?>
Logo

ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN
Plan identification number 002

ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ST. ANNE'S CREDIT UNION OF FALL RIVER MASS has sponsored the creation of one or more 401k plans.

Company Name:ST. ANNE'S CREDIT UNION OF FALL RIVER MASS
Employer identification number (EIN):042128094
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHELLE MARCOS
0022016-01-01MICHELLE MARCOS
0022015-01-01MICHELLE MARCOS
0022014-01-01ROSS R UPTON
0022013-01-01ROSS R UPTON
0022012-01-01ROSS R UPTON
0022011-01-01ROSS R. UPTON ROSS R. UPTON2012-09-24
0022010-01-01ROSS R. UPTON ROSS R. UPTON2011-09-28
0022009-01-01ROSS UPTON, SR. ROSS UPTON, SR.2010-10-12

Plan Statistics for ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN

Measure Date Value
2022: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01205
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01203
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01211
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01205
Number of participants with account balances2021-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01210
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01211
Number of participants with account balances2020-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01266
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01208
Number of participants with account balances2019-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01263
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01111
Total of all active and inactive participants2018-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01266
Number of participants with account balances2018-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01272
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01261
Number of participants with account balances2017-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01274
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01267
Number of participants with account balances2016-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01270
Total number of active participants reported on line 7a of the Form 55002015-01-01178
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01271
Number of participants with account balances2015-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01263
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01194
Number of participants with account balances2014-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01254
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0175
Total of all active and inactive participants2013-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01263
Number of participants with account balances2013-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01237
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01254
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01226
Total number of active participants reported on line 7a of the Form 55002011-01-01206
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01236
Number of participants with account balances2011-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01242
Total number of active participants reported on line 7a of the Form 55002010-01-01180
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0144
Total of all active and inactive participants2010-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01224
Number of participants with account balances2010-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01242
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01242
Number of participants with account balances2009-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN

Measure Date Value
2022 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,022,007
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$445,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$423,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$990,875
Value of total assets at end of year2022-12-31$11,490,292
Value of total assets at beginning of year2022-12-31$12,957,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,717
Total interest from all sources2022-12-31$51,894
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$438,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$438,988
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$543,967
Participant contributions at end of year2022-12-31$325,095
Participant contributions at beginning of year2022-12-31$317,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,467,288
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,490,292
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,957,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,169,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,937,892
Interest on participant loans2022-12-31$15,572
Interest earned on other investments2022-12-31$36,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,995,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,702,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,503,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$446,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$423,564
Contract administrator fees2022-12-31$21,717
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JARDIM & MAROTTA LLC
Accountancy firm EIN2022-12-31475415574
2021 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,736,197
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,107,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,083,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$996,681
Value of total assets at end of year2021-12-31$12,957,580
Value of total assets at beginning of year2021-12-31$11,328,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,564
Total interest from all sources2021-12-31$54,578
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$390,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$390,861
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$555,409
Participant contributions at end of year2021-12-31$317,474
Participant contributions at beginning of year2021-12-31$376,956
Participant contributions at beginning of year2021-12-31$9,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,628,658
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,957,580
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,328,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,937,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,987,332
Interest on participant loans2021-12-31$17,445
Interest earned on other investments2021-12-31$37,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,702,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,909,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,294,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$441,272
Employer contributions (assets) at beginning of year2021-12-31$45,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,083,975
Contract administrator fees2021-12-31$23,564
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2021-12-31042689883
2020 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,698,157
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,361,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,342,505
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,212,007
Value of total assets at end of year2020-12-31$11,328,922
Value of total assets at beginning of year2020-12-31$9,992,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,082
Total interest from all sources2020-12-31$69,018
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$248,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$248,254
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$581,653
Participant contributions at end of year2020-12-31$376,956
Participant contributions at beginning of year2020-12-31$375,529
Participant contributions at end of year2020-12-31$9,044
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$144,345
Other income not declared elsewhere2020-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,336,570
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,328,922
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,992,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,987,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,724,444
Interest on participant loans2020-12-31$21,766
Interest earned on other investments2020-12-31$47,252
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,909,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,892,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,168,827
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$486,009
Employer contributions (assets) at end of year2020-12-31$45,683
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,342,505
Contract administrator fees2020-12-31$19,082
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2020-12-31042689883
2019 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,673,009
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,504,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,483,255
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$975,091
Value of total assets at end of year2019-12-31$9,992,352
Value of total assets at beginning of year2019-12-31$8,824,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,694
Total interest from all sources2019-12-31$65,646
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$271,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$271,211
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$499,493
Participant contributions at end of year2019-12-31$375,529
Participant contributions at beginning of year2019-12-31$397,537
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,275
Other income not declared elsewhere2019-12-31$964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,168,060
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,992,352
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,824,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,724,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,765,506
Interest on participant loans2019-12-31$22,236
Interest earned on other investments2019-12-31$43,410
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,892,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,651,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,360,097
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$433,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,483,255
Contract administrator fees2019-12-31$21,694
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2019-12-31042689883
2018 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$491,669
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,399,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,371,967
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$862,935
Value of total assets at end of year2018-12-31$8,824,292
Value of total assets at beginning of year2018-12-31$10,731,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,063
Total interest from all sources2018-12-31$52,963
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$288,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$288,771
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$412,148
Participant contributions at end of year2018-12-31$397,537
Participant contributions at beginning of year2018-12-31$341,253
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$60,534
Other income not declared elsewhere2018-12-31$73
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,907,361
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,824,292
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,731,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,765,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,582,669
Interest on participant loans2018-12-31$18,882
Interest earned on other investments2018-12-31$34,081
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$122,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$122,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,651,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,685,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-713,073
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$390,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,371,967
Contract administrator fees2018-12-31$27,063
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2018-12-31042689883
2017 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,107,995
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$873,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$849,797
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$817,006
Value of total assets at end of year2017-12-31$10,731,653
Value of total assets at beginning of year2017-12-31$9,497,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,150
Total interest from all sources2017-12-31$56,899
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$275,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$275,297
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$380,839
Participant contributions at end of year2017-12-31$341,253
Participant contributions at beginning of year2017-12-31$445,596
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$82,414
Other income not declared elsewhere2017-12-31$1,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,234,048
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,731,653
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,497,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,582,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,317,190
Interest on participant loans2017-12-31$17,224
Interest earned on other investments2017-12-31$39,675
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$122,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$36,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$36,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,685,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,698,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$957,578
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$353,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$849,797
Contract administrator fees2017-12-31$24,150
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2017-12-31042689883
2016 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,341,587
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$584,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$560,153
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$732,023
Value of total assets at end of year2016-12-31$9,497,605
Value of total assets at beginning of year2016-12-31$8,740,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,968
Total interest from all sources2016-12-31$57,332
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$232,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$232,626
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$363,852
Participant contributions at end of year2016-12-31$445,596
Participant contributions at beginning of year2016-12-31$346,063
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$757,466
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,497,605
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,740,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,317,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,841,330
Interest on participant loans2016-12-31$17,894
Interest earned on other investments2016-12-31$39,438
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$36,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,698,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,552,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$319,606
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$368,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$560,153
Contract administrator fees2016-12-31$23,968
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2016-12-31042689883
2015 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$724,279
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,049,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,026,004
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$741,076
Value of total assets at end of year2015-12-31$8,740,139
Value of total assets at beginning of year2015-12-31$9,064,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,022
Total interest from all sources2015-12-31$318,268
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$363,786
Participant contributions at end of year2015-12-31$346,063
Participant contributions at beginning of year2015-12-31$313,099
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-324,747
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,740,139
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,064,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,841,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,454,179
Interest on participant loans2015-12-31$13,408
Interest earned on other investments2015-12-31$304,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,552,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,297,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-335,065
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$358,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,026,004
Contract administrator fees2015-12-31$23,022
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2015-12-31042689883
2014 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,074,679
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$372,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$353,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,545,103
Value of total assets at end of year2014-12-31$9,064,886
Value of total assets at beginning of year2014-12-31$7,362,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,704
Total interest from all sources2014-12-31$44,839
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$295,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$295,253
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$361,776
Participant contributions at end of year2014-12-31$313,099
Participant contributions at beginning of year2014-12-31$331,116
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$825,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,702,566
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,064,886
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,362,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,454,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,797,370
Interest on participant loans2014-12-31$12,881
Interest earned on other investments2014-12-31$31,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,297,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,233,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$189,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$358,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$353,409
Contract administrator fees2014-12-31$18,704
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2014-12-31042689883
2013 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,012,026
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$103,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$84,577
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$879,568
Value of total assets at end of year2013-12-31$7,362,320
Value of total assets at beginning of year2013-12-31$5,453,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,612
Total interest from all sources2013-12-31$30,130
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$224,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$224,818
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$355,395
Participant contributions at end of year2013-12-31$331,116
Participant contributions at beginning of year2013-12-31$236,705
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$164,548
Administrative expenses (other) incurred2013-12-31$-1,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,908,837
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,362,320
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,453,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,797,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,413,935
Interest on participant loans2013-12-31$10,126
Interest earned on other investments2013-12-31$20,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,233,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$802,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$877,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$359,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$84,577
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2013-12-31042689883
2012 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,174,175
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$484,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$475,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$704,730
Value of total assets at end of year2012-12-31$5,453,483
Value of total assets at beginning of year2012-12-31$4,764,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,387
Total interest from all sources2012-12-31$36,245
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$64,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$64,856
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$345,510
Participant contributions at end of year2012-12-31$236,705
Participant contributions at beginning of year2012-12-31$111,745
Administrative expenses (other) incurred2012-12-31$-23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$689,339
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,453,483
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,764,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,413,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,517,012
Interest on participant loans2012-12-31$6,485
Interest earned on other investments2012-12-31$29,760
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$458,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$672,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$672,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$802,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$368,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$359,220
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$5,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$475,449
Contract administrator fees2012-12-31$9,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2012-12-31042689883
2011 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$608,932
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$184,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$153,513
Expenses. Certain deemed distributions of participant loans2011-12-31$25,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$681,480
Value of total assets at end of year2011-12-31$4,764,144
Value of total assets at beginning of year2011-12-31$4,339,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,815
Total interest from all sources2011-12-31$4,861
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$321,307
Participant contributions at end of year2011-12-31$111,745
Participant contributions at beginning of year2011-12-31$140,523
Participant contributions at beginning of year2011-12-31$8,924
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$424,151
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,764,144
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,339,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,517,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,097,369
Interest on participant loans2011-12-31$5,108
Value of interest in common/collective trusts at end of year2011-12-31$458,113
Value of interest in common/collective trusts at beginning of year2011-12-31$452,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$672,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$609,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$609,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-85,147
Net investment gain or loss from common/collective trusts2011-12-31$7,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$330,162
Employer contributions (assets) at end of year2011-12-31$5,020
Employer contributions (assets) at beginning of year2011-12-31$30,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$153,513
Contract administrator fees2011-12-31$5,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2011-12-31042689883
2010 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,038,252
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$85,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$78,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$643,737
Value of total assets at end of year2010-12-31$4,339,993
Value of total assets at beginning of year2010-12-31$3,386,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,484
Total interest from all sources2010-12-31$5,410
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$302,019
Participant contributions at end of year2010-12-31$140,523
Participant contributions at beginning of year2010-12-31$134,144
Participant contributions at end of year2010-12-31$8,924
Participant contributions at beginning of year2010-12-31$62
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$953,223
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,339,993
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,386,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,097,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,305,640
Interest on participant loans2010-12-31$5,410
Value of interest in common/collective trusts at end of year2010-12-31$452,846
Value of interest in common/collective trusts at beginning of year2010-12-31$444,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$609,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$502,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$502,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$379,282
Net investment gain or loss from common/collective trusts2010-12-31$9,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$309,843
Employer contributions (assets) at end of year2010-12-31$30,950
Employer contributions (assets) at beginning of year2010-12-31$582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$78,545
Contract administrator fees2010-12-31$6,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2010-12-31042689883
2009 : ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. ANNE'S CREDIT UNION OF FALL RIVER 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered203
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered205
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered211
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered208
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered266
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered261
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered271
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered194
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered263
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number020-0013-4
Policy instance 1
Insurance contract or identification number020-0013-4
Number of Individuals Covered254
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3