Civic Intelligence

Vocal Credit Union

Plan context: Vocal Credit Union Capital Accumulation Plan

EIN 81-0283506 • Helena, MT • 13 filings • 2 plans

2910 Prospect AvenueHelena, MT 59601-9726
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,104,695

2024 Contributions

$171,145

Historical Graphs

Total Assets Over Time

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

$2,104,695$1,052,348$0201220182024YearValue
$2,104,695Latest year 2024

Participants Over Time

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

21110201220182024YearValue
18Latest 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
2024118$2,104,695$171,145$9,508iApproximate average salary by contribution assumption: employee only about $237,701 at 4% or $158,468 at 6%; with 50% employer match about $158,468 at 4% or $105,645 at 6%; with 100% employer match about $118,851 at 4% or $79,234 at 6%.
Vocal Credit Union Capital Accumulation Plan-18$2,104,695$171,145$9,508iApproximate average salary by contribution assumption: employee only about $237,701 at 4% or $158,468 at 6%; with 50% employer match about $158,468 at 4% or $105,645 at 6%; with 100% employer match about $118,851 at 4% or $79,234 at 6%.
2023114$1,780,562$150,518$10,751iApproximate average salary by contribution assumption: employee only about $268,782 at 4% or $179,188 at 6%; with 50% employer match about $179,188 at 4% or $119,459 at 6%; with 100% employer match about $134,391 at 4% or $89,594 at 6%.
Vocal Credit Union Capital Accumulation Plan-14$1,780,562$150,518$10,751iApproximate average salary by contribution assumption: employee only about $268,782 at 4% or $179,188 at 6%; with 50% employer match about $179,188 at 4% or $119,459 at 6%; with 100% employer match about $134,391 at 4% or $89,594 at 6%.
2022115$1,515,098$148,529$9,902iApproximate average salary by contribution assumption: employee only about $247,548 at 4% or $165,032 at 6%; with 50% employer match about $165,032 at 4% or $110,021 at 6%; with 100% employer match about $123,774 at 4% or $82,516 at 6%.
Vocal Credit Union Capital Accumulation Plan-15$1,515,098$148,529$9,902iApproximate average salary by contribution assumption: employee only about $247,548 at 4% or $165,032 at 6%; with 50% employer match about $165,032 at 4% or $110,021 at 6%; with 100% employer match about $123,774 at 4% or $82,516 at 6%.
2021114$1,588,512$181,216$12,944iApproximate average salary by contribution assumption: employee only about $323,600 at 4% or $215,733 at 6%; with 50% employer match about $215,733 at 4% or $143,822 at 6%; with 100% employer match about $161,800 at 4% or $107,867 at 6%.
Vocal Credit Union Capital Accumulation Plan-14$1,588,512$181,216$12,944iApproximate average salary by contribution assumption: employee only about $323,600 at 4% or $215,733 at 6%; with 50% employer match about $215,733 at 4% or $143,822 at 6%; with 100% employer match about $161,800 at 4% or $107,867 at 6%.
2020121$1,277,656$149,182$7,104iApproximate average salary by contribution assumption: employee only about $177,598 at 4% or $118,398 at 6%; with 50% employer match about $118,398 at 4% or $78,932 at 6%; with 100% employer match about $88,799 at 4% or $59,199 at 6%.
Vocal Credit Union Capital Accumulation Plan-21$1,277,656$149,182$7,104iApproximate average salary by contribution assumption: employee only about $177,598 at 4% or $118,398 at 6%; with 50% employer match about $118,398 at 4% or $78,932 at 6%; with 100% employer match about $88,799 at 4% or $59,199 at 6%.
2019118$983,784$95,925$5,329iApproximate average salary by contribution assumption: employee only about $133,229 at 4% or $88,819 at 6%; with 50% employer match about $88,819 at 4% or $59,213 at 6%; with 100% employer match about $66,615 at 4% or $44,410 at 6%.
Vocal Credit Union Capital Accumulation Plan-18$983,784$95,925$5,329iApproximate average salary by contribution assumption: employee only about $133,229 at 4% or $88,819 at 6%; with 50% employer match about $88,819 at 4% or $59,213 at 6%; with 100% employer match about $66,615 at 4% or $44,410 at 6%.
2018115$746,475$114,304$7,620iApproximate average salary by contribution assumption: employee only about $190,507 at 4% or $127,004 at 6%; with 50% employer match about $127,004 at 4% or $84,670 at 6%; with 100% employer match about $95,253 at 4% or $63,502 at 6%.
Vocal Credit Union Capital Accumulation Plan-15$746,475$114,304$7,620iApproximate average salary by contribution assumption: employee only about $190,507 at 4% or $127,004 at 6%; with 50% employer match about $127,004 at 4% or $84,670 at 6%; with 100% employer match about $95,253 at 4% or $63,502 at 6%.
2017111$725,267$105,102$9,555iApproximate average salary by contribution assumption: employee only about $238,868 at 4% or $159,245 at 6%; with 50% employer match about $159,245 at 4% or $106,164 at 6%; with 100% employer match about $119,434 at 4% or $79,623 at 6%.
Vocal Credit Union Capital Accumulation Plan-11$725,267$105,102$9,555iApproximate average salary by contribution assumption: employee only about $238,868 at 4% or $159,245 at 6%; with 50% employer match about $159,245 at 4% or $106,164 at 6%; with 100% employer match about $119,434 at 4% or $79,623 at 6%.
201619$578,624$70,366$7,818iApproximate average salary by contribution assumption: employee only about $195,461 at 4% or $130,307 at 6%; with 50% employer match about $130,307 at 4% or $86,872 at 6%; with 100% employer match about $97,731 at 4% or $65,154 at 6%.
Vocal Credit Union Capital Accumulation Plan-9$578,624$70,366$7,818iApproximate average salary by contribution assumption: employee only about $195,461 at 4% or $130,307 at 6%; with 50% employer match about $130,307 at 4% or $86,872 at 6%; with 100% employer match about $97,731 at 4% or $65,154 at 6%.
201519$479,115$63,091$7,010iApproximate average salary by contribution assumption: employee only about $175,253 at 4% or $116,835 at 6%; with 50% employer match about $116,835 at 4% or $77,890 at 6%; with 100% employer match about $87,626 at 4% or $58,418 at 6%.
Vocal Credit Union Capital Accumulation Plan-9$479,115$63,091$7,010iApproximate average salary by contribution assumption: employee only about $175,253 at 4% or $116,835 at 6%; with 50% employer match about $116,835 at 4% or $77,890 at 6%; with 100% employer match about $87,626 at 4% or $58,418 at 6%.
201416$420,895$281,643$46,941iApproximate average salary by contribution assumption: employee only about $1,173,513 at 4% or $782,342 at 6%; with 50% employer match about $782,342 at 4% or $521,561 at 6%; with 100% employer match about $586,756 at 4% or $391,171 at 6%.
Vocal Credit Union Capital Accumulation Plan-6$420,895$281,643$46,941iApproximate average salary by contribution assumption: employee only about $1,173,513 at 4% or $782,342 at 6%; with 50% employer match about $782,342 at 4% or $521,561 at 6%; with 100% employer match about $586,756 at 4% or $391,171 at 6%.
201319$136,685$59,923$6,658iApproximate average salary by contribution assumption: employee only about $166,453 at 4% or $110,969 at 6%; with 50% employer match about $110,969 at 4% or $73,979 at 6%; with 100% employer match about $83,226 at 4% or $55,484 at 6%.
Vocal Credit Union Capital Accumulation Plan-9$136,685$59,923$6,658iApproximate average salary by contribution assumption: employee only about $166,453 at 4% or $110,969 at 6%; with 50% employer match about $110,969 at 4% or $73,979 at 6%; with 100% employer match about $83,226 at 4% or $55,484 at 6%.
201218$64,070$61,090$7,636iApproximate average salary by contribution assumption: employee only about $190,906 at 4% or $127,271 at 6%; with 50% employer match about $127,271 at 4% or $84,847 at 6%; with 100% employer match about $95,453 at 4% or $63,635 at 6%.
Vocal Credit Union Capital Accumulation Plan-8$64,070$61,090$7,636iApproximate average salary by contribution assumption: employee only about $190,906 at 4% or $127,271 at 6%; with 50% employer match about $127,271 at 4% or $84,847 at 6%; with 100% employer match about $95,453 at 4% or $63,635 at 6%.