401k Plan data: NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN plan

NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN
Plan identification number	001

NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT 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.
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

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

Company Name: PREMIERONE CREDIT UNION

Employer identification number (EIN): 941696676

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about PREMIERONE CREDIT UNION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2728262

More information about PREMIERONE CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 CATHY MCCARTHY 2014-02-28
001 2012-01-01 MARCIA LILLIS
001 2011-01-01 DEBORA KERLEY
001 2010-01-01 MARCIA LILLIS
001 2009-01-01 MARCIA LILLIS MARCIA LILLIS 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	CATHY MCCARTHY	2014-02-28
001	2012-01-01	MARCIA LILLIS
001	2011-01-01	DEBORA KERLEY
001	2010-01-01	MARCIA LILLIS
001	2009-01-01	MARCIA LILLIS		MARCIA LILLIS	2010-10-08

Financial Data on NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN

Measure	Date	Value
2012 : NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$58,539
Total income from all sources	2012-12-31	$313,636
Expenses. Total of all expenses incurred	2012-12-31	$185,125
Benefits paid (including direct rollovers)	2012-12-31	$151,093
Total plan assets at end of year	2012-12-31	$2,084,198
Total plan assets at beginning of year	2012-12-31	$1,897,148
Value of fidelity bond covering the plan	2012-12-31	$4,000,000
Total contributions received or receivable from participants	2012-12-31	$77,972
Other income received	2012-12-31	$181,596
Net income (gross income less expenses)	2012-12-31	$128,511
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,084,198
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,897,148
Assets. Value of participant loans	2012-12-31	$128,601
Total contributions received or receivable from employer(s)	2012-12-31	$54,068
Value of certain deemed distributions of participant loans	2012-12-31	$27,457
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,575
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$97,865
Expenses. Total of all expenses incurred	2011-12-31	$607,315
Benefits paid (including direct rollovers)	2011-12-31	$600,118
Total plan assets at end of year	2011-12-31	$1,897,148
Total plan assets at beginning of year	2011-12-31	$2,406,598
Value of fidelity bond covering the plan	2011-12-31	$4,000,000
Total contributions received or receivable from participants	2011-12-31	$108,111
Contributions received from other sources (not participants or employers)	2011-12-31	$42
Other income received	2011-12-31	$-76,972
Net income (gross income less expenses)	2011-12-31	$-509,450
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,897,148
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,406,598
Assets. Value of participant loans	2011-12-31	$175,082
Total contributions received or receivable from employer(s)	2011-12-31	$66,684
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,197
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$801,327
Expenses. Total of all expenses incurred	2010-12-31	$302,001
Benefits paid (including direct rollovers)	2010-12-31	$292,852
Total plan assets at end of year	2010-12-31	$2,406,598
Total plan assets at beginning of year	2010-12-31	$1,907,272
Value of fidelity bond covering the plan	2010-12-31	$4,000,000
Total contributions received or receivable from participants	2010-12-31	$117,585
Contributions received from other sources (not participants or employers)	2010-12-31	$413,960
Other income received	2010-12-31	$204,034
Net income (gross income less expenses)	2010-12-31	$499,326
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,406,598
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,907,272
Assets. Value of participant loans	2010-12-31	$78,885
Assets. Value of employer securities	2010-12-31	$40,304
Total contributions received or receivable from employer(s)	2010-12-31	$65,748
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN

2012: NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NATIONAL 1ST CREDIT UNION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	445076
Policy instance	1

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Company Name:	PREMIERONE CREDIT UNION
Employer identification number (EIN):	941696676
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2728262