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FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 401k Plan overview

Plan NameFIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN
Plan identification number 001

FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:FIVEPOINT CREDIT UNION
Employer identification number (EIN):741109889
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMANDA WHITE2024-09-02
0012022-01-01AMANDA WHITE2023-08-22
0012021-01-01AMANDA WHITE2022-08-14
0012020-01-01VICKI KELLEY2021-08-16
0012019-01-01VICKI KELLEY2020-07-22
0012018-01-01
0012017-01-01
0012016-01-01VICKI KELLEY
0012015-01-01VICKI KELLEY
0012014-01-01VICKI KELLEY
0012014-01-01VICKI KELLEY
0012013-01-01VICKI KELLEY
0012012-01-01VICKI KELLEY
0012011-01-01VICKI OUBRE
0012010-01-01ERIK SHAW
0012009-01-01VICKI OUBRE

Plan Statistics for FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN

401k plan membership statisitcs for FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN

Measure Date Value
2023: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01248
Total number of active participants reported on line 7a of the Form 55002023-01-01208
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0130
Total of all active and inactive participants2023-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01238
Number of participants with account balances2023-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01236
Total number of active participants reported on line 7a of the Form 55002022-01-01209
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01245
Number of participants with account balances2022-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01235
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01235
Number of participants with account balances2021-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01238
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01229
Number of participants with account balances2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01234
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01235
Number of participants with account balances2019-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01225
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01232
Number of participants with account balances2018-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01224
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01214
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01217
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01206
Total number of active participants reported on line 7a of the Form 55002015-01-01186
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01168
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01186
Number of participants with account balances2013-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01175
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01185
Number of participants with account balances2012-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01176
Total number of active participants reported on line 7a of the Form 55002011-01-01163
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01176
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01153
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01169
Number of participants with account balances2010-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01162
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01167
Number of participants with account balances2009-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN

Measure Date Value
2023 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$5,030,073
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,583,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,555,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,489,544
Value of total assets at end of year2023-12-31$23,748,878
Value of total assets at beginning of year2023-12-31$21,302,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$27,580
Total interest from all sources2023-12-31$130,462
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$860,781
Participant contributions at end of year2023-12-31$148,101
Participant contributions at beginning of year2023-12-31$130,310
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,446,676
Value of net assets at end of year (total assets less liabilities)2023-12-31$23,748,878
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,302,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$19,259,771
Value of interest in pooled separate accounts at beginning of year2023-12-31$17,265,973
Interest on participant loans2023-12-31$7,376
Interest earned on other investments2023-12-31$123,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,341,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,905,919
Net investment gain/loss from pooled separate accounts2023-12-31$3,410,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$618,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,555,817
Contract administrator fees2023-12-31$27,580
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOEREN MAYHEW
Accountancy firm EIN2023-12-31382492570
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$5,030,073
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,583,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,555,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,489,544
Value of total assets at end of year2023-01-01$23,748,878
Value of total assets at beginning of year2023-01-01$21,302,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$27,580
Total interest from all sources2023-01-01$130,462
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$9,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$860,781
Participant contributions at end of year2023-01-01$148,101
Participant contributions at beginning of year2023-01-01$130,310
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$9,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,446,676
Value of net assets at end of year (total assets less liabilities)2023-01-01$23,748,878
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$21,302,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$19,259,771
Value of interest in pooled separate accounts at beginning of year2023-01-01$17,265,973
Interest on participant loans2023-01-01$7,376
Interest earned on other investments2023-01-01$123,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$4,341,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$3,905,919
Net investment gain/loss from pooled separate accounts2023-01-01$3,410,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$618,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,555,817
Contract administrator fees2023-01-01$27,580
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DOEREN MAYHEW
Accountancy firm EIN2023-01-01382492570
2022 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,706,626
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,449,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,424,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,449,198
Value of total assets at end of year2022-12-31$21,302,202
Value of total assets at beginning of year2022-12-31$25,458,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,401
Total interest from all sources2022-12-31$127,057
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$846,845
Participant contributions at end of year2022-12-31$130,310
Participant contributions at beginning of year2022-12-31$102,228
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,156,075
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,302,202
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,458,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$17,265,973
Value of interest in pooled separate accounts at beginning of year2022-12-31$20,413,447
Interest on participant loans2022-12-31$4,131
Interest earned on other investments2022-12-31$122,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,905,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,942,602
Net investment gain/loss from pooled separate accounts2022-12-31$-4,282,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$597,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,424,048
Contract administrator fees2022-12-31$25,401
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2022-12-31382492570
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,706,626
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,449,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,424,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,449,198
Value of total assets at end of year2022-01-01$21,302,202
Value of total assets at beginning of year2022-01-01$25,458,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$25,401
Total interest from all sources2022-01-01$127,057
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$9,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$846,845
Participant contributions at end of year2022-01-01$130,310
Participant contributions at beginning of year2022-01-01$102,228
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$4,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,156,075
Value of net assets at end of year (total assets less liabilities)2022-01-01$21,302,202
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$25,458,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$17,265,973
Value of interest in pooled separate accounts at beginning of year2022-01-01$20,413,447
Interest on participant loans2022-01-01$4,131
Interest earned on other investments2022-01-01$122,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$3,905,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$4,942,602
Net investment gain/loss from pooled separate accounts2022-01-01$-4,282,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$597,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,424,048
Contract administrator fees2022-01-01$25,401
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DOEREN MAYHEW CPA
Accountancy firm EIN2022-01-01382492570
2021 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,573,753
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,742,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,717,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,429,943
Value of total assets at end of year2021-12-31$25,458,277
Value of total assets at beginning of year2021-12-31$22,626,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,255
Total interest from all sources2021-12-31$141,116
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$8,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$818,090
Participant contributions at end of year2021-12-31$102,228
Participant contributions at beginning of year2021-12-31$97,896
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,831,560
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,458,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,626,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$20,413,447
Value of interest in pooled separate accounts at beginning of year2021-12-31$18,546,878
Interest on participant loans2021-12-31$3,817
Interest earned on other investments2021-12-31$137,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,942,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,981,943
Net investment gain/loss from pooled separate accounts2021-12-31$3,002,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$577,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,717,938
Contract administrator fees2021-12-31$24,255
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2021-12-31382492570
2020 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,563,717
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$987,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$963,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,335,916
Value of total assets at end of year2020-12-31$22,626,717
Value of total assets at beginning of year2020-12-31$19,050,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,547
Total interest from all sources2020-12-31$114,121
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$8,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$766,539
Participant contributions at end of year2020-12-31$97,896
Participant contributions at beginning of year2020-12-31$116,849
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,576,615
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,626,717
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,050,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$18,546,878
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,694,225
Interest on participant loans2020-12-31$5,060
Interest earned on other investments2020-12-31$109,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,981,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,239,028
Net investment gain/loss from pooled separate accounts2020-12-31$3,113,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$532,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$963,555
Contract administrator fees2020-12-31$23,547
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2020-12-31382492570
2019 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$4,672,351
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,161,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,138,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,220,693
Value of total assets at end of year2019-12-31$19,050,102
Value of total assets at beginning of year2019-12-31$16,539,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,158
Total interest from all sources2019-12-31$148,808
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$722,227
Participant contributions at end of year2019-12-31$116,849
Participant contributions at beginning of year2019-12-31$99,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,510,565
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,050,102
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,539,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$15,694,225
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,822,421
Interest on participant loans2019-12-31$5,430
Interest earned on other investments2019-12-31$143,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,239,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,617,362
Net investment gain/loss from pooled separate accounts2019-12-31$3,302,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$498,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,138,628
Contract administrator fees2019-12-31$23,158
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2019-12-31364745545
2018 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$373,807
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$351,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$331,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,194,164
Value of total assets at end of year2018-12-31$16,539,537
Value of total assets at beginning of year2018-12-31$16,517,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,885
Total interest from all sources2018-12-31$150,375
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$669,481
Participant contributions at end of year2018-12-31$99,754
Participant contributions at beginning of year2018-12-31$122,674
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$56,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$22,493
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,539,537
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,517,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$11,822,421
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,059,632
Interest on participant loans2018-12-31$3,912
Interest earned on other investments2018-12-31$146,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,617,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,334,738
Net investment gain/loss from pooled separate accounts2018-12-31$-970,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$468,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$331,429
Contract administrator fees2018-12-31$19,885
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2018-12-31382492570
2017 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,322,045
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$370,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$352,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,057,159
Value of total assets at end of year2017-12-31$16,517,044
Value of total assets at beginning of year2017-12-31$13,565,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,411
Total interest from all sources2017-12-31$138,860
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$615,493
Participant contributions at end of year2017-12-31$122,674
Participant contributions at beginning of year2017-12-31$119,878
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,334,738
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,994,367
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,951,233
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,517,044
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,565,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$12,059,632
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,451,566
Interest on participant loans2017-12-31$4,097
Interest earned on other investments2017-12-31$134,763
Net investment gain/loss from pooled separate accounts2017-12-31$2,126,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$439,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$352,401
Contract administrator fees2017-12-31$18,411
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2017-12-31382492570
2016 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,857,138
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$495,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$475,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,030,866
Value of total assets at end of year2016-12-31$13,565,811
Value of total assets at beginning of year2016-12-31$12,203,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,342
Total interest from all sources2016-12-31$130,358
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$594,454
Participant contributions at end of year2016-12-31$119,878
Participant contributions at beginning of year2016-12-31$137,586
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,994,367
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,603,679
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,362,095
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,565,811
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,203,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$9,451,566
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,462,451
Interest on participant loans2016-12-31$3,654
Interest earned on other investments2016-12-31$126,704
Net investment gain/loss from pooled separate accounts2016-12-31$695,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$418,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$475,701
Contract administrator fees2016-12-31$19,342
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2016-12-31382492570
2015 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$0
Total income from all sources (including contributions)2015-12-31$1,135,899
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$409,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$393,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$955,674
Value of total assets at end of year2015-12-31$12,203,716
Value of total assets at beginning of year2015-12-31$11,477,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,567
Total interest from all sources2015-12-31$119,332
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$537,109
Participant contributions at end of year2015-12-31$137,586
Participant contributions at beginning of year2015-12-31$156,717
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,603,679
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,160,379
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$726,049
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,203,716
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,477,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$8,462,451
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,160,571
Interest on participant loans2015-12-31$4,145
Interest earned on other investments2015-12-31$115,187
Net investment gain/loss from pooled separate accounts2015-12-31$60,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$376,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$393,283
Contract administrator fees2015-12-31$16,567
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2015-12-31382492570
2014 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,479,571
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$271,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$220,931
Expenses. Certain deemed distributions of participant loans2014-12-31$36,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$779,423
Value of total assets at end of year2014-12-31$11,477,667
Value of total assets at beginning of year2014-12-31$10,269,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,755
Total interest from all sources2014-12-31$108,851
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$446,425
Participant contributions at end of year2014-12-31$156,717
Participant contributions at beginning of year2014-12-31$207,790
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,160,379
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,900,404
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,208,519
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,477,667
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,269,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,160,571
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,160,954
Interest on participant loans2014-12-31$5,109
Interest earned on other investments2014-12-31$103,742
Net investment gain/loss from pooled separate accounts2014-12-31$591,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$323,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$220,931
Contract administrator fees2014-12-31$13,755
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2014-12-31382492570
2013 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,389,533
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$284,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$271,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$712,674
Value of total assets at end of year2013-12-31$10,269,148
Value of total assets at beginning of year2013-12-31$8,164,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,305
Total interest from all sources2013-12-31$89,842
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$414,761
Participant contributions at end of year2013-12-31$207,790
Participant contributions at beginning of year2013-12-31$205,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,104,994
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,269,148
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,164,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,160,954
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,586,246
Interest on participant loans2013-12-31$6,115
Interest earned on other investments2013-12-31$83,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,900,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,372,037
Net investment gain/loss from pooled separate accounts2013-12-31$1,587,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$297,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$271,234
Contract administrator fees2013-12-31$13,305
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2013-12-31382492570
2012 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,502,365
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$112,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$99,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$673,267
Value of total assets at end of year2012-12-31$8,164,154
Value of total assets at beginning of year2012-12-31$6,774,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,746
Total interest from all sources2012-12-31$77,515
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$385,186
Participant contributions at end of year2012-12-31$205,871
Participant contributions at beginning of year2012-12-31$226,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,389,398
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,164,154
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,774,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,586,246
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,805,669
Interest on participant loans2012-12-31$7,750
Interest earned on other investments2012-12-31$69,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,372,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,743,028
Net investment gain/loss from pooled separate accounts2012-12-31$751,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$288,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$99,221
Contract administrator fees2012-12-31$13,746
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2012-12-31382492570
2011 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$593,074
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$327,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$315,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$604,623
Value of total assets at end of year2011-12-31$6,774,756
Value of total assets at beginning of year2011-12-31$6,509,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,562
Total interest from all sources2011-12-31$65,268
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$344,491
Participant contributions at end of year2011-12-31$226,059
Participant contributions at beginning of year2011-12-31$229,920
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$265,367
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,774,756
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,509,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,805,669
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,675,922
Interest on participant loans2011-12-31$8,455
Interest earned on other investments2011-12-31$56,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,743,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,603,547
Net investment gain/loss from pooled separate accounts2011-12-31$-76,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$258,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$315,145
Contract administrator fees2011-12-31$12,562
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DOEREN MAYHEW
Accountancy firm EIN2011-12-31382492570
2010 : FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,453,506
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$377,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$365,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$739,620
Value of total assets at end of year2010-12-31$6,509,389
Value of total assets at beginning of year2010-12-31$5,433,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,748
Total interest from all sources2010-12-31$63,248
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$319,194
Participant contributions at end of year2010-12-31$229,920
Participant contributions at beginning of year2010-12-31$155,469
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$178,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,075,714
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,509,389
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,433,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,675,922
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,789,688
Interest on participant loans2010-12-31$7,899
Interest earned on other investments2010-12-31$55,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,603,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,488,518
Net investment gain/loss from pooled separate accounts2010-12-31$650,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$242,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$365,044
Contract administrator fees2010-12-31$12,748
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WATHEN, DESHONG & JUNCKER
Accountancy firm EIN2010-12-31741694817

Form 5500 Responses for FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN

2023: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIVEPOINT CREDIT UNION THRIFT & SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
Insurance contract or identification number502621
Number of Individuals Covered238
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $15,297
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
Insurance contract or identification number502621
Number of Individuals Covered245
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,352
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502621
Policy instance 1

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