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

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

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

KEYPOINT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: KEYPOINT CREDIT UNION

Employer identification number (EIN): 942600376

NAIC Classification: 522190
NAIC Description: Other Depository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEYPOINT 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 2024-01-01 LEEANNE GIBLIN
001 2024-01-01 LEEANNE GIBLIN
001 2023-01-01
001 2023-01-01 LEEANNE GIBLIN
001 2023-01-01 LEEANNE GIBLIN
001 2022-01-01
001 2022-01-01 LEEANNE GIBLIN
001 2021-01-01
001 2021-01-01 LEEANNE GIBLIN
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01 LEEANNE GIBLIN
001 2016-01-01 LEEANNE GIBLIN LEEANNE GIBLIN 2017-06-12
001 2015-01-01 LEE ANNE GIBLIN LEE ANNE GIBLIN 2016-10-03
001 2014-01-01 LEE ANNE GIBLIN LEE ANNE GIBLIN 2015-07-16
001 2013-01-01 LEEANNE GIBLIN LEEANNE GIBLIN 2014-07-25
001 2012-01-01 SUZANNE CARLISLE SUZANNE CARLISLE 2013-07-05
001 2011-01-01 SUZANNE CARLISLE SUZANNE CARLISLE 2012-07-03
001 2009-01-01 SUZANNE CARLISLE SUZANNE CARLISLE 2010-07-15
001 2009-01-01 SUZANNE CARLISLE SUZANNE CARLISLE 2010-07-15
001 2009-01-01 SUZANNE CARLISLE SUZANNE CARLISLE 2010-07-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	LEEANNE GIBLIN
001	2024-01-01	LEEANNE GIBLIN
001	2023-01-01
001	2023-01-01	LEEANNE GIBLIN
001	2023-01-01	LEEANNE GIBLIN
001	2022-01-01
001	2022-01-01	LEEANNE GIBLIN
001	2021-01-01
001	2021-01-01	LEEANNE GIBLIN
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2017-01-01	LEEANNE GIBLIN
001	2016-01-01	LEEANNE GIBLIN	LEEANNE GIBLIN	2017-06-12
001	2015-01-01	LEE ANNE GIBLIN	LEE ANNE GIBLIN	2016-10-03
001	2014-01-01	LEE ANNE GIBLIN	LEE ANNE GIBLIN	2015-07-16
001	2013-01-01	LEEANNE GIBLIN	LEEANNE GIBLIN	2014-07-25
001	2012-01-01	SUZANNE CARLISLE	SUZANNE CARLISLE	2013-07-05
001	2011-01-01	SUZANNE CARLISLE	SUZANNE CARLISLE	2012-07-03
001	2009-01-01	SUZANNE CARLISLE	SUZANNE CARLISLE	2010-07-15
001	2009-01-01	SUZANNE CARLISLE	SUZANNE CARLISLE	2010-07-15
001	2009-01-01	SUZANNE CARLISLE	SUZANNE CARLISLE	2010-07-15

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

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

Measure Date Value
2023: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 176
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 89
Total of all active and inactive participants 2023-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 268
Number of participants with account balances 2023-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 180
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 92
Total of all active and inactive participants 2022-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 275
Number of participants with account balances 2022-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 181
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 86
Total of all active and inactive participants 2021-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 270
Number of participants with account balances 2021-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 175
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 105
Total of all active and inactive participants 2020-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 289
Number of participants with account balances 2020-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 176
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 99
Total of all active and inactive participants 2019-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 283
Number of participants with account balances 2019-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 183
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 92
Total of all active and inactive participants 2017-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 278
Number of participants with account balances 2017-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 180
Number of retired or separated participants receiving benefits 2016-01-01 13
Number of other retired or separated participants entitled to future benefits 2016-01-01 86
Total of all active and inactive participants 2016-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 279
Number of participants with account balances 2016-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 174
Number of other retired or separated participants entitled to future benefits 2015-01-01 101
Total of all active and inactive participants 2015-01-01 275
Total participants 2015-01-01 275
Number of participants with account balances 2015-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 157
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 76
Total of all active and inactive participants 2014-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 237
Number of participants with account balances 2014-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 151
Number of other retired or separated participants entitled to future benefits 2013-01-01 70
Total of all active and inactive participants 2013-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 221
Number of participants with account balances 2013-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 149
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 96
Total of all active and inactive participants 2012-01-01 245
Total participants 2012-01-01 245
Number of participants with account balances 2012-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 180
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 70
Total of all active and inactive participants 2011-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 250
Number of participants with account balances 2011-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 15
2009: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 199
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 73
Total of all active and inactive participants 2009-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 272
Number of participants with account balances 2009-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2023: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	176
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	89
Total of all active and inactive participants	2023-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	268
Number of participants with account balances	2023-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	180
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	92
Total of all active and inactive participants	2022-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	275
Number of participants with account balances	2022-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	181
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	86
Total of all active and inactive participants	2021-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	270
Number of participants with account balances	2021-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	175
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	105
Total of all active and inactive participants	2020-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	289
Number of participants with account balances	2020-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	176
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	99
Total of all active and inactive participants	2019-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	283
Number of participants with account balances	2019-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	183
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	92
Total of all active and inactive participants	2017-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	278
Number of participants with account balances	2017-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	180
Number of retired or separated participants receiving benefits	2016-01-01	13
Number of other retired or separated participants entitled to future benefits	2016-01-01	86
Total of all active and inactive participants	2016-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	279
Number of participants with account balances	2016-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	174
Number of other retired or separated participants entitled to future benefits	2015-01-01	101
Total of all active and inactive participants	2015-01-01	275
Total participants	2015-01-01	275
Number of participants with account balances	2015-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	157
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	76
Total of all active and inactive participants	2014-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	237
Number of participants with account balances	2014-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	151
Number of other retired or separated participants entitled to future benefits	2013-01-01	70
Total of all active and inactive participants	2013-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	221
Number of participants with account balances	2013-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	149
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	96
Total of all active and inactive participants	2012-01-01	245
Total participants	2012-01-01	245
Number of participants with account balances	2012-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	180
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	70
Total of all active and inactive participants	2011-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	250
Number of participants with account balances	2011-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	15
2009: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	199
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	73
Total of all active and inactive participants	2009-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	272
Number of participants with account balances	2009-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

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

Measure	Date	Value
2023 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$123,909
Total unrealized appreciation/depreciation of assets	2023-12-31	$123,909
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$9,317,770
Total loss/gain on sale of assets	2023-12-31	$50,873
Total of all expenses incurred	2023-12-31	$2,163,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,080,217
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,403,653
Value of total assets at end of year	2023-12-31	$42,137,539
Value of total assets at beginning of year	2023-12-31	$34,982,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$82,987
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$179,606
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$946,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$942,197
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$1
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,482,904
Participant contributions at end of year	2023-12-31	$522,131
Participant contributions at beginning of year	2023-12-31	$411,910
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$-4,813
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$6,264
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$288,796
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$1,507
Total non interest bearing cash at beginning of year	2023-12-31	$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$7,154,566
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$42,137,539
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$34,982,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$54,180
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$37,908,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$31,523,958
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$34,090
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$3,174,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$2,726,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$2,726,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$145,516
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$5,613,103
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$631,953
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$4,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,080,217
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$536,133
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$313,768
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$457,557
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$406,684
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MILLER KAPLANARASE LLP
Accountancy firm EIN	2023-12-31	952036250
Unrealized appreciation/depreciation of real estate assets	2023-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$123,909
Total unrealized appreciation/depreciation of assets	2023-01-01	$123,909
Total transfer of assets to this plan	2023-01-01	$0
Total transfer of assets from this plan	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$9,317,770
Total loss/gain on sale of assets	2023-01-01	$50,873
Total of all expenses incurred	2023-01-01	$2,163,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$2,080,217
Expenses. Certain deemed distributions of participant loans	2023-01-01	$0
Value of total corrective distributions	2023-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$2,403,653
Value of total assets at end of year	2023-01-01	$42,137,539
Value of total assets at beginning of year	2023-01-01	$34,982,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$82,987
Total income from rents	2023-01-01	$0
Total interest from all sources	2023-01-01	$179,606
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$946,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$942,197
Assets. Real estate other than employer real property at end of year	2023-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$1
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$9,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,482,904
Participant contributions at end of year	2023-01-01	$522,131
Participant contributions at beginning of year	2023-01-01	$411,910
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$-4,813
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$6,264
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$288,796
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$0
Assets. Loans (other than to participants) at end of year	2023-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$0
Other income not declared elsewhere	2023-01-01	$0
Administrative expenses (other) incurred	2023-01-01	$0
Liabilities. Value of operating payables at end of year	2023-01-01	$0
Liabilities. Value of operating payables at beginning of year	2023-01-01	$0
Total non interest bearing cash at end of year	2023-01-01	$1,507
Total non interest bearing cash at beginning of year	2023-01-01	$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Income. Non cash contributions	2023-01-01	$0
Value of net income/loss	2023-01-01	$7,154,566
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$42,137,539
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$34,982,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Assets. partnership/joint venture interests at end of year	2023-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2023-01-01	$0
Investment advisory and management fees	2023-01-01	$54,180
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$37,908,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$31,523,958
Value of interest in pooled separate accounts at end of year	2023-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$0
Interest on participant loans	2023-01-01	$34,090
Income. Interest from loans (other than to participants)	2023-01-01	$0
Interest earned on other investments	2023-01-01	$0
Income. Interest from US Government securities	2023-01-01	$0
Income. Interest from corporate debt instruments	2023-01-01	$0
Value of interest in master investment trust accounts at end of year	2023-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$0
Value of interest in common/collective trusts at beginning of year	2023-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$3,174,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$145,516
Assets. Value of investments in 103.12 investment entities at end of year	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-01-01	$0
Asset value of US Government securities at end of year	2023-01-01	$0
Asset value of US Government securities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$5,613,103
Net investment gain/loss from pooled separate accounts	2023-01-01	$0
Net investment gain or loss from common/collective trusts	2023-01-01	$0
Net gain/loss from 103.12 investment entities	2023-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$0
Assets. Invements in employer securities at beginning of year	2023-01-01	$0
Assets. Value of employer real property at end of year	2023-01-01	$0
Assets. Value of employer real property at beginning of year	2023-01-01	$0
Contributions received in cash from employer	2023-01-01	$631,953
Employer contributions (assets) at end of year	2023-01-01	$0
Employer contributions (assets) at beginning of year	2023-01-01	$0
Income. Dividends from preferred stock	2023-01-01	$0
Income. Dividends from common stock	2023-01-01	$4,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$2,080,217
Asset. Corporate debt instrument preferred debt at end of year	2023-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$0
Contract administrator fees	2023-01-01	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$536,133
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$313,768
Liabilities. Value of benefit claims payable at end of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-01-01	$0
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$457,557
Aggregate carrying amount (costs) on sale of assets	2023-01-01	$406,684
Liabilities. Value of acquisition indebtedness at end of year	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-01-01	$0
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	MILLER KAPLANARASE LLP
Accountancy firm EIN	2023-01-01	952036250
2022 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-257,738
Total unrealized appreciation/depreciation of assets	2022-12-31	$-257,738
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,143,184
Total loss/gain on sale of assets	2022-12-31	$6,563
Total of all expenses incurred	2022-12-31	$1,740,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,652,339
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,233,182
Value of total assets at end of year	2022-12-31	$34,982,973
Value of total assets at beginning of year	2022-12-31	$42,866,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$88,008
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$71,276
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,101,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,099,866
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$1
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,478,772
Participant contributions at end of year	2022-12-31	$411,910
Participant contributions at beginning of year	2022-12-31	$465,073
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$6,264
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$147,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$8
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$88,008
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$252
Total non interest bearing cash at beginning of year	2022-12-31	$741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-7,883,531
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,982,973
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$42,866,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$31,523,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$39,214,402
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$27,761
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,726,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,827,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,827,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$43,515
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,298,288
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$606,425
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$1,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,652,339
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$313,768
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$359,110
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$368,776
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$362,213
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MILLER KAPLANARASE LLP
Accountancy firm EIN	2022-12-31	952036250
Unrealized appreciation/depreciation of real estate assets	2022-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$-257,738
Total unrealized appreciation/depreciation of assets	2022-01-01	$-257,738
Total transfer of assets to this plan	2022-01-01	$0
Total transfer of assets from this plan	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$8
Total income from all sources (including contributions)	2022-01-01	$-6,143,184
Total loss/gain on sale of assets	2022-01-01	$6,563
Total of all expenses incurred	2022-01-01	$1,740,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,652,339
Expenses. Certain deemed distributions of participant loans	2022-01-01	$0
Value of total corrective distributions	2022-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$2,233,182
Value of total assets at end of year	2022-01-01	$34,982,973
Value of total assets at beginning of year	2022-01-01	$42,866,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$88,008
Total income from rents	2022-01-01	$0
Total interest from all sources	2022-01-01	$71,276
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$1,101,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$1,099,866
Assets. Real estate other than employer real property at end of year	2022-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2022-01-01	$0
Administrative expenses professional fees incurred	2022-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-01-01	$1
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-01-01	$0
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$9,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,478,772
Participant contributions at end of year	2022-01-01	$411,910
Participant contributions at beginning of year	2022-01-01	$465,073
Participant contributions at end of year	2022-01-01	$0
Participant contributions at beginning of year	2022-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$6,264
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$147,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$0
Assets. Loans (other than to participants) at end of year	2022-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2022-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$8
Other income not declared elsewhere	2022-01-01	$0
Administrative expenses (other) incurred	2022-01-01	$88,008
Liabilities. Value of operating payables at end of year	2022-01-01	$0
Liabilities. Value of operating payables at beginning of year	2022-01-01	$0
Total non interest bearing cash at end of year	2022-01-01	$252
Total non interest bearing cash at beginning of year	2022-01-01	$741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Income. Non cash contributions	2022-01-01	$0
Value of net income/loss	2022-01-01	$-7,883,531
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$34,982,973
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$42,866,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Assets. partnership/joint venture interests at end of year	2022-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2022-01-01	$0
Investment advisory and management fees	2022-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$31,523,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$39,214,402
Value of interest in pooled separate accounts at end of year	2022-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$0
Interest on participant loans	2022-01-01	$27,761
Income. Interest from loans (other than to participants)	2022-01-01	$0
Interest earned on other investments	2022-01-01	$0
Income. Interest from US Government securities	2022-01-01	$0
Income. Interest from corporate debt instruments	2022-01-01	$0
Value of interest in master investment trust accounts at end of year	2022-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2022-01-01	$0
Value of interest in common/collective trusts at end of year	2022-01-01	$0
Value of interest in common/collective trusts at beginning of year	2022-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$2,726,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$43,515
Assets. Value of investments in 103.12 investment entities at end of year	2022-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-01-01	$0
Asset value of US Government securities at end of year	2022-01-01	$0
Asset value of US Government securities at beginning of year	2022-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-9,298,288
Net investment gain/loss from pooled separate accounts	2022-01-01	$0
Net investment gain or loss from common/collective trusts	2022-01-01	$0
Net gain/loss from 103.12 investment entities	2022-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Assets. Invements in employer securities at end of year	2022-01-01	$0
Assets. Invements in employer securities at beginning of year	2022-01-01	$0
Assets. Value of employer real property at end of year	2022-01-01	$0
Assets. Value of employer real property at beginning of year	2022-01-01	$0
Contributions received in cash from employer	2022-01-01	$606,425
Employer contributions (assets) at end of year	2022-01-01	$0
Employer contributions (assets) at beginning of year	2022-01-01	$0
Income. Dividends from preferred stock	2022-01-01	$0
Income. Dividends from common stock	2022-01-01	$1,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,652,339
Asset. Corporate debt instrument preferred debt at end of year	2022-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-01-01	$0
Contract administrator fees	2022-01-01	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-01-01	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-01-01	$313,768
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$359,110
Liabilities. Value of benefit claims payable at end of year	2022-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-01-01	$0
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$368,776
Aggregate carrying amount (costs) on sale of assets	2022-01-01	$362,213
Liabilities. Value of acquisition indebtedness at end of year	2022-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-01-01	$0
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	MILLER KAPLANARASE LLP
Accountancy firm EIN	2022-01-01	952036250
2021 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$12,056
Total unrealized appreciation/depreciation of assets	2021-12-31	$12,056
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$7,096,848
Total loss/gain on sale of assets	2021-12-31	$10,841
Total of all expenses incurred	2021-12-31	$3,003,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,917,378
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,607,431
Value of total assets at end of year	2021-12-31	$42,866,512
Value of total assets at beginning of year	2021-12-31	$38,772,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$85,747
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$30,179
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,343,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,342,635
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,417,662
Participant contributions at end of year	2021-12-31	$465,073
Participant contributions at beginning of year	2021-12-31	$446,568
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$545,788
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$-3,511
Administrative expenses (other) incurred	2021-12-31	$85,747
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$741
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$4,093,723
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$42,866,504
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$38,772,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$39,214,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$34,789,344
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$30,161
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,827,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,536,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,536,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$18
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,096,699
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$643,981
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,917,378
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$359,110
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$177,449
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$166,608
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MILLER KAPLANARASE LLP
Accountancy firm EIN	2021-12-31	952036250
2020 : KEYPOINT 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
Total income from all sources (including contributions)	2020-12-31	$8,712,465
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$931,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$850,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,347,826
Value of total assets at end of year	2020-12-31	$38,772,781
Value of total assets at beginning of year	2020-12-31	$30,991,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$81,379
Total interest from all sources	2020-12-31	$33,590
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,320,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,320,587
Administrative expenses professional fees incurred	2020-12-31	$15,184
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,390,308
Participant contributions at end of year	2020-12-31	$446,568
Participant contributions at beginning of year	2020-12-31	$464,702
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$295,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,780,870
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$38,772,781
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,991,911
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	$45,551
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$34,789,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$27,525,683
Interest on participant loans	2020-12-31	$33,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,536,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,001,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,001,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,010,462
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	$662,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$850,216
Contract administrator fees	2020-12-31	$20,644
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2020-12-31	952036250
2019 : KEYPOINT 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	$8,358,485
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,821,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,739,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,453,400
Value of total assets at end of year	2019-12-31	$30,991,911
Value of total assets at beginning of year	2019-12-31	$25,454,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$82,538
Total interest from all sources	2019-12-31	$20,919
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,264,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,264,730
Administrative expenses professional fees incurred	2019-12-31	$14,041
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,293,108
Participant contributions at end of year	2019-12-31	$464,702
Participant contributions at beginning of year	2019-12-31	$317,278
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$582,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,536,925
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,991,911
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$25,454,986
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	$42,124
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$27,525,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,831,706
Interest on participant loans	2019-12-31	$20,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,001,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,306,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,306,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,619,436
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	$577,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,739,022
Contract administrator fees	2019-12-31	$26,373
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2019-12-31	952036250
2018 : KEYPOINT 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	$612,558
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,349,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,287,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,837,460
Value of total assets at end of year	2018-12-31	$25,454,986
Value of total assets at beginning of year	2018-12-31	$26,191,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$61,652
Total interest from all sources	2018-12-31	$22,011
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,187,037
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	$1,187,037
Administrative expenses professional fees incurred	2018-12-31	$6,850
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	$1,165,822
Participant contributions at end of year	2018-12-31	$317,278
Participant contributions at beginning of year	2018-12-31	$379,945
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$134,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-736,702
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$25,454,986
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$26,191,688
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	$39,897
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,831,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$24,529,487
Interest on participant loans	2018-12-31	$22,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,306,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,282,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,282,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,433,950
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	$537,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,287,608
Contract administrator fees	2018-12-31	$14,905
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2018-12-31	952036250
2017 : KEYPOINT 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	$6,014,761
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,434,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,413,359
Value of total corrective distributions	2017-12-31	$646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,981,301
Value of total assets at end of year	2017-12-31	$26,191,688
Value of total assets at beginning of year	2017-12-31	$21,611,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,632
Total interest from all sources	2017-12-31	$20,407
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$941,641
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	$941,641
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,162,000
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	$1,144,261
Participant contributions at end of year	2017-12-31	$379,945
Participant contributions at beginning of year	2017-12-31	$372,661
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$307,836
Administrative expenses (other) incurred	2017-12-31	$12,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,580,124
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$26,191,688
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,611,564
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	$8,429
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$24,529,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,179,174
Interest on participant loans	2017-12-31	$20,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,282,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,059,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,059,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,071,412
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	$529,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,413,359
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2017-12-31	952036250
2016 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,950,108
Total of all expenses incurred	2016-12-31	$1,060,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,041,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,419,312
Value of total assets at end of year	2016-12-31	$21,611,564
Value of total assets at beginning of year	2016-12-31	$19,721,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,610
Total interest from all sources	2016-12-31	$27,472
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$589,926
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	$589,926
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$939,894
Participant contributions at end of year	2016-12-31	$372,661
Participant contributions at beginning of year	2016-12-31	$390,210
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$20,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,889,763
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,611,564
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,721,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,179,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,531,454
Interest on participant loans	2016-12-31	$19,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,059,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$800,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$800,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$7,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$913,398
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	$458,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,041,735
Contract administrator fees	2016-12-31	$18,610
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2016-12-31	952036250
2015 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,695,731
Total of all expenses incurred	2015-12-31	$1,151,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,136,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,547,702
Value of total assets at end of year	2015-12-31	$19,721,801
Value of total assets at beginning of year	2015-12-31	$19,177,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,566
Total interest from all sources	2015-12-31	$20,806
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$845,045
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	$845,045
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,000,126
Participant contributions at end of year	2015-12-31	$390,210
Participant contributions at beginning of year	2015-12-31	$375,135
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$108,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$544,243
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,721,801
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,177,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,531,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,768,576
Interest on participant loans	2015-12-31	$20,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$800,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-717,822
Net investment gain or loss from common/collective trusts	2015-12-31	$0
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	$439,364
Employer contributions (assets) at beginning of year	2015-12-31	$33,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,136,922
Contract administrator fees	2015-12-31	$14,566
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2015-12-31	952036250
2014 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,469,663
Total of all expenses incurred	2014-12-31	$2,634,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,622,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,176,781
Value of total assets at end of year	2014-12-31	$19,177,558
Value of total assets at beginning of year	2014-12-31	$18,341,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,682
Total interest from all sources	2014-12-31	$19,453
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$793,538
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	$793,538
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$8,000,000
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	$879,119
Participant contributions at end of year	2014-12-31	$375,135
Participant contributions at beginning of year	2014-12-31	$417,521
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$869,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$835,585
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,177,558
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,341,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,768,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,907,079
Interest on participant loans	2014-12-31	$19,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$479,891
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	$428,031
Employer contributions (assets) at end of year	2014-12-31	$33,847
Employer contributions (assets) at beginning of year	2014-12-31	$17,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,622,396
Contract administrator fees	2014-12-31	$11,682
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2014-12-31	952036250
2013 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,545,759
Total of all expenses incurred	2013-12-31	$1,230,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,177,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,160,188
Value of total assets at end of year	2013-12-31	$18,341,973
Value of total assets at beginning of year	2013-12-31	$15,026,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$53,629
Total interest from all sources	2013-12-31	$20,476
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$495,280
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	$495,280
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$8,000,000
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	$786,282
Participant contributions at end of year	2013-12-31	$417,521
Participant contributions at beginning of year	2013-12-31	$375,243
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$31,439
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,350
Liabilities. Value of operating payables at beginning of year	2013-12-31	$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	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$3,315,123
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,341,973
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,026,850
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,907,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,263,294
Interest on participant loans	2013-12-31	$20,476
Income. Interest from loans (other than to participants)	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$330,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$330,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,869,815
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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	$367,556
Employer contributions (assets) at end of year	2013-12-31	$17,373
Employer contributions (assets) at beginning of year	2013-12-31	$26,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,177,007
Contract administrator fees	2013-12-31	$53,629
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
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	MILLER, KAPLAN, ARASE LLP
Accountancy firm EIN	2013-12-31	952036250
2012 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k financial data
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	$54,921
Total income from all sources (including contributions)	2012-12-31	$3,150,601
Total of all expenses incurred	2012-12-31	$1,915,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,878,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,356,292
Value of total assets at end of year	2012-12-31	$15,026,850
Value of total assets at beginning of year	2012-12-31	$13,846,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$37,381
Total interest from all sources	2012-12-31	$18,260
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$263,744
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	$263,744
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$886,635
Participant contributions at end of year	2012-12-31	$375,243
Participant contributions at beginning of year	2012-12-31	$327,197
Participant contributions at end of year	2012-12-31	$31,439
Participant contributions at beginning of year	2012-12-31	$35,248
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$70,298
Other income not declared elsewhere	2012-12-31	$367
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$54,921
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	$1,235,174
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,026,850
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,791,676
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,263,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,267,235
Interest on participant loans	2012-12-31	$18,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$330,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$54,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$54,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,511,938
Net gain/loss from 103.12 investment entities	2012-12-31	$1,511,938
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	$399,359
Employer contributions (assets) at end of year	2012-12-31	$26,431
Employer contributions (assets) at beginning of year	2012-12-31	$161,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,878,046
Contract administrator fees	2012-12-31	$37,381
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2012-12-31	952036250
2011 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$54,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$554
Total income from all sources (including contributions)	2011-12-31	$1,154,686
Total of all expenses incurred	2011-12-31	$342,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$300,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,414,690
Value of total assets at end of year	2011-12-31	$13,846,597
Value of total assets at beginning of year	2011-12-31	$12,980,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$42,130
Total interest from all sources	2011-12-31	$19,625
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$222,387
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	$222,387
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$880,655
Participant contributions at end of year	2011-12-31	$327,197
Participant contributions at beginning of year	2011-12-31	$341,774
Participant contributions at end of year	2011-12-31	$35,248
Participant contributions at beginning of year	2011-12-31	$32,986
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$9,203
Liabilities. Value of operating payables at end of year	2011-12-31	$54,921
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	$811,934
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,791,676
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,979,742
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,267,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,263,187
Interest on participant loans	2011-12-31	$19,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$54,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,190,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,190,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-502,016
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
Contributions received in cash from employer	2011-12-31	$524,832
Employer contributions (assets) at end of year	2011-12-31	$161,996
Employer contributions (assets) at beginning of year	2011-12-31	$152,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$300,622
Contract administrator fees	2011-12-31	$42,130
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$554
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
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	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2011-12-31	952036250
2010 : KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,868,837
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$283,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$243,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,438,240
Value of total assets at end of year	2010-12-31	$12,980,296
Value of total assets at beginning of year	2010-12-31	$10,394,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$39,504
Total interest from all sources	2010-12-31	$21,776
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$194,086
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	$194,086
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$823,754
Participant contributions at end of year	2010-12-31	$341,774
Participant contributions at beginning of year	2010-12-31	$341,360
Participant contributions at end of year	2010-12-31	$32,986
Participant contributions at beginning of year	2010-12-31	$35,512
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$114,318
Other income not declared elsewhere	2010-12-31	$-342
Administrative expenses (other) incurred	2010-12-31	$206
Liabilities. Value of operating payables at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$2,585,591
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,979,742
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,394,151
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,263,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,002,195
Interest on participant loans	2010-12-31	$21,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,190,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$986,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$986,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,215,077
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
Contributions received in cash from employer	2010-12-31	$500,168
Employer contributions (assets) at end of year	2010-12-31	$152,268
Employer contributions (assets) at beginning of year	2010-12-31	$28,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$243,742
Contract administrator fees	2010-12-31	$39,298
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$554
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
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	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2010-12-31	952036250

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

2023: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KEYPOINT 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	Yes
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: KEYPOINT 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
2017: KEYPOINT 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: KEYPOINT 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: KEYPOINT 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: KEYPOINT 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: KEYPOINT 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: KEYPOINT 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	Yes
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: KEYPOINT 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: KEYPOINT 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KEYPOINT CREDIT UNION
Employer identification number (EIN):	942600376
NAIC Classification:	522190
NAIC Description:	Other Depository Credit Intermediation