Naheola Credit Union
Plan context: Naheola Credit Union Capital Accumulation Plan
EIN 63-0416876 • Pennington, AL • 39 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$3,293,304
2024 Contributions
$201,698
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 | 2 | 31 | $3,293,304 | $201,698 | $6,506iApproximate average salary by contribution assumption: employee only about $162,660 at 4% or $108,440 at 6%; with 50% employer match about $108,440 at 4% or $72,293 at 6%; with 100% employer match about $81,330 at 4% or $54,220 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 28 | $1,980,432 | $201,698 | $7,204iApproximate average salary by contribution assumption: employee only about $180,088 at 4% or $120,058 at 6%; with 50% employer match about $120,058 at 4% or $80,039 at 6%; with 100% employer match about $90,044 at 4% or $60,029 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 31 | $1,312,872 | - | - |
| 2023 | 2 | 33 | $2,807,802 | $226,525 | $6,864iApproximate average salary by contribution assumption: employee only about $171,610 at 4% or $114,407 at 6%; with 50% employer match about $114,407 at 4% or $76,271 at 6%; with 100% employer match about $85,805 at 4% or $57,203 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 27 | $1,546,813 | $226,525 | $8,390iApproximate average salary by contribution assumption: employee only about $209,745 at 4% or $139,830 at 6%; with 50% employer match about $139,830 at 4% or $93,220 at 6%; with 100% employer match about $104,873 at 4% or $69,915 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 33 | $1,260,989 | - | - |
| 2022 | 2 | 29 | $2,605,817 | $687,382 | $23,703iApproximate average salary by contribution assumption: employee only about $592,571 at 4% or $395,047 at 6%; with 50% employer match about $395,047 at 4% or $263,365 at 6%; with 100% employer match about $296,285 at 4% or $197,524 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 29 | $1,429,837 | $187,382 | $6,461iApproximate average salary by contribution assumption: employee only about $161,536 at 4% or $107,691 at 6%; with 50% employer match about $107,691 at 4% or $71,794 at 6%; with 100% employer match about $80,768 at 4% or $53,845 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 27 | $1,175,980 | $500,000 | $18,519iApproximate average salary by contribution assumption: employee only about $462,963 at 4% or $308,642 at 6%; with 50% employer match about $308,642 at 4% or $205,761 at 6%; with 100% employer match about $231,481 at 4% or $154,321 at 6%. |
| 2021 | 2 | 32 | $2,705,124 | $163,262 | $5,102iApproximate average salary by contribution assumption: employee only about $127,548 at 4% or $85,032 at 6%; with 50% employer match about $85,032 at 4% or $56,688 at 6%; with 100% employer match about $63,774 at 4% or $42,516 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 29 | $1,698,966 | $163,262 | $5,630iApproximate average salary by contribution assumption: employee only about $140,743 at 4% or $93,829 at 6%; with 50% employer match about $93,829 at 4% or $62,552 at 6%; with 100% employer match about $70,372 at 4% or $46,914 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 32 | $1,006,158 | - | - |
| 2020 | 2 | 30 | $2,480,397 | $240,622 | $8,021iApproximate average salary by contribution assumption: employee only about $200,518 at 4% or $133,679 at 6%; with 50% employer match about $133,679 at 4% or $89,119 at 6%; with 100% employer match about $100,259 at 4% or $66,839 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 26 | $1,490,549 | $148,526 | $5,713iApproximate average salary by contribution assumption: employee only about $142,813 at 4% or $95,209 at 6%; with 50% employer match about $95,209 at 4% or $63,473 at 6%; with 100% employer match about $71,407 at 4% or $47,604 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 30 | $989,848 | $92,096 | $3,070iApproximate average salary by contribution assumption: employee only about $76,747 at 4% or $51,164 at 6%; with 50% employer match about $51,164 at 4% or $34,110 at 6%; with 100% employer match about $38,373 at 4% or $25,582 at 6%. |
| 2019 | 2 | 30 | $2,176,897 | $123,690 | $4,123iApproximate average salary by contribution assumption: employee only about $103,075 at 4% or $68,717 at 6%; with 50% employer match about $68,717 at 4% or $45,811 at 6%; with 100% employer match about $51,538 at 4% or $34,358 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 23 | $1,196,196 | $123,690 | $5,378iApproximate average salary by contribution assumption: employee only about $134,446 at 4% or $89,630 at 6%; with 50% employer match about $89,630 at 4% or $59,754 at 6%; with 100% employer match about $67,223 at 4% or $44,815 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 30 | $980,701 | $0 | - |
| 2018 | 2 | 25 | $1,846,460 | $107,299 | $4,292iApproximate average salary by contribution assumption: employee only about $107,299 at 4% or $71,533 at 6%; with 50% employer match about $71,533 at 4% or $47,688 at 6%; with 100% employer match about $53,650 at 4% or $35,766 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 25 | $990,587 | $0 | - |
| Naheola Credit Union Capital Accumulation Plan | - | 20 | $855,873 | $107,299 | $5,365iApproximate average salary by contribution assumption: employee only about $134,124 at 4% or $89,416 at 6%; with 50% employer match about $89,416 at 4% or $59,611 at 6%; with 100% employer match about $67,062 at 4% or $44,708 at 6%. |
| 2017 | 2 | 25 | $2,044,364 | $192,090 | $7,684iApproximate average salary by contribution assumption: employee only about $192,090 at 4% or $128,060 at 6%; with 50% employer match about $128,060 at 4% or $85,373 at 6%; with 100% employer match about $96,045 at 4% or $64,030 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 25 | $1,117,881 | $72,248 | $2,890iApproximate average salary by contribution assumption: employee only about $72,248 at 4% or $48,165 at 6%; with 50% employer match about $48,165 at 4% or $32,110 at 6%; with 100% employer match about $36,124 at 4% or $24,083 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 23 | $926,483 | $119,842 | $5,211iApproximate average salary by contribution assumption: employee only about $130,263 at 4% or $86,842 at 6%; with 50% employer match about $86,842 at 4% or $57,895 at 6%; with 100% employer match about $65,132 at 4% or $43,421 at 6%. |
| 2016 | 2 | 23 | $1,812,882 | $546,863 | $23,777iApproximate average salary by contribution assumption: employee only about $594,416 at 4% or $396,278 at 6%; with 50% employer match about $396,278 at 4% or $264,185 at 6%; with 100% employer match about $297,208 at 4% or $198,139 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 23 | $1,095,604 | $477,030 | $20,740iApproximate average salary by contribution assumption: employee only about $518,511 at 4% or $345,674 at 6%; with 50% employer match about $345,674 at 4% or $230,449 at 6%; with 100% employer match about $259,255 at 4% or $172,837 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 17 | $717,278 | $69,833 | $4,108iApproximate average salary by contribution assumption: employee only about $102,696 at 4% or $68,464 at 6%; with 50% employer match about $68,464 at 4% or $45,642 at 6%; with 100% employer match about $51,348 at 4% or $34,232 at 6%. |
| 2015 | 2 | 22 | $1,217,914 | $177,438 | $8,065iApproximate average salary by contribution assumption: employee only about $201,634 at 4% or $134,423 at 6%; with 50% employer match about $134,423 at 4% or $89,615 at 6%; with 100% employer match about $100,817 at 4% or $67,211 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 22 | $633,921 | $111,247 | $5,057iApproximate average salary by contribution assumption: employee only about $126,417 at 4% or $84,278 at 6%; with 50% employer match about $84,278 at 4% or $56,185 at 6%; with 100% employer match about $63,209 at 4% or $42,139 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 17 | $583,993 | $66,191 | $3,894iApproximate average salary by contribution assumption: employee only about $97,340 at 4% or $64,893 at 6%; with 50% employer match about $64,893 at 4% or $43,262 at 6%; with 100% employer match about $48,670 at 4% or $32,447 at 6%. |
| 2014 | 2 | 23 | $1,062,907 | $77,827 | $3,384iApproximate average salary by contribution assumption: employee only about $84,595 at 4% or $56,396 at 6%; with 50% employer match about $56,396 at 4% or $37,598 at 6%; with 100% employer match about $42,297 at 4% or $28,198 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 23 | $537,903 | $0 | - |
| Naheola Credit Union Capital Accumulation Plan | - | 17 | $525,004 | $77,827 | $4,578iApproximate average salary by contribution assumption: employee only about $114,451 at 4% or $76,301 at 6%; with 50% employer match about $76,301 at 4% or $50,867 at 6%; with 100% employer match about $57,226 at 4% or $38,150 at 6%. |
| 2013 | 2 | 19 | $1,007,908 | $95,245 | $5,013iApproximate average salary by contribution assumption: employee only about $125,322 at 4% or $83,548 at 6%; with 50% employer match about $83,548 at 4% or $55,699 at 6%; with 100% employer match about $62,661 at 4% or $41,774 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 19 | $553,170 | $36,014 | $1,895iApproximate average salary by contribution assumption: employee only about $47,387 at 4% or $31,591 at 6%; with 50% employer match about $31,591 at 4% or $21,061 at 6%; with 100% employer match about $23,693 at 4% or $15,796 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 15 | $454,738 | $59,231 | $3,949iApproximate average salary by contribution assumption: employee only about $98,718 at 4% or $65,812 at 6%; with 50% employer match about $65,812 at 4% or $43,875 at 6%; with 100% employer match about $49,359 at 4% or $32,906 at 6%. |
| 2012 | 2 | 23 | $958,128 | $95,986 | $4,173iApproximate average salary by contribution assumption: employee only about $104,333 at 4% or $69,555 at 6%; with 50% employer match about $69,555 at 4% or $46,370 at 6%; with 100% employer match about $52,166 at 4% or $34,778 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 23 | $618,473 | $35,788 | $1,556iApproximate average salary by contribution assumption: employee only about $38,900 at 4% or $25,933 at 6%; with 50% employer match about $25,933 at 4% or $17,289 at 6%; with 100% employer match about $19,450 at 4% or $12,967 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 16 | $339,655 | $60,198 | $3,762iApproximate average salary by contribution assumption: employee only about $94,059 at 4% or $62,706 at 6%; with 50% employer match about $62,706 at 4% or $41,804 at 6%; with 100% employer match about $47,030 at 4% or $31,353 at 6%. |
| 2011 | 2 | 20 | $840,086 | $89,431 | $4,472iApproximate average salary by contribution assumption: employee only about $111,789 at 4% or $74,526 at 6%; with 50% employer match about $74,526 at 4% or $49,684 at 6%; with 100% employer match about $55,894 at 4% or $37,263 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 20 | $588,633 | $35,554 | $1,778iApproximate average salary by contribution assumption: employee only about $44,443 at 4% or $29,628 at 6%; with 50% employer match about $29,628 at 4% or $19,752 at 6%; with 100% employer match about $22,221 at 4% or $14,814 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 17 | $251,453 | $53,877 | $3,169iApproximate average salary by contribution assumption: employee only about $79,231 at 4% or $52,821 at 6%; with 50% employer match about $52,821 at 4% or $35,214 at 6%; with 100% employer match about $39,615 at 4% or $26,410 at 6%. |
| 2010 | 2 | 20 | $823,438 | $92,299 | $4,615iApproximate average salary by contribution assumption: employee only about $115,374 at 4% or $76,916 at 6%; with 50% employer match about $76,916 at 4% or $51,277 at 6%; with 100% employer match about $57,687 at 4% or $38,458 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 20 | $610,809 | $36,799 | $1,840iApproximate average salary by contribution assumption: employee only about $45,999 at 4% or $30,666 at 6%; with 50% employer match about $30,666 at 4% or $20,444 at 6%; with 100% employer match about $22,999 at 4% or $15,333 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 16 | $212,629 | $55,500 | $3,469iApproximate average salary by contribution assumption: employee only about $86,719 at 4% or $57,813 at 6%; with 50% employer match about $57,813 at 4% or $38,542 at 6%; with 100% employer match about $43,359 at 4% or $28,906 at 6%. |
| 2009 | 2 | 20 | $792,344 | $245,169 | $12,258iApproximate average salary by contribution assumption: employee only about $306,461 at 4% or $204,308 at 6%; with 50% employer match about $204,308 at 4% or $136,205 at 6%; with 100% employer match about $153,231 at 4% or $102,154 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 19 | $653,582 | $188,046 | $9,897iApproximate average salary by contribution assumption: employee only about $247,429 at 4% or $164,953 at 6%; with 50% employer match about $164,953 at 4% or $109,968 at 6%; with 100% employer match about $123,714 at 4% or $82,476 at 6%. |
| Naheola Credit Union Capital Accumulation Plan | - | 20 | $138,762 | $57,123 | $2,856iApproximate average salary by contribution assumption: employee only about $71,404 at 4% or $47,603 at 6%; with 50% employer match about $47,603 at 4% or $31,735 at 6%; with 100% employer match about $35,702 at 4% or $23,801 at 6%. |
| 2008 | 2 | 19 | $716,315 | $135,479 | $7,130iApproximate average salary by contribution assumption: employee only about $178,262 at 4% or $118,841 at 6%; with 50% employer match about $118,841 at 4% or $79,227 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 11 | $607,110 | - | - |
| Naheola Credit Union Capital Accumulation Plan | - | 19 | $109,205 | $135,479 | $7,130iApproximate average salary by contribution assumption: employee only about $178,262 at 4% or $118,841 at 6%; with 50% employer match about $118,841 at 4% or $79,227 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%. |
| 2007 | 1 | 11 | $606,321 | $290,112 | $26,374iApproximate average salary by contribution assumption: employee only about $659,345 at 4% or $439,564 at 6%; with 50% employer match about $439,564 at 4% or $293,042 at 6%; with 100% employer match about $329,673 at 4% or $219,782 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 11 | $606,321 | $290,112 | $26,374iApproximate average salary by contribution assumption: employee only about $659,345 at 4% or $439,564 at 6%; with 50% employer match about $439,564 at 4% or $293,042 at 6%; with 100% employer match about $329,673 at 4% or $219,782 at 6%. |
| 2006 | 1 | 11 | $378,228 | $221,129 | $20,103iApproximate average salary by contribution assumption: employee only about $502,566 at 4% or $335,044 at 6%; with 50% employer match about $335,044 at 4% or $223,363 at 6%; with 100% employer match about $251,283 at 4% or $167,522 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 11 | $378,228 | $221,129 | $20,103iApproximate average salary by contribution assumption: employee only about $502,566 at 4% or $335,044 at 6%; with 50% employer match about $335,044 at 4% or $223,363 at 6%; with 100% employer match about $251,283 at 4% or $167,522 at 6%. |
| 2005 | 1 | 10 | $151,074 | $51,076 | $5,108iApproximate average salary by contribution assumption: employee only about $127,690 at 4% or $85,127 at 6%; with 50% employer match about $85,127 at 4% or $56,751 at 6%; with 100% employer match about $63,845 at 4% or $42,563 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 10 | $151,074 | $51,076 | $5,108iApproximate average salary by contribution assumption: employee only about $127,690 at 4% or $85,127 at 6%; with 50% employer match about $85,127 at 4% or $56,751 at 6%; with 100% employer match about $63,845 at 4% or $42,563 at 6%. |
| 2004 | 1 | 9 | $96,099 | $52,487 | $5,832iApproximate average salary by contribution assumption: employee only about $145,797 at 4% or $97,198 at 6%; with 50% employer match about $97,198 at 4% or $64,799 at 6%; with 100% employer match about $72,899 at 4% or $48,599 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 9 | $96,099 | $52,487 | $5,832iApproximate average salary by contribution assumption: employee only about $145,797 at 4% or $97,198 at 6%; with 50% employer match about $97,198 at 4% or $64,799 at 6%; with 100% employer match about $72,899 at 4% or $48,599 at 6%. |
| 2003 | 1 | 9 | $41,398 | $41,201 | $4,578iApproximate average salary by contribution assumption: employee only about $114,447 at 4% or $76,298 at 6%; with 50% employer match about $76,298 at 4% or $50,865 at 6%; with 100% employer match about $57,224 at 4% or $38,149 at 6%. |
| Naheola Credit Union Defined Benefit Plan and Trust | - | 9 | $41,398 | $41,201 | $4,578iApproximate average salary by contribution assumption: employee only about $114,447 at 4% or $76,298 at 6%; with 50% employer match about $76,298 at 4% or $50,865 at 6%; with 100% employer match about $57,224 at 4% or $38,149 at 6%. |