401k Plan data: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN plan

SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN
Plan identification number	001

SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: SCHOOLS FINANCIAL CREDIT UNION

Employer identification number (EIN): 941189841

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about SCHOOLS FINANCIAL CREDIT UNION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2159050

More information about SCHOOLS FINANCIAL CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01 LISA MACKAY 2021-10-12
001 2019-01-01 LISA MACKAY 2020-07-22
001 2018-01-01 LISA MACKAY 2019-07-24
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 LISA MACKAY
001 2013-01-01 LISA MACKAY
001 2012-01-01 DEBBIE SKIPWORTH
001 2011-01-01 DEBBIE SKIPWORTH
001 2009-01-01 DEBBIE SKIPWORTH LISA MACKAY 2010-09-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01	LISA MACKAY	2021-10-12
001	2019-01-01	LISA MACKAY	2020-07-22
001	2018-01-01	LISA MACKAY	2019-07-24
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	LISA MACKAY
001	2013-01-01	LISA MACKAY
001	2012-01-01	DEBBIE SKIPWORTH
001	2011-01-01	DEBBIE SKIPWORTH
001	2009-01-01	DEBBIE SKIPWORTH		LISA MACKAY	2010-09-16

Plan Statistics for SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 262
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 167
Total of all active and inactive participants 2019-01-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 429
Number of participants with account balances 2019-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 48
2018: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 253
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 153
Total of all active and inactive participants 2018-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 406
Number of participants with account balances 2018-01-01 406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 33
2017: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 253
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 144
Total of all active and inactive participants 2017-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 397
Number of participants with account balances 2017-01-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 31
2016: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 217
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 129
Total of all active and inactive participants 2016-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 346
Number of participants with account balances 2016-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 26
2015: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 224
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 115
Total of all active and inactive participants 2015-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 339
Number of participants with account balances 2015-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 23
2014: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 239
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 93
Total of all active and inactive participants 2014-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 332
Number of participants with account balances 2014-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 18
2013: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 239
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 81
Total of all active and inactive participants 2013-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 320
Number of participants with account balances 2013-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11
2012: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 233
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 80
Total of all active and inactive participants 2012-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 313
Number of participants with account balances 2012-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 231
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 89
Total of all active and inactive participants 2011-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 327
Number of participants with account balances 2011-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 250
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 64
Total of all active and inactive participants 2009-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 315
Number of participants with account balances 2009-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2020: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	262
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	167
Total of all active and inactive participants	2019-01-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	429
Number of participants with account balances	2019-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	48
2018: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	253
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	153
Total of all active and inactive participants	2018-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	406
Number of participants with account balances	2018-01-01	406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	33
2017: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	253
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	144
Total of all active and inactive participants	2017-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	397
Number of participants with account balances	2017-01-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	31
2016: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	217
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	129
Total of all active and inactive participants	2016-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	346
Number of participants with account balances	2016-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	26
2015: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	224
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	115
Total of all active and inactive participants	2015-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	339
Number of participants with account balances	2015-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	23
2014: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	239
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	93
Total of all active and inactive participants	2014-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	332
Number of participants with account balances	2014-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	18
2013: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	239
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	81
Total of all active and inactive participants	2013-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	320
Number of participants with account balances	2013-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11
2012: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	233
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	80
Total of all active and inactive participants	2012-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	313
Number of participants with account balances	2012-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	231
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	89
Total of all active and inactive participants	2011-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	327
Number of participants with account balances	2011-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	250
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	64
Total of all active and inactive participants	2009-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	315
Number of participants with account balances	2009-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$-1,605,095
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$34,073,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$33,996,348
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$96
Value of total assets at end of year	2020-12-31	$2,572
Value of total assets at beginning of year	2020-12-31	$35,680,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$76,679
Total interest from all sources	2020-12-31	$581
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$12,620
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$17
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$293,107
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$45,205
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$-55,574
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$2,572
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$-35,678,122
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,572
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$35,680,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$35,286,808
Interest on participant loans	2020-12-31	$581
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-1,550,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$79
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$55,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$33,996,348
Contract administrator fees	2020-12-31	$64,059
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MANN,URRUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2020-12-31	200276349
2019 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$8,757,992
Total loss/gain on sale of assets	2019-12-31	$608,547
Total of all expenses incurred	2019-12-31	$1,718,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,588,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,384,172
Value of total assets at end of year	2019-12-31	$35,680,694
Value of total assets at beginning of year	2019-12-31	$28,640,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$129,929
Total interest from all sources	2019-12-31	$10,235
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$947,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$947,356
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,124,364
Participant contributions at end of year	2019-12-31	$293,107
Participant contributions at beginning of year	2019-12-31	$289,350
Participant contributions at end of year	2019-12-31	$45,205
Participant contributions at beginning of year	2019-12-31	$36,015
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$151,468
Other income not declared elsewhere	2019-12-31	$11,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$7,039,729
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$35,680,694
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,640,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$73,715
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$35,286,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$28,275,443
Interest on participant loans	2019-12-31	$10,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,796,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,108,340
Employer contributions (assets) at end of year	2019-12-31	$55,574
Employer contributions (assets) at beginning of year	2019-12-31	$40,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,588,334
Contract administrator fees	2019-12-31	$56,214
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$9,326,419
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$8,717,872
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MANN,URRUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2019-12-31	200276349
2018 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$406,420
Total loss/gain on sale of assets	2018-12-31	$-209,382
Total of all expenses incurred	2018-12-31	$3,059,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,924,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,137,025
Value of total assets at end of year	2018-12-31	$28,640,965
Value of total assets at beginning of year	2018-12-31	$31,294,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$135,915
Total interest from all sources	2018-12-31	$13,838
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$839,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$839,381
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,048,253
Participant contributions at end of year	2018-12-31	$289,350
Participant contributions at beginning of year	2018-12-31	$338,143
Participant contributions at end of year	2018-12-31	$36,015
Participant contributions at beginning of year	2018-12-31	$30,864
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$53,084
Other income not declared elsewhere	2018-12-31	$45,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-2,653,572
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,640,965
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$31,294,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$73,181
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$28,275,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$30,889,430
Interest on participant loans	2018-12-31	$13,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,419,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,035,688
Employer contributions (assets) at end of year	2018-12-31	$40,157
Employer contributions (assets) at beginning of year	2018-12-31	$36,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,924,077
Contract administrator fees	2018-12-31	$62,734
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$8,536,465
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$8,745,847
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MANN,URRUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2018-12-31	200276349
2017 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,746,120
Total loss/gain on sale of assets	2017-12-31	$649,025
Total of all expenses incurred	2017-12-31	$3,071,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,929,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,142,570
Value of total assets at end of year	2017-12-31	$31,294,537
Value of total assets at beginning of year	2017-12-31	$27,619,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$141,191
Total interest from all sources	2017-12-31	$15,306
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$737,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$737,142
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$991,528
Participant contributions at end of year	2017-12-31	$338,143
Participant contributions at beginning of year	2017-12-31	$361,372
Participant contributions at end of year	2017-12-31	$30,864
Participant contributions at beginning of year	2017-12-31	$29,332
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$119,208
Other income not declared elsewhere	2017-12-31	$26,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$3,675,118
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$31,294,537
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$27,619,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$83,871
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$30,889,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$27,194,763
Interest on participant loans	2017-12-31	$15,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,175,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,031,834
Employer contributions (assets) at end of year	2017-12-31	$36,100
Employer contributions (assets) at beginning of year	2017-12-31	$33,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,929,811
Contract administrator fees	2017-12-31	$57,320
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$10,067,893
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$9,418,868
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MANN,URRUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2017-12-31	200276349
2016 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,278,300
Total loss/gain on sale of assets	2016-12-31	$934,428
Total of all expenses incurred	2016-12-31	$3,186,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,052,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,822,347
Value of total assets at end of year	2016-12-31	$27,619,419
Value of total assets at beginning of year	2016-12-31	$26,527,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$134,201
Total interest from all sources	2016-12-31	$13,513
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$741,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$741,920
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$885,249
Participant contributions at end of year	2016-12-31	$361,372
Participant contributions at beginning of year	2016-12-31	$332,704
Participant contributions at end of year	2016-12-31	$29,332
Participant contributions at beginning of year	2016-12-31	$28,939
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$474
Other income not declared elsewhere	2016-12-31	$12,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$1,091,932
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$27,619,419
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$26,527,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$81,757
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$27,194,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$26,140,916
Interest on participant loans	2016-12-31	$13,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$753,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$936,624
Employer contributions (assets) at end of year	2016-12-31	$33,952
Employer contributions (assets) at beginning of year	2016-12-31	$24,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,052,167
Contract administrator fees	2016-12-31	$52,444
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$18,424,819
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$17,490,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MANN,URRUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2016-12-31	200276349
2015 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,437,938
Total loss/gain on sale of assets	2015-12-31	$-227,746
Total of all expenses incurred	2015-12-31	$2,262,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,124,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,879,612
Value of total assets at end of year	2015-12-31	$26,527,487
Value of total assets at beginning of year	2015-12-31	$27,351,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$137,847
Total interest from all sources	2015-12-31	$16,920
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$910,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$910,714
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$876,532
Participant contributions at end of year	2015-12-31	$332,704
Participant contributions at beginning of year	2015-12-31	$373,728
Participant contributions at end of year	2015-12-31	$28,939
Participant contributions at beginning of year	2015-12-31	$29,411
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$79,277
Other income not declared elsewhere	2015-12-31	$8,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-824,233
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$26,527,487
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$27,351,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$84,011
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$26,140,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$26,915,510
Interest on participant loans	2015-12-31	$16,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,149,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$923,803
Employer contributions (assets) at end of year	2015-12-31	$24,928
Employer contributions (assets) at beginning of year	2015-12-31	$33,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,124,324
Contract administrator fees	2015-12-31	$53,836
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$-227,746
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MANN,URRUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2015-12-31	200276349
2014 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,408,132
Total loss/gain on sale of assets	2014-12-31	$493,487
Total of all expenses incurred	2014-12-31	$1,402,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,266,116
Value of total corrective distributions	2014-12-31	$1,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,793,069
Value of total assets at end of year	2014-12-31	$27,351,720
Value of total assets at beginning of year	2014-12-31	$25,345,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$134,889
Total interest from all sources	2014-12-31	$16,164
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$615,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$615,792
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$870,870
Participant contributions at end of year	2014-12-31	$373,728
Participant contributions at beginning of year	2014-12-31	$324,542
Participant contributions at end of year	2014-12-31	$29,411
Participant contributions at beginning of year	2014-12-31	$28,578
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$24,504
Other income not declared elsewhere	2014-12-31	$6,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$2,005,820
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$27,351,720
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,345,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$83,599
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$26,915,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$24,980,178
Interest on participant loans	2014-12-31	$16,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$482,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$897,695
Employer contributions (assets) at end of year	2014-12-31	$33,071
Employer contributions (assets) at beginning of year	2014-12-31	$12,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,266,116
Contract administrator fees	2014-12-31	$51,290
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$14,474,131
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$13,980,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MANN,URRUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2014-12-31	200276349
2013 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$5,548,344
Total loss/gain on sale of assets	2013-12-31	$1,117,027
Total of all expenses incurred	2013-12-31	$763,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$631,516
Value of total corrective distributions	2013-12-31	$16,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,663,134
Value of total assets at end of year	2013-12-31	$25,345,900
Value of total assets at beginning of year	2013-12-31	$20,560,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$114,713
Total interest from all sources	2013-12-31	$15,628
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$545,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$545,879
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$783,880
Participant contributions at end of year	2013-12-31	$324,542
Participant contributions at beginning of year	2013-12-31	$306,427
Participant contributions at end of year	2013-12-31	$28,578
Participant contributions at beginning of year	2013-12-31	$25,862
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$41,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$4,785,168
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,345,900
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,560,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$79,380
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$24,980,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,195,376
Interest on participant loans	2013-12-31	$15,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,206,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$838,245
Employer contributions (assets) at end of year	2013-12-31	$12,602
Employer contributions (assets) at beginning of year	2013-12-31	$33,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$631,516
Contract administrator fees	2013-12-31	$35,333
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$14,546,552
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$13,429,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MANN,URUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2013-12-31	200276349
2012 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$3,628,143
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,118,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$998,230
Value of total corrective distributions	2012-12-31	$2,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,126,048
Value of total assets at end of year	2012-12-31	$20,560,732
Value of total assets at beginning of year	2012-12-31	$18,050,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$117,712
Total interest from all sources	2012-12-31	$14,963
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$464,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$464,406
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$704,099
Participant contributions at end of year	2012-12-31	$306,427
Participant contributions at beginning of year	2012-12-31	$360,999
Participant contributions at end of year	2012-12-31	$25,862
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$549
Other income not declared elsewhere	2012-12-31	$-896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,510,113
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,560,732
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$18,050,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$92,443
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$20,195,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,689,620
Interest on participant loans	2012-12-31	$14,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,023,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$421,400
Employer contributions (assets) at end of year	2012-12-31	$33,067
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$998,230
Contract administrator fees	2012-12-31	$25,269
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MANN,URUTIA,NELSON CPAS&ASSOC LLP
Accountancy firm EIN	2012-12-31	200276349
2011 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$-36,772
Total loss/gain on sale of assets	2011-12-31	$-607,978
Total of all expenses incurred	2011-12-31	$1,802,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,684,901
Value of total corrective distributions	2011-12-31	$11,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$661,309
Value of total assets at end of year	2011-12-31	$18,050,619
Value of total assets at beginning of year	2011-12-31	$19,889,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$105,833
Total interest from all sources	2011-12-31	$19,155
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$328,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$328,468
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$653,989
Participant contributions at end of year	2011-12-31	$360,999
Participant contributions at beginning of year	2011-12-31	$332,595
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$23,453
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$7,320
Other income not declared elsewhere	2011-12-31	$-54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,839,312
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$18,050,619
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,889,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$74,956
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,689,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$19,533,883
Interest on participant loans	2011-12-31	$19,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-437,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,684,901
Contract administrator fees	2011-12-31	$30,877
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$12,022,643
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$12,630,621
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MANN, URUTIA, NELSON CPAS
Accountancy firm EIN	2011-12-31	200276349
2010 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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	$3,066,513
Total loss/gain on sale of assets	2010-12-31	$-74,022
Total of all expenses incurred	2010-12-31	$1,459,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,329,076
Value of total corrective distributions	2010-12-31	$4,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$702,081
Value of total assets at end of year	2010-12-31	$19,889,931
Value of total assets at beginning of year	2010-12-31	$18,283,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$126,562
Total interest from all sources	2010-12-31	$17,282
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$384,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$384,848
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$680,338
Participant contributions at end of year	2010-12-31	$332,595
Participant contributions at beginning of year	2010-12-31	$257,951
Participant contributions at end of year	2010-12-31	$23,453
Participant contributions at beginning of year	2010-12-31	$24,745
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$21,743
Other income not declared elsewhere	2010-12-31	$654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,606,646
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,889,931
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,283,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$96,680
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$19,533,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$18,000,589
Interest on participant loans	2010-12-31	$17,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,035,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,329,076
Contract administrator fees	2010-12-31	$29,882
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$8,577,391
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$8,651,413
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MANN, URUTIA, NELSON CPAS
Accountancy firm EIN	2010-12-31	200276349
2009 : SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN

2020: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SCHOOLS FINANICAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SCHOOLS FINANCIAL CREDIT UNION
Employer identification number (EIN):	941189841
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2159050