401k Plan data: EVERWISE CREDIT UNION 401(K) PLAN plan

EVERWISE CREDIT UNION 401(K) PLAN 401k Plan overview

Plan Name	EVERWISE CREDIT UNION 401(K) PLAN
Plan identification number	002

EVERWISE CREDIT UNION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EVERWISE CREDIT UNION ATTN NANCY ENGELMANN has sponsored the creation of one or more 401k plans.

Company Name: EVERWISE CREDIT UNION ATTN NANCY ENGELMANN

Employer identification number (EIN): 350702986

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERWISE CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 NANCY ENGELMANN
002 2023-01-01
002 2023-01-01 NANCY ENGELMANN
002 2022-01-01
002 2022-01-01 NANCY ENGELMANN
002 2021-01-01
002 2021-01-01 TOMMY LEE
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2017-01-01 TOMMY L LEE
002 2016-01-01 TOMMY L LEE
002 2015-01-01 TOMMY L LEE
002 2014-01-01 TOMMY L LEE
002 2013-01-01 TOMMY L LEE TOMMY L LEE 2014-10-14
002 2012-01-01 TOMMY L LEE AMY L. SINK 2013-10-15
002 2011-01-01 TOMMY L LEE AMY L. SINK 2012-10-12
002 2009-01-01 TOMMY L LEE AMY L. SINK 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	NANCY ENGELMANN
002	2023-01-01
002	2023-01-01	NANCY ENGELMANN
002	2022-01-01
002	2022-01-01	NANCY ENGELMANN
002	2021-01-01
002	2021-01-01	TOMMY LEE
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2017-01-01	TOMMY L LEE
002	2016-01-01	TOMMY L LEE
002	2015-01-01	TOMMY L LEE
002	2014-01-01	TOMMY L LEE
002	2013-01-01	TOMMY L LEE	TOMMY L LEE	2014-10-14
002	2012-01-01	TOMMY L LEE	AMY L. SINK	2013-10-15
002	2011-01-01	TOMMY L LEE	AMY L. SINK	2012-10-12
002	2009-01-01	TOMMY L LEE	AMY L. SINK	2010-10-15

Plan Statistics for EVERWISE CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for EVERWISE CREDIT UNION 401(K) PLAN

Measure Date Value
2023: EVERWISE CREDIT UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 879
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 736
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 114
Total of all active and inactive participants 2023-01-01 850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 853
Number of participants with account balances 2023-01-01 848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 18
2022: EVERWISE CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 880
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 738
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 123
Total of all active and inactive participants 2022-01-01 861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 865
Number of participants with account balances 2022-01-01 861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 24
2021: EVERWISE CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,118
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 761
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 109
Total of all active and inactive participants 2021-01-01 870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 873
Number of participants with account balances 2021-01-01 870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: EVERWISE CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 954
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 752
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 344
Total of all active and inactive participants 2020-01-01 1,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 1,098
Number of participants with account balances 2020-01-01 1,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 52
2019: EVERWISE CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 900
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 666
Number of retired or separated participants receiving benefits 2019-01-01 20
Number of other retired or separated participants entitled to future benefits 2019-01-01 252
Total of all active and inactive participants 2019-01-01 938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 938
Number of participants with account balances 2019-01-01 935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 101
2017: EVERWISE CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 635
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 562
Number of retired or separated participants receiving benefits 2017-01-01 12
Number of other retired or separated participants entitled to future benefits 2017-01-01 95
Total of all active and inactive participants 2017-01-01 669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 671
Number of participants with account balances 2017-01-01 670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 56
2016: EVERWISE CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 637
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 525
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 79
Total of all active and inactive participants 2016-01-01 611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 611
Number of participants with account balances 2016-01-01 604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 45
2015: EVERWISE CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 537
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 72
Total of all active and inactive participants 2015-01-01 617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 617
Number of participants with account balances 2015-01-01 613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EVERWISE CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 630
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 544
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 67
Total of all active and inactive participants 2014-01-01 612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 612
Number of participants with account balances 2014-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 34
2013: EVERWISE CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 720
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 561
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 55
Total of all active and inactive participants 2013-01-01 616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 616
Number of participants with account balances 2013-01-01 571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 32
2012: EVERWISE CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 651
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 625
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 94
Total of all active and inactive participants 2012-01-01 719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 720
Number of participants with account balances 2012-01-01 674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 39
2011: EVERWISE CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 605
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 606
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 45
Total of all active and inactive participants 2011-01-01 651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 651
Number of participants with account balances 2011-01-01 589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 26
2009: EVERWISE CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 619
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 565
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 67
Total of all active and inactive participants 2009-01-01 632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 632
Number of participants with account balances 2009-01-01 617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2023: EVERWISE CREDIT UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	879
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	736
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	114
Total of all active and inactive participants	2023-01-01	850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	853
Number of participants with account balances	2023-01-01	848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	18
2022: EVERWISE CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	880
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	738
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	123
Total of all active and inactive participants	2022-01-01	861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	865
Number of participants with account balances	2022-01-01	861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	24
2021: EVERWISE CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,118
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	761
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	109
Total of all active and inactive participants	2021-01-01	870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	873
Number of participants with account balances	2021-01-01	870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: EVERWISE CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	954
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	752
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	344
Total of all active and inactive participants	2020-01-01	1,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	1,098
Number of participants with account balances	2020-01-01	1,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	52
2019: EVERWISE CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	900
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	666
Number of retired or separated participants receiving benefits	2019-01-01	20
Number of other retired or separated participants entitled to future benefits	2019-01-01	252
Total of all active and inactive participants	2019-01-01	938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	938
Number of participants with account balances	2019-01-01	935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	101
2017: EVERWISE CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	635
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	562
Number of retired or separated participants receiving benefits	2017-01-01	12
Number of other retired or separated participants entitled to future benefits	2017-01-01	95
Total of all active and inactive participants	2017-01-01	669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	671
Number of participants with account balances	2017-01-01	670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	56
2016: EVERWISE CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	637
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	525
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	79
Total of all active and inactive participants	2016-01-01	611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	611
Number of participants with account balances	2016-01-01	604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	45
2015: EVERWISE CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	537
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	72
Total of all active and inactive participants	2015-01-01	617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	617
Number of participants with account balances	2015-01-01	613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EVERWISE CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	630
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	544
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	67
Total of all active and inactive participants	2014-01-01	612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	612
Number of participants with account balances	2014-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	34
2013: EVERWISE CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	720
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	561
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	55
Total of all active and inactive participants	2013-01-01	616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	616
Number of participants with account balances	2013-01-01	571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	32
2012: EVERWISE CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	651
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	625
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	94
Total of all active and inactive participants	2012-01-01	719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	720
Number of participants with account balances	2012-01-01	674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	39
2011: EVERWISE CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	605
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	606
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	45
Total of all active and inactive participants	2011-01-01	651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	651
Number of participants with account balances	2011-01-01	589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	26
2009: EVERWISE CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	619
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	565
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	67
Total of all active and inactive participants	2009-01-01	632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	632
Number of participants with account balances	2009-01-01	617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on EVERWISE CREDIT UNION 401(K) PLAN

Measure	Date	Value
2023 : EVERWISE CREDIT UNION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$21,267,278
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$11,234,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$11,061,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$7,913,625
Value of total assets at end of year	2023-12-31	$91,311,546
Value of total assets at beginning of year	2023-12-31	$81,279,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$173,462
Total interest from all sources	2023-12-31	$182,039
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,927,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,927,704
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$3,730,444
Participant contributions at end of year	2023-12-31	$1,559,053
Participant contributions at beginning of year	2023-12-31	$1,295,336
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$444,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$10,032,391
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$91,311,546
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$81,279,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$80,335
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$85,925,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$73,939,561
Interest on participant loans	2023-12-31	$87,727
Interest earned on other investments	2023-12-31	$94,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$3,826,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$6,044,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$11,243,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$3,738,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$11,061,425
Contract administrator fees	2023-12-31	$85,093
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-12-31	440160260
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$21,267,278
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$11,234,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$11,061,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$7,913,625
Value of total assets at end of year	2023-01-01	$91,311,546
Value of total assets at beginning of year	2023-01-01	$81,279,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$173,462
Total interest from all sources	2023-01-01	$182,039
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$1,927,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$1,927,704
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$50,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$3,730,444
Participant contributions at end of year	2023-01-01	$1,559,053
Participant contributions at beginning of year	2023-01-01	$1,295,336
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$444,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$10,032,391
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$91,311,546
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$81,279,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$80,335
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$85,925,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$73,939,561
Interest on participant loans	2023-01-01	$87,727
Interest earned on other investments	2023-01-01	$94,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$3,826,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$6,044,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$11,243,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$3,738,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$11,061,425
Contract administrator fees	2023-01-01	$85,093
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-01-01	440160260
2022 : EVERWISE CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,700,363
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,841,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,587,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,188,898
Value of total assets at end of year	2022-12-31	$81,279,155
Value of total assets at beginning of year	2022-12-31	$95,821,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$254,415
Total interest from all sources	2022-12-31	$141,186
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,472,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,472,699
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,957,508
Participant contributions at end of year	2022-12-31	$1,295,336
Participant contributions at beginning of year	2022-12-31	$1,165,780
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$185,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-14,541,854
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$81,279,155
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$95,821,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$78,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$73,939,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$88,158,853
Interest on participant loans	2022-12-31	$56,176
Interest earned on other investments	2022-12-31	$85,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,044,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,496,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-17,503,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,046,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,587,076
Contract administrator fees	2022-12-31	$176,018
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-6,700,363
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$7,841,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$7,587,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$8,188,898
Value of total assets at end of year	2022-01-01	$81,279,155
Value of total assets at beginning of year	2022-01-01	$95,821,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$254,415
Total interest from all sources	2022-01-01	$141,186
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$2,472,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$2,472,699
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$50,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$3,957,508
Participant contributions at end of year	2022-01-01	$1,295,336
Participant contributions at beginning of year	2022-01-01	$1,165,780
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$185,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-14,541,854
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$81,279,155
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$95,821,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$78,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$73,939,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$88,158,853
Interest on participant loans	2022-01-01	$56,176
Interest earned on other investments	2022-01-01	$85,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$6,044,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$6,496,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-17,503,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$4,046,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$7,587,076
Contract administrator fees	2022-01-01	$176,018
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	FORVIS, LLP
Accountancy firm EIN	2022-01-01	440160260
2021 : EVERWISE CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$20,450,228
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$10,383,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$10,065,656
Value of total corrective distributions	2021-12-31	$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,629,277
Value of total assets at end of year	2021-12-31	$95,821,009
Value of total assets at beginning of year	2021-12-31	$85,754,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$317,842
Total interest from all sources	2021-12-31	$160,629
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,204,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,204,192
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,894,413
Participant contributions at end of year	2021-12-31	$1,165,780
Participant contributions at beginning of year	2021-12-31	$1,297,451
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$765,180
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,066,719
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$95,821,009
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$85,754,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$91,285
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$88,158,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$76,129,023
Interest on participant loans	2021-12-31	$62,518
Interest earned on other investments	2021-12-31	$98,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,496,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,327,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$9,456,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,969,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$10,065,656
Contract administrator fees	2021-12-31	$226,557
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : EVERWISE CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$17,290,637
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,854,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,574,145
Expenses. Certain deemed distributions of participant loans	2020-12-31	$12,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,629,502
Value of total assets at end of year	2020-12-31	$85,754,290
Value of total assets at beginning of year	2020-12-31	$73,317,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$267,886
Total interest from all sources	2020-12-31	$165,193
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,997,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,997,095
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,148,574
Participant contributions at end of year	2020-12-31	$1,297,451
Participant contributions at beginning of year	2020-12-31	$1,263,859
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$948,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$12,436,551
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$85,754,290
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$73,317,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$73,239
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$76,129,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$67,459,539
Interest on participant loans	2020-12-31	$69,269
Interest earned on other investments	2020-12-31	$95,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,327,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,594,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,498,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,532,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,574,145
Contract administrator fees	2020-12-31	$194,647
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : EVERWISE CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$18,567,761
Total income from all sources (including contributions)	2019-12-31	$18,567,761
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,367,622
Total of all expenses incurred	2019-12-31	$5,367,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,121,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,121,730
Value of total corrective distributions	2019-12-31	$7,848
Value of total corrective distributions	2019-12-31	$7,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,105,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,105,322
Value of total assets at end of year	2019-12-31	$73,317,739
Value of total assets at end of year	2019-12-31	$73,317,739
Value of total assets at beginning of year	2019-12-31	$60,117,600
Value of total assets at beginning of year	2019-12-31	$60,117,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$238,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$238,044
Total interest from all sources	2019-12-31	$161,576
Total interest from all sources	2019-12-31	$161,576
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,818,246
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,818,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,818,246
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,818,246
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$50,000,000
Value of fidelity bond cover	2019-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,706,329
Contributions received from participants	2019-12-31	$2,706,329
Participant contributions at end of year	2019-12-31	$1,263,859
Participant contributions at end of year	2019-12-31	$1,263,859
Participant contributions at beginning of year	2019-12-31	$1,198,246
Participant contributions at beginning of year	2019-12-31	$1,198,246
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$158,584
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$158,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$13,200,139
Value of net income/loss	2019-12-31	$13,200,139
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$73,317,739
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$73,317,739
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$60,117,600
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$60,117,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$67,459,539
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$67,459,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$53,714,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$53,714,942
Interest on participant loans	2019-12-31	$72,120
Interest on participant loans	2019-12-31	$72,120
Interest earned on other investments	2019-12-31	$89,456
Interest earned on other investments	2019-12-31	$89,456
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,594,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,594,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,204,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,204,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$10,482,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$10,482,617
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,240,409
Contributions received in cash from employer	2019-12-31	$3,240,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,121,730
Contract administrator fees	2019-12-31	$238,044
Contract administrator fees	2019-12-31	$238,044
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD LLP
Accountancy firm name	2019-12-31	BKD LLP
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : EVERWISE CREDIT UNION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$23,914,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,358,947
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,615,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,379,566
Value of total corrective distributions	2018-12-31	$18,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,253,843
Value of total assets at end of year	2018-12-31	$60,117,600
Value of total assets at beginning of year	2018-12-31	$39,460,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$218,120
Total interest from all sources	2018-12-31	$144,446
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,143,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,143,034
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,407,215
Participant contributions at end of year	2018-12-31	$1,198,246
Participant contributions at beginning of year	2018-12-31	$919,112
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$652,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,256,919
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$60,117,600
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$39,460,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$53,714,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$35,380,235
Interest on participant loans	2018-12-31	$55,239
Interest earned on other investments	2018-12-31	$89,207
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,204,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,160,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,182,376
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,193,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,379,566
Contract administrator fees	2018-12-31	$218,120
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : EVERWISE CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,213,698
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,940,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,806,504
Value of total corrective distributions	2017-12-31	$5,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,011,236
Value of total assets at end of year	2017-12-31	$39,460,120
Value of total assets at beginning of year	2017-12-31	$34,187,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$128,687
Total interest from all sources	2017-12-31	$92,949
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$870,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$870,179
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,990,848
Participant contributions at end of year	2017-12-31	$919,112
Participant contributions at beginning of year	2017-12-31	$1,053,976
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$427,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,273,067
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$39,460,120
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$34,187,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$35,380,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$30,516,834
Interest on participant loans	2017-12-31	$45,109
Interest earned on other investments	2017-12-31	$47,840
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,160,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,616,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,239,334
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$593,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,806,504
Contract administrator fees	2017-12-31	$128,687
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : EVERWISE CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$53,593
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	$5,185,840
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,321,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,201,390
Value of total corrective distributions	2016-12-31	$1,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,663,529
Value of total assets at end of year	2016-12-31	$34,187,053
Value of total assets at beginning of year	2016-12-31	$31,376,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$118,280
Total interest from all sources	2016-12-31	$45,190
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$662,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$662,929
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,862,593
Participant contributions at end of year	2016-12-31	$1,053,976
Participant contributions at beginning of year	2016-12-31	$989,866
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$168,411
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,864,447
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$34,187,053
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$31,376,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$30,516,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$27,814,231
Interest on participant loans	2016-12-31	$45,190
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,616,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,572,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,814,192
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$632,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,201,390
Contract administrator fees	2016-12-31	$118,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : EVERWISE CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,381,813
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,596,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,425,038
Value of total corrective distributions	2015-12-31	$34,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,399,442
Value of total assets at end of year	2015-12-31	$31,376,199
Value of total assets at beginning of year	2015-12-31	$32,590,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$136,905
Total interest from all sources	2015-12-31	$92,363
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,218,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,218,366
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,835,188
Participant contributions at end of year	2015-12-31	$989,866
Participant contributions at beginning of year	2015-12-31	$979,752
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,722
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,214,525
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$31,376,199
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$32,590,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$27,814,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$28,249,039
Interest on participant loans	2015-12-31	$44,417
Interest earned on other investments	2015-12-31	$47,946
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,572,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,361,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,328,358
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$558,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,425,038
Contract administrator fees	2015-12-31	$136,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : EVERWISE CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,031,853
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,157,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,026,689
Value of total corrective distributions	2014-12-31	$7,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,409,178
Value of total assets at end of year	2014-12-31	$32,590,724
Value of total assets at beginning of year	2014-12-31	$30,716,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$123,841
Total interest from all sources	2014-12-31	$121,665
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$704,395
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$704,395
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,771,861
Participant contributions at end of year	2014-12-31	$979,752
Participant contributions at beginning of year	2014-12-31	$871,783
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$83,979
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$29,843,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,874,031
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$32,590,724
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$30,716,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$28,249,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,539
Interest on participant loans	2014-12-31	$44,239
Interest earned on other investments	2014-12-31	$77,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,361,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$796,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$553,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,026,689
Contract administrator fees	2014-12-31	$123,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : EVERWISE CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,319
Total income from all sources (including contributions)	2013-12-31	$7,379,266
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,995,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,973,706
Value of total corrective distributions	2013-12-31	$7,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,223,543
Value of total assets at end of year	2013-12-31	$30,716,693
Value of total assets at beginning of year	2013-12-31	$25,338,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,525
Total interest from all sources	2013-12-31	$54,784
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$313,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$313,916
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,605,004
Participant contributions at end of year	2013-12-31	$871,783
Participant contributions at beginning of year	2013-12-31	$1,014,390
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$101,425
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$29,843,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$9,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$5,319
Administrative expenses (other) incurred	2013-12-31	$14,525
Total non interest bearing cash at beginning of year	2013-12-31	$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,383,626
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$30,716,693
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,333,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,999,681
Interest on participant loans	2013-12-31	$54,784
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,314,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,828,097
Net investment gain or loss from common/collective trusts	2013-12-31	$-41,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$517,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,973,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : EVERWISE CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$5,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,148
Total income from all sources (including contributions)	2012-12-31	$5,775,103
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,740,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,717,112
Value of total corrective distributions	2012-12-31	$6,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,762,490
Value of total assets at end of year	2012-12-31	$25,338,386
Value of total assets at beginning of year	2012-12-31	$21,299,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,326
Total interest from all sources	2012-12-31	$56,876
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$327,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$327,162
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,643,620
Participant contributions at end of year	2012-12-31	$1,014,390
Participant contributions at beginning of year	2012-12-31	$815,289
Participant contributions at beginning of year	2012-12-31	$50,787
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$302,891
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$9,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$19,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$5,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,148
Other income not declared elsewhere	2012-12-31	$47
Administrative expenses (other) incurred	2012-12-31	$16,326
Total non interest bearing cash at end of year	2012-12-31	$47
Total non interest bearing cash at beginning of year	2012-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,035,080
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,333,067
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,297,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$20,999,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,287,101
Interest on participant loans	2012-12-31	$56,876
Value of interest in common/collective trusts at end of year	2012-12-31	$3,314,457
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,109,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,524,928
Net investment gain or loss from common/collective trusts	2012-12-31	$103,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$815,979
Employer contributions (assets) at beginning of year	2012-12-31	$17,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,717,112
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : EVERWISE CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,671,983
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,534,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,520,847
Value of total corrective distributions	2011-12-31	$627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,256,063
Value of total assets at end of year	2011-12-31	$21,299,135
Value of total assets at beginning of year	2011-12-31	$21,160,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,825
Total interest from all sources	2011-12-31	$49,163
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$274,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$274,327
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,576,412
Participant contributions at end of year	2011-12-31	$815,289
Participant contributions at beginning of year	2011-12-31	$743,816
Participant contributions at end of year	2011-12-31	$50,787
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$19,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$20,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,148
Other income not declared elsewhere	2011-12-31	$333
Administrative expenses (other) incurred	2011-12-31	$12,825
Total non interest bearing cash at end of year	2011-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$137,684
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,297,987
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,160,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,287,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$17,507,524
Interest on participant loans	2011-12-31	$49,163
Value of interest in common/collective trusts at end of year	2011-12-31	$3,109,214
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,888,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,010,693
Net investment gain or loss from common/collective trusts	2011-12-31	$102,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$679,651
Employer contributions (assets) at end of year	2011-12-31	$17,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,520,847
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : EVERWISE CREDIT UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$77,545
Total income from all sources (including contributions)	2010-12-31	$4,417,360
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$651,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$615,944
Value of total corrective distributions	2010-12-31	$21,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,054,450
Value of total assets at end of year	2010-12-31	$21,160,303
Value of total assets at beginning of year	2010-12-31	$17,471,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,575
Total interest from all sources	2010-12-31	$52,777
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$276,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$276,786
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,546,792
Participant contributions at end of year	2010-12-31	$743,816
Participant contributions at beginning of year	2010-12-31	$669,072
Participant contributions at beginning of year	2010-12-31	$50,670
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$136,759
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$20,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$12,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$77,545
Administrative expenses (other) incurred	2010-12-31	$13,575
Total non interest bearing cash at beginning of year	2010-12-31	$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,766,064
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,160,303
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,394,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$17,507,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,241,087
Interest on participant loans	2010-12-31	$52,777
Value of interest in common/collective trusts at end of year	2010-12-31	$2,888,101
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,480,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,913,659
Net investment gain or loss from common/collective trusts	2010-12-31	$119,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$370,899
Employer contributions (assets) at beginning of year	2010-12-31	$17,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$615,944
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260
2009 : EVERWISE CREDIT UNION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0