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UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameUNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNIVERSITY OF HAWAII FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF HAWAII FEDERAL CREDIT UNION
Employer identification number (EIN):990087313
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01TRAVIS BOW
0022017-01-01TRAVIS BOW
0022016-01-01JEANINE MORSE
0022015-01-01JEANINE MORSE
0022014-01-01JEANINE MORSE
0022013-01-01JEANINE MORSE
0022012-01-01JEANINE MORSE JEANINE MORSE2013-04-16
0022011-01-01JEANINE MORSE
0022010-01-01JEANINE MORSE
0022009-01-01 JEANINE MORSE2010-05-18
0022009-01-01JEANINE MORSE

Plan Statistics for UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0186
Total number of active participants reported on line 7a of the Form 55002023-01-0173
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0123
Total of all active and inactive participants2023-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0196
Number of participants with account balances2023-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0111
2022: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0180
Total number of active participants reported on line 7a of the Form 55002022-01-0165
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0186
Number of participants with account balances2022-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0190
Total number of active participants reported on line 7a of the Form 55002021-01-0161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0180
Number of participants with account balances2021-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0188
Total number of active participants reported on line 7a of the Form 55002020-01-0166
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0190
Number of participants with account balances2020-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0197
Total number of active participants reported on line 7a of the Form 55002019-01-0166
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0188
Number of participants with account balances2019-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01107
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0197
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01104
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01107
Number of participants with account balances2017-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0195
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01104
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0171
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0195
Number of participants with account balances2015-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0196
Total number of active participants reported on line 7a of the Form 55002014-01-0173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01100
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0199
Total number of active participants reported on line 7a of the Form 55002013-01-0175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0196
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0190
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0199
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0191
Total number of active participants reported on line 7a of the Form 55002011-01-0173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0190
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0184
Total number of active participants reported on line 7a of the Form 55002010-01-0178
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0191
Number of participants with account balances2010-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0175
Total number of active participants reported on line 7a of the Form 55002009-01-0174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0184
Number of participants with account balances2009-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,579,199
Expenses. Total of all expenses incurred2023-12-31$78,404
Benefits paid (including direct rollovers)2023-12-31$77,429
Total plan assets at end of year2023-12-31$11,389,271
Total plan assets at beginning of year2023-12-31$8,888,476
Value of fidelity bond covering the plan2023-12-31$1,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$307,627
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$52,649
Other income received2023-12-31$1,789,248
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,500,795
Net plan assets at end of year (total assets less liabilities)2023-12-31$11,389,271
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$8,888,476
Assets. Value of participant loans2023-12-31$152,169
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$429,675
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$975
2022 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,263,617
Expenses. Total of all expenses incurred2022-12-31$731,633
Benefits paid (including direct rollovers)2022-12-31$730,448
Total plan assets at end of year2022-12-31$8,888,476
Total plan assets at beginning of year2022-12-31$10,883,726
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$293,153
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$30,452
Other income received2022-12-31$-1,948,553
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,995,250
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,888,476
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,883,726
Assets. Value of participant loans2022-12-31$48,856
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$361,331
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,185
2021 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,992,016
Expenses. Total of all expenses incurred2021-12-31$2,254,492
Benefits paid (including direct rollovers)2021-12-31$2,253,922
Total plan assets at end of year2021-12-31$10,883,726
Total plan assets at beginning of year2021-12-31$11,146,202
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$276,106
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,402,044
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-262,476
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,883,726
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,146,202
Assets. Value of participant loans2021-12-31$32,865
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$313,866
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$570
2020 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,301,791
Expenses. Total of all expenses incurred2020-12-31$583,480
Benefits paid (including direct rollovers)2020-12-31$582,820
Total plan assets at end of year2020-12-31$11,146,202
Total plan assets at beginning of year2020-12-31$9,427,891
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$256,384
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$3,276
Other income received2020-12-31$1,687,101
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,718,311
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,146,202
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,427,891
Assets. Value of participant loans2020-12-31$48,388
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$355,030
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$660
2019 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,254,640
Expenses. Total of all expenses incurred2019-12-31$182,858
Benefits paid (including direct rollovers)2019-12-31$181,733
Total plan assets at end of year2019-12-31$9,427,891
Total plan assets at beginning of year2019-12-31$7,356,109
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$257,235
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,680,498
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,071,782
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,427,891
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,356,109
Assets. Value of participant loans2019-12-31$63,216
Total contributions received or receivable from employer(s)2019-12-31$316,907
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,125
2018 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$100,067
Expenses. Total of all expenses incurred2018-12-31$1,968,385
Benefits paid (including direct rollovers)2018-12-31$1,965,202
Total plan assets at end of year2018-12-31$7,356,109
Total plan assets at beginning of year2018-12-31$9,224,427
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$289,227
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$1,401
Other income received2018-12-31$-497,461
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,868,318
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,356,109
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,224,427
Assets. Value of participant loans2018-12-31$39,668
Total contributions received or receivable from employer(s)2018-12-31$306,900
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$593
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,590
2017 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,874,605
Expenses. Total of all expenses incurred2017-12-31$194,229
Benefits paid (including direct rollovers)2017-12-31$192,350
Total plan assets at end of year2017-12-31$9,224,427
Total plan assets at beginning of year2017-12-31$7,544,051
Value of fidelity bond covering the plan2017-12-31$1,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$257,421
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$37,182
Other income received2017-12-31$1,234,688
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,680,376
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,224,427
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,544,051
Assets. Value of participant loans2017-12-31$32,221
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$345,314
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$819
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,060
2016 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,012,271
Expenses. Total of all expenses incurred2016-12-31$94,623
Benefits paid (including direct rollovers)2016-12-31$92,658
Total plan assets at end of year2016-12-31$7,544,051
Total plan assets at beginning of year2016-12-31$6,626,403
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$244,315
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$445,534
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$917,648
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,544,051
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,626,403
Assets. Value of participant loans2016-12-31$54,382
Total contributions received or receivable from employer(s)2016-12-31$322,422
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$996
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$969
2015 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$463,471
Expenses. Total of all expenses incurred2015-12-31$133,799
Benefits paid (including direct rollovers)2015-12-31$128,043
Total plan assets at end of year2015-12-31$6,626,403
Total plan assets at beginning of year2015-12-31$6,296,731
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$231,637
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$5,483
Other income received2015-12-31$-41,353
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$329,672
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,626,403
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,296,731
Assets. Value of participant loans2015-12-31$96,815
Total contributions received or receivable from employer(s)2015-12-31$267,704
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$4,361
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,395
2014 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$940,855
Expenses. Total of all expenses incurred2014-12-31$292,410
Benefits paid (including direct rollovers)2014-12-31$291,495
Total plan assets at end of year2014-12-31$6,296,731
Total plan assets at beginning of year2014-12-31$5,648,286
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$262,212
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$358,741
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$648,445
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,296,731
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,648,286
Assets. Value of participant loans2014-12-31$87,678
Total contributions received or receivable from employer(s)2014-12-31$319,902
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$915
2013 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,437,826
Expenses. Total of all expenses incurred2013-12-31$340,188
Benefits paid (including direct rollovers)2013-12-31$338,781
Total plan assets at end of year2013-12-31$5,648,286
Total plan assets at beginning of year2013-12-31$4,550,648
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$270,396
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$64,252
Other income received2013-12-31$796,820
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,097,638
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,648,286
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,550,648
Assets. Value of participant loans2013-12-31$97,890
Total contributions received or receivable from employer(s)2013-12-31$306,358
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,407
2012 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$1,104,974
Expenses. Total of all expenses incurred2012-12-31$248,636
Benefits paid (including direct rollovers)2012-12-31$248,106
Total plan assets at end of year2012-12-31$4,550,648
Total plan assets at beginning of year2012-12-31$3,694,310
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$282,225
Contributions received from other sources (not participants or employers)2012-12-31$43,421
Other income received2012-12-31$432,948
Net income (gross income less expenses)2012-12-31$856,338
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,550,648
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,694,310
Assets. Value of participant loans2012-12-31$59,736
Total contributions received or receivable from employer(s)2012-12-31$346,380
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$497,699
Expenses. Total of all expenses incurred2011-12-31$590,308
Benefits paid (including direct rollovers)2011-12-31$589,143
Total plan assets at end of year2011-12-31$3,694,310
Total plan assets at beginning of year2011-12-31$3,786,919
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$260,924
Other income received2011-12-31$-67,485
Net income (gross income less expenses)2011-12-31$-92,609
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,694,310
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,786,919
Assets. Value of participant loans2011-12-31$85,446
Total contributions received or receivable from employer(s)2011-12-31$304,260
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$873,957
Expenses. Total of all expenses incurred2010-12-31$558,654
Benefits paid (including direct rollovers)2010-12-31$558,064
Total plan assets at end of year2010-12-31$3,786,919
Total plan assets at beginning of year2010-12-31$3,471,616
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$267,761
Contributions received from other sources (not participants or employers)2010-12-31$14,382
Other income received2010-12-31$368,158
Net income (gross income less expenses)2010-12-31$315,303
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,786,919
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,471,616
Assets. Value of participant loans2010-12-31$46,524
Total contributions received or receivable from employer(s)2010-12-31$223,656
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2023: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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