Civic Intelligence

Social Security Cu

Plan context: Social Security Cu Money Purchase Plan and Trust

EIN 63-0332689 • Birmingham, AL • 54 filings • 4 plans

PO Box 937Birmingham, AL 35201-0937
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$514,531

2025 Contributions

$117,135

Historical Graphs

Total Assets Over Time

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

$1,681,431$840,716$0199920132025YearValue
$514,531Latest year 2025

Participants Over Time

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

1160199920122025YearValue
9Latest year 2025

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
202529$514,531$117,135$13,015iApproximate average salary by contribution assumption: employee only about $325,375 at 4% or $216,917 at 6%; with 50% employer match about $216,917 at 4% or $144,611 at 6%; with 100% employer match about $162,688 at 4% or $108,458 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$479,105$111,975$12,442iApproximate average salary by contribution assumption: employee only about $311,042 at 4% or $207,361 at 6%; with 50% employer match about $207,361 at 4% or $138,241 at 6%; with 100% employer match about $155,521 at 4% or $103,681 at 6%.
Social Security Credit Union 401K Plan and Trust-4$35,426$5,160$1,290iApproximate average salary by contribution assumption: employee only about $32,250 at 4% or $21,500 at 6%; with 50% employer match about $21,500 at 4% or $14,333 at 6%; with 100% employer match about $16,125 at 4% or $10,750 at 6%.
202428$527,882$93,346$11,668iApproximate average salary by contribution assumption: employee only about $291,706 at 4% or $194,471 at 6%; with 50% employer match about $194,471 at 4% or $129,647 at 6%; with 100% employer match about $145,853 at 4% or $97,235 at 6%.
Social Security Cu Money Purchase Plan and Trust-8$484,183$88,776$11,097iApproximate average salary by contribution assumption: employee only about $277,425 at 4% or $184,950 at 6%; with 50% employer match about $184,950 at 4% or $123,300 at 6%; with 100% employer match about $138,713 at 4% or $92,475 at 6%.
Social Security Credit Union 401K Plan and Trust-5$43,699$4,570$914iApproximate average salary by contribution assumption: employee only about $22,850 at 4% or $15,233 at 6%; with 50% employer match about $15,233 at 4% or $10,156 at 6%; with 100% employer match about $11,425 at 4% or $7,617 at 6%.
202329$1,681,431$128,359$14,262iApproximate average salary by contribution assumption: employee only about $356,553 at 4% or $237,702 at 6%; with 50% employer match about $237,702 at 4% or $158,468 at 6%; with 100% employer match about $178,276 at 4% or $118,851 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$1,270,413$122,774$13,642iApproximate average salary by contribution assumption: employee only about $341,039 at 4% or $227,359 at 6%; with 50% employer match about $227,359 at 4% or $151,573 at 6%; with 100% employer match about $170,519 at 4% or $113,680 at 6%.
Social Security Credit Union 401K Plan and Trust-7$411,018$5,585$798iApproximate average salary by contribution assumption: employee only about $19,946 at 4% or $13,298 at 6%; with 50% employer match about $13,298 at 4% or $8,865 at 6%; with 100% employer match about $9,973 at 4% or $6,649 at 6%.
2022210$1,528,091$168,909$16,891iApproximate average salary by contribution assumption: employee only about $422,273 at 4% or $281,515 at 6%; with 50% employer match about $281,515 at 4% or $187,677 at 6%; with 100% employer match about $211,136 at 4% or $140,758 at 6%.
Social Security Cu Money Purchase Plan and Trust-10$1,118,358$138,504$13,850iApproximate average salary by contribution assumption: employee only about $346,260 at 4% or $230,840 at 6%; with 50% employer match about $230,840 at 4% or $153,893 at 6%; with 100% employer match about $173,130 at 4% or $115,420 at 6%.
Social Security Credit Union 401K Plan and Trust-7$409,733$30,405$4,344iApproximate average salary by contribution assumption: employee only about $108,589 at 4% or $72,393 at 6%; with 50% employer match about $72,393 at 4% or $48,262 at 6%; with 100% employer match about $54,295 at 4% or $36,196 at 6%.
202129$1,579,497$198,912$22,101iApproximate average salary by contribution assumption: employee only about $552,533 at 4% or $368,356 at 6%; with 50% employer match about $368,356 at 4% or $245,570 at 6%; with 100% employer match about $276,267 at 4% or $184,178 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$1,181,443$168,232$18,692iApproximate average salary by contribution assumption: employee only about $467,311 at 4% or $311,541 at 6%; with 50% employer match about $311,541 at 4% or $207,694 at 6%; with 100% employer match about $233,656 at 4% or $155,770 at 6%.
Social Security Credit Union 401K Plan and Trust-7$398,054$30,680$4,383iApproximate average salary by contribution assumption: employee only about $109,571 at 4% or $73,048 at 6%; with 50% employer match about $73,048 at 4% or $48,698 at 6%; with 100% employer match about $54,786 at 4% or $36,524 at 6%.
202029$1,329,722$181,058$20,118iApproximate average salary by contribution assumption: employee only about $502,939 at 4% or $335,293 at 6%; with 50% employer match about $335,293 at 4% or $223,528 at 6%; with 100% employer match about $251,469 at 4% or $167,646 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$964,114$150,762$16,751iApproximate average salary by contribution assumption: employee only about $418,783 at 4% or $279,189 at 6%; with 50% employer match about $279,189 at 4% or $186,126 at 6%; with 100% employer match about $209,392 at 4% or $139,594 at 6%.
Social Security Credit Union 401K Plan and Trust-7$365,608$30,296$4,328iApproximate average salary by contribution assumption: employee only about $108,200 at 4% or $72,133 at 6%; with 50% employer match about $72,133 at 4% or $48,089 at 6%; with 100% employer match about $54,100 at 4% or $36,067 at 6%.
201928$1,163,920$132,450$16,556iApproximate average salary by contribution assumption: employee only about $413,906 at 4% or $275,938 at 6%; with 50% employer match about $275,938 at 4% or $183,958 at 6%; with 100% employer match about $206,953 at 4% or $137,969 at 6%.
Social Security Cu Money Purchase Plan and Trust-8$838,134$108,781$13,598iApproximate average salary by contribution assumption: employee only about $339,941 at 4% or $226,627 at 6%; with 50% employer match about $226,627 at 4% or $151,085 at 6%; with 100% employer match about $169,970 at 4% or $113,314 at 6%.
Social Security Credit Union 401K Plan and Trust-5$325,786$23,669$4,734iApproximate average salary by contribution assumption: employee only about $118,345 at 4% or $78,897 at 6%; with 50% employer match about $78,897 at 4% or $52,598 at 6%; with 100% employer match about $59,173 at 4% or $39,448 at 6%.
201827$949,181$130,368$18,624iApproximate average salary by contribution assumption: employee only about $465,600 at 4% or $310,400 at 6%; with 50% employer match about $310,400 at 4% or $206,933 at 6%; with 100% employer match about $232,800 at 4% or $155,200 at 6%.
Social Security Cu Money Purchase Plan and Trust-7$655,443$109,097$15,585iApproximate average salary by contribution assumption: employee only about $389,632 at 4% or $259,755 at 6%; with 50% employer match about $259,755 at 4% or $173,170 at 6%; with 100% employer match about $194,816 at 4% or $129,877 at 6%.
Social Security Credit Union 401K Plan and Trust-5$293,738$21,271$4,254iApproximate average salary by contribution assumption: employee only about $106,355 at 4% or $70,903 at 6%; with 50% employer match about $70,903 at 4% or $47,269 at 6%; with 100% employer match about $53,178 at 4% or $35,452 at 6%.
2017210$1,327,191$147,721$14,772iApproximate average salary by contribution assumption: employee only about $369,303 at 4% or $246,202 at 6%; with 50% employer match about $246,202 at 4% or $164,134 at 6%; with 100% employer match about $184,651 at 4% or $123,101 at 6%.
Social Security Cu Money Purchase Plan and Trust-10$1,013,834$127,939$12,794iApproximate average salary by contribution assumption: employee only about $319,848 at 4% or $213,232 at 6%; with 50% employer match about $213,232 at 4% or $142,154 at 6%; with 100% employer match about $159,924 at 4% or $106,616 at 6%.
Social Security Credit Union 401K Plan and Trust-8$313,357$19,782$2,473iApproximate average salary by contribution assumption: employee only about $61,819 at 4% or $41,213 at 6%; with 50% employer match about $41,213 at 4% or $27,475 at 6%; with 100% employer match about $30,909 at 4% or $20,606 at 6%.
201629$1,151,347$149,246$16,583iApproximate average salary by contribution assumption: employee only about $414,572 at 4% or $276,381 at 6%; with 50% employer match about $276,381 at 4% or $184,254 at 6%; with 100% employer match about $207,286 at 4% or $138,191 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$870,042$131,191$14,577iApproximate average salary by contribution assumption: employee only about $364,419 at 4% or $242,946 at 6%; with 50% employer match about $242,946 at 4% or $161,964 at 6%; with 100% employer match about $182,210 at 4% or $121,473 at 6%.
Social Security Credit Union 401K Plan and Trust-8$281,305$18,055$2,257iApproximate average salary by contribution assumption: employee only about $56,422 at 4% or $37,615 at 6%; with 50% employer match about $37,615 at 4% or $25,076 at 6%; with 100% employer match about $28,211 at 4% or $18,807 at 6%.
201529$1,008,181$141,628$15,736iApproximate average salary by contribution assumption: employee only about $393,411 at 4% or $262,274 at 6%; with 50% employer match about $262,274 at 4% or $174,849 at 6%; with 100% employer match about $196,706 at 4% or $131,137 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$749,170$121,756$13,528iApproximate average salary by contribution assumption: employee only about $338,211 at 4% or $225,474 at 6%; with 50% employer match about $225,474 at 4% or $150,316 at 6%; with 100% employer match about $169,106 at 4% or $112,737 at 6%.
Social Security Credit Union 401K Plan and Trust-8$259,011$19,872$2,484iApproximate average salary by contribution assumption: employee only about $62,100 at 4% or $41,400 at 6%; with 50% employer match about $41,400 at 4% or $27,600 at 6%; with 100% employer match about $31,050 at 4% or $20,700 at 6%.
2014210$941,958$130,027$13,003iApproximate average salary by contribution assumption: employee only about $325,068 at 4% or $216,712 at 6%; with 50% employer match about $216,712 at 4% or $144,474 at 6%; with 100% employer match about $162,534 at 4% or $108,356 at 6%.
Social Security Cu Money Purchase Plan and Trust-10$701,495$110,313$11,031iApproximate average salary by contribution assumption: employee only about $275,783 at 4% or $183,855 at 6%; with 50% employer match about $183,855 at 4% or $122,570 at 6%; with 100% employer match about $137,891 at 4% or $91,928 at 6%.
Social Security Credit Union 401K Plan and Trust-9$240,463$19,714$2,190iApproximate average salary by contribution assumption: employee only about $54,761 at 4% or $36,507 at 6%; with 50% employer match about $36,507 at 4% or $24,338 at 6%; with 100% employer match about $27,381 at 4% or $18,254 at 6%.
201329$821,615$123,223$13,691iApproximate average salary by contribution assumption: employee only about $342,286 at 4% or $228,191 at 6%; with 50% employer match about $228,191 at 4% or $152,127 at 6%; with 100% employer match about $171,143 at 4% or $114,095 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$605,869$104,678$11,631iApproximate average salary by contribution assumption: employee only about $290,772 at 4% or $193,848 at 6%; with 50% employer match about $193,848 at 4% or $129,232 at 6%; with 100% employer match about $145,386 at 4% or $96,924 at 6%.
Social Security Credit Union 401K Plan and Trust-8$215,746$18,545$2,318iApproximate average salary by contribution assumption: employee only about $57,953 at 4% or $38,635 at 6%; with 50% employer match about $38,635 at 4% or $25,757 at 6%; with 100% employer match about $28,977 at 4% or $19,318 at 6%.
201229$707,521$120,558$13,395iApproximate average salary by contribution assumption: employee only about $334,883 at 4% or $223,256 at 6%; with 50% employer match about $223,256 at 4% or $148,837 at 6%; with 100% employer match about $167,442 at 4% or $111,628 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$517,188$102,918$11,435iApproximate average salary by contribution assumption: employee only about $285,883 at 4% or $190,589 at 6%; with 50% employer match about $190,589 at 4% or $127,059 at 6%; with 100% employer match about $142,942 at 4% or $95,294 at 6%.
Social Security Credit Union 401K Plan and Trust-9$190,333$17,640$1,960iApproximate average salary by contribution assumption: employee only about $49,000 at 4% or $32,667 at 6%; with 50% employer match about $32,667 at 4% or $21,778 at 6%; with 100% employer match about $24,500 at 4% or $16,333 at 6%.
2011210$661,492$99,530$9,953iApproximate average salary by contribution assumption: employee only about $248,825 at 4% or $165,883 at 6%; with 50% employer match about $165,883 at 4% or $110,589 at 6%; with 100% employer match about $124,413 at 4% or $82,942 at 6%.
Social Security Cu Money Purchase Plan and Trust-10$495,233$82,130$8,213iApproximate average salary by contribution assumption: employee only about $205,325 at 4% or $136,883 at 6%; with 50% employer match about $136,883 at 4% or $91,256 at 6%; with 100% employer match about $102,663 at 4% or $68,442 at 6%.
Social Security Credit Union 401K Plan and Trust-9$166,259$17,400$1,933iApproximate average salary by contribution assumption: employee only about $48,333 at 4% or $32,222 at 6%; with 50% employer match about $32,222 at 4% or $21,481 at 6%; with 100% employer match about $24,167 at 4% or $16,111 at 6%.
2010210$591,087$117,396$11,740iApproximate average salary by contribution assumption: employee only about $293,490 at 4% or $195,660 at 6%; with 50% employer match about $195,660 at 4% or $130,440 at 6%; with 100% employer match about $146,745 at 4% or $97,830 at 6%.
Social Security Cu Money Purchase Plan and Trust-10$441,772$98,966$9,897iApproximate average salary by contribution assumption: employee only about $247,415 at 4% or $164,943 at 6%; with 50% employer match about $164,943 at 4% or $109,962 at 6%; with 100% employer match about $123,708 at 4% or $82,472 at 6%.
Social Security Credit Union 401K Plan and Trust-10$149,315$18,430$1,843iApproximate average salary by contribution assumption: employee only about $46,075 at 4% or $30,717 at 6%; with 50% employer match about $30,717 at 4% or $20,478 at 6%; with 100% employer match about $23,038 at 4% or $15,358 at 6%.
2009211$630,202$142,265$12,933iApproximate average salary by contribution assumption: employee only about $323,330 at 4% or $215,553 at 6%; with 50% employer match about $215,553 at 4% or $143,702 at 6%; with 100% employer match about $161,665 at 4% or $107,777 at 6%.
Social Security Cu Money Purchase Plan and Trust-11$474,128$122,650$11,150iApproximate average salary by contribution assumption: employee only about $278,750 at 4% or $185,833 at 6%; with 50% employer match about $185,833 at 4% or $123,889 at 6%; with 100% employer match about $139,375 at 4% or $92,917 at 6%.
Social Security Credit Union 401K Plan and Trust-10$156,074$19,615$1,962iApproximate average salary by contribution assumption: employee only about $49,038 at 4% or $32,692 at 6%; with 50% employer match about $32,692 at 4% or $21,794 at 6%; with 100% employer match about $24,519 at 4% or $16,346 at 6%.
200828$491,643$55,278$6,910iApproximate average salary by contribution assumption: employee only about $172,744 at 4% or $115,163 at 6%; with 50% employer match about $115,163 at 4% or $76,775 at 6%; with 100% employer match about $86,372 at 4% or $57,581 at 6%.
Social Security Cu Money Purchase Plan and Trust-8$361,895$37,213$4,652iApproximate average salary by contribution assumption: employee only about $116,291 at 4% or $77,527 at 6%; with 50% employer match about $77,527 at 4% or $51,685 at 6%; with 100% employer match about $58,145 at 4% or $38,764 at 6%.
Social Security Credit Union 401K Plan and Trust-8$129,748$18,065$2,258iApproximate average salary by contribution assumption: employee only about $56,453 at 4% or $37,635 at 6%; with 50% employer match about $37,635 at 4% or $25,090 at 6%; with 100% employer match about $28,227 at 4% or $18,818 at 6%.
200727$0$0-
Social Security Cu Money Purchase Plan and Trust-7---
Social Security Credit Union 401K Plan and Trust-7---
200627$594,607$67,320$9,617iApproximate average salary by contribution assumption: employee only about $240,429 at 4% or $160,286 at 6%; with 50% employer match about $160,286 at 4% or $106,857 at 6%; with 100% employer match about $120,214 at 4% or $80,143 at 6%.
Social Security Cu Money Purchase Plan and Trust-7$463,635$49,407$7,058iApproximate average salary by contribution assumption: employee only about $176,454 at 4% or $117,636 at 6%; with 50% employer match about $117,636 at 4% or $78,424 at 6%; with 100% employer match about $88,227 at 4% or $58,818 at 6%.
Social Security Credit Union 401K Plan and Trust-7$130,972$17,913$2,559iApproximate average salary by contribution assumption: employee only about $63,975 at 4% or $42,650 at 6%; with 50% employer match about $42,650 at 4% or $28,433 at 6%; with 100% employer match about $31,988 at 4% or $21,325 at 6%.
200529$490,095$61,073$6,786iApproximate average salary by contribution assumption: employee only about $169,647 at 4% or $113,098 at 6%; with 50% employer match about $113,098 at 4% or $75,399 at 6%; with 100% employer match about $84,824 at 4% or $56,549 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$383,933$45,149$5,017iApproximate average salary by contribution assumption: employee only about $125,414 at 4% or $83,609 at 6%; with 50% employer match about $83,609 at 4% or $55,740 at 6%; with 100% employer match about $62,707 at 4% or $41,805 at 6%.
Social Security Credit Union 401K Plan and Trust-9$106,162$15,924$1,769iApproximate average salary by contribution assumption: employee only about $44,233 at 4% or $29,489 at 6%; with 50% employer match about $29,489 at 4% or $19,659 at 6%; with 100% employer match about $22,117 at 4% or $14,744 at 6%.
200428$412,451$57,635$7,204iApproximate average salary by contribution assumption: employee only about $180,109 at 4% or $120,073 at 6%; with 50% employer match about $120,073 at 4% or $80,049 at 6%; with 100% employer match about $90,055 at 4% or $60,036 at 6%.
Social Security Cu Money Purchase Plan and Trust-8$325,610$42,101$5,263iApproximate average salary by contribution assumption: employee only about $131,566 at 4% or $87,710 at 6%; with 50% employer match about $87,710 at 4% or $58,474 at 6%; with 100% employer match about $65,783 at 4% or $43,855 at 6%.
Social Security Credit Union 401K Plan and Trust-8$86,841$15,534$1,942iApproximate average salary by contribution assumption: employee only about $48,544 at 4% or $32,363 at 6%; with 50% employer match about $32,363 at 4% or $21,575 at 6%; with 100% employer match about $24,272 at 4% or $16,181 at 6%.
2003210$341,603$66,734$6,673iApproximate average salary by contribution assumption: employee only about $166,835 at 4% or $111,223 at 6%; with 50% employer match about $111,223 at 4% or $74,149 at 6%; with 100% employer match about $83,418 at 4% or $55,612 at 6%.
Social Security Cu Money Purchase Plan and Trust-10$272,742$48,715$4,872iApproximate average salary by contribution assumption: employee only about $121,788 at 4% or $81,192 at 6%; with 50% employer match about $81,192 at 4% or $54,128 at 6%; with 100% employer match about $60,894 at 4% or $40,596 at 6%.
Social Security Credit Union 401K Plan and Trust-10$68,861$18,019$1,802iApproximate average salary by contribution assumption: employee only about $45,048 at 4% or $30,032 at 6%; with 50% employer match about $30,032 at 4% or $20,021 at 6%; with 100% employer match about $22,524 at 4% or $15,016 at 6%.
200229$239,310$52,353$5,817iApproximate average salary by contribution assumption: employee only about $145,425 at 4% or $96,950 at 6%; with 50% employer match about $96,950 at 4% or $64,633 at 6%; with 100% employer match about $72,713 at 4% or $48,475 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$192,414$42,046$4,672iApproximate average salary by contribution assumption: employee only about $116,794 at 4% or $77,863 at 6%; with 50% employer match about $77,863 at 4% or $51,909 at 6%; with 100% employer match about $58,397 at 4% or $38,931 at 6%.
Social Security Credit Union 401K Plan and Trust-9$46,896$10,307$1,145iApproximate average salary by contribution assumption: employee only about $28,631 at 4% or $19,087 at 6%; with 50% employer match about $19,087 at 4% or $12,725 at 6%; with 100% employer match about $14,315 at 4% or $9,544 at 6%.
200128$0$0-
Social Security Cu Money Purchase Plan and Trust-8---
Social Security Credit Union 401K Plan and Trust-8---
200027$200,337$42,734$6,105iApproximate average salary by contribution assumption: employee only about $152,621 at 4% or $101,748 at 6%; with 50% employer match about $101,748 at 4% or $67,832 at 6%; with 100% employer match about $76,311 at 4% or $50,874 at 6%.
Social Security Cu Money Purchase Plan and Trust-7$162,652$33,492$4,785iApproximate average salary by contribution assumption: employee only about $119,614 at 4% or $79,743 at 6%; with 50% employer match about $79,743 at 4% or $53,162 at 6%; with 100% employer match about $59,807 at 4% or $39,871 at 6%.
Social Security Credit Union 401K Plan and Trust-7$37,685$9,242$1,320iApproximate average salary by contribution assumption: employee only about $33,007 at 4% or $22,005 at 6%; with 50% employer match about $22,005 at 4% or $14,670 at 6%; with 100% employer match about $16,504 at 4% or $11,002 at 6%.
199929$168,038$44,220$4,913iApproximate average salary by contribution assumption: employee only about $122,833 at 4% or $81,889 at 6%; with 50% employer match about $81,889 at 4% or $54,593 at 6%; with 100% employer match about $61,417 at 4% or $40,944 at 6%.
Social Security Cu Money Purchase Plan and Trust-9$139,574$37,481$4,165iApproximate average salary by contribution assumption: employee only about $104,114 at 4% or $69,409 at 6%; with 50% employer match about $69,409 at 4% or $46,273 at 6%; with 100% employer match about $52,057 at 4% or $34,705 at 6%.
Social Security Credit Union 401K Plan and Trust-8$28,464$6,739$842iApproximate average salary by contribution assumption: employee only about $21,059 at 4% or $14,040 at 6%; with 50% employer match about $14,040 at 4% or $9,360 at 6%; with 100% employer match about $10,530 at 4% or $7,020 at 6%.