Civic Intelligence

Appletree Credit Union

Plan context: Appletree Credit Union Capital Accumulation Plan

EIN 39-0388215 • West Allis, WI • 30 filings • 3 plans

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11333 West Greenfield AvenueWest Allis, WI 53214-2260
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$4,251,912

2024 Contributions

$200,204

Historical Graphs

Total Assets Over Time

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

$4,660,749$2,330,375$0199920122024YearValue
$4,251,912Latest year 2024

Participants Over Time

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

22110199920122024YearValue
16Latest 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
2024116$4,251,912$200,204$12,513iApproximate average salary by contribution assumption: employee only about $312,819 at 4% or $208,546 at 6%; with 50% employer match about $208,546 at 4% or $139,031 at 6%; with 100% employer match about $156,409 at 4% or $104,273 at 6%.
Appletree Credit Union Capital Accumulation Plan-16$4,251,912$200,204$12,513iApproximate average salary by contribution assumption: employee only about $312,819 at 4% or $208,546 at 6%; with 50% employer match about $208,546 at 4% or $139,031 at 6%; with 100% employer match about $156,409 at 4% or $104,273 at 6%.
2023116$4,456,231$198,998$12,437iApproximate average salary by contribution assumption: employee only about $310,934 at 4% or $207,290 at 6%; with 50% employer match about $207,290 at 4% or $138,193 at 6%; with 100% employer match about $155,467 at 4% or $103,645 at 6%.
Appletree Credit Union Capital Accumulation Plan-16$4,456,231$198,998$12,437iApproximate average salary by contribution assumption: employee only about $310,934 at 4% or $207,290 at 6%; with 50% employer match about $207,290 at 4% or $138,193 at 6%; with 100% employer match about $155,467 at 4% or $103,645 at 6%.
2022117$3,844,408$190,242$11,191iApproximate average salary by contribution assumption: employee only about $279,768 at 4% or $186,512 at 6%; with 50% employer match about $186,512 at 4% or $124,341 at 6%; with 100% employer match about $139,884 at 4% or $93,256 at 6%.
Appletree Credit Union Capital Accumulation Plan-17$3,844,408$190,242$11,191iApproximate average salary by contribution assumption: employee only about $279,768 at 4% or $186,512 at 6%; with 50% employer match about $186,512 at 4% or $124,341 at 6%; with 100% employer match about $139,884 at 4% or $93,256 at 6%.
2021117$4,660,749$175,543$10,326iApproximate average salary by contribution assumption: employee only about $258,151 at 4% or $172,101 at 6%; with 50% employer match about $172,101 at 4% or $114,734 at 6%; with 100% employer match about $129,076 at 4% or $86,050 at 6%.
Appletree Credit Union Capital Accumulation Plan-17$4,660,749$175,543$10,326iApproximate average salary by contribution assumption: employee only about $258,151 at 4% or $172,101 at 6%; with 50% employer match about $172,101 at 4% or $114,734 at 6%; with 100% employer match about $129,076 at 4% or $86,050 at 6%.
2020116$4,095,982$172,763$10,798iApproximate average salary by contribution assumption: employee only about $269,942 at 4% or $179,961 at 6%; with 50% employer match about $179,961 at 4% or $119,974 at 6%; with 100% employer match about $134,971 at 4% or $89,981 at 6%.
Appletree Credit Union Capital Accumulation Plan-16$4,095,982$172,763$10,798iApproximate average salary by contribution assumption: employee only about $269,942 at 4% or $179,961 at 6%; with 50% employer match about $179,961 at 4% or $119,974 at 6%; with 100% employer match about $134,971 at 4% or $89,981 at 6%.
2019117$3,662,904$166,208$9,777iApproximate average salary by contribution assumption: employee only about $244,424 at 4% or $162,949 at 6%; with 50% employer match about $162,949 at 4% or $108,633 at 6%; with 100% employer match about $122,212 at 4% or $81,475 at 6%.
Appletree Credit Union Capital Accumulation Plan-17$3,662,904$166,208$9,777iApproximate average salary by contribution assumption: employee only about $244,424 at 4% or $162,949 at 6%; with 50% employer match about $162,949 at 4% or $108,633 at 6%; with 100% employer match about $122,212 at 4% or $81,475 at 6%.
2018116$2,970,295$164,929$10,308iApproximate average salary by contribution assumption: employee only about $257,702 at 4% or $171,801 at 6%; with 50% employer match about $171,801 at 4% or $114,534 at 6%; with 100% employer match about $128,851 at 4% or $85,901 at 6%.
Appletree Credit Union Capital Accumulation Plan-16$2,970,295$164,929$10,308iApproximate average salary by contribution assumption: employee only about $257,702 at 4% or $171,801 at 6%; with 50% employer match about $171,801 at 4% or $114,534 at 6%; with 100% employer match about $128,851 at 4% or $85,901 at 6%.
2017117$2,938,813$150,542$8,855iApproximate average salary by contribution assumption: employee only about $221,385 at 4% or $147,590 at 6%; with 50% employer match about $147,590 at 4% or $98,393 at 6%; with 100% employer match about $110,693 at 4% or $73,795 at 6%.
Appletree Credit Union Capital Accumulation Plan-17$2,938,813$150,542$8,855iApproximate average salary by contribution assumption: employee only about $221,385 at 4% or $147,590 at 6%; with 50% employer match about $147,590 at 4% or $98,393 at 6%; with 100% employer match about $110,693 at 4% or $73,795 at 6%.
2016118$2,475,321$145,022$8,057iApproximate average salary by contribution assumption: employee only about $201,419 at 4% or $134,280 at 6%; with 50% employer match about $134,280 at 4% or $89,520 at 6%; with 100% employer match about $100,710 at 4% or $67,140 at 6%.
Appletree Credit Union Capital Accumulation Plan-18$2,475,321$145,022$8,057iApproximate average salary by contribution assumption: employee only about $201,419 at 4% or $134,280 at 6%; with 50% employer match about $134,280 at 4% or $89,520 at 6%; with 100% employer match about $100,710 at 4% or $67,140 at 6%.
2015122$2,398,265$136,723$6,215iApproximate average salary by contribution assumption: employee only about $155,367 at 4% or $103,578 at 6%; with 50% employer match about $103,578 at 4% or $69,052 at 6%; with 100% employer match about $77,684 at 4% or $51,789 at 6%.
Appletree Credit Union Capital Accumulation Plan-22$2,398,265$136,723$6,215iApproximate average salary by contribution assumption: employee only about $155,367 at 4% or $103,578 at 6%; with 50% employer match about $103,578 at 4% or $69,052 at 6%; with 100% employer match about $77,684 at 4% or $51,789 at 6%.
2014115$2,282,630$166,289$11,086iApproximate average salary by contribution assumption: employee only about $277,148 at 4% or $184,766 at 6%; with 50% employer match about $184,766 at 4% or $123,177 at 6%; with 100% employer match about $138,574 at 4% or $92,383 at 6%.
Appletree Credit Union Capital Accumulation Plan-15$2,282,630$166,289$11,086iApproximate average salary by contribution assumption: employee only about $277,148 at 4% or $184,766 at 6%; with 50% employer match about $184,766 at 4% or $123,177 at 6%; with 100% employer match about $138,574 at 4% or $92,383 at 6%.
2013117$2,183,929$132,256$7,780iApproximate average salary by contribution assumption: employee only about $194,494 at 4% or $129,663 at 6%; with 50% employer match about $129,663 at 4% or $86,442 at 6%; with 100% employer match about $97,247 at 4% or $64,831 at 6%.
Appletree Credit Union Capital Accumulation Plan-17$2,183,929$132,256$7,780iApproximate average salary by contribution assumption: employee only about $194,494 at 4% or $129,663 at 6%; with 50% employer match about $129,663 at 4% or $86,442 at 6%; with 100% employer match about $97,247 at 4% or $64,831 at 6%.
2012117$1,859,281$125,433$7,378iApproximate average salary by contribution assumption: employee only about $184,460 at 4% or $122,974 at 6%; with 50% employer match about $122,974 at 4% or $81,982 at 6%; with 100% employer match about $92,230 at 4% or $61,487 at 6%.
Appletree Credit Union Capital Accumulation Plan-17$1,859,281$125,433$7,378iApproximate average salary by contribution assumption: employee only about $184,460 at 4% or $122,974 at 6%; with 50% employer match about $122,974 at 4% or $81,982 at 6%; with 100% employer match about $92,230 at 4% or $61,487 at 6%.
2011116$1,593,361$103,794$6,487iApproximate average salary by contribution assumption: employee only about $162,178 at 4% or $108,119 at 6%; with 50% employer match about $108,119 at 4% or $72,079 at 6%; with 100% employer match about $81,089 at 4% or $54,059 at 6%.
Appletree Credit Union Capital Accumulation Plan-16$1,593,361$103,794$6,487iApproximate average salary by contribution assumption: employee only about $162,178 at 4% or $108,119 at 6%; with 50% employer match about $108,119 at 4% or $72,079 at 6%; with 100% employer match about $81,089 at 4% or $54,059 at 6%.
2010116$1,485,091$92,318$5,770iApproximate average salary by contribution assumption: employee only about $144,247 at 4% or $96,165 at 6%; with 50% employer match about $96,165 at 4% or $64,110 at 6%; with 100% employer match about $72,123 at 4% or $48,082 at 6%.
Appletree Credit Union Capital Accumulation Plan-16$1,485,091$92,318$5,770iApproximate average salary by contribution assumption: employee only about $144,247 at 4% or $96,165 at 6%; with 50% employer match about $96,165 at 4% or $64,110 at 6%; with 100% employer match about $72,123 at 4% or $48,082 at 6%.
2009112$1,408,722$87,969$7,331iApproximate average salary by contribution assumption: employee only about $183,269 at 4% or $122,179 at 6%; with 50% employer match about $122,179 at 4% or $81,453 at 6%; with 100% employer match about $91,634 at 4% or $61,090 at 6%.
Appletree Credit Union Capital Accumulation Plan-12$1,408,722$87,969$7,331iApproximate average salary by contribution assumption: employee only about $183,269 at 4% or $122,179 at 6%; with 50% employer match about $122,179 at 4% or $81,453 at 6%; with 100% employer match about $91,634 at 4% or $61,090 at 6%.
2008114$1,165,757$86,818$6,201iApproximate average salary by contribution assumption: employee only about $155,032 at 4% or $103,355 at 6%; with 50% employer match about $103,355 at 4% or $68,903 at 6%; with 100% employer match about $77,516 at 4% or $51,677 at 6%.
Appletree Credit Union Capital Accumulation Plan-14$1,165,757$86,818$6,201iApproximate average salary by contribution assumption: employee only about $155,032 at 4% or $103,355 at 6%; with 50% employer match about $103,355 at 4% or $68,903 at 6%; with 100% employer match about $77,516 at 4% or $51,677 at 6%.
2007113$1,426,565$76,382$5,876iApproximate average salary by contribution assumption: employee only about $146,888 at 4% or $97,926 at 6%; with 50% employer match about $97,926 at 4% or $65,284 at 6%; with 100% employer match about $73,444 at 4% or $48,963 at 6%.
Appletree Credit Union Capital Accumulation Plan-13$1,426,565$76,382$5,876iApproximate average salary by contribution assumption: employee only about $146,888 at 4% or $97,926 at 6%; with 50% employer match about $97,926 at 4% or $65,284 at 6%; with 100% employer match about $73,444 at 4% or $48,963 at 6%.
2006111$1,379,830$92,959$8,451iApproximate average salary by contribution assumption: employee only about $211,270 at 4% or $140,847 at 6%; with 50% employer match about $140,847 at 4% or $93,898 at 6%; with 100% employer match about $105,635 at 4% or $70,423 at 6%.
Appletree Credit Union Capital Accumulation Plan-11$1,379,830$92,959$8,451iApproximate average salary by contribution assumption: employee only about $211,270 at 4% or $140,847 at 6%; with 50% employer match about $140,847 at 4% or $93,898 at 6%; with 100% employer match about $105,635 at 4% or $70,423 at 6%.
2005114$1,160,375$96,019$6,859iApproximate average salary by contribution assumption: employee only about $171,463 at 4% or $114,308 at 6%; with 50% employer match about $114,308 at 4% or $76,206 at 6%; with 100% employer match about $85,731 at 4% or $57,154 at 6%.
Appletree Credit Union Capital Accumulation Plan-14$1,160,375$96,019$6,859iApproximate average salary by contribution assumption: employee only about $171,463 at 4% or $114,308 at 6%; with 50% employer match about $114,308 at 4% or $76,206 at 6%; with 100% employer match about $85,731 at 4% or $57,154 at 6%.
2004114$996,541$91,463$6,533iApproximate average salary by contribution assumption: employee only about $163,327 at 4% or $108,885 at 6%; with 50% employer match about $108,885 at 4% or $72,590 at 6%; with 100% employer match about $81,663 at 4% or $54,442 at 6%.
Appletree Credit Union Capital Accumulation Plan-14$996,541$91,463$6,533iApproximate average salary by contribution assumption: employee only about $163,327 at 4% or $108,885 at 6%; with 50% employer match about $108,885 at 4% or $72,590 at 6%; with 100% employer match about $81,663 at 4% or $54,442 at 6%.
2003115$834,765$95,641$6,376iApproximate average salary by contribution assumption: employee only about $159,402 at 4% or $106,268 at 6%; with 50% employer match about $106,268 at 4% or $70,845 at 6%; with 100% employer match about $79,701 at 4% or $53,134 at 6%.
Appletree Credit Union Capital Accumulation Plan-15$834,765$95,641$6,376iApproximate average salary by contribution assumption: employee only about $159,402 at 4% or $106,268 at 6%; with 50% employer match about $106,268 at 4% or $70,845 at 6%; with 100% employer match about $79,701 at 4% or $53,134 at 6%.
2002218$660,788$94,472$5,248iApproximate average salary by contribution assumption: employee only about $131,211 at 4% or $87,474 at 6%; with 50% employer match about $87,474 at 4% or $58,316 at 6%; with 100% employer match about $65,606 at 4% or $43,737 at 6%.
Appletree Credit Union Capital Accumulation Plan-18$660,788$94,472$5,248iApproximate average salary by contribution assumption: employee only about $131,211 at 4% or $87,474 at 6%; with 50% employer match about $87,474 at 4% or $58,316 at 6%; with 100% employer match about $65,606 at 4% or $43,737 at 6%.
Appletree Credit Union Cuna Retirement Savings Fun-0---
2001220$634,032$98,254$4,913iApproximate average salary by contribution assumption: employee only about $122,818 at 4% or $81,878 at 6%; with 50% employer match about $81,878 at 4% or $54,586 at 6%; with 100% employer match about $61,409 at 4% or $40,939 at 6%.
Appletree Credit Union Capital Accumulation Plan-19$398,697$63,781$3,357iApproximate average salary by contribution assumption: employee only about $83,922 at 4% or $55,948 at 6%; with 50% employer match about $55,948 at 4% or $37,299 at 6%; with 100% employer match about $41,961 at 4% or $27,974 at 6%.
Appletree Credit Union Cuna Retirement Savings Fun-20$235,335$34,473$1,724iApproximate average salary by contribution assumption: employee only about $43,091 at 4% or $28,728 at 6%; with 50% employer match about $28,728 at 4% or $19,152 at 6%; with 100% employer match about $21,546 at 4% or $14,364 at 6%.
2000218$560,921$79,267$4,404iApproximate average salary by contribution assumption: employee only about $110,093 at 4% or $73,395 at 6%; with 50% employer match about $73,395 at 4% or $48,930 at 6%; with 100% employer match about $55,047 at 4% or $36,698 at 6%.
Appletree Credit Union Capital Accumulation Plan-17$352,445$55,660$3,274iApproximate average salary by contribution assumption: employee only about $81,853 at 4% or $54,569 at 6%; with 50% employer match about $54,569 at 4% or $36,379 at 6%; with 100% employer match about $40,926 at 4% or $27,284 at 6%.
Appletree Credit Union Cuna Retirement Savings Fun-18$208,476$23,607$1,312iApproximate average salary by contribution assumption: employee only about $32,788 at 4% or $21,858 at 6%; with 50% employer match about $21,858 at 4% or $14,572 at 6%; with 100% employer match about $16,394 at 4% or $10,929 at 6%.
1999219$566,052$77,184$4,062iApproximate average salary by contribution assumption: employee only about $101,558 at 4% or $67,705 at 6%; with 50% employer match about $67,705 at 4% or $45,137 at 6%; with 100% employer match about $50,779 at 4% or $33,853 at 6%.
Appletree Credit Union Capital Accumulation Plan-19$354,313$53,508$2,816iApproximate average salary by contribution assumption: employee only about $70,405 at 4% or $46,937 at 6%; with 50% employer match about $46,937 at 4% or $31,291 at 6%; with 100% employer match about $35,203 at 4% or $23,468 at 6%.
Appletree Credit Union Cuna Retirement Savings Fun-19$211,739$23,676$1,246iApproximate average salary by contribution assumption: employee only about $31,153 at 4% or $20,768 at 6%; with 50% employer match about $20,768 at 4% or $13,846 at 6%; with 100% employer match about $15,576 at 4% or $10,384 at 6%.