Civic Intelligence

Southern Oregon Federal Credit Union

Plan context: Sofcu & Paccon 401K Retirement Plan

EIN 93-0451629 • Grants Pass, OR • 19 filings • 2 plans

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PO Box 1358Grants Pass, OR 97528-0323
Current Snapshot

Latest Year

2012

2012 Participants

97

2012 Assets

$3,593,883

2012 Contributions

$995

Historical Graphs

Total Assets Over Time

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

$4,972,749$2,486,375$0199920052011YearValue
$3,593,883Latest year 2011

Participants Over Time

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

120600199920052011YearValue
97Latest year 2011

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
201210$0$995-
Sofcu & Paccon 401K Retirement Plan-0$0$995-
2011197$3,593,883$348,476$3,593iApproximate average salary by contribution assumption: employee only about $89,813 at 4% or $59,876 at 6%; with 50% employer match about $59,876 at 4% or $39,917 at 6%; with 100% employer match about $44,907 at 4% or $29,938 at 6%.
Sofcu & Paccon 401K Retirement Plan-97$3,593,883$348,476$3,593iApproximate average salary by contribution assumption: employee only about $89,813 at 4% or $59,876 at 6%; with 50% employer match about $59,876 at 4% or $39,917 at 6%; with 100% employer match about $44,907 at 4% or $29,938 at 6%.
2010192$4,420,732$244,930$2,662iApproximate average salary by contribution assumption: employee only about $66,557 at 4% or $44,371 at 6%; with 50% employer match about $44,371 at 4% or $29,581 at 6%; with 100% employer match about $33,279 at 4% or $22,186 at 6%.
Sofcu & Paccon 401K Retirement Plan-92$4,420,732$244,930$2,662iApproximate average salary by contribution assumption: employee only about $66,557 at 4% or $44,371 at 6%; with 50% employer match about $44,371 at 4% or $29,581 at 6%; with 100% employer match about $33,279 at 4% or $22,186 at 6%.
20092102$4,299,269$391,521$3,838iApproximate average salary by contribution assumption: employee only about $95,961 at 4% or $63,974 at 6%; with 50% employer match about $63,974 at 4% or $42,649 at 6%; with 100% employer match about $47,981 at 4% or $31,987 at 6%.
Sofcu & Paccon 401K Retirement Plan-102$4,299,269$391,521$3,838iApproximate average salary by contribution assumption: employee only about $95,961 at 4% or $63,974 at 6%; with 50% employer match about $63,974 at 4% or $42,649 at 6%; with 100% employer match about $47,981 at 4% or $31,987 at 6%.
SOFCU COMMUNITY CREDIT UNION-102---
20082111$3,741,905$542,319$4,886iApproximate average salary by contribution assumption: employee only about $122,144 at 4% or $81,429 at 6%; with 50% employer match about $81,429 at 4% or $54,286 at 6%; with 100% employer match about $61,072 at 4% or $40,715 at 6%.
Sofcu & Paccon 401K Retirement Plan-106$3,741,905$542,319$5,116iApproximate average salary by contribution assumption: employee only about $127,905 at 4% or $85,270 at 6%; with 50% employer match about $85,270 at 4% or $56,847 at 6%; with 100% employer match about $63,953 at 4% or $42,635 at 6%.
SOFCU COMMUNITY CREDIT UNION-111---
20072118$4,972,749$504,482$4,275iApproximate average salary by contribution assumption: employee only about $106,882 at 4% or $71,255 at 6%; with 50% employer match about $71,255 at 4% or $47,503 at 6%; with 100% employer match about $53,441 at 4% or $35,627 at 6%.
Sofcu & Paccon 401K Retirement Plan-101$4,972,749$504,482$4,995iApproximate average salary by contribution assumption: employee only about $124,872 at 4% or $83,248 at 6%; with 50% employer match about $83,248 at 4% or $55,499 at 6%; with 100% employer match about $62,436 at 4% or $41,624 at 6%.
SOFCU COMMUNITY CREDIT UNION-118---
20062120$4,476,966$540,081$4,501iApproximate average salary by contribution assumption: employee only about $112,517 at 4% or $75,011 at 6%; with 50% employer match about $75,011 at 4% or $50,008 at 6%; with 100% employer match about $56,258 at 4% or $37,506 at 6%.
Sofcu & Paccon 401K Retirement Plan-98$4,476,966$540,081$5,511iApproximate average salary by contribution assumption: employee only about $137,776 at 4% or $91,851 at 6%; with 50% employer match about $91,851 at 4% or $61,234 at 6%; with 100% employer match about $68,888 at 4% or $45,925 at 6%.
SOFCU COMMUNITY CREDIT UNION-120---
20052110$3,882,517$484,899$4,408iApproximate average salary by contribution assumption: employee only about $110,204 at 4% or $73,470 at 6%; with 50% employer match about $73,470 at 4% or $48,980 at 6%; with 100% employer match about $55,102 at 4% or $36,735 at 6%.
Sofcu & Paccon 401K Retirement Plan-89$3,882,517$484,899$5,448iApproximate average salary by contribution assumption: employee only about $136,208 at 4% or $90,805 at 6%; with 50% employer match about $90,805 at 4% or $60,537 at 6%; with 100% employer match about $68,104 at 4% or $45,403 at 6%.
SOFCU COMMUNITY CREDIT UNION-110---
2004189$3,625,272$307,373$3,454iApproximate average salary by contribution assumption: employee only about $86,341 at 4% or $57,560 at 6%; with 50% employer match about $57,560 at 4% or $38,374 at 6%; with 100% employer match about $43,170 at 4% or $28,780 at 6%.
Sofcu & Paccon 401K Retirement Plan-89$3,625,272$307,373$3,454iApproximate average salary by contribution assumption: employee only about $86,341 at 4% or $57,560 at 6%; with 50% employer match about $57,560 at 4% or $38,374 at 6%; with 100% employer match about $43,170 at 4% or $28,780 at 6%.
2003163$1,880,177$330,117$5,240iApproximate average salary by contribution assumption: employee only about $130,999 at 4% or $87,333 at 6%; with 50% employer match about $87,333 at 4% or $58,222 at 6%; with 100% employer match about $65,499 at 4% or $43,666 at 6%.
Sofcu & Paccon 401K Retirement Plan-63$1,880,177$330,117$5,240iApproximate average salary by contribution assumption: employee only about $130,999 at 4% or $87,333 at 6%; with 50% employer match about $87,333 at 4% or $58,222 at 6%; with 100% employer match about $65,499 at 4% or $43,666 at 6%.
2002155$1,387,232$242,352$4,406iApproximate average salary by contribution assumption: employee only about $110,160 at 4% or $73,440 at 6%; with 50% employer match about $73,440 at 4% or $48,960 at 6%; with 100% employer match about $55,080 at 4% or $36,720 at 6%.
Sofcu & Paccon 401K Retirement Plan-55$1,387,232$242,352$4,406iApproximate average salary by contribution assumption: employee only about $110,160 at 4% or $73,440 at 6%; with 50% employer match about $73,440 at 4% or $48,960 at 6%; with 100% employer match about $55,080 at 4% or $36,720 at 6%.
2001147$1,229,815$199,002$4,234iApproximate average salary by contribution assumption: employee only about $105,852 at 4% or $70,568 at 6%; with 50% employer match about $70,568 at 4% or $47,045 at 6%; with 100% employer match about $52,926 at 4% or $35,284 at 6%.
Sofcu & Paccon 401K Retirement Plan-47$1,229,815$199,002$4,234iApproximate average salary by contribution assumption: employee only about $105,852 at 4% or $70,568 at 6%; with 50% employer match about $70,568 at 4% or $47,045 at 6%; with 100% employer match about $52,926 at 4% or $35,284 at 6%.
2000148$1,221,056$196,509$4,094iApproximate average salary by contribution assumption: employee only about $102,348 at 4% or $68,232 at 6%; with 50% employer match about $68,232 at 4% or $45,488 at 6%; with 100% employer match about $51,174 at 4% or $34,116 at 6%.
Sofcu & Paccon 401K Retirement Plan-48$1,221,056$196,509$4,094iApproximate average salary by contribution assumption: employee only about $102,348 at 4% or $68,232 at 6%; with 50% employer match about $68,232 at 4% or $45,488 at 6%; with 100% employer match about $51,174 at 4% or $34,116 at 6%.
1999139$1,103,964$162,756$4,173iApproximate average salary by contribution assumption: employee only about $104,331 at 4% or $69,554 at 6%; with 50% employer match about $69,554 at 4% or $46,369 at 6%; with 100% employer match about $52,165 at 4% or $34,777 at 6%.
Sofcu & Paccon 401K Retirement Plan-39$1,103,964$162,756$4,173iApproximate average salary by contribution assumption: employee only about $104,331 at 4% or $69,554 at 6%; with 50% employer match about $69,554 at 4% or $46,369 at 6%; with 100% employer match about $52,165 at 4% or $34,777 at 6%.