401k Plan data: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN plan

ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan Name	ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN
Plan identification number	002

ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

ALTA ONE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: ALTA ONE FEDERAL CREDIT UNION

Employer identification number (EIN): 951658623

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LAUREN KELTON
002 2016-01-01 LAUREN KELTON
002 2015-01-01 DEB GODFREY
002 2014-01-01 DEB GODFREY
002 2013-01-01 DEB GODFREY
002 2012-01-01 CHEREE THOMAS CHEREE THOMAS 2013-10-07
002 2011-01-01 DEB GODFREY
002 2009-01-01 DEB GODFREY

Plan Statistics for ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2022: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 189
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 252
Number of participants with account balances 2022-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 22
2021: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 163
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 224
Number of participants with account balances 2021-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 147
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 69
Total of all active and inactive participants 2020-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 216
Number of participants with account balances 2020-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 33
2019: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 165
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 234
Number of participants with account balances 2019-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 43
2018: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 180
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 57
Total of all active and inactive participants 2018-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 238
Number of participants with account balances 2018-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 37
2017: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 256
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 79
Total of all active and inactive participants 2017-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 79
Number of participants with account balances 2017-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 49
2016: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 210
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 256
Number of participants with account balances 2016-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 39
2015: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 190
Number of other retired or separated participants entitled to future benefits 2015-01-01 54
Total of all active and inactive participants 2015-01-01 244
Total participants 2015-01-01 244
Number of participants with account balances 2015-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 19
2014: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 192
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 80
Total of all active and inactive participants 2014-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 272
Number of participants with account balances 2014-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 181
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 60
Total of all active and inactive participants 2013-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 245
Number of participants with account balances 2013-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 23
2012: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 157
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 48
Total of all active and inactive participants 2012-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 208
Number of participants with account balances 2012-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 27
2011: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 153
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 39
Total of all active and inactive participants 2011-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 194
Number of participants with account balances 2011-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 18
2009: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 175
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 206
Number of participants with account balances 2009-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 41

Measure	Date	Value
2022: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	189
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	252
Number of participants with account balances	2022-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	22
2021: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	163
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	224
Number of participants with account balances	2021-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	147
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	69
Total of all active and inactive participants	2020-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	216
Number of participants with account balances	2020-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	33
2019: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	165
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	234
Number of participants with account balances	2019-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	43
2018: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	180
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	57
Total of all active and inactive participants	2018-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	238
Number of participants with account balances	2018-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	37
2017: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	256
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	79
Total of all active and inactive participants	2017-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	79
Number of participants with account balances	2017-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	49
2016: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	210
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	256
Number of participants with account balances	2016-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	39
2015: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	190
Number of other retired or separated participants entitled to future benefits	2015-01-01	54
Total of all active and inactive participants	2015-01-01	244
Total participants	2015-01-01	244
Number of participants with account balances	2015-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	19
2014: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	192
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	80
Total of all active and inactive participants	2014-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	272
Number of participants with account balances	2014-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	181
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	60
Total of all active and inactive participants	2013-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	245
Number of participants with account balances	2013-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	23
2012: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	157
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	48
Total of all active and inactive participants	2012-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	208
Number of participants with account balances	2012-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	27
2011: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	153
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	39
Total of all active and inactive participants	2011-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	194
Number of participants with account balances	2011-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	18
2009: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	175
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	206
Number of participants with account balances	2009-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	41

Financial Data on ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN

Measure	Date	Value
2022 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-838,298
Total of all expenses incurred	2022-12-31	$1,378,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,351,968
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-46
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$751,190
Value of total assets at end of year	2022-12-31	$8,619,737
Value of total assets at beginning of year	2022-12-31	$10,836,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,009
Total interest from all sources	2022-12-31	$28,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$568,293
Participant contributions at end of year	2022-12-31	$195,246
Participant contributions at beginning of year	2022-12-31	$210,673
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$57,063
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$537
Administrative expenses (other) incurred	2022-12-31	$3,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,217,229
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,619,737
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,836,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$23,075
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,377,847
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,941,839
Interest on participant loans	2022-12-31	$9,285
Interest earned on other investments	2022-12-31	$19,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,046,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,683,917
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,617,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$125,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,351,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TURNER, WARREN, HWANG & CONRAD
Accountancy firm EIN	2022-12-31	954083485
2021 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,009,857
Total of all expenses incurred	2021-12-31	$651,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$622,403
Expenses. Certain deemed distributions of participant loans	2021-12-31	$46
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$754,721
Value of total assets at end of year	2021-12-31	$10,836,966
Value of total assets at beginning of year	2021-12-31	$9,478,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,924
Total interest from all sources	2021-12-31	$33,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$461,670
Participant contributions at end of year	2021-12-31	$210,673
Participant contributions at beginning of year	2021-12-31	$197,177
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$261
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$252
Administrative expenses (other) incurred	2021-12-31	$4,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,358,484
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,836,966
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,478,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$24,389
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,941,839
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,325,786
Interest on participant loans	2021-12-31	$10,391
Interest earned on other investments	2021-12-31	$23,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,683,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$955,267
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,221,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$292,790
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$622,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,011,165
Total of all expenses incurred	2020-12-31	$756,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$730,038
Value of total corrective distributions	2020-12-31	$1,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$796,159
Value of total assets at end of year	2020-12-31	$9,478,482
Value of total assets at beginning of year	2020-12-31	$8,223,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,760
Total interest from all sources	2020-12-31	$24,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$492,568
Participant contributions at end of year	2020-12-31	$197,177
Participant contributions at beginning of year	2020-12-31	$210,772
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$16,658
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$544
Administrative expenses (other) incurred	2020-12-31	$5,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,254,849
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,478,482
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,223,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$19,266
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,325,786
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,172,356
Interest on participant loans	2020-12-31	$12,621
Interest earned on other investments	2020-12-31	$12,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$955,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$811,833
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,190,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$303,591
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$11,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$730,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,189,990
Total income from all sources (including contributions)	2019-12-31	$2,189,990
Total of all expenses incurred	2019-12-31	$774,332
Total of all expenses incurred	2019-12-31	$774,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$746,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$746,832
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,362
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$846,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$846,079
Value of total assets at end of year	2019-12-31	$8,223,633
Value of total assets at end of year	2019-12-31	$8,223,633
Value of total assets at beginning of year	2019-12-31	$6,807,975
Value of total assets at beginning of year	2019-12-31	$6,807,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,138
Total interest from all sources	2019-12-31	$22,747
Total interest from all sources	2019-12-31	$22,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$481,624
Contributions received from participants	2019-12-31	$481,624
Participant contributions at end of year	2019-12-31	$210,772
Participant contributions at end of year	2019-12-31	$210,772
Participant contributions at beginning of year	2019-12-31	$210,520
Participant contributions at beginning of year	2019-12-31	$210,520
Participant contributions at end of year	2019-12-31	$16,658
Participant contributions at end of year	2019-12-31	$16,658
Participant contributions at beginning of year	2019-12-31	$17,867
Participant contributions at beginning of year	2019-12-31	$17,867
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$48,689
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$48,689
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$544
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,495
Administrative expenses (other) incurred	2019-12-31	$7,060
Administrative expenses (other) incurred	2019-12-31	$7,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,415,658
Value of net income/loss	2019-12-31	$1,415,658
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,223,633
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,223,633
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,807,975
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,807,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$18,078
Investment advisory and management fees	2019-12-31	$18,078
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,172,356
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,172,356
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,414,148
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,414,148
Interest on participant loans	2019-12-31	$7,951
Interest on participant loans	2019-12-31	$7,951
Interest earned on other investments	2019-12-31	$14,796
Interest earned on other investments	2019-12-31	$14,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$811,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$811,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,152,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,152,004
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,321,164
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,321,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$315,766
Contributions received in cash from employer	2019-12-31	$315,766
Employer contributions (assets) at end of year	2019-12-31	$11,470
Employer contributions (assets) at end of year	2019-12-31	$11,470
Employer contributions (assets) at beginning of year	2019-12-31	$11,941
Employer contributions (assets) at beginning of year	2019-12-31	$11,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$746,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$746,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTON, LARSON, ALLEN LLP
Accountancy firm name	2019-12-31	CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$481,741
Total of all expenses incurred	2018-12-31	$1,502,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,473,845
Value of total corrective distributions	2018-12-31	$2,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$797,934
Value of total assets at end of year	2018-12-31	$6,807,975
Value of total assets at beginning of year	2018-12-31	$7,828,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$26,439
Total interest from all sources	2018-12-31	$27,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$479,923
Participant contributions at end of year	2018-12-31	$210,520
Participant contributions at beginning of year	2018-12-31	$273,658
Participant contributions at end of year	2018-12-31	$17,867
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,906
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$8,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,020,812
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,807,975
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,828,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$18,337
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,414,148
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,377,108
Interest on participant loans	2018-12-31	$13,420
Interest earned on other investments	2018-12-31	$14,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,152,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,178,021
Net investment gain/loss from pooled separate accounts	2018-12-31	$-343,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$309,105
Employer contributions (assets) at end of year	2018-12-31	$11,941
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,473,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,824,220
Total of all expenses incurred	2017-12-31	$656,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$536,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$897,636
Value of total assets at end of year	2017-12-31	$7,828,787
Value of total assets at beginning of year	2017-12-31	$6,660,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$119,850
Total interest from all sources	2017-12-31	$29,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$548,372
Participant contributions at end of year	2017-12-31	$273,658
Participant contributions at beginning of year	2017-12-31	$276,106
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,677
Administrative expenses (other) incurred	2017-12-31	$111,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,168,020
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,828,787
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,660,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$8,227
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,377,108
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,930,411
Interest on participant loans	2017-12-31	$11,676
Interest earned on other investments	2017-12-31	$18,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,178,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,454,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$-17,688
Net investment gain/loss from pooled separate accounts	2017-12-31	$914,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$327,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$536,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,333,818
Total of all expenses incurred	2016-12-31	$277,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$243,366
Value of total corrective distributions	2016-12-31	$10,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$936,990
Value of total assets at end of year	2016-12-31	$6,660,767
Value of total assets at beginning of year	2016-12-31	$5,603,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,871
Total interest from all sources	2016-12-31	$30,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$526,461
Participant contributions at end of year	2016-12-31	$276,106
Participant contributions at beginning of year	2016-12-31	$289,954
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$57,493
Administrative expenses (other) incurred	2016-12-31	$17,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,056,804
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,660,767
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,603,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,107
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,930,411
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,008,765
Interest on participant loans	2016-12-31	$12,653
Interest earned on other investments	2016-12-31	$17,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,454,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,305,244
Net investment gain/loss from pooled separate accounts	2016-12-31	$366,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$353,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$243,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$693,028
Total of all expenses incurred	2015-12-31	$981,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$949,134
Value of total corrective distributions	2015-12-31	$9,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$742,612
Value of total assets at end of year	2015-12-31	$5,603,963
Value of total assets at beginning of year	2015-12-31	$5,892,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,975
Total interest from all sources	2015-12-31	$11,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$456,739
Participant contributions at end of year	2015-12-31	$289,954
Participant contributions at beginning of year	2015-12-31	$282,887
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$13,981
Other income not declared elsewhere	2015-12-31	$31,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-288,797
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,603,963
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,892,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$10,925
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,008,765
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,323,299
Interest on participant loans	2015-12-31	$11,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,305,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,286,574
Net investment gain/loss from pooled separate accounts	2015-12-31	$-93,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$271,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$949,134
Contract administrator fees	2015-12-31	$12,050
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TURNER, WARREN, HWANG AND CONRAD
Accountancy firm EIN	2015-12-31	954083485
2014 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,047,378
Total of all expenses incurred	2014-12-31	$382,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$360,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$769,743
Value of total assets at end of year	2014-12-31	$5,892,760
Value of total assets at beginning of year	2014-12-31	$5,228,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,446
Total interest from all sources	2014-12-31	$11,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$415,453
Participant contributions at end of year	2014-12-31	$282,887
Participant contributions at beginning of year	2014-12-31	$241,029
Participant contributions at beginning of year	2014-12-31	$17,917
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$75,807
Other income not declared elsewhere	2014-12-31	$19,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$664,750
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,892,760
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,228,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,323,299
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,817,902
Income. Interest from loans (other than to participants)	2014-12-31	$11,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,286,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,141,536
Net investment gain/loss from pooled separate accounts	2014-12-31	$246,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$278,483
Employer contributions (assets) at beginning of year	2014-12-31	$9,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$360,182
Contract administrator fees	2014-12-31	$22,446
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TURNER,WARREN,HWANG AND CONRAD
Accountancy firm EIN	2014-12-31	954083485
2013 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,333,309
Total of all expenses incurred	2013-12-31	$723,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$708,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$625,362
Value of total assets at end of year	2013-12-31	$5,228,010
Value of total assets at beginning of year	2013-12-31	$4,617,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,610
Total interest from all sources	2013-12-31	$8,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$389,189
Participant contributions at end of year	2013-12-31	$241,029
Participant contributions at beginning of year	2013-12-31	$214,865
Participant contributions at end of year	2013-12-31	$17,917
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,442
Other income not declared elsewhere	2013-12-31	$21,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$610,148
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,228,010
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,617,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,817,902
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,140,827
Interest on participant loans	2013-12-31	$8,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,141,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,262,170
Net investment gain/loss from pooled separate accounts	2013-12-31	$677,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$233,731
Employer contributions (assets) at end of year	2013-12-31	$9,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$708,551
Contract administrator fees	2013-12-31	$14,610
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TURNER, WARREN, HWANG AND CONRAD
Accountancy firm EIN	2013-12-31	954083485
2012 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$840,101
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$335,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$321,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$438,615
Value of total assets at end of year	2012-12-31	$4,617,862
Value of total assets at beginning of year	2012-12-31	$4,113,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,162
Total interest from all sources	2012-12-31	$9,373
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$337,189
Participant contributions at end of year	2012-12-31	$214,865
Participant contributions at beginning of year	2012-12-31	$228,358
Other income not declared elsewhere	2012-12-31	$24,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$504,228
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,617,862
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,113,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,140,827
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,663,042
Interest on participant loans	2012-12-31	$9,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,262,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,222,234
Net investment gain/loss from pooled separate accounts	2012-12-31	$367,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$101,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$321,711
Contract administrator fees	2012-12-31	$14,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TURNER, WARREN, HWANG AND CONRAD
Accountancy firm EIN	2012-12-31	954083485
2011 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$345,381
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$354,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$338,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$338,688
Value of total assets at end of year	2011-12-31	$4,113,634
Value of total assets at beginning of year	2011-12-31	$4,122,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,137
Total interest from all sources	2011-12-31	$9,604
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$277,516
Participant contributions at end of year	2011-12-31	$228,358
Participant contributions at beginning of year	2011-12-31	$199,401
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$26,242
Other income not declared elsewhere	2011-12-31	$32,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-8,954
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,113,634
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,122,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,663,042
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,709,319
Interest on participant loans	2011-12-31	$9,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,222,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,213,868
Net investment gain/loss from pooled separate accounts	2011-12-31	$-35,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$34,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$338,198
Contract administrator fees	2011-12-31	$16,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TURNER, WARREN, HWANG & CONRAD
Accountancy firm EIN	2011-12-31	954083485
2010 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$690,824
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$301,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$283,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$302,152
Value of total assets at end of year	2010-12-31	$4,122,588
Value of total assets at beginning of year	2010-12-31	$3,733,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$18,207
Total interest from all sources	2010-12-31	$7,152
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$299,851
Participant contributions at end of year	2010-12-31	$199,401
Participant contributions at beginning of year	2010-12-31	$117,842
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,301
Other income not declared elsewhere	2010-12-31	$34,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$389,181
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,122,588
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,733,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,709,319
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,486,018
Interest on participant loans	2010-12-31	$7,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,213,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,129,547
Net investment gain/loss from pooled separate accounts	2010-12-31	$347,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$283,436
Contract administrator fees	2010-12-31	$18,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TURNER, WARREN, HWANG & CONRAD
Accountancy firm EIN	2010-12-31	954083485
2009 : ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN

2022: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ALTA ONE FEDERAL CREDIT UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Number of Individuals Covered	246
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Number of Individuals Covered	219
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Number of Individuals Covered	213
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Number of Individuals Covered	233
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Number of Individuals Covered	226
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Number of Individuals Covered	246
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Number of Individuals Covered	224
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Number of Individuals Covered	270
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996125

Policy instance

Insurance contract or identification number	996125
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

ALTA ONE RETIREMENT PLAN [EIN = 454198003]

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Company Name:	ALTA ONE FEDERAL CREDIT UNION
Employer identification number (EIN):	951658623
NAIC Classification:	522130
NAIC Description:	Credit Unions