Valley Credit Union
Plan context: Valley Credit Union Money Purchase Plan and Trust
EIN 63-0421601 • Tuscumbia, AL • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$720,659
2024 Contributions
$191,648
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 | 1 | 31 | $720,659 | $191,648 | $6,182iApproximate average salary by contribution assumption: employee only about $154,555 at 4% or $103,037 at 6%; with 50% employer match about $103,037 at 4% or $68,691 at 6%; with 100% employer match about $77,277 at 4% or $51,518 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 31 | $720,659 | $191,648 | $6,182iApproximate average salary by contribution assumption: employee only about $154,555 at 4% or $103,037 at 6%; with 50% employer match about $103,037 at 4% or $68,691 at 6%; with 100% employer match about $77,277 at 4% or $51,518 at 6%. |
| 2023 | 1 | 27 | $617,099 | $166,750 | $6,176iApproximate average salary by contribution assumption: employee only about $154,398 at 4% or $102,932 at 6%; with 50% employer match about $102,932 at 4% or $68,621 at 6%; with 100% employer match about $77,199 at 4% or $51,466 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 27 | $617,099 | $166,750 | $6,176iApproximate average salary by contribution assumption: employee only about $154,398 at 4% or $102,932 at 6%; with 50% employer match about $102,932 at 4% or $68,621 at 6%; with 100% employer match about $77,199 at 4% or $51,466 at 6%. |
| 2022 | 1 | 24 | $729,678 | $145,161 | $6,048iApproximate average salary by contribution assumption: employee only about $151,209 at 4% or $100,806 at 6%; with 50% employer match about $100,806 at 4% or $67,204 at 6%; with 100% employer match about $75,605 at 4% or $50,403 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 24 | $729,678 | $145,161 | $6,048iApproximate average salary by contribution assumption: employee only about $151,209 at 4% or $100,806 at 6%; with 50% employer match about $100,806 at 4% or $67,204 at 6%; with 100% employer match about $75,605 at 4% or $50,403 at 6%. |
| 2021 | 1 | 23 | $678,920 | $135,532 | $5,893iApproximate average salary by contribution assumption: employee only about $147,317 at 4% or $98,212 at 6%; with 50% employer match about $98,212 at 4% or $65,474 at 6%; with 100% employer match about $73,659 at 4% or $49,106 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 23 | $678,920 | $135,532 | $5,893iApproximate average salary by contribution assumption: employee only about $147,317 at 4% or $98,212 at 6%; with 50% employer match about $98,212 at 4% or $65,474 at 6%; with 100% employer match about $73,659 at 4% or $49,106 at 6%. |
| 2020 | 1 | 25 | $612,062 | $166,289 | $6,652iApproximate average salary by contribution assumption: employee only about $166,289 at 4% or $110,859 at 6%; with 50% employer match about $110,859 at 4% or $73,906 at 6%; with 100% employer match about $83,145 at 4% or $55,430 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 25 | $612,062 | $166,289 | $6,652iApproximate average salary by contribution assumption: employee only about $166,289 at 4% or $110,859 at 6%; with 50% employer match about $110,859 at 4% or $73,906 at 6%; with 100% employer match about $83,145 at 4% or $55,430 at 6%. |
| 2019 | 1 | 26 | $616,340 | $167,842 | $6,455iApproximate average salary by contribution assumption: employee only about $161,387 at 4% or $107,591 at 6%; with 50% employer match about $107,591 at 4% or $71,727 at 6%; with 100% employer match about $80,693 at 4% or $53,796 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 26 | $616,340 | $167,842 | $6,455iApproximate average salary by contribution assumption: employee only about $161,387 at 4% or $107,591 at 6%; with 50% employer match about $107,591 at 4% or $71,727 at 6%; with 100% employer match about $80,693 at 4% or $53,796 at 6%. |
| 2018 | 1 | 29 | $614,958 | $158,887 | $5,479iApproximate average salary by contribution assumption: employee only about $136,972 at 4% or $91,314 at 6%; with 50% employer match about $91,314 at 4% or $60,876 at 6%; with 100% employer match about $68,486 at 4% or $45,657 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 29 | $614,958 | $158,887 | $5,479iApproximate average salary by contribution assumption: employee only about $136,972 at 4% or $91,314 at 6%; with 50% employer match about $91,314 at 4% or $60,876 at 6%; with 100% employer match about $68,486 at 4% or $45,657 at 6%. |
| 2017 | 1 | 31 | $590,610 | $159,002 | $5,129iApproximate average salary by contribution assumption: employee only about $128,227 at 4% or $85,485 at 6%; with 50% employer match about $85,485 at 4% or $56,990 at 6%; with 100% employer match about $64,114 at 4% or $42,742 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 31 | $590,610 | $159,002 | $5,129iApproximate average salary by contribution assumption: employee only about $128,227 at 4% or $85,485 at 6%; with 50% employer match about $85,485 at 4% or $56,990 at 6%; with 100% employer match about $64,114 at 4% or $42,742 at 6%. |
| 2016 | 1 | 31 | $1,011,935 | $137,183 | $4,425iApproximate average salary by contribution assumption: employee only about $110,631 at 4% or $73,754 at 6%; with 50% employer match about $73,754 at 4% or $49,170 at 6%; with 100% employer match about $55,316 at 4% or $36,877 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 31 | $1,011,935 | $137,183 | $4,425iApproximate average salary by contribution assumption: employee only about $110,631 at 4% or $73,754 at 6%; with 50% employer match about $73,754 at 4% or $49,170 at 6%; with 100% employer match about $55,316 at 4% or $36,877 at 6%. |
| 2015 | 1 | 29 | $957,635 | $172,055 | $5,933iApproximate average salary by contribution assumption: employee only about $148,323 at 4% or $98,882 at 6%; with 50% employer match about $98,882 at 4% or $65,921 at 6%; with 100% employer match about $74,162 at 4% or $49,441 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 29 | $957,635 | $172,055 | $5,933iApproximate average salary by contribution assumption: employee only about $148,323 at 4% or $98,882 at 6%; with 50% employer match about $98,882 at 4% or $65,921 at 6%; with 100% employer match about $74,162 at 4% or $49,441 at 6%. |
| 2014 | 1 | 19 | $848,741 | $135,346 | $7,123iApproximate average salary by contribution assumption: employee only about $178,087 at 4% or $118,725 at 6%; with 50% employer match about $118,725 at 4% or $79,150 at 6%; with 100% employer match about $89,043 at 4% or $59,362 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 19 | $848,741 | $135,346 | $7,123iApproximate average salary by contribution assumption: employee only about $178,087 at 4% or $118,725 at 6%; with 50% employer match about $118,725 at 4% or $79,150 at 6%; with 100% employer match about $89,043 at 4% or $59,362 at 6%. |
| 2013 | 1 | 22 | $778,402 | $114,458 | $5,203iApproximate average salary by contribution assumption: employee only about $130,066 at 4% or $86,711 at 6%; with 50% employer match about $86,711 at 4% or $57,807 at 6%; with 100% employer match about $65,033 at 4% or $43,355 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 22 | $778,402 | $114,458 | $5,203iApproximate average salary by contribution assumption: employee only about $130,066 at 4% or $86,711 at 6%; with 50% employer match about $86,711 at 4% or $57,807 at 6%; with 100% employer match about $65,033 at 4% or $43,355 at 6%. |
| 2012 | 1 | 25 | $831,381 | $132,584 | $5,303iApproximate average salary by contribution assumption: employee only about $132,584 at 4% or $88,389 at 6%; with 50% employer match about $88,389 at 4% or $58,926 at 6%; with 100% employer match about $66,292 at 4% or $44,195 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 25 | $831,381 | $132,584 | $5,303iApproximate average salary by contribution assumption: employee only about $132,584 at 4% or $88,389 at 6%; with 50% employer match about $88,389 at 4% or $58,926 at 6%; with 100% employer match about $66,292 at 4% or $44,195 at 6%. |
| 2011 | 1 | 21 | $937,937 | $115,849 | $5,517iApproximate average salary by contribution assumption: employee only about $137,915 at 4% or $91,944 at 6%; with 50% employer match about $91,944 at 4% or $61,296 at 6%; with 100% employer match about $68,958 at 4% or $45,972 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 21 | $937,937 | $115,849 | $5,517iApproximate average salary by contribution assumption: employee only about $137,915 at 4% or $91,944 at 6%; with 50% employer match about $91,944 at 4% or $61,296 at 6%; with 100% employer match about $68,958 at 4% or $45,972 at 6%. |
| 2010 | 1 | 21 | $866,946 | $147,094 | $7,004iApproximate average salary by contribution assumption: employee only about $175,112 at 4% or $116,741 at 6%; with 50% employer match about $116,741 at 4% or $77,828 at 6%; with 100% employer match about $87,556 at 4% or $58,371 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 21 | $866,946 | $147,094 | $7,004iApproximate average salary by contribution assumption: employee only about $175,112 at 4% or $116,741 at 6%; with 50% employer match about $116,741 at 4% or $77,828 at 6%; with 100% employer match about $87,556 at 4% or $58,371 at 6%. |
| 2009 | 1 | 19 | $774,986 | $153,280 | $8,067iApproximate average salary by contribution assumption: employee only about $201,684 at 4% or $134,456 at 6%; with 50% employer match about $134,456 at 4% or $89,637 at 6%; with 100% employer match about $100,842 at 4% or $67,228 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 19 | $774,986 | $153,280 | $8,067iApproximate average salary by contribution assumption: employee only about $201,684 at 4% or $134,456 at 6%; with 50% employer match about $134,456 at 4% or $89,637 at 6%; with 100% employer match about $100,842 at 4% or $67,228 at 6%. |
| 2008 | 1 | 16 | $689,358 | $72,735 | $4,546iApproximate average salary by contribution assumption: employee only about $113,648 at 4% or $75,766 at 6%; with 50% employer match about $75,766 at 4% or $50,510 at 6%; with 100% employer match about $56,824 at 4% or $37,883 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 16 | $689,358 | $72,735 | $4,546iApproximate average salary by contribution assumption: employee only about $113,648 at 4% or $75,766 at 6%; with 50% employer match about $75,766 at 4% or $50,510 at 6%; with 100% employer match about $56,824 at 4% or $37,883 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Valley Credit Union Money Purchase Plan and Trust | - | 16 | - | - | - |
| 2006 | 1 | 11 | $506,376 | $56,742 | $5,158iApproximate average salary by contribution assumption: employee only about $128,959 at 4% or $85,973 at 6%; with 50% employer match about $85,973 at 4% or $57,315 at 6%; with 100% employer match about $64,480 at 4% or $42,986 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 11 | $506,376 | $56,742 | $5,158iApproximate average salary by contribution assumption: employee only about $128,959 at 4% or $85,973 at 6%; with 50% employer match about $85,973 at 4% or $57,315 at 6%; with 100% employer match about $64,480 at 4% or $42,986 at 6%. |
| 2005 | 1 | 13 | $449,124 | $49,633 | $3,818iApproximate average salary by contribution assumption: employee only about $95,448 at 4% or $63,632 at 6%; with 50% employer match about $63,632 at 4% or $42,421 at 6%; with 100% employer match about $47,724 at 4% or $31,816 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 13 | $449,124 | $49,633 | $3,818iApproximate average salary by contribution assumption: employee only about $95,448 at 4% or $63,632 at 6%; with 50% employer match about $63,632 at 4% or $42,421 at 6%; with 100% employer match about $47,724 at 4% or $31,816 at 6%. |
| 2004 | 1 | 14 | $388,681 | $42,642 | $3,046iApproximate average salary by contribution assumption: employee only about $76,146 at 4% or $50,764 at 6%; with 50% employer match about $50,764 at 4% or $33,843 at 6%; with 100% employer match about $38,073 at 4% or $25,382 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 14 | $388,681 | $42,642 | $3,046iApproximate average salary by contribution assumption: employee only about $76,146 at 4% or $50,764 at 6%; with 50% employer match about $50,764 at 4% or $33,843 at 6%; with 100% employer match about $38,073 at 4% or $25,382 at 6%. |
| 2003 | 1 | 12 | $340,166 | $39,322 | $3,277iApproximate average salary by contribution assumption: employee only about $81,921 at 4% or $54,614 at 6%; with 50% employer match about $54,614 at 4% or $36,409 at 6%; with 100% employer match about $40,960 at 4% or $27,307 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 12 | $340,166 | $39,322 | $3,277iApproximate average salary by contribution assumption: employee only about $81,921 at 4% or $54,614 at 6%; with 50% employer match about $54,614 at 4% or $36,409 at 6%; with 100% employer match about $40,960 at 4% or $27,307 at 6%. |
| 2002 | 1 | 14 | $356,738 | $35,004 | $2,500iApproximate average salary by contribution assumption: employee only about $62,507 at 4% or $41,671 at 6%; with 50% employer match about $41,671 at 4% or $27,781 at 6%; with 100% employer match about $31,254 at 4% or $20,836 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 14 | $356,738 | $35,004 | $2,500iApproximate average salary by contribution assumption: employee only about $62,507 at 4% or $41,671 at 6%; with 50% employer match about $41,671 at 4% or $27,781 at 6%; with 100% employer match about $31,254 at 4% or $20,836 at 6%. |
| 2001 | 1 | 9 | $306,357 | $31,995 | $3,555iApproximate average salary by contribution assumption: employee only about $88,875 at 4% or $59,250 at 6%; with 50% employer match about $59,250 at 4% or $39,500 at 6%; with 100% employer match about $44,438 at 4% or $29,625 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 9 | $306,357 | $31,995 | $3,555iApproximate average salary by contribution assumption: employee only about $88,875 at 4% or $59,250 at 6%; with 50% employer match about $59,250 at 4% or $39,500 at 6%; with 100% employer match about $44,438 at 4% or $29,625 at 6%. |
| 2000 | 1 | 9 | $260,620 | $33,347 | $3,705iApproximate average salary by contribution assumption: employee only about $92,631 at 4% or $61,754 at 6%; with 50% employer match about $61,754 at 4% or $41,169 at 6%; with 100% employer match about $46,315 at 4% or $30,877 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 9 | $260,620 | $33,347 | $3,705iApproximate average salary by contribution assumption: employee only about $92,631 at 4% or $61,754 at 6%; with 50% employer match about $61,754 at 4% or $41,169 at 6%; with 100% employer match about $46,315 at 4% or $30,877 at 6%. |
| 1999 | 1 | 10 | $219,011 | $28,414 | $2,841iApproximate average salary by contribution assumption: employee only about $71,035 at 4% or $47,357 at 6%; with 50% employer match about $47,357 at 4% or $31,571 at 6%; with 100% employer match about $35,518 at 4% or $23,678 at 6%. |
| Valley Credit Union Money Purchase Plan and Trust | - | 10 | $219,011 | $28,414 | $2,841iApproximate average salary by contribution assumption: employee only about $71,035 at 4% or $47,357 at 6%; with 50% employer match about $47,357 at 4% or $31,571 at 6%; with 100% employer match about $35,518 at 4% or $23,678 at 6%. |