Civic Intelligence

Univ. of California-Livermore

Plan context: Uncle Credit Union Defined Benefit Plan and Trust

EIN 94-1404327 • Livermore, CA • 54 filings • 6 plans

View Related Profile

2100 Las Positas CTLivermore, CA 94551-7301
Current Snapshot

Latest Year

2024

2024 Participants

87

2024 Assets

$13,913,032

2024 Contributions

$621,328

Historical Graphs

Total Assets Over Time

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

$17,581,477$8,790,739$0199920122024YearValue
$13,913,032Latest year 2024

Participants Over Time

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

130650199920122024YearValue
87Latest 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
2024187$13,913,032$0-
Uncle Credit Union Defined Benefit Plan and Trust-87$13,913,032--
2023178$12,783,386$0-
Uncle Credit Union Defined Benefit Plan and Trust-78$12,783,386--
2022170$11,460,923$0-
Uncle Credit Union Defined Benefit Plan and Trust-70$11,460,923--
2021175$13,926,892$0-
Uncle Credit Union Defined Benefit Plan and Trust-75$13,926,892--
2020372$13,534,213$621,328$8,630iApproximate average salary by contribution assumption: employee only about $215,739 at 4% or $143,826 at 6%; with 50% employer match about $143,826 at 4% or $95,884 at 6%; with 100% employer match about $107,869 at 4% or $71,913 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-72$13,534,213--
UNCLE CREDIT UNION 401(K) PLAN FOR GRANDFATHERED EMPLOYEES-0$0$78,449-
Uncle Credit Union 401K Plan-0-$542,879-
20193103$17,581,477$2,636,311$25,595iApproximate average salary by contribution assumption: employee only about $639,881 at 4% or $426,588 at 6%; with 50% employer match about $426,588 at 4% or $284,392 at 6%; with 100% employer match about $319,941 at 4% or $213,294 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-103$12,381,809$2,000,000$19,417iApproximate average salary by contribution assumption: employee only about $485,437 at 4% or $323,625 at 6%; with 50% employer match about $323,625 at 4% or $215,750 at 6%; with 100% employer match about $242,718 at 4% or $161,812 at 6%.
Uncle Credit Union 401K Plan-84$4,398,762$572,015$6,810iApproximate average salary by contribution assumption: employee only about $170,243 at 4% or $113,495 at 6%; with 50% employer match about $113,495 at 4% or $75,663 at 6%; with 100% employer match about $85,121 at 4% or $56,748 at 6%.
UNCLE CREDIT UNION 401(K) PLAN FOR GRANDFATHERED EMPLOYEES-10$800,906$64,296$6,430iApproximate average salary by contribution assumption: employee only about $160,740 at 4% or $107,160 at 6%; with 50% employer match about $107,160 at 4% or $71,440 at 6%; with 100% employer match about $80,370 at 4% or $53,580 at 6%.
20183130$13,192,737$556,093$4,278iApproximate average salary by contribution assumption: employee only about $106,941 at 4% or $71,294 at 6%; with 50% employer match about $71,294 at 4% or $47,529 at 6%; with 100% employer match about $53,470 at 4% or $35,647 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-98$8,993,878$0-
Uncle Credit Union 401K Plan-130$3,217,139$492,441$3,788iApproximate average salary by contribution assumption: employee only about $94,700 at 4% or $63,133 at 6%; with 50% employer match about $63,133 at 4% or $42,089 at 6%; with 100% employer match about $47,350 at 4% or $31,567 at 6%.
UNCLE CREDIT UNION 401(K) PLAN FOR GRANDFATHERED EMPLOYEES-13$981,720$63,652$4,896iApproximate average salary by contribution assumption: employee only about $122,408 at 4% or $81,605 at 6%; with 50% employer match about $81,605 at 4% or $54,403 at 6%; with 100% employer match about $61,204 at 4% or $40,803 at 6%.
2017394$13,809,009$495,743$5,274iApproximate average salary by contribution assumption: employee only about $131,847 at 4% or $87,898 at 6%; with 50% employer match about $87,898 at 4% or $58,598 at 6%; with 100% employer match about $65,923 at 4% or $43,949 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-94$9,663,759$0-
Uncle Credit Union 401K Plan-90$3,160,058$434,454$4,827iApproximate average salary by contribution assumption: employee only about $120,682 at 4% or $80,454 at 6%; with 50% employer match about $80,454 at 4% or $53,636 at 6%; with 100% employer match about $60,341 at 4% or $40,227 at 6%.
UNCLE CREDIT UNION 401(K) PLAN FOR GRANDFATHERED EMPLOYEES-13$985,192$61,289$4,715iApproximate average salary by contribution assumption: employee only about $117,863 at 4% or $78,576 at 6%; with 50% employer match about $78,576 at 4% or $52,384 at 6%; with 100% employer match about $58,932 at 4% or $39,288 at 6%.
2016393$11,720,294$366,705$3,943iApproximate average salary by contribution assumption: employee only about $98,577 at 4% or $65,718 at 6%; with 50% employer match about $65,718 at 4% or $43,812 at 6%; with 100% employer match about $49,288 at 4% or $32,859 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-93$8,518,651$0-
Uncle Credit Union 401K Plan-81$2,402,203$315,378$3,894iApproximate average salary by contribution assumption: employee only about $97,339 at 4% or $64,893 at 6%; with 50% employer match about $64,893 at 4% or $43,262 at 6%; with 100% employer match about $48,669 at 4% or $32,446 at 6%.
UNCLE CREDIT UNION 401(K) PLAN FOR GRANDFATHERED EMPLOYEES-14$799,440$51,327$3,666iApproximate average salary by contribution assumption: employee only about $91,655 at 4% or $61,104 at 6%; with 50% employer match about $61,104 at 4% or $40,736 at 6%; with 100% employer match about $45,828 at 4% or $30,552 at 6%.
2015388$10,617,307$2,056,553$23,370iApproximate average salary by contribution assumption: employee only about $584,248 at 4% or $389,499 at 6%; with 50% employer match about $389,499 at 4% or $259,666 at 6%; with 100% employer match about $292,124 at 4% or $194,749 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-88$7,819,711$1,600,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
Uncle Credit Union 401K Plan-84$2,101,493$418,351$4,980iApproximate average salary by contribution assumption: employee only about $124,509 at 4% or $83,006 at 6%; with 50% employer match about $83,006 at 4% or $55,337 at 6%; with 100% employer match about $62,255 at 4% or $41,503 at 6%.
UNCLE CREDIT UNION 401(K) PLAN FOR GRANDFATHERED EMPLOYEES-14$696,103$38,202$2,729iApproximate average salary by contribution assumption: employee only about $68,218 at 4% or $45,479 at 6%; with 50% employer match about $45,479 at 4% or $30,319 at 6%; with 100% employer match about $34,109 at 4% or $22,739 at 6%.
2014376$8,828,418$2,597,531$34,178iApproximate average salary by contribution assumption: employee only about $854,451 at 4% or $569,634 at 6%; with 50% employer match about $569,634 at 4% or $379,756 at 6%; with 100% employer match about $427,225 at 4% or $284,817 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-76$6,373,619$2,300,000$30,263iApproximate average salary by contribution assumption: employee only about $756,579 at 4% or $504,386 at 6%; with 50% employer match about $504,386 at 4% or $336,257 at 6%; with 100% employer match about $378,289 at 4% or $252,193 at 6%.
Uncle Credit Union 401K Plan-46$1,777,669$259,643$5,644iApproximate average salary by contribution assumption: employee only about $141,110 at 4% or $94,074 at 6%; with 50% employer match about $94,074 at 4% or $62,716 at 6%; with 100% employer match about $70,555 at 4% or $47,037 at 6%.
UNCLE CREDIT UNION 401(K) PLAN FOR GRANDFATHERED EMPLOYEES-13$677,130$37,888$2,914iApproximate average salary by contribution assumption: employee only about $72,862 at 4% or $48,574 at 6%; with 50% employer match about $48,574 at 4% or $32,383 at 6%; with 100% employer match about $36,431 at 4% or $24,287 at 6%.
2013286$6,069,362$167,319$1,946iApproximate average salary by contribution assumption: employee only about $48,639 at 4% or $32,426 at 6%; with 50% employer match about $32,426 at 4% or $21,617 at 6%; with 100% employer match about $24,320 at 4% or $16,213 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-70$3,998,271$0-
Uncle Credit Union 401K Plan-86$2,071,091$167,319$1,946iApproximate average salary by contribution assumption: employee only about $48,639 at 4% or $32,426 at 6%; with 50% employer match about $32,426 at 4% or $21,617 at 6%; with 100% employer match about $24,320 at 4% or $16,213 at 6%.
2012271$5,225,749$116,425$1,640iApproximate average salary by contribution assumption: employee only about $40,995 at 4% or $27,330 at 6%; with 50% employer match about $27,330 at 4% or $18,220 at 6%; with 100% employer match about $20,497 at 4% or $13,665 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-68$3,529,192$0-
Uncle Credit Union 401K Plan-71$1,696,557$116,425$1,640iApproximate average salary by contribution assumption: employee only about $40,995 at 4% or $27,330 at 6%; with 50% employer match about $27,330 at 4% or $18,220 at 6%; with 100% employer match about $20,497 at 4% or $13,665 at 6%.
2011272$5,114,484$85,913$1,193iApproximate average salary by contribution assumption: employee only about $29,831 at 4% or $19,887 at 6%; with 50% employer match about $19,887 at 4% or $13,258 at 6%; with 100% employer match about $14,915 at 4% or $9,944 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-72$3,591,858$0-
Uncle Credit Union 401K Plan-71$1,522,626$85,913$1,210iApproximate average salary by contribution assumption: employee only about $30,251 at 4% or $20,167 at 6%; with 50% employer match about $20,167 at 4% or $13,445 at 6%; with 100% employer match about $15,126 at 4% or $10,084 at 6%.
2010276$5,516,309$1,445,258$19,017iApproximate average salary by contribution assumption: employee only about $475,414 at 4% or $316,943 at 6%; with 50% employer match about $316,943 at 4% or $211,295 at 6%; with 100% employer match about $237,707 at 4% or $158,471 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-52$4,061,849$1,346,413$25,893iApproximate average salary by contribution assumption: employee only about $647,314 at 4% or $431,543 at 6%; with 50% employer match about $431,543 at 4% or $287,695 at 6%; with 100% employer match about $323,657 at 4% or $215,771 at 6%.
Uncle Credit Union 401K Plan-76$1,454,460$98,845$1,301iApproximate average salary by contribution assumption: employee only about $32,515 at 4% or $21,677 at 6%; with 50% employer match about $21,677 at 4% or $14,451 at 6%; with 100% employer match about $16,257 at 4% or $10,838 at 6%.
2009284$4,428,374$445,226$5,300iApproximate average salary by contribution assumption: employee only about $132,508 at 4% or $88,338 at 6%; with 50% employer match about $88,338 at 4% or $58,892 at 6%; with 100% employer match about $66,254 at 4% or $44,169 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-61$3,085,243$309,294$5,070iApproximate average salary by contribution assumption: employee only about $126,760 at 4% or $84,507 at 6%; with 50% employer match about $84,507 at 4% or $56,338 at 6%; with 100% employer match about $63,380 at 4% or $42,253 at 6%.
Uncle Credit Union 401K Plan-84$1,343,131$135,932$1,618iApproximate average salary by contribution assumption: employee only about $40,456 at 4% or $26,971 at 6%; with 50% employer match about $26,971 at 4% or $17,980 at 6%; with 100% employer match about $20,228 at 4% or $13,485 at 6%.
2008288$3,754,390$228,380$2,595iApproximate average salary by contribution assumption: employee only about $64,881 at 4% or $43,254 at 6%; with 50% employer match about $43,254 at 4% or $28,836 at 6%; with 100% employer match about $32,440 at 4% or $21,627 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-63$2,657,267--
Uncle Credit Union 401K Plan-88$1,097,123$228,380$2,595iApproximate average salary by contribution assumption: employee only about $64,881 at 4% or $43,254 at 6%; with 50% employer match about $43,254 at 4% or $28,836 at 6%; with 100% employer match about $32,440 at 4% or $21,627 at 6%.
2007277$5,190,462$1,707,324$22,173iApproximate average salary by contribution assumption: employee only about $554,326 at 4% or $369,551 at 6%; with 50% employer match about $369,551 at 4% or $246,367 at 6%; with 100% employer match about $277,163 at 4% or $184,775 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-60$3,840,548$1,526,709$25,445iApproximate average salary by contribution assumption: employee only about $636,129 at 4% or $424,086 at 6%; with 50% employer match about $424,086 at 4% or $282,724 at 6%; with 100% employer match about $318,064 at 4% or $212,043 at 6%.
Uncle Credit Union 401K Plan-77$1,349,914$180,615$2,346iApproximate average salary by contribution assumption: employee only about $58,641 at 4% or $39,094 at 6%; with 50% employer match about $39,094 at 4% or $26,063 at 6%; with 100% employer match about $29,321 at 4% or $19,547 at 6%.
2006280$3,628,978$508,081$6,351iApproximate average salary by contribution assumption: employee only about $158,775 at 4% or $105,850 at 6%; with 50% employer match about $105,850 at 4% or $70,567 at 6%; with 100% employer match about $79,388 at 4% or $52,925 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-59$2,332,519$282,445$4,787iApproximate average salary by contribution assumption: employee only about $119,680 at 4% or $79,787 at 6%; with 50% employer match about $79,787 at 4% or $53,191 at 6%; with 100% employer match about $59,840 at 4% or $39,893 at 6%.
Uncle Credit Union 401K Plan-80$1,296,459$225,636$2,820iApproximate average salary by contribution assumption: employee only about $70,511 at 4% or $47,008 at 6%; with 50% employer match about $47,008 at 4% or $31,338 at 6%; with 100% employer match about $35,256 at 4% or $23,504 at 6%.
2005272$2,884,827$339,974$4,722iApproximate average salary by contribution assumption: employee only about $118,047 at 4% or $78,698 at 6%; with 50% employer match about $78,698 at 4% or $52,465 at 6%; with 100% employer match about $59,023 at 4% or $39,349 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-55$1,864,809$161,727$2,940iApproximate average salary by contribution assumption: employee only about $73,512 at 4% or $49,008 at 6%; with 50% employer match about $49,008 at 4% or $32,672 at 6%; with 100% employer match about $36,756 at 4% or $24,504 at 6%.
Uncle Credit Union 401K Plan-72$1,020,018$178,247$2,476iApproximate average salary by contribution assumption: employee only about $61,891 at 4% or $41,261 at 6%; with 50% employer match about $41,261 at 4% or $27,507 at 6%; with 100% employer match about $30,946 at 4% or $20,630 at 6%.
2004275$2,666,761$341,328$4,551iApproximate average salary by contribution assumption: employee only about $113,776 at 4% or $75,851 at 6%; with 50% employer match about $75,851 at 4% or $50,567 at 6%; with 100% employer match about $56,888 at 4% or $37,925 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-52$1,713,965$181,873$3,498iApproximate average salary by contribution assumption: employee only about $87,439 at 4% or $58,293 at 6%; with 50% employer match about $58,293 at 4% or $38,862 at 6%; with 100% employer match about $43,719 at 4% or $29,146 at 6%.
Uncle Credit Union 401K Plan-75$952,796$159,455$2,126iApproximate average salary by contribution assumption: employee only about $53,152 at 4% or $35,434 at 6%; with 50% employer match about $35,434 at 4% or $23,623 at 6%; with 100% employer match about $26,576 at 4% or $17,717 at 6%.
2003272$2,321,233$368,814$5,122iApproximate average salary by contribution assumption: employee only about $128,060 at 4% or $85,374 at 6%; with 50% employer match about $85,374 at 4% or $56,916 at 6%; with 100% employer match about $64,030 at 4% or $42,687 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-49$1,549,588$184,101$3,757iApproximate average salary by contribution assumption: employee only about $93,929 at 4% or $62,619 at 6%; with 50% employer match about $62,619 at 4% or $41,746 at 6%; with 100% employer match about $46,965 at 4% or $31,310 at 6%.
Uncle Credit Union 401K Plan-72$771,645$184,713$2,565iApproximate average salary by contribution assumption: employee only about $64,136 at 4% or $42,758 at 6%; with 50% employer match about $42,758 at 4% or $28,505 at 6%; with 100% employer match about $32,068 at 4% or $21,379 at 6%.
2002196$0$0-
Uncle Credit Union 401K Plan-96---
2001274$500,845$167,053$2,257iApproximate average salary by contribution assumption: employee only about $56,437 at 4% or $37,625 at 6%; with 50% employer match about $37,625 at 4% or $25,083 at 6%; with 100% employer match about $28,218 at 4% or $18,812 at 6%.
Uncle Credit Union 401K Plan-74$500,845$167,053$2,257iApproximate average salary by contribution assumption: employee only about $56,437 at 4% or $37,625 at 6%; with 50% employer match about $37,625 at 4% or $25,083 at 6%; with 100% employer match about $28,218 at 4% or $18,812 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-45---
2000269$1,719,097$216,551$3,138iApproximate average salary by contribution assumption: employee only about $78,461 at 4% or $52,307 at 6%; with 50% employer match about $52,307 at 4% or $34,871 at 6%; with 100% employer match about $39,230 at 4% or $26,154 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-38$1,311,763$55,775$1,468iApproximate average salary by contribution assumption: employee only about $36,694 at 4% or $24,463 at 6%; with 50% employer match about $24,463 at 4% or $16,308 at 6%; with 100% employer match about $18,347 at 4% or $12,231 at 6%.
Uncle Credit Union 401K Plan-69$407,334$160,776$2,330iApproximate average salary by contribution assumption: employee only about $58,252 at 4% or $38,835 at 6%; with 50% employer match about $38,835 at 4% or $25,890 at 6%; with 100% employer match about $29,126 at 4% or $19,417 at 6%.
1999266$2,008,355$260,173$3,942iApproximate average salary by contribution assumption: employee only about $98,550 at 4% or $65,700 at 6%; with 50% employer match about $65,700 at 4% or $43,800 at 6%; with 100% employer match about $49,275 at 4% or $32,850 at 6%.
Uncle Credit Union Defined Benefit Plan and Trust-50$1,705,922$132,496$2,650iApproximate average salary by contribution assumption: employee only about $66,248 at 4% or $44,165 at 6%; with 50% employer match about $44,165 at 4% or $29,444 at 6%; with 100% employer match about $33,124 at 4% or $22,083 at 6%.
Uncle Credit Union 401K Plan-66$302,433$127,677$1,935iApproximate average salary by contribution assumption: employee only about $48,363 at 4% or $32,242 at 6%; with 50% employer match about $32,242 at 4% or $21,494 at 6%; with 100% employer match about $24,181 at 4% or $16,121 at 6%.