401k Plan data: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN plan

TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 401k Plan overview

Plan Name	TULSA FEDERAL CREDIT UNION SECTION 125 PLAN
Plan identification number	520

TULSA FEDERAL CREDIT UNION SECTION 125 PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

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

Company Name: WESTREET FEDERAL CREDIT UNION

Employer identification number (EIN): 730582491

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULSA FEDERAL CREDIT UNION SECTION 125 PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
520 2010-01-01 SENI MOONEY
520 2009-01-01 SENI MOONEY
520 2008-01-01 SENI MOONEY
520 2007-01-01 SENI MOONEY
520 2006-09-01 SENI MOONEY
520 2004-09-01 SENI MOONEY
520 2002-09-01 SENI MOONEY

Plan id#	Filing Submission Date	Name of Administrator
520	2010-01-01	SENI MOONEY
520	2009-01-01	SENI MOONEY
520	2008-01-01	SENI MOONEY
520	2007-01-01	SENI MOONEY
520	2006-09-01	SENI MOONEY
520	2004-09-01	SENI MOONEY
520	2002-09-01	SENI MOONEY

Plan Statistics for TULSA FEDERAL CREDIT UNION SECTION 125 PLAN

401k plan membership statisitcs for TULSA FEDERAL CREDIT UNION SECTION 125 PLAN

Measure Date Value
2010: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 130
Total of all active and inactive participants 2010-01-01 130
Total participants 2010-01-01 130
2009: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 127
Total of all active and inactive participants 2009-01-01 127
Total participants 2009-01-01 127
2008: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 122
Total of all active and inactive participants 2008-01-01 122
Total participants 2008-01-01 122
2007: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 115
Total of all active and inactive participants 2007-01-01 115
Total participants 2007-01-01 115
2006: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2006 401k membership
Total participants, beginning-of-year 2006-09-01 114
Total number of active participants reported on line 7a of the Form 5500 2006-09-01 113
Total of all active and inactive participants 2006-09-01 113
Total participants 2006-09-01 113
2004: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2004 401k membership
Total participants, beginning-of-year 2004-09-01 123
Total number of active participants reported on line 7a of the Form 5500 2004-09-01 114
Total of all active and inactive participants 2004-09-01 114
Total participants 2004-09-01 114
2002: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2002 401k membership
Total participants, beginning-of-year 2002-09-01 122
Total number of active participants reported on line 7a of the Form 5500 2002-09-01 122
Total of all active and inactive participants 2002-09-01 122
Total participants 2002-09-01 122

Measure	Date	Value
2010: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	130
Total of all active and inactive participants	2010-01-01	130
Total participants	2010-01-01	130
2009: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	127
Total of all active and inactive participants	2009-01-01	127
Total participants	2009-01-01	127
2008: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	122
Total of all active and inactive participants	2008-01-01	122
Total participants	2008-01-01	122
2007: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	115
Total of all active and inactive participants	2007-01-01	115
Total participants	2007-01-01	115
2006: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2006 401k membership
Total participants, beginning-of-year	2006-09-01	114
Total number of active participants reported on line 7a of the Form 5500	2006-09-01	113
Total of all active and inactive participants	2006-09-01	113
Total participants	2006-09-01	113
2004: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2004 401k membership
Total participants, beginning-of-year	2004-09-01	123
Total number of active participants reported on line 7a of the Form 5500	2004-09-01	114
Total of all active and inactive participants	2004-09-01	114
Total participants	2004-09-01	114
2002: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2002 401k membership
Total participants, beginning-of-year	2002-09-01	122
Total number of active participants reported on line 7a of the Form 5500	2002-09-01	122
Total of all active and inactive participants	2002-09-01	122
Total participants	2002-09-01	122

Form 5500 Responses for TULSA FEDERAL CREDIT UNION SECTION 125 PLAN

2010: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: TULSA FEDERAL CREDIT UNION SECTION 125 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2008: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2007: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2006: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2006 form 5500 responses
2006-09-01	Type of plan entity	Single employer plan
2006-09-01	Submission has been amended	No
2006-09-01	This submission is the final filing	No
2006-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2006-09-01	Plan is a collectively bargained plan	No
2006-09-01	Plan funding arrangement – Insurance	Yes
2006-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2006-09-01	Plan benefit arrangement – Insurance	Yes
2006-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2004: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2004 form 5500 responses
2004-09-01	Type of plan entity	Single employer plan
2004-09-01	Submission has been amended	No
2004-09-01	This submission is the final filing	No
2004-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-09-01	Plan is a collectively bargained plan	No
2004-09-01	Plan funding arrangement – Insurance	Yes
2004-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2004-09-01	Plan benefit arrangement – Insurance	Yes
2004-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2002: TULSA FEDERAL CREDIT UNION SECTION 125 PLAN 2002 form 5500 responses
2002-09-01	Type of plan entity	Single employer plan
2002-09-01	First time form 5500 has been submitted	Yes
2002-09-01	Submission has been amended	No
2002-09-01	This submission is the final filing	No
2002-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-09-01	Plan is a collectively bargained plan	No
2002-09-01	Plan funding arrangement – Insurance	Yes
2002-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2002-09-01	Plan benefit arrangement – Insurance	Yes
2002-09-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	WESTREET FEDERAL CREDIT UNION
Employer identification number (EIN):	730582491
NAIC Classification:	522130
NAIC Description:	Credit Unions