Civic Intelligence

Phillips Employees Credit Union

Plan context: Phillips Employees Credit Union Money Purchase Plan and Trust

EIN 74-1162836 • Pasadena, TX • 37 filings • 5 plans

PO Box 888Pasadena, TX 77501-0888
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

$369,548$184,774$0199920132024YearValue
$358,211Latest year 2024

Participants Over Time

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

1680199920122024YearValue
9Latest 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
202419$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%.
2023116$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%.
2022115$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%.
2021111$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%.
2020115$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%.
2019114$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%.
2018111$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%.
2017111$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%.
2016113$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%.
2015112$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%.
201416$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%.
2013111$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%.
2012110$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%.
2011110$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%.
2010210$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--
2009211$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--
200827$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--
200727$0$0-
Phillips Employees Credit Union Money Purchase Plan and Trust-3---
SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST-7---
200629$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--
200528$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--
200426$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--
200328$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--
200227$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%.
200127$0$0-
Phillips Employees Credit Union Money Purchase Plan and Trust-1---
SHARED RESOURCES CREDIT UNION 401K PLAN AND TRUST-7---
200026$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%.
199917$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%.