Tree Capital Cu
Plan context: Tree Capital Credit Union 401K Plan and Trust
EIN 59-0950673 • Tallahassee, FL • 25 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
9
2011 Assets
$146,109
2011 Contributions
$34,563
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $34,563 | - |
| Tree Capital Credit Union 401K Plan and Trust | - | 0 | $0 | $34,563 | - |
| 2010 | 2 | 9 | $146,109 | $17,696 | $1,966iApproximate average salary by contribution assumption: employee only about $49,156 at 4% or $32,770 at 6%; with 50% employer match about $32,770 at 4% or $21,847 at 6%; with 100% employer match about $24,578 at 4% or $16,385 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 9 | $146,109 | $17,696 | $1,966iApproximate average salary by contribution assumption: employee only about $49,156 at 4% or $32,770 at 6%; with 50% employer match about $32,770 at 4% or $21,847 at 6%; with 100% employer match about $24,578 at 4% or $16,385 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 0 | $0 | $0 | - |
| 2009 | 2 | 9 | $267,501 | $55,418 | $6,158iApproximate average salary by contribution assumption: employee only about $153,939 at 4% or $102,626 at 6%; with 50% employer match about $102,626 at 4% or $68,417 at 6%; with 100% employer match about $76,969 at 4% or $51,313 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 9 | $146,430 | $39,798 | $4,422iApproximate average salary by contribution assumption: employee only about $110,550 at 4% or $73,700 at 6%; with 50% employer match about $73,700 at 4% or $49,133 at 6%; with 100% employer match about $55,275 at 4% or $36,850 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 9 | $121,071 | $15,620 | $1,736iApproximate average salary by contribution assumption: employee only about $43,389 at 4% or $28,926 at 6%; with 50% employer match about $28,926 at 4% or $19,284 at 6%; with 100% employer match about $21,694 at 4% or $14,463 at 6%. |
| 2008 | 2 | 6 | $206,907 | $37,192 | $6,199iApproximate average salary by contribution assumption: employee only about $154,967 at 4% or $103,311 at 6%; with 50% employer match about $103,311 at 4% or $68,874 at 6%; with 100% employer match about $77,483 at 4% or $51,656 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 6 | $113,668 | $21,224 | $3,537iApproximate average salary by contribution assumption: employee only about $88,433 at 4% or $58,956 at 6%; with 50% employer match about $58,956 at 4% or $39,304 at 6%; with 100% employer match about $44,217 at 4% or $29,478 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 6 | $93,239 | $15,968 | $2,661iApproximate average salary by contribution assumption: employee only about $66,533 at 4% or $44,356 at 6%; with 50% employer match about $44,356 at 4% or $29,570 at 6%; with 100% employer match about $33,267 at 4% or $22,178 at 6%. |
| 2007 | 2 | 7 | $0 | $0 | - |
| Tree Capital Credit Union 401K Plan and Trust | - | 7 | - | - | - |
| Tree Capital Cu Money Purchase Plan and Trust | - | 7 | - | - | - |
| 2006 | 2 | 6 | $155,384 | $37,482 | $6,247iApproximate average salary by contribution assumption: employee only about $156,175 at 4% or $104,117 at 6%; with 50% employer match about $104,117 at 4% or $69,411 at 6%; with 100% employer match about $78,088 at 4% or $52,058 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 6 | $87,325 | $19,741 | $3,290iApproximate average salary by contribution assumption: employee only about $82,254 at 4% or $54,836 at 6%; with 50% employer match about $54,836 at 4% or $36,557 at 6%; with 100% employer match about $41,127 at 4% or $27,418 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 6 | $68,059 | $17,741 | $2,957iApproximate average salary by contribution assumption: employee only about $73,921 at 4% or $49,281 at 6%; with 50% employer match about $49,281 at 4% or $32,854 at 6%; with 100% employer match about $36,960 at 4% or $24,640 at 6%. |
| 2005 | 2 | 6 | $105,536 | $27,784 | $4,631iApproximate average salary by contribution assumption: employee only about $115,767 at 4% or $77,178 at 6%; with 50% employer match about $77,178 at 4% or $51,452 at 6%; with 100% employer match about $57,883 at 4% or $38,589 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 6 | $60,017 | $14,087 | $2,348iApproximate average salary by contribution assumption: employee only about $58,696 at 4% or $39,131 at 6%; with 50% employer match about $39,131 at 4% or $26,087 at 6%; with 100% employer match about $29,348 at 4% or $19,565 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 6 | $45,519 | $13,697 | $2,283iApproximate average salary by contribution assumption: employee only about $57,071 at 4% or $38,047 at 6%; with 50% employer match about $38,047 at 4% or $25,365 at 6%; with 100% employer match about $28,535 at 4% or $19,024 at 6%. |
| 2004 | 2 | 5 | $148,549 | $20,571 | $4,114iApproximate average salary by contribution assumption: employee only about $102,855 at 4% or $68,570 at 6%; with 50% employer match about $68,570 at 4% or $45,713 at 6%; with 100% employer match about $51,428 at 4% or $34,285 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 5 | $74,997 | $11,324 | $2,265iApproximate average salary by contribution assumption: employee only about $56,620 at 4% or $37,747 at 6%; with 50% employer match about $37,747 at 4% or $25,164 at 6%; with 100% employer match about $28,310 at 4% or $18,873 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 5 | $73,552 | $9,247 | $1,849iApproximate average salary by contribution assumption: employee only about $46,235 at 4% or $30,823 at 6%; with 50% employer match about $30,823 at 4% or $20,549 at 6%; with 100% employer match about $23,118 at 4% or $15,412 at 6%. |
| 2003 | 2 | 8 | $180,386 | $30,175 | $3,772iApproximate average salary by contribution assumption: employee only about $94,297 at 4% or $62,865 at 6%; with 50% employer match about $62,865 at 4% or $41,910 at 6%; with 100% employer match about $47,148 at 4% or $31,432 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 8 | $92,997 | $18,359 | $2,295iApproximate average salary by contribution assumption: employee only about $57,372 at 4% or $38,248 at 6%; with 50% employer match about $38,248 at 4% or $25,499 at 6%; with 100% employer match about $28,686 at 4% or $19,124 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 8 | $87,389 | $11,816 | $1,477iApproximate average salary by contribution assumption: employee only about $36,925 at 4% or $24,617 at 6%; with 50% employer match about $24,617 at 4% or $16,411 at 6%; with 100% employer match about $18,463 at 4% or $12,308 at 6%. |
| 2002 | 2 | 7 | $138,087 | $29,805 | $4,258iApproximate average salary by contribution assumption: employee only about $106,446 at 4% or $70,964 at 6%; with 50% employer match about $70,964 at 4% or $47,310 at 6%; with 100% employer match about $53,223 at 4% or $35,482 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 7 | $70,161 | $17,933 | $2,562iApproximate average salary by contribution assumption: employee only about $64,046 at 4% or $42,698 at 6%; with 50% employer match about $42,698 at 4% or $28,465 at 6%; with 100% employer match about $32,023 at 4% or $21,349 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 7 | $67,926 | $11,872 | $1,696iApproximate average salary by contribution assumption: employee only about $42,400 at 4% or $28,267 at 6%; with 50% employer match about $28,267 at 4% or $18,844 at 6%; with 100% employer match about $21,200 at 4% or $14,133 at 6%. |
| 2001 | 2 | 8 | $120,893 | $26,813 | $3,352iApproximate average salary by contribution assumption: employee only about $83,791 at 4% or $55,860 at 6%; with 50% employer match about $55,860 at 4% or $37,240 at 6%; with 100% employer match about $41,895 at 4% or $27,930 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 8 | $63,396 | $10,718 | $1,340iApproximate average salary by contribution assumption: employee only about $33,494 at 4% or $22,329 at 6%; with 50% employer match about $22,329 at 4% or $14,886 at 6%; with 100% employer match about $16,747 at 4% or $11,165 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 8 | $57,497 | $16,095 | $2,012iApproximate average salary by contribution assumption: employee only about $50,297 at 4% or $33,531 at 6%; with 50% employer match about $33,531 at 4% or $22,354 at 6%; with 100% employer match about $25,148 at 4% or $16,766 at 6%. |
| 2000 | 2 | 7 | $96,752 | $25,399 | $3,628iApproximate average salary by contribution assumption: employee only about $90,711 at 4% or $60,474 at 6%; with 50% employer match about $60,474 at 4% or $40,316 at 6%; with 100% employer match about $45,355 at 4% or $30,237 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 7 | $54,692 | $10,478 | $1,497iApproximate average salary by contribution assumption: employee only about $37,421 at 4% or $24,948 at 6%; with 50% employer match about $24,948 at 4% or $16,632 at 6%; with 100% employer match about $18,711 at 4% or $12,474 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 7 | $42,060 | $14,921 | $2,132iApproximate average salary by contribution assumption: employee only about $53,289 at 4% or $35,526 at 6%; with 50% employer match about $35,526 at 4% or $23,684 at 6%; with 100% employer match about $26,645 at 4% or $17,763 at 6%. |
| 1999 | 2 | 6 | $70,899 | $51,623 | $8,604iApproximate average salary by contribution assumption: employee only about $215,096 at 4% or $143,397 at 6%; with 50% employer match about $143,397 at 4% or $95,598 at 6%; with 100% employer match about $107,548 at 4% or $71,699 at 6%. |
| Tree Capital Credit Union 401K Plan and Trust | - | 6 | $43,938 | $39,864 | $6,644iApproximate average salary by contribution assumption: employee only about $166,100 at 4% or $110,733 at 6%; with 50% employer match about $110,733 at 4% or $73,822 at 6%; with 100% employer match about $83,050 at 4% or $55,367 at 6%. |
| Tree Capital Cu Money Purchase Plan and Trust | - | 6 | $26,961 | $11,759 | $1,960iApproximate average salary by contribution assumption: employee only about $48,996 at 4% or $32,664 at 6%; with 50% employer match about $32,664 at 4% or $21,776 at 6%; with 100% employer match about $24,498 at 4% or $16,332 at 6%. |