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WESTERN FEDERAL CREDIT UNION 401K PLAN 401k Plan overview

Plan NameWESTERN FEDERAL CREDIT UNION 401K PLAN
Plan identification number 002

WESTERN FEDERAL CREDIT UNION 401K 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:UNIFY FINANCIAL FEDERAL CREDIT UNION
Employer identification number (EIN):346541032
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN FEDERAL CREDIT UNION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01NATHAN MONTGOMERY
0022023-01-01
0022023-01-01NATHAN MONTGOMERY
0022022-01-01
0022022-01-01NATHAN MONTGOMERY
0022021-01-01
0022021-01-01NATHAN MONTGOMERY
0022020-01-01
0022019-01-01
0022017-01-01RICK HERBERT
0022017-01-01RICK HERBERT
0022016-01-01RICK HERBERT
0022015-01-01JEFFREY BELANGER JEFFREY BELANGER2016-10-12
0022014-01-01JEFFREY BELANGER JEFFREY BELANGER2015-10-13
0022013-01-01MAAIKE JACOBSON MAAIKE JACOBSON2014-10-02
0022012-01-01MAAIKE JACOBSON MAAIKE JACOBSON2013-10-08
0022011-01-01MAAIKE JACOBSON MAAIKE JACOBSON2012-10-09
0022010-01-01MAAIKE JACOBSON MAAIKE JACOBSON2011-10-12
0022009-01-012010-08-31
0022009-01-012010-08-31
0022009-01-01MAAIKE JACOBSON MAAIKE JACOBSON2010-08-31

Plan Statistics for WESTERN FEDERAL CREDIT UNION 401K PLAN

401k plan membership statisitcs for WESTERN FEDERAL CREDIT UNION 401K PLAN

Measure Date Value
2023: WESTERN FEDERAL CREDIT UNION 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01797
Total number of active participants reported on line 7a of the Form 55002023-01-01531
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01228
Total of all active and inactive participants2023-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01761
Number of participants with account balances2023-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0152
2022: WESTERN FEDERAL CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01807
Total number of active participants reported on line 7a of the Form 55002022-01-01552
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01244
Total of all active and inactive participants2022-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01797
Number of participants with account balances2022-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: WESTERN FEDERAL CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01774
Total number of active participants reported on line 7a of the Form 55002021-01-01548
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01258
Total of all active and inactive participants2021-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01807
Number of participants with account balances2021-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0154
2020: WESTERN FEDERAL CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01814
Total number of active participants reported on line 7a of the Form 55002020-01-01543
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01231
Total of all active and inactive participants2020-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01774
Number of participants with account balances2020-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0179
2019: WESTERN FEDERAL CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01838
Total number of active participants reported on line 7a of the Form 55002019-01-01615
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01199
Total of all active and inactive participants2019-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01814
Number of participants with account balances2019-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0199
2017: WESTERN FEDERAL CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01788
Total number of active participants reported on line 7a of the Form 55002017-01-01620
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01175
Total of all active and inactive participants2017-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01795
Number of participants with account balances2017-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0192
2016: WESTERN FEDERAL CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01666
Total number of active participants reported on line 7a of the Form 55002016-01-01629
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01159
Total of all active and inactive participants2016-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01788
Number of participants with account balances2016-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESTERN FEDERAL CREDIT UNION 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01605
Total number of active participants reported on line 7a of the Form 55002015-01-01528
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01135
Total of all active and inactive participants2015-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01666
Number of participants with account balances2015-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01103
2014: WESTERN FEDERAL CREDIT UNION 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01576
Total number of active participants reported on line 7a of the Form 55002014-01-01477
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01126
Total of all active and inactive participants2014-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01605
Number of participants with account balances2014-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0182
2013: WESTERN FEDERAL CREDIT UNION 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01524
Total number of active participants reported on line 7a of the Form 55002013-01-01474
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01100
Total of all active and inactive participants2013-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01576
Number of participants with account balances2013-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0163
2012: WESTERN FEDERAL CREDIT UNION 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01489
Total number of active participants reported on line 7a of the Form 55002012-01-01459
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01524
Number of participants with account balances2012-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: WESTERN FEDERAL CREDIT UNION 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01449
Total number of active participants reported on line 7a of the Form 55002011-01-01404
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01489
Number of participants with account balances2011-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: WESTERN FEDERAL CREDIT UNION 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01445
Total number of active participants reported on line 7a of the Form 55002010-01-01358
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0188
Total of all active and inactive participants2010-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01449
Number of participants with account balances2010-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: WESTERN FEDERAL CREDIT UNION 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01513
Total number of active participants reported on line 7a of the Form 55002009-01-01380
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01445
Number of participants with account balances2009-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on WESTERN FEDERAL CREDIT UNION 401K PLAN

Measure Date Value
2023 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$46,471
Total unrealized appreciation/depreciation of assets2023-12-31$46,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$14,646,086
Total loss/gain on sale of assets2023-12-31$20,971
Total of all expenses incurred2023-12-31$5,426,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,371,397
Expenses. Certain deemed distributions of participant loans2023-12-31$-698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,220,955
Value of total assets at end of year2023-12-31$59,687,213
Value of total assets at beginning of year2023-12-31$50,467,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$55,992
Total interest from all sources2023-12-31$113,217
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,194,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,194,286
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,848,866
Participant contributions at end of year2023-12-31$2,061,095
Participant contributions at beginning of year2023-12-31$1,770,962
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$371,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,219,395
Value of net assets at end of year (total assets less liabilities)2023-12-31$59,687,213
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$50,467,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$21,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$53,462,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$42,843,910
Interest on participant loans2023-12-31$111,526
Value of interest in common/collective trusts at end of year2023-12-31$3,900,611
Value of interest in common/collective trusts at beginning of year2023-12-31$4,675,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$123,145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,060,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,060,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,912,465
Net investment gain or loss from common/collective trusts2023-12-31$137,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,000,353
Income. Dividends from common stock2023-12-31$476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,371,397
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$140,276
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$117,235
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$116,143
Aggregate carrying amount (costs) on sale of assets2023-12-31$95,172
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$46,471
Total unrealized appreciation/depreciation of assets2023-01-01$46,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$14,646,086
Total loss/gain on sale of assets2023-01-01$20,971
Total of all expenses incurred2023-01-01$5,426,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$5,371,397
Expenses. Certain deemed distributions of participant loans2023-01-01$-698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$6,220,955
Value of total assets at end of year2023-01-01$59,687,213
Value of total assets at beginning of year2023-01-01$50,467,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$55,992
Total interest from all sources2023-01-01$113,217
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,194,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,194,286
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$9,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$3,848,866
Participant contributions at end of year2023-01-01$2,061,095
Participant contributions at beginning of year2023-01-01$1,770,962
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$371,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$9,219,395
Value of net assets at end of year (total assets less liabilities)2023-01-01$59,687,213
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$50,467,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$21,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$53,462,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$42,843,910
Interest on participant loans2023-01-01$111,526
Value of interest in common/collective trusts at end of year2023-01-01$3,900,611
Value of interest in common/collective trusts at beginning of year2023-01-01$4,675,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$123,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$1,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$6,912,465
Net investment gain or loss from common/collective trusts2023-01-01$137,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,000,353
Income. Dividends from common stock2023-01-01$476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$5,371,397
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$140,276
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$117,235
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$116,143
Aggregate carrying amount (costs) on sale of assets2023-01-01$95,172
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS LLP
Accountancy firm EIN2023-01-01910189318
2022 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-84,504
Total unrealized appreciation/depreciation of assets2022-12-31$-84,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,307,659
Total loss/gain on sale of assets2022-12-31$-6,538
Total of all expenses incurred2022-12-31$4,382,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,343,228
Expenses. Certain deemed distributions of participant loans2022-12-31$690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,176,039
Value of total assets at end of year2022-12-31$50,467,818
Value of total assets at beginning of year2022-12-31$57,158,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,979
Total interest from all sources2022-12-31$98,762
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,556,879
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$3,556,702
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
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$3,887,120
Participant contributions at end of year2022-12-31$1,770,962
Participant contributions at beginning of year2022-12-31$1,703,714
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$76
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$189,808
Administrative expenses (other) incurred2022-12-31$21,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,690,556
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,467,818
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,158,374
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
Investment advisory and management fees2022-12-31$17,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,843,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,688,562
Interest on participant loans2022-12-31$80,736
Value of interest in common/collective trusts at end of year2022-12-31$4,675,360
Value of interest in common/collective trusts at beginning of year2022-12-31$4,554,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,060,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,100,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,100,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,161,030
Net investment gain or loss from common/collective trusts2022-12-31$112,733
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$2,099,111
Income. Dividends from common stock2022-12-31$177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,343,228
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$117,235
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$111,213
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
Aggregate proceeds on sale of assets2022-12-31$32,269
Aggregate carrying amount (costs) on sale of assets2022-12-31$38,807
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2022-12-31410746749
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-84,504
Total unrealized appreciation/depreciation of assets2022-01-01$-84,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,307,659
Total loss/gain on sale of assets2022-01-01$-6,538
Total of all expenses incurred2022-01-01$4,382,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,343,228
Expenses. Certain deemed distributions of participant loans2022-01-01$690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$6,176,039
Value of total assets at end of year2022-01-01$50,467,818
Value of total assets at beginning of year2022-01-01$57,158,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$38,979
Total interest from all sources2022-01-01$98,762
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$3,556,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$3,556,702
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$9,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$3,887,120
Participant contributions at end of year2022-01-01$1,770,962
Participant contributions at beginning of year2022-01-01$1,703,714
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$76
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$189,808
Administrative expenses (other) incurred2022-01-01$21,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,690,556
Value of net assets at end of year (total assets less liabilities)2022-01-01$50,467,818
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$57,158,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$17,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$42,843,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$49,688,562
Interest on participant loans2022-01-01$80,736
Value of interest in common/collective trusts at end of year2022-01-01$4,675,360
Value of interest in common/collective trusts at beginning of year2022-01-01$4,554,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$1,060,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$18,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-12,161,030
Net investment gain or loss from common/collective trusts2022-01-01$112,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,099,111
Income. Dividends from common stock2022-01-01$177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,343,228
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$117,235
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$111,213
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$32,269
Aggregate carrying amount (costs) on sale of assets2022-01-01$38,807
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN
Accountancy firm EIN2022-01-01410746749
2021 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-26,632
Total unrealized appreciation/depreciation of assets2021-12-31$-26,632
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$12,126,983
Total loss/gain on sale of assets2021-12-31$8,167
Total of all expenses incurred2021-12-31$2,837,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,810,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,693,776
Value of total assets at end of year2021-12-31$57,158,374
Value of total assets at beginning of year2021-12-31$47,869,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,892
Total interest from all sources2021-12-31$94,697
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,736,972
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$4,736,910
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
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$3,284,913
Participant contributions at end of year2021-12-31$1,703,714
Participant contributions at beginning of year2021-12-31$1,636,031
Assets. Other investments not covered elsewhere at end of year2021-12-31$76
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$41
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$286,208
Administrative expenses (other) incurred2021-12-31$13,314
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$9,289,164
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,158,374
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,869,210
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
Investment advisory and management fees2021-12-31$13,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,688,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,206,044
Interest on participant loans2021-12-31$94,609
Value of interest in common/collective trusts at end of year2021-12-31$4,554,143
Value of interest in common/collective trusts at beginning of year2021-12-31$4,122,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,100,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$789,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$789,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,526,318
Net investment gain or loss from common/collective trusts2021-12-31$93,685
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$2,122,655
Income. Dividends from common stock2021-12-31$62
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,810,927
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$111,213
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$114,241
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
Aggregate proceeds on sale of assets2021-12-31$85,602
Aggregate carrying amount (costs) on sale of assets2021-12-31$77,435
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2021-12-31410746749
2020 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$19,527
Total unrealized appreciation/depreciation of assets2020-12-31$19,527
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$12,151,958
Total loss/gain on sale of assets2020-12-31$54,579
Total of all expenses incurred2020-12-31$4,974,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,926,129
Expenses. Certain deemed distributions of participant loans2020-12-31$21,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,998,302
Value of total assets at end of year2020-12-31$47,869,210
Value of total assets at beginning of year2020-12-31$40,691,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,782
Total interest from all sources2020-12-31$64,444
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,114,656
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$2,114,526
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
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$3,219,788
Participant contributions at end of year2020-12-31$1,636,031
Participant contributions at beginning of year2020-12-31$1,278,097
Assets. Other investments not covered elsewhere at end of year2020-12-31$41
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$524,695
Administrative expenses (other) incurred2020-12-31$13,874
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$7,177,499
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,869,210
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,691,711
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
Investment advisory and management fees2020-12-31$12,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,206,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,133,146
Interest on participant loans2020-12-31$63,055
Value of interest in common/collective trusts at end of year2020-12-31$4,122,967
Value of interest in common/collective trusts at beginning of year2020-12-31$3,700,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$789,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$496,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$496,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,807,879
Net investment gain or loss from common/collective trusts2020-12-31$92,571
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$2,253,819
Income. Dividends from common stock2020-12-31$130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,926,129
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$114,241
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$83,649
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
Aggregate proceeds on sale of assets2020-12-31$204,138
Aggregate carrying amount (costs) on sale of assets2020-12-31$149,559
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2020-12-31410746749
2019 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,051
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,051
Total unrealized appreciation/depreciation of assets2019-12-31$7,051
Total unrealized appreciation/depreciation of assets2019-12-31$7,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$11,143,855
Total income from all sources (including contributions)2019-12-31$11,143,855
Total loss/gain on sale of assets2019-12-31$1,472
Total loss/gain on sale of assets2019-12-31$1,472
Total of all expenses incurred2019-12-31$3,755,476
Total of all expenses incurred2019-12-31$3,755,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,727,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,727,767
Expenses. Certain deemed distributions of participant loans2019-12-31$1,665
Expenses. Certain deemed distributions of participant loans2019-12-31$1,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,355,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,355,374
Value of total assets at end of year2019-12-31$40,691,711
Value of total assets at end of year2019-12-31$40,691,711
Value of total assets at beginning of year2019-12-31$33,303,332
Value of total assets at beginning of year2019-12-31$33,303,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,044
Total interest from all sources2019-12-31$73,310
Total interest from all sources2019-12-31$73,310
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,977,657
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,977,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,970,338
Contributions received from participants2019-12-31$2,970,338
Participant contributions at end of year2019-12-31$1,278,097
Participant contributions at end of year2019-12-31$1,278,097
Participant contributions at beginning of year2019-12-31$1,050,559
Participant contributions at beginning of year2019-12-31$1,050,559
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$442,434
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$442,434
Administrative expenses (other) incurred2019-12-31$13,725
Administrative expenses (other) incurred2019-12-31$13,725
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
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$7,388,379
Value of net income/loss2019-12-31$7,388,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,691,711
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,691,711
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,303,332
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,303,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,319
Investment advisory and management fees2019-12-31$12,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,133,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,133,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,387,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,387,133
Interest on participant loans2019-12-31$66,971
Interest on participant loans2019-12-31$66,971
Value of interest in common/collective trusts at end of year2019-12-31$3,700,041
Value of interest in common/collective trusts at end of year2019-12-31$3,700,041
Value of interest in common/collective trusts at beginning of year2019-12-31$3,413,995
Value of interest in common/collective trusts at beginning of year2019-12-31$3,413,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$496,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$496,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$427,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$427,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$427,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$427,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,642,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,642,485
Net investment gain or loss from common/collective trusts2019-12-31$86,506
Net investment gain or loss from common/collective trusts2019-12-31$86,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$942,602
Contributions received in cash from employer2019-12-31$942,602
Income. Dividends from preferred stock2019-12-31$134
Income. Dividends from preferred stock2019-12-31$134
Income. Dividends from common stock2019-12-31$1,977,523
Income. Dividends from common stock2019-12-31$1,977,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,727,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,727,767
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$83,649
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$83,649
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$24,363
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$24,363
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$18,235
Aggregate proceeds on sale of assets2019-12-31$18,235
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,763
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,763
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN
Accountancy firm name2019-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,702
Total unrealized appreciation/depreciation of assets2018-12-31$-1,702
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$8,672
Total income from all sources (including contributions)2018-12-31$2,041,933
Total loss/gain on sale of assets2018-12-31$-1,411
Total of all expenses incurred2018-12-31$3,457,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,411,539
Expenses. Certain deemed distributions of participant loans2018-12-31$17,226
Value of total corrective distributions2018-12-31$8,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,140,154
Value of total assets at end of year2018-12-31$33,303,332
Value of total assets at beginning of year2018-12-31$34,727,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,024
Total interest from all sources2018-12-31$58,563
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,911,728
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$1,911,481
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
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$2,826,350
Participant contributions at end of year2018-12-31$1,050,559
Participant contributions at beginning of year2018-12-31$1,037,934
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$314,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,672
Administrative expenses (other) incurred2018-12-31$11,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,415,528
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,303,332
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,718,860
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
Investment advisory and management fees2018-12-31$8,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,387,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,169,084
Interest on participant loans2018-12-31$56,376
Value of interest in common/collective trusts at end of year2018-12-31$3,413,995
Value of interest in common/collective trusts at beginning of year2018-12-31$3,445,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$427,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,139,762
Net investment gain or loss from common/collective trusts2018-12-31$74,363
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$999,332
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$52,281
Income. Dividends from common stock2018-12-31$247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,411,539
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$24,363
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$21,719
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
Aggregate proceeds on sale of assets2018-12-31$5,416
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,827
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 name2018-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2018-12-31410746749
2017 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,397
Total unrealized appreciation/depreciation of assets2017-12-31$3,397
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,975,690
Total loss/gain on sale of assets2017-12-31$-46
Total of all expenses incurred2017-12-31$3,801,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,778,920
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$12,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,200,017
Value of total assets at end of year2017-12-31$34,675,251
Value of total assets at beginning of year2017-12-31$28,501,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,840
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$48,090
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,514,972
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$1,514,852
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
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$2,509,420
Participant contributions at end of year2017-12-31$1,037,934
Participant contributions at beginning of year2017-12-31$828,157
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,027,843
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1
Administrative expenses (other) incurred2017-12-31$8,419
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$6,173,890
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,675,251
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,501,361
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$2,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,169,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,520,977
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$48,058
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$3,445,116
Value of interest in common/collective trusts at beginning of year2017-12-31$4,152,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$32
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,102,664
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$106,595
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$662,754
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,778,920
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$21,719
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$2,616
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,662
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE HORWATH LLP
Accountancy firm EIN2017-12-31350921680
2016 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-22,816
Total unrealized appreciation/depreciation of assets2016-12-31$-22,816
Total transfer of assets to this plan2016-12-31$2,886,073
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$4,458,115
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,469,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,465,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,214,796
Value of total assets at end of year2016-12-31$28,501,361
Value of total assets at beginning of year2016-12-31$23,626,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,871
Total interest from all sources2016-12-31$422,173
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$179,826
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$179,826
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
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$2,067,369
Participant contributions at end of year2016-12-31$828,157
Participant contributions at beginning of year2016-12-31$561,149
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$377,523
Administrative expenses (other) incurred2016-12-31$3,871
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$1,988,330
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,501,361
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,626,958
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$23,520,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,261,445
Interest on participant loans2016-12-31$30,959
Income. Interest from corporate debt instruments2016-12-31$391,214
Value of interest in common/collective trusts at end of year2016-12-31$4,152,227
Value of interest in common/collective trusts at beginning of year2016-12-31$3,804,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$612,956
Net investment gain or loss from common/collective trusts2016-12-31$51,180
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$769,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,465,914
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : WESTERN FEDERAL CREDIT UNION 401K 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$2,477,012
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,805,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,792,414
Expenses. Certain deemed distributions of participant loans2015-12-31$10,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,773,314
Value of total assets at end of year2015-12-31$23,626,958
Value of total assets at beginning of year2015-12-31$22,955,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,200
Total interest from all sources2015-12-31$35,003
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$935,142
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$935,142
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
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$1,882,497
Participant contributions at end of year2015-12-31$561,149
Participant contributions at beginning of year2015-12-31$731,052
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$192,974
Other income not declared elsewhere2015-12-31$12
Administrative expenses (other) incurred2015-12-31$3,200
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$671,102
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,626,958
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,955,856
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$19,261,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,691,920
Interest on participant loans2015-12-31$35,003
Value of interest in common/collective trusts at end of year2015-12-31$3,804,364
Value of interest in common/collective trusts at beginning of year2015-12-31$3,532,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,276,179
Net investment gain or loss from common/collective trusts2015-12-31$9,720
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$697,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,792,414
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : WESTERN FEDERAL CREDIT UNION 401K 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$4,165,846
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,466,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,455,809
Value of total corrective distributions2014-12-31$7,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,665,309
Value of total assets at end of year2014-12-31$22,955,856
Value of total assets at beginning of year2014-12-31$20,256,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,300
Total interest from all sources2014-12-31$38,851
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,253,223
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$1,253,223
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
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$1,660,815
Participant contributions at end of year2014-12-31$731,052
Participant contributions at beginning of year2014-12-31$694,429
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$466,897
Other income not declared elsewhere2014-12-31$239
Administrative expenses (other) incurred2014-12-31$3,300
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$2,699,002
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,955,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,256,854
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$18,691,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,994,727
Interest on participant loans2014-12-31$38,851
Value of interest in common/collective trusts at end of year2014-12-31$3,532,884
Value of interest in common/collective trusts at beginning of year2014-12-31$1,567,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$45,688
Net investment gain or loss from common/collective trusts2014-12-31$162,536
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$537,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,455,809
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : WESTERN FEDERAL CREDIT UNION 401K 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$5,976,267
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,170,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,168,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,407,192
Value of total assets at end of year2013-12-31$20,256,854
Value of total assets at beginning of year2013-12-31$15,451,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,950
Total interest from all sources2013-12-31$31,036
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$261,754
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$261,754
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
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$1,513,575
Participant contributions at end of year2013-12-31$694,429
Participant contributions at beginning of year2013-12-31$584,396
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$410,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$15
Administrative expenses (other) incurred2013-12-31$1,950
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$4,805,369
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,256,854
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,451,485
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$17,994,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,638,959
Interest on participant loans2013-12-31$31,036
Value of interest in common/collective trusts at end of year2013-12-31$1,567,698
Value of interest in common/collective trusts at beginning of year2013-12-31$1,228,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,104,214
Net investment gain or loss from common/collective trusts2013-12-31$172,056
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$483,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,168,948
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 name2013-12-31CROWE HORWATH
Accountancy firm EIN2013-12-31350921680
2012 : WESTERN FEDERAL CREDIT UNION 401K 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$18,019
Total income from all sources (including contributions)2012-12-31$3,884,044
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,100,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,098,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,231,900
Value of total assets at end of year2012-12-31$15,451,485
Value of total assets at beginning of year2012-12-31$12,685,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,700
Total interest from all sources2012-12-31$26,809
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$190,866
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$190,866
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
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$1,331,579
Participant contributions at end of year2012-12-31$584,396
Participant contributions at beginning of year2012-12-31$472,299
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$401,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$18,019
Administrative expenses (other) incurred2012-12-31$1,700
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$2,784,040
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,451,485
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,667,445
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$13,638,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,799,072
Interest on participant loans2012-12-31$26,809
Value of interest in common/collective trusts at end of year2012-12-31$1,228,130
Value of interest in common/collective trusts at beginning of year2012-12-31$414,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,411,261
Net investment gain or loss from common/collective trusts2012-12-31$23,208
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$498,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,098,304
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 name2012-12-31CROWE HORWATH
Accountancy firm EIN2012-12-31950921680
2011 : WESTERN FEDERAL CREDIT UNION 401K 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$18,019
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$876,179
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,239,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,219,716
Value of total corrective distributions2011-12-31$20,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,626,887
Value of total assets at end of year2011-12-31$12,685,464
Value of total assets at beginning of year2011-12-31$13,031,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$25,983
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$195,694
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$195,694
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
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$1,141,262
Participant contributions at end of year2011-12-31$472,299
Participant contributions at beginning of year2011-12-31$478,593
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$101,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$18,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-363,798
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,667,445
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,031,243
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$11,799,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,418,421
Interest on participant loans2011-12-31$25,983
Value of interest in common/collective trusts at end of year2011-12-31$414,093
Value of interest in common/collective trusts at beginning of year2011-12-31$134,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-969,754
Net investment gain or loss from common/collective trusts2011-12-31$-2,631
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$383,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,219,716
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 name2011-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2011-12-31420714325
2010 : WESTERN FEDERAL CREDIT UNION 401K 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$3,038,041
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,038,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,021,423
Value of total corrective distributions2010-12-31$17,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,543,315
Value of total assets at end of year2010-12-31$13,031,243
Value of total assets at beginning of year2010-12-31$11,031,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$27,005
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$265,719
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$265,719
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
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$1,123,811
Participant contributions at end of year2010-12-31$478,593
Participant contributions at beginning of year2010-12-31$375,975
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$44,715
Other income not declared elsewhere2010-12-31$2,876
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$1,999,502
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,031,243
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,031,741
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$12,418,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,655,766
Interest on participant loans2010-12-31$27,005
Value of interest in common/collective trusts at end of year2010-12-31$134,229
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,195,125
Net investment gain or loss from common/collective trusts2010-12-31$4,001
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$374,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,021,423
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 name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : WESTERN FEDERAL CREDIT UNION 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESTERN FEDERAL CREDIT UNION 401K PLAN

2023: WESTERN FEDERAL CREDIT UNION 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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
2017: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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: WESTERN FEDERAL CREDIT UNION 401K 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
2010: WESTERN FEDERAL CREDIT UNION 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WESTERN FEDERAL CREDIT UNION 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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