 4% or $120,933 at 6%; with 100% employer match about $136,050 at 4% or $90,700 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 4 | $626,614 | $43,536 | $10,884iApproximate average salary by contribution assumption: employee only about $272,100 at 4% or $181,400 at 6%; with 50% employer match about $181,400 at 4% or $120,933 at 6%; with 100% employer match about $136,050 at 4% or $90,700 at 6%. |
| 2016 | 1 | 5 | $1,039,020 | $43,093 | $8,619iApproximate average salary by contribution assumption: employee only about $215,465 at 4% or $143,643 at 6%; with 50% employer match about $143,643 at 4% or $95,762 at 6%; with 100% employer match about $107,733 at 4% or $71,822 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $1,039,020 | $43,093 | $8,619iApproximate average salary by contribution assumption: employee only about $215,465 at 4% or $143,643 at 6%; with 50% employer match about $143,643 at 4% or $95,762 at 6%; with 100% employer match about $107,733 at 4% or $71,822 at 6%. |
| 2015 | 1 | 6 | $1,017,509 | $43,894 | $7,316iApproximate average salary by contribution assumption: employee only about $182,892 at 4% or $121,928 at 6%; with 50% employer match about $121,928 at 4% or $81,285 at 6%; with 100% employer match about $91,446 at 4% or $60,964 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 6 | $1,017,509 | $43,894 | $7,316iApproximate average salary by contribution assumption: employee only about $182,892 at 4% or $121,928 at 6%; with 50% employer match about $121,928 at 4% or $81,285 at 6%; with 100% employer match about $91,446 at 4% or $60,964 at 6%. |
| 2014 | 1 | 5 | $1,014,862 | $42,717 | $8,543iApproximate average salary by contribution assumption: employee only about $213,585 at 4% or $142,390 at 6%; with 50% employer match about $142,390 at 4% or $94,927 at 6%; with 100% employer match about $106,793 at 4% or $71,195 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $1,014,862 | $42,717 | $8,543iApproximate average salary by contribution assumption: employee only about $213,585 at 4% or $142,390 at 6%; with 50% employer match about $142,390 at 4% or $94,927 at 6%; with 100% employer match about $106,793 at 4% or $71,195 at 6%. |
| 2013 | 1 | 6 | $978,801 | $41,707 | $6,951iApproximate average salary by contribution assumption: employee only about $173,779 at 4% or $115,853 at 6%; with 50% employer match about $115,853 at 4% or $77,235 at 6%; with 100% employer match about $86,890 at 4% or $57,926 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 6 | $978,801 | $41,707 | $6,951iApproximate average salary by contribution assumption: employee only about $173,779 at 4% or $115,853 at 6%; with 50% employer match about $115,853 at 4% or $77,235 at 6%; with 100% employer match about $86,890 at 4% or $57,926 at 6%. |
| 2012 | 1 | 6 | $917,552 | $42,990 | $7,165iApproximate average salary by contribution assumption: employee only about $179,125 at 4% or $119,417 at 6%; with 50% employer match about $119,417 at 4% or $79,611 at 6%; with 100% employer match about $89,563 at 4% or $59,708 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 6 | $917,552 | $42,990 | $7,165iApproximate average salary by contribution assumption: employee only about $179,125 at 4% or $119,417 at 6%; with 50% employer match about $119,417 at 4% or $79,611 at 6%; with 100% employer match about $89,563 at 4% or $59,708 at 6%. |
| 2011 | 1 | 5 | $843,439 | $39,361 | $7,872iApproximate average salary by contribution assumption: employee only about $196,805 at 4% or $131,203 at 6%; with 50% employer match about $131,203 at 4% or $87,469 at 6%; with 100% employer match about $98,403 at 4% or $65,602 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $843,439 | $39,361 | $7,872iApproximate average salary by contribution assumption: employee only about $196,805 at 4% or $131,203 at 6%; with 50% employer match about $131,203 at 4% or $87,469 at 6%; with 100% employer match about $98,403 at 4% or $65,602 at 6%. |
| 2010 | 1 | 5 | $826,469 | $36,972 | $7,394iApproximate average salary by contribution assumption: employee only about $184,860 at 4% or $123,240 at 6%; with 50% employer match about $123,240 at 4% or $82,160 at 6%; with 100% employer match about $92,430 at 4% or $61,620 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $826,469 | $36,972 | $7,394iApproximate average salary by contribution assumption: employee only about $184,860 at 4% or $123,240 at 6%; with 50% employer match about $123,240 at 4% or $82,160 at 6%; with 100% employer match about $92,430 at 4% or $61,620 at 6%. |
| 2009 | 1 | 5 | $831,734 | $47,332 | $9,466iApproximate average salary by contribution assumption: employee only about $236,660 at 4% or $157,773 at 6%; with 50% employer match about $157,773 at 4% or $105,182 at 6%; with 100% employer match about $118,330 at 4% or $78,887 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $831,734 | $47,332 | $9,466iApproximate average salary by contribution assumption: employee only about $236,660 at 4% or $157,773 at 6%; with 50% employer match about $157,773 at 4% or $105,182 at 6%; with 100% employer match about $118,330 at 4% or $78,887 at 6%. |
| 2008 | 1 | 5 | $677,736 | $43,540 | $8,708iApproximate average salary by contribution assumption: employee only about $217,700 at 4% or $145,133 at 6%; with 50% employer match about $145,133 at 4% or $96,756 at 6%; with 100% employer match about $108,850 at 4% or $72,567 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $677,736 | $43,540 | $8,708iApproximate average salary by contribution assumption: employee only about $217,700 at 4% or $145,133 at 6%; with 50% employer match about $145,133 at 4% or $96,756 at 6%; with 100% employer match about $108,850 at 4% or $72,567 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $707,537 | $39,291 | $7,858iApproximate average salary by contribution assumption: employee only about $196,455 at 4% or $130,970 at 6%; with 50% employer match about $130,970 at 4% or $87,313 at 6%; with 100% employer match about $98,228 at 4% or $65,485 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $707,537 | $39,291 | $7,858iApproximate average salary by contribution assumption: employee only about $196,455 at 4% or $130,970 at 6%; with 50% employer match about $130,970 at 4% or $87,313 at 6%; with 100% employer match about $98,228 at 4% or $65,485 at 6%. |
| 2005 | 1 | 5 | $691,234 | $39,016 | $7,803iApproximate average salary by contribution assumption: employee only about $195,080 at 4% or $130,053 at 6%; with 50% employer match about $130,053 at 4% or $86,702 at 6%; with 100% employer match about $97,540 at 4% or $65,027 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $691,234 | $39,016 | $7,803iApproximate average salary by contribution assumption: employee only about $195,080 at 4% or $130,053 at 6%; with 50% employer match about $130,053 at 4% or $86,702 at 6%; with 100% employer match about $97,540 at 4% or $65,027 at 6%. |
| 2004 | 1 | 5 | $625,546 | $36,635 | $7,327iApproximate average salary by contribution assumption: employee only about $183,175 at 4% or $122,117 at 6%; with 50% employer match about $122,117 at 4% or $81,411 at 6%; with 100% employer match about $91,588 at 4% or $61,058 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $625,546 | $36,635 | $7,327iApproximate average salary by contribution assumption: employee only about $183,175 at 4% or $122,117 at 6%; with 50% employer match about $122,117 at 4% or $81,411 at 6%; with 100% employer match about $91,588 at 4% or $61,058 at 6%. |
| 2003 | 1 | 5 | $542,523 | $35,569 | $7,114iApproximate average salary by contribution assumption: employee only about $177,845 at 4% or $118,563 at 6%; with 50% employer match about $118,563 at 4% or $79,042 at 6%; with 100% employer match about $88,923 at 4% or $59,282 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $542,523 | $35,569 | $7,114iApproximate average salary by contribution assumption: employee only about $177,845 at 4% or $118,563 at 6%; with 50% employer match about $118,563 at 4% or $79,042 at 6%; with 100% employer match about $88,923 at 4% or $59,282 at 6%. |
| 2002 | 1 | 5 | $467,904 | $32,670 | $6,534iApproximate average salary by contribution assumption: employee only about $163,350 at 4% or $108,900 at 6%; with 50% employer match about $108,900 at 4% or $72,600 at 6%; with 100% employer match about $81,675 at 4% or $54,450 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $467,904 | $32,670 | $6,534iApproximate average salary by contribution assumption: employee only about $163,350 at 4% or $108,900 at 6%; with 50% employer match about $108,900 at 4% or $72,600 at 6%; with 100% employer match about $81,675 at 4% or $54,450 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $400,505 | $29,193 | $4,866iApproximate average salary by contribution assumption: employee only about $121,638 at 4% or $81,092 at 6%; with 50% employer match about $81,092 at 4% or $54,061 at 6%; with 100% employer match about $60,819 at 4% or $40,546 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 6 | $400,505 | $29,193 | $4,866iApproximate average salary by contribution assumption: employee only about $121,638 at 4% or $81,092 at 6%; with 50% employer match about $81,092 at 4% or $54,061 at 6%; with 100% employer match about $60,819 at 4% or $40,546 at 6%. |
| 1999 | 1 | 5 | $363,083 | $27,937 | $5,587iApproximate average salary by contribution assumption: employee only about $139,685 at 4% or $93,123 at 6%; with 50% employer match about $93,123 at 4% or $62,082 at 6%; with 100% employer match about $69,843 at 4% or $46,562 at 6%. |
| Local 697 Federal Credit Union Capital Accumulation Plan | - | 5 | $363,083 | $27,937 | $5,587iApproximate average salary by contribution assumption: employee only about $139,685 at 4% or $93,123 at 6%; with 50% employer match about $93,123 at 4% or $62,082 at 6%; with 100% employer match about $69,843 at 4% or $46,562 at 6%. |