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

Plan NameROYAL CREDIT UNION 401(K) PLAN
Plan identification number 011

ROYAL CREDIT UNION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:ROYAL CREDIT UNION
Employer identification number (EIN):396072970
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112023-01-01
0112022-01-01
0112021-01-01
0112020-01-01
0112019-01-01
0112018-01-01
0112017-01-01JAN JOHNSON
0112016-01-01JAN JOHNSON
0112015-01-01JAN JOHNSON
0112014-01-01JAN JOHNSON
0112013-01-01JAN JOHNSON
0112012-01-01JAN JOHNSON
0112011-01-01RICK SCHEMM
0112010-01-01RICK SCHEMM
0112009-01-01RICK SCHEMM RICK SCHEMM2010-09-03

Plan Statistics for ROYAL CREDIT UNION 401(K) PLAN

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

Measure Date Value
2023: ROYAL CREDIT UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,075
Total number of active participants reported on line 7a of the Form 55002023-01-01791
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01318
Total of all active and inactive participants2023-01-011,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-011,116
Number of participants with account balances2023-01-011,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROYAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01865
Total number of active participants reported on line 7a of the Form 55002022-01-01729
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01280
Total of all active and inactive participants2022-01-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,017
Number of participants with account balances2022-01-01978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROYAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01834
Total number of active participants reported on line 7a of the Form 55002021-01-01580
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01254
Total of all active and inactive participants2021-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01839
Number of participants with account balances2021-01-01832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROYAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01786
Total number of active participants reported on line 7a of the Form 55002020-01-01574
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01225
Total of all active and inactive participants2020-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01803
Number of participants with account balances2020-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROYAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01770
Total number of active participants reported on line 7a of the Form 55002019-01-01544
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01212
Total of all active and inactive participants2019-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01760
Number of participants with account balances2019-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROYAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01692
Total number of active participants reported on line 7a of the Form 55002018-01-01552
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01187
Total of all active and inactive participants2018-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01742
Number of participants with account balances2018-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0138
2017: ROYAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01672
Total number of active participants reported on line 7a of the Form 55002017-01-01536
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01152
Total of all active and inactive participants2017-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01692
Number of participants with account balances2017-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: ROYAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01641
Total number of active participants reported on line 7a of the Form 55002016-01-01507
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01141
Total of all active and inactive participants2016-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01652
Number of participants with account balances2016-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: ROYAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01573
Total number of active participants reported on line 7a of the Form 55002015-01-01473
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01596
Number of participants with account balances2015-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: ROYAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01581
Total number of active participants reported on line 7a of the Form 55002014-01-01450
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01573
Number of participants with account balances2014-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: ROYAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01593
Total number of active participants reported on line 7a of the Form 55002013-01-01463
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01116
Total of all active and inactive participants2013-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01581
Number of participants with account balances2013-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: ROYAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01572
Total number of active participants reported on line 7a of the Form 55002012-01-01489
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01593
Number of participants with account balances2012-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: ROYAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01563
Total number of active participants reported on line 7a of the Form 55002011-01-01486
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01578
Number of participants with account balances2011-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2010: ROYAL CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01470
Total number of active participants reported on line 7a of the Form 55002010-01-01482
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0187
Total of all active and inactive participants2010-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01570
Number of participants with account balances2010-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0131
2009: ROYAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01455
Total number of active participants reported on line 7a of the Form 55002009-01-01415
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01483
Number of participants with account balances2009-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on ROYAL CREDIT UNION 401(K) PLAN

Measure Date Value
2023 : ROYAL CREDIT UNION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$677,508
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$23,960,538
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,113,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,868,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$12,043,157
Value of total assets at end of year2023-12-31$85,426,612
Value of total assets at beginning of year2023-12-31$65,902,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$245,305
Total interest from all sources2023-12-31$1,033
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,675,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,675,143
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,981,798
Participant contributions at end of year2023-12-31$19,273
Participant contributions at beginning of year2023-12-31$17,028
Participant contributions at end of year2023-12-31$212,603
Participant contributions at beginning of year2023-12-31$175,320
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,750,617
Total non interest bearing cash at end of year2023-12-31$60,062
Total non interest bearing cash at beginning of year2023-12-31$62,758
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$18,847,068
Value of net assets at end of year (total assets less liabilities)2023-12-31$85,426,612
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$65,902,036
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$101,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$65,793,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$59,638,821
Interest on participant loans2023-12-31$1,033
Value of interest in common/collective trusts at end of year2023-12-31$19,056,114
Value of interest in common/collective trusts at beginning of year2023-12-31$5,790,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,070,634
Net investment gain or loss from common/collective trusts2023-12-31$170,571
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$3,310,742
Employer contributions (assets) at end of year2023-12-31$284,816
Employer contributions (assets) at beginning of year2023-12-31$218,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,868,165
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 name2023-12-31MOSS ADAMS
Accountancy firm EIN2023-12-31910189318
2022 : ROYAL CREDIT UNION 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-798,970
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,085,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,854,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,385,515
Value of total assets at end of year2022-12-31$65,902,036
Value of total assets at beginning of year2022-12-31$71,786,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$231,348
Total interest from all sources2022-12-31$954
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,784,116
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$1,784,116
Administrative expenses professional fees incurred2022-12-31$231,348
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,655,454
Participant contributions at end of year2022-12-31$17,028
Participant contributions at beginning of year2022-12-31$22,258
Participant contributions at end of year2022-12-31$175,320
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,125,408
Total non interest bearing cash at end of year2022-12-31$62,758
Total non interest bearing cash at beginning of year2022-12-31$57,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,884,508
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,902,036
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,786,544
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$59,638,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,815,465
Interest on participant loans2022-12-31$954
Value of interest in common/collective trusts at end of year2022-12-31$5,790,018
Value of interest in common/collective trusts at beginning of year2022-12-31$5,774,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,077,285
Net investment gain or loss from common/collective trusts2022-12-31$107,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,604,653
Employer contributions (assets) at end of year2022-12-31$218,091
Employer contributions (assets) at beginning of year2022-12-31$116,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,854,190
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 name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : ROYAL CREDIT UNION 401(K) PLAN 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$15,667,121
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,894,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,675,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,451,640
Value of total assets at end of year2021-12-31$71,786,544
Value of total assets at beginning of year2021-12-31$59,013,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$219,494
Total interest from all sources2021-12-31$1,159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,086,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,086,963
Administrative expenses professional fees incurred2021-12-31$219,494
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,993,928
Participant contributions at end of year2021-12-31$22,258
Participant contributions at beginning of year2021-12-31$24,308
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$184,052
Total non interest bearing cash at end of year2021-12-31$57,814
Total non interest bearing cash at beginning of year2021-12-31$44,190
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$12,772,621
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,786,544
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,013,923
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,815,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,256,004
Interest on participant loans2021-12-31$1,159
Value of interest in common/collective trusts at end of year2021-12-31$5,774,862
Value of interest in common/collective trusts at beginning of year2021-12-31$4,591,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,033,431
Net investment gain or loss from common/collective trusts2021-12-31$93,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,273,660
Employer contributions (assets) at end of year2021-12-31$116,145
Employer contributions (assets) at beginning of year2021-12-31$97,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,675,006
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 name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : ROYAL CREDIT UNION 401(K) PLAN 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$13,267,030
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,106,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,918,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,548,770
Value of total assets at end of year2020-12-31$59,013,923
Value of total assets at beginning of year2020-12-31$49,853,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$188,033
Total interest from all sources2020-12-31$1,640
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,346,026
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$1,346,026
Administrative expenses professional fees incurred2020-12-31$188,033
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,474,159
Participant contributions at end of year2020-12-31$24,308
Participant contributions at beginning of year2020-12-31$32,660
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$43,275
Total non interest bearing cash at end of year2020-12-31$44,190
Total non interest bearing cash at beginning of year2020-12-31$47,491
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$9,160,049
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,013,923
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,853,874
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$54,256,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,776,962
Interest on participant loans2020-12-31$1,640
Value of interest in common/collective trusts at end of year2020-12-31$4,591,726
Value of interest in common/collective trusts at beginning of year2020-12-31$4,938,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,275,885
Net investment gain or loss from common/collective trusts2020-12-31$94,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,031,336
Employer contributions (assets) at end of year2020-12-31$97,695
Employer contributions (assets) at beginning of year2020-12-31$58,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,918,948
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : ROYAL CREDIT UNION 401(K) PLAN 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$13,482,544
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,657,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,492,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,946,169
Value of total assets at end of year2019-12-31$49,853,874
Value of total assets at beginning of year2019-12-31$40,029,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,167
Total interest from all sources2019-12-31$1,677
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,231,974
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$1,231,974
Administrative expenses professional fees incurred2019-12-31$165,167
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
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$3,009,828
Participant contributions at end of year2019-12-31$32,660
Participant contributions at beginning of year2019-12-31$32,636
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$212,736
Total non interest bearing cash at end of year2019-12-31$47,491
Total non interest bearing cash at beginning of year2019-12-31$48,290
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$9,824,691
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,853,874
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,029,183
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$44,776,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,755,373
Interest on participant loans2019-12-31$1,677
Value of interest in common/collective trusts at end of year2019-12-31$4,938,550
Value of interest in common/collective trusts at beginning of year2019-12-31$4,144,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,202,187
Net investment gain or loss from common/collective trusts2019-12-31$100,537
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$1,723,605
Employer contributions (assets) at end of year2019-12-31$58,211
Employer contributions (assets) at beginning of year2019-12-31$48,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,492,686
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 name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
2018 : ROYAL CREDIT UNION 401(K) PLAN 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$2,329,727
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,350,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,209,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,476,561
Value of total assets at end of year2018-12-31$40,029,183
Value of total assets at beginning of year2018-12-31$41,050,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$141,121
Total interest from all sources2018-12-31$1,026
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,724,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,724,898
Administrative expenses professional fees incurred2018-12-31$141,121
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,720,626
Participant contributions at end of year2018-12-31$32,636
Participant contributions at beginning of year2018-12-31$11,205
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$109,044
Other income not declared elsewhere2018-12-31$20,196
Total non interest bearing cash at end of year2018-12-31$48,290
Total non interest bearing cash at beginning of year2018-12-31$167,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,021,185
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,029,183
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,050,368
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$35,755,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,560,997
Interest on participant loans2018-12-31$1,026
Value of interest in common/collective trusts at end of year2018-12-31$4,144,683
Value of interest in common/collective trusts at beginning of year2018-12-31$3,271,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,964,998
Net investment gain or loss from common/collective trusts2018-12-31$72,044
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$1,646,891
Employer contributions (assets) at end of year2018-12-31$48,201
Employer contributions (assets) at beginning of year2018-12-31$39,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,209,791
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 name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : ROYAL CREDIT UNION 401(K) PLAN 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$9,527,879
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,534,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,393,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,829,757
Value of total assets at end of year2017-12-31$41,050,368
Value of total assets at beginning of year2017-12-31$34,057,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$141,061
Total interest from all sources2017-12-31$470
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,180,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,180,935
Administrative expenses professional fees incurred2017-12-31$141,061
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,270,115
Participant contributions at end of year2017-12-31$11,205
Participant contributions at beginning of year2017-12-31$4,097
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$89,956
Total non interest bearing cash at end of year2017-12-31$167,057
Total non interest bearing cash at beginning of year2017-12-31$126,135
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$6,993,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,050,368
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,057,115
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$37,560,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,498,046
Interest on participant loans2017-12-31$470
Value of interest in common/collective trusts at end of year2017-12-31$3,271,242
Value of interest in common/collective trusts at beginning of year2017-12-31$3,403,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,465,855
Net investment gain or loss from common/collective trusts2017-12-31$50,862
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$1,469,686
Employer contributions (assets) at end of year2017-12-31$39,867
Employer contributions (assets) at beginning of year2017-12-31$25,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,393,565
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 name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : ROYAL CREDIT UNION 401(K) PLAN 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$5,767,990
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,236,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,115,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,107,084
Value of total assets at end of year2016-12-31$34,057,115
Value of total assets at beginning of year2016-12-31$30,525,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$121,014
Total interest from all sources2016-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$997,638
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$997,638
Administrative expenses professional fees incurred2016-12-31$121,014
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,817,389
Participant contributions at end of year2016-12-31$4,097
Total non interest bearing cash at end of year2016-12-31$126,135
Total non interest bearing cash at beginning of year2016-12-31$113,090
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$3,531,362
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,057,115
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,525,753
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$30,498,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,220,159
Interest on participant loans2016-12-31$7
Value of interest in common/collective trusts at end of year2016-12-31$3,403,611
Value of interest in common/collective trusts at beginning of year2016-12-31$3,168,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,609,598
Net investment gain or loss from common/collective trusts2016-12-31$53,663
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$1,289,695
Employer contributions (assets) at end of year2016-12-31$25,226
Employer contributions (assets) at beginning of year2016-12-31$23,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,115,614
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 name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : ROYAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,118,368
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,340,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,211,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,784,496
Value of total assets at end of year2015-12-31$30,525,753
Value of total assets at beginning of year2015-12-31$30,747,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$128,895
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,798,626
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$1,798,626
Administrative expenses professional fees incurred2015-12-31$73,215
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,651,328
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,550
Total non interest bearing cash at end of year2015-12-31$113,090
Total non interest bearing cash at beginning of year2015-12-31$26,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-222,036
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,525,753
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,747,789
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
Investment advisory and management fees2015-12-31$55,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,220,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,879,320
Value of interest in common/collective trusts at end of year2015-12-31$3,168,687
Value of interest in common/collective trusts at beginning of year2015-12-31$2,842,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,466,383
Net investment gain or loss from common/collective trusts2015-12-31$1,629
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$1,120,618
Employer contributions (assets) at end of year2015-12-31$23,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,211,509
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 name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : ROYAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$37,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,617,711
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,207,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,082,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,528,492
Value of total assets at end of year2014-12-31$30,747,789
Value of total assets at beginning of year2014-12-31$31,300,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,148
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,278,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,278,491
Administrative expenses professional fees incurred2014-12-31$68,082
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,566,419
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,298
Total non interest bearing cash at end of year2014-12-31$26,093
Total non interest bearing cash at beginning of year2014-12-31$21,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-590,121
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,747,789
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,300,874
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
Investment advisory and management fees2014-12-31$57,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,879,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,705,408
Value of interest in common/collective trusts at end of year2014-12-31$2,842,376
Value of interest in common/collective trusts at beginning of year2014-12-31$3,574,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-239,767
Net investment gain or loss from common/collective trusts2014-12-31$50,495
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$960,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,082,684
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 name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : ROYAL CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,318,528
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,037,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,920,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,775,831
Value of total assets at end of year2013-12-31$31,300,874
Value of total assets at beginning of year2013-12-31$25,020,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$117,243
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,409,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,409,649
Administrative expenses professional fees incurred2013-12-31$57,749
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,747,631
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,802
Total non interest bearing cash at end of year2013-12-31$21,193
Total non interest bearing cash at beginning of year2013-12-31$31,287
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$6,280,632
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,300,874
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,020,242
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
Investment advisory and management fees2013-12-31$59,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,705,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,645,551
Value of interest in common/collective trusts at end of year2013-12-31$3,574,273
Value of interest in common/collective trusts at beginning of year2013-12-31$3,343,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,096,144
Net investment gain or loss from common/collective trusts2013-12-31$36,904
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$1,024,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,920,653
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 name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : ROYAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,667,183
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,602,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,500,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,808,135
Value of total assets at end of year2012-12-31$25,020,242
Value of total assets at beginning of year2012-12-31$22,955,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$101,209
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$698,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$698,860
Administrative expenses professional fees incurred2012-12-31$101,209
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,725,466
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,773
Total non interest bearing cash at end of year2012-12-31$31,287
Total non interest bearing cash at beginning of year2012-12-31$34,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,065,039
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,020,242
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,955,203
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$21,645,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,855,253
Value of interest in common/collective trusts at end of year2012-12-31$3,343,404
Value of interest in common/collective trusts at beginning of year2012-12-31$4,064,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,117,296
Net investment gain or loss from common/collective trusts2012-12-31$42,892
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$1,059,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,500,935
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 name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : ROYAL CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,529
Total income from all sources (including contributions)2011-12-31$2,626,245
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,111,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,013,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,544,414
Value of total assets at end of year2011-12-31$22,955,203
Value of total assets at beginning of year2011-12-31$22,449,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$98,459
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$527,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$527,534
Administrative expenses professional fees incurred2011-12-31$41,622
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,521,054
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$64,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$8,529
Total non interest bearing cash at end of year2011-12-31$34,975
Total non interest bearing cash at beginning of year2011-12-31$28,643
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$514,615
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,955,203
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,440,588
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
Investment advisory and management fees2011-12-31$56,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,855,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,151,546
Value of interest in common/collective trusts at end of year2011-12-31$4,064,975
Value of interest in common/collective trusts at beginning of year2011-12-31$3,268,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-502,552
Net investment gain or loss from common/collective trusts2011-12-31$56,849
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$958,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,013,171
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : ROYAL CREDIT UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,316
Total income from all sources (including contributions)2010-12-31$4,687,269
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,781,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,671,790
Value of total corrective distributions2010-12-31$5,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,267,991
Value of total assets at end of year2010-12-31$22,449,117
Value of total assets at beginning of year2010-12-31$20,538,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$104,756
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$431,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$431,906
Administrative expenses professional fees incurred2010-12-31$42,692
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,357,886
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$594,927
Liabilities. Value of operating payables at end of year2010-12-31$8,529
Liabilities. Value of operating payables at beginning of year2010-12-31$3,316
Total non interest bearing cash at end of year2010-12-31$28,643
Total non interest bearing cash at beginning of year2010-12-31$6,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,905,510
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,440,588
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,535,078
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
Investment advisory and management fees2010-12-31$62,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,151,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,885,972
Value of interest in common/collective trusts at end of year2010-12-31$3,268,928
Value of interest in common/collective trusts at beginning of year2010-12-31$3,050,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,916,001
Net investment gain or loss from common/collective trusts2010-12-31$71,371
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$858,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,671,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : ROYAL CREDIT UNION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROYAL CREDIT UNION 401(K) PLAN

2023: ROYAL CREDIT UNION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROYAL CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROYAL CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROYAL CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROYAL CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROYAL CREDIT UNION 401(K) PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROYAL CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROYAL CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROYAL CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROYAL CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROYAL CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROYAL CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROYAL CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROYAL CREDIT UNION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROYAL CREDIT UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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