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MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameMIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number 033

MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MIDFLORIDA CREDIT UNION
Employer identification number (EIN):596194363
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332024-01-01BRIAN PALMER
0332023-01-01
0332023-01-01BRIAN PALMER
0332022-01-01
0332022-01-01BRIAN PALMER
0332021-01-01
0332021-01-01BRIAN PALMER
0332020-01-01
0332019-01-01
0332017-01-01BRIAN PALMER
0332016-01-01BRIAN PALMER
0332015-01-01BRIAN PALMER
0332014-01-01BRIAN PALMER
0332013-01-01BRIAN PALMER
0332012-01-01NANCY J IRVIN
0332011-01-01NANCY IRVIN
0332009-01-01NANCY IRVIN

Plan Statistics for MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2023: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,677
Total number of active participants reported on line 7a of the Form 55002023-01-011,334
Number of retired or separated participants receiving benefits2023-01-0145
Number of other retired or separated participants entitled to future benefits2023-01-01428
Total of all active and inactive participants2023-01-011,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,807
Number of participants with account balances2023-01-011,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01168
2022: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,433
Total number of active participants reported on line 7a of the Form 55002022-01-011,263
Number of retired or separated participants receiving benefits2022-01-0137
Number of other retired or separated participants entitled to future benefits2022-01-01393
Total of all active and inactive participants2022-01-011,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,693
Number of participants with account balances2022-01-011,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01197
2021: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,340
Total number of active participants reported on line 7a of the Form 55002021-01-011,129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01278
Total of all active and inactive participants2021-01-011,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,407
Number of participants with account balances2021-01-011,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01161
2020: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,251
Total number of active participants reported on line 7a of the Form 55002020-01-011,056
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01291
Total of all active and inactive participants2020-01-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,347
Number of participants with account balances2020-01-011,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01122
2019: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,128
Total number of active participants reported on line 7a of the Form 55002019-01-011,057
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01177
Total of all active and inactive participants2019-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,247
Number of participants with account balances2019-01-011,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01124
2017: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01823
Total number of active participants reported on line 7a of the Form 55002017-01-01646
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01148
Total of all active and inactive participants2017-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01812
Number of participants with account balances2017-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
2016: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01757
Total number of active participants reported on line 7a of the Form 55002016-01-01596
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01210
Total of all active and inactive participants2016-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01806
Number of participants with account balances2016-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0167
2015: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01711
Total number of active participants reported on line 7a of the Form 55002015-01-01556
Number of other retired or separated participants entitled to future benefits2015-01-01189
Total of all active and inactive participants2015-01-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01745
Number of participants with account balances2015-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0163
2014: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01661
Total number of active participants reported on line 7a of the Form 55002014-01-01546
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01163
Total of all active and inactive participants2014-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01709
Number of participants with account balances2014-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0155
2013: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01594
Total number of active participants reported on line 7a of the Form 55002013-01-01535
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01126
Total of all active and inactive participants2013-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01661
Number of participants with account balances2013-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01498
Total number of active participants reported on line 7a of the Form 55002012-01-01494
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01594
Number of participants with account balances2012-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0148
2011: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01493
Total number of active participants reported on line 7a of the Form 55002011-01-01426
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01497
Number of participants with account balances2011-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2009: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01401
Total number of active participants reported on line 7a of the Form 55002009-01-01384
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01421
Number of participants with account balances2009-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2023 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$19,496,524
Total of all expenses incurred2023-12-31$4,063,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,964,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,169,824
Value of total assets at end of year2023-12-31$75,711,308
Value of total assets at beginning of year2023-12-31$60,278,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$99,125
Total interest from all sources2023-12-31$187,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,989,257
Participant contributions at end of year2023-12-31$2,825,954
Participant contributions at beginning of year2023-12-31$2,459,846
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$673,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$15,433,103
Value of net assets at end of year (total assets less liabilities)2023-12-31$75,711,308
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$60,278,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$67,777,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$51,625,163
Interest on participant loans2023-12-31$187,644
Value of interest in common/collective trusts at end of year2023-12-31$292,661
Value of interest in common/collective trusts at beginning of year2023-12-31$185,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,815,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$6,007,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,139,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,506,888
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,964,296
Contract administrator fees2023-12-31$99,125
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOEREN MAYHEW ASSURANCE
Accountancy firm EIN2023-12-31382492570
Total income from all sources (including contributions)2023-01-01$19,496,524
Total of all expenses incurred2023-01-01$4,063,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,964,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$8,169,824
Value of total assets at end of year2023-01-01$75,711,308
Value of total assets at beginning of year2023-01-01$60,278,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$99,125
Total interest from all sources2023-01-01$187,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$4,989,257
Participant contributions at end of year2023-01-01$2,825,954
Participant contributions at beginning of year2023-01-01$2,459,846
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$673,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$15,433,103
Value of net assets at end of year (total assets less liabilities)2023-01-01$75,711,308
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$60,278,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$67,777,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$51,625,163
Interest on participant loans2023-01-01$187,644
Value of interest in common/collective trusts at end of year2023-01-01$292,661
Value of interest in common/collective trusts at beginning of year2023-01-01$185,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$4,815,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$6,007,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$11,139,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,506,888
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,964,296
Contract administrator fees2023-01-01$99,125
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DOEREN MAYHEW ASSURANCE
Accountancy firm EIN2023-01-01382492570
2022 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,398,660
Total of all expenses incurred2022-12-31$5,128,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,045,860
Expenses. Certain deemed distributions of participant loans2022-12-31$9,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,805,873
Value of total assets at end of year2022-12-31$60,278,205
Value of total assets at beginning of year2022-12-31$70,804,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,381
Total interest from all sources2022-12-31$195,502
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,395,730
Participant contributions at end of year2022-12-31$2,459,846
Participant contributions at beginning of year2022-12-31$2,487,352
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$95,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,526,702
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,278,205
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$70,804,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$51,625,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$63,552,831
Interest on participant loans2022-12-31$134,261
Interest earned on other investments2022-12-31$61,241
Value of interest in common/collective trusts at end of year2022-12-31$185,286
Value of interest in common/collective trusts at beginning of year2022-12-31$173,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,007,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,591,413
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,367,821
Net investment gain or loss from common/collective trusts2022-12-31$-32,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,314,512
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,045,860
Contract administrator fees2022-12-31$72,381
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN2022-12-31591906466
Total income from all sources (including contributions)2022-01-01$-5,398,660
Total of all expenses incurred2022-01-01$5,128,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$5,045,860
Expenses. Certain deemed distributions of participant loans2022-01-01$9,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$6,805,873
Value of total assets at end of year2022-01-01$60,278,205
Value of total assets at beginning of year2022-01-01$70,804,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$72,381
Total interest from all sources2022-01-01$195,502
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$4,395,730
Participant contributions at end of year2022-01-01$2,459,846
Participant contributions at beginning of year2022-01-01$2,487,352
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$95,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-10,526,702
Value of net assets at end of year (total assets less liabilities)2022-01-01$60,278,205
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$70,804,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$51,625,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$63,552,831
Interest on participant loans2022-01-01$134,261
Interest earned on other investments2022-01-01$61,241
Value of interest in common/collective trusts at end of year2022-01-01$185,286
Value of interest in common/collective trusts at beginning of year2022-01-01$173,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$6,007,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$4,591,413
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-12,367,821
Net investment gain or loss from common/collective trusts2022-01-01$-32,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,314,512
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,045,860
Contract administrator fees2022-01-01$72,381
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN2022-01-01591906466
2021 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$15,090,971
Total of all expenses incurred2021-12-31$2,620,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,537,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,719,238
Value of total assets at end of year2021-12-31$70,804,907
Value of total assets at beginning of year2021-12-31$58,334,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,914
Total interest from all sources2021-12-31$139,638
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,158,714
Participant contributions at end of year2021-12-31$2,487,352
Participant contributions at beginning of year2021-12-31$2,324,452
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$348,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,470,414
Value of net assets at end of year (total assets less liabilities)2021-12-31$70,804,907
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$58,334,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$63,552,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,134,509
Interest on participant loans2021-12-31$139,638
Value of interest in common/collective trusts at end of year2021-12-31$173,311
Value of interest in common/collective trusts at beginning of year2021-12-31$125,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,591,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,750,010
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,232,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,211,663
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,537,643
Contract administrator fees2021-12-31$82,914
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN2021-12-31591906466
2020 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$4,894,695
Total income from all sources (including contributions)2020-12-31$14,506,831
Total of all expenses incurred2020-12-31$3,062,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,020,918
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,401,268
Value of total assets at end of year2020-12-31$58,334,493
Value of total assets at beginning of year2020-12-31$41,995,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,217
Total interest from all sources2020-12-31$195,502
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,888,657
Participant contributions at end of year2020-12-31$2,324,452
Participant contributions at beginning of year2020-12-31$2,212,236
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$378,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,444,696
Value of net assets at end of year (total assets less liabilities)2020-12-31$58,334,493
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,995,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$52,134,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,801,077
Interest on participant loans2020-12-31$152,607
Interest earned on other investments2020-12-31$42,895
Value of interest in common/collective trusts at end of year2020-12-31$125,522
Value of interest in common/collective trusts at beginning of year2020-12-31$61,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,750,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,920,762
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$7,893,330
Net investment gain or loss from common/collective trusts2020-12-31$14,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,133,789
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$2,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,020,918
Contract administrator fees2020-12-31$41,217
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN2020-12-31591906466
2019 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$12,027,039
Total of all expenses incurred2019-12-31$3,727,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,670,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,992,614
Value of total assets at end of year2019-12-31$41,995,102
Value of total assets at beginning of year2019-12-31$33,695,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,696
Total interest from all sources2019-12-31$144,751
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$38,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$38,196
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,855,701
Participant contributions at end of year2019-12-31$2,212,236
Participant contributions at beginning of year2019-12-31$2,196,101
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$443,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,299,561
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,995,102
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,695,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,801,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,544,289
Interest on participant loans2019-12-31$144,751
Value of interest in common/collective trusts at end of year2019-12-31$61,027
Value of interest in common/collective trusts at beginning of year2019-12-31$39,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,920,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,916,074
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,841,118
Net investment gain or loss from common/collective trusts2019-12-31$10,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,693,161
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,670,782
Contract administrator fees2019-12-31$56,696
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN2019-12-31591906466
2018 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,652,911
Total of all expenses incurred2018-12-31$2,044,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,980,308
Value of total corrective distributions2018-12-31$18,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,415,700
Value of total assets at end of year2018-12-31$33,695,541
Value of total assets at beginning of year2018-12-31$34,086,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,568
Total interest from all sources2018-12-31$114,331
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$40,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$40,399
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,141,075
Participant contributions at end of year2018-12-31$2,196,101
Participant contributions at beginning of year2018-12-31$1,776,059
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$76,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-391,119
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,695,541
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,086,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$45,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,583,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,608,520
Interest on participant loans2018-12-31$114,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,916,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,702,081
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,917,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,198,030
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,980,308
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN2018-12-31591906466
2017 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$1,129,190
Total income from all sources (including contributions)2017-12-31$7,721,245
Total of all expenses incurred2017-12-31$1,941,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,875,599
Expenses. Certain deemed distributions of participant loans2017-12-31$10,829
Value of total corrective distributions2017-12-31$9,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,360,538
Value of total assets at end of year2017-12-31$34,086,660
Value of total assets at beginning of year2017-12-31$27,177,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,058
Total interest from all sources2017-12-31$94,311
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$35,038
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,895,580
Participant contributions at end of year2017-12-31$1,776,059
Participant contributions at beginning of year2017-12-31$1,599,486
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$321,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,780,198
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,086,660
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,177,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$45,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,608,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,138,960
Interest on participant loans2017-12-31$94,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,702,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,438,826
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,231,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,143,306
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,875,599
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN2017-12-31591906466
2016 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,700,767
Total of all expenses incurred2016-12-31$2,007,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,963,624
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$12,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,836,480
Value of total assets at end of year2016-12-31$27,177,272
Value of total assets at beginning of year2016-12-31$24,483,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,192
Total interest from all sources2016-12-31$82,124
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,749,966
Participant contributions at end of year2016-12-31$1,599,486
Participant contributions at beginning of year2016-12-31$1,534,745
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$42,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,693,306
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,177,272
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,483,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$31,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,138,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,593,475
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$82,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,438,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,355,746
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,740,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,042,338
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,963,624
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN2016-12-31591906466
2015 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,707,722
Total of all expenses incurred2015-12-31$1,271,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,240,302
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,742,391
Value of total assets at end of year2015-12-31$24,483,966
Value of total assets at beginning of year2015-12-31$23,047,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,186
Total interest from all sources2015-12-31$72,315
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,563,143
Participant contributions at end of year2015-12-31$1,534,745
Participant contributions at beginning of year2015-12-31$1,457,576
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$284,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$41,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,436,234
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,483,966
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,047,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$31,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,593,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$19,294,683
Interest on participant loans2015-12-31$72,315
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,355,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,295,473
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-148,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$895,017
Employer contributions (assets) at end of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,240,302
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN2015-12-31591906466
2014 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,774,346
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$816,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$787,943
Expenses. Certain deemed distributions of participant loans2014-12-31$158
Value of total corrective distributions2014-12-31$3,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,379,906
Value of total assets at end of year2014-12-31$23,047,732
Value of total assets at beginning of year2014-12-31$20,089,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,696
Total interest from all sources2014-12-31$64,666
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,446,820
Participant contributions at end of year2014-12-31$1,457,576
Participant contributions at beginning of year2014-12-31$1,395,612
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$25,663
Other income not declared elsewhere2014-12-31$38,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,958,167
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,047,732
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,089,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$19,294,683
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,499,479
Interest on participant loans2014-12-31$64,666
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,295,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,194,474
Net investment gain/loss from pooled separate accounts2014-12-31$1,291,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$907,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$787,943
Contract administrator fees2014-12-31$24,696
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN2014-12-31591906466
2013 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,947,066
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$510,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$424,223
Expenses. Certain deemed distributions of participant loans2013-12-31$3,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,508,504
Value of total assets at end of year2013-12-31$20,089,565
Value of total assets at beginning of year2013-12-31$15,653,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$83,190
Total interest from all sources2013-12-31$52,273
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,387,646
Participant contributions at end of year2013-12-31$1,395,612
Participant contributions at beginning of year2013-12-31$1,068,049
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$272,939
Other income not declared elsewhere2013-12-31$15,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,436,187
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,089,565
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,653,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,536,768
Value of interest in pooled separate accounts at end of year2013-12-31$16,499,479
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$52,273
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$4,914,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,194,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,134,101
Net investment gain/loss from pooled separate accounts2013-12-31$1,256,010
Net investment gain or loss from common/collective trusts2013-12-31$1,114,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$847,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$424,223
Contract administrator fees2013-12-31$83,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN2013-12-31591906466
2012 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,278,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,330,318
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$788,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$700,857
Value of total corrective distributions2012-12-31$1,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,857,836
Value of total assets at end of year2012-12-31$15,653,378
Value of total assets at beginning of year2012-12-31$11,833,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$86,978
Total interest from all sources2012-12-31$74,307
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$165,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$165,365
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,106,402
Participant contributions at end of year2012-12-31$1,068,049
Participant contributions at beginning of year2012-12-31$962,903
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,541,357
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,653,378
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,833,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,536,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,375,634
Interest on participant loans2012-12-31$45,829
Interest earned on other investments2012-12-31$28,478
Value of interest in common/collective trusts at end of year2012-12-31$4,914,460
Value of interest in common/collective trusts at beginning of year2012-12-31$3,569,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,134,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$925,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$801,636
Net investment gain or loss from common/collective trusts2012-12-31$431,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$707,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$700,857
Contract administrator fees2012-12-31$86,978
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NEARMAN AND ASSOC.
Accountancy firm EIN2012-12-31591906466
2011 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,557,435
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$966,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$884,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,504,748
Value of total assets at end of year2011-12-31$11,833,761
Value of total assets at beginning of year2011-12-31$11,242,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$81,438
Total interest from all sources2011-12-31$68,956
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$138,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$138,816
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$924,713
Participant contributions at end of year2011-12-31$962,903
Participant contributions at beginning of year2011-12-31$817,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$591,234
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,833,761
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,242,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,375,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,003,124
Interest on participant loans2011-12-31$43,507
Interest earned on other investments2011-12-31$25,449
Value of interest in common/collective trusts at end of year2011-12-31$3,569,790
Value of interest in common/collective trusts at beginning of year2011-12-31$3,486,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$925,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$935,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-210,085
Net investment gain or loss from common/collective trusts2011-12-31$55,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$580,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$884,763
Contract administrator fees2011-12-31$81,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NEARMAN AND ASSOC.
Accountancy firm EIN2011-12-31591906466
2010 : MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,865,582
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,232,349
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$259,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$197,165
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,193,287
Value of total assets at end of year2010-12-31$11,242,527
Value of total assets at beginning of year2010-12-31$7,403,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,189
Total interest from all sources2010-12-31$23,513
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$113,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$113,143
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$734,208
Participant contributions at end of year2010-12-31$817,115
Participant contributions at beginning of year2010-12-31$396,349
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$19,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,972,995
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,242,527
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,403,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,003,124
Interest on participant loans2010-12-31$23,513
Value of interest in common/collective trusts at end of year2010-12-31$3,486,860
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$7,007,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$935,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$562,906
Net investment gain or loss from common/collective trusts2010-12-31$320,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$459,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$197,165
Contract administrator fees2010-12-31$62,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NEARMAN AND ASSOC
Accountancy firm EIN2010-12-31591906466

Form 5500 Responses for MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN

2023: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MIDFLORIDA CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 4
Insurance contract or identification number810121
Number of Individuals Covered1705
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $3
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 3
Insurance contract or identification number810121
Number of Individuals Covered1705
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 2
Insurance contract or identification number810121
Number of Individuals Covered1705
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $16
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
Insurance contract or identification number810121
Number of Individuals Covered1705
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $33,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
Insurance contract or identification number810121
Number of Individuals Covered1549
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 2
Insurance contract or identification number810121
Number of Individuals Covered1549
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 3
Insurance contract or identification number810121
Number of Individuals Covered1549
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 4
Insurance contract or identification number810121
Number of Individuals Covered1549
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810121
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number009-0392-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number009-0392-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number009-0392-9
Policy instance 1

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