401k Plan data: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST plan

CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST
Plan identification number	001

CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CUSO MORTGAGE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: CUSO MORTGAGE CORPORATION

Employer identification number (EIN): 010479491

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about CUSO MORTGAGE CORPORATION

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 1993-12-01

Company Identification Number: 64521

Legal Registered Office Address: 205 MAIN STREET

BRATTLEBORO
United States of America (USA)
05301

More information about CUSO MORTGAGE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 CARRIE CAMPBELL
001 2017-01-01 CARRIE CAMPBELL
001 2016-01-01 CARRIE CAMPBELL 2017-08-10 JOHN REED 2017-08-11
001 2015-01-01 CARRIE CAMPBELL 2016-09-28 JOHN REED 2016-10-11
001 2014-01-01 CARRIE CAMPBELL 2015-08-24 JOHN REED 2015-10-14
001 2013-01-01 CARRIE CAMPBELL 2014-08-18 JOHN REED 2014-08-18
001 2012-01-01 CARRIE CAMPBELL 2013-07-16 JOHN REED 2013-07-29
001 2011-01-01 CARRIE CAMPBELL 2012-10-05 JOHN REED 2012-10-04
001 2010-01-01 CARRIE A. CAMPBELL 2011-07-25 CARRIE A. CAMPBELL 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	CARRIE CAMPBELL
001	2017-01-01	CARRIE CAMPBELL
001	2016-01-01	CARRIE CAMPBELL	2017-08-10	JOHN REED	2017-08-11
001	2015-01-01	CARRIE CAMPBELL	2016-09-28	JOHN REED	2016-10-11
001	2014-01-01	CARRIE CAMPBELL	2015-08-24	JOHN REED	2015-10-14
001	2013-01-01	CARRIE CAMPBELL	2014-08-18	JOHN REED	2014-08-18
001	2012-01-01	CARRIE CAMPBELL	2013-07-16	JOHN REED	2013-07-29
001	2011-01-01	CARRIE CAMPBELL	2012-10-05	JOHN REED	2012-10-04
001	2010-01-01	CARRIE A. CAMPBELL	2011-07-25	CARRIE A. CAMPBELL	2011-07-25

Plan Statistics for CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST

401k plan membership statisitcs for CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST

Measure Date Value
2023: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 31
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 23
Total of all active and inactive participants 2023-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 55
Number of participants with account balances 2023-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 7
2022: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 41
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 64
Number of participants with account balances 2022-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 55
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 15
Total of all active and inactive participants 2021-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 71
Number of participants with account balances 2021-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 44
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 13
Total of all active and inactive participants 2020-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 57
Number of participants with account balances 2020-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 46
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 11
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 44
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 9
Total of all active and inactive participants 2018-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 54
Number of participants with account balances 2018-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
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 7
Total of all active and inactive participants 2017-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 49
Number of participants with account balances 2017-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2023: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	31
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	23
Total of all active and inactive participants	2023-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	55
Number of participants with account balances	2023-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	7
2022: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	41
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	64
Number of participants with account balances	2022-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	55
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	15
Total of all active and inactive participants	2021-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	71
Number of participants with account balances	2021-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	44
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	13
Total of all active and inactive participants	2020-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	57
Number of participants with account balances	2020-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	46
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	11
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	44
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	9
Total of all active and inactive participants	2018-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	54
Number of participants with account balances	2018-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
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	7
Total of all active and inactive participants	2017-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	49
Number of participants with account balances	2017-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,321,304
Expenses. Total of all expenses incurred	2023-12-31	$828,447
Benefits paid (including direct rollovers)	2023-12-31	$809,092
Total plan assets at end of year	2023-12-31	$5,981,738
Total plan assets at beginning of year	2023-12-31	$5,488,881
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$272,364
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$912,485
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$492,857
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,981,738
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,488,881
Assets. Value of participant loans	2023-12-31	$42,959
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$136,455
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$19,355
2022 : CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-562,610
Expenses. Total of all expenses incurred	2022-12-31	$425,321
Benefits paid (including direct rollovers)	2022-12-31	$405,200
Total plan assets at end of year	2022-12-31	$5,488,881
Total plan assets at beginning of year	2022-12-31	$6,476,812
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$355,724
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,139,853
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-987,931
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,488,881
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,476,812
Assets. Value of participant loans	2022-12-31	$54,265
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$221,519
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$20,121
2021 : CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,499,731
Expenses. Total of all expenses incurred	2021-12-31	$691,310
Benefits paid (including direct rollovers)	2021-12-31	$671,107
Total plan assets at end of year	2021-12-31	$6,476,812
Total plan assets at beginning of year	2021-12-31	$5,668,391
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$390,600
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$100,665
Other income received	2021-12-31	$759,877
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$808,421
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,476,812
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,668,391
Assets. Value of participant loans	2021-12-31	$43,134
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$248,589
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$20,203
2020 : CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,409,070
Expenses. Total of all expenses incurred	2020-12-31	$104,858
Benefits paid (including direct rollovers)	2020-12-31	$89,878
Total plan assets at end of year	2020-12-31	$5,668,391
Total plan assets at beginning of year	2020-12-31	$4,364,179
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$377,273
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$749,291
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,304,212
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,668,391
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,364,179
Assets. Value of participant loans	2020-12-31	$87,353
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$282,506
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,980
2019 : CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,285,693
Expenses. Total of all expenses incurred	2019-12-31	$491,182
Benefits paid (including direct rollovers)	2019-12-31	$478,507
Total plan assets at end of year	2019-12-31	$4,364,179
Total plan assets at beginning of year	2019-12-31	$3,569,668
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$271,833
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$932
Other income received	2019-12-31	$817,787
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$794,511
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,364,179
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,569,668
Assets. Value of participant loans	2019-12-31	$119,359
Total contributions received or receivable from employer(s)	2019-12-31	$195,141
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,675
2018 : CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$228,258
Expenses. Total of all expenses incurred	2018-12-31	$90,177
Benefits paid (including direct rollovers)	2018-12-31	$78,132
Total plan assets at end of year	2018-12-31	$3,569,668
Total plan assets at beginning of year	2018-12-31	$3,431,587
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$220,049
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$71,322
Other income received	2018-12-31	$-226,806
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$138,081
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,569,668
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,431,587
Assets. Value of participant loans	2018-12-31	$102,977
Total contributions received or receivable from employer(s)	2018-12-31	$163,693
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,045
2017 : CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$772,061
Expenses. Total of all expenses incurred	2017-12-31	$50,036
Benefits paid (including direct rollovers)	2017-12-31	$35,776
Total plan assets at end of year	2017-12-31	$3,431,587
Total plan assets at beginning of year	2017-12-31	$2,709,562
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$166,581
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$58,505
Other income received	2017-12-31	$411,848
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$722,025
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,431,587
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,709,562
Assets. Value of participant loans	2017-12-31	$49,081
Total contributions received or receivable from employer(s)	2017-12-31	$135,127
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,260

Form 5500 Responses for CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST

2023: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CUSO MORTGAGE CORPORATION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CUSO MORTGAGE CORPORATION
Employer identification number (EIN):	010479491
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	1993-12-01
Company Identification Number:	64521
Legal Registered Office Address:	205 MAIN STREET BRATTLEBORO United States of America (USA) 05301