Aegis Credit Union
Plan context: Aegis Credit Union Basic 401(K) Plan and Trust
EIN 42-1139901 • Clinton, IA • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$871,424
2024 Contributions
$44,638
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 | 10 | $871,424 | $44,638 | $4,464iApproximate average salary by contribution assumption: employee only about $111,595 at 4% or $74,397 at 6%; with 50% employer match about $74,397 at 4% or $49,598 at 6%; with 100% employer match about $55,798 at 4% or $37,198 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 10 | $871,424 | $44,638 | $4,464iApproximate average salary by contribution assumption: employee only about $111,595 at 4% or $74,397 at 6%; with 50% employer match about $74,397 at 4% or $49,598 at 6%; with 100% employer match about $55,798 at 4% or $37,198 at 6%. |
| 2023 | 1 | 9 | $751,824 | $53,871 | $5,986iApproximate average salary by contribution assumption: employee only about $149,642 at 4% or $99,761 at 6%; with 50% employer match about $99,761 at 4% or $66,507 at 6%; with 100% employer match about $74,821 at 4% or $49,881 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 9 | $751,824 | $53,871 | $5,986iApproximate average salary by contribution assumption: employee only about $149,642 at 4% or $99,761 at 6%; with 50% employer match about $99,761 at 4% or $66,507 at 6%; with 100% employer match about $74,821 at 4% or $49,881 at 6%. |
| 2022 | 1 | 8 | $624,219 | $38,835 | $4,854iApproximate average salary by contribution assumption: employee only about $121,359 at 4% or $80,906 at 6%; with 50% employer match about $80,906 at 4% or $53,938 at 6%; with 100% employer match about $60,680 at 4% or $40,453 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 8 | $624,219 | $38,835 | $4,854iApproximate average salary by contribution assumption: employee only about $121,359 at 4% or $80,906 at 6%; with 50% employer match about $80,906 at 4% or $53,938 at 6%; with 100% employer match about $60,680 at 4% or $40,453 at 6%. |
| 2021 | 1 | 8 | $704,700 | $41,389 | $5,174iApproximate average salary by contribution assumption: employee only about $129,341 at 4% or $86,227 at 6%; with 50% employer match about $86,227 at 4% or $57,485 at 6%; with 100% employer match about $64,670 at 4% or $43,114 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 8 | $704,700 | $41,389 | $5,174iApproximate average salary by contribution assumption: employee only about $129,341 at 4% or $86,227 at 6%; with 50% employer match about $86,227 at 4% or $57,485 at 6%; with 100% employer match about $64,670 at 4% or $43,114 at 6%. |
| 2020 | 1 | 7 | $579,770 | $34,210 | $4,887iApproximate average salary by contribution assumption: employee only about $122,179 at 4% or $81,452 at 6%; with 50% employer match about $81,452 at 4% or $54,302 at 6%; with 100% employer match about $61,089 at 4% or $40,726 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 7 | $579,770 | $34,210 | $4,887iApproximate average salary by contribution assumption: employee only about $122,179 at 4% or $81,452 at 6%; with 50% employer match about $81,452 at 4% or $54,302 at 6%; with 100% employer match about $61,089 at 4% or $40,726 at 6%. |
| 2019 | 1 | 7 | $500,147 | $39,781 | $5,683iApproximate average salary by contribution assumption: employee only about $142,075 at 4% or $94,717 at 6%; with 50% employer match about $94,717 at 4% or $63,144 at 6%; with 100% employer match about $71,038 at 4% or $47,358 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 7 | $500,147 | $39,781 | $5,683iApproximate average salary by contribution assumption: employee only about $142,075 at 4% or $94,717 at 6%; with 50% employer match about $94,717 at 4% or $63,144 at 6%; with 100% employer match about $71,038 at 4% or $47,358 at 6%. |
| 2018 | 1 | 5 | $402,816 | $31,794 | $6,359iApproximate average salary by contribution assumption: employee only about $158,970 at 4% or $105,980 at 6%; with 50% employer match about $105,980 at 4% or $70,653 at 6%; with 100% employer match about $79,485 at 4% or $52,990 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 5 | $402,816 | $31,794 | $6,359iApproximate average salary by contribution assumption: employee only about $158,970 at 4% or $105,980 at 6%; with 50% employer match about $105,980 at 4% or $70,653 at 6%; with 100% employer match about $79,485 at 4% or $52,990 at 6%. |
| 2017 | 1 | 6 | $396,599 | $32,182 | $5,364iApproximate average salary by contribution assumption: employee only about $134,092 at 4% or $89,394 at 6%; with 50% employer match about $89,394 at 4% or $59,596 at 6%; with 100% employer match about $67,046 at 4% or $44,697 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $396,599 | $32,182 | $5,364iApproximate average salary by contribution assumption: employee only about $134,092 at 4% or $89,394 at 6%; with 50% employer match about $89,394 at 4% or $59,596 at 6%; with 100% employer match about $67,046 at 4% or $44,697 at 6%. |
| 2016 | 1 | 6 | $336,188 | $28,907 | $4,818iApproximate average salary by contribution assumption: employee only about $120,446 at 4% or $80,297 at 6%; with 50% employer match about $80,297 at 4% or $53,531 at 6%; with 100% employer match about $60,223 at 4% or $40,149 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $336,188 | $28,907 | $4,818iApproximate average salary by contribution assumption: employee only about $120,446 at 4% or $80,297 at 6%; with 50% employer match about $80,297 at 4% or $53,531 at 6%; with 100% employer match about $60,223 at 4% or $40,149 at 6%. |
| 2015 | 1 | 5 | $301,086 | $24,268 | $4,854iApproximate average salary by contribution assumption: employee only about $121,340 at 4% or $80,893 at 6%; with 50% employer match about $80,893 at 4% or $53,929 at 6%; with 100% employer match about $60,670 at 4% or $40,447 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 5 | $301,086 | $24,268 | $4,854iApproximate average salary by contribution assumption: employee only about $121,340 at 4% or $80,893 at 6%; with 50% employer match about $80,893 at 4% or $53,929 at 6%; with 100% employer match about $60,670 at 4% or $40,447 at 6%. |
| 2014 | 1 | 5 | $282,063 | $19,638 | $3,928iApproximate average salary by contribution assumption: employee only about $98,190 at 4% or $65,460 at 6%; with 50% employer match about $65,460 at 4% or $43,640 at 6%; with 100% employer match about $49,095 at 4% or $32,730 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 5 | $282,063 | $19,638 | $3,928iApproximate average salary by contribution assumption: employee only about $98,190 at 4% or $65,460 at 6%; with 50% employer match about $65,460 at 4% or $43,640 at 6%; with 100% employer match about $49,095 at 4% or $32,730 at 6%. |
| 2013 | 1 | 5 | $244,397 | $15,787 | $3,157iApproximate average salary by contribution assumption: employee only about $78,935 at 4% or $52,623 at 6%; with 50% employer match about $52,623 at 4% or $35,082 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 5 | $244,397 | $15,787 | $3,157iApproximate average salary by contribution assumption: employee only about $78,935 at 4% or $52,623 at 6%; with 50% employer match about $52,623 at 4% or $35,082 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%. |
| 2012 | 1 | 3 | $208,258 | $19,719 | $6,573iApproximate average salary by contribution assumption: employee only about $164,325 at 4% or $109,550 at 6%; with 50% employer match about $109,550 at 4% or $73,033 at 6%; with 100% employer match about $82,163 at 4% or $54,775 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 3 | $208,258 | $19,719 | $6,573iApproximate average salary by contribution assumption: employee only about $164,325 at 4% or $109,550 at 6%; with 50% employer match about $109,550 at 4% or $73,033 at 6%; with 100% employer match about $82,163 at 4% or $54,775 at 6%. |
| 2011 | 1 | 6 | $223,002 | $21,355 | $3,559iApproximate average salary by contribution assumption: employee only about $88,979 at 4% or $59,319 at 6%; with 50% employer match about $59,319 at 4% or $39,546 at 6%; with 100% employer match about $44,490 at 4% or $29,660 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $223,002 | $21,355 | $3,559iApproximate average salary by contribution assumption: employee only about $88,979 at 4% or $59,319 at 6%; with 50% employer match about $59,319 at 4% or $39,546 at 6%; with 100% employer match about $44,490 at 4% or $29,660 at 6%. |
| 2010 | 1 | 6 | $199,177 | $19,975 | $3,329iApproximate average salary by contribution assumption: employee only about $83,229 at 4% or $55,486 at 6%; with 50% employer match about $55,486 at 4% or $36,991 at 6%; with 100% employer match about $41,615 at 4% or $27,743 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $199,177 | $19,975 | $3,329iApproximate average salary by contribution assumption: employee only about $83,229 at 4% or $55,486 at 6%; with 50% employer match about $55,486 at 4% or $36,991 at 6%; with 100% employer match about $41,615 at 4% or $27,743 at 6%. |
| 2009 | 1 | 6 | $165,719 | $8,157 | $1,360iApproximate average salary by contribution assumption: employee only about $33,988 at 4% or $22,658 at 6%; with 50% employer match about $22,658 at 4% or $15,106 at 6%; with 100% employer match about $16,994 at 4% or $11,329 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $165,719 | $8,157 | $1,360iApproximate average salary by contribution assumption: employee only about $33,988 at 4% or $22,658 at 6%; with 50% employer match about $22,658 at 4% or $15,106 at 6%; with 100% employer match about $16,994 at 4% or $11,329 at 6%. |
| 2008 | 1 | 6 | $133,128 | $25,376 | $4,229iApproximate average salary by contribution assumption: employee only about $105,733 at 4% or $70,489 at 6%; with 50% employer match about $70,489 at 4% or $46,993 at 6%; with 100% employer match about $52,867 at 4% or $35,244 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $133,128 | $25,376 | $4,229iApproximate average salary by contribution assumption: employee only about $105,733 at 4% or $70,489 at 6%; with 50% employer match about $70,489 at 4% or $46,993 at 6%; with 100% employer match about $52,867 at 4% or $35,244 at 6%. |
| 2007 | 1 | 6 | $159,711 | $24,103 | $4,017iApproximate average salary by contribution assumption: employee only about $100,429 at 4% or $66,953 at 6%; with 50% employer match about $66,953 at 4% or $44,635 at 6%; with 100% employer match about $50,215 at 4% or $33,476 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $159,711 | $24,103 | $4,017iApproximate average salary by contribution assumption: employee only about $100,429 at 4% or $66,953 at 6%; with 50% employer match about $66,953 at 4% or $44,635 at 6%; with 100% employer match about $50,215 at 4% or $33,476 at 6%. |
| 2006 | 1 | 4 | $139,630 | $19,114 | $4,779iApproximate average salary by contribution assumption: employee only about $119,463 at 4% or $79,642 at 6%; with 50% employer match about $79,642 at 4% or $53,094 at 6%; with 100% employer match about $59,731 at 4% or $39,821 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 4 | $139,630 | $19,114 | $4,779iApproximate average salary by contribution assumption: employee only about $119,463 at 4% or $79,642 at 6%; with 50% employer match about $79,642 at 4% or $53,094 at 6%; with 100% employer match about $59,731 at 4% or $39,821 at 6%. |
| 2005 | 1 | 5 | $114,115 | $17,685 | $3,537iApproximate average salary by contribution assumption: employee only about $88,425 at 4% or $58,950 at 6%; with 50% employer match about $58,950 at 4% or $39,300 at 6%; with 100% employer match about $44,213 at 4% or $29,475 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 5 | $114,115 | $17,685 | $3,537iApproximate average salary by contribution assumption: employee only about $88,425 at 4% or $58,950 at 6%; with 50% employer match about $58,950 at 4% or $39,300 at 6%; with 100% employer match about $44,213 at 4% or $29,475 at 6%. |
| 2004 | 1 | 6 | $92,669 | $20,781 | $3,464iApproximate average salary by contribution assumption: employee only about $86,588 at 4% or $57,725 at 6%; with 50% employer match about $57,725 at 4% or $38,483 at 6%; with 100% employer match about $43,294 at 4% or $28,863 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $92,669 | $20,781 | $3,464iApproximate average salary by contribution assumption: employee only about $86,588 at 4% or $57,725 at 6%; with 50% employer match about $57,725 at 4% or $38,483 at 6%; with 100% employer match about $43,294 at 4% or $28,863 at 6%. |
| 2003 | 1 | 6 | $67,908 | $18,800 | $3,133iApproximate average salary by contribution assumption: employee only about $78,333 at 4% or $52,222 at 6%; with 50% employer match about $52,222 at 4% or $34,815 at 6%; with 100% employer match about $39,167 at 4% or $26,111 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 6 | $67,908 | $18,800 | $3,133iApproximate average salary by contribution assumption: employee only about $78,333 at 4% or $52,222 at 6%; with 50% employer match about $52,222 at 4% or $34,815 at 6%; with 100% employer match about $39,167 at 4% or $26,111 at 6%. |
| 2002 | 1 | 5 | $41,111 | $18,393 | $3,679iApproximate average salary by contribution assumption: employee only about $91,965 at 4% or $61,310 at 6%; with 50% employer match about $61,310 at 4% or $40,873 at 6%; with 100% employer match about $45,983 at 4% or $30,655 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 5 | $41,111 | $18,393 | $3,679iApproximate average salary by contribution assumption: employee only about $91,965 at 4% or $61,310 at 6%; with 50% employer match about $61,310 at 4% or $40,873 at 6%; with 100% employer match about $45,983 at 4% or $30,655 at 6%. |
| 2001 | 1 | 5 | $31,929 | $14,311 | $2,862iApproximate average salary by contribution assumption: employee only about $71,555 at 4% or $47,703 at 6%; with 50% employer match about $47,703 at 4% or $31,802 at 6%; with 100% employer match about $35,778 at 4% or $23,852 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 5 | $31,929 | $14,311 | $2,862iApproximate average salary by contribution assumption: employee only about $71,555 at 4% or $47,703 at 6%; with 50% employer match about $47,703 at 4% or $31,802 at 6%; with 100% employer match about $35,778 at 4% or $23,852 at 6%. |
| 2000 | 1 | 3 | $20,607 | $10,532 | $3,511iApproximate average salary by contribution assumption: employee only about $87,767 at 4% or $58,511 at 6%; with 50% employer match about $58,511 at 4% or $39,007 at 6%; with 100% employer match about $43,883 at 4% or $29,256 at 6%. |
| Aegis Credit Union Basic 401(K) Plan and Trust | - | 3 | $20,607 | $10,532 | $3,511iApproximate average salary by contribution assumption: employee only about $87,767 at 4% or $58,511 at 6%; with 50% employer match about $58,511 at 4% or $39,007 at 6%; with 100% employer match about $43,883 at 4% or $29,256 at 6%. |