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

AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 401k Plan overview

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

AFFINITY 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: AFFINITY FEDERAL CREDIT UNION

Employer identification number (EIN): 135562114

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFINITY 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 2023-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JULIA HAND FRANK MADEIRA 2018-07-09
002 2016-01-01 JULIA HAND CATHERINE RICKER 2017-07-19
002 2015-01-01 JULIA HAND CATHERINE RICKER 2016-07-28
002 2014-01-01 JULIA HAND CATHERINE RICKER 2015-07-30
002 2014-01-01 JULIA HAND
002 2013-01-01 JULIA HAND DENISE MCGLONE 2014-07-29
002 2012-01-01 JULIA HAND DENISE MCGLONE 2013-09-03
002 2011-01-01 MARCOS NEGRON
002 2009-01-01 EDGAR OTEIZA DAVID SNODGRASS 2010-10-15
002 2009-01-01 EDGAR OTEIZA DAVID SNODGRASS 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JULIA HAND	FRANK MADEIRA	2018-07-09
002	2016-01-01	JULIA HAND	CATHERINE RICKER	2017-07-19
002	2015-01-01	JULIA HAND	CATHERINE RICKER	2016-07-28
002	2014-01-01	JULIA HAND	CATHERINE RICKER	2015-07-30
002	2014-01-01	JULIA HAND
002	2013-01-01	JULIA HAND	DENISE MCGLONE	2014-07-29
002	2012-01-01	JULIA HAND	DENISE MCGLONE	2013-09-03
002	2011-01-01	MARCOS NEGRON
002	2009-01-01	EDGAR OTEIZA	DAVID SNODGRASS	2010-10-15
002	2009-01-01	EDGAR OTEIZA	DAVID SNODGRASS	2010-10-15

Plan Statistics for AFFINITY FEDERAL CREDIT UNION 401(K) PLAN

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

Measure Date Value
2023: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 751
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 510
Number of retired or separated participants receiving benefits 2023-01-01 11
Number of other retired or separated participants entitled to future benefits 2023-01-01 232
Total of all active and inactive participants 2023-01-01 753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 755
Number of participants with account balances 2023-01-01 749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 23
2022: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 693
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 513
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 219
Total of all active and inactive participants 2022-01-01 741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 743
Number of participants with account balances 2022-01-01 735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 31
2021: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 662
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 461
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 215
Total of all active and inactive participants 2021-01-01 685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 687
Number of participants with account balances 2021-01-01 679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 31
2020: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 664
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 447
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 205
Total of all active and inactive participants 2020-01-01 655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 658
Number of participants with account balances 2020-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 30
2019: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 665
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 470
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 177
Total of all active and inactive participants 2019-01-01 655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 656
Number of participants with account balances 2019-01-01 643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2018: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 616
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 463
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 194
Total of all active and inactive participants 2018-01-01 663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 665
Number of participants with account balances 2018-01-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 23
2017: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 554
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 437
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 172
Total of all active and inactive participants 2017-01-01 614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 616
Number of participants with account balances 2017-01-01 607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 527
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 395
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 155
Total of all active and inactive participants 2016-01-01 553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 554
Number of participants with account balances 2016-01-01 541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20
2015: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 536
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 385
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 139
Total of all active and inactive participants 2015-01-01 525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 527
Number of participants with account balances 2015-01-01 516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 23
2014: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 375
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 158
Total of all active and inactive participants 2014-01-01 535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 536
Number of participants with account balances 2014-01-01 526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 358
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 139
Total of all active and inactive participants 2013-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 500
Number of participants with account balances 2013-01-01 500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21
2012: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 379
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 101
Total of all active and inactive participants 2012-01-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 481
Number of participants with account balances 2012-01-01 474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 22
2011: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 528
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 371
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 111
Total of all active and inactive participants 2011-01-01 482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 483
Number of participants with account balances 2011-01-01 444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 21
2009: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 535
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 417
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 123
Total of all active and inactive participants 2009-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 540
Number of participants with account balances 2009-01-01 472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 28

Measure	Date	Value
2023: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	751
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	510
Number of retired or separated participants receiving benefits	2023-01-01	11
Number of other retired or separated participants entitled to future benefits	2023-01-01	232
Total of all active and inactive participants	2023-01-01	753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	755
Number of participants with account balances	2023-01-01	749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	23
2022: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	693
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	513
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	219
Total of all active and inactive participants	2022-01-01	741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	743
Number of participants with account balances	2022-01-01	735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	31
2021: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	662
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	461
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	215
Total of all active and inactive participants	2021-01-01	685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	687
Number of participants with account balances	2021-01-01	679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	31
2020: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	664
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	447
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	205
Total of all active and inactive participants	2020-01-01	655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	658
Number of participants with account balances	2020-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	30
2019: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	665
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	470
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	177
Total of all active and inactive participants	2019-01-01	655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	656
Number of participants with account balances	2019-01-01	643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2018: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	616
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	463
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	194
Total of all active and inactive participants	2018-01-01	663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	665
Number of participants with account balances	2018-01-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	23
2017: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	554
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	437
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	172
Total of all active and inactive participants	2017-01-01	614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	616
Number of participants with account balances	2017-01-01	607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	527
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	395
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	155
Total of all active and inactive participants	2016-01-01	553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	554
Number of participants with account balances	2016-01-01	541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20
2015: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	536
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	385
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	139
Total of all active and inactive participants	2015-01-01	525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	527
Number of participants with account balances	2015-01-01	516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	23
2014: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	375
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	158
Total of all active and inactive participants	2014-01-01	535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	536
Number of participants with account balances	2014-01-01	526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	358
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	139
Total of all active and inactive participants	2013-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	500
Number of participants with account balances	2013-01-01	500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21
2012: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	379
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	101
Total of all active and inactive participants	2012-01-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	481
Number of participants with account balances	2012-01-01	474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	22
2011: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	528
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	371
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	111
Total of all active and inactive participants	2011-01-01	482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	483
Number of participants with account balances	2011-01-01	444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	21
2009: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	535
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	417
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	123
Total of all active and inactive participants	2009-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	540
Number of participants with account balances	2009-01-01	472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	28

Financial Data on AFFINITY FEDERAL CREDIT UNION 401(K) PLAN

Measure	Date	Value
2023 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$20,872,708
Total of all expenses incurred	2023-12-31	$4,945,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,779,683
Expenses. Certain deemed distributions of participant loans	2023-12-31	$10,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$7,014,267
Value of total assets at end of year	2023-12-31	$96,498,952
Value of total assets at beginning of year	2023-12-31	$80,571,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$155,892
Total interest from all sources	2023-12-31	$78,032
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$809,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$809,783
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$3,859,033
Participant contributions at end of year	2023-12-31	$1,421,581
Participant contributions at beginning of year	2023-12-31	$1,291,998
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$3,213,130
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$2,823,606
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$787,028
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$343,438
Total non interest bearing cash at end of year	2023-12-31	$40,182
Total non interest bearing cash at beginning of year	2023-12-31	$52,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$15,927,117
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$96,498,952
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$80,571,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$53,860
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$44,748,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$67,091,587
Interest on participant loans	2023-12-31	$77,820
Value of interest in common/collective trusts at end of year	2023-12-31	$47,068,093
Value of interest in common/collective trusts at beginning of year	2023-12-31	$9,285,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$6,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$26,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$26,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$212
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$10,773,646
Net investment gain or loss from common/collective trusts	2023-12-31	$1,853,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$2,368,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,779,683
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	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	EISNERAMPER LLP
Accountancy firm EIN	2023-12-31	871363769
2022 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-8,392,322
Total of all expenses incurred	2022-12-31	$7,799,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,636,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,195,145
Value of total assets at end of year	2022-12-31	$80,571,835
Value of total assets at beginning of year	2022-12-31	$96,763,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$163,412
Total interest from all sources	2022-12-31	$57,706
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,207,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,207,231
Administrative expenses professional fees incurred	2022-12-31	$33,600
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
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	$3,494,638
Participant contributions at end of year	2022-12-31	$1,291,998
Participant contributions at beginning of year	2022-12-31	$1,171,566
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,823,606
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,930,356
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$673,743
Other income not declared elsewhere	2022-12-31	$-354,798
Administrative expenses (other) incurred	2022-12-31	$80,616
Total non interest bearing cash at end of year	2022-12-31	$52,713
Total non interest bearing cash at beginning of year	2022-12-31	$80,618
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	$-16,192,163
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$80,571,835
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$96,763,998
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	$49,196
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$67,091,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$80,338,410
Interest on participant loans	2022-12-31	$57,625
Value of interest in common/collective trusts at end of year	2022-12-31	$9,285,629
Value of interest in common/collective trusts at beginning of year	2022-12-31	$10,202,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$26,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$71,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$71,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$81
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-15,672,401
Net investment gain or loss from common/collective trusts	2022-12-31	$174,795
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	$2,026,764
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$1,969,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,636,429
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	EISNERAMPER LLP
Accountancy firm EIN	2022-12-31	871363769
2021 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$20,706,277
Total of all expenses incurred	2021-12-31	$9,453,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,296,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,604,018
Value of total assets at end of year	2021-12-31	$96,763,998
Value of total assets at beginning of year	2021-12-31	$85,511,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$157,410
Total interest from all sources	2021-12-31	$63,065
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,747,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,747,076
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
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	$3,321,422
Participant contributions at end of year	2021-12-31	$1,171,566
Participant contributions at beginning of year	2021-12-31	$1,380,084
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,930,356
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$429,619
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$61,376
Administrative expenses (other) incurred	2021-12-31	$109,646
Total non interest bearing cash at end of year	2021-12-31	$80,618
Total non interest bearing cash at beginning of year	2021-12-31	$75,414
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	$11,252,757
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$96,763,998
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$85,511,241
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$80,338,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$72,605,012
Interest on participant loans	2021-12-31	$63,065
Value of interest in common/collective trusts at end of year	2021-12-31	$10,202,283
Value of interest in common/collective trusts at beginning of year	2021-12-31	$11,407,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$71,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$42,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$42,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,053,229
Net investment gain or loss from common/collective trusts	2021-12-31	$177,513
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	$3,852,977
Employer contributions (assets) at end of year	2021-12-31	$1,969,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,296,110
Contract administrator fees	2021-12-31	$47,764
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	EISNERAMPER LLP
Accountancy firm EIN	2021-12-31	131639826
2020 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,774
Total income from all sources (including contributions)	2020-12-31	$17,097,131
Total of all expenses incurred	2020-12-31	$4,253,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,130,916
Value of total corrective distributions	2020-12-31	$3,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,413,824
Value of total assets at end of year	2020-12-31	$85,511,241
Value of total assets at beginning of year	2020-12-31	$72,671,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$118,624
Total interest from all sources	2020-12-31	$77,750
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,005,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,005,064
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
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	$3,145,526
Participant contributions at end of year	2020-12-31	$1,380,084
Participant contributions at beginning of year	2020-12-31	$1,406,637
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$376,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$3,774
Administrative expenses (other) incurred	2020-12-31	$83,845
Total non interest bearing cash at end of year	2020-12-31	$75,414
Total non interest bearing cash at beginning of year	2020-12-31	$12,816
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	$12,843,817
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$85,511,241
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$72,667,424
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$72,605,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$64,024,855
Interest on participant loans	2020-12-31	$77,699
Value of interest in common/collective trusts at end of year	2020-12-31	$11,407,859
Value of interest in common/collective trusts at beginning of year	2020-12-31	$7,174,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$42,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$52,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$52,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$10,420,150
Net investment gain or loss from common/collective trusts	2020-12-31	$180,343
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	$1,891,895
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,130,916
Contract administrator fees	2020-12-31	$34,779
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	EISNERAMPER LLP
Accountancy firm EIN	2020-12-31	131639826
2019 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,774
Total income from all sources (including contributions)	2019-12-31	$18,250,789
Total of all expenses incurred	2019-12-31	$5,467,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,333,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,852,308
Value of total assets at end of year	2019-12-31	$72,671,198
Value of total assets at beginning of year	2019-12-31	$59,883,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$133,945
Total interest from all sources	2019-12-31	$74,208
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,013,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,013,201
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
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	$2,871,255
Participant contributions at end of year	2019-12-31	$1,406,637
Participant contributions at beginning of year	2019-12-31	$1,234,667
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$150,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3,774
Administrative expenses (other) incurred	2019-12-31	$89,253
Total non interest bearing cash at end of year	2019-12-31	$12,816
Total non interest bearing cash at beginning of year	2019-12-31	$13,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,783,542
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$72,667,424
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$59,883,882
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$44,692
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$64,024,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$50,165,773
Interest on participant loans	2019-12-31	$73,875
Value of interest in common/collective trusts at end of year	2019-12-31	$7,174,364
Value of interest in common/collective trusts at beginning of year	2019-12-31	$7,327,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$52,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$93,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$93,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,144,569
Net investment gain or loss from common/collective trusts	2019-12-31	$166,503
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
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	$1,830,767
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$1,048,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,333,302
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 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
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
Accountancy firm name	2019-12-31	EISNERAMPER LLP
Accountancy firm EIN	2019-12-31	131639826
2018 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,828,519
Total of all expenses incurred	2018-12-31	$3,795,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,661,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,799,043
Value of total assets at end of year	2018-12-31	$59,883,882
Value of total assets at beginning of year	2018-12-31	$60,851,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$134,188
Total interest from all sources	2018-12-31	$53,821
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$961,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$961,943
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
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	$2,662,598
Participant contributions at end of year	2018-12-31	$1,234,667
Participant contributions at beginning of year	2018-12-31	$955,687
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$361,861
Administrative expenses (other) incurred	2018-12-31	$101,725
Total non interest bearing cash at end of year	2018-12-31	$13,535
Total non interest bearing cash at beginning of year	2018-12-31	$12,300
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	$-967,158
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$59,883,882
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$60,851,040
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	$32,463
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$50,165,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$50,152,261
Interest on participant loans	2018-12-31	$53,691
Value of interest in common/collective trusts at end of year	2018-12-31	$7,327,555
Value of interest in common/collective trusts at beginning of year	2018-12-31	$8,127,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$93,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$21,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$21,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,141,673
Net investment gain or loss from common/collective trusts	2018-12-31	$155,385
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	$2,774,584
Employer contributions (assets) at end of year	2018-12-31	$1,048,996
Employer contributions (assets) at beginning of year	2018-12-31	$1,582,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,661,489
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	EISNER AMPER, LLP
Accountancy firm EIN	2018-12-31	131639826
2017 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$14,665,285
Total of all expenses incurred	2017-12-31	$3,243,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,119,232
Expenses. Certain deemed distributions of participant loans	2017-12-31	$19,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,305,590
Value of total assets at end of year	2017-12-31	$60,851,040
Value of total assets at beginning of year	2017-12-31	$49,428,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$104,194
Total interest from all sources	2017-12-31	$41,143
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$828,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$828,419
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
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	$2,419,148
Participant contributions at end of year	2017-12-31	$955,687
Participant contributions at beginning of year	2017-12-31	$917,296
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,266,990
Administrative expenses (other) incurred	2017-12-31	$83,285
Total non interest bearing cash at end of year	2017-12-31	$12,300
Total non interest bearing cash at beginning of year	2017-12-31	$6,435
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	$11,422,135
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$60,851,040
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$49,428,905
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	$20,909
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$50,152,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$39,542,563
Interest on participant loans	2017-12-31	$41,126
Value of interest in common/collective trusts at end of year	2017-12-31	$8,127,162
Value of interest in common/collective trusts at beginning of year	2017-12-31	$7,510,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$21,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$43,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$43,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,365,670
Net investment gain or loss from common/collective trusts	2017-12-31	$124,463
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	$2,619,452
Employer contributions (assets) at end of year	2017-12-31	$1,582,246
Employer contributions (assets) at beginning of year	2017-12-31	$1,407,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,119,232
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	EISNER AMPER, LLP
Accountancy firm EIN	2017-12-31	131639826
2016 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$8,749,096
Total of all expenses incurred	2016-12-31	$4,028,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,915,280
Expenses. Certain deemed distributions of participant loans	2016-12-31	$8,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,237,548
Value of total assets at end of year	2016-12-31	$49,428,905
Value of total assets at beginning of year	2016-12-31	$44,708,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$105,520
Total interest from all sources	2016-12-31	$38,321
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$553,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$553,330
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
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	$2,188,760
Participant contributions at end of year	2016-12-31	$917,296
Participant contributions at beginning of year	2016-12-31	$1,023,455
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$712,650
Administrative expenses (other) incurred	2016-12-31	$74,620
Total non interest bearing cash at end of year	2016-12-31	$6,435
Total non interest bearing cash at beginning of year	2016-12-31	$6,885
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	$4,720,273
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$49,428,905
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$44,708,632
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	$30,900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$39,542,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$35,647,596
Interest on participant loans	2016-12-31	$38,321
Value of interest in common/collective trusts at end of year	2016-12-31	$7,510,926
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,935,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$43,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$10,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$10,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,813,697
Net investment gain or loss from common/collective trusts	2016-12-31	$106,200
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	Yes
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	$2,336,138
Employer contributions (assets) at end of year	2016-12-31	$1,407,768
Employer contributions (assets) at beginning of year	2016-12-31	$1,084,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,915,280
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	EISNER AMPER, LLP
Accountancy firm EIN	2016-12-31	131639826
2015 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$4,772,905
Total of all expenses incurred	2015-12-31	$3,948,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,822,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,943,842
Value of total assets at end of year	2015-12-31	$44,708,632
Value of total assets at beginning of year	2015-12-31	$43,883,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$126,154
Total interest from all sources	2015-12-31	$42,199
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$587,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$587,584
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$2,032,847
Participant contributions at end of year	2015-12-31	$1,023,455
Participant contributions at beginning of year	2015-12-31	$933,115
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$920,188
Administrative expenses (other) incurred	2015-12-31	$96,154
Total non interest bearing cash at end of year	2015-12-31	$6,885
Total non interest bearing cash at beginning of year	2015-12-31	$3,876
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	$824,723
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$44,708,632
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$43,883,909
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	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$35,647,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$35,062,431
Interest on participant loans	2015-12-31	$42,198
Value of interest in common/collective trusts at end of year	2015-12-31	$6,935,649
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,589,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$10,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$14,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$14,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-806,814
Net investment gain or loss from common/collective trusts	2015-12-31	$6,094
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	Yes
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	$1,990,807
Employer contributions (assets) at end of year	2015-12-31	$1,084,202
Employer contributions (assets) at beginning of year	2015-12-31	$1,280,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,822,028
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	2015-12-31	No
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	EISNER AMPER LLP
Accountancy firm EIN	2015-12-31	131639826
2014 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$6,905,532
Total of all expenses incurred	2014-12-31	$2,651,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,594,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,353,395
Value of total assets at end of year	2014-12-31	$43,883,909
Value of total assets at beginning of year	2014-12-31	$39,629,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$56,869
Total interest from all sources	2014-12-31	$38,478
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$576,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$576,159
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$1,794,709
Participant contributions at end of year	2014-12-31	$933,115
Participant contributions at beginning of year	2014-12-31	$948,585
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$455,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$413
Administrative expenses (other) incurred	2014-12-31	$16,869
Total non interest bearing cash at end of year	2014-12-31	$3,876
Total non interest bearing cash at beginning of year	2014-12-31	$10,299
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	$4,254,346
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$43,883,909
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$39,629,563
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
Investment advisory and management fees	2014-12-31	$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$35,062,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$31,679,178
Interest on participant loans	2014-12-31	$38,467
Value of interest in common/collective trusts at end of year	2014-12-31	$6,589,580
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,828,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$14,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$293,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$293,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,817,532
Net investment gain or loss from common/collective trusts	2014-12-31	$119,968
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	$2,103,006
Employer contributions (assets) at end of year	2014-12-31	$1,280,889
Employer contributions (assets) at beginning of year	2014-12-31	$868,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,594,317
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	2014-12-31	No
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	EISNER AMPER LLP
Accountancy firm EIN	2014-12-31	131639826
2013 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$10,317,428
Total of all expenses incurred	2013-12-31	$3,192,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,147,796
Value of total corrective distributions	2013-12-31	$10,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,658,725
Value of total assets at end of year	2013-12-31	$39,629,563
Value of total assets at beginning of year	2013-12-31	$32,504,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$33,643
Total interest from all sources	2013-12-31	$35,392
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$430,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$430,431
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$1,630,037
Participant contributions at end of year	2013-12-31	$948,585
Participant contributions at beginning of year	2013-12-31	$834,242
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$363,369
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$590
Administrative expenses (other) incurred	2013-12-31	$3,643
Total non interest bearing cash at end of year	2013-12-31	$10,299
Total non interest bearing cash at beginning of year	2013-12-31	$6,270
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	$7,125,412
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$39,629,563
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$32,504,151
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
Investment advisory and management fees	2013-12-31	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$31,679,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$25,549,542
Interest on participant loans	2013-12-31	$35,388
Value of interest in common/collective trusts at end of year	2013-12-31	$5,828,878
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,585,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$293,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$51,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$51,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,072,347
Net investment gain or loss from common/collective trusts	2013-12-31	$120,533
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	$1,665,319
Employer contributions (assets) at end of year	2013-12-31	$868,625
Employer contributions (assets) at beginning of year	2013-12-31	$1,475,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,147,796
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	2013-12-31	No
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	EISNER AMPER LLP
Accountancy firm EIN	2013-12-31	131639826
2012 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$7,139,233
Total of all expenses incurred	2012-12-31	$1,945,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,893,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,846,439
Value of total assets at end of year	2012-12-31	$32,504,151
Value of total assets at beginning of year	2012-12-31	$27,310,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$52,398
Total interest from all sources	2012-12-31	$37,927
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$494,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$494,251
Administrative expenses professional fees incurred	2012-12-31	$10,348
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	Yes
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$271,417
Contributions received from participants	2012-12-31	$1,495,999
Participant contributions at end of year	2012-12-31	$834,242
Participant contributions at beginning of year	2012-12-31	$737,394
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$140,681
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$209
Administrative expenses (other) incurred	2012-12-31	$2,050
Total non interest bearing cash at end of year	2012-12-31	$6,270
Total non interest bearing cash at beginning of year	2012-12-31	$1,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,193,455
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$32,504,151
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$27,310,696
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
Investment advisory and management fees	2012-12-31	$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$25,549,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$20,714,885
Interest on participant loans	2012-12-31	$37,920
Value of interest in common/collective trusts at end of year	2012-12-31	$4,585,740
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,504,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$51,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$192,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$192,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,793,391
Net investment gain or loss from common/collective trusts	2012-12-31	$-32,775
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	$2,209,759
Employer contributions (assets) at end of year	2012-12-31	$1,475,899
Employer contributions (assets) at beginning of year	2012-12-31	$1,159,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,893,380
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	EISNER AMPER LLP
Accountancy firm EIN	2012-12-31	131639826
2011 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$4,828,717
Total of all expenses incurred	2011-12-31	$3,985,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,957,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,290,431
Value of total assets at end of year	2011-12-31	$27,310,696
Value of total assets at beginning of year	2011-12-31	$26,467,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$28,187
Total interest from all sources	2011-12-31	$198,497
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$306,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$306,409
Administrative expenses professional fees incurred	2011-12-31	$21,497
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
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	$1,549,704
Participant contributions at end of year	2011-12-31	$737,394
Participant contributions at beginning of year	2011-12-31	$705,585
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,543
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$209
Other income not declared elsewhere	2011-12-31	$342,162
Administrative expenses (other) incurred	2011-12-31	$6,690
Total non interest bearing cash at end of year	2011-12-31	$1,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$843,291
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$27,310,696
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$26,467,405
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 registered invesment companies (eg mutual funds) at end of year	2011-12-31	$20,714,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$21,931,893
Interest on participant loans	2011-12-31	$198,495
Interest earned on other investments	2011-12-31	$2
Value of interest in common/collective trusts at end of year	2011-12-31	$4,504,616
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,829,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$192,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-493,884
Net investment gain or loss from common/collective trusts	2011-12-31	$185,102
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	$2,739,184
Employer contributions (assets) at end of year	2011-12-31	$1,159,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,957,239
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	Yes
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	EISNER AMPER LLP
Accountancy firm EIN	2011-12-31	131636826
2010 : AFFINITY 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	$5,768,548
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,504,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,501,639
Value of total corrective distributions	2010-12-31	$2,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,903,783
Value of total assets at end of year	2010-12-31	$26,467,405
Value of total assets at beginning of year	2010-12-31	$22,203,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$22
Total interest from all sources	2010-12-31	$28,847
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$297,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$297,999
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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	$1,393,238
Participant contributions at end of year	2010-12-31	$705,585
Participant contributions at beginning of year	2010-12-31	$436,206
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$75,329
Administrative expenses (other) incurred	2010-12-31	$22
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	$4,264,282
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$26,467,405
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,203,123
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 registered invesment companies (eg mutual funds) at end of year	2010-12-31	$21,931,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$18,607,192
Interest on participant loans	2010-12-31	$28,847
Value of interest in common/collective trusts at end of year	2010-12-31	$3,829,927
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,159,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,477,348
Net investment gain or loss from common/collective trusts	2010-12-31	$60,571
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
Contributions received in cash from employer	2010-12-31	$1,435,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,501,639
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	EISNER AMPER LLP
Accountancy firm EIN	2010-12-31	131639826
2009 : AFFINITY 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 AFFINITY FEDERAL CREDIT UNION 401(K) PLAN

2023: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: AFFINITY 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AFFINITY 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AFFINITY 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AFFINITY 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AFFINITY 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AFFINITY 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AFFINITY 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AFFINITY 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AFFINITY 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AFFINITY 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AFFINITY FEDERAL CREDIT UNION
Employer identification number (EIN):	135562114
NAIC Classification:	522130
NAIC Description:	Credit Unions