Civic Intelligence

Financial Security Credit Union

Plan context: Financial Security Credit Union 401(K) Plan and Trust

EIN 85-0161080 • Carlsbad, NM • 32 filings • 7 plans

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1105 W Pierce StCarlsbad, NM 88220-4014
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$1,575,084

2024 Contributions

$75,337

Historical Graphs

Total Assets Over Time

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

$1,992,580$996,290$0199920142024YearValue
$1,575,084Latest year 2024

Participants Over Time

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

21110199920122024YearValue
21Latest 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
2024121$1,575,084$75,337$3,587iApproximate average salary by contribution assumption: employee only about $89,687 at 4% or $59,791 at 6%; with 50% employer match about $59,791 at 4% or $39,861 at 6%; with 100% employer match about $44,843 at 4% or $29,896 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-21$1,575,084$75,337$3,587iApproximate average salary by contribution assumption: employee only about $89,687 at 4% or $59,791 at 6%; with 50% employer match about $59,791 at 4% or $39,861 at 6%; with 100% employer match about $44,843 at 4% or $29,896 at 6%.
2023117$1,992,580$73,689$4,335iApproximate average salary by contribution assumption: employee only about $108,366 at 4% or $72,244 at 6%; with 50% employer match about $72,244 at 4% or $48,163 at 6%; with 100% employer match about $54,183 at 4% or $36,122 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-17$1,992,580$73,689$4,335iApproximate average salary by contribution assumption: employee only about $108,366 at 4% or $72,244 at 6%; with 50% employer match about $72,244 at 4% or $48,163 at 6%; with 100% employer match about $54,183 at 4% or $36,122 at 6%.
2022116$1,877,399$86,941$5,434iApproximate average salary by contribution assumption: employee only about $135,845 at 4% or $90,564 at 6%; with 50% employer match about $90,564 at 4% or $60,376 at 6%; with 100% employer match about $67,923 at 4% or $45,282 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-16$1,877,399$86,941$5,434iApproximate average salary by contribution assumption: employee only about $135,845 at 4% or $90,564 at 6%; with 50% employer match about $90,564 at 4% or $60,376 at 6%; with 100% employer match about $67,923 at 4% or $45,282 at 6%.
2021118$1,824,202$110,005$6,111iApproximate average salary by contribution assumption: employee only about $152,785 at 4% or $101,856 at 6%; with 50% employer match about $101,856 at 4% or $67,904 at 6%; with 100% employer match about $76,392 at 4% or $50,928 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-18$1,824,202$110,005$6,111iApproximate average salary by contribution assumption: employee only about $152,785 at 4% or $101,856 at 6%; with 50% employer match about $101,856 at 4% or $67,904 at 6%; with 100% employer match about $76,392 at 4% or $50,928 at 6%.
2020120$1,862,586$112,598$5,630iApproximate average salary by contribution assumption: employee only about $140,748 at 4% or $93,832 at 6%; with 50% employer match about $93,832 at 4% or $62,554 at 6%; with 100% employer match about $70,374 at 4% or $46,916 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-20$1,862,586$112,598$5,630iApproximate average salary by contribution assumption: employee only about $140,748 at 4% or $93,832 at 6%; with 50% employer match about $93,832 at 4% or $62,554 at 6%; with 100% employer match about $70,374 at 4% or $46,916 at 6%.
2019120$1,641,351$103,868$5,193iApproximate average salary by contribution assumption: employee only about $129,835 at 4% or $86,557 at 6%; with 50% employer match about $86,557 at 4% or $57,704 at 6%; with 100% employer match about $64,917 at 4% or $43,278 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-20$1,641,351$103,868$5,193iApproximate average salary by contribution assumption: employee only about $129,835 at 4% or $86,557 at 6%; with 50% employer match about $86,557 at 4% or $57,704 at 6%; with 100% employer match about $64,917 at 4% or $43,278 at 6%.
2018121$1,472,240$110,124$5,244iApproximate average salary by contribution assumption: employee only about $131,100 at 4% or $87,400 at 6%; with 50% employer match about $87,400 at 4% or $58,267 at 6%; with 100% employer match about $65,550 at 4% or $43,700 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-21$1,472,240$110,124$5,244iApproximate average salary by contribution assumption: employee only about $131,100 at 4% or $87,400 at 6%; with 50% employer match about $87,400 at 4% or $58,267 at 6%; with 100% employer match about $65,550 at 4% or $43,700 at 6%.
2017120$1,281,109$89,663$4,483iApproximate average salary by contribution assumption: employee only about $112,079 at 4% or $74,719 at 6%; with 50% employer match about $74,719 at 4% or $49,813 at 6%; with 100% employer match about $56,039 at 4% or $37,360 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-20$1,281,109$89,663$4,483iApproximate average salary by contribution assumption: employee only about $112,079 at 4% or $74,719 at 6%; with 50% employer match about $74,719 at 4% or $49,813 at 6%; with 100% employer match about $56,039 at 4% or $37,360 at 6%.
2016121$1,141,114$100,463$4,784iApproximate average salary by contribution assumption: employee only about $119,599 at 4% or $79,733 at 6%; with 50% employer match about $79,733 at 4% or $53,155 at 6%; with 100% employer match about $59,799 at 4% or $39,866 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-21$1,141,114$100,463$4,784iApproximate average salary by contribution assumption: employee only about $119,599 at 4% or $79,733 at 6%; with 50% employer match about $79,733 at 4% or $53,155 at 6%; with 100% employer match about $59,799 at 4% or $39,866 at 6%.
2015120$969,752$88,000$4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-20$969,752$88,000$4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%.
2014112$844,994$71,243$5,937iApproximate average salary by contribution assumption: employee only about $148,423 at 4% or $98,949 at 6%; with 50% employer match about $98,949 at 4% or $65,966 at 6%; with 100% employer match about $74,211 at 4% or $49,474 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-12$844,994$71,243$5,937iApproximate average salary by contribution assumption: employee only about $148,423 at 4% or $98,949 at 6%; with 50% employer match about $98,949 at 4% or $65,966 at 6%; with 100% employer match about $74,211 at 4% or $49,474 at 6%.
2013110$965,132$72,255$7,226iApproximate average salary by contribution assumption: employee only about $180,638 at 4% or $120,425 at 6%; with 50% employer match about $120,425 at 4% or $80,283 at 6%; with 100% employer match about $90,319 at 4% or $60,213 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-10$965,132$72,255$7,226iApproximate average salary by contribution assumption: employee only about $180,638 at 4% or $120,425 at 6%; with 50% employer match about $120,425 at 4% or $80,283 at 6%; with 100% employer match about $90,319 at 4% or $60,213 at 6%.
2012111$849,930$72,181$6,562iApproximate average salary by contribution assumption: employee only about $164,048 at 4% or $109,365 at 6%; with 50% employer match about $109,365 at 4% or $72,910 at 6%; with 100% employer match about $82,024 at 4% or $54,683 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-11$849,930$72,181$6,562iApproximate average salary by contribution assumption: employee only about $164,048 at 4% or $109,365 at 6%; with 50% employer match about $109,365 at 4% or $72,910 at 6%; with 100% employer match about $82,024 at 4% or $54,683 at 6%.
2011111$733,748$58,464$5,315iApproximate average salary by contribution assumption: employee only about $132,873 at 4% or $88,582 at 6%; with 50% employer match about $88,582 at 4% or $59,055 at 6%; with 100% employer match about $66,436 at 4% or $44,291 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-11$733,748$58,464$5,315iApproximate average salary by contribution assumption: employee only about $132,873 at 4% or $88,582 at 6%; with 50% employer match about $88,582 at 4% or $59,055 at 6%; with 100% employer match about $66,436 at 4% or $44,291 at 6%.
2010114$667,309$68,835$4,917iApproximate average salary by contribution assumption: employee only about $122,920 at 4% or $81,946 at 6%; with 50% employer match about $81,946 at 4% or $54,631 at 6%; with 100% employer match about $61,460 at 4% or $40,973 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-14$667,309$68,835$4,917iApproximate average salary by contribution assumption: employee only about $122,920 at 4% or $81,946 at 6%; with 50% employer match about $81,946 at 4% or $54,631 at 6%; with 100% employer match about $61,460 at 4% or $40,973 at 6%.
2009112$548,257$66,591$5,549iApproximate average salary by contribution assumption: employee only about $138,731 at 4% or $92,488 at 6%; with 50% employer match about $92,488 at 4% or $61,658 at 6%; with 100% employer match about $69,366 at 4% or $46,244 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-12$548,257$66,591$5,549iApproximate average salary by contribution assumption: employee only about $138,731 at 4% or $92,488 at 6%; with 50% employer match about $92,488 at 4% or $61,658 at 6%; with 100% employer match about $69,366 at 4% or $46,244 at 6%.
200819$0$0-
Financial Security Credit Union 401(K) Plan and Trust-9---
200717$0$0-
Financial Security Credit Union 401(K) Plan and Trust-7---
200616$354,697$41,885$6,981iApproximate average salary by contribution assumption: employee only about $174,521 at 4% or $116,347 at 6%; with 50% employer match about $116,347 at 4% or $77,565 at 6%; with 100% employer match about $87,260 at 4% or $58,174 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-6$354,697$41,885$6,981iApproximate average salary by contribution assumption: employee only about $174,521 at 4% or $116,347 at 6%; with 50% employer match about $116,347 at 4% or $77,565 at 6%; with 100% employer match about $87,260 at 4% or $58,174 at 6%.
200515$292,774$32,542$6,508iApproximate average salary by contribution assumption: employee only about $162,710 at 4% or $108,473 at 6%; with 50% employer match about $108,473 at 4% or $72,316 at 6%; with 100% employer match about $81,355 at 4% or $54,237 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-5$292,774$32,542$6,508iApproximate average salary by contribution assumption: employee only about $162,710 at 4% or $108,473 at 6%; with 50% employer match about $108,473 at 4% or $72,316 at 6%; with 100% employer match about $81,355 at 4% or $54,237 at 6%.
200414$267,624$40,052$10,013iApproximate average salary by contribution assumption: employee only about $250,325 at 4% or $166,883 at 6%; with 50% employer match about $166,883 at 4% or $111,256 at 6%; with 100% employer match about $125,163 at 4% or $83,442 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-4$267,624$40,052$10,013iApproximate average salary by contribution assumption: employee only about $250,325 at 4% or $166,883 at 6%; with 50% employer match about $166,883 at 4% or $111,256 at 6%; with 100% employer match about $125,163 at 4% or $83,442 at 6%.
200324$0$0-
Financial Security Credit Union 401(K) Plan and Trust-4---
Carlsbad School Employees Credit Union Money Purchase Plan and Trust-0---
200234$148,629$5,200$1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%.
Carlsbad School Employees Credit Union Money Purchase Plan and Trust-3$148,629$5,200$1,733iApproximate average salary by contribution assumption: employee only about $43,333 at 4% or $28,889 at 6%; with 50% employer match about $28,889 at 4% or $19,259 at 6%; with 100% employer match about $21,667 at 4% or $14,444 at 6%.
Carlsbad School Employees Credit Union Money Purchase Plan and Trust-4---
Financial Security Credit Union 401(K) Plan and Trust-4---
200123$0$0-
Carlsbad School Employees Credit Union Money Purchase Plan and Trust-3---
Financial Security Credit Union 401(K) Plan and Trust-3---
200024$217,542$14,244$3,561iApproximate average salary by contribution assumption: employee only about $89,025 at 4% or $59,350 at 6%; with 50% employer match about $59,350 at 4% or $39,567 at 6%; with 100% employer match about $44,513 at 4% or $29,675 at 6%.
Carlsbad School Employees Credit Union Money Purchase Plan and Trust-4$217,542$14,244$3,561iApproximate average salary by contribution assumption: employee only about $89,025 at 4% or $59,350 at 6%; with 50% employer match about $59,350 at 4% or $39,567 at 6%; with 100% employer match about $44,513 at 4% or $29,675 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-4---
199924$210,156$15,223$3,806iApproximate average salary by contribution assumption: employee only about $95,144 at 4% or $63,429 at 6%; with 50% employer match about $63,429 at 4% or $42,286 at 6%; with 100% employer match about $47,572 at 4% or $31,715 at 6%.
Carlsbad School Employees Credit Union Money Purchase Plan and Trust-4$193,006$13,273$3,318iApproximate average salary by contribution assumption: employee only about $82,956 at 4% or $55,304 at 6%; with 50% employer match about $55,304 at 4% or $36,869 at 6%; with 100% employer match about $41,478 at 4% or $27,652 at 6%.
Financial Security Credit Union 401(K) Plan and Trust-4$17,150$1,950$488iApproximate average salary by contribution assumption: employee only about $12,188 at 4% or $8,125 at 6%; with 50% employer match about $8,125 at 4% or $5,417 at 6%; with 100% employer match about $6,094 at 4% or $4,063 at 6%.