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

Plan NameCLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 001

CLEARVIEW FEDERAL 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

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

Company Name:CLEARVIEW FEDERAL CREDIT UNION
Employer identification number (EIN):526051818
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MAURA EMERY
0012023-01-01
0012023-01-01MAURA EMERY
0012023-01-01MAURA EMERY
0012022-01-01
0012022-01-01MAURA EMERY
0012021-01-01
0012021-01-01WENDY DOOLAN
0012020-01-01WENDY DOOLAN2021-08-20 WENDY DOOLAN2021-08-20
0012019-01-01WENDY DOOLAN2020-10-14 WENDY DOOLAN2020-10-14
0012018-01-01WENDY DOOLAN2019-10-07 WENDY DOOLAN2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WENDY DOOLAN
0012013-01-01WENDY DOOLAN
0012012-01-01WENDY DOOLAN
0012011-01-01WENDY DOOLAN
0012010-01-01WENDY DOOLAN WENDY DOOLAN2011-09-26
0012009-01-01WENDY DOOLAN

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

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

Measure Date Value
2023: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01438
Total number of active participants reported on line 7a of the Form 55002023-01-01369
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-0169
Total of all active and inactive participants2023-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01445
Number of participants with account balances2023-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01415
Total number of active participants reported on line 7a of the Form 55002022-01-01346
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01435
Number of participants with account balances2022-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01396
Total number of active participants reported on line 7a of the Form 55002021-01-01324
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01409
Number of participants with account balances2021-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01407
Total number of active participants reported on line 7a of the Form 55002020-01-01325
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01397
Number of participants with account balances2020-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01418
Total number of active participants reported on line 7a of the Form 55002019-01-01326
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01404
Number of participants with account balances2019-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01428
Total number of active participants reported on line 7a of the Form 55002018-01-01339
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01415
Number of participants with account balances2018-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01442
Total number of active participants reported on line 7a of the Form 55002017-01-01352
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01417
Number of participants with account balances2017-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01439
Total number of active participants reported on line 7a of the Form 55002016-01-01338
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01423
Number of participants with account balances2016-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01483
Total number of active participants reported on line 7a of the Form 55002015-01-01354
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01427
Number of participants with account balances2015-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01460
Total number of active participants reported on line 7a of the Form 55002014-01-01380
Number of retired or separated participants receiving benefits2014-01-0137
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01486
Number of participants with account balances2014-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01446
Total number of active participants reported on line 7a of the Form 55002013-01-01351
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01460
Number of participants with account balances2013-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01427
Total number of active participants reported on line 7a of the Form 55002012-01-01338
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0198
Total of all active and inactive participants2012-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01436
Number of participants with account balances2012-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01415
Total number of active participants reported on line 7a of the Form 55002011-01-01330
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01415
Number of participants with account balances2011-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01373
Total number of active participants reported on line 7a of the Form 55002010-01-01339
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0170
Total of all active and inactive participants2010-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01409
Number of participants with account balances2010-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01358
Total number of active participants reported on line 7a of the Form 55002009-01-01314
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01364
Number of participants with account balances2009-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

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

Measure Date Value
2023 : CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$5,895,249
Total of all expenses incurred2023-12-31$4,713,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,603,146
Expenses. Certain deemed distributions of participant loans2023-12-31$2,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,513,015
Value of total assets at end of year2023-12-31$24,675,378
Value of total assets at beginning of year2023-12-31$23,493,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$107,818
Total interest from all sources2023-12-31$8,737
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
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$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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$1,374,008
Participant contributions at end of year2023-12-31$157,178
Participant contributions at beginning of year2023-12-31$69,003
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$353,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,181,959
Value of net assets at end of year (total assets less liabilities)2023-12-31$24,675,378
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,493,419
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$101,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,473,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,168,921
Interest on participant loans2023-12-31$8,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,044,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,255,495
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,373,497
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$785,028
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,603,146
Contract administrator fees2023-12-31$6,425
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 income from all sources (including contributions)2023-01-01$5,895,249
Total of all expenses incurred2023-01-01$4,713,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,603,146
Expenses. Certain deemed distributions of participant loans2023-01-01$2,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,513,015
Value of total assets at end of year2023-01-01$24,675,378
Value of total assets at beginning of year2023-01-01$23,493,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$107,818
Total interest from all sources2023-01-01$8,737
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
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$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
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$1,374,008
Participant contributions at end of year2023-01-01$157,178
Participant contributions at beginning of year2023-01-01$69,003
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$353,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
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$1,181,959
Value of net assets at end of year (total assets less liabilities)2023-01-01$24,675,378
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$23,493,419
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$101,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$23,473,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$22,168,921
Interest on participant loans2023-01-01$8,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,044,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,255,495
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,373,497
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$785,028
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,603,146
Contract administrator fees2023-01-01$6,425
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DOEREN MAYHEW
Accountancy firm EIN2023-01-01382492570
2022 : CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,631,821
Total of all expenses incurred2022-12-31$2,289,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,173,903
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,091,313
Value of total assets at end of year2022-12-31$23,493,419
Value of total assets at beginning of year2022-12-31$27,414,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,227
Total interest from all sources2022-12-31$4,052
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,253,262
Participant contributions at end of year2022-12-31$69,003
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$131,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$95,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,920,951
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,493,419
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,414,370
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$114,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,168,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,180,492
Interest on participant loans2022-12-31$4,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,255,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,529,471
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,727,186
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$706,717
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$609,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,173,903
Contract administrator fees2022-12-31$575
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOEREN MAYHEW
Accountancy firm EIN2022-12-31382492570
Total income from all sources (including contributions)2022-01-01$-1,631,821
Total of all expenses incurred2022-01-01$2,289,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,173,903
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,091,313
Value of total assets at end of year2022-01-01$23,493,419
Value of total assets at beginning of year2022-01-01$27,414,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$115,227
Total interest from all sources2022-01-01$4,052
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
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$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
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$1,253,262
Participant contributions at end of year2022-01-01$69,003
Participant contributions at beginning of year2022-01-01$0
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$131,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$95,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,920,951
Value of net assets at end of year (total assets less liabilities)2022-01-01$23,493,419
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$27,414,370
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$114,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$22,168,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$25,180,492
Interest on participant loans2022-01-01$4,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,255,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,529,471
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,727,186
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$706,717
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$609,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,173,903
Contract administrator fees2022-01-01$575
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 : CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,164,732
Total of all expenses incurred2021-12-31$3,008,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,952,489
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,000,464
Value of total assets at end of year2021-12-31$27,414,370
Value of total assets at beginning of year2021-12-31$25,258,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,441
Total interest from all sources2021-12-31$6,604
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
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$1,159,472
Participant contributions at end of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$231,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$95,183
Assets. Loans (other than to participants) at beginning of year2021-12-31$133,955
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$2,155,802
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,414,370
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,258,568
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$48,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,180,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,754,337
Interest on participant loans2021-12-31$6,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,529,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,760,399
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,157,664
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$609,224
Employer contributions (assets) at end of year2021-12-31$609,224
Employer contributions (assets) at beginning of year2021-12-31$609,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,952,489
Contract administrator fees2021-12-31$8,348
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 : CLEARVIEW FEDERAL 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$4,506,496
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,655,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,647,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,753,216
Value of total assets at end of year2020-12-31$25,258,568
Value of total assets at beginning of year2020-12-31$22,407,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,133
Total interest from all sources2020-12-31$8,011
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$1,114,220
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$80
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,119
Assets. Loans (other than to participants) at end of year2020-12-31$133,955
Assets. Loans (other than to participants) at beginning of year2020-12-31$141,420
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,850,593
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,258,568
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,407,975
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$22,754,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,213,151
Interest on participant loans2020-12-31$8,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,760,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,479,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,745,269
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$609,877
Employer contributions (assets) at end of year2020-12-31$609,877
Employer contributions (assets) at beginning of year2020-12-31$573,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,647,770
Contract administrator fees2020-12-31$8,133
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 : CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,655,532
Total income from all sources (including contributions)2019-12-31$5,655,532
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,146,455
Total of all expenses incurred2019-12-31$2,146,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,077,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,077,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,657,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,657,474
Value of total assets at end of year2019-12-31$22,407,975
Value of total assets at end of year2019-12-31$22,407,975
Value of total assets at beginning of year2019-12-31$18,898,898
Value of total assets at beginning of year2019-12-31$18,898,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,517
Total interest from all sources2019-12-31$5,089
Total interest from all sources2019-12-31$5,089
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,030,988
Contributions received from participants2019-12-31$1,030,988
Participant contributions at end of year2019-12-31$80
Participant contributions at end of year2019-12-31$80
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,931
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,931
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$391
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$391
Assets. Loans (other than to participants) at end of year2019-12-31$141,420
Assets. Loans (other than to participants) at end of year2019-12-31$141,420
Assets. Loans (other than to participants) at beginning of year2019-12-31$69,056
Assets. Loans (other than to participants) at beginning of year2019-12-31$69,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,509,077
Value of net income/loss2019-12-31$3,509,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,407,975
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,407,975
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,898,898
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,898,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,213,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,213,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,019,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,019,683
Interest on participant loans2019-12-31$5,089
Interest on participant loans2019-12-31$5,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,479,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,479,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,299,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,299,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,992,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,992,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$573,555
Contributions received in cash from employer2019-12-31$573,555
Employer contributions (assets) at end of year2019-12-31$573,555
Employer contributions (assets) at end of year2019-12-31$573,555
Employer contributions (assets) at beginning of year2019-12-31$510,993
Employer contributions (assets) at beginning of year2019-12-31$510,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,077,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,077,547
Contract administrator fees2019-12-31$68,517
Contract administrator fees2019-12-31$68,517
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm EIN2019-12-31382492570
Accountancy firm EIN2019-12-31382492570
2018 : CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$339,578
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$641,580
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,579,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,515,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,795,113
Value of total assets at end of year2018-12-31$18,898,898
Value of total assets at beginning of year2018-12-31$20,176,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,755
Total interest from all sources2018-12-31$3,419
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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 period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$953,461
Participant contributions at beginning of year2018-12-31$6,033
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$330,659
Assets. Loans (other than to participants) at end of year2018-12-31$69,056
Assets. Loans (other than to participants) at beginning of year2018-12-31$79,646
Administrative expenses (other) incurred2018-12-31$1,465
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-937,734
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,898,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,176,210
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$17,019,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,260,924
Interest on participant loans2018-12-31$3,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,299,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,307,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,156,952
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$510,993
Employer contributions (assets) at end of year2018-12-31$510,993
Employer contributions (assets) at beginning of year2018-12-31$522,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,515,559
Contract administrator fees2018-12-31$62,290
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 : CLEARVIEW FEDERAL 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$4,008,653
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,746,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,732,550
Value of total corrective distributions2017-12-31$4,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,471,483
Value of total assets at end of year2017-12-31$20,176,210
Value of total assets at beginning of year2017-12-31$17,914,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,237
Total interest from all sources2017-12-31$3,504
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
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$917,033
Participant contributions at end of year2017-12-31$6,033
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$32,042
Assets. Loans (other than to participants) at end of year2017-12-31$79,646
Assets. Loans (other than to participants) at beginning of year2017-12-31$34,318
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$2,262,041
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,176,210
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,914,169
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$18,260,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,945,704
Interest on participant loans2017-12-31$3,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,307,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,440,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,533,666
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$522,408
Employer contributions (assets) at end of year2017-12-31$522,409
Employer contributions (assets) at beginning of year2017-12-31$493,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,732,550
Contract administrator fees2017-12-31$9,237
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 : CLEARVIEW FEDERAL 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$2,533,570
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$881,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$873,725
Value of total corrective distributions2016-12-31$31
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,303,623
Value of total assets at end of year2016-12-31$17,914,169
Value of total assets at beginning of year2016-12-31$16,261,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,290
Total interest from all sources2016-12-31$551
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$841,459
Assets. Loans (other than to participants) at end of year2016-12-31$34,318
Assets. Loans (other than to participants) at beginning of year2016-12-31$2,872
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,652,524
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,914,169
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,261,645
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$15,945,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,284,937
Interest on participant loans2016-12-31$551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,440,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,455,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,229,396
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$462,164
Employer contributions (assets) at end of year2016-12-31$493,993
Employer contributions (assets) at beginning of year2016-12-31$518,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$873,725
Contract administrator fees2016-12-31$7,290
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 : CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,215,569
Total of all expenses incurred2015-12-31$1,464,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,425,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,549,964
Value of total assets at end of year2015-12-31$16,261,645
Value of total assets at beginning of year2015-12-31$15,510,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,256
Total interest from all sources2015-12-31$19,332
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
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$837,632
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$725,422
Assets. Loans (other than to participants) at end of year2015-12-31$2,872
Assets. Loans (other than to participants) at beginning of year2015-12-31$3,532
Other income not declared elsewhere2015-12-31$-211
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$750,799
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,261,645
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,510,846
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$14,284,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,788,063
Interest on participant loans2015-12-31$158
Interest earned on other investments2015-12-31$19,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,455,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,719,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-353,516
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$986,910
Employer contributions (assets) at end of year2015-12-31$518,559
Income. Dividends from preferred stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,425,514
Contract administrator fees2015-12-31$39,256
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 name2015-12-31DOEREN MAYHEW
Accountancy firm EIN2015-12-31382492570
2014 : CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$300,776
Total transfer of assets from this plan2014-12-31$105,748
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$2,038,399
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$718,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$716,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,171,055
Value of total assets at end of year2014-12-31$15,510,846
Value of total assets at beginning of year2014-12-31$13,995,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,125
Total interest from all sources2014-12-31$30,773
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$8,000,000
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$777,169
Participant contributions at end of year2014-12-31$3,532
Participant contributions at beginning of year2014-12-31$5,410
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,330
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$1,320,134
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,510,846
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,995,684
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$13,788,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,479,363
Interest on participant loans2014-12-31$98
Interest earned on other investments2014-12-31$30,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,719,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,510,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$836,571
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$356,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$716,140
Contract administrator fees2014-12-31$2,125
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 name2014-12-31ORTH, CHAKLER, MURNANE AND COMPANY
Accountancy firm EIN2014-12-31650662923
2013 : CLEARVIEW FEDERAL 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$3,114,918
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$591,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$589,432
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,145,309
Value of total assets at end of year2013-12-31$13,995,684
Value of total assets at beginning of year2013-12-31$11,472,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,950
Total interest from all sources2013-12-31$33,553
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$8,000,000
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$707,602
Participant contributions at end of year2013-12-31$5,410
Participant contributions at beginning of year2013-12-31$8,165
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$45,433
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$2,523,536
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,995,684
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,472,148
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$12,479,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,109,812
Interest on participant loans2013-12-31$333
Interest earned on other investments2013-12-31$33,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,510,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,354,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,936,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$392,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$589,432
Contract administrator fees2013-12-31$1,950
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 name2013-12-31ORTH, CHAKLER, MURNANE AND COMPANY
Accountancy firm EIN2013-12-31650662923
2012 : CLEARVIEW FEDERAL 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$2,053,635
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$643,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$641,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$965,201
Value of total assets at end of year2012-12-31$11,472,148
Value of total assets at beginning of year2012-12-31$10,061,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,150
Total interest from all sources2012-12-31$36,880
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$500,000
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$641,630
Participant contributions at end of year2012-12-31$8,165
Participant contributions at beginning of year2012-12-31$12,977
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$102,671
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$1,410,434
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,472,148
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,061,714
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$10,109,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,662,983
Interest on participant loans2012-12-31$533
Interest earned on other investments2012-12-31$36,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,354,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,385,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,051,554
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$220,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$641,051
Contract administrator fees2012-12-31$2,150
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 name2012-12-31S R SNODGRASS, A C
Accountancy firm EIN2012-12-31251616561
2011 : CLEARVIEW FEDERAL 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$699,142
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$848,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$845,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$605,438
Value of total assets at end of year2011-12-31$10,061,714
Value of total assets at beginning of year2011-12-31$10,211,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,106
Total interest from all sources2011-12-31$42,335
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$6,000,000
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$574,447
Participant contributions at end of year2011-12-31$12,977
Participant contributions at beginning of year2011-12-31$18,813
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-149,462
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,061,714
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,211,176
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$8,662,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,496,484
Interest on participant loans2011-12-31$820
Interest earned on other investments2011-12-31$41,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,385,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,324,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$51,369
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
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$371,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$845,498
Contract administrator fees2011-12-31$3,106
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 name2011-12-31S R SNODGRASS, A C
Accountancy firm EIN2011-12-31251616561
2010 : CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$968,476
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$1,896,335
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$707,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$703,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,008,794
Value of total assets at end of year2010-12-31$10,211,178
Value of total assets at beginning of year2010-12-31$8,054,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,880
Total interest from all sources2010-12-31$43,662
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$6,000,000
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$617,279
Participant contributions at end of year2010-12-31$18,813
Participant contributions at beginning of year2010-12-31$10,472
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,003
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$1,188,611
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,211,178
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,054,091
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$8,496,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,555,557
Interest on participant loans2010-12-31$601
Interest earned on other investments2010-12-31$43,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,324,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,106,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$843,879
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$371,512
Employer contributions (assets) at end of year2010-12-31$371,512
Employer contributions (assets) at beginning of year2010-12-31$381,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$703,844
Contract administrator fees2010-12-31$3,880
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 name2010-12-31S R SNODGRASS, A C
Accountancy firm EIN2010-12-31251616561
2009 : CLEARVIEW FEDERAL 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 CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2023: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
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: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CLEARVIEW FEDERAL 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: CLEARVIEW FEDERAL 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: CLEARVIEW FEDERAL 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: CLEARVIEW FEDERAL 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: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: CLEARVIEW FEDERAL 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: CLEARVIEW FEDERAL 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: CLEARVIEW FEDERAL 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: CLEARVIEW FEDERAL 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: CLEARVIEW FEDERAL 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
2010: CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CLEARVIEW FEDERAL 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780835-01
Policy instance 1
Insurance contract or identification number780835-01
Number of Individuals Covered369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780835-01
Policy instance 2
Insurance contract or identification number780835-01
Number of Individuals Covered426
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61859-1
Policy instance 1
Insurance contract or identification numberMR 61859-1
Number of Individuals Covered426
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61859-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61859-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61859-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61859-1
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61859-1
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1548-6
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61859-1
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1548-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1548-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1548-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1548-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1548-6
Policy instance 1

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