401k Plan data: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

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

Company Name: TECH CREDIT UNION

Employer identification number (EIN): 350885375

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROSEANN DENNIS 2024-10-03
001 2022-01-01 ROSEANN DENNIS 2023-09-28
001 2021-01-01 ROSEANN DENNIS 2022-09-19
001 2020-01-01 ROSEANN DENNIS 2021-09-29
001 2019-01-01 ROSEANN DENNIS 2020-09-17
001 2018-01-01 ROSEANN DENNIS 2019-07-30
001 2017-01-01 ROSEANN DENNIS 2018-10-03
001 2016-01-01 ROSEANN DENNIS 2017-07-19
001 2014-01-01 ROSEANN DENNIS 2015-07-16
001 2013-01-01 ROSEANN DENNIS 2014-06-03
001 2012-01-01 ROSEANN DENNIS 2013-08-01
001 2011-01-01 ROSEANN R. DENNIS 2012-09-28 ROSEANN R. DENNIS 2012-09-28
001 2010-01-01 ROSEANN R. DENNIS 2011-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROSEANN DENNIS	2024-10-03
001	2022-01-01	ROSEANN DENNIS	2023-09-28
001	2021-01-01	ROSEANN DENNIS	2022-09-19
001	2020-01-01	ROSEANN DENNIS	2021-09-29
001	2019-01-01	ROSEANN DENNIS	2020-09-17
001	2018-01-01	ROSEANN DENNIS	2019-07-30
001	2017-01-01	ROSEANN DENNIS	2018-10-03
001	2016-01-01	ROSEANN DENNIS	2017-07-19
001	2014-01-01	ROSEANN DENNIS	2015-07-16
001	2013-01-01	ROSEANN DENNIS	2014-06-03
001	2012-01-01	ROSEANN DENNIS	2013-08-01
001	2011-01-01	ROSEANN R. DENNIS	2012-09-28	ROSEANN R. DENNIS	2012-09-28
001	2010-01-01	ROSEANN R. DENNIS	2011-09-21

Plan Statistics for TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2025: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-10-14 101
Total number of particpants at end of year 2025-10-14 87
2024: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-10-03 96
Total number of particpants at end of year 2024-10-03 86
2022: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 1,507,484
Acturial value of plan assets 2022-12-31 1,507,484
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 32,758
Number of terminated vested participants 2022-12-31 54
Fundng target for terminated vested participants 2022-12-31 295,523
Active participant vested funding target 2022-12-31 313,235
Number of active participants 2022-12-31 37
Total funding liabilities for active participants 2022-12-31 336,277
Total participant count 2022-12-31 92
Total funding target for all participants 2022-12-31 664,558
Balance at beginning of prior year after applicable adjustments 2022-12-31 62,077
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 62,077
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 69,725
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 36,966
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 1,584,070
Acturial value of plan assets 2021-12-31 1,584,070
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 33,375
Number of terminated vested participants 2021-12-31 48
Fundng target for terminated vested participants 2021-12-31 250,198
Active participant vested funding target 2021-12-31 415,452
Number of active participants 2021-12-31 42
Total funding liabilities for active participants 2021-12-31 432,169
Total participant count 2021-12-31 92
Total funding target for all participants 2021-12-31 715,742
Balance at beginning of prior year after applicable adjustments 2021-12-31 54,334
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 54,334
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 62,077
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 41,677
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 1,403,336
Acturial value of plan assets 2020-12-31 1,403,336
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 35,098
Number of terminated vested participants 2020-12-31 41
Fundng target for terminated vested participants 2020-12-31 203,518
Active participant vested funding target 2020-12-31 404,894
Number of active participants 2020-12-31 35
Total funding liabilities for active participants 2020-12-31 423,983
Total participant count 2020-12-31 77
Total funding target for all participants 2020-12-31 662,599
Balance at beginning of prior year after applicable adjustments 2020-12-31 45,628
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 45,628
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 54,334
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 37,960
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,234,611
Acturial value of plan assets 2019-12-31 1,234,611
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 35,683
Number of terminated vested participants 2019-12-31 34
Fundng target for terminated vested participants 2019-12-31 139,271
Active participant vested funding target 2019-12-31 446,483
Number of active participants 2019-12-31 38
Total funding liabilities for active participants 2019-12-31 467,236
Total participant count 2019-12-31 73
Total funding target for all participants 2019-12-31 642,190
Balance at beginning of prior year after applicable adjustments 2019-12-31 48,009
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 48,009
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 45,628
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 36,733
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,332,943
Acturial value of plan assets 2018-12-31 1,332,943
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 34,823
Number of terminated vested participants 2018-12-31 33
Fundng target for terminated vested participants 2018-12-31 129,687
Active participant vested funding target 2018-12-31 359,518
Number of active participants 2018-12-31 46
Total funding liabilities for active participants 2018-12-31 387,008
Total participant count 2018-12-31 80
Total funding target for all participants 2018-12-31 551,518
Balance at beginning of prior year after applicable adjustments 2018-12-31 43,416
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 43,416
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 204,276
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 216,165
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 48,009
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 33,991
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,081,861
Acturial value of plan assets 2017-12-31 1,081,861
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 35,064
Number of terminated vested participants 2017-12-31 35
Fundng target for terminated vested participants 2017-12-31 148,457
Active participant vested funding target 2017-12-31 304,072
Number of active participants 2017-12-31 50
Total funding liabilities for active participants 2017-12-31 337,670
Total participant count 2017-12-31 86
Total funding target for all participants 2017-12-31 521,191
Balance at beginning of prior year after applicable adjustments 2017-12-31 40,545
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 40,545
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 181,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 192,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 43,416
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 208,610
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 204,276
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 33,287
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 204,276
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 865,948
Acturial value of plan assets 2016-12-31 865,948
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 35,273
Number of terminated vested participants 2016-12-31 32
Fundng target for terminated vested participants 2016-12-31 131,189
Active participant vested funding target 2016-12-31 274,814
Number of active participants 2016-12-31 42
Total funding liabilities for active participants 2016-12-31 294,085
Total participant count 2016-12-31 75
Total funding target for all participants 2016-12-31 460,547
Balance at beginning of prior year after applicable adjustments 2016-12-31 40,638
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 40,638
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 40,545
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 184,738
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 181,956
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 25,527
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 181,956
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-10-14	101
Total number of particpants at end of year	2025-10-14	87
2024: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-10-03	96
Total number of particpants at end of year	2024-10-03	86
2022: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	1,507,484
Acturial value of plan assets	2022-12-31	1,507,484
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	32,758
Number of terminated vested participants	2022-12-31	54
Fundng target for terminated vested participants	2022-12-31	295,523
Active participant vested funding target	2022-12-31	313,235
Number of active participants	2022-12-31	37
Total funding liabilities for active participants	2022-12-31	336,277
Total participant count	2022-12-31	92
Total funding target for all participants	2022-12-31	664,558
Balance at beginning of prior year after applicable adjustments	2022-12-31	62,077
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	62,077
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	69,725
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	36,966
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	1,584,070
Acturial value of plan assets	2021-12-31	1,584,070
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	33,375
Number of terminated vested participants	2021-12-31	48
Fundng target for terminated vested participants	2021-12-31	250,198
Active participant vested funding target	2021-12-31	415,452
Number of active participants	2021-12-31	42
Total funding liabilities for active participants	2021-12-31	432,169
Total participant count	2021-12-31	92
Total funding target for all participants	2021-12-31	715,742
Balance at beginning of prior year after applicable adjustments	2021-12-31	54,334
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	54,334
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	62,077
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	41,677
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	1,403,336
Acturial value of plan assets	2020-12-31	1,403,336
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	35,098
Number of terminated vested participants	2020-12-31	41
Fundng target for terminated vested participants	2020-12-31	203,518
Active participant vested funding target	2020-12-31	404,894
Number of active participants	2020-12-31	35
Total funding liabilities for active participants	2020-12-31	423,983
Total participant count	2020-12-31	77
Total funding target for all participants	2020-12-31	662,599
Balance at beginning of prior year after applicable adjustments	2020-12-31	45,628
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	45,628
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	54,334
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	37,960
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,234,611
Acturial value of plan assets	2019-12-31	1,234,611
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	35,683
Number of terminated vested participants	2019-12-31	34
Fundng target for terminated vested participants	2019-12-31	139,271
Active participant vested funding target	2019-12-31	446,483
Number of active participants	2019-12-31	38
Total funding liabilities for active participants	2019-12-31	467,236
Total participant count	2019-12-31	73
Total funding target for all participants	2019-12-31	642,190
Balance at beginning of prior year after applicable adjustments	2019-12-31	48,009
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	48,009
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	45,628
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	36,733
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,332,943
Acturial value of plan assets	2018-12-31	1,332,943
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	34,823
Number of terminated vested participants	2018-12-31	33
Fundng target for terminated vested participants	2018-12-31	129,687
Active participant vested funding target	2018-12-31	359,518
Number of active participants	2018-12-31	46
Total funding liabilities for active participants	2018-12-31	387,008
Total participant count	2018-12-31	80
Total funding target for all participants	2018-12-31	551,518
Balance at beginning of prior year after applicable adjustments	2018-12-31	43,416
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	43,416
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	204,276
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	216,165
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	48,009
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	33,991
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,081,861
Acturial value of plan assets	2017-12-31	1,081,861
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	35,064
Number of terminated vested participants	2017-12-31	35
Fundng target for terminated vested participants	2017-12-31	148,457
Active participant vested funding target	2017-12-31	304,072
Number of active participants	2017-12-31	50
Total funding liabilities for active participants	2017-12-31	337,670
Total participant count	2017-12-31	86
Total funding target for all participants	2017-12-31	521,191
Balance at beginning of prior year after applicable adjustments	2017-12-31	40,545
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	40,545
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	181,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	192,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	43,416
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	208,610
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	204,276
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	33,287
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	204,276
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	865,948
Acturial value of plan assets	2016-12-31	865,948
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	35,273
Number of terminated vested participants	2016-12-31	32
Fundng target for terminated vested participants	2016-12-31	131,189
Active participant vested funding target	2016-12-31	274,814
Number of active participants	2016-12-31	42
Total funding liabilities for active participants	2016-12-31	294,085
Total participant count	2016-12-31	75
Total funding target for all participants	2016-12-31	460,547
Balance at beginning of prior year after applicable adjustments	2016-12-31	40,638
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	40,638
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	40,545
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	184,738
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	181,956
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	25,527
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	181,956
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2025 : TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-14	0
Total liabilities as of the end of the plan year	2025-10-14	0
Total liabilities as of the beginning of the plan year	2025-10-14	0
Total expenses incurred by plan in this plan year	2025-10-14	38521
Net assets as of the end of the plan year	2025-10-14	1323899
Total assets as of the beginning of the plan year	2025-10-14	1240284
Value of plan covered by a fidelity bond	2025-10-14	5000000
Participant contributions to plan in this plan year	2025-10-14	0
Other expenses paid from plan in this plan year	2025-10-14	0
Other contributions to plan in this plan year	2025-10-14	0
Other income to plan in this plan year	2025-10-14	122136
Plan net income in this plan year	2025-10-14	83615
Net assets as of the end of the plan year	2025-10-14	1323899
Net assets as of the beginning of the plan year	2025-10-14	1240284
Employer contributions to plan in this plan year	2025-10-14	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	6637
2024 : TECH CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-03	0
Total liabilities as of the end of the plan year	2024-10-03	0
Total liabilities as of the beginning of the plan year	2024-10-03	0
Total expenses incurred by plan in this plan year	2024-10-03	152350
Net assets as of the end of the plan year	2024-10-03	1240284
Total assets as of the beginning of the plan year	2024-10-03	1217687
Value of plan covered by a fidelity bond	2024-10-03	5000000
Participant contributions to plan in this plan year	2024-10-03	0
Other expenses paid from plan in this plan year	2024-10-03	0
Other contributions to plan in this plan year	2024-10-03	0
Other income to plan in this plan year	2024-10-03	174947
Plan net income in this plan year	2024-10-03	22597
Net assets as of the end of the plan year	2024-10-03	1240284
Net assets as of the beginning of the plan year	2024-10-03	1217687
Employer contributions to plan in this plan year	2024-10-03	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-03	6164

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Company Name:	TECH CREDIT UNION
Employer identification number (EIN):	350885375
NAIC Classification:	522130
NAIC Description:	Credit Unions