Civic Intelligence

SHAREPOINT CREDIT UNION

Plan context: SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST

EIN 41-6024250 • Bloomington, MN • 29 filings • 6 plans

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5300 Hyland Greens DriveBloomington, MN 55437-3933
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$5,585,098

2024 Contributions

$513,170

Historical Graphs

Total Assets Over Time

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

$5,585,098$2,792,549$0200020132024YearValue
$5,585,098Latest year 2024

Participants Over Time

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

102510200020132024YearValue
102Latest 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
20241102$5,585,098$513,170$5,031iApproximate average salary by contribution assumption: employee only about $125,777 at 4% or $83,851 at 6%; with 50% employer match about $83,851 at 4% or $55,901 at 6%; with 100% employer match about $62,888 at 4% or $41,926 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-102$5,585,098$513,170$5,031iApproximate average salary by contribution assumption: employee only about $125,777 at 4% or $83,851 at 6%; with 50% employer match about $83,851 at 4% or $55,901 at 6%; with 100% employer match about $62,888 at 4% or $41,926 at 6%.
2023195$4,766,210$450,684$4,744iApproximate average salary by contribution assumption: employee only about $118,601 at 4% or $79,067 at 6%; with 50% employer match about $79,067 at 4% or $52,712 at 6%; with 100% employer match about $59,301 at 4% or $39,534 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-95$4,766,210$450,684$4,744iApproximate average salary by contribution assumption: employee only about $118,601 at 4% or $79,067 at 6%; with 50% employer match about $79,067 at 4% or $52,712 at 6%; with 100% employer match about $59,301 at 4% or $39,534 at 6%.
2022186$4,239,257$374,478$4,354iApproximate average salary by contribution assumption: employee only about $108,860 at 4% or $72,573 at 6%; with 50% employer match about $72,573 at 4% or $48,382 at 6%; with 100% employer match about $54,430 at 4% or $36,287 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-86$4,239,257$374,478$4,354iApproximate average salary by contribution assumption: employee only about $108,860 at 4% or $72,573 at 6%; with 50% employer match about $72,573 at 4% or $48,382 at 6%; with 100% employer match about $54,430 at 4% or $36,287 at 6%.
2021186$5,316,969$355,625$4,135iApproximate average salary by contribution assumption: employee only about $103,379 at 4% or $68,920 at 6%; with 50% employer match about $68,920 at 4% or $45,946 at 6%; with 100% employer match about $51,690 at 4% or $34,460 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-86$5,316,969$355,625$4,135iApproximate average salary by contribution assumption: employee only about $103,379 at 4% or $68,920 at 6%; with 50% employer match about $68,920 at 4% or $45,946 at 6%; with 100% employer match about $51,690 at 4% or $34,460 at 6%.
2020179$4,603,783$299,397$3,790iApproximate average salary by contribution assumption: employee only about $94,746 at 4% or $63,164 at 6%; with 50% employer match about $63,164 at 4% or $42,109 at 6%; with 100% employer match about $47,373 at 4% or $31,582 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-79$4,603,783$299,397$3,790iApproximate average salary by contribution assumption: employee only about $94,746 at 4% or $63,164 at 6%; with 50% employer match about $63,164 at 4% or $42,109 at 6%; with 100% employer match about $47,373 at 4% or $31,582 at 6%.
2019179$3,786,969$336,781$4,263iApproximate average salary by contribution assumption: employee only about $106,576 at 4% or $71,051 at 6%; with 50% employer match about $71,051 at 4% or $47,367 at 6%; with 100% employer match about $53,288 at 4% or $35,525 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-79$3,786,969$336,781$4,263iApproximate average salary by contribution assumption: employee only about $106,576 at 4% or $71,051 at 6%; with 50% employer match about $71,051 at 4% or $47,367 at 6%; with 100% employer match about $53,288 at 4% or $35,525 at 6%.
2018179$3,141,086$427,372$5,410iApproximate average salary by contribution assumption: employee only about $135,244 at 4% or $90,163 at 6%; with 50% employer match about $90,163 at 4% or $60,109 at 6%; with 100% employer match about $67,622 at 4% or $45,081 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-79$3,141,086$427,372$5,410iApproximate average salary by contribution assumption: employee only about $135,244 at 4% or $90,163 at 6%; with 50% employer match about $90,163 at 4% or $60,109 at 6%; with 100% employer match about $67,622 at 4% or $45,081 at 6%.
2017163$2,882,841$441,608$7,010iApproximate average salary by contribution assumption: employee only about $175,241 at 4% or $116,828 at 6%; with 50% employer match about $116,828 at 4% or $77,885 at 6%; with 100% employer match about $87,621 at 4% or $58,414 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-63$2,882,841$441,608$7,010iApproximate average salary by contribution assumption: employee only about $175,241 at 4% or $116,828 at 6%; with 50% employer match about $116,828 at 4% or $77,885 at 6%; with 100% employer match about $87,621 at 4% or $58,414 at 6%.
2016154$2,244,352$292,710$5,421iApproximate average salary by contribution assumption: employee only about $135,514 at 4% or $90,343 at 6%; with 50% employer match about $90,343 at 4% or $60,228 at 6%; with 100% employer match about $67,757 at 4% or $45,171 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-54$2,244,352$292,710$5,421iApproximate average salary by contribution assumption: employee only about $135,514 at 4% or $90,343 at 6%; with 50% employer match about $90,343 at 4% or $60,228 at 6%; with 100% employer match about $67,757 at 4% or $45,171 at 6%.
2015147$1,968,219$155,693$3,313iApproximate average salary by contribution assumption: employee only about $82,815 at 4% or $55,210 at 6%; with 50% employer match about $55,210 at 4% or $36,807 at 6%; with 100% employer match about $41,408 at 4% or $27,605 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN AND TRUST-47$1,968,219$155,693$3,313iApproximate average salary by contribution assumption: employee only about $82,815 at 4% or $55,210 at 6%; with 50% employer match about $55,210 at 4% or $36,807 at 6%; with 100% employer match about $41,408 at 4% or $27,605 at 6%.
2014134$2,019,291$180,190$5,300iApproximate average salary by contribution assumption: employee only about $132,493 at 4% or $88,328 at 6%; with 50% employer match about $88,328 at 4% or $58,886 at 6%; with 100% employer match about $66,246 at 4% or $44,164 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN & TRUST-34$2,019,291$180,190$5,300iApproximate average salary by contribution assumption: employee only about $132,493 at 4% or $88,328 at 6%; with 50% employer match about $88,328 at 4% or $58,886 at 6%; with 100% employer match about $66,246 at 4% or $44,164 at 6%.
2013153$2,477,321$203,013$3,830iApproximate average salary by contribution assumption: employee only about $95,761 at 4% or $63,841 at 6%; with 50% employer match about $63,841 at 4% or $42,560 at 6%; with 100% employer match about $47,880 at 4% or $31,920 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN & TRUST-53$2,477,321$203,013$3,830iApproximate average salary by contribution assumption: employee only about $95,761 at 4% or $63,841 at 6%; with 50% employer match about $63,841 at 4% or $42,560 at 6%; with 100% employer match about $47,880 at 4% or $31,920 at 6%.
2012154$2,048,303$258,664$4,790iApproximate average salary by contribution assumption: employee only about $119,752 at 4% or $79,835 at 6%; with 50% employer match about $79,835 at 4% or $53,223 at 6%; with 100% employer match about $59,876 at 4% or $39,917 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN & TRUST-54$2,048,303$258,664$4,790iApproximate average salary by contribution assumption: employee only about $119,752 at 4% or $79,835 at 6%; with 50% employer match about $79,835 at 4% or $53,223 at 6%; with 100% employer match about $59,876 at 4% or $39,917 at 6%.
2011155$1,672,760$208,891$3,798iApproximate average salary by contribution assumption: employee only about $94,950 at 4% or $63,300 at 6%; with 50% employer match about $63,300 at 4% or $42,200 at 6%; with 100% employer match about $47,475 at 4% or $31,650 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN & TRUST-55$1,672,760$208,891$3,798iApproximate average salary by contribution assumption: employee only about $94,950 at 4% or $63,300 at 6%; with 50% employer match about $63,300 at 4% or $42,200 at 6%; with 100% employer match about $47,475 at 4% or $31,650 at 6%.
2010233$466,382$294,100$8,912iApproximate average salary by contribution assumption: employee only about $222,803 at 4% or $148,535 at 6%; with 50% employer match about $148,535 at 4% or $99,024 at 6%; with 100% employer match about $111,402 at 4% or $74,268 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN & TRUST-33$466,382$99,570$3,017iApproximate average salary by contribution assumption: employee only about $75,432 at 4% or $50,288 at 6%; with 50% employer match about $50,288 at 4% or $33,525 at 6%; with 100% employer match about $37,716 at 4% or $25,144 at 6%.
SHAREPOINT CREDIT UNION TAX DEFERRED ANNUITY PLAN-0$0$194,530-
2009241$1,210,976$229,663$5,602iApproximate average salary by contribution assumption: employee only about $140,038 at 4% or $93,359 at 6%; with 50% employer match about $93,359 at 4% or $62,239 at 6%; with 100% employer match about $70,019 at 4% or $46,679 at 6%.
SHAREPOINT CREDIT UNION TAX DEFERRED ANNUITY PLAN-41$860,965$84,205$2,054iApproximate average salary by contribution assumption: employee only about $51,345 at 4% or $34,230 at 6%; with 50% employer match about $34,230 at 4% or $22,820 at 6%; with 100% employer match about $25,672 at 4% or $17,115 at 6%.
SHAREPOINT CREDIT UNION 401(K) PLAN & TRUST-33$350,011$145,458$4,408iApproximate average salary by contribution assumption: employee only about $110,195 at 4% or $73,464 at 6%; with 50% employer match about $73,464 at 4% or $48,976 at 6%; with 100% employer match about $55,098 at 4% or $36,732 at 6%.
2008240$804,354$96,473$2,412iApproximate average salary by contribution assumption: employee only about $60,296 at 4% or $40,197 at 6%; with 50% employer match about $40,197 at 4% or $26,798 at 6%; with 100% employer match about $30,148 at 4% or $20,099 at 6%.
RETAIL EMPLOYEES CREDIT UNION RETIREMENT PLAN-35$804,354$96,473$2,756iApproximate average salary by contribution assumption: employee only about $68,909 at 4% or $45,940 at 6%; with 50% employer match about $45,940 at 4% or $30,626 at 6%; with 100% employer match about $34,455 at 4% or $22,970 at 6%.
SHAREPOINT CREDIT UNION 401K PLAN & TRUST-40---
2007238$0$0-
RETAIL EMPLOYEES CREDIT UNION RETIREMENT PLAN-31---
RETAIL EMPLOYEES CREDIT UNION 401K PLAN & TRUST-38---
2006238$1,026,377$222,018$5,843iApproximate average salary by contribution assumption: employee only about $146,064 at 4% or $97,376 at 6%; with 50% employer match about $97,376 at 4% or $64,918 at 6%; with 100% employer match about $73,032 at 4% or $48,688 at 6%.
RETAIL EMPLOYEES CREDIT UNION RETIREMENT PLAN-0$909,965$115,310-
RETAIL EMPLOYEES CREDIT UNION 401K PLAN & TRUST-38$116,412$106,708$2,808iApproximate average salary by contribution assumption: employee only about $70,203 at 4% or $46,802 at 6%; with 50% employer match about $46,802 at 4% or $31,201 at 6%; with 100% employer match about $35,101 at 4% or $23,401 at 6%.
2005126$702,531$109,575$4,214iApproximate average salary by contribution assumption: employee only about $105,361 at 4% or $70,240 at 6%; with 50% employer match about $70,240 at 4% or $46,827 at 6%; with 100% employer match about $52,680 at 4% or $35,120 at 6%.
RETAIL EMPLOYEES CREDIT UNION RETIREMENT PLAN-26$702,531$109,575$4,214iApproximate average salary by contribution assumption: employee only about $105,361 at 4% or $70,240 at 6%; with 50% employer match about $70,240 at 4% or $46,827 at 6%; with 100% employer match about $52,680 at 4% or $35,120 at 6%.
2004124$558,138$100,943$4,206iApproximate average salary by contribution assumption: employee only about $105,149 at 4% or $70,099 at 6%; with 50% employer match about $70,099 at 4% or $46,733 at 6%; with 100% employer match about $52,574 at 4% or $35,050 at 6%.
RETAIL EMPLOYEES CREDIT UNION RETIREMENT PLAN-24$558,138$100,943$4,206iApproximate average salary by contribution assumption: employee only about $105,149 at 4% or $70,099 at 6%; with 50% employer match about $70,099 at 4% or $46,733 at 6%; with 100% employer match about $52,574 at 4% or $35,050 at 6%.
2003122$417,273$82,847$3,766iApproximate average salary by contribution assumption: employee only about $94,144 at 4% or $62,763 at 6%; with 50% employer match about $62,763 at 4% or $41,842 at 6%; with 100% employer match about $47,072 at 4% or $31,381 at 6%.
RETAIL EMPLOYEES CREDIT UNION RETIREMENT PLAN-22$417,273$82,847$3,766iApproximate average salary by contribution assumption: employee only about $94,144 at 4% or $62,763 at 6%; with 50% employer match about $62,763 at 4% or $41,842 at 6%; with 100% employer match about $47,072 at 4% or $31,381 at 6%.
2002114$295,027$132,453$9,461iApproximate average salary by contribution assumption: employee only about $236,523 at 4% or $157,682 at 6%; with 50% employer match about $157,682 at 4% or $105,121 at 6%; with 100% employer match about $118,262 at 4% or $78,841 at 6%.
RETAIL EMPLOYEES CREDIT UNION RETIREMENT PLAN-14$295,027$132,453$9,461iApproximate average salary by contribution assumption: employee only about $236,523 at 4% or $157,682 at 6%; with 50% employer match about $157,682 at 4% or $105,121 at 6%; with 100% employer match about $118,262 at 4% or $78,841 at 6%.
2000111$180,167$37,390$3,399iApproximate average salary by contribution assumption: employee only about $84,977 at 4% or $56,652 at 6%; with 50% employer match about $56,652 at 4% or $37,768 at 6%; with 100% employer match about $42,489 at 4% or $28,326 at 6%.
RETAIL EMPLOYEES CREDIT UNION RETIREMENT PLAN-11$180,167$37,390$3,399iApproximate average salary by contribution assumption: employee only about $84,977 at 4% or $56,652 at 6%; with 50% employer match about $56,652 at 4% or $37,768 at 6%; with 100% employer match about $42,489 at 4% or $28,326 at 6%.