Vocal Credit Union
Plan context: Vocal Credit Union Capital Accumulation Plan
EIN 81-0283506 • Helena, MT • 13 filings • 2 plans
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |