Plan Name | BVA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BVA FEDERAL CREDIT UNION |
Employer identification number (EIN): | 256061731 |
NAIC Classification: | 522130 |
NAIC Description: | Credit Unions |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | LYN SOKOL | 2023-05-05 | ||
002 | 2021-01-01 | RENAE CURCIO | 2022-06-14 | ||
002 | 2020-01-01 | RENAE CURCIO | 2021-06-01 | ||
002 | 2019-01-01 | RENAE CURCIO | 2020-06-03 | ||
002 | 2018-01-01 | RENAE CURCIO | 2019-05-30 | ||
002 | 2017-01-01 | JOSEPH OSBORNE | 2018-06-04 | ||
002 | 2016-01-01 | JOSEPH OSBORNE | 2017-05-31 | ||
002 | 2015-01-01 | JOSEPH OSBORNE | 2016-05-19 | ||
002 | 2014-01-01 | JOSEPH OSBORNE | 2015-06-22 | ||
002 | 2013-01-01 | JOSEPH OSBORNE | 2014-06-30 | ||
002 | 2012-01-01 | JOSEPH OSBORNE | 2013-07-01 | ||
002 | 2011-01-01 | JOSEPH R OSBORNE | 2012-05-25 | ||
002 | 2010-01-01 | JOSEPH OSBORNE | 2011-08-05 | ||
002 | 2008-01-01 | JOE OSBORNE |
Measure | Date | Value |
---|---|---|
2008: BVA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 2 |
Total of all active and inactive participants | 2008-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 5 |
Number of participants with account balances | 2008-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : BVA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2008 401k financial data | ||
Total income from all sources | 2008-12-31 | $-49,979 |
Expenses. Total of all expenses incurred | 2008-12-31 | $3,000 |
Benefits paid (including direct rollovers) | 2008-12-31 | $3,000 |
Total plan assets at end of year | 2008-12-31 | $408,704 |
Total plan assets at beginning of year | 2008-12-31 | $461,683 |
Value of fidelity bond covering the plan | 2008-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2008-12-31 | $13,382 |
Other income received | 2008-12-31 | $-71,734 |
Net income (gross income less expenses) | 2008-12-31 | $-52,979 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $408,704 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $461,683 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $8,373 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
2008: BVA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2008 form 5500 responses | ||
---|---|---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 037-1433-5 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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