Plan Name | EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EASTMAN CREDIT UNION |
Employer identification number (EIN): | 626039479 |
NAIC Classification: | 522130 |
NAIC Description: | Credit Unions |
Additional information about EASTMAN CREDIT UNION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1999-10-18 |
Company Identification Number: | 0000002432 |
Legal Registered Office Address: |
PO BOX 1989 KINGSPORT United States of America (USA) 37662 |
More information about EASTMAN CREDIT UNION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | CAROL S. CROSS | |||
002 | 2016-01-01 | CAROL S. CROSS | |||
002 | 2015-01-01 | CAROL S. CROSS | |||
002 | 2014-01-01 | CAROL S. CROSS | EASTMAN CREDIT UNION | 2015-08-20 | |
002 | 2013-01-01 | CAROL S. CROSS | EASTMAN CREDIT UNION | 2014-10-09 | |
002 | 2012-01-01 | CAROL S. CROSS | CAROL S. CROSS | 2013-10-14 | |
002 | 2011-01-01 | CAROL S. CROSS | |||
002 | 2009-01-01 | CAROL S. CROSS |
Measure | Date | Value |
---|---|---|
2023: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 1,112 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1,032 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 135 |
Total of all active and inactive participants | 2023-01-01 | 1,173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 1,173 |
Number of participants with account balances | 2023-01-01 | 1,170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 27 |
2022: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,066 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 981 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 127 |
Total of all active and inactive participants | 2022-01-01 | 1,112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,112 |
Number of participants with account balances | 2022-01-01 | 1,109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 27 |
2021: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,003 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 969 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 87 |
Total of all active and inactive participants | 2021-01-01 | 1,065 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,065 |
Number of participants with account balances | 2021-01-01 | 1,061 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 13 |
2020: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 923 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 928 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 88 |
Total of all active and inactive participants | 2020-01-01 | 1,016 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,016 |
Number of participants with account balances | 2020-01-01 | 1,000 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 14 |
2019: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 845 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 849 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 72 |
Total of all active and inactive participants | 2019-01-01 | 921 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 922 |
Number of participants with account balances | 2019-01-01 | 910 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 14 |
2018: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 811 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 777 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 60 |
Total of all active and inactive participants | 2018-01-01 | 837 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 838 |
Number of participants with account balances | 2018-01-01 | 837 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 9 |
2017: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 738 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 740 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 70 |
Total of all active and inactive participants | 2017-01-01 | 810 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 811 |
Number of participants with account balances | 2017-01-01 | 801 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 10 |
2016: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 665 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 677 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 61 |
Total of all active and inactive participants | 2016-01-01 | 738 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 738 |
Number of participants with account balances | 2016-01-01 | 730 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 615 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 584 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 53 |
Total of all active and inactive participants | 2015-01-01 | 637 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 637 |
Number of participants with account balances | 2015-01-01 | 633 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 579 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 557 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 56 |
Total of all active and inactive participants | 2014-01-01 | 613 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 613 |
Number of participants with account balances | 2014-01-01 | 592 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 13 |
2013: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 552 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 508 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 55 |
Total of all active and inactive participants | 2013-01-01 | 563 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 563 |
Number of participants with account balances | 2013-01-01 | 556 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 509 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 514 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 41 |
Total of all active and inactive participants | 2012-01-01 | 555 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 555 |
Number of participants with account balances | 2012-01-01 | 539 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 475 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 469 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 40 |
Total of all active and inactive participants | 2011-01-01 | 509 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 509 |
Number of participants with account balances | 2011-01-01 | 483 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2009: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 458 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 397 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 74 |
Total of all active and inactive participants | 2009-01-01 | 471 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 472 |
Number of participants with account balances | 2009-01-01 | 448 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2023 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $29,318,673 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $6,884,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $6,815,757 |
Value of total corrective distributions | 2023-12-31 | $27,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $11,178,939 |
Value of total assets at end of year | 2023-12-31 | $124,543,392 |
Value of total assets at beginning of year | 2023-12-31 | $102,109,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $41,300 |
Total interest from all sources | 2023-12-31 | $69,419 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $624,765 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $624,765 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $5,063,041 |
Participant contributions at end of year | 2023-12-31 | $943,114 |
Participant contributions at beginning of year | 2023-12-31 | $928,882 |
Participant contributions at end of year | 2023-12-31 | $0 |
Participant contributions at beginning of year | 2023-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $763,646 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $569 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $526 |
Other income not declared elsewhere | 2023-12-31 | $7,380 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $22,434,357 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $124,543,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $102,109,035 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $22,000,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $17,258,487 |
Interest on participant loans | 2023-12-31 | $63,089 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $99,930,588 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $82,469,884 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $6,734 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $4,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $4,821 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $6,330 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,452,878 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $13,985,292 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $5,352,252 |
Employer contributions (assets) at end of year | 2023-12-31 | $1,662,271 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $1,446,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $6,815,757 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2023-12-31 | 410746749 |
2022 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-8,833,994 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,936,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,889,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,624,132 |
Value of total assets at end of year | 2022-12-31 | $102,109,035 |
Value of total assets at beginning of year | 2022-12-31 | $114,879,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $46,799 |
Total interest from all sources | 2022-12-31 | $56,584 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,143,871 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,143,871 |
Administrative expenses professional fees incurred | 2022-12-31 | $46,799 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,671,810 |
Participant contributions at end of year | 2022-12-31 | $928,882 |
Participant contributions at beginning of year | 2022-12-31 | $940,094 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $114,188 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $526 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $237 |
Other income not declared elsewhere | 2022-12-31 | $19,770 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-12,770,789 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $102,109,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $114,879,824 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,258,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $21,625,518 |
Interest on participant loans | 2022-12-31 | $55,411 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $82,469,884 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $90,837,110 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,821 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $167,773 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $167,773 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,173 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,700,986 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-11,977,365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $4,838,134 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,446,435 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,309,092 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,889,996 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $22,947,725 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,886,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,845,397 |
Value of total corrective distributions | 2021-12-31 | $1,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,509,644 |
Value of total assets at end of year | 2021-12-31 | $114,879,824 |
Value of total assets at beginning of year | 2021-12-31 | $99,818,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $40,180 |
Total interest from all sources | 2021-12-31 | $55,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,569,182 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,569,182 |
Administrative expenses professional fees incurred | 2021-12-31 | $40,180 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,486,343 |
Participant contributions at end of year | 2021-12-31 | $940,094 |
Participant contributions at beginning of year | 2021-12-31 | $969,024 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $191 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $442,668 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $237 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $336 |
Other income not declared elsewhere | 2021-12-31 | $21,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $15,061,042 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $114,879,824 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $99,818,782 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $21,625,518 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,005,282 |
Interest on participant loans | 2021-12-31 | $55,148 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $90,837,110 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $77,646,510 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $167,773 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $23,004 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $23,004 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,636,748 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $10,155,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,580,633 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,309,092 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,174,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,845,397 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $20,368,638 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,045,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,004,493 |
Value of total corrective distributions | 2020-12-31 | $3,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,590,546 |
Value of total assets at end of year | 2020-12-31 | $99,818,782 |
Value of total assets at beginning of year | 2020-12-31 | $83,495,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,957 |
Total interest from all sources | 2020-12-31 | $74,730 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $856,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $856,192 |
Administrative expenses professional fees incurred | 2020-12-31 | $36,957 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,053,089 |
Participant contributions at end of year | 2020-12-31 | $969,024 |
Participant contributions at beginning of year | 2020-12-31 | $1,308,522 |
Participant contributions at end of year | 2020-12-31 | $191 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $391,159 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $336 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $449 |
Other income not declared elsewhere | 2020-12-31 | $15,316 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $16,323,485 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $99,818,782 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $83,495,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,005,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,710,306 |
Interest on participant loans | 2020-12-31 | $74,346 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $77,646,510 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $66,425,969 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $23,004 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $14,913 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $14,913 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $384 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,765,645 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $8,066,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $4,146,298 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,174,435 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,035,138 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,004,493 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $21,496,703 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,314,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,284,348 |
Value of total corrective distributions | 2019-12-31 | $3,101 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,000,075 |
Value of total assets at end of year | 2019-12-31 | $83,495,297 |
Value of total assets at beginning of year | 2019-12-31 | $66,313,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $27,536 |
Total interest from all sources | 2019-12-31 | $82,850 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $503,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $503,526 |
Administrative expenses professional fees incurred | 2019-12-31 | $27,536 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,895,475 |
Participant contributions at end of year | 2019-12-31 | $1,308,522 |
Participant contributions at beginning of year | 2019-12-31 | $1,215,169 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $266,401 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $449 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $4,746 |
Other income not declared elsewhere | 2019-12-31 | $12,409 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $17,181,718 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $83,495,297 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $66,313,579 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,710,306 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,892,140 |
Interest on participant loans | 2019-12-31 | $81,610 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $66,425,969 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $52,249,520 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $14,913 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,607 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,607 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,626,306 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $10,271,537 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,838,199 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,035,138 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $948,397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,284,348 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $33 |
Total income from all sources (including contributions) | 2018-12-31 | $3,932,166 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,672,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,636,682 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,316,611 |
Value of total assets at end of year | 2018-12-31 | $66,313,579 |
Value of total assets at beginning of year | 2018-12-31 | $66,054,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $36,278 |
Total interest from all sources | 2018-12-31 | $72,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $798,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $798,893 |
Administrative expenses professional fees incurred | 2018-12-31 | $36,278 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,463,220 |
Participant contributions at end of year | 2018-12-31 | $1,215,169 |
Participant contributions at beginning of year | 2018-12-31 | $1,230,902 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $438,890 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $4,746 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $153 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $33 |
Other income not declared elsewhere | 2018-12-31 | $26,394 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $259,206 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $66,313,579 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $66,054,373 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,892,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,502,308 |
Interest on participant loans | 2018-12-31 | $71,366 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $52,249,520 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $50,305,250 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,607 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $192,111 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $192,111 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,444 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,576,510 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,706,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,414,501 |
Employer contributions (assets) at end of year | 2018-12-31 | $948,397 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $823,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,636,682 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $33 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $15,210,022 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,860,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,788,139 |
Value of total corrective distributions | 2017-12-31 | $5,937 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,809,604 |
Value of total assets at end of year | 2017-12-31 | $66,054,406 |
Value of total assets at beginning of year | 2017-12-31 | $53,704,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $66,120 |
Total interest from all sources | 2017-12-31 | $66,582 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,003,354 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,003,354 |
Administrative expenses professional fees incurred | 2017-12-31 | $63,896 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,103,676 |
Participant contributions at end of year | 2017-12-31 | $1,230,902 |
Participant contributions at beginning of year | 2017-12-31 | $1,089,881 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $658,706 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $153 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $3,141 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $33 |
Other income not declared elsewhere | 2017-12-31 | $47,116 |
Administrative expenses (other) incurred | 2017-12-31 | $219 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $12,349,826 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $66,054,373 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $53,704,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $2,005 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $13,502,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $29,148,678 |
Interest on participant loans | 2017-12-31 | $66,105 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $50,305,250 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $22,477,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $192,111 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $264,923 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $264,923 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $477 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,932,877 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,350,489 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,047,222 |
Employer contributions (assets) at end of year | 2017-12-31 | $823,682 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $720,053 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,788,139 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $8,604,855 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,146,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,068,272 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,712,354 |
Value of total assets at end of year | 2016-12-31 | $53,704,547 |
Value of total assets at beginning of year | 2016-12-31 | $47,246,081 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $78,117 |
Total interest from all sources | 2016-12-31 | $55,148 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,205,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,205,567 |
Administrative expenses professional fees incurred | 2016-12-31 | $78,077 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,645,998 |
Participant contributions at end of year | 2016-12-31 | $1,089,881 |
Participant contributions at beginning of year | 2016-12-31 | $1,056,406 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $431,730 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $3,141 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $10,156 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $65,008 |
Administrative expenses (other) incurred | 2016-12-31 | $40 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,458,466 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $53,704,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $47,246,081 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $29,148,678 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $38,609,465 |
Interest on participant loans | 2016-12-31 | $55,077 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $22,477,871 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $6,796,547 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $264,923 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $163,543 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $163,543 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $71 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $992,239 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $574,539 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,634,626 |
Employer contributions (assets) at end of year | 2016-12-31 | $720,053 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $609,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,068,272 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $21,977 |
Total income from all sources (including contributions) | 2015-12-31 | $5,478,905 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,776,020 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,697,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,000,616 |
Value of total assets at end of year | 2015-12-31 | $47,246,081 |
Value of total assets at beginning of year | 2015-12-31 | $44,565,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $78,429 |
Total interest from all sources | 2015-12-31 | $55,130 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,745,620 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,745,620 |
Administrative expenses professional fees incurred | 2015-12-31 | $67,969 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,393,238 |
Participant contributions at end of year | 2015-12-31 | $1,056,406 |
Participant contributions at beginning of year | 2015-12-31 | $958,229 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $253,707 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $10,156 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $241 |
Other income not declared elsewhere | 2015-12-31 | $83,118 |
Administrative expenses (other) incurred | 2015-12-31 | $28 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $21,736 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,702,885 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $47,246,081 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $44,543,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $10,432 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $38,609,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $37,254,847 |
Interest on participant loans | 2015-12-31 | $55,130 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $6,796,547 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $5,829,657 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $163,543 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,453,465 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $47,886 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,353,671 |
Employer contributions (assets) at end of year | 2015-12-31 | $609,964 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $522,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,697,591 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $21,977 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,975 |
Total income from all sources (including contributions) | 2014-12-31 | $6,417,306 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,653,854 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,544,777 |
Value of total corrective distributions | 2014-12-31 | $241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,335,666 |
Value of total assets at end of year | 2014-12-31 | $44,565,173 |
Value of total assets at beginning of year | 2014-12-31 | $39,797,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $108,836 |
Total interest from all sources | 2014-12-31 | $44,426 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,867,055 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,867,055 |
Administrative expenses professional fees incurred | 2014-12-31 | $85,171 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,055,150 |
Participant contributions at end of year | 2014-12-31 | $958,229 |
Participant contributions at beginning of year | 2014-12-31 | $870,805 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $268,684 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $11,367 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $241 |
Other income not declared elsewhere | 2014-12-31 | $100,114 |
Administrative expenses (other) incurred | 2014-12-31 | $81 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $21,736 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $17,975 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,763,452 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $44,543,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $39,779,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $23,584 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $37,254,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $33,177,562 |
Interest on participant loans | 2014-12-31 | $44,426 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $5,829,657 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $5,285,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $41,812 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $28,233 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,011,832 |
Employer contributions (assets) at end of year | 2014-12-31 | $522,440 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $452,357 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,544,777 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $17,975 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $19,429 |
Total income from all sources (including contributions) | 2013-12-31 | $9,304,742 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,964,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,893,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,913,960 |
Value of total assets at end of year | 2013-12-31 | $39,797,719 |
Value of total assets at beginning of year | 2013-12-31 | $32,459,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $70,920 |
Total interest from all sources | 2013-12-31 | $42,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,191,832 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,191,832 |
Administrative expenses professional fees incurred | 2013-12-31 | $55,782 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,931,056 |
Participant contributions at end of year | 2013-12-31 | $870,805 |
Participant contributions at beginning of year | 2013-12-31 | $697,312 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $167,586 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $11,367 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $12,547 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $78 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $17,975 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $19,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,340,095 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $39,779,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,439,649 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $15,060 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $33,177,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $26,168,412 |
Interest on participant loans | 2013-12-31 | $42,237 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $5,285,628 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,195,367 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,125,971 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $30,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,815,318 |
Employer contributions (assets) at end of year | 2013-12-31 | $452,357 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $385,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,893,727 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $19,429 |
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 | $6,642,809 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,127,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,052,679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,615,482 |
Value of total assets at end of year | 2012-12-31 | $32,459,078 |
Value of total assets at beginning of year | 2012-12-31 | $26,924,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $74,952 |
Total interest from all sources | 2012-12-31 | $32,364 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $852,749 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $852,749 |
Administrative expenses professional fees incurred | 2012-12-31 | $60,167 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,821,397 |
Participant contributions at end of year | 2012-12-31 | $697,312 |
Participant contributions at beginning of year | 2012-12-31 | $546,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $162,140 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $12,547 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $19,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,515,178 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $32,439,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,924,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $14,785 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $26,168,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $26,042,106 |
Interest on participant loans | 2012-12-31 | $32,364 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,195,367 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,101,874 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $40,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,631,945 |
Employer contributions (assets) at end of year | 2012-12-31 | $385,440 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $336,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,052,679 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $3,088,938 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,168,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,102,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,430,144 |
Value of total assets at end of year | 2011-12-31 | $26,924,471 |
Value of total assets at beginning of year | 2011-12-31 | $25,003,559 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $65,248 |
Total interest from all sources | 2011-12-31 | $27,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $629,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $629,496 |
Administrative expenses professional fees incurred | 2011-12-31 | $59,131 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,724,890 |
Participant contributions at end of year | 2011-12-31 | $546,048 |
Participant contributions at beginning of year | 2011-12-31 | $490,207 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $224,480 |
Other income not declared elsewhere | 2011-12-31 | $65,010 |
Administrative expenses (other) incurred | 2011-12-31 | $114 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,920,912 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $26,924,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $25,003,559 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $6,003 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $26,042,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $24,233,860 |
Interest on participant loans | 2011-12-31 | $27,459 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,063,171 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,480,774 |
Employer contributions (assets) at end of year | 2011-12-31 | $336,317 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $279,492 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,102,778 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PETERS AND ASSOCIATES |
Accountancy firm EIN | 2011-12-31 | 621501873 |
2010 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,129,135 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $796,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $784,361 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,714,588 |
Value of total assets at end of year | 2010-12-31 | $25,003,559 |
Value of total assets at beginning of year | 2010-12-31 | $20,670,476 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,691 |
Total interest from all sources | 2010-12-31 | $28,107 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $646,326 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $646,326 |
Administrative expenses professional fees incurred | 2010-12-31 | $11,581 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,435,172 |
Participant contributions at end of year | 2010-12-31 | $490,207 |
Participant contributions at beginning of year | 2010-12-31 | $449,300 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $5,388 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $19,375 |
Administrative expenses (other) incurred | 2010-12-31 | $49 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,333,083 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $25,003,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $20,670,476 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $61 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $24,233,860 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,986,023 |
Interest on participant loans | 2010-12-31 | $28,107 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,720,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,274,028 |
Employer contributions (assets) at end of year | 2010-12-31 | $279,492 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $235,153 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $784,361 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PETERS AND ASSOCIATES |
Accountancy firm EIN | 2010-12-31 | 621501873 |
2009 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |