Enterprise Credit Union
Plan context: Enterprise Credit Union Defined Benefit Plan and Trust
EIN 39-0652280 • Brookfield, WI • 49 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$1,268,180
2024 Contributions
$33,348
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 | 0 | $0 | $0 | - |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 0 | $0 | $0 | - |
| 2023 | 2 | 11 | $1,268,180 | $33,348 | $3,032iApproximate average salary by contribution assumption: employee only about $75,791 at 4% or $50,527 at 6%; with 50% employer match about $50,527 at 4% or $33,685 at 6%; with 100% employer match about $37,895 at 4% or $25,264 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 6 | $843,632 | $0 | - |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 11 | $424,548 | $33,348 | $3,032iApproximate average salary by contribution assumption: employee only about $75,791 at 4% or $50,527 at 6%; with 50% employer match about $50,527 at 4% or $33,685 at 6%; with 100% employer match about $37,895 at 4% or $25,264 at 6%. |
| 2022 | 2 | 8 | $1,056,524 | $40,472 | $5,059iApproximate average salary by contribution assumption: employee only about $126,475 at 4% or $84,317 at 6%; with 50% employer match about $84,317 at 4% or $56,211 at 6%; with 100% employer match about $63,238 at 4% or $42,158 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 6 | $725,466 | $0 | - |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 8 | $331,058 | $40,472 | $5,059iApproximate average salary by contribution assumption: employee only about $126,475 at 4% or $84,317 at 6%; with 50% employer match about $84,317 at 4% or $56,211 at 6%; with 100% employer match about $63,238 at 4% or $42,158 at 6%. |
| 2021 | 2 | 14 | $1,108,170 | $52,826 | $3,773iApproximate average salary by contribution assumption: employee only about $94,332 at 4% or $62,888 at 6%; with 50% employer match about $62,888 at 4% or $41,925 at 6%; with 100% employer match about $47,166 at 4% or $31,444 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $676,037 | $0 | - |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 14 | $432,133 | $52,826 | $3,773iApproximate average salary by contribution assumption: employee only about $94,332 at 4% or $62,888 at 6%; with 50% employer match about $62,888 at 4% or $41,925 at 6%; with 100% employer match about $47,166 at 4% or $31,444 at 6%. |
| 2020 | 2 | 9 | $1,183,890 | $309,777 | $34,420iApproximate average salary by contribution assumption: employee only about $860,492 at 4% or $573,661 at 6%; with 50% employer match about $573,661 at 4% or $382,441 at 6%; with 100% employer match about $430,246 at 4% or $286,831 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $854,037 | $265,000 | $37,857iApproximate average salary by contribution assumption: employee only about $946,429 at 4% or $630,952 at 6%; with 50% employer match about $630,952 at 4% or $420,635 at 6%; with 100% employer match about $473,214 at 4% or $315,476 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 9 | $329,853 | $44,777 | $4,975iApproximate average salary by contribution assumption: employee only about $124,381 at 4% or $82,920 at 6%; with 50% employer match about $82,920 at 4% or $55,280 at 6%; with 100% employer match about $62,190 at 4% or $41,460 at 6%. |
| 2019 | 2 | 11 | $804,511 | $53,700 | $4,882iApproximate average salary by contribution assumption: employee only about $122,045 at 4% or $81,364 at 6%; with 50% employer match about $81,364 at 4% or $54,242 at 6%; with 100% employer match about $61,023 at 4% or $40,682 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $536,971 | $8,300 | $1,186iApproximate average salary by contribution assumption: employee only about $29,643 at 4% or $19,762 at 6%; with 50% employer match about $19,762 at 4% or $13,175 at 6%; with 100% employer match about $14,821 at 4% or $9,881 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 11 | $267,540 | $45,400 | $4,127iApproximate average salary by contribution assumption: employee only about $103,182 at 4% or $68,788 at 6%; with 50% employer match about $68,788 at 4% or $45,859 at 6%; with 100% employer match about $51,591 at 4% or $34,394 at 6%. |
| 2018 | 2 | 9 | $765,473 | $44,051 | $4,895iApproximate average salary by contribution assumption: employee only about $122,364 at 4% or $81,576 at 6%; with 50% employer match about $81,576 at 4% or $54,384 at 6%; with 100% employer match about $61,182 at 4% or $40,788 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $565,475 | $1,287 | $184iApproximate average salary by contribution assumption: employee only about $4,596 at 4% or $3,064 at 6%; with 50% employer match about $3,064 at 4% or $2,043 at 6%; with 100% employer match about $2,298 at 4% or $1,532 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 9 | $199,998 | $42,764 | $4,752iApproximate average salary by contribution assumption: employee only about $118,789 at 4% or $79,193 at 6%; with 50% employer match about $79,193 at 4% or $52,795 at 6%; with 100% employer match about $59,394 at 4% or $39,596 at 6%. |
| 2017 | 1 | 7 | $588,226 | $1,497 | $214iApproximate average salary by contribution assumption: employee only about $5,346 at 4% or $3,564 at 6%; with 50% employer match about $3,564 at 4% or $2,376 at 6%; with 100% employer match about $2,673 at 4% or $1,782 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $588,226 | $1,497 | $214iApproximate average salary by contribution assumption: employee only about $5,346 at 4% or $3,564 at 6%; with 50% employer match about $3,564 at 4% or $2,376 at 6%; with 100% employer match about $2,673 at 4% or $1,782 at 6%. |
| 2016 | 2 | 14 | $883,824 | $24,057 | $1,718iApproximate average salary by contribution assumption: employee only about $42,959 at 4% or $28,639 at 6%; with 50% employer match about $28,639 at 4% or $19,093 at 6%; with 100% employer match about $21,479 at 4% or $14,320 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $597,372 | $2,612 | $373iApproximate average salary by contribution assumption: employee only about $9,329 at 4% or $6,219 at 6%; with 50% employer match about $6,219 at 4% or $4,146 at 6%; with 100% employer match about $4,664 at 4% or $3,110 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 14 | $286,452 | $21,445 | $1,532iApproximate average salary by contribution assumption: employee only about $38,295 at 4% or $25,530 at 6%; with 50% employer match about $25,530 at 4% or $17,020 at 6%; with 100% employer match about $19,147 at 4% or $12,765 at 6%. |
| 2015 | 2 | 14 | $846,572 | $30,455 | $2,175iApproximate average salary by contribution assumption: employee only about $54,384 at 4% or $36,256 at 6%; with 50% employer match about $36,256 at 4% or $24,171 at 6%; with 100% employer match about $27,192 at 4% or $18,128 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $579,428 | $4,038 | $577iApproximate average salary by contribution assumption: employee only about $14,421 at 4% or $9,614 at 6%; with 50% employer match about $9,614 at 4% or $6,410 at 6%; with 100% employer match about $7,211 at 4% or $4,807 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 14 | $267,144 | $26,417 | $1,887iApproximate average salary by contribution assumption: employee only about $47,173 at 4% or $31,449 at 6%; with 50% employer match about $31,449 at 4% or $20,966 at 6%; with 100% employer match about $23,587 at 4% or $15,724 at 6%. |
| 2014 | 2 | 13 | $811,177 | $27,063 | $2,082iApproximate average salary by contribution assumption: employee only about $52,044 at 4% or $34,696 at 6%; with 50% employer match about $34,696 at 4% or $23,131 at 6%; with 100% employer match about $26,022 at 4% or $17,348 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $561,734 | $0 | - |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 13 | $249,443 | $27,063 | $2,082iApproximate average salary by contribution assumption: employee only about $52,044 at 4% or $34,696 at 6%; with 50% employer match about $34,696 at 4% or $23,131 at 6%; with 100% employer match about $26,022 at 4% or $17,348 at 6%. |
| 2013 | 2 | 13 | $845,388 | $26,801 | $2,062iApproximate average salary by contribution assumption: employee only about $51,540 at 4% or $34,360 at 6%; with 50% employer match about $34,360 at 4% or $22,907 at 6%; with 100% employer match about $25,770 at 4% or $17,180 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $626,021 | $0 | - |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 13 | $219,367 | $26,801 | $2,062iApproximate average salary by contribution assumption: employee only about $51,540 at 4% or $34,360 at 6%; with 50% employer match about $34,360 at 4% or $22,907 at 6%; with 100% employer match about $25,770 at 4% or $17,180 at 6%. |
| 2012 | 2 | 18 | $786,993 | $107,684 | $5,982iApproximate average salary by contribution assumption: employee only about $149,561 at 4% or $99,707 at 6%; with 50% employer match about $99,707 at 4% or $66,472 at 6%; with 100% employer match about $74,781 at 4% or $49,854 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 7 | $620,676 | $80,000 | $11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 18 | $166,317 | $27,684 | $1,538iApproximate average salary by contribution assumption: employee only about $38,450 at 4% or $25,633 at 6%; with 50% employer match about $25,633 at 4% or $17,089 at 6%; with 100% employer match about $19,225 at 4% or $12,817 at 6%. |
| 2011 | 2 | 14 | $654,474 | $74,360 | $5,311iApproximate average salary by contribution assumption: employee only about $132,786 at 4% or $88,524 at 6%; with 50% employer match about $88,524 at 4% or $59,016 at 6%; with 100% employer match about $66,393 at 4% or $44,262 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 8 | $526,011 | $42,226 | $5,278iApproximate average salary by contribution assumption: employee only about $131,956 at 4% or $87,971 at 6%; with 50% employer match about $87,971 at 4% or $58,647 at 6%; with 100% employer match about $65,978 at 4% or $43,985 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 14 | $128,463 | $32,134 | $2,295iApproximate average salary by contribution assumption: employee only about $57,382 at 4% or $38,255 at 6%; with 50% employer match about $38,255 at 4% or $25,503 at 6%; with 100% employer match about $28,691 at 4% or $19,127 at 6%. |
| 2010 | 2 | 16 | $615,624 | $34,401 | $2,150iApproximate average salary by contribution assumption: employee only about $53,752 at 4% or $35,834 at 6%; with 50% employer match about $35,834 at 4% or $23,890 at 6%; with 100% employer match about $26,876 at 4% or $17,917 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 12 | $450,141 | $19,006 | $1,584iApproximate average salary by contribution assumption: employee only about $39,596 at 4% or $26,397 at 6%; with 50% employer match about $26,397 at 4% or $17,598 at 6%; with 100% employer match about $19,798 at 4% or $13,199 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 16 | $165,483 | $15,395 | $962iApproximate average salary by contribution assumption: employee only about $24,055 at 4% or $16,036 at 6%; with 50% employer match about $16,036 at 4% or $10,691 at 6%; with 100% employer match about $12,027 at 4% or $8,018 at 6%. |
| 2009 | 2 | 16 | $706,563 | $55,520 | $3,470iApproximate average salary by contribution assumption: employee only about $86,750 at 4% or $57,833 at 6%; with 50% employer match about $57,833 at 4% or $38,556 at 6%; with 100% employer match about $43,375 at 4% or $28,917 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 16 | $540,468 | $36,955 | $2,310iApproximate average salary by contribution assumption: employee only about $57,742 at 4% or $38,495 at 6%; with 50% employer match about $38,495 at 4% or $25,663 at 6%; with 100% employer match about $28,871 at 4% or $19,247 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 14 | $166,095 | $18,565 | $1,326iApproximate average salary by contribution assumption: employee only about $33,152 at 4% or $22,101 at 6%; with 50% employer match about $22,101 at 4% or $14,734 at 6%; with 100% employer match about $16,576 at 4% or $11,051 at 6%. |
| 2008 | 2 | 22 | $123,868 | $15,796 | $718iApproximate average salary by contribution assumption: employee only about $17,950 at 4% or $11,967 at 6%; with 50% employer match about $11,967 at 4% or $7,978 at 6%; with 100% employer match about $8,975 at 4% or $5,983 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 22 | $123,868 | $15,796 | $718iApproximate average salary by contribution assumption: employee only about $17,950 at 4% or $11,967 at 6%; with 50% employer match about $11,967 at 4% or $7,978 at 6%; with 100% employer match about $8,975 at 4% or $5,983 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 15 | - | - | - |
| 2007 | 2 | 23 | $139,665 | $15,944 | $693iApproximate average salary by contribution assumption: employee only about $17,330 at 4% or $11,554 at 6%; with 50% employer match about $11,554 at 4% or $7,702 at 6%; with 100% employer match about $8,665 at 4% or $5,777 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 23 | $139,665 | $15,944 | $693iApproximate average salary by contribution assumption: employee only about $17,330 at 4% or $11,554 at 6%; with 50% employer match about $11,554 at 4% or $7,702 at 6%; with 100% employer match about $8,665 at 4% or $5,777 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 16 | - | - | - |
| 2006 | 2 | 22 | $875,135 | $60,560 | $2,753iApproximate average salary by contribution assumption: employee only about $68,818 at 4% or $45,879 at 6%; with 50% employer match about $45,879 at 4% or $30,586 at 6%; with 100% employer match about $34,409 at 4% or $22,939 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 17 | $754,632 | $40,903 | $2,406iApproximate average salary by contribution assumption: employee only about $60,151 at 4% or $40,101 at 6%; with 50% employer match about $40,101 at 4% or $26,734 at 6%; with 100% employer match about $30,076 at 4% or $20,050 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 22 | $120,503 | $19,657 | $894iApproximate average salary by contribution assumption: employee only about $22,338 at 4% or $14,892 at 6%; with 50% employer match about $14,892 at 4% or $9,928 at 6%; with 100% employer match about $11,169 at 4% or $7,446 at 6%. |
| 2005 | 2 | 25 | $923,482 | $55,556 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,692 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 19 | $832,663 | $35,585 | $1,873iApproximate average salary by contribution assumption: employee only about $46,822 at 4% or $31,215 at 6%; with 50% employer match about $31,215 at 4% or $20,810 at 6%; with 100% employer match about $23,411 at 4% or $15,607 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 25 | $90,819 | $19,971 | $799iApproximate average salary by contribution assumption: employee only about $19,971 at 4% or $13,314 at 6%; with 50% employer match about $13,314 at 4% or $8,876 at 6%; with 100% employer match about $9,986 at 4% or $6,657 at 6%. |
| 2004 | 2 | 24 | $814,172 | $64,945 | $2,706iApproximate average salary by contribution assumption: employee only about $67,651 at 4% or $45,101 at 6%; with 50% employer match about $45,101 at 4% or $30,067 at 6%; with 100% employer match about $33,826 at 4% or $22,550 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 20 | $743,900 | $47,224 | $2,361iApproximate average salary by contribution assumption: employee only about $59,030 at 4% or $39,353 at 6%; with 50% employer match about $39,353 at 4% or $26,236 at 6%; with 100% employer match about $29,515 at 4% or $19,677 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 24 | $70,272 | $17,721 | $738iApproximate average salary by contribution assumption: employee only about $18,459 at 4% or $12,306 at 6%; with 50% employer match about $12,306 at 4% or $8,204 at 6%; with 100% employer match about $9,230 at 4% or $6,153 at 6%. |
| 2003 | 2 | 28 | $51,803 | $15,676 | $560iApproximate average salary by contribution assumption: employee only about $13,996 at 4% or $9,331 at 6%; with 50% employer match about $9,331 at 4% or $6,221 at 6%; with 100% employer match about $6,998 at 4% or $4,665 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 28 | $51,803 | $15,676 | $560iApproximate average salary by contribution assumption: employee only about $13,996 at 4% or $9,331 at 6%; with 50% employer match about $9,331 at 4% or $6,221 at 6%; with 100% employer match about $6,998 at 4% or $4,665 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 18 | - | - | - |
| 2002 | 2 | 24 | $29,793 | $11,476 | $478iApproximate average salary by contribution assumption: employee only about $11,954 at 4% or $7,969 at 6%; with 50% employer match about $7,969 at 4% or $5,313 at 6%; with 100% employer match about $5,977 at 4% or $3,985 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 24 | $29,793 | $11,476 | $478iApproximate average salary by contribution assumption: employee only about $11,954 at 4% or $7,969 at 6%; with 50% employer match about $7,969 at 4% or $5,313 at 6%; with 100% employer match about $5,977 at 4% or $3,985 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 14 | - | - | - |
| 2001 | 2 | 28 | $21,864 | $10,938 | $391iApproximate average salary by contribution assumption: employee only about $9,766 at 4% or $6,511 at 6%; with 50% employer match about $6,511 at 4% or $4,340 at 6%; with 100% employer match about $4,883 at 4% or $3,255 at 6%. |
| Enterprise Credit Union 401K Plan and Trust | - | 28 | $21,864 | $10,938 | $391iApproximate average salary by contribution assumption: employee only about $9,766 at 4% or $6,511 at 6%; with 50% employer match about $6,511 at 4% or $4,340 at 6%; with 100% employer match about $4,883 at 4% or $3,255 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 13 | - | - | - |
| 2000 | 2 | 23 | $0 | $0 | - |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 12 | - | - | - |
| Enterprise Credit Union 401K Plan and Trust | - | 23 | - | - | - |
| 1999 | 1 | 10 | $462,168 | $55,914 | $5,591iApproximate average salary by contribution assumption: employee only about $139,785 at 4% or $93,190 at 6%; with 50% employer match about $93,190 at 4% or $62,127 at 6%; with 100% employer match about $69,893 at 4% or $46,595 at 6%. |
| Enterprise Credit Union Defined Benefit Plan and Trust | - | 10 | $462,168 | $55,914 | $5,591iApproximate average salary by contribution assumption: employee only about $139,785 at 4% or $93,190 at 6%; with 50% employer match about $93,190 at 4% or $62,127 at 6%; with 100% employer match about $69,893 at 4% or $46,595 at 6%. |