SUMMIT FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total income from all sources (including contributions) | 2023-06-30 | $4,153,582 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $2,246,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $2,138,680 |
| Expenses. Certain deemed distributions of participant loans | 2023-06-30 | $35,209 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $1,479,530 |
| Value of total assets at end of year | 2023-06-30 | $23,409,085 |
| Value of total assets at beginning of year | 2023-06-30 | $21,501,968 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $72,576 |
| Total interest from all sources | 2023-06-30 | $32,751 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $232,751 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $232,751 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $1,147,275 |
| Participant contributions at end of year | 2023-06-30 | $475,341 |
| Participant contributions at beginning of year | 2023-06-30 | $513,157 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $101,432 |
| Other income not declared elsewhere | 2023-06-30 | $-561 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $1,907,117 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $23,409,085 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $21,501,968 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $12,190,016 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $11,532,915 |
| Value of interest in pooled separate accounts at end of year | 2023-06-30 | $4,677,990 |
| Value of interest in pooled separate accounts at beginning of year | 2023-06-30 | $4,323,037 |
| Interest on participant loans | 2023-06-30 | $32,751 |
| Value of interest in common/collective trusts at end of year | 2023-06-30 | $6,065,738 |
| Value of interest in common/collective trusts at beginning of year | 2023-06-30 | $5,132,859 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $1,390,081 |
| Net investment gain/loss from pooled separate accounts | 2023-06-30 | $470,126 |
| Net investment gain or loss from common/collective trusts | 2023-06-30 | $548,904 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $230,823 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $2,138,680 |
| Contract administrator fees | 2023-06-30 | $72,576 |
| Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2023-06-30 | 161131146 |
| 2022 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total income from all sources (including contributions) | 2022-07-01 | $4,153,582 |
| Total loss/gain on sale of assets | 2022-07-01 | $0 |
| Total of all expenses incurred | 2022-07-01 | $2,246,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $2,138,680 |
| Expenses. Certain deemed distributions of participant loans | 2022-07-01 | $35,209 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $1,479,530 |
| Value of total assets at end of year | 2022-07-01 | $23,409,085 |
| Value of total assets at beginning of year | 2022-07-01 | $21,501,968 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $72,576 |
| Total interest from all sources | 2022-07-01 | $32,751 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $232,751 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-01 | $232,751 |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $1,147,275 |
| Participant contributions at end of year | 2022-07-01 | $475,341 |
| Participant contributions at beginning of year | 2022-07-01 | $513,157 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-01 | $101,432 |
| Other income not declared elsewhere | 2022-07-01 | $-561 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $1,907,117 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $23,409,085 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $21,501,968 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $12,190,016 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $11,532,915 |
| Value of interest in pooled separate accounts at end of year | 2022-07-01 | $4,677,990 |
| Value of interest in pooled separate accounts at beginning of year | 2022-07-01 | $4,323,037 |
| Interest on participant loans | 2022-07-01 | $32,751 |
| Value of interest in common/collective trusts at end of year | 2022-07-01 | $6,065,738 |
| Value of interest in common/collective trusts at beginning of year | 2022-07-01 | $5,132,859 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-01 | $1,390,081 |
| Net investment gain/loss from pooled separate accounts | 2022-07-01 | $470,126 |
| Net investment gain or loss from common/collective trusts | 2022-07-01 | $548,904 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Contributions received in cash from employer | 2022-07-01 | $230,823 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $2,138,680 |
| Contract administrator fees | 2022-07-01 | $72,576 |
| Did the plan have assets held for investment | 2022-07-01 | 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 | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2022-07-01 | 161131146 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $-1,815,406 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $1,113,623 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $1,035,248 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $1,491,790 |
| Value of total assets at end of year | 2022-06-30 | $21,501,968 |
| Value of total assets at beginning of year | 2022-06-30 | $24,430,997 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $78,375 |
| Total interest from all sources | 2022-06-30 | $33,191 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $218,966 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $218,966 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $1,159,415 |
| Participant contributions at end of year | 2022-06-30 | $513,157 |
| Participant contributions at beginning of year | 2022-06-30 | $549,869 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $97,345 |
| Other income not declared elsewhere | 2022-06-30 | $7 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-2,929,029 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $21,501,968 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $24,430,997 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $11,532,915 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $11,312,697 |
| Value of interest in pooled separate accounts at end of year | 2022-06-30 | $4,323,037 |
| Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $6,745,312 |
| Interest on participant loans | 2022-06-30 | $33,191 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $5,132,859 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $5,823,119 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-2,034,961 |
| Net investment gain/loss from pooled separate accounts | 2022-06-30 | $-852,945 |
| Net investment gain or loss from common/collective trusts | 2022-06-30 | $-671,454 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $235,030 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $1,035,248 |
| Contract administrator fees | 2022-06-30 | $78,375 |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2022-06-30 | 161131146 |
| 2021 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total income from all sources (including contributions) | 2021-06-30 | $7,099,474 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $2,146,632 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $2,086,670 |
| Expenses. Certain deemed distributions of participant loans | 2021-06-30 | $-17,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $1,351,925 |
| Value of total assets at end of year | 2021-06-30 | $24,430,997 |
| Value of total assets at beginning of year | 2021-06-30 | $19,478,155 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $77,738 |
| Total interest from all sources | 2021-06-30 | $36,567 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $179,476 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $179,476 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $1,046,544 |
| Participant contributions at end of year | 2021-06-30 | $549,869 |
| Participant contributions at beginning of year | 2021-06-30 | $663,009 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $76,743 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $4,952,842 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $24,430,997 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $19,478,155 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $11,312,697 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $7,112,614 |
| Value of interest in pooled separate accounts at end of year | 2021-06-30 | $6,745,312 |
| Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $5,830,195 |
| Interest on participant loans | 2021-06-30 | $36,567 |
| Value of interest in common/collective trusts at end of year | 2021-06-30 | $5,823,119 |
| Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $5,872,337 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $2,603,544 |
| Net investment gain/loss from pooled separate accounts | 2021-06-30 | $1,797,743 |
| Net investment gain or loss from common/collective trusts | 2021-06-30 | $1,130,219 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $228,638 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $2,086,670 |
| Contract administrator fees | 2021-06-30 | $77,738 |
| Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | BONADIO AND COMPANY, LLP |
| Accountancy firm EIN | 2021-06-30 | 161131146 |
| 2020 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total transfer of assets to this plan | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $2,198,089 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $708,028 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $629,133 |
| Expenses. Certain deemed distributions of participant loans | 2020-06-30 | $0 |
| Value of total corrective distributions | 2020-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $1,546,099 |
| Value of total assets at end of year | 2020-06-30 | $19,478,155 |
| Value of total assets at beginning of year | 2020-06-30 | $17,988,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $78,895 |
| Total income from rents | 2020-06-30 | $0 |
| Total interest from all sources | 2020-06-30 | $36,049 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $150,212 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $150,212 |
| Administrative expenses professional fees incurred | 2020-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2020-06-30 | $0 |
| Contributions received from participants | 2020-06-30 | $1,011,386 |
| Participant contributions at end of year | 2020-06-30 | $663,009 |
| Participant contributions at beginning of year | 2020-06-30 | $520,820 |
| Participant contributions at end of year | 2020-06-30 | $0 |
| Participant contributions at beginning of year | 2020-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $305,532 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-06-30 | $0 |
| Other income not declared elsewhere | 2020-06-30 | $72 |
| Administrative expenses (other) incurred | 2020-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $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 | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $1,490,061 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $19,478,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $17,988,094 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | 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 | 2020-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-06-30 | $0 |
| Investment advisory and management fees | 2020-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $7,112,614 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $7,092,603 |
| Value of interest in pooled separate accounts at end of year | 2020-06-30 | $5,830,195 |
| Value of interest in pooled separate accounts at beginning of year | 2020-06-30 | $5,375,964 |
| Interest on participant loans | 2020-06-30 | $36,049 |
| Income. Interest from loans (other than to participants) | 2020-06-30 | $0 |
| Interest earned on other investments | 2020-06-30 | $0 |
| Income. Interest from US Government securities | 2020-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2020-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2020-06-30 | $5,872,337 |
| Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $4,998,707 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-70,577 |
| Net investment gain/loss from pooled separate accounts | 2020-06-30 | $368,333 |
| Net investment gain or loss from common/collective trusts | 2020-06-30 | $167,901 |
| Net gain/loss from 103.12 investment entities | 2020-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $229,181 |
| Employer contributions (assets) at end of year | 2020-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $0 |
| Income. Dividends from preferred stock | 2020-06-30 | $0 |
| Income. Dividends from common stock | 2020-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $629,133 |
| Contract administrator fees | 2020-06-30 | $78,895 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-06-30 | $0 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Aggregate proceeds on sale of assets | 2020-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | BONADIO AND COMPANY, LLP |
| Accountancy firm EIN | 2020-06-30 | 161131146 |
| 2019 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total transfer of assets to this plan | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
| Total income from all sources (including contributions) | 2019-06-30 | $2,475,800 |
| Total loss/gain on sale of assets | 2019-06-30 | $0 |
| Total of all expenses incurred | 2019-06-30 | $1,471,621 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $1,377,494 |
| Expenses. Certain deemed distributions of participant loans | 2019-06-30 | $17,776 |
| Value of total corrective distributions | 2019-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $1,267,156 |
| Value of total assets at end of year | 2019-06-30 | $17,988,094 |
| Value of total assets at beginning of year | 2019-06-30 | $16,983,915 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $76,351 |
| Total income from rents | 2019-06-30 | $0 |
| Total interest from all sources | 2019-06-30 | $34,769 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $159,892 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $159,892 |
| Administrative expenses professional fees incurred | 2019-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2019-06-30 | $0 |
| Contributions received from participants | 2019-06-30 | $929,191 |
| Participant contributions at end of year | 2019-06-30 | $520,820 |
| Participant contributions at beginning of year | 2019-06-30 | $574,910 |
| Participant contributions at end of year | 2019-06-30 | $0 |
| Participant contributions at beginning of year | 2019-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $128,689 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-06-30 | $77 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $0 |
| Other income not declared elsewhere | 2019-06-30 | $0 |
| Administrative expenses (other) incurred | 2019-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $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 | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $1,004,179 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $17,988,094 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $16,983,915 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | 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 | 2019-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-06-30 | $0 |
| Investment advisory and management fees | 2019-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $7,092,603 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $7,419,356 |
| Value of interest in pooled separate accounts at end of year | 2019-06-30 | $5,375,964 |
| Value of interest in pooled separate accounts at beginning of year | 2019-06-30 | $4,709,864 |
| Interest on participant loans | 2019-06-30 | $34,769 |
| Income. Interest from loans (other than to participants) | 2019-06-30 | $0 |
| Interest earned on other investments | 2019-06-30 | $0 |
| Income. Interest from US Government securities | 2019-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2019-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-06-30 | $4,998,707 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $4,279,785 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $248,814 |
| Net investment gain/loss from pooled separate accounts | 2019-06-30 | $541,480 |
| Net investment gain or loss from common/collective trusts | 2019-06-30 | $223,689 |
| Net gain/loss from 103.12 investment entities | 2019-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $209,276 |
| Employer contributions (assets) at end of year | 2019-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $0 |
| Income. Dividends from preferred stock | 2019-06-30 | $0 |
| Income. Dividends from common stock | 2019-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $1,377,417 |
| Contract administrator fees | 2019-06-30 | $76,351 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $0 |
| Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | BONADIO AND COMPANY, LLP |
| Accountancy firm EIN | 2019-06-30 | 161131146 |
| 2018 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total transfer of assets to this plan | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $2,988,638 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $1,379,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $1,317,842 |
| Expenses. Certain deemed distributions of participant loans | 2018-06-30 | $0 |
| Value of total corrective distributions | 2018-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $1,396,843 |
| Value of total assets at end of year | 2018-06-30 | $16,983,915 |
| Value of total assets at beginning of year | 2018-06-30 | $15,374,602 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $61,483 |
| Total income from rents | 2018-06-30 | $0 |
| Total interest from all sources | 2018-06-30 | $28,158 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $133,300 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $133,300 |
| Administrative expenses professional fees incurred | 2018-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2018-06-30 | $0 |
| Contributions received from participants | 2018-06-30 | $892,891 |
| Participant contributions at end of year | 2018-06-30 | $574,910 |
| Participant contributions at beginning of year | 2018-06-30 | $430,625 |
| Participant contributions at end of year | 2018-06-30 | $0 |
| Participant contributions at beginning of year | 2018-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $301,749 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $0 |
| Other income not declared elsewhere | 2018-06-30 | $0 |
| Administrative expenses (other) incurred | 2018-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $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 | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $1,609,313 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $16,983,915 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $15,374,602 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | 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 | 2018-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-06-30 | $0 |
| Investment advisory and management fees | 2018-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $7,419,356 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $4,801,786 |
| Value of interest in pooled separate accounts at end of year | 2018-06-30 | $4,709,864 |
| Value of interest in pooled separate accounts at beginning of year | 2018-06-30 | $9,568,340 |
| Interest on participant loans | 2018-06-30 | $28,158 |
| Income. Interest from loans (other than to participants) | 2018-06-30 | $0 |
| Interest earned on other investments | 2018-06-30 | $0 |
| Income. Interest from US Government securities | 2018-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2018-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $4,279,785 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $573,851 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $527,166 |
| Net investment gain/loss from pooled separate accounts | 2018-06-30 | $778,735 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $124,436 |
| Net gain/loss from 103.12 investment entities | 2018-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $202,203 |
| Employer contributions (assets) at end of year | 2018-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $0 |
| Income. Dividends from preferred stock | 2018-06-30 | $0 |
| Income. Dividends from common stock | 2018-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $1,317,842 |
| Contract administrator fees | 2018-06-30 | $61,483 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-06-30 | $0 |
| Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | BONADIO AND COMPANY, LLP |
| Accountancy firm EIN | 2018-06-30 | 161131146 |
| 2017 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total transfer of assets to this plan | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total income from all sources (including contributions) | 2017-06-30 | $3,218,604 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $1,128,640 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $1,111,909 |
| Expenses. Certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of total corrective distributions | 2017-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $1,263,763 |
| Value of total assets at end of year | 2017-06-30 | $15,374,602 |
| Value of total assets at beginning of year | 2017-06-30 | $13,284,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $16,731 |
| Total income from rents | 2017-06-30 | $0 |
| Total interest from all sources | 2017-06-30 | $22,772 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $67,317 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $67,317 |
| Administrative expenses professional fees incurred | 2017-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2017-06-30 | $0 |
| Contributions received from participants | 2017-06-30 | $830,938 |
| Participant contributions at end of year | 2017-06-30 | $430,625 |
| Participant contributions at beginning of year | 2017-06-30 | $412,949 |
| Participant contributions at end of year | 2017-06-30 | $0 |
| Participant contributions at beginning of year | 2017-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $255,396 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-06-30 | $1 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $0 |
| Other income not declared elsewhere | 2017-06-30 | $6 |
| Administrative expenses (other) incurred | 2017-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $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 | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $2,089,964 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $15,374,602 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $13,284,638 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | 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 | 2017-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-06-30 | $0 |
| Investment advisory and management fees | 2017-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $4,801,786 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $4,269,550 |
| Value of interest in pooled separate accounts at end of year | 2017-06-30 | $9,568,340 |
| Value of interest in pooled separate accounts at beginning of year | 2017-06-30 | $7,945,230 |
| Interest on participant loans | 2017-06-30 | $22,772 |
| Income. Interest from loans (other than to participants) | 2017-06-30 | $0 |
| Interest earned on other investments | 2017-06-30 | $0 |
| Income. Interest from US Government securities | 2017-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2017-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $573,851 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $656,909 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $659,727 |
| Net investment gain/loss from pooled separate accounts | 2017-06-30 | $1,208,993 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $-3,974 |
| Net gain/loss from 103.12 investment entities | 2017-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $177,429 |
| Employer contributions (assets) at end of year | 2017-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $0 |
| Income. Dividends from preferred stock | 2017-06-30 | $0 |
| Income. Dividends from common stock | 2017-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $1,111,908 |
| Contract administrator fees | 2017-06-30 | $16,731 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-06-30 | $0 |
| Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | BONADIO AND COMPANY, LLP |
| Accountancy firm EIN | 2017-06-30 | 161131146 |
| 2016 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total transfer of assets to this plan | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total income from all sources (including contributions) | 2016-06-30 | $1,129,313 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $1,115,694 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $1,100,361 |
| Expenses. Certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of total corrective distributions | 2016-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,106,030 |
| Value of total assets at end of year | 2016-06-30 | $13,284,638 |
| Value of total assets at beginning of year | 2016-06-30 | $13,271,019 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $15,333 |
| Total income from rents | 2016-06-30 | $0 |
| Total interest from all sources | 2016-06-30 | $22,072 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $59,950 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $59,950 |
| Administrative expenses professional fees incurred | 2016-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2016-06-30 | $0 |
| Contributions received from participants | 2016-06-30 | $833,318 |
| Participant contributions at end of year | 2016-06-30 | $412,949 |
| Participant contributions at beginning of year | 2016-06-30 | $452,407 |
| Participant contributions at end of year | 2016-06-30 | $0 |
| Participant contributions at beginning of year | 2016-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $81,083 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $0 |
| Other income not declared elsewhere | 2016-06-30 | $1 |
| Administrative expenses (other) incurred | 2016-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $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 | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $13,619 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $13,284,638 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $13,271,019 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | 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 | 2016-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-06-30 | $0 |
| Investment advisory and management fees | 2016-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $4,269,550 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $4,087,948 |
| Value of interest in pooled separate accounts at end of year | 2016-06-30 | $7,945,230 |
| Value of interest in pooled separate accounts at beginning of year | 2016-06-30 | $8,031,901 |
| Interest on participant loans | 2016-06-30 | $22,072 |
| Income. Interest from loans (other than to participants) | 2016-06-30 | $0 |
| Interest earned on other investments | 2016-06-30 | $0 |
| Income. Interest from US Government securities | 2016-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2016-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $656,909 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $698,763 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-3,739 |
| Net investment gain/loss from pooled separate accounts | 2016-06-30 | $-68,066 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $13,065 |
| Net gain/loss from 103.12 investment entities | 2016-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $191,629 |
| Employer contributions (assets) at end of year | 2016-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $0 |
| Income. Dividends from preferred stock | 2016-06-30 | $0 |
| Income. Dividends from common stock | 2016-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $1,100,361 |
| Contract administrator fees | 2016-06-30 | $15,333 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $0 |
| Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | BONADIO & COMPANY, LLP |
| Accountancy firm EIN | 2016-06-30 | 161131146 |
| 2015 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
| Total transfer of assets to this plan | 2015-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total income from all sources (including contributions) | 2015-06-30 | $1,611,316 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $569,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $551,891 |
| Expenses. Certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of total corrective distributions | 2015-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,104,203 |
| Value of total assets at end of year | 2015-06-30 | $13,271,019 |
| Value of total assets at beginning of year | 2015-06-30 | $12,229,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $17,795 |
| Total income from rents | 2015-06-30 | $0 |
| Total interest from all sources | 2015-06-30 | $22,360 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $50,558 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $50,558 |
| Administrative expenses professional fees incurred | 2015-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2015-06-30 | $0 |
| Contributions received from participants | 2015-06-30 | $848,264 |
| Participant contributions at end of year | 2015-06-30 | $452,407 |
| Participant contributions at beginning of year | 2015-06-30 | $412,826 |
| Participant contributions at end of year | 2015-06-30 | $0 |
| Participant contributions at beginning of year | 2015-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $62,205 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $0 |
| Other income not declared elsewhere | 2015-06-30 | $179 |
| Administrative expenses (other) incurred | 2015-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $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 | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $1,041,630 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $13,271,019 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $12,229,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | 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 | 2015-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-06-30 | $0 |
| Investment advisory and management fees | 2015-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $4,087,948 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $3,564,876 |
| Value of interest in pooled separate accounts at end of year | 2015-06-30 | $8,031,901 |
| Value of interest in pooled separate accounts at beginning of year | 2015-06-30 | $7,503,016 |
| Interest on participant loans | 2015-06-30 | $22,360 |
| Income. Interest from loans (other than to participants) | 2015-06-30 | $0 |
| Interest earned on other investments | 2015-06-30 | $0 |
| Income. Interest from US Government securities | 2015-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2015-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $698,763 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $748,671 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $95,739 |
| Net investment gain/loss from pooled separate accounts | 2015-06-30 | $334,888 |
| Net investment gain or loss from common/collective trusts | 2015-06-30 | $3,389 |
| Net gain/loss from 103.12 investment entities | 2015-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $193,734 |
| Employer contributions (assets) at end of year | 2015-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $0 |
| Income. Dividends from preferred stock | 2015-06-30 | $0 |
| Income. Dividends from common stock | 2015-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $551,891 |
| Contract administrator fees | 2015-06-30 | $17,795 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $0 |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | BONADIO AND CO LLP |
| Accountancy firm EIN | 2015-06-30 | 161131146 |
| 2014 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total transfer of assets to this plan | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $2,772,197 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $711,136 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $692,974 |
| Expenses. Certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of total corrective distributions | 2014-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $921,360 |
| Value of total assets at end of year | 2014-06-30 | $12,229,389 |
| Value of total assets at beginning of year | 2014-06-30 | $10,168,328 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $18,162 |
| Total income from rents | 2014-06-30 | $0 |
| Total interest from all sources | 2014-06-30 | $19,537 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $44,947 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $44,947 |
| Administrative expenses professional fees incurred | 2014-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2014-06-30 | $0 |
| Contributions received from participants | 2014-06-30 | $712,667 |
| Participant contributions at end of year | 2014-06-30 | $412,826 |
| Participant contributions at beginning of year | 2014-06-30 | $306,958 |
| Participant contributions at end of year | 2014-06-30 | $0 |
| Participant contributions at beginning of year | 2014-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $36,777 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-06-30 | $331 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $0 |
| Other income not declared elsewhere | 2014-06-30 | $47 |
| Administrative expenses (other) incurred | 2014-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $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 | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $2,061,061 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $12,229,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $10,168,328 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | 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 | 2014-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-06-30 | $0 |
| Investment advisory and management fees | 2014-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $3,564,876 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $3,064,202 |
| Value of interest in pooled separate accounts at end of year | 2014-06-30 | $7,503,016 |
| Value of interest in pooled separate accounts at beginning of year | 2014-06-30 | $6,124,763 |
| Interest on participant loans | 2014-06-30 | $19,537 |
| Income. Interest from loans (other than to participants) | 2014-06-30 | $0 |
| Interest earned on other investments | 2014-06-30 | $0 |
| Income. Interest from US Government securities | 2014-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2014-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $748,671 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $672,405 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $555,605 |
| Net investment gain/loss from pooled separate accounts | 2014-06-30 | $1,220,397 |
| Net investment gain or loss from common/collective trusts | 2014-06-30 | $10,304 |
| Net gain/loss from 103.12 investment entities | 2014-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $171,916 |
| Employer contributions (assets) at end of year | 2014-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $0 |
| Income. Dividends from preferred stock | 2014-06-30 | $0 |
| Income. Dividends from common stock | 2014-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $692,643 |
| Contract administrator fees | 2014-06-30 | $18,162 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $0 |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | BONADIO AND CO LLP |
| Accountancy firm EIN | 2014-06-30 | 161131146 |
| 2013 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
| Total transfer of assets to this plan | 2013-06-30 | $0 |
| Total transfer of assets from this plan | 2013-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total income from all sources (including contributions) | 2013-06-30 | $2,291,760 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $702,653 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $686,719 |
| Expenses. Certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of total corrective distributions | 2013-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,064,091 |
| Value of total assets at end of year | 2013-06-30 | $10,168,328 |
| Value of total assets at beginning of year | 2013-06-30 | $8,579,221 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $15,934 |
| Total income from rents | 2013-06-30 | $0 |
| Total interest from all sources | 2013-06-30 | $16,374 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $50,929 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $50,929 |
| Administrative expenses professional fees incurred | 2013-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2013-06-30 | $0 |
| Contributions received from participants | 2013-06-30 | $753,173 |
| Participant contributions at end of year | 2013-06-30 | $306,958 |
| Participant contributions at beginning of year | 2013-06-30 | $328,002 |
| Participant contributions at end of year | 2013-06-30 | $0 |
| Participant contributions at beginning of year | 2013-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $130,718 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $0 |
| Other income not declared elsewhere | 2013-06-30 | $0 |
| Administrative expenses (other) incurred | 2013-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $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 | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $1,589,107 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $10,168,328 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $8,579,221 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | 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 | 2013-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-06-30 | $0 |
| Investment advisory and management fees | 2013-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $3,064,202 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $2,597,507 |
| Value of interest in pooled separate accounts at end of year | 2013-06-30 | $6,124,763 |
| Value of interest in pooled separate accounts at beginning of year | 2013-06-30 | $5,010,518 |
| Interest on participant loans | 2013-06-30 | $16,374 |
| Income. Interest from loans (other than to participants) | 2013-06-30 | $0 |
| Interest earned on other investments | 2013-06-30 | $0 |
| Income. Interest from US Government securities | 2013-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2013-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $672,405 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $643,194 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $415,953 |
| Net investment gain/loss from pooled separate accounts | 2013-06-30 | $748,179 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $-3,766 |
| Net gain/loss from 103.12 investment entities | 2013-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $180,200 |
| Employer contributions (assets) at end of year | 2013-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $0 |
| Income. Dividends from preferred stock | 2013-06-30 | $0 |
| Income. Dividends from common stock | 2013-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $686,719 |
| Contract administrator fees | 2013-06-30 | $15,934 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $0 |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | INSERO AND COMPANY |
| Accountancy firm EIN | 2013-06-30 | 161016457 |
| 2012 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
| Total transfer of assets to this plan | 2012-06-30 | $0 |
| Total transfer of assets from this plan | 2012-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $919,420 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $399,569 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $385,179 |
| Expenses. Certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of total corrective distributions | 2012-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $891,665 |
| Value of total assets at end of year | 2012-06-30 | $8,579,221 |
| Value of total assets at beginning of year | 2012-06-30 | $8,059,370 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $14,390 |
| Total income from rents | 2012-06-30 | $0 |
| Total interest from all sources | 2012-06-30 | $15,127 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $44,486 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $44,486 |
| Administrative expenses professional fees incurred | 2012-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2012-06-30 | $0 |
| Contributions received from participants | 2012-06-30 | $711,167 |
| Participant contributions at end of year | 2012-06-30 | $328,002 |
| Participant contributions at beginning of year | 2012-06-30 | $279,441 |
| Participant contributions at end of year | 2012-06-30 | $0 |
| Participant contributions at beginning of year | 2012-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-06-30 | $1,712 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $0 |
| Other income not declared elsewhere | 2012-06-30 | $0 |
| Administrative expenses (other) incurred | 2012-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $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 | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $519,851 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $8,579,221 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $8,059,370 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | 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 | 2012-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-06-30 | $0 |
| Investment advisory and management fees | 2012-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $2,597,507 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $2,486,354 |
| Value of interest in pooled separate accounts at end of year | 2012-06-30 | $5,010,518 |
| Value of interest in pooled separate accounts at beginning of year | 2012-06-30 | $4,710,446 |
| Interest on participant loans | 2012-06-30 | $15,127 |
| Income. Interest from loans (other than to participants) | 2012-06-30 | $0 |
| Interest earned on other investments | 2012-06-30 | $0 |
| Income. Interest from US Government securities | 2012-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2012-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $643,194 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $583,129 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-61,123 |
| Net investment gain/loss from pooled separate accounts | 2012-06-30 | $18,712 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $10,553 |
| Net gain/loss from 103.12 investment entities | 2012-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $180,498 |
| Employer contributions (assets) at end of year | 2012-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $0 |
| Income. Dividends from preferred stock | 2012-06-30 | $0 |
| Income. Dividends from common stock | 2012-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $383,467 |
| Contract administrator fees | 2012-06-30 | $14,390 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $0 |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2012-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | INSERO AND COMPANY |
| Accountancy firm EIN | 2012-06-30 | 161016457 |
| 2011 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-06-30 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $0 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total transfer of assets to this plan | 2011-06-30 | $0 |
| Total transfer of assets from this plan | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $2,374,112 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $210,588 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $197,853 |
| Expenses. Certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of total corrective distributions | 2011-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $947,695 |
| Value of total assets at end of year | 2011-06-30 | $8,059,370 |
| Value of total assets at beginning of year | 2011-06-30 | $5,895,846 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $12,735 |
| Total income from rents | 2011-06-30 | $0 |
| Total interest from all sources | 2011-06-30 | $14,395 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $30,619 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $30,619 |
| Administrative expenses professional fees incurred | 2011-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Amount of non-exempt transactions with any party-in-interest | 2011-06-30 | $0 |
| Contributions received from participants | 2011-06-30 | $759,519 |
| Participant contributions at end of year | 2011-06-30 | $279,441 |
| Participant contributions at beginning of year | 2011-06-30 | $206,146 |
| Participant contributions at end of year | 2011-06-30 | $0 |
| Participant contributions at beginning of year | 2011-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $0 |
| Other income not declared elsewhere | 2011-06-30 | $0 |
| Administrative expenses (other) incurred | 2011-06-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $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 | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $2,163,524 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $8,059,370 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $5,895,846 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | 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 | 2011-06-30 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-06-30 | $0 |
| Investment advisory and management fees | 2011-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $2,486,354 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $1,563,122 |
| Value of interest in pooled separate accounts at end of year | 2011-06-30 | $4,710,446 |
| Value of interest in pooled separate accounts at beginning of year | 2011-06-30 | $3,531,841 |
| Interest on participant loans | 2011-06-30 | $14,395 |
| Income. Interest from loans (other than to participants) | 2011-06-30 | $0 |
| Interest earned on other investments | 2011-06-30 | $0 |
| Income. Interest from US Government securities | 2011-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2011-06-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $583,129 |
| Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $594,737 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $412,398 |
| Net investment gain/loss from pooled separate accounts | 2011-06-30 | $957,296 |
| Net investment gain or loss from common/collective trusts | 2011-06-30 | $11,709 |
| Net gain/loss from 103.12 investment entities | 2011-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $188,176 |
| Employer contributions (assets) at end of year | 2011-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $0 |
| Income. Dividends from preferred stock | 2011-06-30 | $0 |
| Income. Dividends from common stock | 2011-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $197,853 |
| Contract administrator fees | 2011-06-30 | $12,735 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $0 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-06-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | INSERO AND COMPANY |
| Accountancy firm EIN | 2011-06-30 | 161016457 |
| 2010 : THE SUMMIT FEDERAL CREDIT UNION 401(K) PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
