COMMUNITY RESOURCE CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN
Measure | Date | Value |
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2022 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,165,107 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $848,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $841,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,136,292 |
Value of total assets at end of year | 2022-12-31 | $13,140,360 |
Value of total assets at beginning of year | 2022-12-31 | $15,153,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,364 |
Total interest from all sources | 2022-12-31 | $96,861 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $614,203 |
Participant contributions at end of year | 2022-12-31 | $280,586 |
Participant contributions at beginning of year | 2022-12-31 | $300,708 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,013,149 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,140,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,153,509 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $9,946,866 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $12,059,915 |
Interest on participant loans | 2022-12-31 | $10,127 |
Interest earned on other investments | 2022-12-31 | $86,734 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,912,908 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,792,886 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,398,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $518,841 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $841,678 |
Contract administrator fees | 2022-12-31 | $6,364 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,045,909 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,514,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,509,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,323,268 |
Value of total assets at end of year | 2021-12-31 | $15,153,509 |
Value of total assets at beginning of year | 2021-12-31 | $13,622,166 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,119 |
Total interest from all sources | 2021-12-31 | $105,731 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $584,279 |
Participant contributions at end of year | 2021-12-31 | $300,708 |
Participant contributions at beginning of year | 2021-12-31 | $363,461 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $304,388 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,531,343 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,153,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,622,166 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $12,059,915 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $9,851,745 |
Interest on participant loans | 2021-12-31 | $12,143 |
Interest earned on other investments | 2021-12-31 | $93,588 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,792,886 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,406,960 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,616,910 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $434,601 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,509,447 |
Contract administrator fees | 2021-12-31 | $5,119 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,777,706 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,007,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,001,240 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $988,772 |
Value of total assets at end of year | 2020-12-31 | $13,622,166 |
Value of total assets at beginning of year | 2020-12-31 | $11,851,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,950 |
Total interest from all sources | 2020-12-31 | $87,722 |
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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $568,790 |
Participant contributions at end of year | 2020-12-31 | $363,461 |
Participant contributions at beginning of year | 2020-12-31 | $312,746 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,668 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,770,516 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,622,166 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,851,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $9,851,745 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $9,266,139 |
Interest on participant loans | 2020-12-31 | $14,010 |
Interest earned on other investments | 2020-12-31 | $73,712 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,406,960 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,272,765 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,701,212 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $418,314 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,001,240 |
Contract administrator fees | 2020-12-31 | $5,950 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,268,805 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $612,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $604,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,284,259 |
Value of total assets at end of year | 2019-12-31 | $11,851,650 |
Value of total assets at beginning of year | 2019-12-31 | $9,195,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,085 |
Total interest from all sources | 2019-12-31 | $86,754 |
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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $531,995 |
Participant contributions at end of year | 2019-12-31 | $312,746 |
Participant contributions at beginning of year | 2019-12-31 | $307,137 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $255,299 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,656,475 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,851,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,195,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $9,266,139 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,339,354 |
Interest on participant loans | 2019-12-31 | $16,079 |
Interest earned on other investments | 2019-12-31 | $70,675 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,272,765 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,548,684 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,897,792 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $496,965 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $604,245 |
Contract administrator fees | 2019-12-31 | $8,085 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410747674 |
2018 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $565,048 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $416,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $411,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $921,724 |
Value of total assets at end of year | 2018-12-31 | $9,195,175 |
Value of total assets at beginning of year | 2018-12-31 | $9,046,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,026 |
Total interest from all sources | 2018-12-31 | $82,451 |
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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $463,956 |
Participant contributions at end of year | 2018-12-31 | $307,137 |
Participant contributions at beginning of year | 2018-12-31 | $294,051 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $108,821 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $148,274 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,195,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,046,901 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $6,339,354 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $6,627,963 |
Interest on participant loans | 2018-12-31 | $13,712 |
Interest earned on other investments | 2018-12-31 | $68,739 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,548,684 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,124,887 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-439,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $348,947 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $411,748 |
Contract administrator fees | 2018-12-31 | $5,026 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410747674 |
2017 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $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 | $2,041,615 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $991,968 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $986,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $809,866 |
Value of total assets at end of year | 2017-12-31 | $9,046,901 |
Value of total assets at beginning of year | 2017-12-31 | $7,997,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,182 |
Total interest from all sources | 2017-12-31 | $78,591 |
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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $449,146 |
Participant contributions at end of year | 2017-12-31 | $294,051 |
Participant contributions at beginning of year | 2017-12-31 | $298,347 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $35,391 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,049,647 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,046,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,997,254 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $6,627,963 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $5,481,971 |
Interest on participant loans | 2017-12-31 | $11,722 |
Interest earned on other investments | 2017-12-31 | $66,869 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,124,887 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,216,936 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,153,158 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $325,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $986,786 |
Contract administrator fees | 2017-12-31 | $5,182 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2017-12-31 | 410747674 |
2016 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,182,252 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $353,423 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $347,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $755,563 |
Value of total assets at end of year | 2016-12-31 | $7,997,254 |
Value of total assets at beginning of year | 2016-12-31 | $7,168,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,806 |
Total interest from all sources | 2016-12-31 | $90,435 |
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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $437,352 |
Participant contributions at end of year | 2016-12-31 | $298,347 |
Participant contributions at beginning of year | 2016-12-31 | $279,253 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $10,543 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $828,829 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,997,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,168,425 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $5,481,971 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $4,614,971 |
Interest on participant loans | 2016-12-31 | $9,009 |
Interest earned on other investments | 2016-12-31 | $81,426 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,216,936 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,274,201 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $336,254 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $307,668 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $347,617 |
Contract administrator fees | 2016-12-31 | $5,806 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2016-12-31 | 382492570 |
2015 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $924,886 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $262,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $257,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $824,697 |
Value of total assets at end of year | 2015-12-31 | $7,168,425 |
Value of total assets at beginning of year | 2015-12-31 | $6,505,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,365 |
Total interest from all sources | 2015-12-31 | $79,655 |
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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $407,560 |
Participant contributions at end of year | 2015-12-31 | $279,253 |
Participant contributions at beginning of year | 2015-12-31 | $267,256 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $136,904 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $662,466 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,168,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,505,959 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $4,614,971 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $4,328,612 |
Interest on participant loans | 2015-12-31 | $8,692 |
Interest earned on other investments | 2015-12-31 | $70,963 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,274,201 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,910,091 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $20,534 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $280,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $257,055 |
Contract administrator fees | 2015-12-31 | $5,365 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2015-12-31 | 382492570 |
2014 : COMMUNITY RESOURCE CREDIT UNION 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $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 | $1,094,785 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $582,041 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $577,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $652,537 |
Value of total assets at end of year | 2014-12-31 | $6,505,959 |
Value of total assets at beginning of year | 2014-12-31 | $5,993,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,555 |
Total interest from all sources | 2014-12-31 | $80,236 |
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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $386,861 |
Participant contributions at end of year | 2014-12-31 | $267,256 |
Participant contributions at beginning of year | 2014-12-31 | $294,159 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,937 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $512,744 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,505,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,993,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $4,328,612 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $3,828,944 |
Interest on participant loans | 2014-12-31 | $9,016 |
Interest earned on other investments | 2014-12-31 | $71,220 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,910,091 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,870,112 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $362,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $261,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $577,486 |
Contract administrator fees | 2014-12-31 | $4,555 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ORTH, CHAKLER, MURNANE & CO., CPAS |
Accountancy firm EIN | 2014-12-31 | 650662923 |