Civic Intelligence

Jefferson Credit Union

Plan context: Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust

EIN 63-0390327 • Hoover, AL • 36 filings • 7 plans

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5261 Ross Bridge PkwyHoover, AL 35226
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$4,585,749

2024 Contributions

$79,386

Historical Graphs

Total Assets Over Time

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

$4,867,806$2,433,903$0199920142024YearValue
$4,585,749Latest year 2024

Participants Over Time

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

23120199920122024YearValue
21Latest 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
2024221$4,585,749$79,386$3,780iApproximate average salary by contribution assumption: employee only about $94,507 at 4% or $63,005 at 6%; with 50% employer match about $63,005 at 4% or $42,003 at 6%; with 100% employer match about $47,254 at 4% or $31,502 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-21$4,301,879$0-
JEFFERSON CREDIT UNION 401(K) PLAN-9$283,870$79,386$8,821iApproximate average salary by contribution assumption: employee only about $220,517 at 4% or $147,011 at 6%; with 50% employer match about $147,011 at 4% or $98,007 at 6%; with 100% employer match about $110,258 at 4% or $73,506 at 6%.
2023220$4,247,419$77,214$3,861iApproximate average salary by contribution assumption: employee only about $96,518 at 4% or $64,345 at 6%; with 50% employer match about $64,345 at 4% or $42,897 at 6%; with 100% employer match about $48,259 at 4% or $32,173 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-20$4,026,645$0-
JEFFERSON CREDIT UNION 401(K) PLAN-9$220,774$77,214$8,579iApproximate average salary by contribution assumption: employee only about $214,483 at 4% or $142,989 at 6%; with 50% employer match about $142,989 at 4% or $95,326 at 6%; with 100% employer match about $107,242 at 4% or $71,494 at 6%.
2022218$3,971,657$72,093$4,005iApproximate average salary by contribution assumption: employee only about $100,129 at 4% or $66,753 at 6%; with 50% employer match about $66,753 at 4% or $44,502 at 6%; with 100% employer match about $50,065 at 4% or $33,376 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-18$3,761,181$0-
JEFFERSON CREDIT UNION 401(K) PLAN-10$210,476$72,093$7,209iApproximate average salary by contribution assumption: employee only about $180,233 at 4% or $120,155 at 6%; with 50% employer match about $120,155 at 4% or $80,103 at 6%; with 100% employer match about $90,116 at 4% or $60,078 at 6%.
2021219$4,867,806$31,636$1,665iApproximate average salary by contribution assumption: employee only about $41,626 at 4% or $27,751 at 6%; with 50% employer match about $27,751 at 4% or $18,501 at 6%; with 100% employer match about $20,813 at 4% or $13,875 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-19$4,686,014$0-
JEFFERSON CREDIT UNION 401(K) PLAN-10$181,792$31,636$3,164iApproximate average salary by contribution assumption: employee only about $79,090 at 4% or $52,727 at 6%; with 50% employer match about $52,727 at 4% or $35,151 at 6%; with 100% employer match about $39,545 at 4% or $26,363 at 6%.
2020223$4,389,896$27,925$1,214iApproximate average salary by contribution assumption: employee only about $30,353 at 4% or $20,236 at 6%; with 50% employer match about $20,236 at 4% or $13,490 at 6%; with 100% employer match about $15,177 at 4% or $10,118 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-23$4,263,577$0-
JEFFERSON CREDIT UNION 401(K) PLAN-11$126,319$27,925$2,539iApproximate average salary by contribution assumption: employee only about $63,466 at 4% or $42,311 at 6%; with 50% employer match about $42,311 at 4% or $28,207 at 6%; with 100% employer match about $31,733 at 4% or $21,155 at 6%.
2019220$3,802,241$36,685$1,834iApproximate average salary by contribution assumption: employee only about $45,856 at 4% or $30,571 at 6%; with 50% employer match about $30,571 at 4% or $20,381 at 6%; with 100% employer match about $22,928 at 4% or $15,285 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-20$3,693,380$0-
JEFFERSON CREDIT UNION 401(K) PLAN-14$108,861$36,685$2,620iApproximate average salary by contribution assumption: employee only about $65,509 at 4% or $43,673 at 6%; with 50% employer match about $43,673 at 4% or $29,115 at 6%; with 100% employer match about $32,754 at 4% or $21,836 at 6%.
2018223$3,253,696$40,594$1,765iApproximate average salary by contribution assumption: employee only about $44,124 at 4% or $29,416 at 6%; with 50% employer match about $29,416 at 4% or $19,611 at 6%; with 100% employer match about $22,062 at 4% or $14,708 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-23$3,186,796$0-
JEFFERSON CREDIT UNION 401(K) PLAN-13$66,900$40,594$3,123iApproximate average salary by contribution assumption: employee only about $78,065 at 4% or $52,044 at 6%; with 50% employer match about $52,044 at 4% or $34,696 at 6%; with 100% employer match about $39,033 at 4% or $26,022 at 6%.
2017221$3,496,130$18,308$872iApproximate average salary by contribution assumption: employee only about $21,795 at 4% or $14,530 at 6%; with 50% employer match about $14,530 at 4% or $9,687 at 6%; with 100% employer match about $10,898 at 4% or $7,265 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-21$3,461,574$0-
JEFFERSON CREDIT UNION 401(K) PLAN-5$34,556$18,308$3,662iApproximate average salary by contribution assumption: employee only about $91,540 at 4% or $61,027 at 6%; with 50% employer match about $61,027 at 4% or $40,684 at 6%; with 100% employer match about $45,770 at 4% or $30,513 at 6%.
2016222$3,044,830$9,863$448iApproximate average salary by contribution assumption: employee only about $11,208 at 4% or $7,472 at 6%; with 50% employer match about $7,472 at 4% or $4,981 at 6%; with 100% employer match about $5,604 at 4% or $3,736 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-22$3,032,260$0-
JEFFERSON CREDIT UNION 401(K) PLAN-4$12,570$9,863$2,466iApproximate average salary by contribution assumption: employee only about $61,644 at 4% or $41,096 at 6%; with 50% employer match about $41,096 at 4% or $27,397 at 6%; with 100% employer match about $30,822 at 4% or $20,548 at 6%.
2015222$2,888,096$2,164$98iApproximate average salary by contribution assumption: employee only about $2,459 at 4% or $1,639 at 6%; with 50% employer match about $1,639 at 4% or $1,093 at 6%; with 100% employer match about $1,230 at 4% or $820 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-22$2,885,949$0-
JEFFERSON CREDIT UNION 401(K) PLAN-4$2,147$2,164$541iApproximate average salary by contribution assumption: employee only about $13,525 at 4% or $9,017 at 6%; with 50% employer match about $9,017 at 4% or $6,011 at 6%; with 100% employer match about $6,763 at 4% or $4,508 at 6%.
2014120$2,998,403$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-20$2,998,403$0-
2013120$2,898,877$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-20$2,898,877$0-
2012120$2,595,115$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-20$2,595,115$0-
2011119$2,437,978$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-19$2,437,978$0-
2010117$2,526,384$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-17$2,526,384$0-
2009121$2,330,140$927,539$44,169iApproximate average salary by contribution assumption: employee only about $1,104,213 at 4% or $736,142 at 6%; with 50% employer match about $736,142 at 4% or $490,761 at 6%; with 100% employer match about $552,107 at 4% or $368,071 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-21$2,330,140$927,539$44,169iApproximate average salary by contribution assumption: employee only about $1,104,213 at 4% or $736,142 at 6%; with 50% employer match about $736,142 at 4% or $490,761 at 6%; with 100% employer match about $552,107 at 4% or $368,071 at 6%.
2008115$1,193,976$500,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-15$1,193,976$500,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2007112$0$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-12---
2006113$943,859$192,189$14,784iApproximate average salary by contribution assumption: employee only about $369,594 at 4% or $246,396 at 6%; with 50% employer match about $246,396 at 4% or $164,264 at 6%; with 100% employer match about $184,797 at 4% or $123,198 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-13$943,859$192,189$14,784iApproximate average salary by contribution assumption: employee only about $369,594 at 4% or $246,396 at 6%; with 50% employer match about $246,396 at 4% or $164,264 at 6%; with 100% employer match about $184,797 at 4% or $123,198 at 6%.
2005116$1,141,988$123,340$7,709iApproximate average salary by contribution assumption: employee only about $192,719 at 4% or $128,479 at 6%; with 50% employer match about $128,479 at 4% or $85,653 at 6%; with 100% employer match about $96,359 at 4% or $64,240 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-16$1,141,988$123,340$7,709iApproximate average salary by contribution assumption: employee only about $192,719 at 4% or $128,479 at 6%; with 50% employer match about $128,479 at 4% or $85,653 at 6%; with 100% employer match about $96,359 at 4% or $64,240 at 6%.
2004114$986,515$105,384$7,527iApproximate average salary by contribution assumption: employee only about $188,186 at 4% or $125,457 at 6%; with 50% employer match about $125,457 at 4% or $83,638 at 6%; with 100% employer match about $94,093 at 4% or $62,729 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-14$986,515$105,384$7,527iApproximate average salary by contribution assumption: employee only about $188,186 at 4% or $125,457 at 6%; with 50% employer match about $125,457 at 4% or $83,638 at 6%; with 100% employer match about $94,093 at 4% or $62,729 at 6%.
2003115$822,648$26,572$1,771iApproximate average salary by contribution assumption: employee only about $44,287 at 4% or $29,524 at 6%; with 50% employer match about $29,524 at 4% or $19,683 at 6%; with 100% employer match about $22,143 at 4% or $14,762 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-15$822,648$26,572$1,771iApproximate average salary by contribution assumption: employee only about $44,287 at 4% or $29,524 at 6%; with 50% employer match about $29,524 at 4% or $19,683 at 6%; with 100% employer match about $22,143 at 4% or $14,762 at 6%.
2002111$0$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-11---
2001112$0$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-12---
2000112$0$0-
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-12---
1999114$809,389$90,978$6,498iApproximate average salary by contribution assumption: employee only about $162,461 at 4% or $108,307 at 6%; with 50% employer match about $108,307 at 4% or $72,205 at 6%; with 100% employer match about $81,230 at 4% or $54,154 at 6%.
Jefferson Credit Union Cash Balance Defined Benefit Plan and Trust-14$809,389$90,978$6,498iApproximate average salary by contribution assumption: employee only about $162,461 at 4% or $108,307 at 6%; with 50% employer match about $108,307 at 4% or $72,205 at 6%; with 100% employer match about $81,230 at 4% or $54,154 at 6%.