401k Plan data: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN plan

CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN
Plan identification number	033

CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CREDIT UNION OF TEXAS has sponsored the creation of one or more 401k plans.

Company Name: CREDIT UNION OF TEXAS

Employer identification number (EIN): 750225045

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2014-01-01 DELEONARD FINCHER
033 2014-01-01 DELEONARD FINCHER
033 2013-01-01 JOHN-PAUL MORGANTE, SPHR GPHR
033 2012-01-01 JOHN-PAUL MORGANTE, SPHR GPHR
033 2011-01-01 JOHN-PAUL MORGANTE, SPHR GPHR JOHN-PAUL MORGANTE, SPHR GPHR 2012-06-13
033 2009-01-01 JERRY BLAKENEY JERRY BLAKENEY 2010-07-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
033	2014-01-01	DELEONARD FINCHER
033	2014-01-01	DELEONARD FINCHER
033	2013-01-01	JOHN-PAUL MORGANTE, SPHR GPHR
033	2012-01-01	JOHN-PAUL MORGANTE, SPHR GPHR
033	2011-01-01	JOHN-PAUL MORGANTE, SPHR GPHR	JOHN-PAUL MORGANTE, SPHR GPHR	2012-06-13
033	2009-01-01	JERRY BLAKENEY	JERRY BLAKENEY	2010-07-21

Plan Statistics for CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN

Measure Date Value
2014: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 505
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 479
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 364
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 141
Total of all active and inactive participants 2013-01-01 505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 505
Number of participants with account balances 2013-01-01 488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 469
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 325
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 154
Total of all active and inactive participants 2012-01-01 479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 479
Number of participants with account balances 2012-01-01 463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 22
2011: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 445
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 333
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 136
Total of all active and inactive participants 2011-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 469
Number of participants with account balances 2011-01-01 455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 20
2009: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 335
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 110
Total of all active and inactive participants 2009-01-01 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 445
Number of participants with account balances 2009-01-01 445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2014: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	505
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	479
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	364
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	141
Total of all active and inactive participants	2013-01-01	505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	505
Number of participants with account balances	2013-01-01	488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	469
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	325
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	154
Total of all active and inactive participants	2012-01-01	479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	479
Number of participants with account balances	2012-01-01	463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	22
2011: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	445
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	333
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	136
Total of all active and inactive participants	2011-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	469
Number of participants with account balances	2011-01-01	455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	20
2009: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	335
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	110
Total of all active and inactive participants	2009-01-01	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	445
Number of participants with account balances	2009-01-01	445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2014 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-10-31	$0
Total transfer of assets from this plan	2014-10-31	$25,027,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-31	$0
Total income from all sources (including contributions)	2014-10-31	$2,186,999
Total loss/gain on sale of assets	2014-10-31	$0
Total of all expenses incurred	2014-10-31	$1,534,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-10-31	$1,470,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-10-31	$1,295,403
Value of total assets at end of year	2014-10-31	$0
Value of total assets at beginning of year	2014-10-31	$24,374,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-10-31	$64,265
Total interest from all sources	2014-10-31	$73,603
Total dividends received (eg from common stock, registered investment company shares)	2014-10-31	$408,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-10-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-10-31	$408,682
Was this plan covered by a fidelity bond	2014-10-31	Yes
Value of fidelity bond cover	2014-10-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-10-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-10-31	No
Contributions received from participants	2014-10-31	$737,185
Participant contributions at end of year	2014-10-31	$0
Participant contributions at beginning of year	2014-10-31	$469,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Value of net income/loss	2014-10-31	$652,729
Value of net assets at end of year (total assets less liabilities)	2014-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-10-31	$24,374,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-10-31	No
Were any leases to which the plan was party in default or uncollectible	2014-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-10-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-10-31	$15,623,040
Interest on participant loans	2014-10-31	$15,328
Value of interest in common/collective trusts at end of year	2014-10-31	$0
Value of interest in common/collective trusts at beginning of year	2014-10-31	$4,348,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-10-31	$58,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-10-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-10-31	$3,933,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-10-31	$409,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-10-31	No
Was there a failure to transmit to the plan any participant contributions	2014-10-31	No
Has the plan failed to provide any benefit when due under the plan	2014-10-31	No
Contributions received in cash from employer	2014-10-31	$558,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-10-31	$1,470,005
Contract administrator fees	2014-10-31	$64,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-10-31	Yes
Did the plan have assets held for investment	2014-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-10-31	Disclaimer
Accountancy firm name	2014-10-31	MCDONALD AND SIMMONS, P.C.
Accountancy firm EIN	2014-10-31	752268179
2013 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$4,367,983
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,318,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,233,876
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,624,966
Value of total assets at end of year	2013-12-31	$24,374,373
Value of total assets at beginning of year	2013-12-31	$21,324,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$84,468
Total interest from all sources	2013-12-31	$105,074
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$237,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$237,065
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$852,392
Participant contributions at end of year	2013-12-31	$469,549
Participant contributions at beginning of year	2013-12-31	$362,345
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$26,780
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$50,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,049,639
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$24,374,373
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,324,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,623,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,781,220
Interest on participant loans	2013-12-31	$18,040
Interest earned on other investments	2013-12-31	$87,034
Value of interest in common/collective trusts at end of year	2013-12-31	$4,348,631
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,805,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,933,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,325,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,978,513
Net investment gain or loss from common/collective trusts	2013-12-31	$422,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$745,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,233,876
Contract administrator fees	2013-12-31	$84,468
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCDONALD AND SIMMONS, P.C
Accountancy firm EIN	2013-12-31	752268179
2012 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$3,648,491
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,530,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,458,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,589,211
Value of total assets at end of year	2012-12-31	$21,324,734
Value of total assets at beginning of year	2012-12-31	$19,206,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$71,833
Total interest from all sources	2012-12-31	$124,210
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$286,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$286,782
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$776,066
Participant contributions at end of year	2012-12-31	$362,345
Participant contributions at beginning of year	2012-12-31	$470,451
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$73,875
Total non interest bearing cash at end of year	2012-12-31	$50,722
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,118,447
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,324,734
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,206,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,781,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,435,581
Interest on participant loans	2012-12-31	$18,725
Interest earned on other investments	2012-12-31	$105,485
Value of interest in common/collective trusts at end of year	2012-12-31	$3,805,060
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,323,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,325,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,976,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,281,324
Net investment gain or loss from common/collective trusts	2012-12-31	$366,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$739,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,458,211
Contract administrator fees	2012-12-31	$71,833
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ORTH, CHAKLER, MURNANE & CO CPAS
Accountancy firm EIN	2012-12-31	650662923
2011 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$1,512,343
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,018,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,945,919
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,418,762
Value of total assets at end of year	2011-12-31	$19,206,287
Value of total assets at beginning of year	2011-12-31	$19,712,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$72,265
Total interest from all sources	2011-12-31	$129,682
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$269,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$269,132
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$609,555
Participant contributions at end of year	2011-12-31	$470,451
Participant contributions at beginning of year	2011-12-31	$396,228
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$67,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$-505,841
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,206,287
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,712,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,435,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,684,312
Interest on participant loans	2011-12-31	$20,843
Interest earned on other investments	2011-12-31	$108,839
Value of interest in common/collective trusts at end of year	2011-12-31	$3,323,923
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,394,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,976,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,237,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-367,456
Net investment gain or loss from common/collective trusts	2011-12-31	$62,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$741,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,945,919
Contract administrator fees	2011-12-31	$72,265
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ORTH, CHAKLER, MURNANE & CO CPAS
Accountancy firm EIN	2011-12-31	650662923
2010 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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	$3,314,754
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,234,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,161,664
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,355,512
Value of total assets at end of year	2010-12-31	$19,712,128
Value of total assets at beginning of year	2010-12-31	$17,631,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$72,778
Total interest from all sources	2010-12-31	$15,674
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$252,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$252,163
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$607,239
Participant contributions at end of year	2010-12-31	$396,228
Participant contributions at beginning of year	2010-12-31	$236,407
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$16,581
Other income not declared elsewhere	2010-12-31	$108,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,080,312
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,712,128
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,631,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,684,312
Interest on participant loans	2010-12-31	$15,674
Value of interest in common/collective trusts at end of year	2010-12-31	$3,394,221
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$17,395,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,237,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,241,535
Net investment gain or loss from common/collective trusts	2010-12-31	$341,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$731,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,161,664
Contract administrator fees	2010-12-31	$72,778
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ORTH, CHAKLER, MURNANE & CO, CPAS
Accountancy firm EIN	2010-12-31	650662923

Form 5500 Responses for CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN

2014: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CREDIT UNION OF TEXAS
Employer identification number (EIN):	750225045
NAIC Classification:	522130
NAIC Description:	Credit Unions