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LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameLBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN
Plan identification number 002

LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:LBS FINANCIAL CREDIT UNION
Employer identification number (EIN):951644568
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about LBS FINANCIAL CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2300626

More information about LBS FINANCIAL CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DIANE JARECKI
0022016-01-01DIANE JARECKI
0022015-01-01DIANE JARECKI
0022014-01-01DIANE JARECKI
0022013-01-01DIANE JARECKI
0022012-01-01DIANE JARECKI
0022011-01-01DIANE JARECKI
0022010-01-01DIANE JARECKI
0022009-01-01DIANE JARECKI

Plan Statistics for LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN

Measure Date Value
2022: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01319
Total number of active participants reported on line 7a of the Form 55002022-01-01219
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01122
Total of all active and inactive participants2022-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01343
Number of participants with account balances2022-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01314
Total number of active participants reported on line 7a of the Form 55002021-01-01218
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01316
Number of participants with account balances2021-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01309
Total number of active participants reported on line 7a of the Form 55002020-01-01230
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01309
Number of participants with account balances2020-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01249
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01315
Number of participants with account balances2019-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01300
Total number of active participants reported on line 7a of the Form 55002018-01-01244
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01306
Number of participants with account balances2018-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01296
Total number of active participants reported on line 7a of the Form 55002017-01-01226
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01296
Number of participants with account balances2017-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01286
Total number of active participants reported on line 7a of the Form 55002016-01-01238
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01293
Number of participants with account balances2016-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01287
Total number of active participants reported on line 7a of the Form 55002015-01-01235
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01283
Number of participants with account balances2015-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01325
Total number of active participants reported on line 7a of the Form 55002014-01-01240
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01289
Number of participants with account balances2014-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01304
Total number of active participants reported on line 7a of the Form 55002013-01-01235
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01309
Number of participants with account balances2013-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01298
Total number of active participants reported on line 7a of the Form 55002012-01-01233
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01301
Number of participants with account balances2012-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01283
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01291
Number of participants with account balances2011-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01279
Total number of active participants reported on line 7a of the Form 55002010-01-01229
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0157
Total of all active and inactive participants2010-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01286
Number of participants with account balances2010-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01286
Total number of active participants reported on line 7a of the Form 55002009-01-01233
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01278
Number of participants with account balances2009-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN

Measure Date Value
2022 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,570,025
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,253,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,236,284
Value of total corrective distributions2022-12-31$2,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$946,316
Value of total assets at end of year2022-12-31$15,047,298
Value of total assets at beginning of year2022-12-31$17,871,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,200
Total interest from all sources2022-12-31$151,554
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$916,757
Participant contributions at end of year2022-12-31$258,101
Participant contributions at beginning of year2022-12-31$306,941
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$29,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,823,761
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,047,298
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,871,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$9,740,276
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,993,269
Interest on participant loans2022-12-31$17,533
Interest earned on other investments2022-12-31$134,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,048,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,570,849
Net investment gain/loss from pooled separate accounts2022-12-31$-2,667,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,236,284
Contract administrator fees2022-12-31$15,200
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2022-12-31954083485
2021 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,959,689
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$784,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$766,673
Value of total corrective distributions2021-12-31$4,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$911,708
Value of total assets at end of year2021-12-31$17,871,059
Value of total assets at beginning of year2021-12-31$15,695,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,548
Total interest from all sources2021-12-31$157,183
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$900,909
Participant contributions at end of year2021-12-31$306,941
Participant contributions at beginning of year2021-12-31$343,543
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,175,241
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,871,059
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,695,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$12,993,269
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,714,927
Interest on participant loans2021-12-31$20,336
Interest earned on other investments2021-12-31$136,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,570,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,637,348
Net investment gain/loss from pooled separate accounts2021-12-31$1,890,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$766,673
Contract administrator fees2021-12-31$13,548
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2021-12-31954083485
2020 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,671,791
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$542,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$529,293
Value of total corrective distributions2020-12-31$719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$927,344
Value of total assets at end of year2020-12-31$15,695,818
Value of total assets at beginning of year2020-12-31$13,566,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,728
Total interest from all sources2020-12-31$167,769
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$817,040
Participant contributions at end of year2020-12-31$343,543
Participant contributions at beginning of year2020-12-31$314,442
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$110,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,129,051
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,695,818
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,566,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,714,927
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,869,239
Interest on participant loans2020-12-31$22,319
Interest earned on other investments2020-12-31$145,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,637,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,383,086
Net investment gain/loss from pooled separate accounts2020-12-31$1,576,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$529,293
Contract administrator fees2020-12-31$12,728
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2020-12-31954083485
2019 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$2,746,584
Total income from all sources (including contributions)2019-12-31$2,746,584
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$772,791
Total of all expenses incurred2019-12-31$772,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$751,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$751,709
Value of total corrective distributions2019-12-31$1,598
Value of total corrective distributions2019-12-31$1,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$763,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$763,727
Value of total assets at end of year2019-12-31$13,566,767
Value of total assets at end of year2019-12-31$13,566,767
Value of total assets at beginning of year2019-12-31$11,592,974
Value of total assets at beginning of year2019-12-31$11,592,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,484
Total interest from all sources2019-12-31$165,382
Total interest from all sources2019-12-31$165,382
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$715,178
Contributions received from participants2019-12-31$715,178
Participant contributions at end of year2019-12-31$314,442
Participant contributions at end of year2019-12-31$314,442
Participant contributions at beginning of year2019-12-31$394,742
Participant contributions at beginning of year2019-12-31$394,742
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$48,549
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$48,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,973,793
Value of net income/loss2019-12-31$1,973,793
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,566,767
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,566,767
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,592,974
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,592,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,869,239
Value of interest in pooled separate accounts at end of year2019-12-31$8,869,239
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,871,193
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,871,193
Interest on participant loans2019-12-31$21,995
Interest on participant loans2019-12-31$21,995
Interest earned on other investments2019-12-31$143,387
Interest earned on other investments2019-12-31$143,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,383,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,383,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,327,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,327,039
Net investment gain/loss from pooled separate accounts2019-12-31$1,817,475
Net investment gain/loss from pooled separate accounts2019-12-31$1,817,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$751,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$751,709
Contract administrator fees2019-12-31$19,484
Contract administrator fees2019-12-31$19,484
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm name2019-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2019-12-31954083485
Accountancy firm EIN2019-12-31954083485
2018 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$542,970
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$998,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$959,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$737,027
Value of total assets at end of year2018-12-31$11,592,974
Value of total assets at beginning of year2018-12-31$12,048,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,514
Total interest from all sources2018-12-31$158,670
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$658,940
Participant contributions at end of year2018-12-31$394,742
Participant contributions at beginning of year2018-12-31$471,737
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$78,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-455,354
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,592,974
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,048,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,871,193
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,273,499
Interest on participant loans2018-12-31$25,865
Interest earned on other investments2018-12-31$132,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,327,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,303,092
Net investment gain/loss from pooled separate accounts2018-12-31$-352,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$959,810
Contract administrator fees2018-12-31$38,514
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2018-12-31954083485
2017 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,037,634
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$555,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$518,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$591,671
Value of total assets at end of year2017-12-31$12,048,328
Value of total assets at beginning of year2017-12-31$10,566,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,339
Total interest from all sources2017-12-31$160,677
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$471,737
Participant contributions at beginning of year2017-12-31$419,335
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,481,948
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,048,328
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,566,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$7,273,499
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,910,618
Interest on participant loans2017-12-31$26,007
Interest earned on other investments2017-12-31$134,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,303,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,236,427
Net investment gain/loss from pooled separate accounts2017-12-31$1,285,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$589,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$518,347
Contract administrator fees2017-12-31$37,339
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2017-12-31954083485
2016 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,189,594
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,047,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,010,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$574,053
Value of total assets at end of year2016-12-31$10,566,380
Value of total assets at beginning of year2016-12-31$10,423,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,731
Total interest from all sources2016-12-31$158,936
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$537,510
Participant contributions at end of year2016-12-31$419,335
Participant contributions at beginning of year2016-12-31$407,419
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$36,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$142,444
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,566,380
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,423,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,910,618
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,838,235
Interest on participant loans2016-12-31$21,659
Interest earned on other investments2016-12-31$137,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,236,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,178,282
Net investment gain/loss from pooled separate accounts2016-12-31$456,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,010,419
Contract administrator fees2016-12-31$36,731
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2016-12-31954083485
2015 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$847,119
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$484,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$447,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$646,391
Value of total assets at end of year2015-12-31$10,423,936
Value of total assets at beginning of year2015-12-31$10,061,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,079
Total interest from all sources2015-12-31$160,944
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$489,343
Participant contributions at end of year2015-12-31$407,419
Participant contributions at beginning of year2015-12-31$429,472
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$157,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$362,577
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,423,936
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,061,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,838,235
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,583,308
Interest on participant loans2015-12-31$21,889
Interest earned on other investments2015-12-31$139,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,178,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,048,579
Net investment gain/loss from pooled separate accounts2015-12-31$39,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$447,463
Contract administrator fees2015-12-31$37,079
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TURNER, WARREN, HWANG AND CONRAD
Accountancy firm EIN2015-12-31954083485
2014 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$983,331
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$728,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$690,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$432,173
Value of total assets at end of year2014-12-31$10,061,359
Value of total assets at beginning of year2014-12-31$9,806,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,483
Total interest from all sources2014-12-31$162,272
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$431,419
Participant contributions at end of year2014-12-31$429,472
Participant contributions at beginning of year2014-12-31$403,127
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$255,065
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,061,359
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,806,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,583,308
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,143,176
Interest on participant loans2014-12-31$21,204
Interest earned on other investments2014-12-31$141,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,048,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,259,991
Net investment gain/loss from pooled separate accounts2014-12-31$388,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$690,783
Contract administrator fees2014-12-31$37,483
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TURNER, WARREN, HWANG AND CONRAD
Accountancy firm EIN2014-12-31954083485
2013 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,562,354
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$249,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$216,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$396,837
Value of total assets at end of year2013-12-31$9,806,294
Value of total assets at beginning of year2013-12-31$8,493,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,309
Total interest from all sources2013-12-31$174,912
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$33,309
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$396,837
Participant contributions at end of year2013-12-31$403,127
Participant contributions at beginning of year2013-12-31$342,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,312,917
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,806,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,493,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,143,176
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,101,412
Interest on participant loans2013-12-31$19,834
Interest earned on other investments2013-12-31$155,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,259,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,049,121
Net investment gain/loss from pooled separate accounts2013-12-31$990,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$216,128
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TURNER, WARREN, HWANG & CONTRAD
Accountancy firm EIN2013-12-31954083485
2012 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,067,150
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$680,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$648,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$336,462
Value of total assets at end of year2012-12-31$8,493,377
Value of total assets at beginning of year2012-12-31$8,106,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,292
Total interest from all sources2012-12-31$182,086
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$336,462
Participant contributions at end of year2012-12-31$342,844
Participant contributions at beginning of year2012-12-31$317,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$386,573
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,493,377
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,106,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,101,412
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,912,630
Interest on participant loans2012-12-31$17,980
Interest earned on other investments2012-12-31$164,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,049,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,876,328
Net investment gain/loss from pooled separate accounts2012-12-31$548,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$648,285
Contract administrator fees2012-12-31$32,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2012-12-31954083485
2011 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$446,007
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$389,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$357,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$374,543
Value of total assets at end of year2011-12-31$8,106,804
Value of total assets at beginning of year2011-12-31$8,050,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,572
Total interest from all sources2011-12-31$189,292
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$348,310
Participant contributions at end of year2011-12-31$317,846
Participant contributions at beginning of year2011-12-31$322,213
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$56,786
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,106,804
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,050,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,912,630
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,909,082
Interest on participant loans2011-12-31$17,270
Interest earned on other investments2011-12-31$172,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,876,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,818,723
Net investment gain/loss from pooled separate accounts2011-12-31$-117,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$357,649
Contract administrator fees2011-12-31$31,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2011-12-31954083485
2010 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,054,009
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$310,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$280,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$414,635
Value of total assets at end of year2010-12-31$8,050,018
Value of total assets at beginning of year2010-12-31$7,306,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,354
Total interest from all sources2010-12-31$198,771
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$414,635
Participant contributions at end of year2010-12-31$322,213
Participant contributions at beginning of year2010-12-31$360,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$743,516
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,050,018
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,306,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,909,082
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,361,321
Interest on participant loans2010-12-31$21,310
Interest earned on other investments2010-12-31$177,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,818,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,584,407
Net investment gain/loss from pooled separate accounts2010-12-31$440,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$280,139
Contract administrator fees2010-12-31$30,354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TURNER, WARREN, HWANG & CONRAD
Accountancy firm EIN2010-12-31954083485
2009 : LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN

2022: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LBS FINANCIAL CREDIT UNION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number018171
Policy instance 1
Insurance contract or identification number018171
Number of Individuals Covered343
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number018171
Policy instance 1
Insurance contract or identification number018171
Number of Individuals Covered316
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number018171
Policy instance 1
Insurance contract or identification number018171
Number of Individuals Covered309
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number018171
Policy instance 1
Insurance contract or identification number018171
Number of Individuals Covered315
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number018171
Policy instance 1
Insurance contract or identification number018171
Number of Individuals Covered306
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number018171
Policy instance 1
Insurance contract or identification number018171
Number of Individuals Covered296
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number018171
Policy instance 1
Insurance contract or identification number018171
Number of Individuals Covered283
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number018171
Policy instance 1
Insurance contract or identification number018171
Number of Individuals Covered289
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18171
Policy instance 1
Insurance contract or identification number18171
Number of Individuals Covered309
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18171
Policy instance 1
Insurance contract or identification number18171
Number of Individuals Covered301
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18171
Policy instance 1
Insurance contract or identification number18171
Number of Individuals Covered291
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18171
Policy instance 1
Insurance contract or identification number18171
Number of Individuals Covered286
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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