401k Plan data: ENVISION CREDIT UNION 401(K) PLAN AND TRUST plan

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

Plan Name	ENVISION CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	002

ENVISION CREDIT UNION 401(K) PLAN AND TRUST 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: ENVISION CREDIT UNION

Employer identification number (EIN): 590873652

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RUDOLPH ARCEO
002 2016-01-01 ANICE PROSSER 2017-03-30
002 2015-01-01 ANICE PROSSER 2016-05-23
002 2014-01-01 ANICE PROSSER 2015-05-19
002 2013-01-01 ANICE PROSSER 2014-04-03
002 2012-01-01 ANICE PROSSER 2013-05-14
002 2011-01-01 ANICE PROSSER
002 2010-01-01 ANICE PROSSER
002 2009-01-01 LITA TUDOR ANICE PROSSER 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	RUDOLPH ARCEO
002	2016-01-01	ANICE PROSSER	2017-03-30
002	2015-01-01	ANICE PROSSER	2016-05-23
002	2014-01-01	ANICE PROSSER	2015-05-19
002	2013-01-01	ANICE PROSSER	2014-04-03
002	2012-01-01	ANICE PROSSER	2013-05-14
002	2011-01-01	ANICE PROSSER
002	2010-01-01	ANICE PROSSER
002	2009-01-01	LITA TUDOR		ANICE PROSSER	2010-10-14

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

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

Measure Date Value
2022: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 227
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 265
Number of participants with account balances 2022-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 157
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 185
Number of participants with account balances 2021-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 163
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 195
Number of participants with account balances 2020-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 153
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 179
Number of participants with account balances 2019-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 120
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 140
Number of participants with account balances 2018-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 110
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 31
Total of all active and inactive participants 2017-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 141
Number of participants with account balances 2017-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2011: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 93
Number of participants with account balances 2011-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2010: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 89
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 18
Total of all active and inactive participants 2010-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 107
Number of participants with account balances 2010-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 12
2009: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 105
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 124
Number of participants with account balances 2009-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	227
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	265
Number of participants with account balances	2022-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	157
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	185
Number of participants with account balances	2021-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	163
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	195
Number of participants with account balances	2020-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	153
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	179
Number of participants with account balances	2019-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	120
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	140
Number of participants with account balances	2018-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	110
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	31
Total of all active and inactive participants	2017-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	141
Number of participants with account balances	2017-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2011: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	93
Number of participants with account balances	2011-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2010: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	89
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	18
Total of all active and inactive participants	2010-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	107
Number of participants with account balances	2010-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	12
2009: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	105
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	124
Number of participants with account balances	2009-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

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

Measure	Date	Value
2022 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$1,208,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-546,823
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$558,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$545,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,110,457
Value of total assets at end of year	2022-12-31	$10,627,981
Value of total assets at beginning of year	2022-12-31	$10,524,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,928
Total interest from all sources	2022-12-31	$27,716
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$285,583
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	$285,583
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$646,593
Participant contributions at end of year	2022-12-31	$293,133
Participant contributions at beginning of year	2022-12-31	$192,596
Participant contributions at end of year	2022-12-31	$20,534
Participant contributions at beginning of year	2022-12-31	$14,119
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,605
Other income not declared elsewhere	2022-12-31	$1,186
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
Value of net income/loss	2022-12-31	$-1,104,925
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,627,981
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,524,218
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
Investment advisory and management fees	2022-12-31	$8,951
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,942,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,282,115
Interest on participant loans	2022-12-31	$10,920
Interest earned on other investments	2022-12-31	$16,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,357,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,023,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,971,765
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
Contributions received in cash from employer	2022-12-31	$460,259
Employer contributions (assets) at end of year	2022-12-31	$14,656
Employer contributions (assets) at beginning of year	2022-12-31	$12,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$545,174
Contract administrator fees	2022-12-31	$3,977
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
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	$2,068,532
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$251,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$239,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$875,378
Value of total assets at end of year	2021-12-31	$10,524,218
Value of total assets at beginning of year	2021-12-31	$8,707,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,186
Total interest from all sources	2021-12-31	$24,188
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$206,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$206,820
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
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	$477,603
Participant contributions at end of year	2021-12-31	$192,596
Participant contributions at beginning of year	2021-12-31	$210,701
Participant contributions at end of year	2021-12-31	$14,119
Participant contributions at beginning of year	2021-12-31	$12,604
Other income not declared elsewhere	2021-12-31	$1,815
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	$1,817,162
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,524,218
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,707,056
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
Investment advisory and management fees	2021-12-31	$9,262
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,282,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,476,558
Interest on participant loans	2021-12-31	$11,113
Interest earned on other investments	2021-12-31	$13,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,023,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$995,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$960,331
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	$397,775
Employer contributions (assets) at end of year	2021-12-31	$12,173
Employer contributions (assets) at beginning of year	2021-12-31	$11,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$239,184
Contract administrator fees	2021-12-31	$2,924
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
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	$1,803,871
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$594,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$584,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$826,313
Value of total assets at end of year	2020-12-31	$8,707,056
Value of total assets at beginning of year	2020-12-31	$7,497,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,323
Total interest from all sources	2020-12-31	$25,021
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$180,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$180,071
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$7,000,000
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	$448,694
Participant contributions at end of year	2020-12-31	$210,701
Participant contributions at beginning of year	2020-12-31	$239,827
Participant contributions at end of year	2020-12-31	$12,604
Other income not declared elsewhere	2020-12-31	$710
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	$1,209,819
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,707,056
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,497,237
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
Investment advisory and management fees	2020-12-31	$7,298
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,476,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,813,987
Interest on participant loans	2020-12-31	$12,821
Interest earned on other investments	2020-12-31	$12,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$995,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$443,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$771,756
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	$377,619
Employer contributions (assets) at end of year	2020-12-31	$11,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$584,729
Contract administrator fees	2020-12-31	$2,025
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	Disclaimer
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
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	$2,028,621
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,303,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,293,945
Value of total corrective distributions	2019-12-31	$607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$789,382
Value of total assets at end of year	2019-12-31	$7,497,237
Value of total assets at beginning of year	2019-12-31	$6,771,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,665
Total interest from all sources	2019-12-31	$22,638
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$173,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$173,879
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	$451,049
Participant contributions at end of year	2019-12-31	$239,827
Participant contributions at beginning of year	2019-12-31	$143,822
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$10,734
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$725,404
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,497,237
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,771,833
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,813,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,530,642
Interest on participant loans	2019-12-31	$10,732
Interest earned on other investments	2019-12-31	$11,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$443,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,077,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,042,722
Net investment gain or loss from common/collective trusts	2019-12-31	$0
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	Yes
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	$338,333
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$8,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,293,945
Contract administrator fees	2019-12-31	$8,665
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
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	$1,289,643
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$568,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$559,922
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,650,720
Value of total assets at end of year	2018-12-31	$6,771,833
Value of total assets at beginning of year	2018-12-31	$6,050,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,541
Total interest from all sources	2018-12-31	$9,707
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$148,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$148,083
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
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	$355,781
Participant contributions at end of year	2018-12-31	$143,822
Participant contributions at beginning of year	2018-12-31	$160,232
Participant contributions at end of year	2018-12-31	$10,734
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,042,143
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	$721,180
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,771,833
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,050,653
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,530,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,824,958
Interest on participant loans	2018-12-31	$7,052
Interest earned on other investments	2018-12-31	$2,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,077,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$65,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-518,867
Net investment gain or loss from common/collective trusts	2018-12-31	$0
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	$252,796
Employer contributions (assets) at end of year	2018-12-31	$8,834
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$559,922
Contract administrator fees	2018-12-31	$8,541
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 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	$1,433,976
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$259,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$250,939
Value of total corrective distributions	2017-12-31	$2,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$615,642
Value of total assets at end of year	2017-12-31	$6,050,653
Value of total assets at beginning of year	2017-12-31	$4,876,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,406
Total interest from all sources	2017-12-31	$9,295
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$99,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$99,203
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	Yes
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	$348,321
Participant contributions at end of year	2017-12-31	$160,232
Participant contributions at beginning of year	2017-12-31	$143,321
Income. Received or receivable in cash from other sources (including rollovers)	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	$1,174,198
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,050,653
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,876,455
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	$5,824,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,684,234
Interest on participant loans	2017-12-31	$8,478
Interest earned on other investments	2017-12-31	$817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$65,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$48,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$709,836
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	$267,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$250,939
Contract administrator fees	2017-12-31	$6,406
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	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	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2011 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 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	$1,268
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	$353,363
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$847,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$844,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$405,557
Value of total assets at end of year	2011-12-31	$3,443,135
Value of total assets at beginning of year	2011-12-31	$3,935,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,143
Total interest from all sources	2011-12-31	$4,700
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
Administrative expenses professional fees incurred	2011-12-31	$2,820
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
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	$237,959
Participant contributions at end of year	2011-12-31	$68,937
Participant contributions at beginning of year	2011-12-31	$63,413
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$942
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$18,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$323
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	$-494,009
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,441,867
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,935,876
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	$3,369,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,841,985
Interest on participant loans	2011-12-31	$4,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$29,536
Net investment gain/loss from pooled separate accounts	2011-12-31	$-56,894
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	$149,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$844,229
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	SANDERS, HOLLOWAY & RYAN
Accountancy firm EIN	2011-12-31	591974251
2010 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 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	$896,390
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,545,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,543,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$485,683
Value of total assets at end of year	2010-12-31	$3,935,876
Value of total assets at beginning of year	2010-12-31	$4,585,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,237
Total interest from all sources	2010-12-31	$3,527
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
Administrative expenses professional fees incurred	2010-12-31	$2,211
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
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	$213,428
Participant contributions at end of year	2010-12-31	$63,413
Participant contributions at beginning of year	2010-12-31	$36,482
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$942
Administrative expenses (other) incurred	2010-12-31	$26
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
Income. Non cash contributions	2010-12-31	$97,672
Value of net income/loss	2010-12-31	$-649,199
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,935,876
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,585,075
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	$3,841,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,093,030
Interest on participant loans	2010-12-31	$3,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,455,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,455,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$29,536
Net investment gain/loss from pooled separate accounts	2010-12-31	$407,180
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	$174,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,543,352
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	2010-12-31	Yes
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	SANDERS, HOLLOWAY & RYAN
Accountancy firm EIN	2010-12-31	591974251
2009 : ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ENVISION CREDIT UNION 401(K) PLAN AND TRUST

2022: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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
2011: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 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: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 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: ENVISION CREDIT UNION 401(K) PLAN AND TRUST 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	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

009-0347-9

Policy instance

Insurance contract or identification number	009-0347-9
Number of Individuals Covered	265
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	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

009-0347-9

Policy instance

Insurance contract or identification number	009-0347-9
Number of Individuals Covered	185
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

009-0347-9

Policy instance

Insurance contract or identification number	009-0347-9
Number of Individuals Covered	195
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	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

009-0347-9

Policy instance

Insurance contract or identification number	009-0347-9
Number of Individuals Covered	179
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

009-0347-9

Policy instance

Insurance contract or identification number	009-0347-9
Number of Individuals Covered	140
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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	0
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

009-0347-9

Policy instance

Insurance contract or identification number	009-0347-9
Number of Individuals Covered	225
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	0
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99136

Policy instance

Insurance contract or identification number	99136
Number of Individuals Covered	99
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $13,988
Total amount of fees paid to insurance company	USD $10,671
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	0
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?	Yes
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99136

Policy instance

Insurance contract or identification number	99136
Number of Individuals Covered	109
Insurance policy start date	2010-12-06
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 $848
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	0
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?	Yes
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
Amount paid for insurance broker fees	848
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	BENEFITS ADMINISTRATION SERVICES

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Company Name:	ENVISION CREDIT UNION
Employer identification number (EIN):	590873652
NAIC Classification:	522130
NAIC Description:	Credit Unions