401k Plan data: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN plan

CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

CREDIT UNION MORTGAGE ASSOC. INC has sponsored the creation of one or more 401k plans.

Company Name: CREDIT UNION MORTGAGE ASSOC. INC

Employer identification number (EIN): 541094297

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GERALD NEUFANG 2024-09-26
001 2022-01-01 GERALD NEUFANG 2023-10-04
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-09-01 GERALD NEUFANG 2015-10-05
001 2013-09-01 GERALD NEUFANG 2015-06-08
001 2012-09-01 ALLEN DELEON
001 2011-09-01 ALLEN DELEON
001 2010-09-01 JERRY NEUFANG
001 2009-09-01 JERRY NEUFANG

Plan Statistics for CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 33
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 33
Number of participants with account balances 2012-09-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 4
2011: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 30
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 30
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 30
Number of participants with account balances 2011-09-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 27
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 29
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 1
Total of all active and inactive participants 2010-09-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 30
Number of participants with account balances 2010-09-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 27
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 0
Total of all active and inactive participants 2009-09-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 27
Number of participants with account balances 2009-09-01 27

Measure	Date	Value
2012: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	33
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	33
Number of participants with account balances	2012-09-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	4
2011: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	30
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	30
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	30
Number of participants with account balances	2011-09-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	27
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	29
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	1
Total of all active and inactive participants	2010-09-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	30
Number of participants with account balances	2010-09-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	27
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	0
Total of all active and inactive participants	2009-09-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	27
Number of participants with account balances	2009-09-01	27

Financial Data on CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$541,511
Expenses. Total of all expenses incurred	2013-08-31	$66,739
Benefits paid (including direct rollovers)	2013-08-31	$66,739
Total plan assets at end of year	2013-08-31	$1,658,780
Total plan assets at beginning of year	2013-08-31	$1,184,008
Total contributions received or receivable from participants	2013-08-31	$260,011
Other income received	2013-08-31	$183,289
Net income (gross income less expenses)	2013-08-31	$474,772
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$1,658,780
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$1,184,008
Assets. Value of participant loans	2013-08-31	$73,425
Total contributions received or receivable from employer(s)	2013-08-31	$98,211
2012 : CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$309,425
Expenses. Total of all expenses incurred	2012-08-31	$39,200
Benefits paid (including direct rollovers)	2012-08-31	$39,200
Total plan assets at end of year	2012-08-31	$1,184,008
Total plan assets at beginning of year	2012-08-31	$913,783
Total contributions received or receivable from participants	2012-08-31	$128,711
Other income received	2012-08-31	$98,624
Net income (gross income less expenses)	2012-08-31	$270,225
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$1,184,008
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$913,783
Assets. Value of participant loans	2012-08-31	$61,467
Total contributions received or receivable from employer(s)	2012-08-31	$82,090
2011 : CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$212,351
Total plan assets at end of year	2011-08-31	$913,783
Total plan assets at beginning of year	2011-08-31	$701,432
Total contributions received or receivable from participants	2011-08-31	$133,470
Other income received	2011-08-31	$2,179
Net income (gross income less expenses)	2011-08-31	$212,351
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$913,783
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$701,432
Assets. Value of participant loans	2011-08-31	$77,504
Total contributions received or receivable from employer(s)	2011-08-31	$76,702

Form 5500 Responses for CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

2012: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: CREDIT UNION MORTGAGE ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CREDIT UNION MORTGAGE ASSOC. INC
Employer identification number (EIN):	541094297
NAIC Classification:	522292
NAIC Description:	Real Estate Credit

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	GERALD NEUFANG	2024-09-26
001	2022-01-01	GERALD NEUFANG	2023-10-04
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-09-01	GERALD NEUFANG	2015-10-05
001	2013-09-01	GERALD NEUFANG	2015-06-08
001	2012-09-01	ALLEN DELEON
001	2011-09-01	ALLEN DELEON
001	2010-09-01	JERRY NEUFANG
001	2009-09-01	JERRY NEUFANG