401k Plan data: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST plan

YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number	002

YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

YORK COUNTY FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: YORK COUNTY FEDERAL CREDIT UNION

Employer identification number (EIN): 010239530

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 RACHEL NEWMAN 2020-09-28
002 2018-01-01 RACHEL NEWMAN 2019-07-26
002 2017-01-01 RACHEL NEWMAN
002 2016-01-01 RACHEL NEWMAN
002 2015-01-01 RACHEL NEWMAN
002 2014-01-01 RACHEL NEWMAN
002 2013-01-01 RACHEL NEWMAN
002 2012-01-01 CHERYL FISHER 2013-06-07
002 2011-09-01 CHERYL FISHER 2012-07-05
002 2010-09-01 CHERYL FISHER 2012-02-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	RACHEL NEWMAN	2020-09-28
002	2018-01-01	RACHEL NEWMAN	2019-07-26
002	2017-01-01	RACHEL NEWMAN
002	2016-01-01	RACHEL NEWMAN
002	2015-01-01	RACHEL NEWMAN
002	2014-01-01	RACHEL NEWMAN
002	2013-01-01	RACHEL NEWMAN
002	2012-01-01	CHERYL FISHER	2013-06-07
002	2011-09-01	CHERYL FISHER	2012-07-05
002	2010-09-01	CHERYL FISHER	2012-02-03

Plan Statistics for YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST

401k plan membership statisitcs for YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2017: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 68
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 75
Number of participants with account balances 2017-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 62
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 66
Number of participants with account balances 2016-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 60
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 66
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 53
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 58
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 56
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 64
Number of participants with account balances 2013-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2017: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	68
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	75
Number of participants with account balances	2017-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	62
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	66
Number of participants with account balances	2016-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	60
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	66
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	53
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	58
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	56
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	64
Number of participants with account balances	2013-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST

Measure	Date	Value
2017 : YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$762,392
Expenses. Total of all expenses incurred	2017-12-31	$32,277
Benefits paid (including direct rollovers)	2017-12-31	$16,118
Total plan assets at end of year	2017-12-31	$2,734,462
Total plan assets at beginning of year	2017-12-31	$2,004,347
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$170,987
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$205,610
Other income received	2017-12-31	$356,240
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$730,115
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,734,462
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,004,347
Assets. Value of participant loans	2017-12-31	$143,908
Total contributions received or receivable from employer(s)	2017-12-31	$29,555
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$16,159
2016 : YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$312,221
Expenses. Total of all expenses incurred	2016-12-31	$395,003
Benefits paid (including direct rollovers)	2016-12-31	$377,700
Total plan assets at end of year	2016-12-31	$2,004,347
Total plan assets at beginning of year	2016-12-31	$2,087,129
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$153,182
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$130,590
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-82,782
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,004,347
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,087,129
Assets. Value of participant loans	2016-12-31	$118,254
Total contributions received or receivable from employer(s)	2016-12-31	$28,449
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$17,303
2015 : YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$149,507
Expenses. Total of all expenses incurred	2015-12-31	$28,602
Benefits paid (including direct rollovers)	2015-12-31	$10,547
Total plan assets at end of year	2015-12-31	$2,087,129
Total plan assets at beginning of year	2015-12-31	$1,966,224
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$132,696
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-7,498
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$120,905
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,087,129
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,966,224
Assets. Value of participant loans	2015-12-31	$163,941
Total contributions received or receivable from employer(s)	2015-12-31	$24,309
Value of certain deemed distributions of participant loans	2015-12-31	$-213
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,268
2014 : YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$248,797
Expenses. Total of all expenses incurred	2014-12-31	$85,849
Benefits paid (including direct rollovers)	2014-12-31	$72,315
Total plan assets at end of year	2014-12-31	$1,966,224
Total plan assets at beginning of year	2014-12-31	$1,803,276
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$119,897
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$106,156
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$162,948
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,966,224
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,803,276
Assets. Value of participant loans	2014-12-31	$98,248
Total contributions received or receivable from employer(s)	2014-12-31	$22,744
Value of certain deemed distributions of participant loans	2014-12-31	$213
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,321
2013 : YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$70,149
Expenses. Total of all expenses incurred	2013-12-31	$25
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,803,276
Total plan assets at beginning of year	2013-12-31	$1,733,152
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$18,749
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$47,924
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$70,124
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,803,276
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,733,152
Assets. Value of participant loans	2013-12-31	$90,835
Total contributions received or receivable from employer(s)	2013-12-31	$3,476
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$25

Form 5500 Responses for YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST

2017: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: YORK COUNTY FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	YORK COUNTY FEDERAL CREDIT UNION
Employer identification number (EIN):	010239530
NAIC Classification:	522130
NAIC Description:	Credit Unions