401k Plan data: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN plan

GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN
Plan identification number	033

GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: GEORGIA CREDIT UNION AFFILIATES

Employer identification number (EIN): 581556060

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2017-01-01 JAMIE S FRISTOE
033 2017-01-01 JAMIE S FRISTOE
033 2017-01-01 JAMIE S FRISTOE
033 2016-01-01 JAMIE S FRISTOE
033 2016-01-01
033 2015-01-01 JAMIE S FRISTOE
033 2014-01-01 JAMIE S FRISTOE
033 2014-01-01 JAMIE S FRISTOE
033 2013-01-01 JAMIE S FRISTOE
033 2012-01-01 JAMIE S FRISTOE
033 2011-01-01 JAMIE FRISTOE JAMIE FRISTOE 2012-10-12
033 2010-01-01 JAMIE FRISTOE JAMIE FRISTOE 2011-09-20
033 2009-01-01 JAMIE FRISTOE JAMIE FRISTOE 2010-09-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
033	2017-01-01	JAMIE S FRISTOE
033	2017-01-01	JAMIE S FRISTOE
033	2017-01-01	JAMIE S FRISTOE
033	2016-01-01	JAMIE S FRISTOE
033	2016-01-01
033	2015-01-01	JAMIE S FRISTOE
033	2014-01-01	JAMIE S FRISTOE
033	2014-01-01	JAMIE S FRISTOE
033	2013-01-01	JAMIE S FRISTOE
033	2012-01-01	JAMIE S FRISTOE
033	2011-01-01	JAMIE FRISTOE	JAMIE FRISTOE	2012-10-12
033	2010-01-01	JAMIE FRISTOE	JAMIE FRISTOE	2011-09-20
033	2009-01-01	JAMIE FRISTOE	JAMIE FRISTOE	2010-09-16

Plan Statistics for GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN

Measure Date Value
2017: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 145
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 199
Number of participants with account balances 2016-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 146
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 58
Total of all active and inactive participants 2015-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 210
Number of participants with account balances 2015-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 165
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 56
Total of all active and inactive participants 2014-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 221
Number of participants with account balances 2014-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 155
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 61
Total of all active and inactive participants 2013-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 217
Number of participants with account balances 2013-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 147
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 73
Total of all active and inactive participants 2012-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 222
Number of participants with account balances 2012-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 20
2011: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 135
Number of retired or separated participants receiving benefits 2011-01-01 15
Number of other retired or separated participants entitled to future benefits 2011-01-01 67
Total of all active and inactive participants 2011-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 217
Number of participants with account balances 2011-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 46
2010: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 185
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 54
Total of all active and inactive participants 2010-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 240
Number of participants with account balances 2010-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 197
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 44
Total of all active and inactive participants 2009-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 242
Number of participants with account balances 2009-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	145
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	199
Number of participants with account balances	2016-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	146
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	58
Total of all active and inactive participants	2015-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	210
Number of participants with account balances	2015-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	165
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	56
Total of all active and inactive participants	2014-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	221
Number of participants with account balances	2014-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	155
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	61
Total of all active and inactive participants	2013-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	217
Number of participants with account balances	2013-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	147
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	73
Total of all active and inactive participants	2012-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	222
Number of participants with account balances	2012-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	20
2011: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	135
Number of retired or separated participants receiving benefits	2011-01-01	15
Number of other retired or separated participants entitled to future benefits	2011-01-01	67
Total of all active and inactive participants	2011-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	217
Number of participants with account balances	2011-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	46
2010: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	185
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	54
Total of all active and inactive participants	2010-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	240
Number of participants with account balances	2010-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	197
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	44
Total of all active and inactive participants	2009-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	242
Number of participants with account balances	2009-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2017 : GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$13,678,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$13,678,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,709,928
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$511,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$442,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$855,227
Value of total assets at end of year	2017-12-31	$13,678,603
Value of total assets at beginning of year	2017-12-31	$11,480,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$68,500
Total interest from all sources	2017-12-31	$19,489
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$168,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$168,706
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$514,436
Participant contributions at end of year	2017-12-31	$16,624
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$100,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$13,678,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$29,122
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,198,510
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	$11,480,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,141,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,471,601
Interest earned on other investments	2017-12-31	$19,489
Value of interest in common/collective trusts at end of year	2017-12-31	$3,116,555
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,710,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,366,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,298,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,271,336
Net investment gain or loss from common/collective trusts	2017-12-31	$395,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$240,380
Employer contributions (assets) at end of year	2017-12-31	$7,950
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$442,918
Contract administrator fees	2017-12-31	$68,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$520,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,718,496
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,277,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,218,698
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$781,251
Value of total assets at end of year	2016-12-31	$11,480,120
Value of total assets at beginning of year	2016-12-31	$11,560,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$58,836
Total interest from all sources	2016-12-31	$21,064
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$148,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$148,993
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$426,634
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$133,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$440,962
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,480,120
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,560,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,471,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,776,153
Interest on participant loans	2016-12-31	$0
Interest earned on other investments	2016-12-31	$21,064
Value of interest in common/collective trusts at end of year	2016-12-31	$2,710,358
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,049,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,298,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,734,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$767,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$221,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,218,698
Contract administrator fees	2016-12-31	$58,836
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$636,493
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$637,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$574,139
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$698,853
Value of total assets at end of year	2015-12-31	$11,560,023
Value of total assets at beginning of year	2015-12-31	$11,561,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$63,631
Total interest from all sources	2015-12-31	$25,408
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$170,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$170,356
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$461,247
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,277
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,560,023
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,561,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,776,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,113,757
Interest on participant loans	2015-12-31	$0
Interest earned on other investments	2015-12-31	$25,408
Value of interest in common/collective trusts at end of year	2015-12-31	$3,049,375
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,948,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,734,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,499,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-203,243
Net investment gain or loss from common/collective trusts	2015-12-31	$-54,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$237,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$574,139
Contract administrator fees	2015-12-31	$63,631
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,533,058
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,856,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,798,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$769,710
Value of total assets at end of year	2014-12-31	$11,561,300
Value of total assets at beginning of year	2014-12-31	$11,884,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$58,030
Total interest from all sources	2014-12-31	$34,640
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$157,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$157,584
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$496,557
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$21,813
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$23,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-323,040
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,561,300
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,884,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,113,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,711,345
Interest earned on other investments	2014-12-31	$34,640
Value of interest in common/collective trusts at end of year	2014-12-31	$2,948,121
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,125,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,499,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,024,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$449,126
Net investment gain or loss from common/collective trusts	2014-12-31	$121,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$251,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,798,068
Contract administrator fees	2014-12-31	$58,030
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$2,453,521
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$854,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$796,121
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$732,860
Value of total assets at end of year	2013-12-31	$11,884,340
Value of total assets at beginning of year	2013-12-31	$10,285,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$58,625
Total interest from all sources	2013-12-31	$39,963
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$126,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$126,768
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$502,392
Total non interest bearing cash at end of year	2013-12-31	$23,135
Total non interest bearing cash at beginning of year	2013-12-31	$18,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,598,775
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,884,340
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,285,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,711,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,555,022
Interest earned on other investments	2013-12-31	$39,963
Value of interest in common/collective trusts at end of year	2013-12-31	$3,125,181
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,916,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,024,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,795,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,217,940
Net investment gain or loss from common/collective trusts	2013-12-31	$335,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$230,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$796,121
Contract administrator fees	2013-12-31	$58,625
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$2,000,964
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$575,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$521,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$930,829
Value of total assets at end of year	2012-12-31	$10,285,565
Value of total assets at beginning of year	2012-12-31	$8,860,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$53,967
Total interest from all sources	2012-12-31	$34,202
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$133,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$133,974
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$463,239
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$243,667
Total non interest bearing cash at end of year	2012-12-31	$18,303
Total non interest bearing cash at beginning of year	2012-12-31	$17,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,425,500
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,285,565
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,860,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,555,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,990,309
Interest earned on other investments	2012-12-31	$34,202
Value of interest in common/collective trusts at end of year	2012-12-31	$2,916,455
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,845,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,795,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,007,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$744,612
Net investment gain or loss from common/collective trusts	2012-12-31	$157,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$223,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$521,497
Contract administrator fees	2012-12-31	$53,967
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2012-12-31	431947695
2011 : GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$828,355
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,203,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,147,345
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$819,492
Value of total assets at end of year	2011-12-31	$8,860,065
Value of total assets at beginning of year	2011-12-31	$9,235,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$56,290
Total interest from all sources	2011-12-31	$27,916
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$120,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$120,347
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$547,056
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$401
Total non interest bearing cash at end of year	2011-12-31	$17,369
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-375,280
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,860,065
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,235,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,990,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,732,063
Interest on participant loans	2011-12-31	$0
Interest earned on other investments	2011-12-31	$27,916
Value of interest in common/collective trusts at end of year	2011-12-31	$2,845,170
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,784,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,007,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$718,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-184,581
Net investment gain or loss from common/collective trusts	2011-12-31	$45,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$272,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,147,345
Contract administrator fees	2011-12-31	$56,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2011-12-31	431947695
2010 : GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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	$2,115,143
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$458,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$408,766
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,109,242
Value of total assets at end of year	2010-12-31	$9,235,345
Value of total assets at beginning of year	2010-12-31	$7,578,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$49,795
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$111,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$111,989
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$580,344
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$214,898
Other income not declared elsewhere	2010-12-31	$22,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,656,582
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,235,345
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,578,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,732,063
Interest on participant loans	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$2,784,561
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$7,578,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$718,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$559,050
Net investment gain or loss from common/collective trusts	2010-12-31	$312,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$314,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$408,766
Contract administrator fees	2010-12-31	$49,795
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2010-12-31	431947695

Form 5500 Responses for GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN

2017: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GEORGIA CREDIT UNION AFFILIATES, INC. CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0811-1

Policy instance

Insurance contract or identification number	010-0811-1
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0811-1

Policy instance

Insurance contract or identification number	010-0811-1
Number of Individuals Covered	210
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0811-1

Policy instance

Insurance contract or identification number	010-0811-1
Number of Individuals Covered	169
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0811-1

Policy instance

Insurance contract or identification number	010-0811-1
Number of Individuals Covered	217
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0811-1

Policy instance

Insurance contract or identification number	010-0811-1
Number of Individuals Covered	222
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0811-1

Policy instance

Insurance contract or identification number	010-0811-1
Number of Individuals Covered	217
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0811-1

Policy instance

Insurance contract or identification number	010-0811-1
Number of Individuals Covered	240
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	GEORGIA CREDIT UNION AFFILIATES
Employer identification number (EIN):	581556060
NAIC Classification:	522130
NAIC Description:	Credit Unions