Phillips Employees Credit Union
Plan context: Phillips Employees Credit Union Money Purchase Plan and Trust
EIN 74-1162836 • Pasadena, TX • 37 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$358,211
2024 Contributions
$52,425
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 | 9 | $358,211 | $52,425 | $5,825iApproximate average salary by contribution assumption: employee only about $145,625 at 4% or $97,083 at 6%; with 50% employer match about $97,083 at 4% or $64,722 at 6%; with 100% employer match about $72,813 at 4% or $48,542 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 9 | $358,211 | $52,425 | $5,825iApproximate average salary by contribution assumption: employee only about $145,625 at 4% or $97,083 at 6%; with 50% employer match about $97,083 at 4% or $64,722 at 6%; with 100% employer match about $72,813 at 4% or $48,542 at 6%. |
| 2023 | 1 | 16 | $318,471 | $57,101 | $3,569iApproximate average salary by contribution assumption: employee only about $89,220 at 4% or $59,480 at 6%; with 50% employer match about $59,480 at 4% or $39,653 at 6%; with 100% employer match about $44,610 at 4% or $29,740 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 16 | $318,471 | $57,101 | $3,569iApproximate average salary by contribution assumption: employee only about $89,220 at 4% or $59,480 at 6%; with 50% employer match about $59,480 at 4% or $39,653 at 6%; with 100% employer match about $44,610 at 4% or $29,740 at 6%. |
| 2022 | 1 | 15 | $263,766 | $58,185 | $3,879iApproximate average salary by contribution assumption: employee only about $96,975 at 4% or $64,650 at 6%; with 50% employer match about $64,650 at 4% or $43,100 at 6%; with 100% employer match about $48,488 at 4% or $32,325 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 15 | $263,766 | $58,185 | $3,879iApproximate average salary by contribution assumption: employee only about $96,975 at 4% or $64,650 at 6%; with 50% employer match about $64,650 at 4% or $43,100 at 6%; with 100% employer match about $48,488 at 4% or $32,325 at 6%. |
| 2021 | 1 | 11 | $295,001 | $37,789 | $3,435iApproximate average salary by contribution assumption: employee only about $85,884 at 4% or $57,256 at 6%; with 50% employer match about $57,256 at 4% or $38,171 at 6%; with 100% employer match about $42,942 at 4% or $28,628 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 11 | $295,001 | $37,789 | $3,435iApproximate average salary by contribution assumption: employee only about $85,884 at 4% or $57,256 at 6%; with 50% employer match about $57,256 at 4% or $38,171 at 6%; with 100% employer match about $42,942 at 4% or $28,628 at 6%. |
| 2020 | 1 | 15 | $364,192 | $43,345 | $2,890iApproximate average salary by contribution assumption: employee only about $72,242 at 4% or $48,161 at 6%; with 50% employer match about $48,161 at 4% or $32,107 at 6%; with 100% employer match about $36,121 at 4% or $24,081 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 15 | $364,192 | $43,345 | $2,890iApproximate average salary by contribution assumption: employee only about $72,242 at 4% or $48,161 at 6%; with 50% employer match about $48,161 at 4% or $32,107 at 6%; with 100% employer match about $36,121 at 4% or $24,081 at 6%. |
| 2019 | 1 | 14 | $369,548 | $47,785 | $3,413iApproximate average salary by contribution assumption: employee only about $85,330 at 4% or $56,887 at 6%; with 50% employer match about $56,887 at 4% or $37,925 at 6%; with 100% employer match about $42,665 at 4% or $28,443 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 14 | $369,548 | $47,785 | $3,413iApproximate average salary by contribution assumption: employee only about $85,330 at 4% or $56,887 at 6%; with 50% employer match about $56,887 at 4% or $37,925 at 6%; with 100% employer match about $42,665 at 4% or $28,443 at 6%. |
| 2018 | 1 | 11 | $295,001 | $37,789 | $3,435iApproximate average salary by contribution assumption: employee only about $85,884 at 4% or $57,256 at 6%; with 50% employer match about $57,256 at 4% or $38,171 at 6%; with 100% employer match about $42,942 at 4% or $28,628 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 11 | $295,001 | $37,789 | $3,435iApproximate average salary by contribution assumption: employee only about $85,884 at 4% or $57,256 at 6%; with 50% employer match about $57,256 at 4% or $38,171 at 6%; with 100% employer match about $42,942 at 4% or $28,628 at 6%. |
| 2017 | 1 | 11 | $295,664 | $48,109 | $4,374iApproximate average salary by contribution assumption: employee only about $109,339 at 4% or $72,892 at 6%; with 50% employer match about $72,892 at 4% or $48,595 at 6%; with 100% employer match about $54,669 at 4% or $36,446 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 11 | $295,664 | $48,109 | $4,374iApproximate average salary by contribution assumption: employee only about $109,339 at 4% or $72,892 at 6%; with 50% employer match about $72,892 at 4% or $48,595 at 6%; with 100% employer match about $54,669 at 4% or $36,446 at 6%. |
| 2016 | 1 | 13 | $253,038 | $42,999 | $3,308iApproximate average salary by contribution assumption: employee only about $82,690 at 4% or $55,127 at 6%; with 50% employer match about $55,127 at 4% or $36,751 at 6%; with 100% employer match about $41,345 at 4% or $27,563 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 13 | $253,038 | $42,999 | $3,308iApproximate average salary by contribution assumption: employee only about $82,690 at 4% or $55,127 at 6%; with 50% employer match about $55,127 at 4% or $36,751 at 6%; with 100% employer match about $41,345 at 4% or $27,563 at 6%. |
| 2015 | 1 | 12 | $228,681 | $45,576 | $3,798iApproximate average salary by contribution assumption: employee only about $94,950 at 4% or $63,300 at 6%; with 50% employer match about $63,300 at 4% or $42,200 at 6%; with 100% employer match about $47,475 at 4% or $31,650 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 12 | $228,681 | $45,576 | $3,798iApproximate average salary by contribution assumption: employee only about $94,950 at 4% or $63,300 at 6%; with 50% employer match about $63,300 at 4% or $42,200 at 6%; with 100% employer match about $47,475 at 4% or $31,650 at 6%. |
| 2014 | 1 | 6 | $207,946 | $26,718 | $4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 6 | $207,946 | $26,718 | $4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%. |
| 2013 | 1 | 11 | $195,590 | $15,529 | $1,412iApproximate average salary by contribution assumption: employee only about $35,293 at 4% or $23,529 at 6%; with 50% employer match about $23,529 at 4% or $15,686 at 6%; with 100% employer match about $17,647 at 4% or $11,764 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 11 | $195,590 | $15,529 | $1,412iApproximate average salary by contribution assumption: employee only about $35,293 at 4% or $23,529 at 6%; with 50% employer match about $23,529 at 4% or $15,686 at 6%; with 100% employer match about $17,647 at 4% or $11,764 at 6%. |
| 2012 | 1 | 10 | $154,740 | $28,022 | $2,802iApproximate average salary by contribution assumption: employee only about $70,055 at 4% or $46,703 at 6%; with 50% employer match about $46,703 at 4% or $31,136 at 6%; with 100% employer match about $35,028 at 4% or $23,352 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 10 | $154,740 | $28,022 | $2,802iApproximate average salary by contribution assumption: employee only about $70,055 at 4% or $46,703 at 6%; with 50% employer match about $46,703 at 4% or $31,136 at 6%; with 100% employer match about $35,028 at 4% or $23,352 at 6%. |
| 2011 | 1 | 10 | $138,273 | $12,612 | $1,261iApproximate average salary by contribution assumption: employee only about $31,530 at 4% or $21,020 at 6%; with 50% employer match about $21,020 at 4% or $14,013 at 6%; with 100% employer match about $15,765 at 4% or $10,510 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 10 | $138,273 | $12,612 | $1,261iApproximate average salary by contribution assumption: employee only about $31,530 at 4% or $21,020 at 6%; with 50% employer match about $21,020 at 4% or $14,013 at 6%; with 100% employer match about $15,765 at 4% or $10,510 at 6%. |
| 2010 | 2 | 10 | $138,520 | $47,283 | $4,728iApproximate average salary by contribution assumption: employee only about $118,208 at 4% or $78,805 at 6%; with 50% employer match about $78,805 at 4% or $52,537 at 6%; with 100% employer match about $59,104 at 4% or $39,403 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 10 | $138,520 | $47,283 | $4,728iApproximate average salary by contribution assumption: employee only about $118,208 at 4% or $78,805 at 6%; with 50% employer match about $78,805 at 4% or $52,537 at 6%; with 100% employer match about $59,104 at 4% or $39,403 at 6%. |
| SHARED RESOURCES CREDIT UNION 401(K) PLAN AND TRUST | - | 0 | $0 | - | - |
| 2009 | 2 | 11 | $119,581 | $36,816 | $3,347iApproximate average salary by contribution assumption: employee only about $83,673 at 4% or $55,782 at 6%; with 50% employer match about $55,782 at 4% or $37,188 at 6%; with 100% employer match about $41,836 at 4% or $27,891 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 11 | $98,311 | $36,816 | $3,347iApproximate average salary by contribution assumption: employee only about $83,673 at 4% or $55,782 at 6%; with 50% employer match about $55,782 at 4% or $37,188 at 6%; with 100% employer match about $41,836 at 4% or $27,891 at 6%. |
| SHARED RESOURCES CREDIT UNION 401(K) PLAN AND TRUST | - | 1 | $21,270 | - | - |
| 2008 | 2 | 7 | $85,698 | $13,339 | $1,906iApproximate average salary by contribution assumption: employee only about $47,639 at 4% or $31,760 at 6%; with 50% employer match about $31,760 at 4% or $21,173 at 6%; with 100% employer match about $23,820 at 4% or $15,880 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 5 | $69,260 | $13,339 | $2,668iApproximate average salary by contribution assumption: employee only about $66,695 at 4% or $44,463 at 6%; with 50% employer match about $44,463 at 4% or $29,642 at 6%; with 100% employer match about $33,348 at 4% or $22,232 at 6%. |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 7 | $16,438 | - | - |
| 2007 | 2 | 7 | $0 | $0 | - |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 3 | - | - | - |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 7 | - | - | - |
| 2006 | 2 | 9 | $93,542 | $10,822 | $1,202iApproximate average salary by contribution assumption: employee only about $30,061 at 4% or $20,041 at 6%; with 50% employer match about $20,041 at 4% or $13,360 at 6%; with 100% employer match about $15,031 at 4% or $10,020 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 3 | $68,291 | $10,822 | $3,607iApproximate average salary by contribution assumption: employee only about $90,183 at 4% or $60,122 at 6%; with 50% employer match about $60,122 at 4% or $40,081 at 6%; with 100% employer match about $45,092 at 4% or $30,061 at 6%. |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 9 | $25,251 | - | - |
| 2005 | 2 | 8 | $73,093 | $14,219 | $1,777iApproximate average salary by contribution assumption: employee only about $44,434 at 4% or $29,623 at 6%; with 50% employer match about $29,623 at 4% or $19,749 at 6%; with 100% employer match about $22,217 at 4% or $14,811 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 8 | $51,759 | $14,219 | $1,777iApproximate average salary by contribution assumption: employee only about $44,434 at 4% or $29,623 at 6%; with 50% employer match about $29,623 at 4% or $19,749 at 6%; with 100% employer match about $22,217 at 4% or $14,811 at 6%. |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 8 | $21,334 | - | - |
| 2004 | 2 | 6 | $56,536 | $14,623 | $2,437iApproximate average salary by contribution assumption: employee only about $60,929 at 4% or $40,619 at 6%; with 50% employer match about $40,619 at 4% or $27,080 at 6%; with 100% employer match about $30,465 at 4% or $20,310 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 6 | $35,773 | $14,623 | $2,437iApproximate average salary by contribution assumption: employee only about $60,929 at 4% or $40,619 at 6%; with 50% employer match about $40,619 at 4% or $27,080 at 6%; with 100% employer match about $30,465 at 4% or $20,310 at 6%. |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 0 | $20,763 | - | - |
| 2003 | 2 | 8 | $38,457 | $9,132 | $1,142iApproximate average salary by contribution assumption: employee only about $28,538 at 4% or $19,025 at 6%; with 50% employer match about $19,025 at 4% or $12,683 at 6%; with 100% employer match about $14,269 at 4% or $9,513 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 6 | $19,373 | $9,132 | $1,522iApproximate average salary by contribution assumption: employee only about $38,050 at 4% or $25,367 at 6%; with 50% employer match about $25,367 at 4% or $16,911 at 6%; with 100% employer match about $19,025 at 4% or $12,683 at 6%. |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 8 | $19,084 | - | - |
| 2002 | 2 | 7 | $30,495 | $23,976 | $3,425iApproximate average salary by contribution assumption: employee only about $85,629 at 4% or $57,086 at 6%; with 50% employer match about $57,086 at 4% or $38,057 at 6%; with 100% employer match about $42,814 at 4% or $28,543 at 6%. |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 7 | $20,343 | $20,743 | $2,963iApproximate average salary by contribution assumption: employee only about $74,082 at 4% or $49,388 at 6%; with 50% employer match about $49,388 at 4% or $32,925 at 6%; with 100% employer match about $37,041 at 4% or $24,694 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 2 | $10,152 | $3,233 | $1,617iApproximate average salary by contribution assumption: employee only about $40,413 at 4% or $26,942 at 6%; with 50% employer match about $26,942 at 4% or $17,961 at 6%; with 100% employer match about $20,206 at 4% or $13,471 at 6%. |
| 2001 | 2 | 7 | $0 | $0 | - |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 1 | - | - | - |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 7 | - | - | - |
| 2000 | 2 | 6 | $53,465 | $20,875 | $3,479iApproximate average salary by contribution assumption: employee only about $86,979 at 4% or $57,986 at 6%; with 50% employer match about $57,986 at 4% or $38,657 at 6%; with 100% employer match about $43,490 at 4% or $28,993 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 6 | $46,348 | $13,151 | $2,192iApproximate average salary by contribution assumption: employee only about $54,796 at 4% or $36,531 at 6%; with 50% employer match about $36,531 at 4% or $24,354 at 6%; with 100% employer match about $27,398 at 4% or $18,265 at 6%. |
| SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST | - | 6 | $7,117 | $7,724 | $1,287iApproximate average salary by contribution assumption: employee only about $32,183 at 4% or $21,456 at 6%; with 50% employer match about $21,456 at 4% or $14,304 at 6%; with 100% employer match about $16,092 at 4% or $10,728 at 6%. |
| 1999 | 1 | 7 | $34,258 | $11,406 | $1,629iApproximate average salary by contribution assumption: employee only about $40,736 at 4% or $27,157 at 6%; with 50% employer match about $27,157 at 4% or $18,105 at 6%; with 100% employer match about $20,368 at 4% or $13,579 at 6%. |
| Phillips Employees Credit Union Money Purchase Plan and Trust | - | 7 | $34,258 | $11,406 | $1,629iApproximate average salary by contribution assumption: employee only about $40,736 at 4% or $27,157 at 6%; with 50% employer match about $27,157 at 4% or $18,105 at 6%; with 100% employer match about $20,368 at 4% or $13,579 at 6%. |