TOWN & COUNTRY FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN
401k plan membership statisitcs for TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-922,428 |
Total of all expenses incurred | 2022-12-31 | $560,355 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $558,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,040,366 |
Value of total assets at end of year | 2022-12-31 | $9,739,545 |
Value of total assets at beginning of year | 2022-12-31 | $11,222,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,256 |
Total interest from all sources | 2022-12-31 | $2,399 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $509,460 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $509,460 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $474,674 |
Participant contributions at end of year | 2022-12-31 | $32,092 |
Participant contributions at beginning of year | 2022-12-31 | $78,219 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $113,350 |
Other income not declared elsewhere | 2022-12-31 | $134 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,482,783 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,739,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,222,328 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,554,560 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $11,063,650 |
Interest on participant loans | 2022-12-31 | $2,399 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $18,256 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $15,988 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,474,931 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $144 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $452,342 |
Employer contributions (assets) at end of year | 2022-12-31 | $134,637 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $64,471 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $558,099 |
Contract administrator fees | 2022-12-31 | $2,256 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2022-12-31 | 390758449 |
2021 : TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,365,430 |
Total of all expenses incurred | 2021-12-31 | $828,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $825,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $885,051 |
Value of total assets at end of year | 2021-12-31 | $11,222,328 |
Value of total assets at beginning of year | 2021-12-31 | $9,685,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,126 |
Total interest from all sources | 2021-12-31 | $924 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $568,069 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $568,069 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $464,982 |
Participant contributions at end of year | 2021-12-31 | $78,219 |
Participant contributions at beginning of year | 2021-12-31 | $14,525 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $59,720 |
Other income not declared elsewhere | 2021-12-31 | $110 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,536,604 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,222,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,685,724 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $11,063,650 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,651,094 |
Interest on participant loans | 2021-12-31 | $924 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $15,988 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $20,105 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $911,155 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $121 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $360,349 |
Employer contributions (assets) at end of year | 2021-12-31 | $64,471 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $825,700 |
Contract administrator fees | 2021-12-31 | $3,126 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2021-12-31 | 390758449 |
2020 : TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $2,168,662 |
Total of all expenses incurred | 2020-12-31 | $354,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $351,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $771,886 |
Value of total assets at end of year | 2020-12-31 | $9,685,724 |
Value of total assets at beginning of year | 2020-12-31 | $7,871,888 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,164 |
Total interest from all sources | 2020-12-31 | $836 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $289,388 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $289,388 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $459,528 |
Participant contributions at end of year | 2020-12-31 | $14,525 |
Participant contributions at beginning of year | 2020-12-31 | $26,535 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $646 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,813,836 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,685,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,871,888 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,651,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,696,720 |
Interest on participant loans | 2020-12-31 | $836 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $20,105 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $17,913 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,106,337 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $311,712 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $130,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $351,662 |
Contract administrator fees | 2020-12-31 | $3,164 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2020-12-31 | 390758449 |
2019 : TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $2,228,871 |
Total income from all sources (including contributions) | 2019-12-31 | $2,228,871 |
Total of all expenses incurred | 2019-12-31 | $216,022 |
Total of all expenses incurred | 2019-12-31 | $216,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $215,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $215,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $876,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $876,501 |
Value of total assets at end of year | 2019-12-31 | $7,871,888 |
Value of total assets at end of year | 2019-12-31 | $7,871,888 |
Value of total assets at beginning of year | 2019-12-31 | $5,859,039 |
Value of total assets at beginning of year | 2019-12-31 | $5,859,039 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $740 |
Total interest from all sources | 2019-12-31 | $806 |
Total interest from all sources | 2019-12-31 | $806 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $306,943 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $306,943 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $306,943 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $306,943 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $423,827 |
Contributions received from participants | 2019-12-31 | $423,827 |
Participant contributions at end of year | 2019-12-31 | $26,535 |
Participant contributions at end of year | 2019-12-31 | $26,535 |
Participant contributions at beginning of year | 2019-12-31 | $24,330 |
Participant contributions at beginning of year | 2019-12-31 | $24,330 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $24,656 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $24,656 |
Other income not declared elsewhere | 2019-12-31 | $2,585 |
Other income not declared elsewhere | 2019-12-31 | $2,585 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,012,849 |
Value of net income/loss | 2019-12-31 | $2,012,849 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,871,888 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,871,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,859,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,859,039 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,696,720 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,696,720 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,719,646 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,719,646 |
Interest on participant loans | 2019-12-31 | $806 |
Interest on participant loans | 2019-12-31 | $806 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $17,913 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $17,913 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $16,532 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $16,532 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,041,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,041,753 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $283 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $428,018 |
Contributions received in cash from employer | 2019-12-31 | $428,018 |
Employer contributions (assets) at end of year | 2019-12-31 | $130,720 |
Employer contributions (assets) at end of year | 2019-12-31 | $130,720 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $98,531 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $98,531 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $215,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $215,282 |
Contract administrator fees | 2019-12-31 | $740 |
Contract administrator fees | 2019-12-31 | $740 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WIPFLI LLP |
Accountancy firm name | 2019-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2019-12-31 | 390758449 |
Accountancy firm EIN | 2019-12-31 | 390758449 |