MID-HUDSON VALLEY FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN
| Measure | Date | Value |
|---|
| 2023 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $6,265,043 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $2,190,086 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,113,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,358,599 |
| Value of total assets at end of year | 2023-12-31 | $28,286,386 |
| Value of total assets at beginning of year | 2023-12-31 | $24,211,429 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $76,705 |
| Total interest from all sources | 2023-12-31 | $26,979 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $416,320 |
| 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 | $416,320 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $8,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,317,576 |
| Participant contributions at end of year | 2023-12-31 | $388,105 |
| Participant contributions at beginning of year | 2023-12-31 | $434,067 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $27,000 |
| Other income not declared elsewhere | 2023-12-31 | $34,619 |
| Total non interest bearing cash at end of year | 2023-12-31 | $16,137 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $29,227 |
| 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 | $4,074,957 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $28,286,386 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $24,211,429 |
| 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 | $43,960 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $25,658,858 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $21,515,174 |
| Interest on participant loans | 2023-12-31 | $26,979 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,765,552 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,825,101 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,383,521 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $45,005 |
| 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 | $1,014,023 |
| Employer contributions (assets) at end of year | 2023-12-31 | $457,734 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $407,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,113,381 |
| Contract administrator fees | 2023-12-31 | $32,745 |
| 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 | Yes |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2023-12-31 | 043499945 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $6,265,043 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $2,190,086 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,113,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,358,599 |
| Value of total assets at end of year | 2023-01-01 | $28,286,386 |
| Value of total assets at beginning of year | 2023-01-01 | $24,211,429 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $76,705 |
| Total interest from all sources | 2023-01-01 | $26,979 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $416,320 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $416,320 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $8,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,317,576 |
| Participant contributions at end of year | 2023-01-01 | $388,105 |
| Participant contributions at beginning of year | 2023-01-01 | $434,067 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $27,000 |
| Other income not declared elsewhere | 2023-01-01 | $34,619 |
| Total non interest bearing cash at end of year | 2023-01-01 | $16,137 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $29,227 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $4,074,957 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $28,286,386 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $24,211,429 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $43,960 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $25,658,858 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $21,515,174 |
| Interest on participant loans | 2023-01-01 | $26,979 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $1,765,552 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $1,825,101 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $3,383,521 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $45,005 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,014,023 |
| Employer contributions (assets) at end of year | 2023-01-01 | $457,734 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $407,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,113,381 |
| Contract administrator fees | 2023-01-01 | $32,745 |
| 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 | 2023-01-01 | Yes |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2023-01-01 | 043499945 |
| 2022 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-2,384,190 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,490,470 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,429,965 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,228,981 |
| Value of total assets at end of year | 2022-12-31 | $24,211,429 |
| Value of total assets at beginning of year | 2022-12-31 | $28,086,089 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $60,505 |
| Total interest from all sources | 2022-12-31 | $25,849 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,003,103 |
| 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 | $1,003,103 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $8,000,000 |
| 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 | $1,273,163 |
| Participant contributions at end of year | 2022-12-31 | $434,067 |
| Participant contributions at beginning of year | 2022-12-31 | $490,452 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $19,822 |
| Total non interest bearing cash at end of year | 2022-12-31 | $29,227 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $9,337 |
| 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 | $-3,874,660 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $24,211,429 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $28,086,089 |
| 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 | $13,400 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,515,174 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,544,299 |
| Interest on participant loans | 2022-12-31 | $25,849 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,825,101 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,627,880 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,661,740 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $19,617 |
| 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 | $935,996 |
| Employer contributions (assets) at end of year | 2022-12-31 | $407,860 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $414,121 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,429,965 |
| Contract administrator fees | 2022-12-31 | $47,105 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2022-12-31 | 043499945 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-2,384,190 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,490,470 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,429,965 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,228,981 |
| Value of total assets at end of year | 2022-01-01 | $24,211,429 |
| Value of total assets at beginning of year | 2022-01-01 | $28,086,089 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $60,505 |
| Total interest from all sources | 2022-01-01 | $25,849 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,003,103 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,003,103 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $8,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,273,163 |
| Participant contributions at end of year | 2022-01-01 | $434,067 |
| Participant contributions at beginning of year | 2022-01-01 | $490,452 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $19,822 |
| Total non interest bearing cash at end of year | 2022-01-01 | $29,227 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $9,337 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-3,874,660 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $24,211,429 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $28,086,089 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $13,400 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $21,515,174 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $25,544,299 |
| Interest on participant loans | 2022-01-01 | $25,849 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $1,825,101 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $1,627,880 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-5,661,740 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $19,617 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $935,996 |
| Employer contributions (assets) at end of year | 2022-01-01 | $407,860 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $414,121 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,429,965 |
| Contract administrator fees | 2022-01-01 | $47,105 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2022-01-01 | 043499945 |
| 2021 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,481,190 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $2,610,419 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,531,201 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,247,313 |
| Value of total assets at end of year | 2021-12-31 | $28,086,089 |
| Value of total assets at beginning of year | 2021-12-31 | $25,215,318 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $79,218 |
| Total interest from all sources | 2021-12-31 | $29,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,733,678 |
| 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 | $1,733,678 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $8,000,000 |
| 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 | $1,248,403 |
| Participant contributions at end of year | 2021-12-31 | $490,452 |
| Participant contributions at beginning of year | 2021-12-31 | $496,980 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $34,246 |
| Other income not declared elsewhere | 2021-12-31 | $5,535 |
| Total non interest bearing cash at end of year | 2021-12-31 | $9,337 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $15,531 |
| 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 | $2,870,771 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $28,086,089 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $25,215,318 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $37,151 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,544,299 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,287,285 |
| Interest on participant loans | 2021-12-31 | $29,591 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,627,880 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,991,732 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,448,259 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $16,814 |
| 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 | $964,664 |
| Employer contributions (assets) at end of year | 2021-12-31 | $414,121 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $423,790 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,531,201 |
| Contract administrator fees | 2021-12-31 | $42,067 |
| 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 | Unqualified |
| Accountancy firm name | 2021-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2021-12-31 | 043499945 |
| 2020 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $6,004,438 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $938,747 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $841,600 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,230,939 |
| Value of total assets at end of year | 2020-12-31 | $25,215,318 |
| Value of total assets at beginning of year | 2020-12-31 | $20,149,627 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $97,147 |
| Total interest from all sources | 2020-12-31 | $26,493 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,614,873 |
| 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 | $1,614,873 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $8,000,000 |
| 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 | $1,235,004 |
| Participant contributions at end of year | 2020-12-31 | $496,980 |
| Participant contributions at beginning of year | 2020-12-31 | $373,222 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $39,540 |
| Other income not declared elsewhere | 2020-12-31 | $23,481 |
| Total non interest bearing cash at end of year | 2020-12-31 | $15,531 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $92,668 |
| 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 | $5,065,691 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $25,215,318 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,149,627 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $52,612 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,287,285 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,592,058 |
| Interest on participant loans | 2020-12-31 | $26,493 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,991,732 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,701,915 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,084,903 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $23,749 |
| 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 | $956,395 |
| Employer contributions (assets) at end of year | 2020-12-31 | $423,790 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $389,764 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $841,600 |
| Contract administrator fees | 2020-12-31 | $44,535 |
| 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 | Unqualified |
| Accountancy firm name | 2020-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2020-12-31 | 043499945 |
| 2019 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,718,965 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,295,696 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,222,211 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,012,773 |
| Value of total assets at end of year | 2019-12-31 | $20,149,627 |
| Value of total assets at beginning of year | 2019-12-31 | $15,726,358 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $73,485 |
| Total interest from all sources | 2019-12-31 | $24,273 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,337,952 |
| 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 | $1,337,952 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $8,000,000 |
| 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 | $1,081,576 |
| Participant contributions at end of year | 2019-12-31 | $373,222 |
| Participant contributions at beginning of year | 2019-12-31 | $398,310 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $55,632 |
| Other income not declared elsewhere | 2019-12-31 | $55,671 |
| Total non interest bearing cash at end of year | 2019-12-31 | $92,668 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $11,846 |
| 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 | $4,423,269 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $20,149,627 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,726,358 |
| 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 | $34,296 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,592,058 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,498,737 |
| Interest on participant loans | 2019-12-31 | $24,273 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,701,915 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,454,724 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,266,363 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $21,933 |
| 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 | $875,565 |
| Employer contributions (assets) at end of year | 2019-12-31 | $389,764 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $362,741 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,222,211 |
| Contract administrator fees | 2019-12-31 | $39,189 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2019-12-31 | 043499945 |
| 2018 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $863,860 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $750,402 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $675,419 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,731,910 |
| Value of total assets at end of year | 2018-12-31 | $15,726,358 |
| Value of total assets at beginning of year | 2018-12-31 | $15,612,900 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $74,983 |
| Total interest from all sources | 2018-12-31 | $22,146 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,251,685 |
| 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 | $1,251,685 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $8,000,000 |
| 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 | $931,391 |
| Participant contributions at end of year | 2018-12-31 | $398,310 |
| Participant contributions at beginning of year | 2018-12-31 | $343,546 |
| Total non interest bearing cash at end of year | 2018-12-31 | $11,846 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $7,615 |
| 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 | $113,458 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,726,358 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $15,612,900 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $18,670 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $13,498,737 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,728,512 |
| Interest on participant loans | 2018-12-31 | $22,146 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,454,724 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,184,462 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,156,960 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $15,079 |
| 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 | $800,519 |
| Employer contributions (assets) at end of year | 2018-12-31 | $362,741 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $348,765 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $675,419 |
| Contract administrator fees | 2018-12-31 | $56,313 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2018-12-31 | 043499945 |
| 2017 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $318,457 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $5,167,798 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,084,105 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,022,431 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,228,497 |
| Value of total assets at end of year | 2017-12-31 | $15,612,900 |
| Value of total assets at beginning of year | 2017-12-31 | $11,210,750 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $61,674 |
| Total interest from all sources | 2017-12-31 | $18,440 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $714,659 |
| 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 | $714,659 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $8,000,000 |
| 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 | $813,153 |
| Participant contributions at end of year | 2017-12-31 | $343,546 |
| Participant contributions at beginning of year | 2017-12-31 | $349,035 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,141 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,659,419 |
| Total non interest bearing cash at end of year | 2017-12-31 | $7,615 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $15,148 |
| 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 | $4,083,693 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $15,612,900 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,210,750 |
| 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 | $29,131 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $13,728,512 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,443,487 |
| Interest on participant loans | 2017-12-31 | $18,440 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,184,462 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,099,479 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,164,372 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $41,830 |
| 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 | $755,925 |
| Employer contributions (assets) at end of year | 2017-12-31 | $348,765 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $302,460 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,022,431 |
| Contract administrator fees | 2017-12-31 | $32,543 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2017-12-31 | 043499945 |
| 2016 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,124,054 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $897,749 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $841,584 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,431,429 |
| Value of total assets at end of year | 2016-12-31 | $11,210,750 |
| Value of total assets at beginning of year | 2016-12-31 | $9,984,445 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $56,165 |
| Total interest from all sources | 2016-12-31 | $16,496 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $386,296 |
| 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 | $386,296 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $8,000,000 |
| 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 | $682,225 |
| Participant contributions at end of year | 2016-12-31 | $349,035 |
| Participant contributions at beginning of year | 2016-12-31 | $342,931 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $22,234 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,141 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,126 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $77,685 |
| Total non interest bearing cash at end of year | 2016-12-31 | $15,148 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $21,379 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,226,305 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,210,750 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,984,445 |
| 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 | $25,007 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,443,487 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,122,871 |
| Interest on participant loans | 2016-12-31 | $16,496 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,099,479 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,185,484 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $281,238 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $8,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $671,519 |
| Employer contributions (assets) at end of year | 2016-12-31 | $302,460 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $288,420 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $841,584 |
| Contract administrator fees | 2016-12-31 | $31,158 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2016-12-31 | 043499945 |
| 2015 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,134,565 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $374,193 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $325,678 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,240,889 |
| Value of total assets at end of year | 2015-12-31 | $9,984,445 |
| Value of total assets at beginning of year | 2015-12-31 | $9,224,073 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $48,515 |
| Total interest from all sources | 2015-12-31 | $16,556 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $581,156 |
| 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 | $581,156 |
| Administrative expenses professional fees incurred | 2015-12-31 | $2,537 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $8,000,000 |
| 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 | $584,495 |
| Participant contributions at end of year | 2015-12-31 | $342,931 |
| Participant contributions at beginning of year | 2015-12-31 | $311,202 |
| Participant contributions at end of year | 2015-12-31 | $22,234 |
| Participant contributions at beginning of year | 2015-12-31 | $19,706 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,126 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $3,823 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $58,747 |
| Total non interest bearing cash at end of year | 2015-12-31 | $21,379 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $11,089 |
| 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 | $760,372 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,984,445 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,224,073 |
| 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 | $17,317 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,122,871 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,541,160 |
| Interest on participant loans | 2015-12-31 | $16,556 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,185,484 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,068,529 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-695,900 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-8,136 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $597,647 |
| Employer contributions (assets) at end of year | 2015-12-31 | $288,420 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $268,564 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $325,678 |
| Contract administrator fees | 2015-12-31 | $28,661 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2015-12-31 | 043499945 |
| 2014 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,564,669 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $359,368 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $313,201 |
| Value of total corrective distributions | 2014-12-31 | $493 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,138,502 |
| Value of total assets at end of year | 2014-12-31 | $9,224,073 |
| Value of total assets at beginning of year | 2014-12-31 | $8,018,772 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $45,674 |
| Total interest from all sources | 2014-12-31 | $11,445 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $495,208 |
| 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 | $495,208 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $8,000,000 |
| 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 | $534,292 |
| Participant contributions at end of year | 2014-12-31 | $311,202 |
| Participant contributions at beginning of year | 2014-12-31 | $226,510 |
| Participant contributions at end of year | 2014-12-31 | $19,706 |
| Participant contributions at beginning of year | 2014-12-31 | $18,068 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $3,823 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $48,526 |
| Total non interest bearing cash at end of year | 2014-12-31 | $11,089 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $9,267 |
| 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 | $1,205,301 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,224,073 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,018,772 |
| 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 | $19,146 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,541,160 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,465,905 |
| Interest on participant loans | 2014-12-31 | $11,445 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,068,529 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,018,358 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-91,649 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $11,163 |
| 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 | $555,684 |
| Employer contributions (assets) at end of year | 2014-12-31 | $268,564 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $280,664 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $313,201 |
| Contract administrator fees | 2014-12-31 | $26,528 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2014-12-31 | 043499945 |
| 2013 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $2,243,556 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $474,702 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $422,526 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,113,629 |
| Value of total assets at end of year | 2013-12-31 | $8,018,772 |
| Value of total assets at beginning of year | 2013-12-31 | $6,249,918 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $52,176 |
| Total interest from all sources | 2013-12-31 | $11,411 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $233,926 |
| 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 | $233,926 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $8,000,000 |
| 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 | $535,406 |
| Participant contributions at end of year | 2013-12-31 | $226,510 |
| Participant contributions at beginning of year | 2013-12-31 | $248,759 |
| Participant contributions at end of year | 2013-12-31 | $18,068 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,448 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
| Total non interest bearing cash at end of year | 2013-12-31 | $9,267 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $15,669 |
| 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 | $1,768,854 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,018,772 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,249,918 |
| 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 | $27,796 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,465,905 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,822,425 |
| Interest on participant loans | 2013-12-31 | $11,411 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,018,358 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $903,337 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $896,477 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $-11,887 |
| 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 | $575,775 |
| Employer contributions (assets) at end of year | 2013-12-31 | $280,664 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $259,728 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $422,526 |
| Contract administrator fees | 2013-12-31 | $24,380 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2013-12-31 | 043499945 |
| 2012 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,657,960 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $680,342 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $655,752 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,077,996 |
| Value of total assets at end of year | 2012-12-31 | $6,249,918 |
| Value of total assets at beginning of year | 2012-12-31 | $5,272,300 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $24,590 |
| Total interest from all sources | 2012-12-31 | $9,288 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $126,490 |
| 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 | $126,490 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $8,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $525,486 |
| Participant contributions at end of year | 2012-12-31 | $248,759 |
| Participant contributions at beginning of year | 2012-12-31 | $195,002 |
| Total non interest bearing cash at end of year | 2012-12-31 | $15,669 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
| 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 | $977,618 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,249,918 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,272,300 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,822,425 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,943,650 |
| Interest on participant loans | 2012-12-31 | $9,288 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $903,337 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $883,204 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $436,062 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $8,124 |
| 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 | $552,510 |
| Employer contributions (assets) at end of year | 2012-12-31 | $259,728 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $250,444 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $655,752 |
| Contract administrator fees | 2012-12-31 | $24,590 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2012-12-31 | 043499945 |
| 2011 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,061,137 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $162,636 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $151,245 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,112,162 |
| Value of total assets at end of year | 2011-12-31 | $5,272,300 |
| Value of total assets at beginning of year | 2011-12-31 | $4,373,799 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $11,391 |
| Total interest from all sources | 2011-12-31 | $5,475 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $113,407 |
| 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 | $113,407 |
| Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $8,000,000 |
| 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 | $506,769 |
| Participant contributions at end of year | 2011-12-31 | $195,002 |
| Participant contributions at beginning of year | 2011-12-31 | $123,204 |
| Participant contributions at end of year | 2011-12-31 | $0 |
| Participant contributions at beginning of year | 2011-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $20,137 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2011-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
| Other income not declared elsewhere | 2011-12-31 | $0 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
| Total non interest bearing cash at end of year | 2011-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
| 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 |
| Income. Non cash contributions | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $898,501 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,272,300 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,373,799 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
| Investment advisory and management fees | 2011-12-31 | $7,807 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,943,650 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,386,218 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
| Interest on participant loans | 2011-12-31 | $5,475 |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $883,204 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $625,920 |
| Asset value of US Government securities at end of year | 2011-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-199,810 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $29,903 |
| 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 |
| Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2011-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2011-12-31 | $0 |
| Contributions received in cash from employer | 2011-12-31 | $585,256 |
| Employer contributions (assets) at end of year | 2011-12-31 | $250,444 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $238,457 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $151,245 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
| Contract administrator fees | 2011-12-31 | $3,584 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
| 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 |
| Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2011-12-31 | 043499945 |
| 2010 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $1,585,440 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $272,430 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $270,636 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of total corrective distributions | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,177,008 |
| Value of total assets at end of year | 2010-12-31 | $4,373,799 |
| Value of total assets at beginning of year | 2010-12-31 | $3,060,789 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,794 |
| Total income from rents | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $20,810 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $48,292 |
| 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 | $48,292 |
| Administrative expenses professional fees incurred | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $8,000,000 |
| 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 |
| Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $0 |
| Contributions received from participants | 2010-12-31 | $469,019 |
| Participant contributions at end of year | 2010-12-31 | $123,204 |
| Participant contributions at beginning of year | 2010-12-31 | $67,866 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $67,615 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
| Other income not declared elsewhere | 2010-12-31 | $0 |
| Administrative expenses (other) incurred | 2010-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
| 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 | $1,313,010 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,373,799 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,060,789 |
| 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 |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2010-12-31 | $0 |
| Investment advisory and management fees | 2010-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,386,218 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,349,933 |
| Interest on participant loans | 2010-12-31 | $4,947 |
| Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
| Interest earned on other investments | 2010-12-31 | $15,863 |
| Income. Interest from US Government securities | 2010-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $625,920 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $404,405 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $339,330 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
| 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 | Yes |
| 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 | $640,374 |
| Employer contributions (assets) at end of year | 2010-12-31 | $238,457 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $238,585 |
| Income. Dividends from preferred stock | 2010-12-31 | $0 |
| Income. Dividends from common stock | 2010-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $270,636 |
| Contract administrator fees | 2010-12-31 | $1,794 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
| 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 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2010-12-31 | 043499945 |
| 2009 : MID-HUDSON VALLEY FEDERAL CREDIT UNION 401K 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 |
