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ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 401k Plan overview

Plan NameANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN
Plan identification number 002

ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:ANDREWS FEDERAL CREDIT UNION
Employer identification number (EIN):530197903
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01DAMITA ROBINSON DAMITA ROBINSON2018-10-11
0022016-01-01DAMITA ROBINSON
0022015-01-01DAMITA ROBINSON
0022014-01-01DAMITA J. ROBINSON DAMITA J. ROBINSON2015-10-13
0022013-01-01DAMITA ROBINSON DAMITA ROBINSON2014-10-15
0022012-01-01DAMITA J. ROBINSON DAMITA J. ROBINSON2013-10-11
0022011-01-01DAMITA J. ROBINSON DAMITA J. ROBINSON2012-10-11
0022010-01-01DAMITA ROBINSON DAMITA ROBINSON2011-10-04
0022009-01-01DAMITA ROBINSON DAMITA ROBINSON2010-10-15

Plan Statistics for ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN

401k plan membership statisitcs for ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN

Measure Date Value
2017: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01376
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01365
Total number of active participants reported on line 7a of the Form 55002016-01-01274
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01370
Number of participants with account balances2016-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01393
Total number of active participants reported on line 7a of the Form 55002015-01-01258
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01362
Number of participants with account balances2015-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01362
Total number of active participants reported on line 7a of the Form 55002014-01-01254
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01128
Total of all active and inactive participants2014-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01386
Number of participants with account balances2014-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01342
Total number of active participants reported on line 7a of the Form 55002013-01-01245
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01358
Number of participants with account balances2013-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01370
Total number of active participants reported on line 7a of the Form 55002012-01-01249
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01342
Number of participants with account balances2012-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01295
Total number of active participants reported on line 7a of the Form 55002011-01-01286
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0180
Total of all active and inactive participants2011-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01369
Number of participants with account balances2011-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01302
Total number of active participants reported on line 7a of the Form 55002010-01-01218
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0172
Total of all active and inactive participants2010-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01290
Number of participants with account balances2010-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01368
Total number of active participants reported on line 7a of the Form 55002009-01-01227
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01300
Number of participants with account balances2009-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN

Measure Date Value
2017 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$24,056,526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24,056,526
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$5,711,066
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,320,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,241,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,228,366
Value of total assets at end of year2017-12-31$24,056,526
Value of total assets at beginning of year2017-12-31$20,665,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$78,920
Total interest from all sources2017-12-31$34,728
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$276,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$276,529
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 period2017-12-31Yes
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$1,090,787
Participant contributions at end of year2017-12-31$1,144,166
Participant contributions at beginning of year2017-12-31$970,534
Participant contributions at end of year2017-12-31$39,892
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$343,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$24,056,526
Other income not declared elsewhere2017-12-31$236
Administrative expenses (other) incurred2017-12-31$78,920
Total non interest bearing cash at end of year2017-12-31$22,837,615
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$3,390,831
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,665,695
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$6,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,695,161
Interest on participant loans2017-12-31$34,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,171,207
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$793,984
Employer contributions (assets) at end of year2017-12-31$28,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,241,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2017-12-31CLIFTON LARSON ALLEN,LLC
Accountancy firm EIN2017-12-31410746749
2016 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,058,852
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,440,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,369,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,834,031
Value of total assets at end of year2016-12-31$20,665,695
Value of total assets at beginning of year2016-12-31$20,047,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$71,369
Total interest from all sources2016-12-31$33,053
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$266,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$266,435
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$991,388
Participant contributions at end of year2016-12-31$970,534
Participant contributions at beginning of year2016-12-31$977,515
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,520
Other income not declared elsewhere2016-12-31$4,578
Administrative expenses (other) incurred2016-12-31$71,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$618,307
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,665,695
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,047,388
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$19,695,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,069,873
Interest on participant loans2016-12-31$33,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$920,755
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$732,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,369,176
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 name2016-12-31CLIFTON LARSON ALLEN, LLC
Accountancy firm EIN2016-12-31410746749
2015 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,740,121
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,552,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,475,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,674,400
Value of total assets at end of year2015-12-31$20,047,388
Value of total assets at beginning of year2015-12-31$20,859,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,605
Total interest from all sources2015-12-31$28,721
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$250,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$250,867
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$942,077
Participant contributions at end of year2015-12-31$977,515
Participant contributions at beginning of year2015-12-31$884,891
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,342
Other income not declared elsewhere2015-12-31$-453
Administrative expenses (other) incurred2015-12-31$76,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-812,444
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,047,388
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,859,832
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$19,069,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,974,941
Interest on participant loans2015-12-31$28,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-213,414
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$677,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,475,960
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 name2015-12-31CLIFTON LARSON ALLEN, LLC
Accountancy firm EIN2015-12-31410746749
2014 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,079,304
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,795,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,726,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,718,488
Value of total assets at end of year2014-12-31$20,859,832
Value of total assets at beginning of year2014-12-31$19,576,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,546
Total interest from all sources2014-12-31$27,485
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,262,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,262,265
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$844,439
Participant contributions at end of year2014-12-31$884,891
Participant contributions at beginning of year2014-12-31$871,819
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$274,087
Other income not declared elsewhere2014-12-31$969
Administrative expenses (other) incurred2014-12-31$69,546
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$1,283,689
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,859,832
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,576,143
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$19,974,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,207,931
Interest on participant loans2014-12-31$27,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,496,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,496,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$70,097
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$599,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,726,069
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 name2014-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,183,532
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$648,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$590,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,136,891
Value of total assets at end of year2013-12-31$19,576,143
Value of total assets at beginning of year2013-12-31$15,041,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,526
Total interest from all sources2013-12-31$25,701
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$799,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$799,817
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$930,264
Participant contributions at end of year2013-12-31$871,819
Participant contributions at beginning of year2013-12-31$666,022
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$523,056
Other income not declared elsewhere2013-12-31$2,135
Administrative expenses (other) incurred2013-12-31$58,526
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$4,534,793
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,576,143
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,041,350
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$17,207,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,375,328
Interest on participant loans2013-12-31$25,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,496,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,218,988
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$683,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$590,213
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
Aggregate proceeds on sale of assets2013-12-31$2,077,348
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,077,348
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 name2013-12-31CLIFTON LARSON ALLEN,LLP
Accountancy firm EIN2013-12-31410746749
2012 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,064,101
Total loss/gain on sale of assets2012-12-31$142
Total of all expenses incurred2012-12-31$1,674,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,623,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,531,778
Value of total assets at end of year2012-12-31$15,041,350
Value of total assets at beginning of year2012-12-31$13,652,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,667
Total interest from all sources2012-12-31$20,438
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$311,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$311,964
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$864,725
Participant contributions at end of year2012-12-31$666,022
Participant contributions at beginning of year2012-12-31$629,283
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$104,465
Other income not declared elsewhere2012-12-31$-9
Administrative expenses (other) incurred2012-12-31$51,667
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$1,389,347
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,041,350
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,652,003
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$14,375,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,022,720
Interest on participant loans2012-12-31$20,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,199,788
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$562,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,623,087
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
Aggregate proceeds on sale of assets2012-12-31$442,008
Aggregate carrying amount (costs) on sale of assets2012-12-31$441,866
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 name2012-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,978,825
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,110,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,062,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,943,273
Value of total assets at end of year2011-12-31$13,652,003
Value of total assets at beginning of year2011-12-31$11,784,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,314
Total interest from all sources2011-12-31$21,781
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$176,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$176,702
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$807,069
Participant contributions at end of year2011-12-31$629,283
Participant contributions at beginning of year2011-12-31$541,808
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,692,589
Other income not declared elsewhere2011-12-31$36,918
Administrative expenses (other) incurred2011-12-31$48,314
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$1,867,886
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,652,003
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,784,117
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$13,022,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,242,309
Interest on participant loans2011-12-31$21,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-199,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$443,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,062,625
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 name2011-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,371,555
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$968,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$927,783
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,112,678
Value of total assets at end of year2010-12-31$11,784,117
Value of total assets at beginning of year2010-12-31$10,380,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,285
Total interest from all sources2010-12-31$19,815
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$170,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$170,777
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$749,922
Participant contributions at end of year2010-12-31$541,808
Participant contributions at beginning of year2010-12-31$430,472
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$68,759
Other income not declared elsewhere2010-12-31$19,100
Administrative expenses (other) incurred2010-12-31$40,285
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$1,403,487
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,784,117
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,380,630
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$11,242,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,950,158
Interest on participant loans2010-12-31$19,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,049,185
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$293,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$927,783
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 name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN

2017: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ANDREWS FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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