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
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 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%. |
| 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%. |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 2 | 8 | $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%. |
| 2004 | 2 | 7 | $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%. |
| 2003 | 2 | 6 | $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%. |
| 2002 | 2 | 8 | $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%. |
| 2001 | 1 | 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%. |
| 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%. |
| 2000 | 1 | 0 | $91,431 | $9,688 | - |
| San Juan Mountains Credit Union 401(K) Plan and Trust | - | 0 | $91,431 | $9,688 | - |
| 1999 | 1 | 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%. |
| 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%. |