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CENTRA CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameCENTRA CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 003

CENTRA CREDIT UNION 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

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

Company Name:CENTRA CREDIT UNION
Employer identification number (EIN):350885381
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRA CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01MELISSA JEWELL
0032023-01-01
0032023-01-01MELISSA JEWELL
0032022-01-01
0032022-01-01MELISSA JEWELL
0032021-01-01
0032021-01-01MELISSA JEWELL
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MELISSA E JEWELL
0032016-01-01MELISSA E JEWELL
0032015-01-01MELISSA E JEWELL
0032014-01-01MELISSA E JEWELL
0032013-01-01MELISSA E JEWELL
0032012-01-01MELISSA E JEWELL
0032011-01-01MELISSA JEWELL
0032009-01-01MELISSA JEWELL

Plan Statistics for CENTRA CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for CENTRA CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01589
Total number of active participants reported on line 7a of the Form 55002023-01-01394
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01199
Total of all active and inactive participants2023-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01593
Number of participants with account balances2023-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0127
2022: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01545
Total number of active participants reported on line 7a of the Form 55002022-01-01391
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01191
Total of all active and inactive participants2022-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01583
Number of participants with account balances2022-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01501
Total number of active participants reported on line 7a of the Form 55002021-01-01368
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01167
Total of all active and inactive participants2021-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01535
Number of participants with account balances2021-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01473
Total number of active participants reported on line 7a of the Form 55002020-01-01361
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-01111
Total of all active and inactive participants2020-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01496
Number of participants with account balances2020-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0151
2019: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01451
Total number of active participants reported on line 7a of the Form 55002019-01-01351
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01105
Total of all active and inactive participants2019-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01461
Number of participants with account balances2019-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01407
Total number of active participants reported on line 7a of the Form 55002018-01-01345
Number of retired or separated participants receiving benefits2018-01-0199
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01445
Number of participants with account balances2018-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01403
Total number of active participants reported on line 7a of the Form 55002017-01-01316
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01407
Number of participants with account balances2017-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01365
Total number of active participants reported on line 7a of the Form 55002016-01-01311
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0187
Total of all active and inactive participants2016-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01401
Number of participants with account balances2016-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01344
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01371
Number of participants with account balances2015-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01329
Total number of active participants reported on line 7a of the Form 55002014-01-01267
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01338
Number of participants with account balances2014-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
2013: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01298
Total number of active participants reported on line 7a of the Form 55002013-01-01257
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01313
Number of participants with account balances2013-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0136
2012: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01289
Total number of active participants reported on line 7a of the Form 55002012-01-01249
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01291
Number of participants with account balances2012-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01270
Total number of active participants reported on line 7a of the Form 55002011-01-01251
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01284
Number of participants with account balances2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01286
Total number of active participants reported on line 7a of the Form 55002009-01-01241
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01268
Number of participants with account balances2009-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on CENTRA CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$5,597,167
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,471,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,376,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,557,801
Value of total assets at end of year2023-12-31$20,844,179
Value of total assets at beginning of year2023-12-31$17,718,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,979
Total interest from all sources2023-12-31$50,861
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$409,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$409,611
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,712,359
Participant contributions at end of year2023-12-31$444,344
Participant contributions at beginning of year2023-12-31$373,386
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$135,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,125,943
Value of net assets at end of year (total assets less liabilities)2023-12-31$20,844,179
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,718,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$17,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$18,978,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,859,585
Interest on participant loans2023-12-31$23,420
Interest earned on other investments2023-12-31$27,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,421,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,485,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,578,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$710,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,376,245
Contract administrator fees2023-12-31$66,705
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOEREN MAYHEW
Accountancy firm EIN2023-12-31382492570
Total unrealized appreciation/depreciation of assets2023-01-01$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$5,597,167
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,471,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,376,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,557,801
Value of total assets at end of year2023-01-01$20,844,179
Value of total assets at beginning of year2023-01-01$17,718,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$94,979
Total interest from all sources2023-01-01$50,861
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$409,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$409,611
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,712,359
Participant contributions at end of year2023-01-01$444,344
Participant contributions at beginning of year2023-01-01$373,386
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$135,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,125,943
Value of net assets at end of year (total assets less liabilities)2023-01-01$20,844,179
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$17,718,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$17,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$18,978,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$15,859,585
Interest on participant loans2023-01-01$23,420
Interest earned on other investments2023-01-01$27,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,421,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,485,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,578,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$710,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,376,245
Contract administrator fees2023-01-01$66,705
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DOEREN MAYHEW
Accountancy firm EIN2023-01-01382492570
2022 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-776,176
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,414,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,318,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,453,720
Value of total assets at end of year2022-12-31$17,718,236
Value of total assets at beginning of year2022-12-31$19,908,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,964
Total interest from all sources2022-12-31$32,824
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$487,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$487,936
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,470,111
Participant contributions at end of year2022-12-31$373,386
Participant contributions at beginning of year2022-12-31$376,892
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$259,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,190,622
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,718,236
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,908,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,859,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,294,857
Interest on participant loans2022-12-31$12,768
Interest earned on other investments2022-12-31$20,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,485,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,237,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,750,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$724,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,318,482
Contract administrator fees2022-12-31$79,886
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOEREN MAYHEW
Accountancy firm EIN2022-12-31382492570
Total unrealized appreciation/depreciation of assets2022-01-01$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$0
Total income from all sources (including contributions)2022-01-01$-776,176
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,414,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,318,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,453,720
Value of total assets at end of year2022-01-01$17,718,236
Value of total assets at beginning of year2022-01-01$19,908,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$95,964
Total interest from all sources2022-01-01$32,824
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$487,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$487,936
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,470,111
Participant contributions at end of year2022-01-01$373,386
Participant contributions at beginning of year2022-01-01$376,892
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$259,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,190,622
Value of net assets at end of year (total assets less liabilities)2022-01-01$17,718,236
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$19,908,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$16,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$15,859,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$18,294,857
Interest on participant loans2022-01-01$12,768
Interest earned on other investments2022-01-01$20,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,485,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,237,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,750,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$724,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,318,482
Contract administrator fees2022-01-01$79,886
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DOEREN MAYHEW
Accountancy firm EIN2022-01-01382492570
2021 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,473,644
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,364,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,249,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,148,513
Value of total assets at end of year2021-12-31$19,908,858
Value of total assets at beginning of year2021-12-31$16,800,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,663
Total interest from all sources2021-12-31$29,786
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$489,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$489,539
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,340,308
Participant contributions at end of year2021-12-31$376,892
Participant contributions at beginning of year2021-12-31$324,041
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,108,828
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,908,858
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,800,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,294,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,010,877
Interest on participant loans2021-12-31$12,886
Interest earned on other investments2021-12-31$16,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,237,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,465,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,805,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$767,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,249,153
Contract administrator fees2021-12-31$97,423
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOEREN MAYHEW
Accountancy firm EIN2021-12-31382492570
2020 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,205,972
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$507,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$426,990
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,133,229
Value of total assets at end of year2020-12-31$16,800,030
Value of total assets at beginning of year2020-12-31$13,101,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,671
Total interest from all sources2020-12-31$32,166
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$452,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$452,406
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,303,106
Participant contributions at end of year2020-12-31$324,041
Participant contributions at beginning of year2020-12-31$359,512
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$71,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,698,311
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,800,030
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,101,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,010,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,171,968
Interest on participant loans2020-12-31$15,675
Interest earned on other investments2020-12-31$16,491
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,465,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$570,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,588,171
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$759,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$426,990
Contract administrator fees2020-12-31$80,671
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DOEREN MAYHEW
Accountancy firm EIN2020-12-31382492570
2019 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,971,679
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$913,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$843,893
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,699,478
Value of total assets at end of year2019-12-31$13,101,719
Value of total assets at beginning of year2019-12-31$10,043,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,867
Total interest from all sources2019-12-31$27,992
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$355,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$355,286
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,045,687
Participant contributions at end of year2019-12-31$359,512
Participant contributions at beginning of year2019-12-31$359,952
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,057,919
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,101,719
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,043,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,171,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,151,170
Interest on participant loans2019-12-31$16,995
Interest earned on other investments2019-12-31$10,997
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$570,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$532,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,888,923
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$594,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$843,893
Contract administrator fees2019-12-31$69,867
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm EIN2019-12-31382492570
2018 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,114,891
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$404,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$399,073
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,637,791
Value of total assets at end of year2018-12-31$10,043,800
Value of total assets at beginning of year2018-12-31$9,333,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,125
Total interest from all sources2018-12-31$20,244
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$158,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$158,862
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$955,007
Participant contributions at end of year2018-12-31$359,952
Participant contributions at beginning of year2018-12-31$292,207
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$710,693
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,043,800
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,333,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,151,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,691,941
Interest on participant loans2018-12-31$14,271
Interest earned on other investments2018-12-31$5,973
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$532,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$348,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-702,006
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$634,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$399,073
Contract administrator fees2018-12-31$5,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOEREN MAYHEW
Accountancy firm EIN2018-12-31382492570
2017 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,288,238
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,070,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,062,644
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,119,668
Value of total assets at end of year2017-12-31$9,333,107
Value of total assets at beginning of year2017-12-31$8,115,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,863
Total interest from all sources2017-12-31$13,696
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$742,603
Participant contributions at end of year2017-12-31$292,207
Participant contributions at beginning of year2017-12-31$157,467
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$122,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,217,731
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,333,107
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,115,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,691,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,134,722
Interest on participant loans2017-12-31$7,483
Interest earned on other investments2017-12-31$6,213
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$348,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$823,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,154,874
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$254,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,062,644
Contract administrator fees2017-12-31$7,863
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOEREN MAYHEW
Accountancy firm EIN2017-12-31382492570
2016 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,465,630
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$847,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$843,357
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$882,999
Value of total assets at end of year2016-12-31$8,115,376
Value of total assets at beginning of year2016-12-31$7,497,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,976
Total interest from all sources2016-12-31$6,015
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,349
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$642,993
Participant contributions at end of year2016-12-31$157,467
Participant contributions at beginning of year2016-12-31$196,730
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$618,297
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,115,376
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,497,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,134,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,452,950
Interest on participant loans2016-12-31$6,015
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$823,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$847,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$565,267
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$217,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$843,357
Contract administrator fees2016-12-31$3,976
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOEREN MAYHEW
Accountancy firm EIN2016-12-31382492570
2015 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$780,619
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$536,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$532,273
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$843,588
Value of total assets at end of year2015-12-31$7,497,079
Value of total assets at beginning of year2015-12-31$7,252,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,000
Total interest from all sources2015-12-31$18,846
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$589,033
Participant contributions at end of year2015-12-31$196,730
Participant contributions at beginning of year2015-12-31$153,726
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$244,346
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,497,079
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,252,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,452,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,245,456
Interest on participant loans2015-12-31$5,687
Interest earned on other investments2015-12-31$13,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$847,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$853,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-81,815
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$205,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$532,273
Contract administrator fees2015-12-31$4,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,212,527
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$401,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$398,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$778,470
Value of total assets at end of year2014-12-31$7,252,733
Value of total assets at beginning of year2014-12-31$6,441,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,000
Total interest from all sources2014-12-31$20,634
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$562,042
Participant contributions at end of year2014-12-31$153,726
Participant contributions at beginning of year2014-12-31$153,435
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$810,868
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,252,733
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,441,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,245,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,379,061
Interest on participant loans2014-12-31$5,542
Interest earned on other investments2014-12-31$15,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$853,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$909,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$413,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$200,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$398,659
Contract administrator fees2014-12-31$3,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,593,654
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$238,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$235,119
Value of total corrective distributions2013-12-31$378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$681,796
Value of total assets at end of year2013-12-31$6,441,865
Value of total assets at beginning of year2013-12-31$5,086,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,550
Total interest from all sources2013-12-31$23,057
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$498,711
Participant contributions at end of year2013-12-31$153,435
Participant contributions at beginning of year2013-12-31$161,741
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,355,607
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,441,865
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,086,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,379,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,041,816
Interest on participant loans2013-12-31$5,138
Interest earned on other investments2013-12-31$17,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$909,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$882,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$888,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$180,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$235,119
Contract administrator fees2013-12-31$2,550
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,110,851
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$333,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$326,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$658,094
Value of total assets at end of year2012-12-31$5,086,258
Value of total assets at beginning of year2012-12-31$4,308,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,821
Total interest from all sources2012-12-31$24,946
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$428,388
Participant contributions at end of year2012-12-31$161,741
Participant contributions at beginning of year2012-12-31$157,033
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$84,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$777,630
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,086,258
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,308,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,041,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,436,477
Interest on participant loans2012-12-31$5,136
Interest earned on other investments2012-12-31$19,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$882,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$715,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$427,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$145,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$326,400
Contract administrator fees2012-12-31$6,821
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$576,662
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$151,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$143,097
Value of total corrective distributions2011-12-31$6,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$501,763
Value of total assets at end of year2011-12-31$4,308,628
Value of total assets at beginning of year2011-12-31$3,883,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,617
Total interest from all sources2011-12-31$24,994
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$344,120
Participant contributions at end of year2011-12-31$157,033
Participant contributions at beginning of year2011-12-31$135,813
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$424,890
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,308,628
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,883,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,436,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,961,573
Interest on participant loans2011-12-31$5,673
Interest earned on other investments2011-12-31$19,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$715,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$786,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$49,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$130,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$143,097
Contract administrator fees2011-12-31$2,617
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$885,889
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$165,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$152,961
Value of total corrective distributions2010-12-31$4,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$541,825
Value of total assets at end of year2010-12-31$3,883,738
Value of total assets at beginning of year2010-12-31$3,163,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,461
Total interest from all sources2010-12-31$24,833
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$304,481
Participant contributions at end of year2010-12-31$135,813
Participant contributions at beginning of year2010-12-31$99,589
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$10,178
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$135,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$720,385
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,883,738
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,163,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,961,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,452,079
Interest on participant loans2010-12-31$4,519
Interest earned on other investments2010-12-31$20,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$786,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$597,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$319,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$101,380
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$4,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$152,961
Contract administrator fees2010-12-31$8,461
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRA CREDIT UNION 401(K) PLAN AND TRUST

2023: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CENTRA CREDIT UNION 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
Insurance contract or identification number013-0125-8
Number of Individuals Covered593
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
Insurance contract or identification number013-0125-8
Number of Individuals Covered583
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0125-8
Policy instance 1

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