RADIANT CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RADIANT CREDIT UNION 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,251,803 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $416,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $401,483 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,257,464 |
Value of total assets at end of year | 2022-12-31 | $13,887,304 |
Value of total assets at beginning of year | 2022-12-31 | $15,555,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,557 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $42,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,463 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,463 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $8,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $709,979 |
Participant contributions at end of year | 2022-12-31 | $182,212 |
Participant contributions at beginning of year | 2022-12-31 | $287,358 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $26,949 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $14,557 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-1,667,843 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,887,304 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,555,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $147,493 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $13,107,846 |
Interest on participant loans | 2022-12-31 | $9,053 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $33,596 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $10,924,613 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,632,986 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,159,943 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,388 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,201,562 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-347,429 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $520,536 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $401,483 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
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 | 2022-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PURVIS GRAY & COMPANY, LLP |
Accountancy firm EIN | 2022-12-31 | 590548468 |
2021 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,867,737 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,451,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,448,529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,214,929 |
Value of total assets at end of year | 2021-12-31 | $15,555,147 |
Value of total assets at beginning of year | 2021-12-31 | $14,139,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,255 |
Total interest from all sources | 2021-12-31 | $43,966 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $7,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $616,835 |
Participant contributions at end of year | 2021-12-31 | $287,358 |
Participant contributions at beginning of year | 2021-12-31 | $275,649 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $40,889 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,415,953 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,555,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,139,194 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $13,107,846 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $11,959,522 |
Interest on participant loans | 2021-12-31 | $10,977 |
Interest earned on other investments | 2021-12-31 | $32,989 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,159,943 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,904,023 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,608,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $557,205 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,448,529 |
Contract administrator fees | 2021-12-31 | $3,255 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JAMES MOORE & CO., P.L. |
Accountancy firm EIN | 2021-12-31 | 593204548 |
2020 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,668,413 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $739,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $735,767 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,074,606 |
Value of total assets at end of year | 2020-12-31 | $14,139,194 |
Value of total assets at beginning of year | 2020-12-31 | $12,209,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,381 |
Total interest from all sources | 2020-12-31 | $28,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $558,355 |
Participant contributions at end of year | 2020-12-31 | $275,649 |
Participant contributions at beginning of year | 2020-12-31 | $344,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $101,912 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,929,265 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,139,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,209,929 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $11,959,522 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $11,860,831 |
Interest on participant loans | 2020-12-31 | $14,114 |
Interest earned on other investments | 2020-12-31 | $14,208 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,904,023 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $4,817 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,565,485 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $414,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $735,767 |
Contract administrator fees | 2020-12-31 | $3,381 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | JAMES MOORE & CO., P.L. |
Accountancy firm EIN | 2020-12-31 | 593204548 |
2019 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,199,786 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,394,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,390,306 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,065,039 |
Value of total assets at end of year | 2019-12-31 | $12,209,929 |
Value of total assets at beginning of year | 2019-12-31 | $10,404,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,864 |
Total interest from all sources | 2019-12-31 | $11,482 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $569,826 |
Participant contributions at end of year | 2019-12-31 | $344,281 |
Participant contributions at beginning of year | 2019-12-31 | $243,846 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $81,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,805,616 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,209,929 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,404,313 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $11,860,831 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $10,144,713 |
Interest on participant loans | 2019-12-31 | $11,359 |
Interest earned on other investments | 2019-12-31 | $123 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $4,817 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,169 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,123,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $414,092 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11,585 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,390,306 |
Contract administrator fees | 2019-12-31 | $3,864 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2019-12-31 | 454084437 |
2018 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $342,716 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $442,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $419,502 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $18,294 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $920,701 |
Value of total assets at end of year | 2018-12-31 | $10,404,313 |
Value of total assets at beginning of year | 2018-12-31 | $10,503,945 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,552 |
Total interest from all sources | 2018-12-31 | $10,382 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $517,133 |
Participant contributions at end of year | 2018-12-31 | $243,846 |
Participant contributions at beginning of year | 2018-12-31 | $253,737 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $35,089 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-99,632 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,404,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,503,945 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $10,144,713 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $10,246,158 |
Interest on participant loans | 2018-12-31 | $10,263 |
Interest earned on other investments | 2018-12-31 | $119 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,169 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $4,050 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-588,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $368,479 |
Employer contributions (assets) at end of year | 2018-12-31 | $11,585 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $419,502 |
Contract administrator fees | 2018-12-31 | $4,552 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2018-12-31 | 454084437 |
2017 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,172,116 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $765,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $759,340 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $840,106 |
Value of total assets at end of year | 2017-12-31 | $10,503,945 |
Value of total assets at beginning of year | 2017-12-31 | $9,097,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,145 |
Total interest from all sources | 2017-12-31 | $9,089 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
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 | $467,267 |
Participant contributions at end of year | 2017-12-31 | $253,737 |
Participant contributions at beginning of year | 2017-12-31 | $226,092 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $53,225 |
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 | $1,406,631 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,503,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,097,314 |
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 pooled separate accounts at end of year | 2017-12-31 | $10,246,158 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $8,867,288 |
Interest on participant loans | 2017-12-31 | $8,973 |
Interest earned on other investments | 2017-12-31 | $116 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $4,050 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $3,934 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,322,921 |
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 | No |
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 | $319,614 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $759,340 |
Contract administrator fees | 2017-12-31 | $6,145 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 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 | No |
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 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2017-12-31 | 454084437 |
2016 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,269,830 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $140,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $135,984 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $756,893 |
Value of total assets at end of year | 2016-12-31 | $9,097,314 |
Value of total assets at beginning of year | 2016-12-31 | $7,967,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,205 |
Total interest from all sources | 2016-12-31 | $7,043 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
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 | $429,555 |
Participant contributions at end of year | 2016-12-31 | $226,092 |
Participant contributions at beginning of year | 2016-12-31 | $194,328 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $17,857 |
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 | $1,129,641 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,097,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,967,673 |
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 pooled separate accounts at end of year | 2016-12-31 | $8,867,288 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $7,769,523 |
Interest on participant loans | 2016-12-31 | $6,931 |
Interest earned on other investments | 2016-12-31 | $112 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $3,934 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $3,822 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $505,894 |
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 | $309,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $135,984 |
Contract administrator fees | 2016-12-31 | $4,205 |
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 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2016-12-31 | 454084437 |
2015 : RADIANT CREDIT UNION 401(K) RETIREMENT 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 | $685,927 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $245,926 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $240,381 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $752,532 |
Value of total assets at end of year | 2015-12-31 | $7,967,673 |
Value of total assets at beginning of year | 2015-12-31 | $7,527,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,545 |
Total interest from all sources | 2015-12-31 | $5,267 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
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 | $436,176 |
Participant contributions at end of year | 2015-12-31 | $194,328 |
Participant contributions at beginning of year | 2015-12-31 | $163,574 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,156 |
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 | $440,001 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,967,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,527,672 |
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 pooled separate accounts at end of year | 2015-12-31 | $7,769,523 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $7,363,147 |
Interest on participant loans | 2015-12-31 | $5,193 |
Interest earned on other investments | 2015-12-31 | $74 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $3,822 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $951 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-71,872 |
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 | $308,200 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $240,381 |
Contract administrator fees | 2015-12-31 | $5,545 |
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 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2015-12-31 | 454084437 |
2014 : RADIANT CREDIT UNION 401(K) RETIREMENT 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 | $1,154,577 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $345,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $337,896 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $783,791 |
Value of total assets at end of year | 2014-12-31 | $7,527,672 |
Value of total assets at beginning of year | 2014-12-31 | $6,718,539 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,548 |
Total interest from all sources | 2014-12-31 | $4,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
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 | $421,055 |
Participant contributions at end of year | 2014-12-31 | $163,574 |
Participant contributions at beginning of year | 2014-12-31 | $152,935 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $86,338 |
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 | $809,133 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,527,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,718,539 |
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 pooled separate accounts at end of year | 2014-12-31 | $7,363,147 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $6,565,253 |
Interest on participant loans | 2014-12-31 | $4,392 |
Interest earned on other investments | 2014-12-31 | $18 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $951 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $351 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $366,376 |
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 | No |
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 | $276,398 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $337,896 |
Contract administrator fees | 2014-12-31 | $7,548 |
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 | HUTTO AND CARVER, PA |
Accountancy firm EIN | 2014-12-31 | 593262654 |
2013 : RADIANT CREDIT UNION 401(K) RETIREMENT 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 | $2,041,464 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $683,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $677,611 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,026,830 |
Value of total assets at end of year | 2013-12-31 | $6,718,539 |
Value of total assets at beginning of year | 2013-12-31 | $5,360,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,400 |
Total interest from all sources | 2013-12-31 | $5,156 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
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 | $388,188 |
Participant contributions at end of year | 2013-12-31 | $152,935 |
Participant contributions at beginning of year | 2013-12-31 | $169,462 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $392,807 |
Other income not declared elsewhere | 2013-12-31 | $214 |
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 | $1,358,453 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,718,539 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,360,086 |
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 pooled separate accounts at end of year | 2013-12-31 | $6,565,253 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $5,177,547 |
Interest on participant loans | 2013-12-31 | $5,156 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $351 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $13,077 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,009,264 |
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 | $245,835 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $677,611 |
Contract administrator fees | 2013-12-31 | $5,400 |
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 | HUTTO AND CARVER, PA |
Accountancy firm EIN | 2013-12-31 | 593262654 |
2012 : RADIANT CREDIT UNION 401(K) RETIREMENT 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 | $1,062,500 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $284,045 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $277,516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $577,843 |
Value of total assets at end of year | 2012-12-31 | $5,360,086 |
Value of total assets at beginning of year | 2012-12-31 | $4,581,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,529 |
Total interest from all sources | 2012-12-31 | $5,104 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
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 | $352,826 |
Participant contributions at end of year | 2012-12-31 | $169,462 |
Participant contributions at beginning of year | 2012-12-31 | $107,454 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $8,684 |
Other income not declared elsewhere | 2012-12-31 | $399 |
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 | $778,455 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,360,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,581,631 |
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 pooled separate accounts at end of year | 2012-12-31 | $5,177,547 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,462,561 |
Interest on participant loans | 2012-12-31 | $5,104 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $13,077 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $11,616 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $479,154 |
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 | Yes |
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 | $216,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $277,516 |
Contract administrator fees | 2012-12-31 | $6,529 |
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 | ORTH, CHAKLER, MURNANE AND CO. |
Accountancy firm EIN | 2012-12-31 | 650662923 |
2011 : RADIANT CREDIT UNION 401(K) RETIREMENT 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 | $493,764 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $259,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $248,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $524,420 |
Value of total assets at end of year | 2011-12-31 | $4,581,631 |
Value of total assets at beginning of year | 2011-12-31 | $4,347,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,714 |
Total interest from all sources | 2011-12-31 | $4,110 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 | $325,554 |
Participant contributions at end of year | 2011-12-31 | $107,454 |
Participant contributions at beginning of year | 2011-12-31 | $116,732 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,095 |
Other income not declared elsewhere | 2011-12-31 | $366 |
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 | $234,288 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,581,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,347,343 |
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 pooled separate accounts at end of year | 2011-12-31 | $4,462,561 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $4,222,410 |
Interest on participant loans | 2011-12-31 | $4,110 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $11,616 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $8,201 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-35,132 |
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 | $194,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $248,762 |
Contract administrator fees | 2011-12-31 | $10,714 |
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 | ORTH, CHAKLER, MURNANE AND CO. |
Accountancy firm EIN | 2011-12-31 | 650662923 |
2010 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $980,920 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $329,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $316,471 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $541,996 |
Value of total assets at end of year | 2010-12-31 | $4,347,343 |
Value of total assets at beginning of year | 2010-12-31 | $3,696,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,391 |
Total interest from all sources | 2010-12-31 | $4,126 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $4,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $341,549 |
Participant contributions at end of year | 2010-12-31 | $116,732 |
Participant contributions at beginning of year | 2010-12-31 | $58,253 |
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 | $651,058 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,347,343 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,696,285 |
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 pooled separate accounts at end of year | 2010-12-31 | $4,222,410 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,637,885 |
Interest on participant loans | 2010-12-31 | $3,845 |
Interest earned on other investments | 2010-12-31 | $281 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $8,201 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $147 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $434,798 |
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 | $200,447 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $316,471 |
Contract administrator fees | 2010-12-31 | $13,391 |
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 | ORTH, CHAKLER, MURNANE AND CO. |
Accountancy firm EIN | 2010-12-31 | 650662923 |
2009 : RADIANT CREDIT UNION 401(K) RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |