Civic Intelligence

Monterey Federal Credit Union

Plan context: Monterey Federal Credit Union 401K Plan

EIN 94-6198351 • Monterey, CA • 20 filings • 6 plans

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P. O. Box 3288Monterey, CA 93942
Current Snapshot

Latest Year

2013

2013 Participants

63

2013 Assets

$6,612,135

2013 Contributions

$668,167

Historical Graphs

Total Assets Over Time

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

$6,612,135$3,306,068$0199920052012YearValue
$6,612,135Latest year 2012

Participants Over Time

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

70350199920062012YearValue
63Latest year 2012

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
201310$0$668,167-
Monterey Federal Credit Union 401K Plan-0$0$668,167-
2012163$6,612,135$307,432$4,880iApproximate average salary by contribution assumption: employee only about $121,997 at 4% or $81,331 at 6%; with 50% employer match about $81,331 at 4% or $54,221 at 6%; with 100% employer match about $60,998 at 4% or $40,666 at 6%.
Monterey Federal Credit Union 401K Plan-63$6,612,135$307,432$4,880iApproximate average salary by contribution assumption: employee only about $121,997 at 4% or $81,331 at 6%; with 50% employer match about $81,331 at 4% or $54,221 at 6%; with 100% employer match about $60,998 at 4% or $40,666 at 6%.
2011168$6,036,510$640,369$9,417iApproximate average salary by contribution assumption: employee only about $235,430 at 4% or $156,953 at 6%; with 50% employer match about $156,953 at 4% or $104,635 at 6%; with 100% employer match about $117,715 at 4% or $78,477 at 6%.
Monterey Federal Credit Union 401K Plan-68$6,036,510$640,369$9,417iApproximate average salary by contribution assumption: employee only about $235,430 at 4% or $156,953 at 6%; with 50% employer match about $156,953 at 4% or $104,635 at 6%; with 100% employer match about $117,715 at 4% or $78,477 at 6%.
2010170$5,874,797$360,347$5,148iApproximate average salary by contribution assumption: employee only about $128,695 at 4% or $85,797 at 6%; with 50% employer match about $85,797 at 4% or $57,198 at 6%; with 100% employer match about $64,348 at 4% or $42,898 at 6%.
Monterey Federal Credit Union 401K Plan-70$5,874,797$360,347$5,148iApproximate average salary by contribution assumption: employee only about $128,695 at 4% or $85,797 at 6%; with 50% employer match about $85,797 at 4% or $57,198 at 6%; with 100% employer match about $64,348 at 4% or $42,898 at 6%.
2009165$4,987,989$312,974$4,815iApproximate average salary by contribution assumption: employee only about $120,375 at 4% or $80,250 at 6%; with 50% employer match about $80,250 at 4% or $53,500 at 6%; with 100% employer match about $60,187 at 4% or $40,125 at 6%.
Monterey Federal Credit Union 401K Plan-65$4,987,989$312,974$4,815iApproximate average salary by contribution assumption: employee only about $120,375 at 4% or $80,250 at 6%; with 50% employer match about $80,250 at 4% or $53,500 at 6%; with 100% employer match about $60,187 at 4% or $40,125 at 6%.
2008153$3,675,040$577,729$10,901iApproximate average salary by contribution assumption: employee only about $272,514 at 4% or $181,676 at 6%; with 50% employer match about $181,676 at 4% or $121,117 at 6%; with 100% employer match about $136,257 at 4% or $90,838 at 6%.
Monterey Federal Credit Union 401K Plan-53$3,675,040$577,729$10,901iApproximate average salary by contribution assumption: employee only about $272,514 at 4% or $181,676 at 6%; with 50% employer match about $181,676 at 4% or $121,117 at 6%; with 100% employer match about $136,257 at 4% or $90,838 at 6%.
2007142$0$0-
Monterey Federal Credit Union 401K Plan-42---
2006145$4,361,171$494,343$10,985iApproximate average salary by contribution assumption: employee only about $274,635 at 4% or $183,090 at 6%; with 50% employer match about $183,090 at 4% or $122,060 at 6%; with 100% employer match about $137,318 at 4% or $91,545 at 6%.
Monterey Federal Credit Union 401K Plan-45$4,361,171$494,343$10,985iApproximate average salary by contribution assumption: employee only about $274,635 at 4% or $183,090 at 6%; with 50% employer match about $183,090 at 4% or $122,060 at 6%; with 100% employer match about $137,318 at 4% or $91,545 at 6%.
2005149$3,640,213$511,945$10,448iApproximate average salary by contribution assumption: employee only about $261,196 at 4% or $174,131 at 6%; with 50% employer match about $174,131 at 4% or $116,087 at 6%; with 100% employer match about $130,598 at 4% or $87,065 at 6%.
Monterey Federal Credit Union 401K Plan-49$3,640,213$511,945$10,448iApproximate average salary by contribution assumption: employee only about $261,196 at 4% or $174,131 at 6%; with 50% employer match about $174,131 at 4% or $116,087 at 6%; with 100% employer match about $130,598 at 4% or $87,065 at 6%.
2004153$2,966,185$504,713$9,523iApproximate average salary by contribution assumption: employee only about $238,072 at 4% or $158,715 at 6%; with 50% employer match about $158,715 at 4% or $105,810 at 6%; with 100% employer match about $119,036 at 4% or $79,357 at 6%.
Monterey Federal Credit Union 401K Plan-53$2,966,185$504,713$9,523iApproximate average salary by contribution assumption: employee only about $238,072 at 4% or $158,715 at 6%; with 50% employer match about $158,715 at 4% or $105,810 at 6%; with 100% employer match about $119,036 at 4% or $79,357 at 6%.
2003255$2,756,312$501,762$9,123iApproximate average salary by contribution assumption: employee only about $228,074 at 4% or $152,049 at 6%; with 50% employer match about $152,049 at 4% or $101,366 at 6%; with 100% employer match about $114,037 at 4% or $76,025 at 6%.
Monterey Federal Credit Union 401K Plan-55$2,756,312$501,762$9,123iApproximate average salary by contribution assumption: employee only about $228,074 at 4% or $152,049 at 6%; with 50% employer match about $152,049 at 4% or $101,366 at 6%; with 100% employer match about $114,037 at 4% or $76,025 at 6%.
Monterey Federal Credit Union Money Purchase Pension Plan and Trust-0---
2002255$1,923,072$492,522$8,955iApproximate average salary by contribution assumption: employee only about $223,874 at 4% or $149,249 at 6%; with 50% employer match about $149,249 at 4% or $99,499 at 6%; with 100% employer match about $111,937 at 4% or $74,625 at 6%.
Monterey Federal Credit Union Money Purchase Pension Plan and Trust-55$1,095,399$208,655$3,794iApproximate average salary by contribution assumption: employee only about $94,843 at 4% or $63,229 at 6%; with 50% employer match about $63,229 at 4% or $42,153 at 6%; with 100% employer match about $47,422 at 4% or $31,614 at 6%.
Monterey Federal Credit Union 401K Plan-53$827,673$283,867$5,356iApproximate average salary by contribution assumption: employee only about $133,900 at 4% or $89,266 at 6%; with 50% employer match about $89,266 at 4% or $59,511 at 6%; with 100% employer match about $66,950 at 4% or $44,633 at 6%.
2001246$1,940,400$381,893$8,302iApproximate average salary by contribution assumption: employee only about $207,551 at 4% or $138,367 at 6%; with 50% employer match about $138,367 at 4% or $92,245 at 6%; with 100% employer match about $103,775 at 4% or $69,184 at 6%.
Monterey Federal Credit Union Money Purchase Pension Plan and Trust-45$1,202,643$151,828$3,374iApproximate average salary by contribution assumption: employee only about $84,349 at 4% or $56,233 at 6%; with 50% employer match about $56,233 at 4% or $37,488 at 6%; with 100% employer match about $42,174 at 4% or $28,116 at 6%.
Monterey Federal Credit Union 401K Plan-46$737,757$230,065$5,001iApproximate average salary by contribution assumption: employee only about $125,035 at 4% or $83,357 at 6%; with 50% employer match about $83,357 at 4% or $55,571 at 6%; with 100% employer match about $62,518 at 4% or $41,678 at 6%.
2000244$1,927,242$346,164$7,867iApproximate average salary by contribution assumption: employee only about $196,684 at 4% or $131,123 at 6%; with 50% employer match about $131,123 at 4% or $87,415 at 6%; with 100% employer match about $98,342 at 4% or $65,561 at 6%.
Monterey Federal Credit Union Money Purchase Pension Plan and Trust-44$1,297,399$142,521$3,239iApproximate average salary by contribution assumption: employee only about $80,978 at 4% or $53,985 at 6%; with 50% employer match about $53,985 at 4% or $35,990 at 6%; with 100% employer match about $40,489 at 4% or $26,993 at 6%.
Monterey Federal Credit Union 401K Plan-44$629,843$203,643$4,628iApproximate average salary by contribution assumption: employee only about $115,706 at 4% or $77,138 at 6%; with 50% employer match about $77,138 at 4% or $51,425 at 6%; with 100% employer match about $57,853 at 4% or $38,569 at 6%.
1999245$1,896,447$312,155$6,937iApproximate average salary by contribution assumption: employee only about $173,419 at 4% or $115,613 at 6%; with 50% employer match about $115,613 at 4% or $77,075 at 6%; with 100% employer match about $86,710 at 4% or $57,806 at 6%.
Monterey Federal Credit Union Money Purchase Pension Plan and Trust-45$1,385,873$130,590$2,902iApproximate average salary by contribution assumption: employee only about $72,550 at 4% or $48,367 at 6%; with 50% employer match about $48,367 at 4% or $32,244 at 6%; with 100% employer match about $36,275 at 4% or $24,183 at 6%.
Monterey Federal Credit Union 401K Plan-42$510,574$181,565$4,323iApproximate average salary by contribution assumption: employee only about $108,074 at 4% or $72,050 at 6%; with 50% employer match about $72,050 at 4% or $48,033 at 6%; with 100% employer match about $54,037 at 4% or $36,025 at 6%.