Taylor Credit Union
Plan context: Taylor Credit Union Capital Accumulation Plan
EIN 39-0931830 • Medford, WI • 31 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$1,266,472
2024 Contributions
$90,402
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 | 28 | $1,266,472 | $90,402 | $3,229iApproximate average salary by contribution assumption: employee only about $80,716 at 4% or $53,811 at 6%; with 50% employer match about $53,811 at 4% or $35,874 at 6%; with 100% employer match about $40,358 at 4% or $26,905 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 28 | $1,266,472 | $90,402 | $3,229iApproximate average salary by contribution assumption: employee only about $80,716 at 4% or $53,811 at 6%; with 50% employer match about $53,811 at 4% or $35,874 at 6%; with 100% employer match about $40,358 at 4% or $26,905 at 6%. |
| 2023 | 1 | 33 | $2,172,082 | $203,199 | $6,158iApproximate average salary by contribution assumption: employee only about $153,939 at 4% or $102,626 at 6%; with 50% employer match about $102,626 at 4% or $68,417 at 6%; with 100% employer match about $76,969 at 4% or $51,313 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 33 | $2,172,082 | $203,199 | $6,158iApproximate average salary by contribution assumption: employee only about $153,939 at 4% or $102,626 at 6%; with 50% employer match about $102,626 at 4% or $68,417 at 6%; with 100% employer match about $76,969 at 4% or $51,313 at 6%. |
| 2022 | 1 | 33 | $1,989,052 | $98,150 | $2,974iApproximate average salary by contribution assumption: employee only about $74,356 at 4% or $49,571 at 6%; with 50% employer match about $49,571 at 4% or $33,047 at 6%; with 100% employer match about $37,178 at 4% or $24,785 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 33 | $1,989,052 | $98,150 | $2,974iApproximate average salary by contribution assumption: employee only about $74,356 at 4% or $49,571 at 6%; with 50% employer match about $49,571 at 4% or $33,047 at 6%; with 100% employer match about $37,178 at 4% or $24,785 at 6%. |
| 2021 | 1 | 37 | $2,515,467 | $140,317 | $3,792iApproximate average salary by contribution assumption: employee only about $94,809 at 4% or $63,206 at 6%; with 50% employer match about $63,206 at 4% or $42,137 at 6%; with 100% employer match about $47,404 at 4% or $31,603 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 37 | $2,515,467 | $140,317 | $3,792iApproximate average salary by contribution assumption: employee only about $94,809 at 4% or $63,206 at 6%; with 50% employer match about $63,206 at 4% or $42,137 at 6%; with 100% employer match about $47,404 at 4% or $31,603 at 6%. |
| 2020 | 1 | 33 | $2,355,291 | $127,654 | $3,868iApproximate average salary by contribution assumption: employee only about $96,708 at 4% or $64,472 at 6%; with 50% employer match about $64,472 at 4% or $42,981 at 6%; with 100% employer match about $48,354 at 4% or $32,236 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 33 | $2,355,291 | $127,654 | $3,868iApproximate average salary by contribution assumption: employee only about $96,708 at 4% or $64,472 at 6%; with 50% employer match about $64,472 at 4% or $42,981 at 6%; with 100% employer match about $48,354 at 4% or $32,236 at 6%. |
| 2019 | 1 | 34 | $1,966,411 | $132,896 | $3,909iApproximate average salary by contribution assumption: employee only about $97,718 at 4% or $65,145 at 6%; with 50% employer match about $65,145 at 4% or $43,430 at 6%; with 100% employer match about $48,859 at 4% or $32,573 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 34 | $1,966,411 | $132,896 | $3,909iApproximate average salary by contribution assumption: employee only about $97,718 at 4% or $65,145 at 6%; with 50% employer match about $65,145 at 4% or $43,430 at 6%; with 100% employer match about $48,859 at 4% or $32,573 at 6%. |
| 2018 | 1 | 33 | $1,615,515 | $103,985 | $3,151iApproximate average salary by contribution assumption: employee only about $78,777 at 4% or $52,518 at 6%; with 50% employer match about $52,518 at 4% or $35,012 at 6%; with 100% employer match about $39,388 at 4% or $26,259 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 33 | $1,615,515 | $103,985 | $3,151iApproximate average salary by contribution assumption: employee only about $78,777 at 4% or $52,518 at 6%; with 50% employer match about $52,518 at 4% or $35,012 at 6%; with 100% employer match about $39,388 at 4% or $26,259 at 6%. |
| 2017 | 1 | 33 | $1,634,764 | $100,766 | $3,054iApproximate average salary by contribution assumption: employee only about $76,338 at 4% or $50,892 at 6%; with 50% employer match about $50,892 at 4% or $33,928 at 6%; with 100% employer match about $38,169 at 4% or $25,446 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 33 | $1,634,764 | $100,766 | $3,054iApproximate average salary by contribution assumption: employee only about $76,338 at 4% or $50,892 at 6%; with 50% employer match about $50,892 at 4% or $33,928 at 6%; with 100% employer match about $38,169 at 4% or $25,446 at 6%. |
| 2016 | 1 | 32 | $1,404,799 | $106,756 | $3,336iApproximate average salary by contribution assumption: employee only about $83,403 at 4% or $55,602 at 6%; with 50% employer match about $55,602 at 4% or $37,068 at 6%; with 100% employer match about $41,702 at 4% or $27,801 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 32 | $1,404,799 | $106,756 | $3,336iApproximate average salary by contribution assumption: employee only about $83,403 at 4% or $55,602 at 6%; with 50% employer match about $55,602 at 4% or $37,068 at 6%; with 100% employer match about $41,702 at 4% or $27,801 at 6%. |
| 2015 | 1 | 30 | $1,243,227 | $99,686 | $3,323iApproximate average salary by contribution assumption: employee only about $83,072 at 4% or $55,381 at 6%; with 50% employer match about $55,381 at 4% or $36,921 at 6%; with 100% employer match about $41,536 at 4% or $27,691 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 30 | $1,243,227 | $99,686 | $3,323iApproximate average salary by contribution assumption: employee only about $83,072 at 4% or $55,381 at 6%; with 50% employer match about $55,381 at 4% or $36,921 at 6%; with 100% employer match about $41,536 at 4% or $27,691 at 6%. |
| 2014 | 1 | 21 | $1,171,936 | $91,183 | $4,342iApproximate average salary by contribution assumption: employee only about $108,551 at 4% or $72,367 at 6%; with 50% employer match about $72,367 at 4% or $48,245 at 6%; with 100% employer match about $54,276 at 4% or $36,184 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 21 | $1,171,936 | $91,183 | $4,342iApproximate average salary by contribution assumption: employee only about $108,551 at 4% or $72,367 at 6%; with 50% employer match about $72,367 at 4% or $48,245 at 6%; with 100% employer match about $54,276 at 4% or $36,184 at 6%. |
| 2013 | 1 | 28 | $1,033,525 | $87,443 | $3,123iApproximate average salary by contribution assumption: employee only about $78,074 at 4% or $52,049 at 6%; with 50% employer match about $52,049 at 4% or $34,700 at 6%; with 100% employer match about $39,037 at 4% or $26,025 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 28 | $1,033,525 | $87,443 | $3,123iApproximate average salary by contribution assumption: employee only about $78,074 at 4% or $52,049 at 6%; with 50% employer match about $52,049 at 4% or $34,700 at 6%; with 100% employer match about $39,037 at 4% or $26,025 at 6%. |
| 2012 | 1 | 28 | $1,159,688 | $88,766 | $3,170iApproximate average salary by contribution assumption: employee only about $79,255 at 4% or $52,837 at 6%; with 50% employer match about $52,837 at 4% or $35,225 at 6%; with 100% employer match about $39,628 at 4% or $26,418 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 28 | $1,159,688 | $88,766 | $3,170iApproximate average salary by contribution assumption: employee only about $79,255 at 4% or $52,837 at 6%; with 50% employer match about $52,837 at 4% or $35,225 at 6%; with 100% employer match about $39,628 at 4% or $26,418 at 6%. |
| 2011 | 1 | 30 | $1,002,083 | $77,430 | $2,581iApproximate average salary by contribution assumption: employee only about $64,525 at 4% or $43,017 at 6%; with 50% employer match about $43,017 at 4% or $28,678 at 6%; with 100% employer match about $32,263 at 4% or $21,508 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 30 | $1,002,083 | $77,430 | $2,581iApproximate average salary by contribution assumption: employee only about $64,525 at 4% or $43,017 at 6%; with 50% employer match about $43,017 at 4% or $28,678 at 6%; with 100% employer match about $32,263 at 4% or $21,508 at 6%. |
| 2010 | 1 | 29 | $927,433 | $82,260 | $2,837iApproximate average salary by contribution assumption: employee only about $70,914 at 4% or $47,276 at 6%; with 50% employer match about $47,276 at 4% or $31,517 at 6%; with 100% employer match about $35,457 at 4% or $23,638 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 29 | $927,433 | $82,260 | $2,837iApproximate average salary by contribution assumption: employee only about $70,914 at 4% or $47,276 at 6%; with 50% employer match about $47,276 at 4% or $31,517 at 6%; with 100% employer match about $35,457 at 4% or $23,638 at 6%. |
| 2009 | 1 | 24 | $773,917 | $72,662 | $3,028iApproximate average salary by contribution assumption: employee only about $75,690 at 4% or $50,460 at 6%; with 50% employer match about $50,460 at 4% or $33,640 at 6%; with 100% employer match about $37,845 at 4% or $25,230 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 24 | $773,917 | $72,662 | $3,028iApproximate average salary by contribution assumption: employee only about $75,690 at 4% or $50,460 at 6%; with 50% employer match about $50,460 at 4% or $33,640 at 6%; with 100% employer match about $37,845 at 4% or $25,230 at 6%. |
| 2008 | 1 | 17 | $630,117 | $71,147 | $4,185iApproximate average salary by contribution assumption: employee only about $104,628 at 4% or $69,752 at 6%; with 50% employer match about $69,752 at 4% or $46,501 at 6%; with 100% employer match about $52,314 at 4% or $34,876 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 17 | $630,117 | $71,147 | $4,185iApproximate average salary by contribution assumption: employee only about $104,628 at 4% or $69,752 at 6%; with 50% employer match about $69,752 at 4% or $46,501 at 6%; with 100% employer match about $52,314 at 4% or $34,876 at 6%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| Taylor Credit Union Capital Accumulation Plan | - | 17 | - | - | - |
| 2006 | 1 | 19 | $1,228,854 | $72,555 | $3,819iApproximate average salary by contribution assumption: employee only about $95,467 at 4% or $63,645 at 6%; with 50% employer match about $63,645 at 4% or $42,430 at 6%; with 100% employer match about $47,734 at 4% or $31,822 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 19 | $1,228,854 | $72,555 | $3,819iApproximate average salary by contribution assumption: employee only about $95,467 at 4% or $63,645 at 6%; with 50% employer match about $63,645 at 4% or $42,430 at 6%; with 100% employer match about $47,734 at 4% or $31,822 at 6%. |
| 2005 | 1 | 21 | $1,273,657 | $75,663 | $3,603iApproximate average salary by contribution assumption: employee only about $90,075 at 4% or $60,050 at 6%; with 50% employer match about $60,050 at 4% or $40,033 at 6%; with 100% employer match about $45,038 at 4% or $30,025 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 21 | $1,273,657 | $75,663 | $3,603iApproximate average salary by contribution assumption: employee only about $90,075 at 4% or $60,050 at 6%; with 50% employer match about $60,050 at 4% or $40,033 at 6%; with 100% employer match about $45,038 at 4% or $30,025 at 6%. |
| 2004 | 1 | 20 | $1,144,903 | $60,893 | $3,045iApproximate average salary by contribution assumption: employee only about $76,116 at 4% or $50,744 at 6%; with 50% employer match about $50,744 at 4% or $33,829 at 6%; with 100% employer match about $38,058 at 4% or $25,372 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 20 | $1,144,903 | $60,893 | $3,045iApproximate average salary by contribution assumption: employee only about $76,116 at 4% or $50,744 at 6%; with 50% employer match about $50,744 at 4% or $33,829 at 6%; with 100% employer match about $38,058 at 4% or $25,372 at 6%. |
| 2003 | 2 | 17 | $1,005,058 | $59,049 | $3,473iApproximate average salary by contribution assumption: employee only about $86,837 at 4% or $57,891 at 6%; with 50% employer match about $57,891 at 4% or $38,594 at 6%; with 100% employer match about $43,418 at 4% or $28,946 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 17 | $1,005,058 | $59,049 | $3,473iApproximate average salary by contribution assumption: employee only about $86,837 at 4% or $57,891 at 6%; with 50% employer match about $57,891 at 4% or $38,594 at 6%; with 100% employer match about $43,418 at 4% or $28,946 at 6%. |
| Taylor Credit Union Cuna Retirement Savings Fund | - | 0 | - | - | - |
| 2002 | 2 | 18 | $841,285 | $49,540 | $2,752iApproximate average salary by contribution assumption: employee only about $68,806 at 4% or $45,870 at 6%; with 50% employer match about $45,870 at 4% or $30,580 at 6%; with 100% employer match about $34,403 at 4% or $22,935 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 18 | $475,112 | $40,001 | $2,222iApproximate average salary by contribution assumption: employee only about $55,557 at 4% or $37,038 at 6%; with 50% employer match about $37,038 at 4% or $24,692 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| Taylor Credit Union Cuna Retirement Savings Fund | - | 18 | $366,173 | $9,539 | $530iApproximate average salary by contribution assumption: employee only about $13,249 at 4% or $8,832 at 6%; with 50% employer match about $8,832 at 4% or $5,888 at 6%; with 100% employer match about $6,624 at 4% or $4,416 at 6%. |
| 2001 | 2 | 15 | $928,016 | $51,631 | $3,442iApproximate average salary by contribution assumption: employee only about $86,052 at 4% or $57,368 at 6%; with 50% employer match about $57,368 at 4% or $38,245 at 6%; with 100% employer match about $43,026 at 4% or $28,684 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 14 | $505,348 | $39,648 | $2,832iApproximate average salary by contribution assumption: employee only about $70,800 at 4% or $47,200 at 6%; with 50% employer match about $47,200 at 4% or $31,467 at 6%; with 100% employer match about $35,400 at 4% or $23,600 at 6%. |
| Taylor Credit Union Cuna Retirement Savings Fund | - | 15 | $422,668 | $11,983 | $799iApproximate average salary by contribution assumption: employee only about $19,972 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%. |
| 2000 | 2 | 13 | $854,915 | $63,441 | $4,880iApproximate average salary by contribution assumption: employee only about $122,002 at 4% or $81,335 at 6%; with 50% employer match about $81,335 at 4% or $54,223 at 6%; with 100% employer match about $61,001 at 4% or $40,667 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 12 | $454,190 | $45,013 | $3,751iApproximate average salary by contribution assumption: employee only about $93,777 at 4% or $62,518 at 6%; with 50% employer match about $62,518 at 4% or $41,679 at 6%; with 100% employer match about $46,889 at 4% or $31,259 at 6%. |
| Taylor Credit Union Cuna Retirement Savings Fund | - | 13 | $400,725 | $18,428 | $1,418iApproximate average salary by contribution assumption: employee only about $35,438 at 4% or $23,626 at 6%; with 50% employer match about $23,626 at 4% or $15,750 at 6%; with 100% employer match about $17,719 at 4% or $11,813 at 6%. |
| 1999 | 2 | 14 | $763,857 | $54,826 | $3,916iApproximate average salary by contribution assumption: employee only about $97,904 at 4% or $65,269 at 6%; with 50% employer match about $65,269 at 4% or $43,513 at 6%; with 100% employer match about $48,952 at 4% or $32,635 at 6%. |
| Taylor Credit Union Capital Accumulation Plan | - | 14 | $393,342 | $38,474 | $2,748iApproximate average salary by contribution assumption: employee only about $68,704 at 4% or $45,802 at 6%; with 50% employer match about $45,802 at 4% or $30,535 at 6%; with 100% employer match about $34,352 at 4% or $22,901 at 6%. |
| Taylor Credit Union Cuna Retirement Savings Fund | - | 13 | $370,515 | $16,352 | $1,258iApproximate average salary by contribution assumption: employee only about $31,446 at 4% or $20,964 at 6%; with 50% employer match about $20,964 at 4% or $13,976 at 6%; with 100% employer match about $15,723 at 4% or $10,482 at 6%. |