Cu Investment Solutions LLC
Plan context: Cu Investment Solutions 401(K) Plan
EIN 48-1061886 • Overland Park, KS • 41 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,427,871
2024 Contributions
$161,476
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 | 6 | $2,427,871 | $161,476 | $26,913iApproximate average salary by contribution assumption: employee only about $672,817 at 4% or $448,544 at 6%; with 50% employer match about $448,544 at 4% or $299,030 at 6%; with 100% employer match about $336,408 at 4% or $224,272 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 6 | $2,427,871 | $161,476 | $26,913iApproximate average salary by contribution assumption: employee only about $672,817 at 4% or $448,544 at 6%; with 50% employer match about $448,544 at 4% or $299,030 at 6%; with 100% employer match about $336,408 at 4% or $224,272 at 6%. |
| 2023 | 1 | 6 | $2,177,640 | $169,877 | $28,313iApproximate average salary by contribution assumption: employee only about $707,821 at 4% or $471,881 at 6%; with 50% employer match about $471,881 at 4% or $314,587 at 6%; with 100% employer match about $353,910 at 4% or $235,940 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 6 | $2,177,640 | $169,877 | $28,313iApproximate average salary by contribution assumption: employee only about $707,821 at 4% or $471,881 at 6%; with 50% employer match about $471,881 at 4% or $314,587 at 6%; with 100% employer match about $353,910 at 4% or $235,940 at 6%. |
| 2022 | 1 | 7 | $1,979,247 | $158,988 | $22,713iApproximate average salary by contribution assumption: employee only about $567,814 at 4% or $378,543 at 6%; with 50% employer match about $378,543 at 4% or $252,362 at 6%; with 100% employer match about $283,907 at 4% or $189,271 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 7 | $1,979,247 | $158,988 | $22,713iApproximate average salary by contribution assumption: employee only about $567,814 at 4% or $378,543 at 6%; with 50% employer match about $378,543 at 4% or $252,362 at 6%; with 100% employer match about $283,907 at 4% or $189,271 at 6%. |
| 2021 | 1 | 7 | $1,996,129 | $149,639 | $21,377iApproximate average salary by contribution assumption: employee only about $534,425 at 4% or $356,283 at 6%; with 50% employer match about $356,283 at 4% or $237,522 at 6%; with 100% employer match about $267,213 at 4% or $178,142 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 7 | $1,996,129 | $149,639 | $21,377iApproximate average salary by contribution assumption: employee only about $534,425 at 4% or $356,283 at 6%; with 50% employer match about $356,283 at 4% or $237,522 at 6%; with 100% employer match about $267,213 at 4% or $178,142 at 6%. |
| 2020 | 1 | 7 | $1,676,663 | $139,001 | $19,857iApproximate average salary by contribution assumption: employee only about $496,432 at 4% or $330,955 at 6%; with 50% employer match about $330,955 at 4% or $220,637 at 6%; with 100% employer match about $248,216 at 4% or $165,477 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 7 | $1,676,663 | $139,001 | $19,857iApproximate average salary by contribution assumption: employee only about $496,432 at 4% or $330,955 at 6%; with 50% employer match about $330,955 at 4% or $220,637 at 6%; with 100% employer match about $248,216 at 4% or $165,477 at 6%. |
| 2019 | 1 | 8 | $1,930,451 | $126,149 | $15,769iApproximate average salary by contribution assumption: employee only about $394,216 at 4% or $262,810 at 6%; with 50% employer match about $262,810 at 4% or $175,207 at 6%; with 100% employer match about $197,108 at 4% or $131,405 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 8 | $1,930,451 | $126,149 | $15,769iApproximate average salary by contribution assumption: employee only about $394,216 at 4% or $262,810 at 6%; with 50% employer match about $262,810 at 4% or $175,207 at 6%; with 100% employer match about $197,108 at 4% or $131,405 at 6%. |
| 2018 | 1 | 10 | $1,544,977 | $124,858 | $12,486iApproximate average salary by contribution assumption: employee only about $312,145 at 4% or $208,097 at 6%; with 50% employer match about $208,097 at 4% or $138,731 at 6%; with 100% employer match about $156,073 at 4% or $104,048 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 10 | $1,544,977 | $124,858 | $12,486iApproximate average salary by contribution assumption: employee only about $312,145 at 4% or $208,097 at 6%; with 50% employer match about $208,097 at 4% or $138,731 at 6%; with 100% employer match about $156,073 at 4% or $104,048 at 6%. |
| 2017 | 1 | 9 | $1,487,688 | $110,952 | $12,328iApproximate average salary by contribution assumption: employee only about $308,200 at 4% or $205,467 at 6%; with 50% employer match about $205,467 at 4% or $136,978 at 6%; with 100% employer match about $154,100 at 4% or $102,733 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 9 | $1,487,688 | $110,952 | $12,328iApproximate average salary by contribution assumption: employee only about $308,200 at 4% or $205,467 at 6%; with 50% employer match about $205,467 at 4% or $136,978 at 6%; with 100% employer match about $154,100 at 4% or $102,733 at 6%. |
| 2016 | 1 | 9 | $1,214,612 | $121,336 | $13,482iApproximate average salary by contribution assumption: employee only about $337,044 at 4% or $224,696 at 6%; with 50% employer match about $224,696 at 4% or $149,798 at 6%; with 100% employer match about $168,522 at 4% or $112,348 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 9 | $1,214,612 | $121,336 | $13,482iApproximate average salary by contribution assumption: employee only about $337,044 at 4% or $224,696 at 6%; with 50% employer match about $224,696 at 4% or $149,798 at 6%; with 100% employer match about $168,522 at 4% or $112,348 at 6%. |
| 2015 | 1 | 9 | $1,726,501 | $115,248 | $12,805iApproximate average salary by contribution assumption: employee only about $320,133 at 4% or $213,422 at 6%; with 50% employer match about $213,422 at 4% or $142,281 at 6%; with 100% employer match about $160,067 at 4% or $106,711 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 9 | $1,726,501 | $115,248 | $12,805iApproximate average salary by contribution assumption: employee only about $320,133 at 4% or $213,422 at 6%; with 50% employer match about $213,422 at 4% or $142,281 at 6%; with 100% employer match about $160,067 at 4% or $106,711 at 6%. |
| 2014 | 1 | 9 | $1,942,816 | $135,893 | $15,099iApproximate average salary by contribution assumption: employee only about $377,481 at 4% or $251,654 at 6%; with 50% employer match about $251,654 at 4% or $167,769 at 6%; with 100% employer match about $188,740 at 4% or $125,827 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 9 | $1,942,816 | $135,893 | $15,099iApproximate average salary by contribution assumption: employee only about $377,481 at 4% or $251,654 at 6%; with 50% employer match about $251,654 at 4% or $167,769 at 6%; with 100% employer match about $188,740 at 4% or $125,827 at 6%. |
| 2013 | 1 | 9 | $1,686,814 | $132,821 | $14,758iApproximate average salary by contribution assumption: employee only about $368,947 at 4% or $245,965 at 6%; with 50% employer match about $245,965 at 4% or $163,977 at 6%; with 100% employer match about $184,474 at 4% or $122,982 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 9 | $1,686,814 | $132,821 | $14,758iApproximate average salary by contribution assumption: employee only about $368,947 at 4% or $245,965 at 6%; with 50% employer match about $245,965 at 4% or $163,977 at 6%; with 100% employer match about $184,474 at 4% or $122,982 at 6%. |
| 2012 | 1 | 8 | $1,229,948 | $123,032 | $15,379iApproximate average salary by contribution assumption: employee only about $384,475 at 4% or $256,317 at 6%; with 50% employer match about $256,317 at 4% or $170,878 at 6%; with 100% employer match about $192,238 at 4% or $128,158 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 8 | $1,229,948 | $123,032 | $15,379iApproximate average salary by contribution assumption: employee only about $384,475 at 4% or $256,317 at 6%; with 50% employer match about $256,317 at 4% or $170,878 at 6%; with 100% employer match about $192,238 at 4% or $128,158 at 6%. |
| 2011 | 1 | 8 | $971,766 | $963,786 | $120,473iApproximate average salary by contribution assumption: employee only about $3,011,831 at 4% or $2,007,888 at 6%; with 50% employer match about $2,007,888 at 4% or $1,338,592 at 6%; with 100% employer match about $1,505,916 at 4% or $1,003,944 at 6%. |
| Cu Investment Solutions 401(K) Plan | - | 8 | $971,766 | $963,786 | $120,473iApproximate average salary by contribution assumption: employee only about $3,011,831 at 4% or $2,007,888 at 6%; with 50% employer match about $2,007,888 at 4% or $1,338,592 at 6%; with 100% employer match about $1,505,916 at 4% or $1,003,944 at 6%. |
| 2005 | 2 | 276 | $0 | $0 | - |
| U.S. CENTRAL CREDIT UNION GROUP DENTAL INSURANCE PLAN | - | 276 | - | - | - |
| U.S. Central Credit Union Group Vision Insurance Plan | - | 276 | - | - | - |
| 2004 | 5 | 277 | $0 | $0 | - |
| U.S. CENTRAL CREDIT UNION FLEXIBLE COMPENSATION PLAN | - | 108 | - | - | - |
| Group Life Insurance Plan | - | 8 | - | - | - |
| Long Term Disability Plan | - | 8 | - | - | - |
| U.S. CENTRAL CREDIT UNION GROUP DENTAL INSURANCE PLAN | - | 277 | - | - | - |
| U.S. Central Credit Union Group Vision Insurance Plan | - | 277 | - | - | - |
| 2003 | 4 | 249 | $0 | $0 | - |
| Group Life Insurance Plan | - | 7 | - | - | - |
| Long Term Disability Plan | - | 7 | - | - | - |
| US CENTRAL CREDIT UNION GROUP DENTAL INSURANCE PLAN | - | 249 | - | - | - |
| U.S. Central Credit Union Group Vision Insurance Plan | - | 222 | - | - | - |
| 2002 | 5 | 228 | $0 | $0 | - |
| Group Life Insurance Plan | - | 7 | - | - | - |
| Long Term Disability Plan | - | 7 | - | - | - |
| U.S. Central Credit Union Group Vision Insurance Plan | - | 185 | - | - | - |
| US CENTRAL CREDIT UNION GROUP DENTAL INSURANCE PLAN | - | 228 | - | - | - |
| Group Health Insurance Plan | - | 0 | - | - | - |
| 2001 | 5 | 234 | $0 | $0 | - |
| U.S. Central Credit Union Group Vision Insurance Plan | - | 207 | - | - | - |
| Long Term Disability Plan | - | 7 | - | - | - |
| Group Life Insurance Plan | - | 7 | - | - | - |
| Group Health Insurance Plan | - | 7 | - | - | - |
| US CENTRAL CREDIT UNION GROUP DENTAL INSURANCE PLAN | - | 234 | - | - | - |
| 2000 | 3 | 7 | $0 | $0 | - |
| Long Term Disability Plan | - | 6 | - | - | - |
| Group Life Insurance Plan | - | 6 | - | - | - |
| Group Health Insurance Plan | - | 7 | - | - | - |
| 1999 | 3 | 7 | $0 | $0 | - |
| Group Life Insurance Plan | - | 7 | - | - | - |
| Group Health Insurance Plan | - | 7 | - | - | - |
| Long Term Disability Plan | - | 7 | - | - | - |