Valley Oak Credit Union
Plan context: Valley Oak Credit Union 401K Profit Sharing Plan
EIN 94-1384575 • Three Rivers, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$1,624,634
2024 Contributions
$114,250
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 | 20 | $1,624,634 | $114,250 | $5,713iApproximate average salary by contribution assumption: employee only about $142,813 at 4% or $95,208 at 6%; with 50% employer match about $95,208 at 4% or $63,472 at 6%; with 100% employer match about $71,406 at 4% or $47,604 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 20 | $1,624,634 | $114,250 | $5,713iApproximate average salary by contribution assumption: employee only about $142,813 at 4% or $95,208 at 6%; with 50% employer match about $95,208 at 4% or $63,472 at 6%; with 100% employer match about $71,406 at 4% or $47,604 at 6%. |
| 2023 | 1 | 19 | $1,401,844 | $104,527 | $5,501iApproximate average salary by contribution assumption: employee only about $137,536 at 4% or $91,690 at 6%; with 50% employer match about $91,690 at 4% or $61,127 at 6%; with 100% employer match about $68,768 at 4% or $45,845 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 19 | $1,401,844 | $104,527 | $5,501iApproximate average salary by contribution assumption: employee only about $137,536 at 4% or $91,690 at 6%; with 50% employer match about $91,690 at 4% or $61,127 at 6%; with 100% employer match about $68,768 at 4% or $45,845 at 6%. |
| 2022 | 1 | 17 | $1,275,821 | $81,999 | $4,823iApproximate average salary by contribution assumption: employee only about $120,587 at 4% or $80,391 at 6%; with 50% employer match about $80,391 at 4% or $53,594 at 6%; with 100% employer match about $60,293 at 4% or $40,196 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 17 | $1,275,821 | $81,999 | $4,823iApproximate average salary by contribution assumption: employee only about $120,587 at 4% or $80,391 at 6%; with 50% employer match about $80,391 at 4% or $53,594 at 6%; with 100% employer match about $60,293 at 4% or $40,196 at 6%. |
| 2021 | 1 | 19 | $1,509,046 | $81,829 | $4,307iApproximate average salary by contribution assumption: employee only about $107,670 at 4% or $71,780 at 6%; with 50% employer match about $71,780 at 4% or $47,853 at 6%; with 100% employer match about $53,835 at 4% or $35,890 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 19 | $1,509,046 | $81,829 | $4,307iApproximate average salary by contribution assumption: employee only about $107,670 at 4% or $71,780 at 6%; with 50% employer match about $71,780 at 4% or $47,853 at 6%; with 100% employer match about $53,835 at 4% or $35,890 at 6%. |
| 2020 | 1 | 17 | $1,321,411 | $76,952 | $4,527iApproximate average salary by contribution assumption: employee only about $113,165 at 4% or $75,443 at 6%; with 50% employer match about $75,443 at 4% or $50,295 at 6%; with 100% employer match about $56,582 at 4% or $37,722 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 17 | $1,321,411 | $76,952 | $4,527iApproximate average salary by contribution assumption: employee only about $113,165 at 4% or $75,443 at 6%; with 50% employer match about $75,443 at 4% or $50,295 at 6%; with 100% employer match about $56,582 at 4% or $37,722 at 6%. |
| 2019 | 1 | 20 | $1,225,366 | $105,446 | $5,272iApproximate average salary by contribution assumption: employee only about $131,808 at 4% or $87,872 at 6%; with 50% employer match about $87,872 at 4% or $58,581 at 6%; with 100% employer match about $65,904 at 4% or $43,936 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 20 | $1,225,366 | $105,446 | $5,272iApproximate average salary by contribution assumption: employee only about $131,808 at 4% or $87,872 at 6%; with 50% employer match about $87,872 at 4% or $58,581 at 6%; with 100% employer match about $65,904 at 4% or $43,936 at 6%. |
| 2018 | 1 | 21 | $1,207,757 | $106,256 | $5,060iApproximate average salary by contribution assumption: employee only about $126,495 at 4% or $84,330 at 6%; with 50% employer match about $84,330 at 4% or $56,220 at 6%; with 100% employer match about $63,248 at 4% or $42,165 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 21 | $1,207,757 | $106,256 | $5,060iApproximate average salary by contribution assumption: employee only about $126,495 at 4% or $84,330 at 6%; with 50% employer match about $84,330 at 4% or $56,220 at 6%; with 100% employer match about $63,248 at 4% or $42,165 at 6%. |
| 2017 | 1 | 22 | $1,175,785 | $136,815 | $6,219iApproximate average salary by contribution assumption: employee only about $155,472 at 4% or $103,648 at 6%; with 50% employer match about $103,648 at 4% or $69,098 at 6%; with 100% employer match about $77,736 at 4% or $51,824 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 22 | $1,175,785 | $136,815 | $6,219iApproximate average salary by contribution assumption: employee only about $155,472 at 4% or $103,648 at 6%; with 50% employer match about $103,648 at 4% or $69,098 at 6%; with 100% employer match about $77,736 at 4% or $51,824 at 6%. |
| 2016 | 1 | 29 | $1,005,890 | $123,700 | $4,266iApproximate average salary by contribution assumption: employee only about $106,638 at 4% or $71,092 at 6%; with 50% employer match about $71,092 at 4% or $47,395 at 6%; with 100% employer match about $53,319 at 4% or $35,546 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 29 | $1,005,890 | $123,700 | $4,266iApproximate average salary by contribution assumption: employee only about $106,638 at 4% or $71,092 at 6%; with 50% employer match about $71,092 at 4% or $47,395 at 6%; with 100% employer match about $53,319 at 4% or $35,546 at 6%. |
| 2015 | 1 | 31 | $868,107 | $92,216 | $2,975iApproximate average salary by contribution assumption: employee only about $74,368 at 4% or $49,578 at 6%; with 50% employer match about $49,578 at 4% or $33,052 at 6%; with 100% employer match about $37,184 at 4% or $24,789 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 31 | $868,107 | $92,216 | $2,975iApproximate average salary by contribution assumption: employee only about $74,368 at 4% or $49,578 at 6%; with 50% employer match about $49,578 at 4% or $33,052 at 6%; with 100% employer match about $37,184 at 4% or $24,789 at 6%. |
| 2014 | 1 | 32 | $777,712 | $85,799 | $2,681iApproximate average salary by contribution assumption: employee only about $67,030 at 4% or $44,687 at 6%; with 50% employer match about $44,687 at 4% or $29,791 at 6%; with 100% employer match about $33,515 at 4% or $22,343 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 32 | $777,712 | $85,799 | $2,681iApproximate average salary by contribution assumption: employee only about $67,030 at 4% or $44,687 at 6%; with 50% employer match about $44,687 at 4% or $29,791 at 6%; with 100% employer match about $33,515 at 4% or $22,343 at 6%. |
| 2013 | 1 | 23 | $660,733 | $72,942 | $3,171iApproximate average salary by contribution assumption: employee only about $79,285 at 4% or $52,857 at 6%; with 50% employer match about $52,857 at 4% or $35,238 at 6%; with 100% employer match about $39,642 at 4% or $26,428 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 23 | $660,733 | $72,942 | $3,171iApproximate average salary by contribution assumption: employee only about $79,285 at 4% or $52,857 at 6%; with 50% employer match about $52,857 at 4% or $35,238 at 6%; with 100% employer match about $39,642 at 4% or $26,428 at 6%. |
| 2012 | 1 | 23 | $531,505 | $53,858 | $2,342iApproximate average salary by contribution assumption: employee only about $58,541 at 4% or $39,028 at 6%; with 50% employer match about $39,028 at 4% or $26,018 at 6%; with 100% employer match about $29,271 at 4% or $19,514 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 23 | $531,505 | $53,858 | $2,342iApproximate average salary by contribution assumption: employee only about $58,541 at 4% or $39,028 at 6%; with 50% employer match about $39,028 at 4% or $26,018 at 6%; with 100% employer match about $29,271 at 4% or $19,514 at 6%. |
| 2011 | 1 | 27 | $476,482 | $45,749 | $1,694iApproximate average salary by contribution assumption: employee only about $42,360 at 4% or $28,240 at 6%; with 50% employer match about $28,240 at 4% or $18,827 at 6%; with 100% employer match about $21,180 at 4% or $14,120 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 27 | $476,482 | $45,749 | $1,694iApproximate average salary by contribution assumption: employee only about $42,360 at 4% or $28,240 at 6%; with 50% employer match about $28,240 at 4% or $18,827 at 6%; with 100% employer match about $21,180 at 4% or $14,120 at 6%. |
| 2010 | 1 | 27 | $539,341 | $51,225 | $1,897iApproximate average salary by contribution assumption: employee only about $47,431 at 4% or $31,620 at 6%; with 50% employer match about $31,620 at 4% or $21,080 at 6%; with 100% employer match about $23,715 at 4% or $15,810 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 27 | $539,341 | $51,225 | $1,897iApproximate average salary by contribution assumption: employee only about $47,431 at 4% or $31,620 at 6%; with 50% employer match about $31,620 at 4% or $21,080 at 6%; with 100% employer match about $23,715 at 4% or $15,810 at 6%. |
| 2009 | 1 | 27 | $504,965 | $52,726 | $1,953iApproximate average salary by contribution assumption: employee only about $48,820 at 4% or $32,547 at 6%; with 50% employer match about $32,547 at 4% or $21,698 at 6%; with 100% employer match about $24,410 at 4% or $16,273 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 27 | $504,965 | $52,726 | $1,953iApproximate average salary by contribution assumption: employee only about $48,820 at 4% or $32,547 at 6%; with 50% employer match about $32,547 at 4% or $21,698 at 6%; with 100% employer match about $24,410 at 4% or $16,273 at 6%. |
| 2008 | 1 | 31 | $469,679 | $79,316 | $2,559iApproximate average salary by contribution assumption: employee only about $63,965 at 4% or $42,643 at 6%; with 50% employer match about $42,643 at 4% or $28,429 at 6%; with 100% employer match about $31,982 at 4% or $21,322 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 31 | $469,679 | $79,316 | $2,559iApproximate average salary by contribution assumption: employee only about $63,965 at 4% or $42,643 at 6%; with 50% employer match about $42,643 at 4% or $28,429 at 6%; with 100% employer match about $31,982 at 4% or $21,322 at 6%. |
| 2007 | 1 | 29 | $440,996 | $75,119 | $2,590iApproximate average salary by contribution assumption: employee only about $64,758 at 4% or $43,172 at 6%; with 50% employer match about $43,172 at 4% or $28,781 at 6%; with 100% employer match about $32,379 at 4% or $21,586 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 29 | $440,996 | $75,119 | $2,590iApproximate average salary by contribution assumption: employee only about $64,758 at 4% or $43,172 at 6%; with 50% employer match about $43,172 at 4% or $28,781 at 6%; with 100% employer match about $32,379 at 4% or $21,586 at 6%. |
| 2006 | 1 | 26 | $359,633 | $64,245 | $2,471iApproximate average salary by contribution assumption: employee only about $61,774 at 4% or $41,183 at 6%; with 50% employer match about $41,183 at 4% or $27,455 at 6%; with 100% employer match about $30,887 at 4% or $20,591 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 26 | $359,633 | $64,245 | $2,471iApproximate average salary by contribution assumption: employee only about $61,774 at 4% or $41,183 at 6%; with 50% employer match about $41,183 at 4% or $27,455 at 6%; with 100% employer match about $30,887 at 4% or $20,591 at 6%. |
| 2005 | 1 | 21 | $379,020 | $41,490 | $1,976iApproximate average salary by contribution assumption: employee only about $49,393 at 4% or $32,929 at 6%; with 50% employer match about $32,929 at 4% or $21,952 at 6%; with 100% employer match about $24,696 at 4% or $16,464 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 21 | $379,020 | $41,490 | $1,976iApproximate average salary by contribution assumption: employee only about $49,393 at 4% or $32,929 at 6%; with 50% employer match about $32,929 at 4% or $21,952 at 6%; with 100% employer match about $24,696 at 4% or $16,464 at 6%. |
| 2004 | 1 | 19 | $345,248 | $50,204 | $2,642iApproximate average salary by contribution assumption: employee only about $66,058 at 4% or $44,039 at 6%; with 50% employer match about $44,039 at 4% or $29,359 at 6%; with 100% employer match about $33,029 at 4% or $22,019 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 19 | $345,248 | $50,204 | $2,642iApproximate average salary by contribution assumption: employee only about $66,058 at 4% or $44,039 at 6%; with 50% employer match about $44,039 at 4% or $29,359 at 6%; with 100% employer match about $33,029 at 4% or $22,019 at 6%. |
| 2003 | 1 | 24 | $290,094 | $55,181 | $2,299iApproximate average salary by contribution assumption: employee only about $57,480 at 4% or $38,320 at 6%; with 50% employer match about $38,320 at 4% or $25,547 at 6%; with 100% employer match about $28,740 at 4% or $19,160 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 24 | $290,094 | $55,181 | $2,299iApproximate average salary by contribution assumption: employee only about $57,480 at 4% or $38,320 at 6%; with 50% employer match about $38,320 at 4% or $25,547 at 6%; with 100% employer match about $28,740 at 4% or $19,160 at 6%. |
| 2002 | 1 | 23 | $224,870 | $46,863 | $2,038iApproximate average salary by contribution assumption: employee only about $50,938 at 4% or $33,959 at 6%; with 50% employer match about $33,959 at 4% or $22,639 at 6%; with 100% employer match about $25,469 at 4% or $16,979 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 23 | $224,870 | $46,863 | $2,038iApproximate average salary by contribution assumption: employee only about $50,938 at 4% or $33,959 at 6%; with 50% employer match about $33,959 at 4% or $22,639 at 6%; with 100% employer match about $25,469 at 4% or $16,979 at 6%. |
| 2001 | 1 | 23 | $0 | $0 | - |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 23 | - | - | - |
| 2000 | 1 | 27 | $183,605 | $42,153 | $1,561iApproximate average salary by contribution assumption: employee only about $39,031 at 4% or $26,020 at 6%; with 50% employer match about $26,020 at 4% or $17,347 at 6%; with 100% employer match about $19,515 at 4% or $13,010 at 6%. |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 27 | $183,605 | $42,153 | $1,561iApproximate average salary by contribution assumption: employee only about $39,031 at 4% or $26,020 at 6%; with 50% employer match about $26,020 at 4% or $17,347 at 6%; with 100% employer match about $19,515 at 4% or $13,010 at 6%. |
| 1999 | 1 | 0 | $180,764 | $43,638 | - |
| Valley Oak Credit Union 401K Profit Sharing Plan | - | 0 | $180,764 | $43,638 | - |