Logo

ESL FEDERAL CREDIT UNION SAVINGS PLAN 401k Plan overview

Plan NameESL FEDERAL CREDIT UNION SAVINGS PLAN
Plan identification number 001

ESL FEDERAL CREDIT UNION SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:ESL FEDERAL CREDIT UNION
Employer identification number (EIN):161490324
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESL FEDERAL CREDIT UNION SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA C MCLAUGHLIN ARLINE L BAYO SANTIAGO2018-10-11
0012016-01-01LISA C. MCLAUGHLIN ARLINE L. BAYO SANTIAGO2017-10-11
0012015-01-01LISA C. MCLAUGHLIN ARLINE L. BAYO SANTIAGO2016-10-14
0012014-01-01LISA C. MCLAUGHLIN DAVID L FIEDLER2015-07-31
0012013-01-01LISA C. MCLAUGHLIN DAVID L. FIEDLER2014-07-31
0012012-01-01LISA C. MCLAUGHLIN DAVID L. FIEDLER2013-10-15
0012011-01-01LISA C. MCLAUGHLIN DAVID L. FIEDLER2012-10-03
0012009-01-01LISA C. MCLAUGHLIN DAVID L. FIEDLER2010-10-07
0012009-01-01LISA C. MCLAUGHLIN DAVID L. FIEDLER2010-10-07

Plan Statistics for ESL FEDERAL CREDIT UNION SAVINGS PLAN

401k plan membership statisitcs for ESL FEDERAL CREDIT UNION SAVINGS PLAN

Measure Date Value
2022: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,177
Total number of active participants reported on line 7a of the Form 55002022-01-01893
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01278
Total of all active and inactive participants2022-01-011,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,183
Number of participants with account balances2022-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,100
Total number of active participants reported on line 7a of the Form 55002021-01-01910
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01265
Total of all active and inactive participants2021-01-011,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,177
Number of participants with account balances2021-01-011,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,056
Total number of active participants reported on line 7a of the Form 55002020-01-01883
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01215
Total of all active and inactive participants2020-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,100
Number of participants with account balances2020-01-011,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01985
Total number of active participants reported on line 7a of the Form 55002019-01-01848
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01207
Total of all active and inactive participants2019-01-011,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,056
Number of participants with account balances2019-01-011,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01937
Total number of active participants reported on line 7a of the Form 55002018-01-01793
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01191
Total of all active and inactive participants2018-01-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01985
Number of participants with account balances2018-01-01964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01916
Total number of active participants reported on line 7a of the Form 55002017-01-01760
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01176
Total of all active and inactive participants2017-01-01937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01937
Number of participants with account balances2017-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01880
Total number of active participants reported on line 7a of the Form 55002016-01-01737
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01178
Total of all active and inactive participants2016-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01916
Number of participants with account balances2016-01-01891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01840
Total number of active participants reported on line 7a of the Form 55002015-01-01695
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01176
Total of all active and inactive participants2015-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01872
Number of participants with account balances2015-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01801
Total number of active participants reported on line 7a of the Form 55002014-01-01681
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01160
Total of all active and inactive participants2014-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01842
Number of participants with account balances2014-01-01810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01781
Total number of active participants reported on line 7a of the Form 55002013-01-01648
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01141
Total of all active and inactive participants2013-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01790
Number of participants with account balances2013-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01771
Total number of active participants reported on line 7a of the Form 55002012-01-01636
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01137
Total of all active and inactive participants2012-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01774
Number of participants with account balances2012-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01739
Total number of active participants reported on line 7a of the Form 55002011-01-01631
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01133
Total of all active and inactive participants2011-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01766
Number of participants with account balances2011-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2009: ESL FEDERAL CREDIT UNION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01693
Total number of active participants reported on line 7a of the Form 55002009-01-01585
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0188
Total of all active and inactive participants2009-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01674
Number of participants with account balances2009-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on ESL FEDERAL CREDIT UNION SAVINGS PLAN

Measure Date Value
2022 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,859,646
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,194,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,108,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,453,748
Value of total assets at end of year2022-12-31$113,872,007
Value of total assets at beginning of year2022-12-31$133,925,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,006
Total interest from all sources2022-12-31$76,500
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$729,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$729,143
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,558,901
Participant contributions at end of year2022-12-31$2,066,671
Participant contributions at beginning of year2022-12-31$1,989,738
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,140,452
Other income not declared elsewhere2022-12-31$1,879
Administrative expenses (other) incurred2022-12-31$86,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,053,940
Value of net assets at end of year (total assets less liabilities)2022-12-31$113,872,007
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$133,925,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,695,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,241,788
Interest on participant loans2022-12-31$76,500
Value of interest in common/collective trusts at end of year2022-12-31$77,110,041
Value of interest in common/collective trusts at beginning of year2022-12-31$90,694,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,505,189
Net investment gain or loss from common/collective trusts2022-12-31$-13,615,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,754,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,108,288
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO. LLP
Accountancy firm EIN2022-12-31161131146
2021 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$26,506,561
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,276,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,167,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,081,543
Value of total assets at end of year2021-12-31$133,925,947
Value of total assets at beginning of year2021-12-31$115,695,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,629
Total interest from all sources2021-12-31$77,456
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,128,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,128,199
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,811,853
Participant contributions at end of year2021-12-31$1,989,738
Participant contributions at beginning of year2021-12-31$1,775,797
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$758,238
Other income not declared elsewhere2021-12-31$908
Administrative expenses (other) incurred2021-12-31$108,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$18,230,100
Value of net assets at end of year (total assets less liabilities)2021-12-31$133,925,947
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$115,695,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,241,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,372,998
Interest on participant loans2021-12-31$77,456
Value of interest in common/collective trusts at end of year2021-12-31$90,694,421
Value of interest in common/collective trusts at beginning of year2021-12-31$82,547,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,060,034
Net investment gain or loss from common/collective trusts2021-12-31$10,158,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,511,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,167,832
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO. LLP
Accountancy firm EIN2021-12-31161131146
2020 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,087,958
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,369,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,270,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,455,240
Value of total assets at end of year2020-12-31$115,695,847
Value of total assets at beginning of year2020-12-31$98,976,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,939
Total interest from all sources2020-12-31$74,889
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$621,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$621,617
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,179,251
Participant contributions at end of year2020-12-31$1,775,797
Participant contributions at beginning of year2020-12-31$1,693,653
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$985,808
Other income not declared elsewhere2020-12-31$22,505
Administrative expenses (other) incurred2020-12-31$98,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,718,933
Value of net assets at end of year (total assets less liabilities)2020-12-31$115,695,847
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$98,976,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,372,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,780,828
Interest on participant loans2020-12-31$74,889
Value of interest in common/collective trusts at end of year2020-12-31$82,547,052
Value of interest in common/collective trusts at beginning of year2020-12-31$9,502,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,073,957
Net investment gain or loss from common/collective trusts2020-12-31$9,839,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,290,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,270,086
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO. LLP
Accountancy firm EIN2020-12-31161131146
2019 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,037,500
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,959,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,955,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,174,654
Value of total assets at end of year2019-12-31$98,976,914
Value of total assets at beginning of year2019-12-31$81,898,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,230
Total interest from all sources2019-12-31$80,116
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,661,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,661,250
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,515,605
Participant contributions at end of year2019-12-31$1,693,653
Participant contributions at beginning of year2019-12-31$1,746,360
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,634,172
Other income not declared elsewhere2019-12-31$58,697
Administrative expenses (other) incurred2019-12-31$4,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,078,024
Value of net assets at end of year (total assets less liabilities)2019-12-31$98,976,914
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,898,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,780,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,125,075
Interest on participant loans2019-12-31$80,116
Value of interest in common/collective trusts at end of year2019-12-31$9,502,433
Value of interest in common/collective trusts at beginning of year2019-12-31$13,027,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,796,591
Net investment gain or loss from common/collective trusts2019-12-31$266,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,024,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,955,246
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO. LLP
Accountancy firm EIN2019-12-31161131146
2018 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,636,891
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,696,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,691,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,749,791
Value of total assets at end of year2018-12-31$81,898,890
Value of total assets at beginning of year2018-12-31$84,958,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,230
Total interest from all sources2018-12-31$67,707
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,298,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,298,272
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,127,516
Participant contributions at end of year2018-12-31$1,746,360
Participant contributions at beginning of year2018-12-31$1,660,636
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$724,647
Administrative expenses (other) incurred2018-12-31$5,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,059,451
Value of net assets at end of year (total assets less liabilities)2018-12-31$81,898,890
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$84,958,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,125,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$70,735,578
Interest on participant loans2018-12-31$67,707
Value of interest in common/collective trusts at end of year2018-12-31$13,027,455
Value of interest in common/collective trusts at beginning of year2018-12-31$12,562,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,756,242
Net investment gain or loss from common/collective trusts2018-12-31$277,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,897,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,691,112
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO. LLP
Accountancy firm EIN2018-12-31161131146
2017 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,068,047
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,534,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,529,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,633,823
Value of total assets at end of year2017-12-31$84,958,341
Value of total assets at beginning of year2017-12-31$72,424,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,730
Total interest from all sources2017-12-31$54,125
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,599,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,599,590
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,674,829
Participant contributions at end of year2017-12-31$1,660,636
Participant contributions at beginning of year2017-12-31$1,466,112
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$313,649
Administrative expenses (other) incurred2017-12-31$4,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,533,978
Value of net assets at end of year (total assets less liabilities)2017-12-31$84,958,341
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,424,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$70,735,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$56,686,963
Interest on participant loans2017-12-31$54,125
Value of interest in common/collective trusts at end of year2017-12-31$12,562,127
Value of interest in common/collective trusts at beginning of year2017-12-31$14,271,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,527,414
Net investment gain or loss from common/collective trusts2017-12-31$253,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,645,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,529,339
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO. LLP
Accountancy firm EIN2017-12-31161131146
2016 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,650,403
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,403,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,399,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,978,011
Value of total assets at end of year2016-12-31$72,424,363
Value of total assets at beginning of year2016-12-31$66,177,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,370
Total interest from all sources2016-12-31$52,667
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,902,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,902,693
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,416,526
Participant contributions at end of year2016-12-31$1,466,112
Participant contributions at beginning of year2016-12-31$1,541,061
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$969,589
Administrative expenses (other) incurred2016-12-31$3,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,247,331
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,424,363
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,177,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$56,686,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$53,722,408
Interest on participant loans2016-12-31$52,667
Value of interest in common/collective trusts at end of year2016-12-31$14,271,288
Value of interest in common/collective trusts at beginning of year2016-12-31$10,913,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,499,446
Net investment gain or loss from common/collective trusts2016-12-31$217,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,591,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,399,702
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO. LLP
Accountancy firm EIN2016-12-31161131146
2015 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,106,846
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,199,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,195,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,981,842
Value of total assets at end of year2015-12-31$66,177,032
Value of total assets at beginning of year2015-12-31$65,269,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,550
Total interest from all sources2015-12-31$48,713
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,217,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,217,809
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,792,397
Participant contributions at end of year2015-12-31$1,541,061
Participant contributions at beginning of year2015-12-31$1,491,192
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$834,379
Administrative expenses (other) incurred2015-12-31$3,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$907,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,177,032
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$65,269,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$53,722,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,647,427
Interest on participant loans2015-12-31$48,713
Value of interest in common/collective trusts at end of year2015-12-31$10,913,563
Value of interest in common/collective trusts at beginning of year2015-12-31$12,130,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,198,577
Net investment gain or loss from common/collective trusts2015-12-31$57,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,355,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,195,696
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO. LLP
Accountancy firm EIN2015-12-31161131146
2014 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,123,578
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,563,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,559,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,657,502
Value of total assets at end of year2014-12-31$65,269,432
Value of total assets at beginning of year2014-12-31$60,709,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,000
Total interest from all sources2014-12-31$48,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,797,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,797,853
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,428,017
Participant contributions at end of year2014-12-31$1,491,192
Participant contributions at beginning of year2014-12-31$1,275,500
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$989,721
Administrative expenses (other) incurred2014-12-31$4,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,559,887
Value of net assets at end of year (total assets less liabilities)2014-12-31$65,269,432
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,709,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,647,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,541,252
Interest on participant loans2014-12-31$48,167
Value of interest in common/collective trusts at end of year2014-12-31$12,130,813
Value of interest in common/collective trusts at beginning of year2014-12-31$12,892,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,373,585
Net investment gain or loss from common/collective trusts2014-12-31$246,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,239,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,559,691
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO. LLP
Accountancy firm EIN2014-12-31161131146
2013 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,833,257
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,540,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,537,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,661,730
Value of total assets at end of year2013-12-31$60,709,545
Value of total assets at beginning of year2013-12-31$50,417,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,900
Total interest from all sources2013-12-31$42,311
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,203,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,203,900
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,243,087
Participant contributions at end of year2013-12-31$1,275,500
Participant contributions at beginning of year2013-12-31$1,197,068
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$250,957
Administrative expenses (other) incurred2013-12-31$3,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,292,327
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,709,545
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,417,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,541,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,036,028
Interest on participant loans2013-12-31$42,311
Value of interest in common/collective trusts at end of year2013-12-31$12,892,793
Value of interest in common/collective trusts at beginning of year2013-12-31$13,184,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,018,792
Net investment gain or loss from common/collective trusts2013-12-31$-93,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,167,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,537,030
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO. LLP
Accountancy firm EIN2013-12-31161131146
2012 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,578,254
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,132,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,094,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,272,272
Value of total assets at end of year2012-12-31$50,417,218
Value of total assets at beginning of year2012-12-31$42,971,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,832
Total interest from all sources2012-12-31$43,043
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$800,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$800,878
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,151,600
Participant contributions at end of year2012-12-31$1,197,068
Participant contributions at beginning of year2012-12-31$1,166,079
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,040,697
Administrative expenses (other) incurred2012-12-31$37,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,445,757
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,417,218
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,971,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$36,036,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,601,314
Interest on participant loans2012-12-31$43,043
Value of interest in common/collective trusts at end of year2012-12-31$13,184,122
Value of interest in common/collective trusts at beginning of year2012-12-31$11,204,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,033,953
Net investment gain or loss from common/collective trusts2012-12-31$428,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,079,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,094,665
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO. LLP
Accountancy firm EIN2012-12-31161131146
2011 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,709,978
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,616,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,613,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,806,744
Value of total assets at end of year2011-12-31$42,971,461
Value of total assets at beginning of year2011-12-31$40,878,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,281
Total interest from all sources2011-12-31$50,222
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$583,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$583,065
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,614,488
Participant contributions at end of year2011-12-31$1,166,079
Participant contributions at beginning of year2011-12-31$1,338,341
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$230,096
Administrative expenses (other) incurred2011-12-31$3,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,093,225
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,971,461
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,878,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$30,601,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,602,794
Interest on participant loans2011-12-31$50,222
Value of interest in common/collective trusts at end of year2011-12-31$11,204,068
Value of interest in common/collective trusts at beginning of year2011-12-31$8,937,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,109,914
Net investment gain or loss from common/collective trusts2011-12-31$379,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$962,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,613,472
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO. LLP
Accountancy firm EIN2011-12-31161131146
2010 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,470,943
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,387,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,300,013
Expenses. Certain deemed distributions of participant loans2010-12-31$84,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,003,053
Value of total assets at end of year2010-12-31$40,878,236
Value of total assets at beginning of year2010-12-31$34,794,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,819
Total interest from all sources2010-12-31$65,430
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$511,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$511,809
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,497,347
Participant contributions at end of year2010-12-31$1,338,341
Participant contributions at beginning of year2010-12-31$1,479,599
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$116,710
Administrative expenses (other) incurred2010-12-31$2,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,083,402
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,878,236
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,794,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,602,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,082,166
Interest on participant loans2010-12-31$65,430
Value of interest in common/collective trusts at end of year2010-12-31$8,937,101
Value of interest in common/collective trusts at beginning of year2010-12-31$8,233,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,486,774
Net investment gain or loss from common/collective trusts2010-12-31$403,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,388,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,300,013
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO. LLP
Accountancy firm EIN2010-12-31161131146
2009 : ESL FEDERAL CREDIT UNION SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ESL FEDERAL CREDIT UNION SAVINGS PLAN

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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1