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CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 401k Plan overview

Plan NameCREDIT UNION 1 PROFIT SHARING/401 (K) PLAN
Plan identification number 002

CREDIT UNION 1 PROFIT SHARING/401 (K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.

401k Sponsoring company profile

CREDIT UNION 1 has sponsored the creation of one or more 401k plans.

Company Name:CREDIT UNION 1
Employer identification number (EIN):920021481
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK BURGESS2024-10-10
0022022-01-01MARK BURGESS2023-09-18
0022021-01-01MARK BURGESS2022-10-10
0022020-01-01JAMES WILEMAN2021-09-07
0022019-01-01JAMES WILEMAN2020-08-25
0022018-01-01JAMES WILEMAN2019-08-19 JAMES WILEMAN2019-08-19
0022017-01-01
0022016-01-01PAUL YANG
0022015-01-01JAMES WILEMAN
0022014-01-01TOM NEWINS
0022013-01-01TOM NEWINS
0022012-01-01LESLIE ELLIS
0022011-01-01LESLIE ELLIS
0022010-01-01LESLIE ELLIS
0022009-01-01LESLIE ELLIS LESLIS ELLIS2010-07-27
0022009-01-01LESLIE ELLIS LESLIS ELLIS2010-07-27
0022009-01-01LESLIE ELLIS
0022009-01-01LESLIE ELLIS LESLIS ELLIS2010-07-27
0022008-01-01

Plan Statistics for CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

401k plan membership statisitcs for CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

Measure Date Value
2023: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01455
Total number of active participants reported on line 7a of the Form 55002023-01-01361
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01104
Total of all active and inactive participants2023-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01466
Number of participants with account balances2023-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0120
2022: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01340
Total number of active participants reported on line 7a of the Form 55002022-01-01272
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01352
Number of participants with account balances2022-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01355
Total number of active participants reported on line 7a of the Form 55002021-01-01245
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01327
Number of participants with account balances2021-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01370
Total number of active participants reported on line 7a of the Form 55002020-01-01274
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01346
Number of participants with account balances2020-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01355
Total number of active participants reported on line 7a of the Form 55002019-01-01293
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0163
Total of all active and inactive participants2019-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01356
Number of participants with account balances2019-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01353
Total number of active participants reported on line 7a of the Form 55002018-01-01284
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01340
Number of participants with account balances2018-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01368
Total number of active participants reported on line 7a of the Form 55002017-01-01296
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01345
Number of participants with account balances2017-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0135
2016: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01338
Total number of active participants reported on line 7a of the Form 55002016-01-01300
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01353
Number of participants with account balances2016-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01363
Total number of active participants reported on line 7a of the Form 55002015-01-01267
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01325
Number of participants with account balances2015-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01339
Total number of active participants reported on line 7a of the Form 55002014-01-01247
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0199
Total of all active and inactive participants2014-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01346
Number of participants with account balances2014-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01306
Total number of active participants reported on line 7a of the Form 55002013-01-01230
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0195
Total of all active and inactive participants2013-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01325
Number of participants with account balances2013-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01292
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0177
Total of all active and inactive participants2012-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01294
Number of participants with account balances2012-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01261
Total number of active participants reported on line 7a of the Form 55002011-01-01207
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01283
Number of participants with account balances2011-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01230
Total number of active participants reported on line 7a of the Form 55002010-01-01184
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0159
Total of all active and inactive participants2010-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01243
Number of participants with account balances2010-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01215
Total number of active participants reported on line 7a of the Form 55002009-01-01180
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01230
Number of participants with account balances2009-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

Measure Date Value
2023 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,939,663
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,017,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,999,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,219,949
Value of total assets at end of year2023-12-31$33,246,808
Value of total assets at beginning of year2023-12-31$27,324,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,861
Total interest from all sources2023-12-31$94,539
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$836,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$836,713
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,524,362
Participant contributions at end of year2023-12-31$688,091
Participant contributions at beginning of year2023-12-31$653,627
Participant contributions at end of year2023-12-31$61,139
Participant contributions at beginning of year2023-12-31$39,424
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$342,390
Total non interest bearing cash at end of year2023-12-31$26,390
Total non interest bearing cash at beginning of year2023-12-31$1,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,922,306
Value of net assets at end of year (total assets less liabilities)2023-12-31$33,246,808
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$27,324,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$29,117,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$23,641,447
Interest on participant loans2023-12-31$32,227
Interest earned on other investments2023-12-31$62,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,632,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,117,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,788,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,353,197
Employer contributions (assets) at end of year2023-12-31$720,928
Employer contributions (assets) at beginning of year2023-12-31$870,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,999,496
Contract administrator fees2023-12-31$17,861
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS
Accountancy firm EIN2023-12-31910189318
2022 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$0
Total income from all sources (including contributions)2022-12-31$-1,843,710
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,322,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,298,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,001,060
Value of total assets at end of year2022-12-31$27,324,502
Value of total assets at beginning of year2022-12-31$31,490,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,221
Total interest from all sources2022-12-31$71,230
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,018,699
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$1,018,699
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$1,134,940
Participant contributions at end of year2022-12-31$653,627
Participant contributions at beginning of year2022-12-31$786,450
Participant contributions at end of year2022-12-31$39,424
Participant contributions at beginning of year2022-12-31$36,413
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$51,720
Total non interest bearing cash at end of year2022-12-31$1,268
Total non interest bearing cash at beginning of year2022-12-31$18,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,165,953
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,324,502
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,490,455
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$23,641,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,613,286
Interest on participant loans2022-12-31$26,280
Interest earned on other investments2022-12-31$44,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,117,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,019,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,934,699
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$1,814,400
Employer contributions (assets) at end of year2022-12-31$870,809
Employer contributions (assets) at beginning of year2022-12-31$16,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,298,022
Contract administrator fees2022-12-31$24,221
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 name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$5,403,673
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,307,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,254,566
Value of total corrective distributions2021-12-31$1,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,651,496
Value of total assets at end of year2021-12-31$31,490,455
Value of total assets at beginning of year2021-12-31$28,394,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,111
Total interest from all sources2021-12-31$71,642
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$977,097
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$977,097
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,143,265
Participant contributions at end of year2021-12-31$786,450
Participant contributions at beginning of year2021-12-31$778,345
Participant contributions at end of year2021-12-31$36,413
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,387
Total non interest bearing cash at end of year2021-12-31$18,192
Total non interest bearing cash at beginning of year2021-12-31$78,713
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$3,096,444
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,490,455
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,394,011
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$28,613,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,009,577
Interest on participant loans2021-12-31$27,986
Interest earned on other investments2021-12-31$43,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,019,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,989,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,703,438
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$466,844
Employer contributions (assets) at end of year2021-12-31$16,351
Employer contributions (assets) at beginning of year2021-12-31$537,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,254,566
Contract administrator fees2021-12-31$51,111
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 name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$6,246,153
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,006,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,980,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,373,813
Value of total assets at end of year2020-12-31$28,394,011
Value of total assets at beginning of year2020-12-31$24,154,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,941
Total interest from all sources2020-12-31$74,043
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$668,560
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$668,560
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,290,491
Participant contributions at end of year2020-12-31$778,345
Participant contributions at beginning of year2020-12-31$631,668
Participant contributions at beginning of year2020-12-31$41,162
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,736
Total non interest bearing cash at end of year2020-12-31$78,713
Total non interest bearing cash at beginning of year2020-12-31$147
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$4,239,782
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,394,011
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,154,229
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$25,009,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,487,117
Interest on participant loans2020-12-31$33,559
Interest earned on other investments2020-12-31$40,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,989,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,431,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,129,737
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$1,079,586
Employer contributions (assets) at end of year2020-12-31$537,731
Employer contributions (assets) at beginning of year2020-12-31$562,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,980,430
Contract administrator fees2020-12-31$25,941
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$6,477,838
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,117,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,113,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,274,660
Value of total assets at end of year2019-12-31$24,154,229
Value of total assets at beginning of year2019-12-31$19,793,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,542
Total interest from all sources2019-12-31$59,664
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$508,456
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$508,456
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,183,071
Participant contributions at end of year2019-12-31$631,668
Participant contributions at beginning of year2019-12-31$307,155
Participant contributions at end of year2019-12-31$41,162
Participant contributions at beginning of year2019-12-31$658
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,754
Total non interest bearing cash at end of year2019-12-31$147
Total non interest bearing cash at beginning of year2019-12-31$61,713
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$4,360,755
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,154,229
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,793,474
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$21,487,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,613,561
Interest on participant loans2019-12-31$24,153
Interest earned on other investments2019-12-31$35,511
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,431,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,298,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,635,058
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$1,055,835
Employer contributions (assets) at end of year2019-12-31$562,815
Employer contributions (assets) at beginning of year2019-12-31$511,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,113,541
Contract administrator fees2019-12-31$3,542
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$961,085
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,227,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,223,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,065,941
Value of total assets at end of year2018-12-31$19,793,474
Value of total assets at beginning of year2018-12-31$21,059,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,336
Total interest from all sources2018-12-31$2,978
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$570,597
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$570,597
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,079,815
Participant contributions at end of year2018-12-31$307,155
Participant contributions at end of year2018-12-31$658
Participant contributions at beginning of year2018-12-31$39,202
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,800
Total non interest bearing cash at end of year2018-12-31$61,713
Total non interest bearing cash at beginning of year2018-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,265,919
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,793,474
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,059,393
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$17,613,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,376,206
Interest on participant loans2018-12-31$2,533
Interest earned on other investments2018-12-31$445
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$1,185,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,298,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,702,296
Net investment gain or loss from common/collective trusts2018-12-31$23,865
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$984,326
Employer contributions (assets) at end of year2018-12-31$511,620
Employer contributions (assets) at beginning of year2018-12-31$458,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,223,668
Contract administrator fees2018-12-31$3,336
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$5,224,418
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,020,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,017,164
Value of total corrective distributions2017-12-31$226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,963,792
Value of total assets at end of year2017-12-31$21,059,393
Value of total assets at beginning of year2017-12-31$17,855,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,444
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$470,438
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$470,438
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,053,016
Participant contributions at end of year2017-12-31$39,202
Participant contributions at beginning of year2017-12-31$37,165
Total non interest bearing cash at end of year2017-12-31$2
Total non interest bearing cash at beginning of year2017-12-31$2
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$3,203,584
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,059,393
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,855,809
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$19,376,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,091,857
Value of interest in common/collective trusts at end of year2017-12-31$1,185,720
Value of interest in common/collective trusts at beginning of year2017-12-31$1,191,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,770,500
Net investment gain or loss from common/collective trusts2017-12-31$19,688
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$910,776
Employer contributions (assets) at end of year2017-12-31$458,263
Employer contributions (assets) at beginning of year2017-12-31$534,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,017,164
Contract administrator fees2017-12-31$3,444
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$3,800
Total income from all sources (including contributions)2016-12-31$3,283,795
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$758,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$755,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,010,218
Value of total assets at end of year2016-12-31$17,855,809
Value of total assets at beginning of year2016-12-31$15,334,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,316
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$391,385
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$391,385
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,038,347
Participant contributions at end of year2016-12-31$37,165
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,803
Total non interest bearing cash at end of year2016-12-31$2
Total non interest bearing cash at beginning of year2016-12-31$73,087
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$2,525,459
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,855,809
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,330,350
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
Investment advisory and management fees2016-12-31$3,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,091,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,787,458
Value of interest in common/collective trusts at end of year2016-12-31$1,191,938
Value of interest in common/collective trusts at beginning of year2016-12-31$1,006,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$865,308
Net investment gain or loss from common/collective trusts2016-12-31$16,884
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$970,068
Employer contributions (assets) at end of year2016-12-31$534,847
Employer contributions (assets) at beginning of year2016-12-31$466,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$755,020
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,800
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$3,800
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$1,745,509
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,190,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,186,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,855,543
Value of total assets at end of year2015-12-31$15,334,150
Value of total assets at beginning of year2015-12-31$14,775,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,229
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$519,072
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$519,072
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$958,876
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,037
Total non interest bearing cash at end of year2015-12-31$73,087
Total non interest bearing cash at beginning of year2015-12-31$42,045
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$554,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,330,350
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,775,641
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$13,787,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,465,842
Value of interest in common/collective trusts at end of year2015-12-31$1,006,712
Value of interest in common/collective trusts at beginning of year2015-12-31$851,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-644,039
Net investment gain or loss from common/collective trusts2015-12-31$14,933
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$895,630
Employer contributions (assets) at end of year2015-12-31$466,893
Employer contributions (assets) at beginning of year2015-12-31$416,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,186,571
Contract administrator fees2015-12-31$4,229
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,800
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 name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746749
2014 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$0
Total income from all sources (including contributions)2014-12-31$2,669,930
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,020,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,016,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,740,420
Value of total assets at end of year2014-12-31$14,775,641
Value of total assets at beginning of year2014-12-31$14,126,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,651
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$514,737
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$514,737
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$899,251
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,316
Total non interest bearing cash at end of year2014-12-31$42,045
Total non interest bearing cash at beginning of year2014-12-31$33,935
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$649,518
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,775,641
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,126,123
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$13,465,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,945,515
Value of interest in common/collective trusts at end of year2014-12-31$851,694
Value of interest in common/collective trusts at beginning of year2014-12-31$771,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$401,851
Net investment gain or loss from common/collective trusts2014-12-31$12,922
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$823,853
Employer contributions (assets) at end of year2014-12-31$416,060
Employer contributions (assets) at beginning of year2014-12-31$375,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,016,761
Contract administrator fees2014-12-31$3,651
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 name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$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$3,724,379
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$668,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$668,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,475,560
Value of total assets at end of year2013-12-31$14,126,123
Value of total assets at beginning of year2013-12-31$11,070,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$718
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$763,099
Total non interest bearing cash at end of year2013-12-31$33,935
Total non interest bearing cash at beginning of year2013-12-31$32,343
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$3,055,550
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,126,123
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,070,573
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$12,945,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,002,497
Value of interest in common/collective trusts at end of year2013-12-31$771,365
Value of interest in common/collective trusts at beginning of year2013-12-31$703,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,234,881
Net investment gain or loss from common/collective trusts2013-12-31$13,938
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$712,461
Employer contributions (assets) at end of year2013-12-31$375,308
Employer contributions (assets) at beginning of year2013-12-31$332,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$668,111
Contract administrator fees2013-12-31$718
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$6,018
Total income from all sources (including contributions)2012-12-31$2,577,196
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,092,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,092,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,354,289
Value of total assets at end of year2012-12-31$11,070,573
Value of total assets at beginning of year2012-12-31$9,592,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$470
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$701,913
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,018
Total non interest bearing cash at end of year2012-12-31$32,343
Total non interest bearing cash at beginning of year2012-12-31$26,969
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$1,484,332
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,070,573
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,586,241
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$10,002,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,330,774
Value of interest in common/collective trusts at end of year2012-12-31$703,672
Value of interest in common/collective trusts at beginning of year2012-12-31$754,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,207,516
Net investment gain or loss from common/collective trusts2012-12-31$15,391
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$650,443
Employer contributions (assets) at end of year2012-12-31$332,061
Employer contributions (assets) at beginning of year2012-12-31$480,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,092,394
Contract administrator fees2012-12-31$470
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,089
Total income from all sources (including contributions)2011-12-31$1,211,670
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$475,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$468,935
Value of total corrective distributions2011-12-31$6,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,346,799
Value of total assets at end of year2011-12-31$9,592,259
Value of total assets at beginning of year2011-12-31$8,882,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$390
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$619,664
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$63,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$32,089
Total non interest bearing cash at end of year2011-12-31$26,969
Total non interest bearing cash at beginning of year2011-12-31$18,785
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$736,327
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,586,241
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,849,914
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$8,330,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,602,712
Value of interest in common/collective trusts at end of year2011-12-31$754,488
Value of interest in common/collective trusts at beginning of year2011-12-31$852,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-186,162
Net investment gain or loss from common/collective trusts2011-12-31$51,033
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$663,293
Employer contributions (assets) at end of year2011-12-31$480,028
Employer contributions (assets) at beginning of year2011-12-31$407,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$468,935
Contract administrator fees2011-12-31$390
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
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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$32,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,314
Total income from all sources (including contributions)2010-12-31$2,037,566
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$741,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$708,934
Value of total corrective distributions2010-12-31$32,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,088,471
Value of total assets at end of year2010-12-31$8,882,003
Value of total assets at beginning of year2010-12-31$7,556,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$300
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$490,709
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$32,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,314
Total non interest bearing cash at end of year2010-12-31$18,785
Total non interest bearing cash at beginning of year2010-12-31$17,965
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$1,296,243
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,849,914
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,553,671
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$7,602,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,399,409
Value of interest in common/collective trusts at end of year2010-12-31$852,841
Value of interest in common/collective trusts at beginning of year2010-12-31$763,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$949,095
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$558,541
Employer contributions (assets) at end of year2010-12-31$407,665
Employer contributions (assets) at beginning of year2010-12-31$375,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$708,934
Contract administrator fees2010-12-31$300
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : CREDIT UNION 1 PROFIT SHARING/401 (K) 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 CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

2023: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CREDIT UNION 1 PROFIT SHARING/401 (K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CREDIT UNION 1 PROFIT SHARING/401 (K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CREDIT UNION 1 PROFIT SHARING/401 (K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CREDIT UNION 1 PROFIT SHARING/401 (K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CREDIT UNION 1 PROFIT SHARING/401 (K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CREDIT UNION 1 PROFIT SHARING/401 (K) 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: CREDIT UNION 1 PROFIT SHARING/401 (K) 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: CREDIT UNION 1 PROFIT SHARING/401 (K) 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: CREDIT UNION 1 PROFIT SHARING/401 (K) 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: CREDIT UNION 1 PROFIT SHARING/401 (K) 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: CREDIT UNION 1 PROFIT SHARING/401 (K) 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: CREDIT UNION 1 PROFIT SHARING/401 (K) 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
2010: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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
2008: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807235
Policy instance 1
Insurance contract or identification number807235
Number of Individuals Covered466
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807235
Policy instance 1
Insurance contract or identification number807235
Number of Individuals Covered352
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807235
Policy instance 1
Insurance contract or identification number807235
Number of Individuals Covered327
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807235
Policy instance 1
Insurance contract or identification number807235
Number of Individuals Covered346
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807235
Policy instance 1
Insurance contract or identification number807235
Number of Individuals Covered356
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807235
Policy instance 1
Insurance contract or identification number807235
Number of Individuals Covered340
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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