Civic Intelligence

Goetz Credit Union

Plan context: Goetz Credit Union Defined Benefit Plan and Trust

EIN 44-0261775 • Saint Joseph, MO • 49 filings • 3 plans

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1905 Howard StSaint Joseph, MO 64501
Current Snapshot

Latest Year

2023

2023 Participants

18

2023 Assets

$1,852,743

2023 Contributions

$156,870

Historical Graphs

Total Assets Over Time

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

$1,852,743$926,372$0199920142023YearValue
$1,852,743Latest year 2023

Participants Over Time

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

1890199920112023YearValue
18Latest year 2023

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
2023218$1,852,743$156,870$8,715iApproximate average salary by contribution assumption: employee only about $217,875 at 4% or $145,250 at 6%; with 50% employer match about $145,250 at 4% or $96,833 at 6%; with 100% employer match about $108,938 at 4% or $72,625 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-18$1,744,749$138,865$7,715iApproximate average salary by contribution assumption: employee only about $192,868 at 4% or $128,579 at 6%; with 50% employer match about $128,579 at 4% or $85,719 at 6%; with 100% employer match about $96,434 at 4% or $64,289 at 6%.
Goetz Credit Union 401K Plan and Trust-12$107,994$18,005$1,500iApproximate average salary by contribution assumption: employee only about $37,510 at 4% or $25,007 at 6%; with 50% employer match about $25,007 at 4% or $16,671 at 6%; with 100% employer match about $18,755 at 4% or $12,503 at 6%.
2022218$1,666,980$164,752$9,153iApproximate average salary by contribution assumption: employee only about $228,822 at 4% or $152,548 at 6%; with 50% employer match about $152,548 at 4% or $101,699 at 6%; with 100% employer match about $114,411 at 4% or $76,274 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-18$1,589,700$150,402$8,356iApproximate average salary by contribution assumption: employee only about $208,892 at 4% or $139,261 at 6%; with 50% employer match about $139,261 at 4% or $92,841 at 6%; with 100% employer match about $104,446 at 4% or $69,631 at 6%.
Goetz Credit Union 401K Plan and Trust-12$77,280$14,350$1,196iApproximate average salary by contribution assumption: employee only about $29,896 at 4% or $19,931 at 6%; with 50% employer match about $19,931 at 4% or $13,287 at 6%; with 100% employer match about $14,948 at 4% or $9,965 at 6%.
2021217$1,487,492$427,805$25,165iApproximate average salary by contribution assumption: employee only about $629,125 at 4% or $419,417 at 6%; with 50% employer match about $419,417 at 4% or $279,611 at 6%; with 100% employer match about $314,563 at 4% or $209,708 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-17$1,426,244$416,435$24,496iApproximate average salary by contribution assumption: employee only about $612,404 at 4% or $408,270 at 6%; with 50% employer match about $408,270 at 4% or $272,180 at 6%; with 100% employer match about $306,202 at 4% or $204,135 at 6%.
Goetz Credit Union 401K Plan and Trust-8$61,248$11,370$1,421iApproximate average salary by contribution assumption: employee only about $35,531 at 4% or $23,688 at 6%; with 50% employer match about $23,688 at 4% or $15,792 at 6%; with 100% employer match about $17,766 at 4% or $11,844 at 6%.
2020215$1,062,482$242,811$16,187iApproximate average salary by contribution assumption: employee only about $404,685 at 4% or $269,790 at 6%; with 50% employer match about $269,790 at 4% or $179,860 at 6%; with 100% employer match about $202,343 at 4% or $134,895 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-15$1,008,094$233,241$15,549iApproximate average salary by contribution assumption: employee only about $388,735 at 4% or $259,157 at 6%; with 50% employer match about $259,157 at 4% or $172,771 at 6%; with 100% employer match about $194,368 at 4% or $129,578 at 6%.
Goetz Credit Union 401K Plan and Trust-8$54,388$9,570$1,196iApproximate average salary by contribution assumption: employee only about $29,906 at 4% or $19,938 at 6%; with 50% employer match about $19,938 at 4% or $13,292 at 6%; with 100% employer match about $14,953 at 4% or $9,969 at 6%.
2019212$817,215$164,581$13,715iApproximate average salary by contribution assumption: employee only about $342,877 at 4% or $228,585 at 6%; with 50% employer match about $228,585 at 4% or $152,390 at 6%; with 100% employer match about $171,439 at 4% or $114,292 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-12$776,436$156,282$13,024iApproximate average salary by contribution assumption: employee only about $325,588 at 4% or $217,058 at 6%; with 50% employer match about $217,058 at 4% or $144,706 at 6%; with 100% employer match about $162,794 at 4% or $108,529 at 6%.
Goetz Credit Union 401K Plan and Trust-7$40,779$8,299$1,186iApproximate average salary by contribution assumption: employee only about $29,639 at 4% or $19,760 at 6%; with 50% employer match about $19,760 at 4% or $13,173 at 6%; with 100% employer match about $14,820 at 4% or $9,880 at 6%.
2018213$810,773$102,634$7,895iApproximate average salary by contribution assumption: employee only about $197,373 at 4% or $131,582 at 6%; with 50% employer match about $131,582 at 4% or $87,721 at 6%; with 100% employer match about $98,687 at 4% or $65,791 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-13$776,583$91,359$7,028iApproximate average salary by contribution assumption: employee only about $175,690 at 4% or $117,127 at 6%; with 50% employer match about $117,127 at 4% or $78,085 at 6%; with 100% employer match about $87,845 at 4% or $58,563 at 6%.
Goetz Credit Union 401K Plan and Trust-8$34,190$11,275$1,409iApproximate average salary by contribution assumption: employee only about $35,234 at 4% or $23,490 at 6%; with 50% employer match about $23,490 at 4% or $15,660 at 6%; with 100% employer match about $17,617 at 4% or $11,745 at 6%.
2017213$704,662$184,660$14,205iApproximate average salary by contribution assumption: employee only about $355,115 at 4% or $236,744 at 6%; with 50% employer match about $236,744 at 4% or $157,829 at 6%; with 100% employer match about $177,558 at 4% or $118,372 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-13$684,834$178,335$13,718iApproximate average salary by contribution assumption: employee only about $342,952 at 4% or $228,635 at 6%; with 50% employer match about $228,635 at 4% or $152,423 at 6%; with 100% employer match about $171,476 at 4% or $114,317 at 6%.
Goetz Credit Union 401K Plan and Trust-7$19,828$6,325$904iApproximate average salary by contribution assumption: employee only about $22,589 at 4% or $15,060 at 6%; with 50% employer match about $15,060 at 4% or $10,040 at 6%; with 100% employer match about $11,295 at 4% or $7,530 at 6%.
2016214$522,649$7,560$540iApproximate average salary by contribution assumption: employee only about $13,500 at 4% or $9,000 at 6%; with 50% employer match about $9,000 at 4% or $6,000 at 6%; with 100% employer match about $6,750 at 4% or $4,500 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-14$509,307$0-
Goetz Credit Union 401K Plan and Trust-7$13,342$7,560$1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%.
2015212$523,392$96,580$8,048iApproximate average salary by contribution assumption: employee only about $201,208 at 4% or $134,139 at 6%; with 50% employer match about $134,139 at 4% or $89,426 at 6%; with 100% employer match about $100,604 at 4% or $67,069 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-12$518,901$96,580$8,048iApproximate average salary by contribution assumption: employee only about $201,208 at 4% or $134,139 at 6%; with 50% employer match about $134,139 at 4% or $89,426 at 6%; with 100% employer match about $100,604 at 4% or $67,069 at 6%.
Goetz Credit Union 401K Plan and Trust-1$4,491--
2014212$448,944$32,484$2,707iApproximate average salary by contribution assumption: employee only about $67,675 at 4% or $45,117 at 6%; with 50% employer match about $45,117 at 4% or $30,078 at 6%; with 100% employer match about $33,838 at 4% or $22,558 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-12$444,709$32,484$2,707iApproximate average salary by contribution assumption: employee only about $67,675 at 4% or $45,117 at 6%; with 50% employer match about $45,117 at 4% or $30,078 at 6%; with 100% employer match about $33,838 at 4% or $22,558 at 6%.
Goetz Credit Union 401K Plan and Trust-1$4,235--
2013212$438,443$0-
Goetz Credit Union Defined Benefit Plan and Trust-12$434,303$0-
Goetz Credit Union 401K Plan and Trust-1$4,140--
2012211$459,272$126,692$11,517iApproximate average salary by contribution assumption: employee only about $287,936 at 4% or $191,958 at 6%; with 50% employer match about $191,958 at 4% or $127,972 at 6%; with 100% employer match about $143,968 at 4% or $95,979 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-11$455,594$126,692$11,517iApproximate average salary by contribution assumption: employee only about $287,936 at 4% or $191,958 at 6%; with 50% employer match about $191,958 at 4% or $127,972 at 6%; with 100% employer match about $143,968 at 4% or $95,979 at 6%.
Goetz Credit Union 401K Plan and Trust-1$3,678--
2011211$352,237$15,460$1,405iApproximate average salary by contribution assumption: employee only about $35,136 at 4% or $23,424 at 6%; with 50% employer match about $23,424 at 4% or $15,616 at 6%; with 100% employer match about $17,568 at 4% or $11,712 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-11$349,313$15,460$1,405iApproximate average salary by contribution assumption: employee only about $35,136 at 4% or $23,424 at 6%; with 50% employer match about $23,424 at 4% or $15,616 at 6%; with 100% employer match about $17,568 at 4% or $11,712 at 6%.
Goetz Credit Union 401K Plan and Trust-1$2,924--
201029$356,731$32,671$3,630iApproximate average salary by contribution assumption: employee only about $90,753 at 4% or $60,502 at 6%; with 50% employer match about $60,502 at 4% or $40,335 at 6%; with 100% employer match about $45,376 at 4% or $30,251 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-9$354,133$32,671$3,630iApproximate average salary by contribution assumption: employee only about $90,753 at 4% or $60,502 at 6%; with 50% employer match about $60,502 at 4% or $40,335 at 6%; with 100% employer match about $45,376 at 4% or $30,251 at 6%.
Goetz Credit Union 401K Plan and Trust-1$2,598--
200929$342,557$13,947$1,550iApproximate average salary by contribution assumption: employee only about $38,742 at 4% or $25,828 at 6%; with 50% employer match about $25,828 at 4% or $17,219 at 6%; with 100% employer match about $19,371 at 4% or $12,914 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-9$340,139$13,947$1,550iApproximate average salary by contribution assumption: employee only about $38,742 at 4% or $25,828 at 6%; with 50% employer match about $25,828 at 4% or $17,219 at 6%; with 100% employer match about $19,371 at 4% or $12,914 at 6%.
Goetz Credit Union 401K Plan and Trust-1$2,418--
2008210$0$0-
Goetz Credit Union 401K Plan and Trust-10---
Goetz Credit Union Defined Benefit Plan and Trust-9---
2007211$0$0-
Goetz Credit Union 401K Plan and Trust-11---
Goetz Credit Union Defined Benefit Plan and Trust-8---
200629$349,992$36,201$4,022iApproximate average salary by contribution assumption: employee only about $100,558 at 4% or $67,039 at 6%; with 50% employer match about $67,039 at 4% or $44,693 at 6%; with 100% employer match about $50,279 at 4% or $33,519 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-8$345,474$35,701$4,463iApproximate average salary by contribution assumption: employee only about $111,566 at 4% or $74,377 at 6%; with 50% employer match about $74,377 at 4% or $49,585 at 6%; with 100% employer match about $55,783 at 4% or $37,189 at 6%.
Goetz Credit Union 401K Plan and Trust-9$4,518$500$56iApproximate average salary by contribution assumption: employee only about $1,389 at 4% or $926 at 6%; with 50% employer match about $926 at 4% or $617 at 6%; with 100% employer match about $694 at 4% or $463 at 6%.
2005110$26,278$2,388$239iApproximate average salary by contribution assumption: employee only about $5,970 at 4% or $3,980 at 6%; with 50% employer match about $3,980 at 4% or $2,653 at 6%; with 100% employer match about $2,985 at 4% or $1,990 at 6%.
Goetz Credit Union 401K Plan and Trust-10$26,278$2,388$239iApproximate average salary by contribution assumption: employee only about $5,970 at 4% or $3,980 at 6%; with 50% employer match about $3,980 at 4% or $2,653 at 6%; with 100% employer match about $2,985 at 4% or $1,990 at 6%.
200429$217,203$2,855$317iApproximate average salary by contribution assumption: employee only about $7,931 at 4% or $5,287 at 6%; with 50% employer match about $5,287 at 4% or $3,525 at 6%; with 100% employer match about $3,965 at 4% or $2,644 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-7$195,952--
Goetz Credit Union 401K Plan and Trust-9$21,251$2,855$317iApproximate average salary by contribution assumption: employee only about $7,931 at 4% or $5,287 at 6%; with 50% employer match about $5,287 at 4% or $3,525 at 6%; with 100% employer match about $3,965 at 4% or $2,644 at 6%.
2003210$407,324$74,140$7,414iApproximate average salary by contribution assumption: employee only about $185,350 at 4% or $123,567 at 6%; with 50% employer match about $123,567 at 4% or $82,378 at 6%; with 100% employer match about $92,675 at 4% or $61,783 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-9$342,180$64,788$7,199iApproximate average salary by contribution assumption: employee only about $179,967 at 4% or $119,978 at 6%; with 50% employer match about $119,978 at 4% or $79,985 at 6%; with 100% employer match about $89,983 at 4% or $59,989 at 6%.
Goetz Credit Union 401K Plan and Trust-10$65,144$9,352$935iApproximate average salary by contribution assumption: employee only about $23,380 at 4% or $15,587 at 6%; with 50% employer match about $15,587 at 4% or $10,391 at 6%; with 100% employer match about $11,690 at 4% or $7,793 at 6%.
2002211$0$0-
Goetz Credit Union 401K Plan and Trust-11---
Goetz Credit Union Defined Benefit Plan and Trust-10---
2001210$0$0-
Goetz Credit Union 401K Plan and Trust-10---
Goetz Credit Union Defined Benefit Plan and Trust-9---
2000210$0$0-
Goetz Credit Union Defined Benefit Plan and Trust-9---
Goetz Credit Union 401K Plan and Trust-10---
199929$246,550$28,945$3,216iApproximate average salary by contribution assumption: employee only about $80,403 at 4% or $53,602 at 6%; with 50% employer match about $53,602 at 4% or $35,735 at 6%; with 100% employer match about $40,201 at 4% or $26,801 at 6%.
Goetz Credit Union Defined Benefit Plan and Trust-8$219,029$20,280$2,535iApproximate average salary by contribution assumption: employee only about $63,375 at 4% or $42,250 at 6%; with 50% employer match about $42,250 at 4% or $28,167 at 6%; with 100% employer match about $31,688 at 4% or $21,125 at 6%.
Goetz Credit Union 401K Plan and Trust-9$27,521$8,665$963iApproximate average salary by contribution assumption: employee only about $24,069 at 4% or $16,046 at 6%; with 50% employer match about $16,046 at 4% or $10,698 at 6%; with 100% employer match about $12,035 at 4% or $8,023 at 6%.