Civic Intelligence

San Juan Mountains Credit Union

Plan context: San Juan Mountains Credit Union 401(K) Plan and Trust

EIN 84-0512485 • Montrose, CO • 30 filings • 5 plans

1400 E Main StMontrose, CO 81401-5841
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$714,219

2024 Contributions

$38,305

Historical Graphs

Total Assets Over Time

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

$714,219$357,110$0199920122024YearValue
$714,219Latest year 2024

Participants Over Time

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

1790199920122024YearValue
15Latest 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
2024115$714,219$38,305$2,554iApproximate average salary by contribution assumption: employee only about $63,842 at 4% or $42,561 at 6%; with 50% employer match about $42,561 at 4% or $28,374 at 6%; with 100% employer match about $31,921 at 4% or $21,281 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-15$714,219$38,305$2,554iApproximate average salary by contribution assumption: employee only about $63,842 at 4% or $42,561 at 6%; with 50% employer match about $42,561 at 4% or $28,374 at 6%; with 100% employer match about $31,921 at 4% or $21,281 at 6%.
2023117$639,984$37,424$2,201iApproximate average salary by contribution assumption: employee only about $55,035 at 4% or $36,690 at 6%; with 50% employer match about $36,690 at 4% or $24,460 at 6%; with 100% employer match about $27,518 at 4% or $18,345 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-17$639,984$37,424$2,201iApproximate average salary by contribution assumption: employee only about $55,035 at 4% or $36,690 at 6%; with 50% employer match about $36,690 at 4% or $24,460 at 6%; with 100% employer match about $27,518 at 4% or $18,345 at 6%.
2022116$559,784$34,613$2,163iApproximate average salary by contribution assumption: employee only about $54,083 at 4% or $36,055 at 6%; with 50% employer match about $36,055 at 4% or $24,037 at 6%; with 100% employer match about $27,041 at 4% or $18,028 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-16$559,784$34,613$2,163iApproximate average salary by contribution assumption: employee only about $54,083 at 4% or $36,055 at 6%; with 50% employer match about $36,055 at 4% or $24,037 at 6%; with 100% employer match about $27,041 at 4% or $18,028 at 6%.
2021113$561,056$31,242$2,403iApproximate average salary by contribution assumption: employee only about $60,081 at 4% or $40,054 at 6%; with 50% employer match about $40,054 at 4% or $26,703 at 6%; with 100% employer match about $30,040 at 4% or $20,027 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-13$561,056$31,242$2,403iApproximate average salary by contribution assumption: employee only about $60,081 at 4% or $40,054 at 6%; with 50% employer match about $40,054 at 4% or $26,703 at 6%; with 100% employer match about $30,040 at 4% or $20,027 at 6%.
2020113$494,476$100,578$7,737iApproximate average salary by contribution assumption: employee only about $193,419 at 4% or $128,946 at 6%; with 50% employer match about $128,946 at 4% or $85,964 at 6%; with 100% employer match about $96,710 at 4% or $64,473 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-13$494,476$100,578$7,737iApproximate average salary by contribution assumption: employee only about $193,419 at 4% or $128,946 at 6%; with 50% employer match about $128,946 at 4% or $85,964 at 6%; with 100% employer match about $96,710 at 4% or $64,473 at 6%.
2019114$395,912$31,964$2,283iApproximate average salary by contribution assumption: employee only about $57,079 at 4% or $38,052 at 6%; with 50% employer match about $38,052 at 4% or $25,368 at 6%; with 100% employer match about $28,539 at 4% or $19,026 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-14$395,912$31,964$2,283iApproximate average salary by contribution assumption: employee only about $57,079 at 4% or $38,052 at 6%; with 50% employer match about $38,052 at 4% or $25,368 at 6%; with 100% employer match about $28,539 at 4% or $19,026 at 6%.
2018113$321,298$28,625$2,202iApproximate average salary by contribution assumption: employee only about $55,048 at 4% or $36,699 at 6%; with 50% employer match about $36,699 at 4% or $24,466 at 6%; with 100% employer match about $27,524 at 4% or $18,349 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-13$321,298$28,625$2,202iApproximate average salary by contribution assumption: employee only about $55,048 at 4% or $36,699 at 6%; with 50% employer match about $36,699 at 4% or $24,466 at 6%; with 100% employer match about $27,524 at 4% or $18,349 at 6%.
2017113$317,524$18,228$1,402iApproximate average salary by contribution assumption: employee only about $35,054 at 4% or $23,369 at 6%; with 50% employer match about $23,369 at 4% or $15,579 at 6%; with 100% employer match about $17,527 at 4% or $11,685 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-13$317,524$18,228$1,402iApproximate average salary by contribution assumption: employee only about $35,054 at 4% or $23,369 at 6%; with 50% employer match about $23,369 at 4% or $15,579 at 6%; with 100% employer match about $17,527 at 4% or $11,685 at 6%.
2016112$255,150$17,475$1,456iApproximate average salary by contribution assumption: employee only about $36,406 at 4% or $24,271 at 6%; with 50% employer match about $24,271 at 4% or $16,181 at 6%; with 100% employer match about $18,203 at 4% or $12,135 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-12$255,150$17,475$1,456iApproximate average salary by contribution assumption: employee only about $36,406 at 4% or $24,271 at 6%; with 50% employer match about $24,271 at 4% or $16,181 at 6%; with 100% employer match about $18,203 at 4% or $12,135 at 6%.
2015111$219,531$17,660$1,605iApproximate average salary by contribution assumption: employee only about $40,136 at 4% or $26,758 at 6%; with 50% employer match about $26,758 at 4% or $17,838 at 6%; with 100% employer match about $20,068 at 4% or $13,379 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-11$219,531$17,660$1,605iApproximate average salary by contribution assumption: employee only about $40,136 at 4% or $26,758 at 6%; with 50% employer match about $26,758 at 4% or $17,838 at 6%; with 100% employer match about $20,068 at 4% or $13,379 at 6%.
201418$205,943$17,242$2,155iApproximate average salary by contribution assumption: employee only about $53,881 at 4% or $35,921 at 6%; with 50% employer match about $35,921 at 4% or $23,947 at 6%; with 100% employer match about $26,941 at 4% or $17,960 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-8$205,943$17,242$2,155iApproximate average salary by contribution assumption: employee only about $53,881 at 4% or $35,921 at 6%; with 50% employer match about $35,921 at 4% or $23,947 at 6%; with 100% employer match about $26,941 at 4% or $17,960 at 6%.
2013111$208,881$14,582$1,326iApproximate average salary by contribution assumption: employee only about $33,141 at 4% or $22,094 at 6%; with 50% employer match about $22,094 at 4% or $14,729 at 6%; with 100% employer match about $16,570 at 4% or $11,047 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-11$208,881$14,582$1,326iApproximate average salary by contribution assumption: employee only about $33,141 at 4% or $22,094 at 6%; with 50% employer match about $22,094 at 4% or $14,729 at 6%; with 100% employer match about $16,570 at 4% or $11,047 at 6%.
2012111$175,205$13,936$1,267iApproximate average salary by contribution assumption: employee only about $31,673 at 4% or $21,115 at 6%; with 50% employer match about $21,115 at 4% or $14,077 at 6%; with 100% employer match about $15,836 at 4% or $10,558 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-11$175,205$13,936$1,267iApproximate average salary by contribution assumption: employee only about $31,673 at 4% or $21,115 at 6%; with 50% employer match about $21,115 at 4% or $14,077 at 6%; with 100% employer match about $15,836 at 4% or $10,558 at 6%.
2011110$145,895$11,649$1,165iApproximate average salary by contribution assumption: employee only about $29,123 at 4% or $19,415 at 6%; with 50% employer match about $19,415 at 4% or $12,943 at 6%; with 100% employer match about $14,561 at 4% or $9,708 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-10$145,895$11,649$1,165iApproximate average salary by contribution assumption: employee only about $29,123 at 4% or $19,415 at 6%; with 50% employer match about $19,415 at 4% or $12,943 at 6%; with 100% employer match about $14,561 at 4% or $9,708 at 6%.
2010110$144,204$13,978$1,398iApproximate average salary by contribution assumption: employee only about $34,945 at 4% or $23,297 at 6%; with 50% employer match about $23,297 at 4% or $15,531 at 6%; with 100% employer match about $17,473 at 4% or $11,648 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-10$144,204$13,978$1,398iApproximate average salary by contribution assumption: employee only about $34,945 at 4% or $23,297 at 6%; with 50% employer match about $23,297 at 4% or $15,531 at 6%; with 100% employer match about $17,473 at 4% or $11,648 at 6%.
2009110$137,164$20,402$2,040iApproximate average salary by contribution assumption: employee only about $51,005 at 4% or $34,003 at 6%; with 50% employer match about $34,003 at 4% or $22,669 at 6%; with 100% employer match about $25,503 at 4% or $17,002 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-10$137,164$20,402$2,040iApproximate average salary by contribution assumption: employee only about $51,005 at 4% or $34,003 at 6%; with 50% employer match about $34,003 at 4% or $22,669 at 6%; with 100% employer match about $25,503 at 4% or $17,002 at 6%.
200818$93,109$25,455$3,182iApproximate average salary by contribution assumption: employee only about $79,547 at 4% or $53,031 at 6%; with 50% employer match about $53,031 at 4% or $35,354 at 6%; with 100% employer match about $39,773 at 4% or $26,516 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-8$93,109$25,455$3,182iApproximate average salary by contribution assumption: employee only about $79,547 at 4% or $53,031 at 6%; with 50% employer match about $53,031 at 4% or $35,354 at 6%; with 100% employer match about $39,773 at 4% or $26,516 at 6%.
200718$99,910$25,636$3,205iApproximate average salary by contribution assumption: employee only about $80,113 at 4% or $53,408 at 6%; with 50% employer match about $53,408 at 4% or $35,606 at 6%; with 100% employer match about $40,056 at 4% or $26,704 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-8$99,910$25,636$3,205iApproximate average salary by contribution assumption: employee only about $80,113 at 4% or $53,408 at 6%; with 50% employer match about $53,408 at 4% or $35,606 at 6%; with 100% employer match about $40,056 at 4% or $26,704 at 6%.
200618$70,514$18,439$2,305iApproximate average salary by contribution assumption: employee only about $57,622 at 4% or $38,415 at 6%; with 50% employer match about $38,415 at 4% or $25,610 at 6%; with 100% employer match about $28,811 at 4% or $19,207 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-8$70,514$18,439$2,305iApproximate average salary by contribution assumption: employee only about $57,622 at 4% or $38,415 at 6%; with 50% employer match about $38,415 at 4% or $25,610 at 6%; with 100% employer match about $28,811 at 4% or $19,207 at 6%.
200528$51,722$122,874$15,359iApproximate average salary by contribution assumption: employee only about $383,981 at 4% or $255,988 at 6%; with 50% employer match about $255,988 at 4% or $170,658 at 6%; with 100% employer match about $191,991 at 4% or $127,994 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-6$45,436$12,587$2,098iApproximate average salary by contribution assumption: employee only about $52,446 at 4% or $34,964 at 6%; with 50% employer match about $34,964 at 4% or $23,309 at 6%; with 100% employer match about $26,223 at 4% or $17,482 at 6%.
SAN JUAN MOUNTAINS CREDIT UNION SELF FUNDED MEDICAL REIMBURSEMENT PLAN-8$6,286$110,287$13,786iApproximate average salary by contribution assumption: employee only about $344,647 at 4% or $229,765 at 6%; with 50% employer match about $229,765 at 4% or $153,176 at 6%; with 100% employer match about $172,323 at 4% or $114,882 at 6%.
200427$35,691$28,092$4,013iApproximate average salary by contribution assumption: employee only about $100,329 at 4% or $66,886 at 6%; with 50% employer match about $66,886 at 4% or $44,590 at 6%; with 100% employer match about $50,164 at 4% or $33,443 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-7$32,195$10,574$1,511iApproximate average salary by contribution assumption: employee only about $37,764 at 4% or $25,176 at 6%; with 50% employer match about $25,176 at 4% or $16,784 at 6%; with 100% employer match about $18,882 at 4% or $12,588 at 6%.
SAN JUAN MOUNTAINS CREDIT UNION SELF FUNDED MEDICAL REIMBURSEMENT PLAN-5$3,496$17,518$3,504iApproximate average salary by contribution assumption: employee only about $87,590 at 4% or $58,393 at 6%; with 50% employer match about $58,393 at 4% or $38,929 at 6%; with 100% employer match about $43,795 at 4% or $29,197 at 6%.
200326$31,251$21,856$3,643iApproximate average salary by contribution assumption: employee only about $91,067 at 4% or $60,711 at 6%; with 50% employer match about $60,711 at 4% or $40,474 at 6%; with 100% employer match about $45,533 at 4% or $30,356 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-5$20,121$5,210$1,042iApproximate average salary by contribution assumption: employee only about $26,050 at 4% or $17,367 at 6%; with 50% employer match about $17,367 at 4% or $11,578 at 6%; with 100% employer match about $13,025 at 4% or $8,683 at 6%.
SAN JUAN MOUNTAINS CREDIT UNION SELF FUNDED MEDICAL REIMBURSEMENT PLAN-6$11,130$16,646$2,774iApproximate average salary by contribution assumption: employee only about $69,358 at 4% or $46,239 at 6%; with 50% employer match about $46,239 at 4% or $30,826 at 6%; with 100% employer match about $34,679 at 4% or $23,119 at 6%.
200228$26,986$40,964$5,121iApproximate average salary by contribution assumption: employee only about $128,013 at 4% or $85,342 at 6%; with 50% employer match about $85,342 at 4% or $56,894 at 6%; with 100% employer match about $64,006 at 4% or $42,671 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-2$15,440$12,292$6,146iApproximate average salary by contribution assumption: employee only about $153,650 at 4% or $102,433 at 6%; with 50% employer match about $102,433 at 4% or $68,289 at 6%; with 100% employer match about $76,825 at 4% or $51,217 at 6%.
SAN JUAN MOUNTAINS CREDIT UNION S/F MEDICAL REIMBURSEMENT PLAN-8$11,546$28,672$3,584iApproximate average salary by contribution assumption: employee only about $89,600 at 4% or $59,733 at 6%; with 50% employer match about $59,733 at 4% or $39,822 at 6%; with 100% employer match about $44,800 at 4% or $29,867 at 6%.
200116$73,966$15,323$2,554iApproximate average salary by contribution assumption: employee only about $63,846 at 4% or $42,564 at 6%; with 50% employer match about $42,564 at 4% or $28,376 at 6%; with 100% employer match about $31,923 at 4% or $21,282 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-6$73,966$15,323$2,554iApproximate average salary by contribution assumption: employee only about $63,846 at 4% or $42,564 at 6%; with 50% employer match about $42,564 at 4% or $28,376 at 6%; with 100% employer match about $31,923 at 4% or $21,282 at 6%.
200010$91,431$9,688-
San Juan Mountains Credit Union 401(K) Plan and Trust-0$91,431$9,688-
199914$90,706$8,099$2,025iApproximate average salary by contribution assumption: employee only about $50,619 at 4% or $33,746 at 6%; with 50% employer match about $33,746 at 4% or $22,497 at 6%; with 100% employer match about $25,309 at 4% or $16,873 at 6%.
San Juan Mountains Credit Union 401(K) Plan and Trust-4$90,706$8,099$2,025iApproximate average salary by contribution assumption: employee only about $50,619 at 4% or $33,746 at 6%; with 50% employer match about $33,746 at 4% or $22,497 at 6%; with 100% employer match about $25,309 at 4% or $16,873 at 6%.