Civic Intelligence

TRI-COUNTY CREDIT UNION

Plan context: Advantage Credit Union 401(K) Plan

EIN 42-0670996 • Newton, IA • 22 filings • 4 plans

View Related Profile

121 W 3rd St NNewton, IA 50208-3040
Current Snapshot

Latest Year

2021

2021 Participants

18

2021 Assets

$2,157,647

2021 Contributions

$56,642

Historical Graphs

Total Assets Over Time

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

$2,157,647$1,078,824$0200020102020YearValue
$2,157,647Latest year 2020

Participants Over Time

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

24120200020102020YearValue
18Latest year 2020

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
202110$0$56,642-
Advantage Credit Union 401(K) Plan-0$0$56,642-
2020118$2,157,647$113,230$6,291iApproximate average salary by contribution assumption: employee only about $157,264 at 4% or $104,843 at 6%; with 50% employer match about $104,843 at 4% or $69,895 at 6%; with 100% employer match about $78,632 at 4% or $52,421 at 6%.
Advantage Credit Union 401(K) Plan-18$2,157,647$113,230$6,291iApproximate average salary by contribution assumption: employee only about $157,264 at 4% or $104,843 at 6%; with 50% employer match about $104,843 at 4% or $69,895 at 6%; with 100% employer match about $78,632 at 4% or $52,421 at 6%.
2019120$1,776,342$206,529$10,326iApproximate average salary by contribution assumption: employee only about $258,161 at 4% or $172,108 at 6%; with 50% employer match about $172,108 at 4% or $114,738 at 6%; with 100% employer match about $129,081 at 4% or $86,054 at 6%.
Advantage Credit Union 401(K) Plan-20$1,776,342$206,529$10,326iApproximate average salary by contribution assumption: employee only about $258,161 at 4% or $172,108 at 6%; with 50% employer match about $172,108 at 4% or $114,738 at 6%; with 100% employer match about $129,081 at 4% or $86,054 at 6%.
2018117$1,248,354$96,936$5,702iApproximate average salary by contribution assumption: employee only about $142,553 at 4% or $95,035 at 6%; with 50% employer match about $95,035 at 4% or $63,357 at 6%; with 100% employer match about $71,276 at 4% or $47,518 at 6%.
Advantage Credit Union 401(K) Plan-17$1,248,354$96,936$5,702iApproximate average salary by contribution assumption: employee only about $142,553 at 4% or $95,035 at 6%; with 50% employer match about $95,035 at 4% or $63,357 at 6%; with 100% employer match about $71,276 at 4% or $47,518 at 6%.
2017113$1,483,508$133,570$10,275iApproximate average salary by contribution assumption: employee only about $256,865 at 4% or $171,244 at 6%; with 50% employer match about $171,244 at 4% or $114,162 at 6%; with 100% employer match about $128,433 at 4% or $85,622 at 6%.
Advantage Credit Union 401(K) Plan-13$1,483,508$133,570$10,275iApproximate average salary by contribution assumption: employee only about $256,865 at 4% or $171,244 at 6%; with 50% employer match about $171,244 at 4% or $114,162 at 6%; with 100% employer match about $128,433 at 4% or $85,622 at 6%.
2016113$1,282,522$102,035$7,849iApproximate average salary by contribution assumption: employee only about $196,221 at 4% or $130,814 at 6%; with 50% employer match about $130,814 at 4% or $87,209 at 6%; with 100% employer match about $98,111 at 4% or $65,407 at 6%.
Advantage Credit Union 401(K) Plan-13$1,282,522$102,035$7,849iApproximate average salary by contribution assumption: employee only about $196,221 at 4% or $130,814 at 6%; with 50% employer match about $130,814 at 4% or $87,209 at 6%; with 100% employer match about $98,111 at 4% or $65,407 at 6%.
2015114$1,259,829$110,512$7,894iApproximate average salary by contribution assumption: employee only about $197,343 at 4% or $131,562 at 6%; with 50% employer match about $131,562 at 4% or $87,708 at 6%; with 100% employer match about $98,671 at 4% or $65,781 at 6%.
Advantage Credit Union 401(K) Plan-14$1,259,829$110,512$7,894iApproximate average salary by contribution assumption: employee only about $197,343 at 4% or $131,562 at 6%; with 50% employer match about $131,562 at 4% or $87,708 at 6%; with 100% employer match about $98,671 at 4% or $65,781 at 6%.
2014114$1,168,669$103,430$7,388iApproximate average salary by contribution assumption: employee only about $184,696 at 4% or $123,131 at 6%; with 50% employer match about $123,131 at 4% or $82,087 at 6%; with 100% employer match about $92,348 at 4% or $61,565 at 6%.
Advantage Credit Union 401(K) Plan-14$1,168,669$103,430$7,388iApproximate average salary by contribution assumption: employee only about $184,696 at 4% or $123,131 at 6%; with 50% employer match about $123,131 at 4% or $82,087 at 6%; with 100% employer match about $92,348 at 4% or $61,565 at 6%.
2013114$1,113,222$89,397$6,386iApproximate average salary by contribution assumption: employee only about $159,638 at 4% or $106,425 at 6%; with 50% employer match about $106,425 at 4% or $70,950 at 6%; with 100% employer match about $79,819 at 4% or $53,213 at 6%.
Advantage Credit Union 401(K) Plan-14$1,113,222$89,397$6,386iApproximate average salary by contribution assumption: employee only about $159,638 at 4% or $106,425 at 6%; with 50% employer match about $106,425 at 4% or $70,950 at 6%; with 100% employer match about $79,819 at 4% or $53,213 at 6%.
2012114$864,263$85,530$6,109iApproximate average salary by contribution assumption: employee only about $152,732 at 4% or $101,821 at 6%; with 50% employer match about $101,821 at 4% or $67,881 at 6%; with 100% employer match about $76,366 at 4% or $50,911 at 6%.
Advantage Credit Union 401(K) Plan-14$864,263$85,530$6,109iApproximate average salary by contribution assumption: employee only about $152,732 at 4% or $101,821 at 6%; with 50% employer match about $101,821 at 4% or $67,881 at 6%; with 100% employer match about $76,366 at 4% or $50,911 at 6%.
2011115$771,297$83,569$5,571iApproximate average salary by contribution assumption: employee only about $139,282 at 4% or $92,854 at 6%; with 50% employer match about $92,854 at 4% or $61,903 at 6%; with 100% employer match about $69,641 at 4% or $46,427 at 6%.
Advantage Credit Union 401(K) Plan-15$771,297$83,569$5,571iApproximate average salary by contribution assumption: employee only about $139,282 at 4% or $92,854 at 6%; with 50% employer match about $92,854 at 4% or $61,903 at 6%; with 100% employer match about $69,641 at 4% or $46,427 at 6%.
2010115$769,681$82,264$5,484iApproximate average salary by contribution assumption: employee only about $137,107 at 4% or $91,404 at 6%; with 50% employer match about $91,404 at 4% or $60,936 at 6%; with 100% employer match about $68,553 at 4% or $45,702 at 6%.
Advantage Credit Union 401(K) Plan-15$769,681$82,264$5,484iApproximate average salary by contribution assumption: employee only about $137,107 at 4% or $91,404 at 6%; with 50% employer match about $91,404 at 4% or $60,936 at 6%; with 100% employer match about $68,553 at 4% or $45,702 at 6%.
2009116$976,990$77,407$4,838iApproximate average salary by contribution assumption: employee only about $120,948 at 4% or $80,632 at 6%; with 50% employer match about $80,632 at 4% or $53,755 at 6%; with 100% employer match about $60,474 at 4% or $40,316 at 6%.
Advantage Credit Union 401(K) Plan-16$976,990$77,407$4,838iApproximate average salary by contribution assumption: employee only about $120,948 at 4% or $80,632 at 6%; with 50% employer match about $80,632 at 4% or $53,755 at 6%; with 100% employer match about $60,474 at 4% or $40,316 at 6%.
2008118$779,557$70,959$3,942iApproximate average salary by contribution assumption: employee only about $98,554 at 4% or $65,703 at 6%; with 50% employer match about $65,703 at 4% or $43,802 at 6%; with 100% employer match about $49,277 at 4% or $32,851 at 6%.
Advantage Credit Union 401(K) Plan-18$779,557$70,959$3,942iApproximate average salary by contribution assumption: employee only about $98,554 at 4% or $65,703 at 6%; with 50% employer match about $65,703 at 4% or $43,802 at 6%; with 100% employer match about $49,277 at 4% or $32,851 at 6%.
2007117$1,059,006$67,819$3,989iApproximate average salary by contribution assumption: employee only about $99,734 at 4% or $66,489 at 6%; with 50% employer match about $66,489 at 4% or $44,326 at 6%; with 100% employer match about $49,867 at 4% or $33,245 at 6%.
Advantage Credit Union 401(K) Plan-17$1,059,006$67,819$3,989iApproximate average salary by contribution assumption: employee only about $99,734 at 4% or $66,489 at 6%; with 50% employer match about $66,489 at 4% or $44,326 at 6%; with 100% employer match about $49,867 at 4% or $33,245 at 6%.
2006118$1,053,566$58,944$3,275iApproximate average salary by contribution assumption: employee only about $81,867 at 4% or $54,578 at 6%; with 50% employer match about $54,578 at 4% or $36,385 at 6%; with 100% employer match about $40,933 at 4% or $27,289 at 6%.
Advantage Credit Union 401(K) Plan-18$1,053,566$58,944$3,275iApproximate average salary by contribution assumption: employee only about $81,867 at 4% or $54,578 at 6%; with 50% employer match about $54,578 at 4% or $36,385 at 6%; with 100% employer match about $40,933 at 4% or $27,289 at 6%.
2005118$887,365$56,670$3,148iApproximate average salary by contribution assumption: employee only about $78,708 at 4% or $52,472 at 6%; with 50% employer match about $52,472 at 4% or $34,981 at 6%; with 100% employer match about $39,354 at 4% or $26,236 at 6%.
Advantage Credit Union 401(K) Plan-18$887,365$56,670$3,148iApproximate average salary by contribution assumption: employee only about $78,708 at 4% or $52,472 at 6%; with 50% employer match about $52,472 at 4% or $34,981 at 6%; with 100% employer match about $39,354 at 4% or $26,236 at 6%.
2004118$792,579$53,430$2,968iApproximate average salary by contribution assumption: employee only about $74,208 at 4% or $49,472 at 6%; with 50% employer match about $49,472 at 4% or $32,981 at 6%; with 100% employer match about $37,104 at 4% or $24,736 at 6%.
Advantage Credit Union 401(K) Plan-18$792,579$53,430$2,968iApproximate average salary by contribution assumption: employee only about $74,208 at 4% or $49,472 at 6%; with 50% employer match about $49,472 at 4% or $32,981 at 6%; with 100% employer match about $37,104 at 4% or $24,736 at 6%.
2003119$789,739$55,111$2,901iApproximate average salary by contribution assumption: employee only about $72,514 at 4% or $48,343 at 6%; with 50% employer match about $48,343 at 4% or $32,229 at 6%; with 100% employer match about $36,257 at 4% or $24,171 at 6%.
Advantage Credit Union 401(K) Plan-19$789,739$55,111$2,901iApproximate average salary by contribution assumption: employee only about $72,514 at 4% or $48,343 at 6%; with 50% employer match about $48,343 at 4% or $32,229 at 6%; with 100% employer match about $36,257 at 4% or $24,171 at 6%.
2002119$655,681$56,715$2,985iApproximate average salary by contribution assumption: employee only about $74,625 at 4% or $49,750 at 6%; with 50% employer match about $49,750 at 4% or $33,167 at 6%; with 100% employer match about $37,313 at 4% or $24,875 at 6%.
Advantage Credit Union 401(K) Plan-19$655,681$56,715$2,985iApproximate average salary by contribution assumption: employee only about $74,625 at 4% or $49,750 at 6%; with 50% employer match about $49,750 at 4% or $33,167 at 6%; with 100% employer match about $37,313 at 4% or $24,875 at 6%.
2001124$839,990$51,415$2,142iApproximate average salary by contribution assumption: employee only about $53,557 at 4% or $35,705 at 6%; with 50% employer match about $35,705 at 4% or $23,803 at 6%; with 100% employer match about $26,779 at 4% or $17,852 at 6%.
Advantage Credit Union 401(K) Plan-24$839,990$51,415$2,142iApproximate average salary by contribution assumption: employee only about $53,557 at 4% or $35,705 at 6%; with 50% employer match about $35,705 at 4% or $23,803 at 6%; with 100% employer match about $26,779 at 4% or $17,852 at 6%.
2000118$822,518$59,840$3,324iApproximate average salary by contribution assumption: employee only about $83,111 at 4% or $55,407 at 6%; with 50% employer match about $55,407 at 4% or $36,938 at 6%; with 100% employer match about $41,556 at 4% or $27,704 at 6%.
Advantage Credit Union 401(K) Plan-18$822,518$59,840$3,324iApproximate average salary by contribution assumption: employee only about $83,111 at 4% or $55,407 at 6%; with 50% employer match about $55,407 at 4% or $36,938 at 6%; with 100% employer match about $41,556 at 4% or $27,704 at 6%.