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SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameSAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

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

Company Name:THINKWISE FEDERAL CREDIT UNION
Employer identification number (EIN):951824500
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-01HERI GARCIA2023-01-12
0012020-12-01HERI GARCIA2022-09-14
0012019-12-01HERI GARCIA2021-09-15
0012018-12-01HERI GARCIA2020-06-15
0012017-12-01HERI GARCIA2019-09-10
0012016-12-01HERI GARCIA2018-04-17
0012015-12-01HERI GARCIA2017-09-20
0012014-12-01KEVIN POSEY2016-06-07
0012013-12-01KEVIN POSEY2015-07-15
0012012-12-01KEVIN POSEY2014-07-15
0012011-12-01KEVIN POSEY2013-08-19
0012010-12-01RAY HARRISON2012-08-02

Plan Statistics for SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2021: SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-11-301,610,327
Acturial value of plan assets2021-11-301,610,327
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-3010
Fundng target for terminated vested participants2021-11-30157,561
Active participant vested funding target2021-11-30802,354
Number of active participants2021-11-3018
Total funding liabilities for active participants2021-11-30828,340
Total participant count2021-11-3028
Total funding target for all participants2021-11-30985,901
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-30115,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-30121,667
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-309,906
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-11-301,237,318
Acturial value of plan assets2020-11-301,237,318
Funding target for retired participants and beneficiaries receiving payment2020-11-300
Number of terminated vested participants2020-11-3010
Fundng target for terminated vested participants2020-11-30144,960
Active participant vested funding target2020-11-30650,434
Number of active participants2020-11-3016
Total funding liabilities for active participants2020-11-30670,347
Total participant count2020-11-3026
Total funding target for all participants2020-11-30815,307
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-3096,576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-30102,216
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-30118,301
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-30115,150
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-3085,935
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-300
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-30115,150
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-11-301,037,993
Acturial value of plan assets2019-11-301,037,993
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-3010
Fundng target for terminated vested participants2019-11-30133,701
Active participant vested funding target2019-11-30538,727
Number of active participants2019-11-3013
Total funding liabilities for active participants2019-11-30556,591
Total participant count2019-11-3023
Total funding target for all participants2019-11-30690,292
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-3098,901
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-3096,576
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-3063,684
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-3096,576
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-11-301,366,700
Acturial value of plan assets2018-11-301,366,700
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-308
Fundng target for terminated vested participants2018-11-3069,547
Active participant vested funding target2018-11-30766,046
Number of active participants2018-11-3018
Total funding liabilities for active participants2018-11-30787,066
Total participant count2018-11-3026
Total funding target for all participants2018-11-30856,613
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-300
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-3063,142
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: SAN BERNARDINO SCHOOL EMPLOYEES FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-11-301,399,184
Acturial value of plan assets2017-11-301,399,184
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-308
Fundng target for terminated vested participants2017-11-3074,420
Active participant vested funding target2017-11-30766,896
Number of active participants2017-11-3018
Total funding liabilities for active participants2017-11-30784,690
Total participant count2017-11-3026
Total funding target for all participants2017-11-30859,110
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-300
Present value of excess contributions2017-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-300
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-3060,872
Net shortfall amortization installment of oustanding balance2017-11-300
Waiver amortization installment2017-11-300
Waived amount of outstanding balance2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-300
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300

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