401k Plan data: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN plan

NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 401k Plan overview

Plan Name	NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN
Plan identification number	033

NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

NEW ENGLAND FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: NEW ENGLAND FEDERAL CREDIT UNION

Employer identification number (EIN): 030213411

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2022-01-01 SUSAN LEONARD 2023-02-02
033 2021-01-01 SUSAN FRENCH 2022-01-31
033 2020-01-01 SUSAN FRENCH CHURCH 2021-02-17
033 2019-01-01
033 2018-01-01 SUSAN FRENCH CHURCH
033 2017-01-01 SUSAN FRENCH CHURCH
033 2016-01-01 SUSAN FRENCH CHURCH
033 2015-01-01 JACK EWELL
033 2014-01-01 JACK EWELL
033 2013-01-01 JACK EWELL
033 2012-01-01 JACK EWELL
033 2011-01-01 JACK EWELL
033 2010-01-01 JACK EWELL
033 2009-01-01 JACK EWELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
033	2022-01-01	SUSAN LEONARD	2023-02-02
033	2021-01-01	SUSAN FRENCH	2022-01-31
033	2020-01-01	SUSAN FRENCH CHURCH	2021-02-17
033	2019-01-01
033	2018-01-01	SUSAN FRENCH CHURCH
033	2017-01-01	SUSAN FRENCH CHURCH
033	2016-01-01	SUSAN FRENCH CHURCH
033	2015-01-01	JACK EWELL
033	2014-01-01	JACK EWELL
033	2013-01-01	JACK EWELL
033	2012-01-01	JACK EWELL
033	2011-01-01	JACK EWELL
033	2010-01-01	JACK EWELL
033	2009-01-01	JACK EWELL

Plan Statistics for NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN

401k plan membership statisitcs for NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN

Measure Date Value
2019: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 57
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 81
Number of participants with account balances 2019-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 68
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 89
Number of participants with account balances 2018-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 74
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 95
Number of participants with account balances 2017-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 79
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 100
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 84
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 102
Number of participants with account balances 2015-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 88
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 103
Number of participants with account balances 2014-01-01 103
2013: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 89
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 20
Total of all active and inactive participants 2013-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 109
Number of participants with account balances 2013-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 95
Number of retired or separated participants receiving benefits 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 122
Number of participants with account balances 2012-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 104
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 128
Number of participants with account balances 2011-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 110
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 21
Total of all active and inactive participants 2010-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 131
Number of participants with account balances 2010-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 115
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 23
Total of all active and inactive participants 2009-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 138
Number of participants with account balances 2009-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	57
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	81
Number of participants with account balances	2019-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	68
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	89
Number of participants with account balances	2018-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	74
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	95
Number of participants with account balances	2017-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	79
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	100
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	84
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	102
Number of participants with account balances	2015-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	88
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	103
Number of participants with account balances	2014-01-01	103
2013: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	89
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	20
Total of all active and inactive participants	2013-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	109
Number of participants with account balances	2013-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	95
Number of retired or separated participants receiving benefits	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	122
Number of participants with account balances	2012-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	104
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	128
Number of participants with account balances	2011-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	110
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	21
Total of all active and inactive participants	2010-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	131
Number of participants with account balances	2010-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	115
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	23
Total of all active and inactive participants	2009-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	138
Number of participants with account balances	2009-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN

Measure	Date	Value
2019 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,664,695
Total of all expenses incurred	2019-12-31	$1,330,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,326,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$546,839
Value of total assets at end of year	2019-12-31	$12,649,095
Value of total assets at beginning of year	2019-12-31	$11,315,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,613
Total interest from all sources	2019-12-31	$9,697
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$82,864
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	$82,864
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$522,953
Participant contributions at end of year	2019-12-31	$201,251
Participant contributions at beginning of year	2019-12-31	$158,150
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,886
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	$1,333,708
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,649,095
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,315,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,949,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,256,271
Value of interest in pooled separate accounts at end of year	2019-12-31	$350,936
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,186,878
Interest on participant loans	2019-12-31	$9,697
Value of interest in common/collective trusts at end of year	2019-12-31	$7,147,812
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,714,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$647,152
Net investment gain/loss from pooled separate accounts	2019-12-31	$226,853
Net investment gain or loss from common/collective trusts	2019-12-31	$1,151,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,326,374
Contract administrator fees	2019-12-31	$4,613
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2019-12-31	030327374
2018 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-204,844
Total of all expenses incurred	2018-12-31	$981,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$974,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$555,021
Value of total assets at end of year	2018-12-31	$11,315,387
Value of total assets at beginning of year	2018-12-31	$12,501,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,022
Total interest from all sources	2018-12-31	$6,342
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$71,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$71,158
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$555,021
Participant contributions at end of year	2018-12-31	$158,150
Participant contributions at beginning of year	2018-12-31	$92,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,186,209
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,315,387
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,501,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,256,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,454,849
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,186,878
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,559,716
Interest on participant loans	2018-12-31	$6,342
Value of interest in common/collective trusts at end of year	2018-12-31	$6,714,088
Value of interest in common/collective trusts at beginning of year	2018-12-31	$7,394,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-287,577
Net investment gain/loss from pooled separate accounts	2018-12-31	$-65,564
Net investment gain or loss from common/collective trusts	2018-12-31	$-484,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$974,343
Contract administrator fees	2018-12-31	$7,022
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2018-12-31	030327374
2017 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,285,055
Total of all expenses incurred	2017-12-31	$398,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$391,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$657,780
Value of total assets at end of year	2017-12-31	$12,501,596
Value of total assets at beginning of year	2017-12-31	$10,614,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,801
Total interest from all sources	2017-12-31	$5,553
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$50,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$50,287
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$657,780
Participant contributions at end of year	2017-12-31	$92,778
Participant contributions at beginning of year	2017-12-31	$154,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,886,791
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,501,596
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,614,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,454,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,004,623
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,559,716
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,098,519
Interest on participant loans	2017-12-31	$5,553
Value of interest in common/collective trusts at end of year	2017-12-31	$7,394,253
Value of interest in common/collective trusts at beginning of year	2017-12-31	$6,356,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$431,936
Net investment gain/loss from pooled separate accounts	2017-12-31	$231,706
Net investment gain or loss from common/collective trusts	2017-12-31	$907,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$391,463
Contract administrator fees	2017-12-31	$6,801
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2017-12-31	030327374
2016 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,383,816
Total of all expenses incurred	2016-12-31	$97,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$84,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$654,952
Value of total assets at end of year	2016-12-31	$10,614,805
Value of total assets at beginning of year	2016-12-31	$9,328,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,522
Total interest from all sources	2016-12-31	$7,605
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$36,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$36,825
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$654,952
Participant contributions at end of year	2016-12-31	$154,775
Participant contributions at beginning of year	2016-12-31	$198,292
Other income not declared elsewhere	2016-12-31	$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,286,249
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,614,805
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,328,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,004,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,498,857
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,098,519
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$829,838
Interest on participant loans	2016-12-31	$7,605
Value of interest in common/collective trusts at end of year	2016-12-31	$6,356,888
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,801,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$146,298
Net investment gain/loss from pooled separate accounts	2016-12-31	$120,765
Net investment gain or loss from common/collective trusts	2016-12-31	$417,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$84,045
Contract administrator fees	2016-12-31	$13,522
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2016-12-31	030327374
2015 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$573,229
Total of all expenses incurred	2015-12-31	$65,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$52,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$667,814
Value of total assets at end of year	2015-12-31	$9,328,556
Value of total assets at beginning of year	2015-12-31	$8,820,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,659
Total interest from all sources	2015-12-31	$7,740
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$35,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$35,396
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$667,512
Participant contributions at end of year	2015-12-31	$198,292
Participant contributions at beginning of year	2015-12-31	$181,106
Other income not declared elsewhere	2015-12-31	$18,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$507,577
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,328,556
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,820,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,498,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,537,805
Value of interest in pooled separate accounts at end of year	2015-12-31	$829,838
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$705,113
Interest on participant loans	2015-12-31	$7,740
Value of interest in common/collective trusts at end of year	2015-12-31	$5,801,569
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,396,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-82,717
Net investment gain/loss from pooled separate accounts	2015-12-31	$-3,457
Net investment gain or loss from common/collective trusts	2015-12-31	$-70,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$52,993
Contract administrator fees	2015-12-31	$12,659
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2015-12-31	030327374
2014 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,120,078
Total of all expenses incurred	2014-12-31	$411,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$399,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$618,151
Value of total assets at end of year	2014-12-31	$8,820,979
Value of total assets at beginning of year	2014-12-31	$8,112,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,595
Total interest from all sources	2014-12-31	$6,140
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$41,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$41,626
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$578,675
Participant contributions at end of year	2014-12-31	$181,106
Participant contributions at beginning of year	2014-12-31	$126,729
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$39,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$708,615
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,820,979
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,112,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,537,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,059,910
Value of interest in pooled separate accounts at end of year	2014-12-31	$705,113
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$638,902
Interest on participant loans	2014-12-31	$6,140
Value of interest in common/collective trusts at end of year	2014-12-31	$5,396,955
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,286,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$89,479
Net investment gain/loss from pooled separate accounts	2014-12-31	$62,680
Net investment gain or loss from common/collective trusts	2014-12-31	$302,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$399,868
Contract administrator fees	2014-12-31	$11,595
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2014-12-31	030327374
2013 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,798,292
Total of all expenses incurred	2013-12-31	$369,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$363,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$584,485
Value of total assets at end of year	2013-12-31	$8,112,364
Value of total assets at beginning of year	2013-12-31	$6,683,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,239
Total interest from all sources	2013-12-31	$2,534
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$19,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$19,971
Administrative expenses professional fees incurred	2013-12-31	$500
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$571,437
Participant contributions at end of year	2013-12-31	$126,729
Participant contributions at beginning of year	2013-12-31	$30,739
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$13,048
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$112
Other income not declared elsewhere	2013-12-31	$10,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,429,012
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,112,364
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,683,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,059,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,798,725
Value of interest in pooled separate accounts at end of year	2013-12-31	$638,902
Interest on participant loans	2013-12-31	$2,534
Value of interest in common/collective trusts at end of year	2013-12-31	$5,286,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$853,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$140,410
Net investment gain/loss from pooled separate accounts	2013-12-31	$684,830
Net investment gain or loss from common/collective trusts	2013-12-31	$355,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$362,929
Contract administrator fees	2013-12-31	$5,739
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2013-12-31	030327374
2012 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$14,165
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	$1,309,747
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$106,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$105,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$562,296
Value of total assets at end of year	2012-12-31	$6,683,352
Value of total assets at beginning of year	2012-12-31	$5,494,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$800
Total interest from all sources	2012-12-31	$26,910
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$800
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$554,326
Participant contributions at end of year	2012-12-31	$30,739
Participant contributions at beginning of year	2012-12-31	$29,632
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,203,198
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,683,352
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,494,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,798,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,839,220
Interest on participant loans	2012-12-31	$1,570
Interest earned on other investments	2012-12-31	$25,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$853,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$625,467
Net investment gain/loss from pooled separate accounts	2012-12-31	$720,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$105,749
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCSOLEY MCCOY & CO.
Accountancy firm EIN	2012-12-31	030327374
2011 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$4
Total income from all sources (including contributions)	2011-12-31	$360,607
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$50,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$49,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$522,717
Value of total assets at end of year	2011-12-31	$5,494,319
Value of total assets at beginning of year	2011-12-31	$5,183,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$649
Total interest from all sources	2011-12-31	$19,916
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 year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$649
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$522,717
Participant contributions at end of year	2011-12-31	$29,632
Participant contributions at beginning of year	2011-12-31	$45,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$310,441
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,494,319
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,183,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,839,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,591,777
Interest on participant loans	2011-12-31	$1,719
Interest earned on other investments	2011-12-31	$18,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$625,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$547,067
Net investment gain/loss from pooled separate accounts	2011-12-31	$-182,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$49,517
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2011-12-31	030327374
2010 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4
Total income from all sources (including contributions)	2010-12-31	$1,045,319
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$308,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$308,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$506,694
Value of total assets at end of year	2010-12-31	$5,183,882
Value of total assets at beginning of year	2010-12-31	$4,447,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$300
Total interest from all sources	2010-12-31	$489
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$100
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$506,694
Participant contributions at end of year	2010-12-31	$45,038
Participant contributions at beginning of year	2010-12-31	$51,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$4
Other income not declared elsewhere	2010-12-31	$160
Administrative expenses (other) incurred	2010-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$736,773
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,183,878
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,447,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,591,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,882,864
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$547,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$511,087
Net investment gain/loss from pooled separate accounts	2010-12-31	$537,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$1,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$308,246
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCSOLEY MCCOY & CO.
Accountancy firm EIN	2010-12-31	030327374
2009 : NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN

2019: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NEW ENGLAND FEDERAL CREDIT UNION CAPITAL ACCUMLATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

619810

Policy instance

Insurance contract or identification number	619810
Number of Individuals Covered	81
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

619810

Policy instance

Insurance contract or identification number	619810
Number of Individuals Covered	89
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

619810

Policy instance

Insurance contract or identification number	619810
Number of Individuals Covered	95
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,587
Total amount of fees paid to insurance company	USD $475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,587
Insurance broker organization code?	3
Amount paid for insurance broker fees	475
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker name	SUMMIT FINANCIAL CORPORATION

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Company Name:	NEW ENGLAND FEDERAL CREDIT UNION
Employer identification number (EIN):	030213411
NAIC Classification:	522130
NAIC Description:	Credit Unions