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SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSPACE COAST CREDIT UNION 401(K) SAVINGS PLAN
Plan identification number 002

SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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

SPACE COAST CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:SPACE COAST CREDIT UNION
Employer identification number (EIN):590746906
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LINDA HART LINDA HART2018-10-12
0022016-01-01LINDA HART LINDA HART2017-10-13
0022015-01-01LINDA HART LINDA HART2016-10-14
0022014-01-01SHELLEY FICK
0022013-01-01KAREN SACK
0022012-01-01KAREN SACK
0022011-01-01KAREN SACK
0022009-01-01KAREN SACK KAREN SACK2010-10-04

Plan Statistics for SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN

401k plan membership statisitcs for SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN

Measure Date Value
2022: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,394
Total number of active participants reported on line 7a of the Form 55002022-01-011,003
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01481
Total of all active and inactive participants2022-01-011,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,486
Number of participants with account balances2022-01-011,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0151
2021: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,330
Total number of active participants reported on line 7a of the Form 55002021-01-01937
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01455
Total of all active and inactive participants2021-01-011,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,394
Number of participants with account balances2021-01-011,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0165
2020: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,206
Total number of active participants reported on line 7a of the Form 55002020-01-01954
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01374
Total of all active and inactive participants2020-01-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,330
Number of participants with account balances2020-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0140
2019: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,141
Total number of active participants reported on line 7a of the Form 55002019-01-01864
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01340
Total of all active and inactive participants2019-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,206
Number of participants with account balances2019-01-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0162
2018: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,080
Total number of active participants reported on line 7a of the Form 55002018-01-01836
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01304
Total of all active and inactive participants2018-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,141
Number of participants with account balances2018-01-011,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0159
2017: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,104
Total number of active participants reported on line 7a of the Form 55002017-01-01815
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01265
Total of all active and inactive participants2017-01-011,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,080
Number of participants with account balances2017-01-01990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0146
2016: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01989
Total number of active participants reported on line 7a of the Form 55002016-01-01884
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01220
Total of all active and inactive participants2016-01-011,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,104
Number of participants with account balances2016-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0147
2015: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01915
Total number of active participants reported on line 7a of the Form 55002015-01-01796
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01193
Total of all active and inactive participants2015-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01989
Number of participants with account balances2015-01-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0151
2014: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01898
Total number of active participants reported on line 7a of the Form 55002014-01-01742
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01173
Total of all active and inactive participants2014-01-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01915
Number of participants with account balances2014-01-01795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0148
2013: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01882
Total number of active participants reported on line 7a of the Form 55002013-01-01726
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01172
Total of all active and inactive participants2013-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01898
Number of participants with account balances2013-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0144
2012: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01902
Total number of active participants reported on line 7a of the Form 55002012-01-01726
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01156
Total of all active and inactive participants2012-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01882
Number of participants with account balances2012-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0141
2011: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01564
Total number of active participants reported on line 7a of the Form 55002011-01-01770
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01131
Total of all active and inactive participants2011-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01902
Number of participants with account balances2011-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
2009: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01500
Total number of active participants reported on line 7a of the Form 55002009-01-01459
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01477
Number of participants with account balances2009-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN

Measure Date Value
2022 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,277,744
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,036,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,001,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,688,316
Value of total assets at end of year2022-12-31$49,736,210
Value of total assets at beginning of year2022-12-31$57,050,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,801
Total interest from all sources2022-12-31$68,757
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,085,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,085,802
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,292,125
Participant contributions at end of year2022-12-31$1,531,564
Participant contributions at beginning of year2022-12-31$1,489,162
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$116,608
Administrative expenses (other) incurred2022-12-31$35,801
Total non interest bearing cash at end of year2022-12-31$234,781
Total non interest bearing cash at beginning of year2022-12-31$218,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,314,654
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,736,210
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,050,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,295,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$52,024,125
Interest on participant loans2022-12-31$68,757
Value of interest in common/collective trusts at end of year2022-12-31$3,674,736
Value of interest in common/collective trusts at beginning of year2022-12-31$3,318,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,180,343
Net investment gain or loss from common/collective trusts2022-12-31$59,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,279,583
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,001,109
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084439
2021 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,730,657
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,528,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,512,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,848,720
Value of total assets at end of year2021-12-31$57,050,864
Value of total assets at beginning of year2021-12-31$46,848,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,985
Total interest from all sources2021-12-31$70,588
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,798,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,798,981
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,230,759
Participant contributions at end of year2021-12-31$1,489,162
Participant contributions at beginning of year2021-12-31$1,450,708
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$310,649
Administrative expenses (other) incurred2021-12-31$15,985
Total non interest bearing cash at end of year2021-12-31$218,492
Total non interest bearing cash at beginning of year2021-12-31$57,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,202,642
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,050,864
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,848,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$52,024,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,956,785
Interest on participant loans2021-12-31$70,588
Value of interest in common/collective trusts at end of year2021-12-31$3,318,759
Value of interest in common/collective trusts at beginning of year2021-12-31$3,383,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,957,565
Net investment gain or loss from common/collective trusts2021-12-31$54,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,307,312
Employer contributions (assets) at end of year2021-12-31$326
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,512,030
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084439
2020 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,955,277
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,990,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,978,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,691,863
Value of total assets at end of year2020-12-31$46,848,222
Value of total assets at beginning of year2020-12-31$39,883,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,790
Total interest from all sources2020-12-31$80,192
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,150,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,150,426
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,691,144
Participant contributions at end of year2020-12-31$1,450,708
Participant contributions at beginning of year2020-12-31$1,530,759
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,931
Administrative expenses (other) incurred2020-12-31$11,790
Total non interest bearing cash at end of year2020-12-31$57,659
Total non interest bearing cash at beginning of year2020-12-31$164,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,965,005
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,848,222
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,883,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,956,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,045,287
Interest on participant loans2020-12-31$80,192
Value of interest in common/collective trusts at end of year2020-12-31$3,383,070
Value of interest in common/collective trusts at beginning of year2020-12-31$3,141,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,970,702
Net investment gain or loss from common/collective trusts2020-12-31$62,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,993,788
Employer contributions (assets) at beginning of year2020-12-31$698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,978,482
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,684,902
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,045,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,022,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,048,987
Value of total assets at end of year2019-12-31$39,883,217
Value of total assets at beginning of year2019-12-31$32,243,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,224
Total interest from all sources2019-12-31$79,914
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,387,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,387,622
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,289,862
Participant contributions at end of year2019-12-31$1,530,759
Participant contributions at beginning of year2019-12-31$1,506,009
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,463
Administrative expenses (other) incurred2019-12-31$22,224
Total non interest bearing cash at end of year2019-12-31$164,534
Total non interest bearing cash at beginning of year2019-12-31$2,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,639,902
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,883,217
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,243,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,045,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,909,796
Interest on participant loans2019-12-31$79,914
Value of interest in common/collective trusts at end of year2019-12-31$3,141,939
Value of interest in common/collective trusts at beginning of year2019-12-31$2,800,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,100,490
Net investment gain or loss from common/collective trusts2019-12-31$67,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,678,662
Employer contributions (assets) at end of year2019-12-31$698
Employer contributions (assets) at beginning of year2019-12-31$24,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,022,776
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31454084437
2018 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,633,637
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,154,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,132,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,495,862
Value of total assets at end of year2018-12-31$32,243,315
Value of total assets at beginning of year2018-12-31$33,763,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,380
Total interest from all sources2018-12-31$65,042
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,618,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,618,810
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,040,090
Participant contributions at end of year2018-12-31$1,506,009
Participant contributions at beginning of year2018-12-31$1,250,080
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$115,489
Administrative expenses (other) incurred2018-12-31$21,380
Total non interest bearing cash at end of year2018-12-31$2,464
Total non interest bearing cash at beginning of year2018-12-31$176,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,520,501
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,243,315
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,763,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,909,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,460,654
Interest on participant loans2018-12-31$65,042
Value of interest in common/collective trusts at end of year2018-12-31$2,800,614
Value of interest in common/collective trusts at beginning of year2018-12-31$2,876,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,597,972
Net investment gain or loss from common/collective trusts2018-12-31$51,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,340,283
Employer contributions (assets) at end of year2018-12-31$24,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,132,758
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT, LLC
Accountancy firm EIN2018-12-31454084437
2017 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,363,484
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,086,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,038,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,397,520
Value of total assets at end of year2017-12-31$33,763,816
Value of total assets at beginning of year2017-12-31$28,486,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,629
Total interest from all sources2017-12-31$48,884
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,415,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,415,209
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,904,908
Participant contributions at end of year2017-12-31$1,250,080
Participant contributions at beginning of year2017-12-31$1,138,691
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$139,539
Administrative expenses (other) incurred2017-12-31$48,629
Total non interest bearing cash at end of year2017-12-31$176,956
Total non interest bearing cash at beginning of year2017-12-31$3,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,276,854
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,763,816
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,486,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,460,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,350,422
Interest on participant loans2017-12-31$48,884
Value of interest in common/collective trusts at end of year2017-12-31$2,876,126
Value of interest in common/collective trusts at beginning of year2017-12-31$2,994,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,449,512
Net investment gain or loss from common/collective trusts2017-12-31$52,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,353,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,038,001
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT, LLC
Accountancy firm EIN2017-12-31454084437
2016 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,412,409
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,291,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,239,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,169,523
Value of total assets at end of year2016-12-31$28,486,962
Value of total assets at beginning of year2016-12-31$25,366,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,348
Total interest from all sources2016-12-31$47,094
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$952,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$952,526
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,868,909
Participant contributions at end of year2016-12-31$1,138,691
Participant contributions at beginning of year2016-12-31$1,150,442
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$62,625
Administrative expenses (other) incurred2016-12-31$52,348
Total non interest bearing cash at end of year2016-12-31$3,751
Total non interest bearing cash at beginning of year2016-12-31$84,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,120,772
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,486,962
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,366,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,350,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,416,264
Interest on participant loans2016-12-31$47,094
Value of interest in common/collective trusts at end of year2016-12-31$2,994,098
Value of interest in common/collective trusts at beginning of year2016-12-31$2,714,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,200,626
Net investment gain or loss from common/collective trusts2016-12-31$42,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,237,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,239,289
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN AVERETT, LLC
Accountancy firm EIN2016-12-31454084437
2015 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,929,134
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,520,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,455,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,968,562
Value of total assets at end of year2015-12-31$25,366,190
Value of total assets at beginning of year2015-12-31$24,957,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$65,061
Total interest from all sources2015-12-31$50,495
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,199,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,199,632
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,675,372
Participant contributions at end of year2015-12-31$1,150,442
Participant contributions at beginning of year2015-12-31$1,187,567
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$172,619
Administrative expenses (other) incurred2015-12-31$65,061
Total non interest bearing cash at end of year2015-12-31$84,879
Total non interest bearing cash at beginning of year2015-12-31$10,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$408,466
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,366,190
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,957,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,416,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,199,108
Interest on participant loans2015-12-31$50,495
Value of interest in common/collective trusts at end of year2015-12-31$2,714,605
Value of interest in common/collective trusts at beginning of year2015-12-31$2,560,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,309,832
Net investment gain or loss from common/collective trusts2015-12-31$20,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,120,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,455,607
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARREN AVERETT, LLC
Accountancy firm EIN2015-12-31454084437
2014 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,000
Total income from all sources (including contributions)2014-12-31$4,290,315
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,683,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,483,155
Expenses. Certain deemed distributions of participant loans2014-12-31$147,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,885,308
Value of total assets at end of year2014-12-31$24,957,724
Value of total assets at beginning of year2014-12-31$24,351,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,693
Total interest from all sources2014-12-31$43,581
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,145,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,145,761
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,592,168
Participant contributions at end of year2014-12-31$1,187,567
Participant contributions at beginning of year2014-12-31$968,780
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$243,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,000
Administrative expenses (other) incurred2014-12-31$52,693
Total non interest bearing cash at end of year2014-12-31$10,866
Total non interest bearing cash at beginning of year2014-12-31$15,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$606,751
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,957,724
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,350,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,199,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,531,364
Interest on participant loans2014-12-31$43,581
Value of interest in common/collective trusts at end of year2014-12-31$2,560,183
Value of interest in common/collective trusts at beginning of year2014-12-31$2,836,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$203,240
Net investment gain or loss from common/collective trusts2014-12-31$12,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,049,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,483,155
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HUTTO & CARVER, P.A
Accountancy firm EIN2014-12-31593262654
2013 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,774,469
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,006,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,816,452
Expenses. Certain deemed distributions of participant loans2013-12-31$158,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,722,398
Value of total assets at end of year2013-12-31$24,351,973
Value of total assets at beginning of year2013-12-31$21,582,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,138
Total interest from all sources2013-12-31$40,141
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,000,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,000,785
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,572,211
Participant contributions at end of year2013-12-31$968,780
Participant contributions at beginning of year2013-12-31$1,084,695
Participant contributions at beginning of year2013-12-31$195
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$137,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,000
Administrative expenses (other) incurred2013-12-31$31,138
Total non interest bearing cash at end of year2013-12-31$15,364
Total non interest bearing cash at beginning of year2013-12-31$2,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,768,033
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,350,973
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,582,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,531,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,560,825
Interest on participant loans2013-12-31$40,141
Value of interest in common/collective trusts at end of year2013-12-31$2,836,465
Value of interest in common/collective trusts at beginning of year2013-12-31$2,934,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,997,860
Net investment gain or loss from common/collective trusts2013-12-31$13,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,013,124
Employer contributions (assets) at beginning of year2013-12-31$193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,816,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HUTTO & CARVER, P.A.
Accountancy firm EIN2013-12-31593262654
2012 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,880,416
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,450,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,390,995
Value of total corrective distributions2012-12-31$19,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,590,014
Value of total assets at end of year2012-12-31$21,582,940
Value of total assets at beginning of year2012-12-31$18,153,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,026
Total interest from all sources2012-12-31$48,046
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$540,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$540,028
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,466,154
Participant contributions at end of year2012-12-31$1,084,695
Participant contributions at beginning of year2012-12-31$1,165,027
Participant contributions at end of year2012-12-31$195
Participant contributions at beginning of year2012-12-31$73
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$147,606
Administrative expenses (other) incurred2012-12-31$40,026
Total non interest bearing cash at end of year2012-12-31$2,133
Total non interest bearing cash at beginning of year2012-12-31$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,429,907
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,582,940
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,153,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,560,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,342,644
Interest on participant loans2012-12-31$48,046
Value of interest in common/collective trusts at end of year2012-12-31$2,934,899
Value of interest in common/collective trusts at beginning of year2012-12-31$2,645,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,689,012
Net investment gain or loss from common/collective trusts2012-12-31$13,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$976,254
Employer contributions (assets) at end of year2012-12-31$193
Employer contributions (assets) at beginning of year2012-12-31$73
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,390,995
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HUTTO & CARVER, P.A.
Accountancy firm EIN2012-12-31593262654
2011 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$2,887,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,933,296
Total loss/gain on sale of assets2011-12-31$183,222
Total of all expenses incurred2011-12-31$1,120,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,072,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,444,456
Value of total assets at end of year2011-12-31$18,153,033
Value of total assets at beginning of year2011-12-31$13,452,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,287
Total interest from all sources2011-12-31$36,059
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$473,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$473,315
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,396,195
Participant contributions at end of year2011-12-31$1,165,027
Participant contributions at beginning of year2011-12-31$570,947
Participant contributions at end of year2011-12-31$73
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,075,179
Administrative expenses (other) incurred2011-12-31$48,287
Total non interest bearing cash at end of year2011-12-31$72
Total non interest bearing cash at beginning of year2011-12-31$31,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,812,859
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,153,033
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,452,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,342,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,988,503
Interest on participant loans2011-12-31$36,059
Value of interest in common/collective trusts at end of year2011-12-31$2,645,144
Value of interest in common/collective trusts at beginning of year2011-12-31$1,861,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,210,482
Net investment gain or loss from common/collective trusts2011-12-31$6,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$973,082
Employer contributions (assets) at end of year2011-12-31$73
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,072,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,802,395
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,619,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HUTTO & CARVER, P.A.
Accountancy firm EIN2011-12-31593262654
2010 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,706,578
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$505,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$471,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,425,921
Value of total assets at end of year2010-12-31$13,452,334
Value of total assets at beginning of year2010-12-31$10,251,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,912
Total interest from all sources2010-12-31$21,862
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$217,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$217,714
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,352,709
Participant contributions at end of year2010-12-31$570,947
Participant contributions at beginning of year2010-12-31$309,749
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$159,030
Administrative expenses (other) incurred2010-12-31$33,912
Total non interest bearing cash at end of year2010-12-31$31,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,201,024
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,452,334
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,251,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,988,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,314,548
Interest on participant loans2010-12-31$21,862
Value of interest in common/collective trusts at end of year2010-12-31$1,861,051
Value of interest in common/collective trusts at beginning of year2010-12-31$1,623,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,029,626
Net investment gain or loss from common/collective trusts2010-12-31$11,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$914,182
Employer contributions (assets) at beginning of year2010-12-31$3,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$471,642
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HUTTO & CARVER, P.A.
Accountancy firm EIN2010-12-31593262654
2009 : SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN

2022: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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