Happy Valley Credit Union Inc.
Plan context: Happy Valley Credit Union Employees 401(K) Plan
EIN 62-0225612 • Elizabethton, TN • 24 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$55,997
2024 Contributions
$7,132
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 | 3 | $55,997 | $7,132 | $2,377iApproximate average salary by contribution assumption: employee only about $59,433 at 4% or $39,622 at 6%; with 50% employer match about $39,622 at 4% or $26,415 at 6%; with 100% employer match about $29,717 at 4% or $19,811 at 6%. |
| Happy Valley Credit Union Employees 401(K) Plan | - | 3 | $55,997 | $7,132 | $2,377iApproximate average salary by contribution assumption: employee only about $59,433 at 4% or $39,622 at 6%; with 50% employer match about $39,622 at 4% or $26,415 at 6%; with 100% employer match about $29,717 at 4% or $19,811 at 6%. |
| 2023 | 1 | 4 | $54,018 | $10,220 | $2,555iApproximate average salary by contribution assumption: employee only about $63,875 at 4% or $42,583 at 6%; with 50% employer match about $42,583 at 4% or $28,389 at 6%; with 100% employer match about $31,938 at 4% or $21,292 at 6%. |
| Happy Valley Credit Union Employees 401(K) Plan | - | 4 | $54,018 | $10,220 | $2,555iApproximate average salary by contribution assumption: employee only about $63,875 at 4% or $42,583 at 6%; with 50% employer match about $42,583 at 4% or $28,389 at 6%; with 100% employer match about $31,938 at 4% or $21,292 at 6%. |
| 2022 | 1 | 5 | $37,878 | $11,525 | $2,305iApproximate average salary by contribution assumption: employee only about $57,625 at 4% or $38,417 at 6%; with 50% employer match about $38,417 at 4% or $25,611 at 6%; with 100% employer match about $28,813 at 4% or $19,208 at 6%. |
| Happy Valley Credit Union Employees 401(K) Plan | - | 5 | $37,878 | $11,525 | $2,305iApproximate average salary by contribution assumption: employee only about $57,625 at 4% or $38,417 at 6%; with 50% employer match about $38,417 at 4% or $25,611 at 6%; with 100% employer match about $28,813 at 4% or $19,208 at 6%. |
| 2021 | 1 | 6 | $41,254 | $17,729 | $2,955iApproximate average salary by contribution assumption: employee only about $73,871 at 4% or $49,247 at 6%; with 50% employer match about $49,247 at 4% or $32,831 at 6%; with 100% employer match about $36,935 at 4% or $24,624 at 6%. |
| Happy Valley Credit Union Employees 401(K) Plan | - | 6 | $41,254 | $17,729 | $2,955iApproximate average salary by contribution assumption: employee only about $73,871 at 4% or $49,247 at 6%; with 50% employer match about $49,247 at 4% or $32,831 at 6%; with 100% employer match about $36,935 at 4% or $24,624 at 6%. |
| 2020 | 1 | 8 | $33,153 | $24,221 | $3,028iApproximate average salary by contribution assumption: employee only about $75,691 at 4% or $50,460 at 6%; with 50% employer match about $50,460 at 4% or $33,640 at 6%; with 100% employer match about $37,845 at 4% or $25,230 at 6%. |
| Happy Valley Credit Union Employees 401(K) Plan | - | 8 | $33,153 | $24,221 | $3,028iApproximate average salary by contribution assumption: employee only about $75,691 at 4% or $50,460 at 6%; with 50% employer match about $50,460 at 4% or $33,640 at 6%; with 100% employer match about $37,845 at 4% or $25,230 at 6%. |
| 2019 | 1 | 9 | $15,942 | $15,249 | $1,694iApproximate average salary by contribution assumption: employee only about $42,358 at 4% or $28,239 at 6%; with 50% employer match about $28,239 at 4% or $18,826 at 6%; with 100% employer match about $21,179 at 4% or $14,119 at 6%. |
| Happy Valley Credit Union Employees 401(K) Plan | - | 9 | $15,942 | $15,249 | $1,694iApproximate average salary by contribution assumption: employee only about $42,358 at 4% or $28,239 at 6%; with 50% employer match about $28,239 at 4% or $18,826 at 6%; with 100% employer match about $21,179 at 4% or $14,119 at 6%. |
| 2017 | 1 | 0 | $0 | $23,223 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 0 | $0 | $23,223 | - |
| 2016 | 1 | 5 | $301,425 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 5 | $301,425 | - | - |
| 2015 | 1 | 7 | $356,533 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 7 | $356,533 | $200,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| 2014 | 1 | 8 | $157,806 | $11,689 | $1,461iApproximate average salary by contribution assumption: employee only about $36,528 at 4% or $24,352 at 6%; with 50% employer match about $24,352 at 4% or $16,235 at 6%; with 100% employer match about $18,264 at 4% or $12,176 at 6%. |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 8 | $157,806 | $11,689 | $1,461iApproximate average salary by contribution assumption: employee only about $36,528 at 4% or $24,352 at 6%; with 50% employer match about $24,352 at 4% or $16,235 at 6%; with 100% employer match about $18,264 at 4% or $12,176 at 6%. |
| 2013 | 1 | 7 | $142,205 | $9,355 | $1,336iApproximate average salary by contribution assumption: employee only about $33,411 at 4% or $22,274 at 6%; with 50% employer match about $22,274 at 4% or $14,849 at 6%; with 100% employer match about $16,705 at 4% or $11,137 at 6%. |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 7 | $142,205 | $9,355 | $1,336iApproximate average salary by contribution assumption: employee only about $33,411 at 4% or $22,274 at 6%; with 50% employer match about $22,274 at 4% or $14,849 at 6%; with 100% employer match about $16,705 at 4% or $11,137 at 6%. |
| 2012 | 1 | 7 | $131,660 | $33,240 | $4,749iApproximate average salary by contribution assumption: employee only about $118,714 at 4% or $79,143 at 6%; with 50% employer match about $79,143 at 4% or $52,762 at 6%; with 100% employer match about $59,357 at 4% or $39,571 at 6%. |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 7 | $131,660 | $33,240 | $4,749iApproximate average salary by contribution assumption: employee only about $118,714 at 4% or $79,143 at 6%; with 50% employer match about $79,143 at 4% or $52,762 at 6%; with 100% employer match about $59,357 at 4% or $39,571 at 6%. |
| 2011 | 1 | 9 | $101,740 | $29,636 | $3,293iApproximate average salary by contribution assumption: employee only about $82,322 at 4% or $54,881 at 6%; with 50% employer match about $54,881 at 4% or $36,588 at 6%; with 100% employer match about $41,161 at 4% or $27,441 at 6%. |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 9 | $101,740 | $29,636 | $3,293iApproximate average salary by contribution assumption: employee only about $82,322 at 4% or $54,881 at 6%; with 50% employer match about $54,881 at 4% or $36,588 at 6%; with 100% employer match about $41,161 at 4% or $27,441 at 6%. |
| 2010 | 1 | 8 | $231,573 | $17,807 | $2,226iApproximate average salary by contribution assumption: employee only about $55,647 at 4% or $37,098 at 6%; with 50% employer match about $37,098 at 4% or $24,732 at 6%; with 100% employer match about $27,823 at 4% or $18,549 at 6%. |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 8 | $231,573 | $17,807 | $2,226iApproximate average salary by contribution assumption: employee only about $55,647 at 4% or $37,098 at 6%; with 50% employer match about $37,098 at 4% or $24,732 at 6%; with 100% employer match about $27,823 at 4% or $18,549 at 6%. |
| 2009 | 1 | 10 | $243,854 | $6,933 | $693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,555 at 6%; with 50% employer match about $11,555 at 4% or $7,703 at 6%; with 100% employer match about $8,666 at 4% or $5,778 at 6%. |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 10 | $243,854 | $6,933 | $693iApproximate average salary by contribution assumption: employee only about $17,333 at 4% or $11,555 at 6%; with 50% employer match about $11,555 at 4% or $7,703 at 6%; with 100% employer match about $8,666 at 4% or $5,778 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 10 | - | - | - |
| 2006 | 1 | 7 | $0 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 7 | - | - | - |
| 2005 | 1 | 7 | $0 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 7 | - | - | - |
| 2004 | 1 | 10 | $0 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 10 | - | - | - |
| 2003 | 1 | 9 | $0 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 9 | - | - | - |
| 2002 | 1 | 9 | $0 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 9 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 7 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 7 | - | - | - |
| 1999 | 1 | 7 | $317,523 | $20,400 | $2,914iApproximate average salary by contribution assumption: employee only about $72,857 at 4% or $48,571 at 6%; with 50% employer match about $48,571 at 4% or $32,381 at 6%; with 100% employer match about $36,429 at 4% or $24,286 at 6%. |
| Happy Valley Credit Union Inc. Employees Pension Plan | - | 7 | $317,523 | $20,400 | $2,914iApproximate average salary by contribution assumption: employee only about $72,857 at 4% or $48,571 at 6%; with 50% employer match about $48,571 at 4% or $32,381 at 6%; with 100% employer match about $36,429 at 4% or $24,286 at 6%. |