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ARIZONA STATE CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameARIZONA STATE CREDIT UNION 401(K) PLAN
Plan identification number 002

ARIZONA STATE CREDIT UNION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ONEAZ CREDIT UNION
Employer identification number (EIN):860108770
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about ONEAZ CREDIT UNION

Jurisdiction of Incorporation: Arizona Corporation Commission
Incorporation Date:
Company Identification Number: 00893813

More information about ONEAZ CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARIZONA STATE CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01MIKE BODEN
0022023-01-01
0022023-01-01TERRY SIMPSON
0022022-01-01
0022022-01-01TERRY SIMPSON
0022021-01-01
0022021-01-01MICHEL EMANUELLI
0022020-01-01
0022019-01-01
0022018-01-01MICHAEL EMANUELLI MICHAEL EMANUELLI2019-07-25
0022017-01-01ROBERT RIVERA ROBERT RIVERA2018-07-26
0022016-01-01ROBERT RIVERA ROBERT RIVERA2017-09-05
0022015-01-01ROBERT RIVERA ROBERT RIVERA2016-07-27
0022014-01-01MICHAEL EMANUELLI MICHAEL EMANUELLI2015-07-27
0022013-01-01YVONNE ROSS YVONNE ROSS2014-10-14
0022012-01-01YVONNE ROSS YVONNE ROSS2013-10-07
0022011-01-01MICHAEL EMANUELLI MICHAEL EMANUELLI2012-10-10
0022009-01-01MICHAEL EMANUELLI MICHAEL EMANUELLI2010-10-13
0022009-01-01MICHAEL EMANUELLI MICHAEL EMANUELLI2010-12-28

Plan Statistics for ARIZONA STATE CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for ARIZONA STATE CREDIT UNION 401(K) PLAN

Measure Date Value
2023: ARIZONA STATE CREDIT UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01747
Total number of active participants reported on line 7a of the Form 55002023-01-01516
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01172
Total of all active and inactive participants2023-01-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01690
Number of participants with account balances2023-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ARIZONA STATE CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01708
Total number of active participants reported on line 7a of the Form 55002022-01-01511
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01182
Total of all active and inactive participants2022-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01697
Number of participants with account balances2022-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ARIZONA STATE CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01716
Total number of active participants reported on line 7a of the Form 55002021-01-01469
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01193
Total of all active and inactive participants2021-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01666
Number of participants with account balances2021-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ARIZONA STATE CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01682
Total number of active participants reported on line 7a of the Form 55002020-01-01476
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01186
Total of all active and inactive participants2020-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01665
Number of participants with account balances2020-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: ARIZONA STATE CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01672
Total number of active participants reported on line 7a of the Form 55002019-01-01455
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01174
Total of all active and inactive participants2019-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01629
Number of participants with account balances2019-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0187
2018: ARIZONA STATE CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01659
Total number of active participants reported on line 7a of the Form 55002018-01-01478
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01161
Total of all active and inactive participants2018-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01639
Number of participants with account balances2018-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0188
2017: ARIZONA STATE CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01653
Total number of active participants reported on line 7a of the Form 55002017-01-01492
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01140
Total of all active and inactive participants2017-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01632
Number of participants with account balances2017-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01110
2016: ARIZONA STATE CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01589
Total number of active participants reported on line 7a of the Form 55002016-01-01496
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01133
Total of all active and inactive participants2016-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01629
Number of participants with account balances2016-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0193
2015: ARIZONA STATE CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01555
Total number of active participants reported on line 7a of the Form 55002015-01-01459
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01114
Total of all active and inactive participants2015-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01574
Number of participants with account balances2015-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0191
2014: ARIZONA STATE CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01555
Total number of active participants reported on line 7a of the Form 55002014-01-01435
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01535
Number of participants with account balances2014-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01101
2013: ARIZONA STATE CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01519
Total number of active participants reported on line 7a of the Form 55002013-01-01430
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01117
Total of all active and inactive participants2013-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01547
Number of participants with account balances2013-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01107
2012: ARIZONA STATE CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01491
Total number of active participants reported on line 7a of the Form 55002012-01-01437
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01500
Number of participants with account balances2012-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0186
2011: ARIZONA STATE CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01461
Total number of active participants reported on line 7a of the Form 55002011-01-01428
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01480
Number of participants with account balances2011-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: ARIZONA STATE CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01472
Total number of active participants reported on line 7a of the Form 55002009-01-01373
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01163
Total of all active and inactive participants2009-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01536
Number of participants with account balances2009-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0198

Financial Data on ARIZONA STATE CREDIT UNION 401(K) PLAN

Measure Date Value
2023 : ARIZONA STATE CREDIT UNION 401(K) 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$14,956,226
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,779,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,691,770
Value of total corrective distributions2023-12-31$436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,399,174
Value of total assets at end of year2023-12-31$48,572,979
Value of total assets at beginning of year2023-12-31$38,396,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$87,157
Total interest from all sources2023-12-31$44,768
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$224,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$224,116
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$3,629,392
Participant contributions at end of year2023-12-31$867,686
Participant contributions at beginning of year2023-12-31$671,230
Participant contributions at end of year2023-12-31$5,892
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,516,962
Other income not declared elsewhere2023-12-31$-7
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$10,176,863
Value of net assets at end of year (total assets less liabilities)2023-12-31$48,572,979
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$38,396,116
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 registered invesment companies (eg mutual funds) at end of year2023-12-31$13,673,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,739,678
Value of interest in pooled separate accounts at end of year2023-12-31$31,608,157
Value of interest in pooled separate accounts at beginning of year2023-12-31$26,351,275
Interest on participant loans2023-12-31$44,768
Value of interest in common/collective trusts at end of year2023-12-31$2,418,021
Value of interest in common/collective trusts at beginning of year2023-12-31$2,633,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,544,095
Net investment gain/loss from pooled separate accounts2023-12-31$4,677,416
Net investment gain or loss from common/collective trusts2023-12-31$66,664
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,252,820
Employer contributions (assets) at end of year2023-12-31$6
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,691,770
Contract administrator fees2023-12-31$87,157
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 plan2023-12-31Disclaimer
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
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$14,956,226
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$4,779,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,691,770
Value of total corrective distributions2023-01-01$436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$8,399,174
Value of total assets at end of year2023-01-01$48,572,979
Value of total assets at beginning of year2023-01-01$38,396,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$87,157
Total interest from all sources2023-01-01$44,768
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$224,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$224,116
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$3,629,392
Participant contributions at end of year2023-01-01$867,686
Participant contributions at beginning of year2023-01-01$671,230
Participant contributions at end of year2023-01-01$5,892
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$2,516,962
Other income not declared elsewhere2023-01-01$-7
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$10,176,863
Value of net assets at end of year (total assets less liabilities)2023-01-01$48,572,979
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$38,396,116
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 registered invesment companies (eg mutual funds) at end of year2023-01-01$13,673,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$8,739,678
Value of interest in pooled separate accounts at end of year2023-01-01$31,608,157
Value of interest in pooled separate accounts at beginning of year2023-01-01$26,351,275
Interest on participant loans2023-01-01$44,768
Value of interest in common/collective trusts at end of year2023-01-01$2,418,021
Value of interest in common/collective trusts at beginning of year2023-01-01$2,633,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,544,095
Net investment gain/loss from pooled separate accounts2023-01-01$4,677,416
Net investment gain or loss from common/collective trusts2023-01-01$66,664
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 contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,252,820
Employer contributions (assets) at end of year2023-01-01$6
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,691,770
Contract administrator fees2023-01-01$87,157
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 plan2023-01-013
Accountancy firm name2023-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : ARIZONA STATE CREDIT UNION 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-2,404,340
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,345,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,268,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,951,635
Value of total assets at end of year2022-12-31$38,396,116
Value of total assets at beginning of year2022-12-31$45,145,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,657
Total interest from all sources2022-12-31$22,862
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$173,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$173,995
Administrative expenses professional fees incurred2022-12-31$31
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$3,107,954
Participant contributions at end of year2022-12-31$671,230
Participant contributions at beginning of year2022-12-31$599,950
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$220,808
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,749,588
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,396,116
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,145,704
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$8,739,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,775,841
Value of interest in pooled separate accounts at end of year2022-12-31$26,351,275
Value of interest in pooled separate accounts at beginning of year2022-12-31$32,676,950
Interest on participant loans2022-12-31$22,862
Value of interest in common/collective trusts at end of year2022-12-31$2,633,933
Value of interest in common/collective trusts at beginning of year2022-12-31$2,092,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,736,125
Net investment gain/loss from pooled separate accounts2022-12-31$-5,860,992
Net investment gain or loss from common/collective trusts2022-12-31$44,285
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$1,622,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,267,925
Contract administrator fees2022-12-31$76,626
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
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$0
Total income from all sources (including contributions)2022-01-01$-2,404,340
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$4,345,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,268,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$4,951,635
Value of total assets at end of year2022-01-01$38,396,116
Value of total assets at beginning of year2022-01-01$45,145,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$76,657
Total interest from all sources2022-01-01$22,862
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$173,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$173,995
Administrative expenses professional fees incurred2022-01-01$31
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$3,107,954
Participant contributions at end of year2022-01-01$671,230
Participant contributions at beginning of year2022-01-01$599,950
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$220,808
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,749,588
Value of net assets at end of year (total assets less liabilities)2022-01-01$38,396,116
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$45,145,704
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 registered invesment companies (eg mutual funds) at end of year2022-01-01$8,739,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$9,775,841
Value of interest in pooled separate accounts at end of year2022-01-01$26,351,275
Value of interest in pooled separate accounts at beginning of year2022-01-01$32,676,950
Interest on participant loans2022-01-01$22,862
Value of interest in common/collective trusts at end of year2022-01-01$2,633,933
Value of interest in common/collective trusts at beginning of year2022-01-01$2,092,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,736,125
Net investment gain/loss from pooled separate accounts2022-01-01$-5,860,992
Net investment gain or loss from common/collective trusts2022-01-01$44,285
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$1,622,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,267,925
Contract administrator fees2022-01-01$76,626
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 plan2022-01-013
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : ARIZONA STATE CREDIT UNION 401(K) 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$9,985,331
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,625,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,543,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,539,792
Value of total assets at end of year2021-12-31$45,145,704
Value of total assets at beginning of year2021-12-31$39,786,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,513
Total interest from all sources2021-12-31$24,167
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$140,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$140,640
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
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$2,711,329
Participant contributions at end of year2021-12-31$599,950
Participant contributions at beginning of year2021-12-31$592,233
Participant contributions at beginning of year2021-12-31$86,431
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$489,193
Other income not declared elsewhere2021-12-31$-9
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$5,359,379
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,145,704
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,786,325
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$9,775,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,251,470
Value of interest in pooled separate accounts at end of year2021-12-31$32,676,950
Value of interest in pooled separate accounts at beginning of year2021-12-31$29,564,953
Interest on participant loans2021-12-31$24,167
Value of interest in common/collective trusts at end of year2021-12-31$2,092,963
Value of interest in common/collective trusts at beginning of year2021-12-31$2,242,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,099,939
Net investment gain/loss from pooled separate accounts2021-12-31$4,148,808
Net investment gain or loss from common/collective trusts2021-12-31$31,994
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$1,339,270
Employer contributions (assets) at beginning of year2021-12-31$48,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,543,439
Contract administrator fees2021-12-31$82,513
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 name2021-12-31CLIFTONLARSONALLEN,LLP
Accountancy firm EIN2021-12-31410746749
2020 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$9,360,229
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,955,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,891,007
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,221,521
Value of total assets at end of year2020-12-31$39,786,325
Value of total assets at beginning of year2020-12-31$34,381,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,848
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$27,654
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$102,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$102,352
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,622,874
Participant contributions at end of year2020-12-31$592,233
Participant contributions at beginning of year2020-12-31$576,726
Participant contributions at end of year2020-12-31$86,431
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$292,797
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,404,374
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,786,325
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,381,951
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,251,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,474,466
Value of interest in pooled separate accounts at end of year2020-12-31$29,564,953
Value of interest in pooled separate accounts at beginning of year2020-12-31$25,623,584
Interest on participant loans2020-12-31$27,654
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,242,312
Value of interest in common/collective trusts at beginning of year2020-12-31$1,707,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$787,741
Net investment gain/loss from pooled separate accounts2020-12-31$4,199,870
Net investment gain or loss from common/collective trusts2020-12-31$21,091
Net gain/loss from 103.12 investment entities2020-12-31$0
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$1,305,850
Employer contributions (assets) at end of year2020-12-31$48,926
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,891,007
Contract administrator fees2020-12-31$64,848
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$9,615,331
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,236,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,145,969
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,624,270
Value of total assets at end of year2019-12-31$34,381,951
Value of total assets at beginning of year2019-12-31$27,003,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,818
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$29,180
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$90,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$90,718
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$2,410,936
Participant contributions at end of year2019-12-31$576,726
Participant contributions at beginning of year2019-12-31$605,025
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$185,322
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,378,544
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,381,951
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,003,407
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,474,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,999,582
Value of interest in pooled separate accounts at end of year2019-12-31$25,623,584
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,592,861
Interest on participant loans2019-12-31$29,180
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,707,175
Value of interest in common/collective trusts at beginning of year2019-12-31$1,805,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$700,646
Net investment gain/loss from pooled separate accounts2019-12-31$5,082,942
Net investment gain or loss from common/collective trusts2019-12-31$87,575
Net gain/loss from 103.12 investment entities2019-12-31$0
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$1,028,012
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,145,969
Contract administrator fees2019-12-31$90,818
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$2,510,727
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,779,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,685,500
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$3,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,245,403
Value of total assets at end of year2018-12-31$27,003,407
Value of total assets at beginning of year2018-12-31$27,271,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$90,535
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$25,259
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$60,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$60,306
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$2,509,248
Participant contributions at end of year2018-12-31$605,025
Participant contributions at beginning of year2018-12-31$571,607
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$695,540
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-268,453
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,003,407
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,271,860
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,999,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,604,277
Value of interest in pooled separate accounts at end of year2018-12-31$21,592,861
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,504,035
Interest on participant loans2018-12-31$25,259
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,805,939
Value of interest in common/collective trusts at beginning of year2018-12-31$1,591,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-315,122
Net investment gain/loss from pooled separate accounts2018-12-31$-1,519,432
Net investment gain or loss from common/collective trusts2018-12-31$14,313
Net gain/loss from 103.12 investment entities2018-12-31$0
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$1,040,615
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,685,500
Contract administrator fees2018-12-31$90,535
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$7,287,779
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,299,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,221,184
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,511,497
Value of total assets at end of year2017-12-31$27,271,860
Value of total assets at beginning of year2017-12-31$21,283,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$78,683
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$16,441
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$44,235
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$2,283,941
Participant contributions at end of year2017-12-31$571,607
Participant contributions at beginning of year2017-12-31$327,084
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$303,052
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$42
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,987,912
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,271,860
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,283,948
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,604,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,998,383
Value of interest in pooled separate accounts at end of year2017-12-31$22,504,035
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,487,289
Interest on participant loans2017-12-31$16,441
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,591,941
Value of interest in common/collective trusts at beginning of year2017-12-31$1,471,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$304,788
Net investment gain/loss from pooled separate accounts2017-12-31$3,388,278
Net investment gain or loss from common/collective trusts2017-12-31$22,540
Net gain/loss from 103.12 investment entities2017-12-31$0
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$924,504
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,221,142
Contract administrator fees2017-12-31$78,683
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2017-12-31410746749
2016 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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$4,745,023
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,769,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,725,740
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$16,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,522,877
Value of total assets at end of year2016-12-31$21,283,948
Value of total assets at beginning of year2016-12-31$18,308,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,793
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$11,477
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$20,620
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$2,121,405
Participant contributions at end of year2016-12-31$327,084
Participant contributions at beginning of year2016-12-31$320,694
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$44
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$515,014
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$473
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,975,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,283,948
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,308,276
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,998,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,623,993
Value of interest in pooled separate accounts at end of year2016-12-31$17,487,289
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,206,460
Interest on participant loans2016-12-31$11,477
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,471,192
Value of interest in common/collective trusts at beginning of year2016-12-31$1,157,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$96,182
Net investment gain/loss from pooled separate accounts2016-12-31$1,078,206
Net investment gain or loss from common/collective trusts2016-12-31$15,188
Net gain/loss from 103.12 investment entities2016-12-31$0
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$886,458
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,725,740
Contract administrator fees2016-12-31$26,793
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$2,591,111
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,693,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,680,878
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,746,897
Value of total assets at end of year2015-12-31$18,308,276
Value of total assets at beginning of year2015-12-31$18,410,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,596
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$10,626
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$26,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$26,621
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,747,191
Participant contributions at end of year2015-12-31$320,694
Participant contributions at beginning of year2015-12-31$337,057
Participant contributions at end of year2015-12-31$44
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$309,762
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-102,363
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,308,276
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,410,639
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,623,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,868,504
Value of interest in pooled separate accounts at end of year2015-12-31$15,206,460
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,083,372
Interest on participant loans2015-12-31$10,626
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,157,084
Value of interest in common/collective trusts at beginning of year2015-12-31$1,120,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,633
Net investment gain/loss from pooled separate accounts2015-12-31$-131,353
Net investment gain or loss from common/collective trusts2015-12-31$3,953
Net gain/loss from 103.12 investment entities2015-12-31$0
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$689,944
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,133
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,680,878
Contract administrator fees2015-12-31$12,596
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$3,406,691
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,439,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,427,319
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,431,937
Value of total assets at end of year2014-12-31$18,410,639
Value of total assets at beginning of year2014-12-31$16,443,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,675
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$11,879
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$27,770
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$1,515,987
Participant contributions at end of year2014-12-31$337,057
Participant contributions at beginning of year2014-12-31$360,901
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$430,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$12
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,967,205
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,410,639
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,443,434
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,868,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,507,458
Value of interest in pooled separate accounts at end of year2014-12-31$15,083,372
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,423,146
Interest on participant loans2014-12-31$11,835
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$44
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$1,120,561
Value of interest in common/collective trusts at beginning of year2014-12-31$1,009,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,942
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,701
Net investment gain/loss from pooled separate accounts2014-12-31$836,499
Net investment gain or loss from common/collective trusts2014-12-31$13,893
Net gain/loss from 103.12 investment entities2014-12-31$0
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$485,869
Employer contributions (assets) at end of year2014-12-31$1,133
Employer contributions (assets) at beginning of year2014-12-31$136,144
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,427,319
Contract administrator fees2014-12-31$11,675
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2014-12-31410746749
2013 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$4,556,327
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,188,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,179,158
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,202,922
Value of total assets at end of year2013-12-31$16,443,434
Value of total assets at beginning of year2013-12-31$13,075,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,019
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$12,619
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,411
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,401,594
Participant contributions at end of year2013-12-31$360,901
Participant contributions at beginning of year2013-12-31$360,106
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$389,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$14,194
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,368,150
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,443,434
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,075,284
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,507,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,030,776
Value of interest in pooled separate accounts at end of year2013-12-31$13,423,146
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,618,009
Interest on participant loans2013-12-31$12,474
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$145
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,009,843
Value of interest in common/collective trusts at beginning of year2013-12-31$931,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,512
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$302,338
Net investment gain/loss from pooled separate accounts2013-12-31$2,020,453
Net investment gain or loss from common/collective trusts2013-12-31$-7,610
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$411,405
Employer contributions (assets) at end of year2013-12-31$136,144
Employer contributions (assets) at beginning of year2013-12-31$113,961
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,179,158
Contract administrator fees2013-12-31$9,019
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$4,026,942
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$850,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$844,994
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,603,675
Value of total assets at end of year2012-12-31$13,075,284
Value of total assets at beginning of year2012-12-31$9,898,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,309
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$9,853
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$13,462
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,256,240
Participant contributions at end of year2012-12-31$360,106
Participant contributions at beginning of year2012-12-31$252,200
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$875,194
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-197
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,176,639
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,075,284
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,898,645
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,030,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,040,394
Value of interest in pooled separate accounts at end of year2012-12-31$10,618,009
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,587,188
Interest on participant loans2012-12-31$9,598
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$255
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$931,920
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,863
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$146,132
Net investment gain/loss from pooled separate accounts2012-12-31$1,230,075
Net investment gain or loss from common/collective trusts2012-12-31$23,942
Net gain/loss from 103.12 investment entities2012-12-31$0
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$472,241
Employer contributions (assets) at end of year2012-12-31$113,961
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$844,994
Contract administrator fees2012-12-31$5,309
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$1,281,547
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$817,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$813,530
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,497,421
Value of total assets at end of year2011-12-31$9,898,645
Value of total assets at beginning of year2011-12-31$9,434,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,262
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$8,371
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$14,911
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$1,104,742
Participant contributions at end of year2011-12-31$252,200
Participant contributions at beginning of year2011-12-31$171,642
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$70,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$162
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$463,755
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,898,645
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,434,890
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,040,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,847,819
Value of interest in pooled separate accounts at end of year2011-12-31$8,587,188
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,401,024
Interest on participant loans2011-12-31$8,036
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$335
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,405
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-51,631
Net investment gain/loss from pooled separate accounts2011-12-31$-187,687
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$322,448
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$813,530
Contract administrator fees2011-12-31$4,262
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2011-12-31370802863
2010 : ARIZONA STATE CREDIT UNION 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$2,357,746
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$784,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$781,021
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,297,805
Value of total assets at end of year2010-12-31$9,434,890
Value of total assets at beginning of year2010-12-31$7,861,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,317
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$6,307
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$27,771
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$969,872
Participant contributions at end of year2010-12-31$171,642
Participant contributions at beginning of year2010-12-31$156,578
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$32
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$152,021
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-42
Administrative expenses (other) incurred2010-12-31$13
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,573,408
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,434,890
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,861,482
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,847,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,174,855
Value of interest in pooled separate accounts at end of year2010-12-31$7,401,024
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,523,021
Interest on participant loans2010-12-31$6,036
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$271
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,996
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$194,868
Net investment gain/loss from pooled separate accounts2010-12-31$831,037
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$175,912
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$781,021
Contract administrator fees2010-12-31$3,304
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31CLIFTON GUNDERSON
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for ARIZONA STATE CREDIT UNION 401(K) PLAN

2023: ARIZONA STATE CREDIT UNION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ARIZONA STATE CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2009: ARIZONA STATE CREDIT UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
Insurance contract or identification number708617
Number of Individuals Covered690
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
Insurance contract or identification number708617
Number of Individuals Covered697
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708617
Policy instance 1

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