Civic Intelligence

Phi Federal Credit Union

Plan context: Phi Federal Credit Union Basic 401(K) Plan and Trust

EIN 72-0768600 • Lafayette, LA • 21 filings • 2 plans

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PO Box 82405Lafayette, LA 70598-2405
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$30,317

2024 Contributions

$2,846

Historical Graphs

Total Assets Over Time

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

$53,489$26,745$0200220162024YearValue
$30,317Latest year 2024

Participants Over Time

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

630200120142024YearValue
5Latest 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
202415$30,317$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-5$30,317--
202315$28,495$2,846$569iApproximate average salary by contribution assumption: employee only about $14,230 at 4% or $9,487 at 6%; with 50% employer match about $9,487 at 4% or $6,324 at 6%; with 100% employer match about $7,115 at 4% or $4,743 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-5$28,495$2,846$569iApproximate average salary by contribution assumption: employee only about $14,230 at 4% or $9,487 at 6%; with 50% employer match about $9,487 at 4% or $6,324 at 6%; with 100% employer match about $7,115 at 4% or $4,743 at 6%.
202215$47,318$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-5$47,318--
202115$53,489$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-5$53,489--
202015$49,786$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-5$49,786--
201915$46,445$3,767$753iApproximate average salary by contribution assumption: employee only about $18,835 at 4% or $12,557 at 6%; with 50% employer match about $12,557 at 4% or $8,371 at 6%; with 100% employer match about $9,418 at 4% or $6,278 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-5$46,445$3,767$753iApproximate average salary by contribution assumption: employee only about $18,835 at 4% or $12,557 at 6%; with 50% employer match about $12,557 at 4% or $8,371 at 6%; with 100% employer match about $9,418 at 4% or $6,278 at 6%.
201815$36,426$3,696$739iApproximate average salary by contribution assumption: employee only about $18,480 at 4% or $12,320 at 6%; with 50% employer match about $12,320 at 4% or $8,213 at 6%; with 100% employer match about $9,240 at 4% or $6,160 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-5$36,426$3,696$739iApproximate average salary by contribution assumption: employee only about $18,480 at 4% or $12,320 at 6%; with 50% employer match about $12,320 at 4% or $8,213 at 6%; with 100% employer match about $9,240 at 4% or $6,160 at 6%.
201716$36,961$3,662$610iApproximate average salary by contribution assumption: employee only about $15,258 at 4% or $10,172 at 6%; with 50% employer match about $10,172 at 4% or $6,781 at 6%; with 100% employer match about $7,629 at 4% or $5,086 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-6$36,961$3,662$610iApproximate average salary by contribution assumption: employee only about $15,258 at 4% or $10,172 at 6%; with 50% employer match about $10,172 at 4% or $6,781 at 6%; with 100% employer match about $7,629 at 4% or $5,086 at 6%.
201616$28,434$3,406$568iApproximate average salary by contribution assumption: employee only about $14,192 at 4% or $9,461 at 6%; with 50% employer match about $9,461 at 4% or $6,307 at 6%; with 100% employer match about $7,096 at 4% or $4,731 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-6$28,434$3,406$568iApproximate average salary by contribution assumption: employee only about $14,192 at 4% or $9,461 at 6%; with 50% employer match about $9,461 at 4% or $6,307 at 6%; with 100% employer match about $7,096 at 4% or $4,731 at 6%.
201516$23,274$6,213$1,036iApproximate average salary by contribution assumption: employee only about $25,888 at 4% or $17,258 at 6%; with 50% employer match about $17,258 at 4% or $11,506 at 6%; with 100% employer match about $12,944 at 4% or $8,629 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-6$23,274$6,213$1,036iApproximate average salary by contribution assumption: employee only about $25,888 at 4% or $17,258 at 6%; with 50% employer match about $17,258 at 4% or $11,506 at 6%; with 100% employer match about $12,944 at 4% or $8,629 at 6%.
201413$17,671$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-3$17,671--
201316$16,784$5,478$913iApproximate average salary by contribution assumption: employee only about $22,825 at 4% or $15,217 at 6%; with 50% employer match about $15,217 at 4% or $10,144 at 6%; with 100% employer match about $11,413 at 4% or $7,608 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-6$16,784$5,478$913iApproximate average salary by contribution assumption: employee only about $22,825 at 4% or $15,217 at 6%; with 50% employer match about $15,217 at 4% or $10,144 at 6%; with 100% employer match about $11,413 at 4% or $7,608 at 6%.
201213$9,587$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-3$9,587--
201114$12,971$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-4$12,971--
201014$13,182$5,667$1,417iApproximate average salary by contribution assumption: employee only about $35,419 at 4% or $23,613 at 6%; with 50% employer match about $23,613 at 4% or $15,742 at 6%; with 100% employer match about $17,709 at 4% or $11,806 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-4$13,182$5,667$1,417iApproximate average salary by contribution assumption: employee only about $35,419 at 4% or $23,613 at 6%; with 50% employer match about $23,613 at 4% or $15,742 at 6%; with 100% employer match about $17,709 at 4% or $11,806 at 6%.
200914$6,671$2,414$604iApproximate average salary by contribution assumption: employee only about $15,088 at 4% or $10,058 at 6%; with 50% employer match about $10,058 at 4% or $6,706 at 6%; with 100% employer match about $7,544 at 4% or $5,029 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-4$6,671$2,414$604iApproximate average salary by contribution assumption: employee only about $15,088 at 4% or $10,058 at 6%; with 50% employer match about $10,058 at 4% or $6,706 at 6%; with 100% employer match about $7,544 at 4% or $5,029 at 6%.
200812$0$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-2---
200712$0$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-2---
200612$2,802$1,868$934iApproximate average salary by contribution assumption: employee only about $23,350 at 4% or $15,567 at 6%; with 50% employer match about $15,567 at 4% or $10,378 at 6%; with 100% employer match about $11,675 at 4% or $7,783 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-2$2,802$1,868$934iApproximate average salary by contribution assumption: employee only about $23,350 at 4% or $15,567 at 6%; with 50% employer match about $15,567 at 4% or $10,378 at 6%; with 100% employer match about $11,675 at 4% or $7,783 at 6%.
200212$9,223$6,699$3,350iApproximate average salary by contribution assumption: employee only about $83,738 at 4% or $55,825 at 6%; with 50% employer match about $55,825 at 4% or $37,217 at 6%; with 100% employer match about $41,869 at 4% or $27,913 at 6%.
Phi Federal Credit Union Basic 401(K) Plan and Trust-2$9,223$6,699$3,350iApproximate average salary by contribution assumption: employee only about $83,738 at 4% or $55,825 at 6%; with 50% employer match about $55,825 at 4% or $37,217 at 6%; with 100% employer match about $41,869 at 4% or $27,913 at 6%.
200112$0$0-
Phi Federal Credit Union Basic 401(K) Plan and Trust-2---