Thinkwise Federal Credit Union
Plan context: Thinkwise Cu 401(K) Plan
EIN 95-1824500 • San Bernardino, CA • 43 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
34
2024 Assets
$1,489,191
2024 Contributions
$96,624
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 | 34 | $1,489,191 | $96,624 | $2,842iApproximate average salary by contribution assumption: employee only about $71,047 at 4% or $47,365 at 6%; with 50% employer match about $47,365 at 4% or $31,576 at 6%; with 100% employer match about $35,524 at 4% or $23,682 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 34 | $1,489,191 | $96,624 | $2,842iApproximate average salary by contribution assumption: employee only about $71,047 at 4% or $47,365 at 6%; with 50% employer match about $47,365 at 4% or $31,576 at 6%; with 100% employer match about $35,524 at 4% or $23,682 at 6%. |
| 2023 | 1 | 28 | $1,296,385 | $91,091 | $3,253iApproximate average salary by contribution assumption: employee only about $81,331 at 4% or $54,221 at 6%; with 50% employer match about $54,221 at 4% or $36,147 at 6%; with 100% employer match about $40,666 at 4% or $27,110 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 28 | $1,296,385 | $91,091 | $3,253iApproximate average salary by contribution assumption: employee only about $81,331 at 4% or $54,221 at 6%; with 50% employer match about $54,221 at 4% or $36,147 at 6%; with 100% employer match about $40,666 at 4% or $27,110 at 6%. |
| 2022 | 1 | 33 | $1,071,780 | $741,164 | $22,460iApproximate average salary by contribution assumption: employee only about $561,488 at 4% or $374,325 at 6%; with 50% employer match about $374,325 at 4% or $249,550 at 6%; with 100% employer match about $280,744 at 4% or $187,163 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 33 | $1,071,780 | $741,164 | $22,460iApproximate average salary by contribution assumption: employee only about $561,488 at 4% or $374,325 at 6%; with 50% employer match about $374,325 at 4% or $249,550 at 6%; with 100% employer match about $280,744 at 4% or $187,163 at 6%. |
| 2021 | 2 | 25 | $484,943 | $78,302 | $3,132iApproximate average salary by contribution assumption: employee only about $78,302 at 4% or $52,201 at 6%; with 50% employer match about $52,201 at 4% or $34,801 at 6%; with 100% employer match about $39,151 at 4% or $26,101 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 25 | $484,943 | $78,302 | $3,132iApproximate average salary by contribution assumption: employee only about $78,302 at 4% or $52,201 at 6%; with 50% employer match about $52,201 at 4% or $34,801 at 6%; with 100% employer match about $39,151 at 4% or $26,101 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 0 | $0 | - | - |
| 2020 | 2 | 28 | $2,186,199 | $25,207 | $900iApproximate average salary by contribution assumption: employee only about $22,506 at 4% or $15,004 at 6%; with 50% employer match about $15,004 at 4% or $10,003 at 6%; with 100% employer match about $11,253 at 4% or $7,502 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 28 | $1,786,739 | $0 | - |
| Thinkwise Cu 401(K) Plan | - | 22 | $399,460 | $25,207 | $1,146iApproximate average salary by contribution assumption: employee only about $28,644 at 4% or $19,096 at 6%; with 50% employer match about $19,096 at 4% or $12,731 at 6%; with 100% employer match about $14,322 at 4% or $9,548 at 6%. |
| 2019 | 2 | 28 | $2,031,867 | $194,178 | $6,935iApproximate average salary by contribution assumption: employee only about $173,373 at 4% or $115,582 at 6%; with 50% employer match about $115,582 at 4% or $77,055 at 6%; with 100% employer match about $86,687 at 4% or $57,791 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 28 | $1,610,327 | $118,301 | $4,225iApproximate average salary by contribution assumption: employee only about $105,626 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,945 at 6%; with 100% employer match about $52,813 at 4% or $35,209 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 14 | $421,540 | $75,877 | $5,420iApproximate average salary by contribution assumption: employee only about $135,495 at 4% or $90,330 at 6%; with 50% employer match about $90,330 at 4% or $60,220 at 6%; with 100% employer match about $67,747 at 4% or $45,165 at 6%. |
| 2018 | 2 | 23 | $1,631,681 | $261,833 | $11,384iApproximate average salary by contribution assumption: employee only about $284,601 at 4% or $189,734 at 6%; with 50% employer match about $189,734 at 4% or $126,489 at 6%; with 100% employer match about $142,301 at 4% or $94,867 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 23 | $1,237,318 | $98,901 | $4,300iApproximate average salary by contribution assumption: employee only about $107,501 at 4% or $71,667 at 6%; with 50% employer match about $71,667 at 4% or $47,778 at 6%; with 100% employer match about $53,751 at 4% or $35,834 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 16 | $394,363 | $162,932 | $10,183iApproximate average salary by contribution assumption: employee only about $254,581 at 4% or $169,721 at 6%; with 50% employer match about $169,721 at 4% or $113,147 at 6%; with 100% employer match about $127,291 at 4% or $84,860 at 6%. |
| 2017 | 2 | 23 | $1,301,939 | $46,146 | $2,006iApproximate average salary by contribution assumption: employee only about $50,159 at 4% or $33,439 at 6%; with 50% employer match about $33,439 at 4% or $22,293 at 6%; with 100% employer match about $25,079 at 4% or $16,720 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 23 | $1,037,993 | $0 | - |
| Thinkwise Cu 401(K) Plan | - | 17 | $263,946 | $46,146 | $2,714iApproximate average salary by contribution assumption: employee only about $67,862 at 4% or $45,241 at 6%; with 50% employer match about $45,241 at 4% or $30,161 at 6%; with 100% employer match about $33,931 at 4% or $22,621 at 6%. |
| 2016 | 2 | 25 | $1,579,143 | $40,218 | $1,609iApproximate average salary by contribution assumption: employee only about $40,218 at 4% or $26,812 at 6%; with 50% employer match about $26,812 at 4% or $17,875 at 6%; with 100% employer match about $20,109 at 4% or $13,406 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 25 | $1,366,700 | $0 | - |
| Thinkwise Cu 401(K) Plan | - | 17 | $212,443 | $40,218 | $2,366iApproximate average salary by contribution assumption: employee only about $59,144 at 4% or $39,429 at 6%; with 50% employer match about $39,429 at 4% or $26,286 at 6%; with 100% employer match about $29,572 at 4% or $19,715 at 6%. |
| 2015 | 2 | 24 | $1,564,578 | $31,258 | $1,302iApproximate average salary by contribution assumption: employee only about $32,560 at 4% or $21,707 at 6%; with 50% employer match about $21,707 at 4% or $14,471 at 6%; with 100% employer match about $16,280 at 4% or $10,853 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 24 | $1,399,184 | $0 | - |
| Thinkwise Cu 401(K) Plan | - | 14 | $165,394 | $31,258 | $2,233iApproximate average salary by contribution assumption: employee only about $55,818 at 4% or $37,212 at 6%; with 50% employer match about $37,212 at 4% or $24,808 at 6%; with 100% employer match about $27,909 at 4% or $18,606 at 6%. |
| 2014 | 2 | 23 | $1,544,285 | $530,260 | $23,055iApproximate average salary by contribution assumption: employee only about $576,370 at 4% or $384,246 at 6%; with 50% employer match about $384,246 at 4% or $256,164 at 6%; with 100% employer match about $288,185 at 4% or $192,123 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 23 | $1,347,960 | $500,000 | $21,739iApproximate average salary by contribution assumption: employee only about $543,478 at 4% or $362,319 at 6%; with 50% employer match about $362,319 at 4% or $241,546 at 6%; with 100% employer match about $271,739 at 4% or $181,159 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 11 | $196,325 | $30,260 | $2,751iApproximate average salary by contribution assumption: employee only about $68,773 at 4% or $45,848 at 6%; with 50% employer match about $45,848 at 4% or $30,566 at 6%; with 100% employer match about $34,386 at 4% or $22,924 at 6%. |
| 2013 | 2 | 15 | $156,564 | $18,645 | $1,243iApproximate average salary by contribution assumption: employee only about $31,075 at 4% or $20,717 at 6%; with 50% employer match about $20,717 at 4% or $13,811 at 6%; with 100% employer match about $15,538 at 4% or $10,358 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 14 | $156,564 | $18,645 | $1,332iApproximate average salary by contribution assumption: employee only about $33,295 at 4% or $22,196 at 6%; with 50% employer match about $22,196 at 4% or $14,798 at 6%; with 100% employer match about $16,647 at 4% or $11,098 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 15 | $0 | - | - |
| 2012 | 2 | 16 | $172,872 | $15,541 | $971iApproximate average salary by contribution assumption: employee only about $24,283 at 4% or $16,189 at 6%; with 50% employer match about $16,189 at 4% or $10,792 at 6%; with 100% employer match about $12,141 at 4% or $8,094 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 16 | $172,872 | $15,541 | $971iApproximate average salary by contribution assumption: employee only about $24,283 at 4% or $16,189 at 6%; with 50% employer match about $16,189 at 4% or $10,792 at 6%; with 100% employer match about $12,141 at 4% or $8,094 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 15 | $0 | - | - |
| 2011 | 2 | 17 | $152,571 | $22,364 | $1,316iApproximate average salary by contribution assumption: employee only about $32,888 at 4% or $21,925 at 6%; with 50% employer match about $21,925 at 4% or $14,617 at 6%; with 100% employer match about $16,444 at 4% or $10,963 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 15 | $152,571 | $22,364 | $1,491iApproximate average salary by contribution assumption: employee only about $37,273 at 4% or $24,849 at 6%; with 50% employer match about $24,849 at 4% or $16,566 at 6%; with 100% employer match about $18,637 at 4% or $12,424 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 17 | $0 | - | - |
| 2010 | 2 | 18 | $130,319 | $29,572 | $1,643iApproximate average salary by contribution assumption: employee only about $41,072 at 4% or $27,381 at 6%; with 50% employer match about $27,381 at 4% or $18,254 at 6%; with 100% employer match about $20,536 at 4% or $13,691 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 17 | $130,319 | $29,572 | $1,740iApproximate average salary by contribution assumption: employee only about $43,488 at 4% or $28,992 at 6%; with 50% employer match about $28,992 at 4% or $19,328 at 6%; with 100% employer match about $21,744 at 4% or $14,496 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 18 | $0 | - | - |
| 2009 | 2 | 20 | $92,601 | $22,546 | $1,127iApproximate average salary by contribution assumption: employee only about $28,183 at 4% or $18,788 at 6%; with 50% employer match about $18,788 at 4% or $12,526 at 6%; with 100% employer match about $14,091 at 4% or $9,394 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 19 | $92,601 | $22,546 | $1,187iApproximate average salary by contribution assumption: employee only about $29,666 at 4% or $19,777 at 6%; with 50% employer match about $19,777 at 4% or $13,185 at 6%; with 100% employer match about $14,833 at 4% or $9,889 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 20 | $0 | - | - |
| 2008 | 2 | 17 | $58,963 | $18,381 | $1,081iApproximate average salary by contribution assumption: employee only about $27,031 at 4% or $18,021 at 6%; with 50% employer match about $18,021 at 4% or $12,014 at 6%; with 100% employer match about $13,515 at 4% or $9,010 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 17 | $58,963 | $18,381 | $1,081iApproximate average salary by contribution assumption: employee only about $27,031 at 4% or $18,021 at 6%; with 50% employer match about $18,021 at 4% or $12,014 at 6%; with 100% employer match about $13,515 at 4% or $9,010 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 16 | - | - | - |
| 2007 | 2 | 18 | $0 | $0 | - |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 12 | - | - | - |
| Thinkwise Cu 401(K) Plan | - | 18 | - | - | - |
| 2006 | 2 | 19 | $44,331 | $20,662 | $1,087iApproximate average salary by contribution assumption: employee only about $27,187 at 4% or $18,125 at 6%; with 50% employer match about $18,125 at 4% or $12,083 at 6%; with 100% employer match about $13,593 at 4% or $9,062 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 19 | $44,331 | $20,662 | $1,087iApproximate average salary by contribution assumption: employee only about $27,187 at 4% or $18,125 at 6%; with 50% employer match about $18,125 at 4% or $12,083 at 6%; with 100% employer match about $13,593 at 4% or $9,062 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 12 | - | - | - |
| 2005 | 2 | 14 | $22,252 | $14,602 | $1,043iApproximate average salary by contribution assumption: employee only about $26,075 at 4% or $17,383 at 6%; with 50% employer match about $17,383 at 4% or $11,589 at 6%; with 100% employer match about $13,038 at 4% or $8,692 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 13 | $22,252 | $14,602 | $1,123iApproximate average salary by contribution assumption: employee only about $28,081 at 4% or $18,721 at 6%; with 50% employer match about $18,721 at 4% or $12,480 at 6%; with 100% employer match about $14,040 at 4% or $9,360 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 14 | - | - | - |
| 2004 | 2 | 18 | $8,292 | $7,955 | $442iApproximate average salary by contribution assumption: employee only about $11,049 at 4% or $7,366 at 6%; with 50% employer match about $7,366 at 4% or $4,910 at 6%; with 100% employer match about $5,524 at 4% or $3,683 at 6%. |
| Thinkwise Cu 401(K) Plan | - | 18 | $8,292 | $7,955 | $442iApproximate average salary by contribution assumption: employee only about $11,049 at 4% or $7,366 at 6%; with 50% employer match about $7,366 at 4% or $4,910 at 6%; with 100% employer match about $5,524 at 4% or $3,683 at 6%. |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 10 | - | - | - |
| 2003 | 1 | 7 | $0 | $0 | - |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 7 | - | - | - |
| 2002 | 1 | 11 | $0 | $0 | - |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 11 | - | - | - |
| 2001 | 1 | 12 | $0 | $0 | - |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 12 | - | - | - |
| 1999 | 1 | 12 | $0 | $0 | - |
| San Bernardino School Employees Federal Credit Union 412I Defined Benefit Plan and Trust | - | 12 | - | - | - |