Civic Intelligence

Southern Credit Union

Plan context: Southern Credit Union 401(K) Plan and Trust

EIN 62-0365265 • Chattanooga, TN • 26 filings • 2 plans

PO Box 3490Chattanooga, TN 37404-0490
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$222,154

2024 Contributions

$11,237

Historical Graphs

Total Assets Over Time

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

$250,380$125,190$0199920132024YearValue
$222,154Latest year 2024

Participants Over Time

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

1050199920122024YearValue
4Latest year 2024

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
202414$222,154$11,237$2,809iApproximate average salary by contribution assumption: employee only about $70,231 at 4% or $46,821 at 6%; with 50% employer match about $46,821 at 4% or $31,214 at 6%; with 100% employer match about $35,116 at 4% or $23,410 at 6%.
Southern Credit Union 401(K) Plan and Trust-4$222,154$11,237$2,809iApproximate average salary by contribution assumption: employee only about $70,231 at 4% or $46,821 at 6%; with 50% employer match about $46,821 at 4% or $31,214 at 6%; with 100% employer match about $35,116 at 4% or $23,410 at 6%.
202313$188,555$9,126$3,042iApproximate average salary by contribution assumption: employee only about $76,050 at 4% or $50,700 at 6%; with 50% employer match about $50,700 at 4% or $33,800 at 6%; with 100% employer match about $38,025 at 4% or $25,350 at 6%.
Southern Credit Union 401(K) Plan and Trust-3$188,555$9,126$3,042iApproximate average salary by contribution assumption: employee only about $76,050 at 4% or $50,700 at 6%; with 50% employer match about $50,700 at 4% or $33,800 at 6%; with 100% employer match about $38,025 at 4% or $25,350 at 6%.
202217$245,917$12,609$1,801iApproximate average salary by contribution assumption: employee only about $45,032 at 4% or $30,021 at 6%; with 50% employer match about $30,021 at 4% or $20,014 at 6%; with 100% employer match about $22,516 at 4% or $15,011 at 6%.
Southern Credit Union 401(K) Plan and Trust-7$245,917$12,609$1,801iApproximate average salary by contribution assumption: employee only about $45,032 at 4% or $30,021 at 6%; with 50% employer match about $30,021 at 4% or $20,014 at 6%; with 100% employer match about $22,516 at 4% or $15,011 at 6%.
202117$250,380$17,443$2,492iApproximate average salary by contribution assumption: employee only about $62,296 at 4% or $41,531 at 6%; with 50% employer match about $41,531 at 4% or $27,687 at 6%; with 100% employer match about $31,148 at 4% or $20,765 at 6%.
Southern Credit Union 401(K) Plan and Trust-7$250,380$17,443$2,492iApproximate average salary by contribution assumption: employee only about $62,296 at 4% or $41,531 at 6%; with 50% employer match about $41,531 at 4% or $27,687 at 6%; with 100% employer match about $31,148 at 4% or $20,765 at 6%.
202018$228,263$14,672$1,834iApproximate average salary by contribution assumption: employee only about $45,850 at 4% or $30,567 at 6%; with 50% employer match about $30,567 at 4% or $20,378 at 6%; with 100% employer match about $22,925 at 4% or $15,283 at 6%.
Southern Credit Union 401(K) Plan and Trust-8$228,263$14,672$1,834iApproximate average salary by contribution assumption: employee only about $45,850 at 4% or $30,567 at 6%; with 50% employer match about $30,567 at 4% or $20,378 at 6%; with 100% employer match about $22,925 at 4% or $15,283 at 6%.
201917$209,019$16,622$2,375iApproximate average salary by contribution assumption: employee only about $59,364 at 4% or $39,576 at 6%; with 50% employer match about $39,576 at 4% or $26,384 at 6%; with 100% employer match about $29,682 at 4% or $19,788 at 6%.
Southern Credit Union 401(K) Plan and Trust-7$209,019$16,622$2,375iApproximate average salary by contribution assumption: employee only about $59,364 at 4% or $39,576 at 6%; with 50% employer match about $39,576 at 4% or $26,384 at 6%; with 100% employer match about $29,682 at 4% or $19,788 at 6%.
201815$188,847$6,762$1,352iApproximate average salary by contribution assumption: employee only about $33,810 at 4% or $22,540 at 6%; with 50% employer match about $22,540 at 4% or $15,027 at 6%; with 100% employer match about $16,905 at 4% or $11,270 at 6%.
Southern Credit Union 401(K) Plan and Trust-5$188,847$6,762$1,352iApproximate average salary by contribution assumption: employee only about $33,810 at 4% or $22,540 at 6%; with 50% employer match about $22,540 at 4% or $15,027 at 6%; with 100% employer match about $16,905 at 4% or $11,270 at 6%.
201715$186,463$7,723$1,545iApproximate average salary by contribution assumption: employee only about $38,615 at 4% or $25,743 at 6%; with 50% employer match about $25,743 at 4% or $17,162 at 6%; with 100% employer match about $19,308 at 4% or $12,872 at 6%.
Southern Credit Union 401(K) Plan and Trust-5$186,463$7,723$1,545iApproximate average salary by contribution assumption: employee only about $38,615 at 4% or $25,743 at 6%; with 50% employer match about $25,743 at 4% or $17,162 at 6%; with 100% employer match about $19,308 at 4% or $12,872 at 6%.
201615$178,162$4,498$900iApproximate average salary by contribution assumption: employee only about $22,490 at 4% or $14,993 at 6%; with 50% employer match about $14,993 at 4% or $9,996 at 6%; with 100% employer match about $11,245 at 4% or $7,497 at 6%.
Southern Credit Union 401(K) Plan and Trust-5$178,162$4,498$900iApproximate average salary by contribution assumption: employee only about $22,490 at 4% or $14,993 at 6%; with 50% employer match about $14,993 at 4% or $9,996 at 6%; with 100% employer match about $11,245 at 4% or $7,497 at 6%.
201516$167,504$4,573$762iApproximate average salary by contribution assumption: employee only about $19,054 at 4% or $12,703 at 6%; with 50% employer match about $12,703 at 4% or $8,469 at 6%; with 100% employer match about $9,527 at 4% or $6,351 at 6%.
Southern Credit Union 401(K) Plan and Trust-6$167,504$4,573$762iApproximate average salary by contribution assumption: employee only about $19,054 at 4% or $12,703 at 6%; with 50% employer match about $12,703 at 4% or $8,469 at 6%; with 100% employer match about $9,527 at 4% or $6,351 at 6%.
201413$163,568$4,148$1,383iApproximate average salary by contribution assumption: employee only about $34,567 at 4% or $23,044 at 6%; with 50% employer match about $23,044 at 4% or $15,363 at 6%; with 100% employer match about $17,283 at 4% or $11,522 at 6%.
Southern Credit Union 401(K) Plan and Trust-3$163,568$4,148$1,383iApproximate average salary by contribution assumption: employee only about $34,567 at 4% or $23,044 at 6%; with 50% employer match about $23,044 at 4% or $15,363 at 6%; with 100% employer match about $17,283 at 4% or $11,522 at 6%.
201315$155,278$4,523$905iApproximate average salary by contribution assumption: employee only about $22,615 at 4% or $15,077 at 6%; with 50% employer match about $15,077 at 4% or $10,051 at 6%; with 100% employer match about $11,308 at 4% or $7,538 at 6%.
Southern Credit Union 401(K) Plan and Trust-5$155,278$4,523$905iApproximate average salary by contribution assumption: employee only about $22,615 at 4% or $15,077 at 6%; with 50% employer match about $15,077 at 4% or $10,051 at 6%; with 100% employer match about $11,308 at 4% or $7,538 at 6%.
201217$182,292$5,700$814iApproximate average salary by contribution assumption: employee only about $20,357 at 4% or $13,571 at 6%; with 50% employer match about $13,571 at 4% or $9,048 at 6%; with 100% employer match about $10,179 at 4% or $6,786 at 6%.
Southern Credit Union 401(K) Plan and Trust-7$182,292$5,700$814iApproximate average salary by contribution assumption: employee only about $20,357 at 4% or $13,571 at 6%; with 50% employer match about $13,571 at 4% or $9,048 at 6%; with 100% employer match about $10,179 at 4% or $6,786 at 6%.
201117$175,507$7,068$1,010iApproximate average salary by contribution assumption: employee only about $25,243 at 4% or $16,829 at 6%; with 50% employer match about $16,829 at 4% or $11,219 at 6%; with 100% employer match about $12,621 at 4% or $8,414 at 6%.
Southern Credit Union 401(K) Plan and Trust-7$175,507$7,068$1,010iApproximate average salary by contribution assumption: employee only about $25,243 at 4% or $16,829 at 6%; with 50% employer match about $16,829 at 4% or $11,219 at 6%; with 100% employer match about $12,621 at 4% or $8,414 at 6%.
201018$167,534$8,593$1,074iApproximate average salary by contribution assumption: employee only about $26,853 at 4% or $17,902 at 6%; with 50% employer match about $17,902 at 4% or $11,935 at 6%; with 100% employer match about $13,427 at 4% or $8,951 at 6%.
Southern Credit Union 401(K) Plan and Trust-8$167,534$8,593$1,074iApproximate average salary by contribution assumption: employee only about $26,853 at 4% or $17,902 at 6%; with 50% employer match about $17,902 at 4% or $11,935 at 6%; with 100% employer match about $13,427 at 4% or $8,951 at 6%.
2009110$165,052$9,788$979iApproximate average salary by contribution assumption: employee only about $24,470 at 4% or $16,313 at 6%; with 50% employer match about $16,313 at 4% or $10,876 at 6%; with 100% employer match about $12,235 at 4% or $8,157 at 6%.
Southern Credit Union 401(K) Plan and Trust-10$165,052$9,788$979iApproximate average salary by contribution assumption: employee only about $24,470 at 4% or $16,313 at 6%; with 50% employer match about $16,313 at 4% or $10,876 at 6%; with 100% employer match about $12,235 at 4% or $8,157 at 6%.
200819$145,135$22,709$2,523iApproximate average salary by contribution assumption: employee only about $63,081 at 4% or $42,054 at 6%; with 50% employer match about $42,054 at 4% or $28,036 at 6%; with 100% employer match about $31,540 at 4% or $21,027 at 6%.
Southern Credit Union 401(K) Plan and Trust-9$145,135$22,709$2,523iApproximate average salary by contribution assumption: employee only about $63,081 at 4% or $42,054 at 6%; with 50% employer match about $42,054 at 4% or $28,036 at 6%; with 100% employer match about $31,540 at 4% or $21,027 at 6%.
2007110$0$0-
Southern Credit Union 401(K) Plan and Trust-10---
2006110$121,917$22,543$2,254iApproximate average salary by contribution assumption: employee only about $56,358 at 4% or $37,572 at 6%; with 50% employer match about $37,572 at 4% or $25,048 at 6%; with 100% employer match about $28,179 at 4% or $18,786 at 6%.
Southern Credit Union 401(K) Plan and Trust-10$121,917$22,543$2,254iApproximate average salary by contribution assumption: employee only about $56,358 at 4% or $37,572 at 6%; with 50% employer match about $37,572 at 4% or $25,048 at 6%; with 100% employer match about $28,179 at 4% or $18,786 at 6%.
200517$97,454$18,519$2,646iApproximate average salary by contribution assumption: employee only about $66,139 at 4% or $44,093 at 6%; with 50% employer match about $44,093 at 4% or $29,395 at 6%; with 100% employer match about $33,070 at 4% or $22,046 at 6%.
Southern Credit Union 401(K) Plan and Trust-7$97,454$18,519$2,646iApproximate average salary by contribution assumption: employee only about $66,139 at 4% or $44,093 at 6%; with 50% employer match about $44,093 at 4% or $29,395 at 6%; with 100% employer match about $33,070 at 4% or $22,046 at 6%.
200418$75,399$7,320$915iApproximate average salary by contribution assumption: employee only about $22,875 at 4% or $15,250 at 6%; with 50% employer match about $15,250 at 4% or $10,167 at 6%; with 100% employer match about $11,438 at 4% or $7,625 at 6%.
Southern Credit Union 401(K) Plan and Trust-8$75,399$7,320$915iApproximate average salary by contribution assumption: employee only about $22,875 at 4% or $15,250 at 6%; with 50% employer match about $15,250 at 4% or $10,167 at 6%; with 100% employer match about $11,438 at 4% or $7,625 at 6%.
200318$63,448$7,305$913iApproximate average salary by contribution assumption: employee only about $22,828 at 4% or $15,219 at 6%; with 50% employer match about $15,219 at 4% or $10,146 at 6%; with 100% employer match about $11,414 at 4% or $7,609 at 6%.
Southern Credit Union 401(K) Plan and Trust-8$63,448$7,305$913iApproximate average salary by contribution assumption: employee only about $22,828 at 4% or $15,219 at 6%; with 50% employer match about $15,219 at 4% or $10,146 at 6%; with 100% employer match about $11,414 at 4% or $7,609 at 6%.
200219$50,322$9,682$1,076iApproximate average salary by contribution assumption: employee only about $26,894 at 4% or $17,930 at 6%; with 50% employer match about $17,930 at 4% or $11,953 at 6%; with 100% employer match about $13,447 at 4% or $8,965 at 6%.
Southern Credit Union 401(K) Plan and Trust-9$50,322$9,682$1,076iApproximate average salary by contribution assumption: employee only about $26,894 at 4% or $17,930 at 6%; with 50% employer match about $17,930 at 4% or $11,953 at 6%; with 100% employer match about $13,447 at 4% or $8,965 at 6%.
200118$0$0-
Southern Credit Union 401(K) Plan and Trust-8---
200017$0$0-
Southern Credit Union 401(K) Plan and Trust-7---
199917$31,519$11,618$1,660iApproximate average salary by contribution assumption: employee only about $41,493 at 4% or $27,662 at 6%; with 50% employer match about $27,662 at 4% or $18,441 at 6%; with 100% employer match about $20,746 at 4% or $13,831 at 6%.
Southern Credit Union 401(K) Plan and Trust-7$31,519$11,618$1,660iApproximate average salary by contribution assumption: employee only about $41,493 at 4% or $27,662 at 6%; with 50% employer match about $27,662 at 4% or $18,441 at 6%; with 100% employer match about $20,746 at 4% or $13,831 at 6%.