Civic Intelligence

Partnership Financial Credit Union

Plan context: Partnership Financial Credit Union 401(K) Profit Sharing Plan

EIN 36-6070077 • Morton Grove, IL • 11 filings • 1 plans

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5940 Lincoln AveMorton Grove, IL 60053
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$6,785,720

2024 Contributions

$278,779

Historical Graphs

Total Assets Over Time

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

$6,785,720$3,392,860$0201420192024YearValue
$6,785,720Latest year 2024

Participants Over Time

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

50250201420192024YearValue
48Latest 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
2024148$6,785,720$278,779$5,808iApproximate average salary by contribution assumption: employee only about $145,197 at 4% or $96,798 at 6%; with 50% employer match about $96,798 at 4% or $64,532 at 6%; with 100% employer match about $72,599 at 4% or $48,399 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-48$6,785,720$278,779$5,808iApproximate average salary by contribution assumption: employee only about $145,197 at 4% or $96,798 at 6%; with 50% employer match about $96,798 at 4% or $64,532 at 6%; with 100% employer match about $72,599 at 4% or $48,399 at 6%.
2023148$5,866,636$247,396$5,154iApproximate average salary by contribution assumption: employee only about $128,852 at 4% or $85,901 at 6%; with 50% employer match about $85,901 at 4% or $57,268 at 6%; with 100% employer match about $64,426 at 4% or $42,951 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-48$5,866,636$247,396$5,154iApproximate average salary by contribution assumption: employee only about $128,852 at 4% or $85,901 at 6%; with 50% employer match about $85,901 at 4% or $57,268 at 6%; with 100% employer match about $64,426 at 4% or $42,951 at 6%.
2022149$4,818,344$302,888$6,181iApproximate average salary by contribution assumption: employee only about $154,535 at 4% or $103,023 at 6%; with 50% employer match about $103,023 at 4% or $68,682 at 6%; with 100% employer match about $77,267 at 4% or $51,512 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-49$4,818,344$302,888$6,181iApproximate average salary by contribution assumption: employee only about $154,535 at 4% or $103,023 at 6%; with 50% employer match about $103,023 at 4% or $68,682 at 6%; with 100% employer match about $77,267 at 4% or $51,512 at 6%.
2021150$5,735,528$591,982$11,840iApproximate average salary by contribution assumption: employee only about $295,991 at 4% or $197,327 at 6%; with 50% employer match about $197,327 at 4% or $131,552 at 6%; with 100% employer match about $147,996 at 4% or $98,664 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-50$5,735,528$591,982$11,840iApproximate average salary by contribution assumption: employee only about $295,991 at 4% or $197,327 at 6%; with 50% employer match about $197,327 at 4% or $131,552 at 6%; with 100% employer match about $147,996 at 4% or $98,664 at 6%.
2020139$4,996,008$195,217$5,006iApproximate average salary by contribution assumption: employee only about $125,139 at 4% or $83,426 at 6%; with 50% employer match about $83,426 at 4% or $55,617 at 6%; with 100% employer match about $62,570 at 4% or $41,713 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-39$4,996,008$195,217$5,006iApproximate average salary by contribution assumption: employee only about $125,139 at 4% or $83,426 at 6%; with 50% employer match about $83,426 at 4% or $55,617 at 6%; with 100% employer match about $62,570 at 4% or $41,713 at 6%.
2019131$4,032,987$187,795$6,058iApproximate average salary by contribution assumption: employee only about $151,448 at 4% or $100,965 at 6%; with 50% employer match about $100,965 at 4% or $67,310 at 6%; with 100% employer match about $75,724 at 4% or $50,483 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-31$4,032,987$187,795$6,058iApproximate average salary by contribution assumption: employee only about $151,448 at 4% or $100,965 at 6%; with 50% employer match about $100,965 at 4% or $67,310 at 6%; with 100% employer match about $75,724 at 4% or $50,483 at 6%.
2018131$3,257,525$329,673$10,635iApproximate average salary by contribution assumption: employee only about $265,865 at 4% or $177,244 at 6%; with 50% employer match about $177,244 at 4% or $118,162 at 6%; with 100% employer match about $132,933 at 4% or $88,622 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-31$3,257,525$329,673$10,635iApproximate average salary by contribution assumption: employee only about $265,865 at 4% or $177,244 at 6%; with 50% employer match about $177,244 at 4% or $118,162 at 6%; with 100% employer match about $132,933 at 4% or $88,622 at 6%.
2017131$3,252,427$271,591$8,761iApproximate average salary by contribution assumption: employee only about $219,025 at 4% or $146,017 at 6%; with 50% employer match about $146,017 at 4% or $97,344 at 6%; with 100% employer match about $109,513 at 4% or $73,008 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-31$3,252,427$271,591$8,761iApproximate average salary by contribution assumption: employee only about $219,025 at 4% or $146,017 at 6%; with 50% employer match about $146,017 at 4% or $97,344 at 6%; with 100% employer match about $109,513 at 4% or $73,008 at 6%.
2016129$2,534,255$177,587$6,124iApproximate average salary by contribution assumption: employee only about $153,092 at 4% or $102,061 at 6%; with 50% employer match about $102,061 at 4% or $68,041 at 6%; with 100% employer match about $76,546 at 4% or $51,031 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-29$2,534,255$177,587$6,124iApproximate average salary by contribution assumption: employee only about $153,092 at 4% or $102,061 at 6%; with 50% employer match about $102,061 at 4% or $68,041 at 6%; with 100% employer match about $76,546 at 4% or $51,031 at 6%.
2015127$2,594,724$217,272$8,047iApproximate average salary by contribution assumption: employee only about $201,178 at 4% or $134,119 at 6%; with 50% employer match about $134,119 at 4% or $89,412 at 6%; with 100% employer match about $100,589 at 4% or $67,059 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-27$2,594,724$217,272$8,047iApproximate average salary by contribution assumption: employee only about $201,178 at 4% or $134,119 at 6%; with 50% employer match about $134,119 at 4% or $89,412 at 6%; with 100% employer match about $100,589 at 4% or $67,059 at 6%.
2014127$2,537,687$520,872$19,292iApproximate average salary by contribution assumption: employee only about $482,289 at 4% or $321,526 at 6%; with 50% employer match about $321,526 at 4% or $214,351 at 6%; with 100% employer match about $241,144 at 4% or $160,763 at 6%.
Partnership Financial Credit Union 401(K) Profit Sharing Plan-27$2,537,687$520,872$19,292iApproximate average salary by contribution assumption: employee only about $482,289 at 4% or $321,526 at 6%; with 50% employer match about $321,526 at 4% or $214,351 at 6%; with 100% employer match about $241,144 at 4% or $160,763 at 6%.