Civic Intelligence

First South Credit Union

Plan context: First South Credit Union 401K Plan and Trust

EIN 62-0579508 • Bartlett, TN • 49 filings • 11 plans

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2723 Summer Oaks DrBartlett, TN 38134-2858
Current Snapshot

Latest Year

2024

2024 Participants

131

2024 Assets

$5,623,843

2024 Contributions

$427,314

Historical Graphs

Total Assets Over Time

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

$5,623,843$2,811,922$0199920072013YearValue
$5,623,843Latest year 2013

Participants Over Time

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

131660199920112024YearValue
131Latest 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
20241131$0$0-
First South Financial Credit Union Group Disability and Life Plan-131---
20231127$0$0-
First South Financial Credit Union Group Disability and Life Plan-127---
20221124$0$0-
First South Financial Credit Union Group Disability and Life Plan-124---
20211121$0$0-
First South Financial Credit Union Group Disability and Life Plan-121---
20201125$0$0-
First South Financial Credit Union Group Disability and Life Plan-125---
20191127$0$0-
First South Financial Credit Union Group Disability and Life Plan-127---
20181125$0$0-
First South Financial Credit Union Group Disability and Life Plan-125---
20171115$0$0-
First South Financial Credit Union Group Disability and Life Plan-115---
20161105$0$0-
First South Financial Credit Union Group Disability and Life Plan-105---
20151105$0$0-
First South Financial Credit Union Group Disability and Life Plan-105---
201410$0$427,314-
First South Credit Union 401K Plan and Trust-0-$427,314-
2013185$5,623,843$458,683$5,396iApproximate average salary by contribution assumption: employee only about $134,907 at 4% or $89,938 at 6%; with 50% employer match about $89,938 at 4% or $59,959 at 6%; with 100% employer match about $67,453 at 4% or $44,969 at 6%.
First South Credit Union 401K Plan and Trust-85$5,623,843$458,683$5,396iApproximate average salary by contribution assumption: employee only about $134,907 at 4% or $89,938 at 6%; with 50% employer match about $89,938 at 4% or $59,959 at 6%; with 100% employer match about $67,453 at 4% or $44,969 at 6%.
2012183$4,767,256$399,026$4,808iApproximate average salary by contribution assumption: employee only about $120,189 at 4% or $80,126 at 6%; with 50% employer match about $80,126 at 4% or $53,417 at 6%; with 100% employer match about $60,094 at 4% or $40,063 at 6%.
First South Credit Union 401K Plan and Trust-83$4,767,256$399,026$4,808iApproximate average salary by contribution assumption: employee only about $120,189 at 4% or $80,126 at 6%; with 50% employer match about $80,126 at 4% or $53,417 at 6%; with 100% employer match about $60,094 at 4% or $40,063 at 6%.
20111114$4,029,508$412,524$3,619iApproximate average salary by contribution assumption: employee only about $90,466 at 4% or $60,311 at 6%; with 50% employer match about $60,311 at 4% or $40,207 at 6%; with 100% employer match about $45,233 at 4% or $30,155 at 6%.
First South Credit Union 401K Plan and Trust-114$4,029,508$412,524$3,619iApproximate average salary by contribution assumption: employee only about $90,466 at 4% or $60,311 at 6%; with 50% employer match about $60,311 at 4% or $40,207 at 6%; with 100% employer match about $45,233 at 4% or $30,155 at 6%.
20101115$3,803,403$391,731$3,406iApproximate average salary by contribution assumption: employee only about $85,159 at 4% or $56,773 at 6%; with 50% employer match about $56,773 at 4% or $37,848 at 6%; with 100% employer match about $42,579 at 4% or $28,386 at 6%.
First South Credit Union 401K Plan and Trust-115$3,803,403$391,731$3,406iApproximate average salary by contribution assumption: employee only about $85,159 at 4% or $56,773 at 6%; with 50% employer match about $56,773 at 4% or $37,848 at 6%; with 100% employer match about $42,579 at 4% or $28,386 at 6%.
20093113$3,378,506$439,140$3,886iApproximate average salary by contribution assumption: employee only about $97,155 at 4% or $64,770 at 6%; with 50% employer match about $64,770 at 4% or $43,180 at 6%; with 100% employer match about $48,577 at 4% or $32,385 at 6%.
First South Credit Union 401K Plan and Trust-113$3,378,506$439,140$3,886iApproximate average salary by contribution assumption: employee only about $97,155 at 4% or $64,770 at 6%; with 50% employer match about $64,770 at 4% or $43,180 at 6%; with 100% employer match about $48,577 at 4% or $32,385 at 6%.
Cunet Life Insurance Plan-95---
Cunet Salary Continuance Plan-95---
20083100$2,570,441$492,962$4,930iApproximate average salary by contribution assumption: employee only about $123,241 at 4% or $82,160 at 6%; with 50% employer match about $82,160 at 4% or $54,774 at 6%; with 100% employer match about $61,620 at 4% or $41,080 at 6%.
First South Credit Union 401K Plan and Trust-87$2,570,441$492,962$5,666iApproximate average salary by contribution assumption: employee only about $141,656 at 4% or $94,437 at 6%; with 50% employer match about $94,437 at 4% or $62,958 at 6%; with 100% employer match about $70,828 at 4% or $47,219 at 6%.
Cunet Salary Continuance Plan-100---
Cunet Life Insurance Plan-100---
20073103$3,698,273$474,765$4,609iApproximate average salary by contribution assumption: employee only about $115,234 at 4% or $76,823 at 6%; with 50% employer match about $76,823 at 4% or $51,215 at 6%; with 100% employer match about $57,617 at 4% or $38,411 at 6%.
First South Credit Union 401K Plan and Trust-93$3,698,273$474,765$5,105iApproximate average salary by contribution assumption: employee only about $127,625 at 4% or $85,083 at 6%; with 50% employer match about $85,083 at 4% or $56,722 at 6%; with 100% employer match about $63,813 at 4% or $42,542 at 6%.
Cunet Life Insurance Plan-103---
Cunet Salary Continuance Plan-103---
20063105$3,467,012$396,096$3,772iApproximate average salary by contribution assumption: employee only about $94,309 at 4% or $62,872 at 6%; with 50% employer match about $62,872 at 4% or $41,915 at 6%; with 100% employer match about $47,154 at 4% or $31,436 at 6%.
First South Credit Union 401K Plan and Trust-81$3,467,012$396,096$4,890iApproximate average salary by contribution assumption: employee only about $122,252 at 4% or $81,501 at 6%; with 50% employer match about $81,501 at 4% or $54,334 at 6%; with 100% employer match about $61,126 at 4% or $40,751 at 6%.
Cunet Salary Continuance Plan-105---
Cunet Life Insurance Plan-105---
20053100$2,819,488$364,553$3,646iApproximate average salary by contribution assumption: employee only about $91,138 at 4% or $60,759 at 6%; with 50% employer match about $60,759 at 4% or $40,506 at 6%; with 100% employer match about $45,569 at 4% or $30,379 at 6%.
First South Credit Union 401K Plan and Trust-79$2,819,488$364,553$4,615iApproximate average salary by contribution assumption: employee only about $115,365 at 4% or $76,910 at 6%; with 50% employer match about $76,910 at 4% or $51,273 at 6%; with 100% employer match about $57,682 at 4% or $38,455 at 6%.
Cunet Salary Continuance Plan-100---
Cunet Life Insurance Plan-100---
20043105$2,385,756$316,270$3,012iApproximate average salary by contribution assumption: employee only about $75,302 at 4% or $50,202 at 6%; with 50% employer match about $50,202 at 4% or $33,468 at 6%; with 100% employer match about $37,651 at 4% or $25,101 at 6%.
First South Credit Union 401K Plan and Trust-82$2,385,756$316,270$3,857iApproximate average salary by contribution assumption: employee only about $96,424 at 4% or $64,283 at 6%; with 50% employer match about $64,283 at 4% or $42,855 at 6%; with 100% employer match about $48,212 at 4% or $32,141 at 6%.
Cunet Life Insurance Plan-105---
Cunet Salary Continuance Plan-105---
20033107$2,010,323$284,597$2,660iApproximate average salary by contribution assumption: employee only about $66,495 at 4% or $44,330 at 6%; with 50% employer match about $44,330 at 4% or $29,553 at 6%; with 100% employer match about $33,247 at 4% or $22,165 at 6%.
First South Credit Union 401K Plan and Trust-76$2,010,323$284,597$3,745iApproximate average salary by contribution assumption: employee only about $93,617 at 4% or $62,412 at 6%; with 50% employer match about $62,412 at 4% or $41,608 at 6%; with 100% employer match about $46,809 at 4% or $31,206 at 6%.
Cunet Salary Continuance Plan-107---
Cunet Life Insurance Plan-107---
20023112$1,546,137$273,787$2,445iApproximate average salary by contribution assumption: employee only about $61,113 at 4% or $40,742 at 6%; with 50% employer match about $40,742 at 4% or $27,161 at 6%; with 100% employer match about $30,557 at 4% or $20,371 at 6%.
First South Credit Union 401K Plan and Trust-73$1,546,137$273,787$3,751iApproximate average salary by contribution assumption: employee only about $93,763 at 4% or $62,508 at 6%; with 50% employer match about $62,508 at 4% or $41,672 at 6%; with 100% employer match about $46,881 at 4% or $31,254 at 6%.
Cunet Salary Continuance Plan-112---
Cunet Life Insurance Plan-112---
20013109$0$0-
Cunet Salary Continuance Plan-109---
Cunet Life Insurance Plan-109---
First South Credit Union 401K Plan and Trust-73---
20004107$1,660,515$206,793$1,933iApproximate average salary by contribution assumption: employee only about $48,316 at 4% or $32,211 at 6%; with 50% employer match about $32,211 at 4% or $21,474 at 6%; with 100% employer match about $24,158 at 4% or $16,105 at 6%.
First South Credit Union 401K Plan and Trust-63$1,660,515$206,793$3,282iApproximate average salary by contribution assumption: employee only about $82,061 at 4% or $54,707 at 6%; with 50% employer match about $54,707 at 4% or $36,471 at 6%; with 100% employer match about $41,030 at 4% or $27,354 at 6%.
Cunet Salary Continuance Plan-107---
Cunet Life Insurance Plan-107---
Cunet Salary Continuance Plan-0---
19993112$1,542,720$183,391$1,637iApproximate average salary by contribution assumption: employee only about $40,935 at 4% or $27,290 at 6%; with 50% employer match about $27,290 at 4% or $18,194 at 6%; with 100% employer match about $20,468 at 4% or $13,645 at 6%.
First South Credit Union 401K Plan and Trust-59$1,542,720$183,391$3,108iApproximate average salary by contribution assumption: employee only about $77,708 at 4% or $51,805 at 6%; with 50% employer match about $51,805 at 4% or $34,537 at 6%; with 100% employer match about $38,854 at 4% or $25,903 at 6%.
Cunet Life Insurance Plan-112---
Cunet Salary Continuance Plan-112---