School Workers Federal Credit Union
Plan context: First Legacy Community Credit Union Capital Accumulation Plan
EIN 56-0558528 • Charlotte, NC • 24 filings • 6 plans
Current Snapshot
Latest Year
2020
2020 Participants
11
2020 Assets
$110,133
2020 Contributions
$26,958
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 11 | $110,133 | $26,958 | $2,451iApproximate average salary by contribution assumption: employee only about $61,268 at 4% or $40,845 at 6%; with 50% employer match about $40,845 at 4% or $27,230 at 6%; with 100% employer match about $30,634 at 4% or $20,423 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 11 | $110,133 | $26,958 | $2,451iApproximate average salary by contribution assumption: employee only about $61,268 at 4% or $40,845 at 6%; with 50% employer match about $40,845 at 4% or $27,230 at 6%; with 100% employer match about $30,634 at 4% or $20,423 at 6%. |
| 2018 | 1 | 11 | $105,609 | $27,442 | $2,495iApproximate average salary by contribution assumption: employee only about $62,368 at 4% or $41,579 at 6%; with 50% employer match about $41,579 at 4% or $27,719 at 6%; with 100% employer match about $31,184 at 4% or $20,789 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 11 | $105,609 | $27,442 | $2,495iApproximate average salary by contribution assumption: employee only about $62,368 at 4% or $41,579 at 6%; with 50% employer match about $41,579 at 4% or $27,719 at 6%; with 100% employer match about $31,184 at 4% or $20,789 at 6%. |
| 2017 | 1 | 14 | $123,369 | $14,853 | $1,061iApproximate average salary by contribution assumption: employee only about $26,523 at 4% or $17,682 at 6%; with 50% employer match about $17,682 at 4% or $11,788 at 6%; with 100% employer match about $13,262 at 4% or $8,841 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 14 | $123,369 | $14,853 | $1,061iApproximate average salary by contribution assumption: employee only about $26,523 at 4% or $17,682 at 6%; with 50% employer match about $17,682 at 4% or $11,788 at 6%; with 100% employer match about $13,262 at 4% or $8,841 at 6%. |
| 2016 | 1 | 13 | $192,930 | $5,414 | $416iApproximate average salary by contribution assumption: employee only about $10,412 at 4% or $6,941 at 6%; with 50% employer match about $6,941 at 4% or $4,627 at 6%; with 100% employer match about $5,206 at 4% or $3,471 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 13 | $192,930 | $5,414 | $416iApproximate average salary by contribution assumption: employee only about $10,412 at 4% or $6,941 at 6%; with 50% employer match about $6,941 at 4% or $4,627 at 6%; with 100% employer match about $5,206 at 4% or $3,471 at 6%. |
| 2015 | 1 | 22 | $472,126 | $12,659 | $575iApproximate average salary by contribution assumption: employee only about $14,385 at 4% or $9,590 at 6%; with 50% employer match about $9,590 at 4% or $6,393 at 6%; with 100% employer match about $7,193 at 4% or $4,795 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 22 | $472,126 | $12,659 | $575iApproximate average salary by contribution assumption: employee only about $14,385 at 4% or $9,590 at 6%; with 50% employer match about $9,590 at 4% or $6,393 at 6%; with 100% employer match about $7,193 at 4% or $4,795 at 6%. |
| 2014 | 1 | 22 | $604,421 | $14,026 | $638iApproximate average salary by contribution assumption: employee only about $15,939 at 4% or $10,626 at 6%; with 50% employer match about $10,626 at 4% or $7,084 at 6%; with 100% employer match about $7,969 at 4% or $5,313 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 22 | $604,421 | $14,026 | $638iApproximate average salary by contribution assumption: employee only about $15,939 at 4% or $10,626 at 6%; with 50% employer match about $10,626 at 4% or $7,084 at 6%; with 100% employer match about $7,969 at 4% or $5,313 at 6%. |
| 2013 | 1 | 30 | $645,001 | $19,324 | $644iApproximate average salary by contribution assumption: employee only about $16,103 at 4% or $10,736 at 6%; with 50% employer match about $10,736 at 4% or $7,157 at 6%; with 100% employer match about $8,052 at 4% or $5,368 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 30 | $645,001 | $19,324 | $644iApproximate average salary by contribution assumption: employee only about $16,103 at 4% or $10,736 at 6%; with 50% employer match about $10,736 at 4% or $7,157 at 6%; with 100% employer match about $8,052 at 4% or $5,368 at 6%. |
| 2012 | 1 | 30 | $629,923 | $79,347 | $2,645iApproximate average salary by contribution assumption: employee only about $66,123 at 4% or $44,082 at 6%; with 50% employer match about $44,082 at 4% or $29,388 at 6%; with 100% employer match about $33,061 at 4% or $22,041 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 30 | $629,923 | $79,347 | $2,645iApproximate average salary by contribution assumption: employee only about $66,123 at 4% or $44,082 at 6%; with 50% employer match about $44,082 at 4% or $29,388 at 6%; with 100% employer match about $33,061 at 4% or $22,041 at 6%. |
| 2011 | 2 | 31 | $790,523 | $42,205 | $1,361iApproximate average salary by contribution assumption: employee only about $34,036 at 4% or $22,691 at 6%; with 50% employer match about $22,691 at 4% or $15,127 at 6%; with 100% employer match about $17,018 at 4% or $11,345 at 6%. |
| First Legacy Community Credit Union Capital Accumulation Plan | - | 31 | $790,523 | $42,205 | $1,361iApproximate average salary by contribution assumption: employee only about $34,036 at 4% or $22,691 at 6%; with 50% employer match about $22,691 at 4% or $15,127 at 6%; with 100% employer match about $17,018 at 4% or $11,345 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 0 | $0 | $0 | - |
| 2010 | 2 | 21 | $789,652 | $110,804 | $5,276iApproximate average salary by contribution assumption: employee only about $131,910 at 4% or $87,940 at 6%; with 50% employer match about $87,940 at 4% or $58,626 at 6%; with 100% employer match about $65,955 at 4% or $43,970 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 21 | $774,949 | $106,965 | $5,094iApproximate average salary by contribution assumption: employee only about $127,339 at 4% or $84,893 at 6%; with 50% employer match about $84,893 at 4% or $56,595 at 6%; with 100% employer match about $63,670 at 4% or $42,446 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 12 | $14,703 | $3,839 | $320iApproximate average salary by contribution assumption: employee only about $7,998 at 4% or $5,332 at 6%; with 50% employer match about $5,332 at 4% or $3,555 at 6%; with 100% employer match about $3,999 at 4% or $2,666 at 6%. |
| 2009 | 1 | 22 | $742,483 | $171,724 | $7,806iApproximate average salary by contribution assumption: employee only about $195,141 at 4% or $130,094 at 6%; with 50% employer match about $130,094 at 4% or $86,729 at 6%; with 100% employer match about $97,570 at 4% or $65,047 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 22 | $742,483 | $171,724 | $7,806iApproximate average salary by contribution assumption: employee only about $195,141 at 4% or $130,094 at 6%; with 50% employer match about $130,094 at 4% or $86,729 at 6%; with 100% employer match about $97,570 at 4% or $65,047 at 6%. |
| 2008 | 1 | 14 | $634,477 | $59,850 | $4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 14 | $634,477 | $59,850 | $4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 15 | - | - | - |
| 2006 | 1 | 13 | $482,565 | $58,292 | $4,484iApproximate average salary by contribution assumption: employee only about $112,100 at 4% or $74,733 at 6%; with 50% employer match about $74,733 at 4% or $49,822 at 6%; with 100% employer match about $56,050 at 4% or $37,367 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 13 | $482,565 | $58,292 | $4,484iApproximate average salary by contribution assumption: employee only about $112,100 at 4% or $74,733 at 6%; with 50% employer match about $74,733 at 4% or $49,822 at 6%; with 100% employer match about $56,050 at 4% or $37,367 at 6%. |
| 2005 | 1 | 13 | $412,862 | $44,485 | $3,422iApproximate average salary by contribution assumption: employee only about $85,548 at 4% or $57,032 at 6%; with 50% employer match about $57,032 at 4% or $38,021 at 6%; with 100% employer match about $42,774 at 4% or $28,516 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 13 | $412,862 | $44,485 | $3,422iApproximate average salary by contribution assumption: employee only about $85,548 at 4% or $57,032 at 6%; with 50% employer match about $57,032 at 4% or $38,021 at 6%; with 100% employer match about $42,774 at 4% or $28,516 at 6%. |
| 2004 | 1 | 15 | $356,265 | $24,599 | $1,640iApproximate average salary by contribution assumption: employee only about $40,998 at 4% or $27,332 at 6%; with 50% employer match about $27,332 at 4% or $18,221 at 6%; with 100% employer match about $20,499 at 4% or $13,666 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 15 | $356,265 | $24,599 | $1,640iApproximate average salary by contribution assumption: employee only about $40,998 at 4% or $27,332 at 6%; with 50% employer match about $27,332 at 4% or $18,221 at 6%; with 100% employer match about $20,499 at 4% or $13,666 at 6%. |
| 2003 | 1 | 12 | $319,435 | $47,441 | $3,953iApproximate average salary by contribution assumption: employee only about $98,835 at 4% or $65,890 at 6%; with 50% employer match about $65,890 at 4% or $43,927 at 6%; with 100% employer match about $49,418 at 4% or $32,945 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 12 | $319,435 | $47,441 | $3,953iApproximate average salary by contribution assumption: employee only about $98,835 at 4% or $65,890 at 6%; with 50% employer match about $65,890 at 4% or $43,927 at 6%; with 100% employer match about $49,418 at 4% or $32,945 at 6%. |
| 2002 | 1 | 8 | $261,270 | $38,346 | $4,793iApproximate average salary by contribution assumption: employee only about $119,831 at 4% or $79,888 at 6%; with 50% employer match about $79,888 at 4% or $53,258 at 6%; with 100% employer match about $59,916 at 4% or $39,944 at 6%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 8 | $261,270 | $38,346 | $4,793iApproximate average salary by contribution assumption: employee only about $119,831 at 4% or $79,888 at 6%; with 50% employer match about $79,888 at 4% or $53,258 at 6%; with 100% employer match about $59,916 at 4% or $39,944 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 6 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 5 | - | - | - |
| 1999 | 1 | 6 | $151,147 | $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%. |
| School Workers Federal Credit Union Money Purchase Plan and Trust | - | 6 | $151,147 | $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%. |