Tba Credit Union
Plan context: Tba Credit Union Employees Retirement Plan
EIN 38-1602298 • Traverse City, MI • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
96
2024 Assets
$6,778,321
2024 Contributions
$742,440
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 | 96 | $6,778,321 | $742,440 | $7,734iApproximate average salary by contribution assumption: employee only about $193,344 at 4% or $128,896 at 6%; with 50% employer match about $128,896 at 4% or $85,931 at 6%; with 100% employer match about $96,672 at 4% or $64,448 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 96 | $6,778,321 | $742,440 | $7,734iApproximate average salary by contribution assumption: employee only about $193,344 at 4% or $128,896 at 6%; with 50% employer match about $128,896 at 4% or $85,931 at 6%; with 100% employer match about $96,672 at 4% or $64,448 at 6%. |
| 2023 | 1 | 86 | $5,634,146 | $645,521 | $7,506iApproximate average salary by contribution assumption: employee only about $187,651 at 4% or $125,101 at 6%; with 50% employer match about $125,101 at 4% or $83,401 at 6%; with 100% employer match about $93,826 at 4% or $62,550 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 86 | $5,634,146 | $645,521 | $7,506iApproximate average salary by contribution assumption: employee only about $187,651 at 4% or $125,101 at 6%; with 50% employer match about $125,101 at 4% or $83,401 at 6%; with 100% employer match about $93,826 at 4% or $62,550 at 6%. |
| 2022 | 1 | 75 | $4,381,281 | $587,039 | $7,827iApproximate average salary by contribution assumption: employee only about $195,680 at 4% or $130,453 at 6%; with 50% employer match about $130,453 at 4% or $86,969 at 6%; with 100% employer match about $97,840 at 4% or $65,227 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 75 | $4,381,281 | $587,039 | $7,827iApproximate average salary by contribution assumption: employee only about $195,680 at 4% or $130,453 at 6%; with 50% employer match about $130,453 at 4% or $86,969 at 6%; with 100% employer match about $97,840 at 4% or $65,227 at 6%. |
| 2021 | 1 | 70 | $4,827,933 | $523,053 | $7,472iApproximate average salary by contribution assumption: employee only about $186,805 at 4% or $124,536 at 6%; with 50% employer match about $124,536 at 4% or $83,024 at 6%; with 100% employer match about $93,402 at 4% or $62,268 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 70 | $4,827,933 | $523,053 | $7,472iApproximate average salary by contribution assumption: employee only about $186,805 at 4% or $124,536 at 6%; with 50% employer match about $124,536 at 4% or $83,024 at 6%; with 100% employer match about $93,402 at 4% or $62,268 at 6%. |
| 2020 | 1 | 68 | $3,827,262 | $660,870 | $9,719iApproximate average salary by contribution assumption: employee only about $242,967 at 4% or $161,978 at 6%; with 50% employer match about $161,978 at 4% or $107,985 at 6%; with 100% employer match about $121,483 at 4% or $80,989 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 68 | $3,827,262 | $660,870 | $9,719iApproximate average salary by contribution assumption: employee only about $242,967 at 4% or $161,978 at 6%; with 50% employer match about $161,978 at 4% or $107,985 at 6%; with 100% employer match about $121,483 at 4% or $80,989 at 6%. |
| 2019 | 1 | 65 | $2,872,243 | $415,861 | $6,398iApproximate average salary by contribution assumption: employee only about $159,947 at 4% or $106,631 at 6%; with 50% employer match about $106,631 at 4% or $71,087 at 6%; with 100% employer match about $79,973 at 4% or $53,316 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 65 | $2,872,243 | $415,861 | $6,398iApproximate average salary by contribution assumption: employee only about $159,947 at 4% or $106,631 at 6%; with 50% employer match about $106,631 at 4% or $71,087 at 6%; with 100% employer match about $79,973 at 4% or $53,316 at 6%. |
| 2018 | 1 | 59 | $2,679,943 | $389,748 | $6,606iApproximate average salary by contribution assumption: employee only about $165,147 at 4% or $110,098 at 6%; with 50% employer match about $110,098 at 4% or $73,399 at 6%; with 100% employer match about $82,574 at 4% or $55,049 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 59 | $2,679,943 | $389,748 | $6,606iApproximate average salary by contribution assumption: employee only about $165,147 at 4% or $110,098 at 6%; with 50% employer match about $110,098 at 4% or $73,399 at 6%; with 100% employer match about $82,574 at 4% or $55,049 at 6%. |
| 2017 | 1 | 50 | $2,645,888 | $245,915 | $4,918iApproximate average salary by contribution assumption: employee only about $122,958 at 4% or $81,972 at 6%; with 50% employer match about $81,972 at 4% or $54,648 at 6%; with 100% employer match about $61,479 at 4% or $40,986 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 50 | $2,645,888 | $245,915 | $4,918iApproximate average salary by contribution assumption: employee only about $122,958 at 4% or $81,972 at 6%; with 50% employer match about $81,972 at 4% or $54,648 at 6%; with 100% employer match about $61,479 at 4% or $40,986 at 6%. |
| 2016 | 1 | 49 | $2,142,128 | $172,458 | $3,520iApproximate average salary by contribution assumption: employee only about $87,989 at 4% or $58,659 at 6%; with 50% employer match about $58,659 at 4% or $39,106 at 6%; with 100% employer match about $43,994 at 4% or $29,330 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 49 | $2,142,128 | $172,458 | $3,520iApproximate average salary by contribution assumption: employee only about $87,989 at 4% or $58,659 at 6%; with 50% employer match about $58,659 at 4% or $39,106 at 6%; with 100% employer match about $43,994 at 4% or $29,330 at 6%. |
| 2015 | 1 | 39 | $1,860,472 | $157,734 | $4,044iApproximate average salary by contribution assumption: employee only about $101,112 at 4% or $67,408 at 6%; with 50% employer match about $67,408 at 4% or $44,938 at 6%; with 100% employer match about $50,556 at 4% or $33,704 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 39 | $1,860,472 | $157,734 | $4,044iApproximate average salary by contribution assumption: employee only about $101,112 at 4% or $67,408 at 6%; with 50% employer match about $67,408 at 4% or $44,938 at 6%; with 100% employer match about $50,556 at 4% or $33,704 at 6%. |
| 2014 | 1 | 41 | $1,779,374 | $167,077 | $4,075iApproximate average salary by contribution assumption: employee only about $101,876 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,959 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 41 | $1,779,374 | $167,077 | $4,075iApproximate average salary by contribution assumption: employee only about $101,876 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,959 at 6%. |
| 2013 | 1 | 36 | $1,594,588 | $23,009 | $639iApproximate average salary by contribution assumption: employee only about $15,978 at 4% or $10,652 at 6%; with 50% employer match about $10,652 at 4% or $7,102 at 6%; with 100% employer match about $7,989 at 4% or $5,326 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 36 | $1,594,588 | $23,009 | $639iApproximate average salary by contribution assumption: employee only about $15,978 at 4% or $10,652 at 6%; with 50% employer match about $10,652 at 4% or $7,102 at 6%; with 100% employer match about $7,989 at 4% or $5,326 at 6%. |
| 2012 | 1 | 28 | $1,912,599 | $161,224 | $5,758iApproximate average salary by contribution assumption: employee only about $143,950 at 4% or $95,967 at 6%; with 50% employer match about $95,967 at 4% or $63,978 at 6%; with 100% employer match about $71,975 at 4% or $47,983 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 28 | $1,912,599 | $161,224 | $5,758iApproximate average salary by contribution assumption: employee only about $143,950 at 4% or $95,967 at 6%; with 50% employer match about $95,967 at 4% or $63,978 at 6%; with 100% employer match about $71,975 at 4% or $47,983 at 6%. |
| 2011 | 1 | 25 | $1,630,851 | $179,788 | $7,192iApproximate average salary by contribution assumption: employee only about $179,788 at 4% or $119,859 at 6%; with 50% employer match about $119,859 at 4% or $79,906 at 6%; with 100% employer match about $89,894 at 4% or $59,929 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 25 | $1,630,851 | $179,788 | $7,192iApproximate average salary by contribution assumption: employee only about $179,788 at 4% or $119,859 at 6%; with 50% employer match about $119,859 at 4% or $79,906 at 6%; with 100% employer match about $89,894 at 4% or $59,929 at 6%. |
| 2010 | 1 | 29 | $1,980,600 | $177,367 | $6,116iApproximate average salary by contribution assumption: employee only about $152,903 at 4% or $101,935 at 6%; with 50% employer match about $101,935 at 4% or $67,957 at 6%; with 100% employer match about $76,451 at 4% or $50,968 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 29 | $1,980,600 | $177,367 | $6,116iApproximate average salary by contribution assumption: employee only about $152,903 at 4% or $101,935 at 6%; with 50% employer match about $101,935 at 4% or $67,957 at 6%; with 100% employer match about $76,451 at 4% or $50,968 at 6%. |
| 2009 | 1 | 30 | $1,868,682 | $148,322 | $4,944iApproximate average salary by contribution assumption: employee only about $123,602 at 4% or $82,401 at 6%; with 50% employer match about $82,401 at 4% or $54,934 at 6%; with 100% employer match about $61,801 at 4% or $41,201 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 30 | $1,868,682 | $148,322 | $4,944iApproximate average salary by contribution assumption: employee only about $123,602 at 4% or $82,401 at 6%; with 50% employer match about $82,401 at 4% or $54,934 at 6%; with 100% employer match about $61,801 at 4% or $41,201 at 6%. |
| 2008 | 1 | 30 | $1,725,032 | $186,801 | $6,227iApproximate average salary by contribution assumption: employee only about $155,668 at 4% or $103,778 at 6%; with 50% employer match about $103,778 at 4% or $69,186 at 6%; with 100% employer match about $77,834 at 4% or $51,889 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 30 | $1,725,032 | $186,801 | $6,227iApproximate average salary by contribution assumption: employee only about $155,668 at 4% or $103,778 at 6%; with 50% employer match about $103,778 at 4% or $69,186 at 6%; with 100% employer match about $77,834 at 4% or $51,889 at 6%. |
| 2007 | 1 | 23 | $1,881,933 | $198,532 | $8,632iApproximate average salary by contribution assumption: employee only about $215,796 at 4% or $143,864 at 6%; with 50% employer match about $143,864 at 4% or $95,909 at 6%; with 100% employer match about $107,898 at 4% or $71,932 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 23 | $1,881,933 | $198,532 | $8,632iApproximate average salary by contribution assumption: employee only about $215,796 at 4% or $143,864 at 6%; with 50% employer match about $143,864 at 4% or $95,909 at 6%; with 100% employer match about $107,898 at 4% or $71,932 at 6%. |
| 2006 | 1 | 23 | $1,599,489 | $164,911 | $7,170iApproximate average salary by contribution assumption: employee only about $179,251 at 4% or $119,501 at 6%; with 50% employer match about $119,501 at 4% or $79,667 at 6%; with 100% employer match about $89,626 at 4% or $59,750 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 23 | $1,599,489 | $164,911 | $7,170iApproximate average salary by contribution assumption: employee only about $179,251 at 4% or $119,501 at 6%; with 50% employer match about $119,501 at 4% or $79,667 at 6%; with 100% employer match about $89,626 at 4% or $59,750 at 6%. |
| 2005 | 1 | 23 | $1,317,159 | $139,178 | $6,051iApproximate average salary by contribution assumption: employee only about $151,280 at 4% or $100,854 at 6%; with 50% employer match about $100,854 at 4% or $67,236 at 6%; with 100% employer match about $75,640 at 4% or $50,427 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 23 | $1,317,159 | $139,178 | $6,051iApproximate average salary by contribution assumption: employee only about $151,280 at 4% or $100,854 at 6%; with 50% employer match about $100,854 at 4% or $67,236 at 6%; with 100% employer match about $75,640 at 4% or $50,427 at 6%. |
| 2004 | 1 | 22 | $1,218,774 | $108,091 | $4,913iApproximate average salary by contribution assumption: employee only about $122,831 at 4% or $81,887 at 6%; with 50% employer match about $81,887 at 4% or $54,591 at 6%; with 100% employer match about $61,415 at 4% or $40,944 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 22 | $1,218,774 | $108,091 | $4,913iApproximate average salary by contribution assumption: employee only about $122,831 at 4% or $81,887 at 6%; with 50% employer match about $81,887 at 4% or $54,591 at 6%; with 100% employer match about $61,415 at 4% or $40,944 at 6%. |
| 2003 | 1 | 19 | $1,056,921 | $108,684 | $5,720iApproximate average salary by contribution assumption: employee only about $143,005 at 4% or $95,337 at 6%; with 50% employer match about $95,337 at 4% or $63,558 at 6%; with 100% employer match about $71,503 at 4% or $47,668 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 19 | $1,056,921 | $108,684 | $5,720iApproximate average salary by contribution assumption: employee only about $143,005 at 4% or $95,337 at 6%; with 50% employer match about $95,337 at 4% or $63,558 at 6%; with 100% employer match about $71,503 at 4% or $47,668 at 6%. |
| 2002 | 1 | 18 | $2,032,794 | $126,410 | $7,023iApproximate average salary by contribution assumption: employee only about $175,569 at 4% or $117,046 at 6%; with 50% employer match about $117,046 at 4% or $78,031 at 6%; with 100% employer match about $87,785 at 4% or $58,523 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 18 | $2,032,794 | $126,410 | $7,023iApproximate average salary by contribution assumption: employee only about $175,569 at 4% or $117,046 at 6%; with 50% employer match about $117,046 at 4% or $78,031 at 6%; with 100% employer match about $87,785 at 4% or $58,523 at 6%. |
| 2001 | 1 | 16 | $1,896,677 | $162,936 | $10,184iApproximate average salary by contribution assumption: employee only about $254,588 at 4% or $169,725 at 6%; with 50% employer match about $169,725 at 4% or $113,150 at 6%; with 100% employer match about $127,294 at 4% or $84,863 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 16 | $1,896,677 | $162,936 | $10,184iApproximate average salary by contribution assumption: employee only about $254,588 at 4% or $169,725 at 6%; with 50% employer match about $169,725 at 4% or $113,150 at 6%; with 100% employer match about $127,294 at 4% or $84,863 at 6%. |
| 2000 | 1 | 18 | $1,688,693 | $141,262 | $7,848iApproximate average salary by contribution assumption: employee only about $196,197 at 4% or $130,798 at 6%; with 50% employer match about $130,798 at 4% or $87,199 at 6%; with 100% employer match about $98,099 at 4% or $65,399 at 6%. |
| Tba Credit Union Employees Retirement Plan | - | 18 | $1,688,693 | $141,262 | $7,848iApproximate average salary by contribution assumption: employee only about $196,197 at 4% or $130,798 at 6%; with 50% employer match about $130,798 at 4% or $87,199 at 6%; with 100% employer match about $98,099 at 4% or $65,399 at 6%. |