401k Plan data: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: MUSKOGEE FEDERAL CREDIT UNION

Employer identification number (EIN): 730582454

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DANA BROWN 2024-10-09
001 2022-01-01 DANA BROWN 2023-08-30
001 2021-01-01 SUSAN MCBRIDE 2022-05-19
001 2020-01-01 SUSAN MCBRIDE 2021-09-16
001 2019-01-01 SUSAN MCBRIDE 2020-06-16
001 2018-01-01 SUSAN MCBRIDE 2019-06-20
001 2017-01-01 SUSAN MCBRIDE 2018-05-08
001 2016-01-01 SUSAN MCBRIDE 2017-04-11
001 2015-01-01 SUSAN MCBRIDE 2016-05-23
001 2014-01-01 E. JAMES HARIG 2015-06-29
001 2013-01-01 E. JAMES HARIG 2014-05-28
001 2012-01-01 E. JAMES HARIG 2013-08-08
001 2011-01-01 E JAMES HARIG JR 2012-09-18 E JAMES HARIG JR, 2012-09-18
001 2010-01-01 E. JAMES HARIG JR. 2011-04-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DANA BROWN	2024-10-09
001	2022-01-01	DANA BROWN	2023-08-30
001	2021-01-01	SUSAN MCBRIDE	2022-05-19
001	2020-01-01	SUSAN MCBRIDE	2021-09-16
001	2019-01-01	SUSAN MCBRIDE	2020-06-16
001	2018-01-01	SUSAN MCBRIDE	2019-06-20
001	2017-01-01	SUSAN MCBRIDE	2018-05-08
001	2016-01-01	SUSAN MCBRIDE	2017-04-11
001	2015-01-01	SUSAN MCBRIDE	2016-05-23
001	2014-01-01	E. JAMES HARIG	2015-06-29
001	2013-01-01	E. JAMES HARIG	2014-05-28
001	2012-01-01	E. JAMES HARIG	2013-08-08
001	2011-01-01	E JAMES HARIG JR	2012-09-18	E JAMES HARIG JR,	2012-09-18
001	2010-01-01	E. JAMES HARIG JR.	2011-04-29

Plan Statistics for MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 2,375,767
Acturial value of plan assets 2022-12-31 2,375,767
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 361,933
Active participant vested funding target 2022-12-31 1,175,257
Number of active participants 2022-12-31 9
Total funding liabilities for active participants 2022-12-31 1,175,257
Total participant count 2022-12-31 14
Total funding target for all participants 2022-12-31 1,537,190
Balance at beginning of prior year after applicable adjustments 2022-12-31 176,812
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 253
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 176,812
Amount remaining of prefunding balance 2022-12-31 253
Present value of excess contributions 2022-12-31 74,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 78,667
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 189,489
Balance of prefunding at beginning of current year 2022-12-31 271
Total employer contributions 2022-12-31 61,170
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 59,903
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 40,105
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 59,903
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 2,249,466
Acturial value of plan assets 2021-12-31 2,249,466
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 6,597
Active participant vested funding target 2021-12-31 1,312,814
Number of active participants 2021-12-31 12
Total funding liabilities for active participants 2021-12-31 1,312,814
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 1,319,411
Balance at beginning of prior year after applicable adjustments 2021-12-31 163,912
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 235
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 163,912
Amount remaining of prefunding balance 2021-12-31 235
Present value of excess contributions 2021-12-31 116,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 122,325
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 176,812
Balance of prefunding at beginning of current year 2021-12-31 253
Total employer contributions 2021-12-31 77,243
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 74,516
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 53,637
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 74,516
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 2,082,879
Acturial value of plan assets 2020-12-31 2,082,879
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 6,482
Active participant vested funding target 2020-12-31 1,248,186
Number of active participants 2020-12-31 14
Total funding liabilities for active participants 2020-12-31 1,248,186
Total participant count 2020-12-31 17
Total funding target for all participants 2020-12-31 1,254,668
Balance at beginning of prior year after applicable adjustments 2020-12-31 148,337
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 213
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 148,337
Amount remaining of prefunding balance 2020-12-31 213
Present value of excess contributions 2020-12-31 124,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 131,235
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 163,912
Balance of prefunding at beginning of current year 2020-12-31 235
Total employer contributions 2020-12-31 119,795
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 116,179
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 96,992
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 116,179
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,212,613
Acturial value of plan assets 2019-12-31 2,212,613
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 89,478
Active participant vested funding target 2019-12-31 1,396,547
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 1,396,547
Total participant count 2019-12-31 19
Total funding target for all participants 2019-12-31 1,486,025
Balance at beginning of prior year after applicable adjustments 2019-12-31 150,397
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 216
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 150,397
Amount remaining of prefunding balance 2019-12-31 216
Present value of excess contributions 2019-12-31 101,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 107,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 148,337
Balance of prefunding at beginning of current year 2019-12-31 213
Total employer contributions 2019-12-31 129,002
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 124,559
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 103,969
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 124,559
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 2,429,425
Acturial value of plan assets 2018-12-31 2,429,425
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 98,315
Active participant vested funding target 2018-12-31 1,394,878
Number of active participants 2018-12-31 16
Total funding liabilities for active participants 2018-12-31 1,394,878
Total participant count 2018-12-31 20
Total funding target for all participants 2018-12-31 1,493,193
Balance at beginning of prior year after applicable adjustments 2018-12-31 142,112
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 204
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 142,112
Amount remaining of prefunding balance 2018-12-31 204
Present value of excess contributions 2018-12-31 109,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 115,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 150,397
Balance of prefunding at beginning of current year 2018-12-31 216
Total employer contributions 2018-12-31 104,084
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 101,928
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 71,258
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 101,928
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 2,221,811
Acturial value of plan assets 2017-12-31 2,221,811
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 129,507
Active participant vested funding target 2017-12-31 1,150,206
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 1,150,206
Total participant count 2017-12-31 21
Total funding target for all participants 2017-12-31 1,279,713
Balance at beginning of prior year after applicable adjustments 2017-12-31 135,280
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 194
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 135,280
Amount remaining of prefunding balance 2017-12-31 194
Present value of excess contributions 2017-12-31 758,636
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 804,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 142,112
Balance of prefunding at beginning of current year 2017-12-31 204
Total employer contributions 2017-12-31 111,196
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 109,264
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 75,896
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 109,264
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,524,666
Acturial value of plan assets 2016-12-31 1,524,666
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 149,882
Active participant vested funding target 2016-12-31 1,100,724
Number of active participants 2016-12-31 18
Total funding liabilities for active participants 2016-12-31 1,100,724
Total participant count 2016-12-31 23
Total funding target for all participants 2016-12-31 1,250,606
Balance at beginning of prior year after applicable adjustments 2016-12-31 134,166
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 192
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 134,166
Amount remaining of prefunding balance 2016-12-31 192
Present value of excess contributions 2016-12-31 79,092
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 83,853
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 135,280
Balance of prefunding at beginning of current year 2016-12-31 194
Total employer contributions 2016-12-31 777,209
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 758,636
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 35,949
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 758,636
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	2,375,767
Acturial value of plan assets	2022-12-31	2,375,767
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	361,933
Active participant vested funding target	2022-12-31	1,175,257
Number of active participants	2022-12-31	9
Total funding liabilities for active participants	2022-12-31	1,175,257
Total participant count	2022-12-31	14
Total funding target for all participants	2022-12-31	1,537,190
Balance at beginning of prior year after applicable adjustments	2022-12-31	176,812
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	253
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	176,812
Amount remaining of prefunding balance	2022-12-31	253
Present value of excess contributions	2022-12-31	74,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	78,667
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	189,489
Balance of prefunding at beginning of current year	2022-12-31	271
Total employer contributions	2022-12-31	61,170
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	59,903
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	40,105
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	59,903
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	2,249,466
Acturial value of plan assets	2021-12-31	2,249,466
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	6,597
Active participant vested funding target	2021-12-31	1,312,814
Number of active participants	2021-12-31	12
Total funding liabilities for active participants	2021-12-31	1,312,814
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	1,319,411
Balance at beginning of prior year after applicable adjustments	2021-12-31	163,912
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	235
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	163,912
Amount remaining of prefunding balance	2021-12-31	235
Present value of excess contributions	2021-12-31	116,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	122,325
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	176,812
Balance of prefunding at beginning of current year	2021-12-31	253
Total employer contributions	2021-12-31	77,243
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	74,516
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	53,637
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	74,516
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	2,082,879
Acturial value of plan assets	2020-12-31	2,082,879
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	6,482
Active participant vested funding target	2020-12-31	1,248,186
Number of active participants	2020-12-31	14
Total funding liabilities for active participants	2020-12-31	1,248,186
Total participant count	2020-12-31	17
Total funding target for all participants	2020-12-31	1,254,668
Balance at beginning of prior year after applicable adjustments	2020-12-31	148,337
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	213
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	148,337
Amount remaining of prefunding balance	2020-12-31	213
Present value of excess contributions	2020-12-31	124,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	131,235
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	163,912
Balance of prefunding at beginning of current year	2020-12-31	235
Total employer contributions	2020-12-31	119,795
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	116,179
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	96,992
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	116,179
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,212,613
Acturial value of plan assets	2019-12-31	2,212,613
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	89,478
Active participant vested funding target	2019-12-31	1,396,547
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	1,396,547
Total participant count	2019-12-31	19
Total funding target for all participants	2019-12-31	1,486,025
Balance at beginning of prior year after applicable adjustments	2019-12-31	150,397
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	216
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	150,397
Amount remaining of prefunding balance	2019-12-31	216
Present value of excess contributions	2019-12-31	101,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	107,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	148,337
Balance of prefunding at beginning of current year	2019-12-31	213
Total employer contributions	2019-12-31	129,002
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	124,559
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	103,969
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	124,559
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	2,429,425
Acturial value of plan assets	2018-12-31	2,429,425
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	98,315
Active participant vested funding target	2018-12-31	1,394,878
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	1,394,878
Total participant count	2018-12-31	20
Total funding target for all participants	2018-12-31	1,493,193
Balance at beginning of prior year after applicable adjustments	2018-12-31	142,112
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	204
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	142,112
Amount remaining of prefunding balance	2018-12-31	204
Present value of excess contributions	2018-12-31	109,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	115,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	150,397
Balance of prefunding at beginning of current year	2018-12-31	216
Total employer contributions	2018-12-31	104,084
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	101,928
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	71,258
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	101,928
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	2,221,811
Acturial value of plan assets	2017-12-31	2,221,811
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	129,507
Active participant vested funding target	2017-12-31	1,150,206
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	1,150,206
Total participant count	2017-12-31	21
Total funding target for all participants	2017-12-31	1,279,713
Balance at beginning of prior year after applicable adjustments	2017-12-31	135,280
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	194
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	135,280
Amount remaining of prefunding balance	2017-12-31	194
Present value of excess contributions	2017-12-31	758,636
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	804,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	142,112
Balance of prefunding at beginning of current year	2017-12-31	204
Total employer contributions	2017-12-31	111,196
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	109,264
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	75,896
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	109,264
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MUSKOGEE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,524,666
Acturial value of plan assets	2016-12-31	1,524,666
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	149,882
Active participant vested funding target	2016-12-31	1,100,724
Number of active participants	2016-12-31	18
Total funding liabilities for active participants	2016-12-31	1,100,724
Total participant count	2016-12-31	23
Total funding target for all participants	2016-12-31	1,250,606
Balance at beginning of prior year after applicable adjustments	2016-12-31	134,166
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	192
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	134,166
Amount remaining of prefunding balance	2016-12-31	192
Present value of excess contributions	2016-12-31	79,092
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	83,853
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	135,280
Balance of prefunding at beginning of current year	2016-12-31	194
Total employer contributions	2016-12-31	777,209
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	758,636
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	35,949
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	758,636
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	MUSKOGEE FEDERAL CREDIT UNION
Employer identification number (EIN):	730582454
NAIC Classification:	522130
NAIC Description:	Credit Unions