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FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 401k Plan overview

Plan NameFINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN
Plan identification number 001

FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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

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

Company Name:FINANCIAL RESOURCES FEDERAL CREDIT UNION
Employer identification number (EIN):221656665
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETH ELBAUM
0012016-01-01BETH ELBAUM
0012015-01-01BETH ELBAUM
0012014-01-01ERICCA NUSSBAUM
0012013-01-01ERICCA NUSSBAUM
0012012-01-01ERICCA NUSSBAUM
0012011-01-01ERICCA NUSSBAUM ERICCA NUSSBAUM2012-10-09
0012010-01-01BETH ELBAUM

Plan Statistics for FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN

401k plan membership statisitcs for FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN

Measure Date Value
2022: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-0186
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01175
Number of participants with account balances2021-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-0191
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01170
Number of participants with account balances2020-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01137
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01125
Total number of active participants reported on line 7a of the Form 55002017-01-0189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01137
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01115
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01125
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01112
Total number of active participants reported on line 7a of the Form 55002015-01-0177
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01115
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01128
Total number of active participants reported on line 7a of the Form 55002014-01-0171
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01112
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01119
Total number of active participants reported on line 7a of the Form 55002013-01-0188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01128
Number of participants with account balances2013-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01117
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01126
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01132
Total number of active participants reported on line 7a of the Form 55002010-01-0195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01128
Number of participants with account balances2010-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN

Measure Date Value
2022 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-21$0
Total transfer of assets from this plan2022-04-21$12,975,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-21$154,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-21$0
Total income from all sources (including contributions)2022-04-21$-1,056,134
Total loss/gain on sale of assets2022-04-21$0
Total of all expenses incurred2022-04-21$550,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-21$538,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-21$238,140
Value of total assets at end of year2022-04-21$154,325
Value of total assets at beginning of year2022-04-21$14,582,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-21$11,584
Total interest from all sources2022-04-21$2,352
Total dividends received (eg from common stock, registered investment company shares)2022-04-21$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-21No
Was this plan covered by a fidelity bond2022-04-21Yes
Value of fidelity bond cover2022-04-21$500,000
If this is an individual account plan, was there a blackout period2022-04-21No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-04-21$0
Were there any nonexempt tranactions with any party-in-interest2022-04-21No
Contributions received from participants2022-04-21$148,260
Participant contributions at end of year2022-04-21$0
Participant contributions at beginning of year2022-04-21$92,681
Participant contributions at end of year2022-04-21$0
Participant contributions at beginning of year2022-04-21$14,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-21$154,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-21$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-21No
Value of net income/loss2022-04-21$-1,606,622
Value of net assets at end of year (total assets less liabilities)2022-04-21$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-21$14,582,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-21No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-21No
Were any leases to which the plan was party in default or uncollectible2022-04-21No
Value of interest in pooled separate accounts at end of year2022-04-21$0
Value of interest in pooled separate accounts at beginning of year2022-04-21$12,878,019
Interest on participant loans2022-04-21$1,399
Interest earned on other investments2022-04-21$953
Value of interest in common/collective trusts at end of year2022-04-21$0
Value of interest in common/collective trusts at beginning of year2022-04-21$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-21$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-21$1,434,344
Net investment gain/loss from pooled separate accounts2022-04-21$-1,296,626
Net investment gain or loss from common/collective trusts2022-04-21$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-21No
Was there a failure to transmit to the plan any participant contributions2022-04-21No
Has the plan failed to provide any benefit when due under the plan2022-04-21No
Contributions received in cash from employer2022-04-21$89,880
Employer contributions (assets) at end of year2022-04-21$154,325
Employer contributions (assets) at beginning of year2022-04-21$162,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-21$538,904
Contract administrator fees2022-04-21$11,584
Did the plan have assets held for investment2022-04-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-21Yes
Opinion of an independent qualified public accountant for this plan2022-04-21Unqualified
Accountancy firm name2022-04-21CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-04-21410746749
2021 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$2,900,327
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$605,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$595,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,006,478
Value of total assets at end of year2021-12-31$14,582,618
Value of total assets at beginning of year2021-12-31$12,287,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,798
Total interest from all sources2021-12-31$5,192
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$521,887
Participant contributions at end of year2021-12-31$92,681
Participant contributions at beginning of year2021-12-31$116,047
Participant contributions at end of year2021-12-31$14,678
Participant contributions at beginning of year2021-12-31$14,308
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,294,627
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,582,618
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,287,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$12,878,019
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,676,910
Interest on participant loans2021-12-31$5,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,434,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,455,955
Net investment gain/loss from pooled separate accounts2021-12-31$1,888,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$449,119
Employer contributions (assets) at end of year2021-12-31$162,896
Employer contributions (assets) at beginning of year2021-12-31$24,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$595,902
Contract administrator fees2021-12-31$9,798
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 name2021-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$2,978,695
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$373,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$365,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,124,423
Value of total assets at end of year2020-12-31$12,287,991
Value of total assets at beginning of year2020-12-31$9,683,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,993
Total interest from all sources2020-12-31$5,625
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$485,076
Participant contributions at end of year2020-12-31$116,047
Participant contributions at beginning of year2020-12-31$125,109
Participant contributions at end of year2020-12-31$14,308
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$342,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,604,781
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,287,991
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,683,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,676,910
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,546,604
Interest on participant loans2020-12-31$5,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,455,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$998,365
Net investment gain/loss from pooled separate accounts2020-12-31$1,848,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$296,957
Employer contributions (assets) at end of year2020-12-31$24,771
Employer contributions (assets) at beginning of year2020-12-31$13,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$365,921
Contract administrator fees2020-12-31$7,993
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 name2020-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,400,191
Total income from all sources (including contributions)2019-12-31$2,400,191
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$710,023
Total of all expenses incurred2019-12-31$710,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$699,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$699,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$677,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$677,248
Value of total assets at end of year2019-12-31$9,683,210
Value of total assets at end of year2019-12-31$9,683,210
Value of total assets at beginning of year2019-12-31$7,993,042
Value of total assets at beginning of year2019-12-31$7,993,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,344
Total interest from all sources2019-12-31$5,630
Total interest from all sources2019-12-31$5,630
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$390,164
Contributions received from participants2019-12-31$390,164
Participant contributions at end of year2019-12-31$125,109
Participant contributions at end of year2019-12-31$125,109
Participant contributions at beginning of year2019-12-31$139,251
Participant contributions at beginning of year2019-12-31$139,251
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,792
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,690,168
Value of net income/loss2019-12-31$1,690,168
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,683,210
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,683,210
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,993,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,993,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,546,604
Value of interest in pooled separate accounts at end of year2019-12-31$8,546,604
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,836,083
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,836,083
Interest on participant loans2019-12-31$5,630
Interest on participant loans2019-12-31$5,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$998,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$998,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,008,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,008,321
Net investment gain/loss from pooled separate accounts2019-12-31$1,717,313
Net investment gain/loss from pooled separate accounts2019-12-31$1,717,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$246,292
Contributions received in cash from employer2019-12-31$246,292
Employer contributions (assets) at end of year2019-12-31$13,132
Employer contributions (assets) at end of year2019-12-31$13,132
Employer contributions (assets) at beginning of year2019-12-31$9,387
Employer contributions (assets) at beginning of year2019-12-31$9,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$699,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$699,679
Contract administrator fees2019-12-31$10,344
Contract administrator fees2019-12-31$10,344
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$304,645
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$344,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$333,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$696,507
Value of total assets at end of year2018-12-31$7,993,042
Value of total assets at beginning of year2018-12-31$8,032,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,510
Total interest from all sources2018-12-31$20,417
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$384,958
Participant contributions at end of year2018-12-31$139,251
Participant contributions at beginning of year2018-12-31$172,975
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,385
Administrative expenses (other) incurred2018-12-31$10,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,828
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,993,042
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,032,870
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$6,836,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,938,892
Interest on participant loans2018-12-31$7,243
Interest earned on other investments2018-12-31$13,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,008,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$844,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-412,279
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$246,164
Employer contributions (assets) at end of year2018-12-31$9,387
Employer contributions (assets) at beginning of year2018-12-31$76,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$333,963
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 name2018-12-31RKL LLP
Accountancy firm EIN2018-12-31232108173
2017 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$1,784,436
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$417,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$405,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$680,054
Value of total assets at end of year2017-12-31$8,032,870
Value of total assets at beginning of year2017-12-31$6,666,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,862
Total interest from all sources2017-12-31$18,780
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$369,288
Participant contributions at end of year2017-12-31$172,975
Participant contributions at beginning of year2017-12-31$148,980
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$11,611
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,949
Other income not declared elsewhere2017-12-31$111
Administrative expenses (other) incurred2017-12-31$11,862
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$1,366,644
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,032,870
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,666,226
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$6,938,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,639,714
Interest on participant loans2017-12-31$6,428
Interest earned on other investments2017-12-31$12,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$844,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$850,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,085,491
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$308,817
Employer contributions (assets) at end of year2017-12-31$76,380
Employer contributions (assets) at beginning of year2017-12-31$15,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$405,930
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 name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$1,115,356
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$873,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$862,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$629,454
Value of total assets at end of year2016-12-31$6,666,226
Value of total assets at beginning of year2016-12-31$6,424,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,568
Total interest from all sources2016-12-31$22,397
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$363,490
Participant contributions at end of year2016-12-31$148,980
Participant contributions at beginning of year2016-12-31$210,666
Participant contributions at end of year2016-12-31$11,611
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$56,922
Administrative expenses (other) incurred2016-12-31$11,568
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$241,571
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,666,226
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,424,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,639,714
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,313,819
Interest on participant loans2016-12-31$8,055
Interest earned on other investments2016-12-31$14,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$850,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$889,372
Net investment gain/loss from pooled separate accounts2016-12-31$463,505
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$209,042
Employer contributions (assets) at end of year2016-12-31$15,360
Employer contributions (assets) at beginning of year2016-12-31$10,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$862,217
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 name2016-12-31RKL LLP
Accountancy firm EIN2016-12-31232108173
2015 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$605,787
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$625,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$621,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$564,566
Value of total assets at end of year2015-12-31$6,424,655
Value of total assets at beginning of year2015-12-31$6,444,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,039
Total interest from all sources2015-12-31$22,181
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$500,000
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$355,365
Participant contributions at end of year2015-12-31$210,666
Participant contributions at beginning of year2015-12-31$186,637
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$120
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,163
Administrative expenses (other) incurred2015-12-31$4,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-19,766
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,424,655
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,444,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,313,819
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,290,463
Interest on participant loans2015-12-31$7,734
Interest earned on other investments2015-12-31$14,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$889,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$880,406
Net investment gain/loss from pooled separate accounts2015-12-31$19,040
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$205,038
Employer contributions (assets) at end of year2015-12-31$10,798
Employer contributions (assets) at beginning of year2015-12-31$86,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$621,514
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 name2015-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2015-12-31232108173
2014 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$1,110,049
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$743,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$742,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$656,833
Value of total assets at end of year2014-12-31$6,444,421
Value of total assets at beginning of year2014-12-31$6,077,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,277
Total interest from all sources2014-12-31$22,895
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$349,130
Participant contributions at end of year2014-12-31$186,637
Participant contributions at beginning of year2014-12-31$132,926
Participant contributions at end of year2014-12-31$120
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,864
Administrative expenses (other) incurred2014-12-31$1,277
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$366,544
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,444,421
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,077,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,290,463
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,098,029
Interest on participant loans2014-12-31$7,806
Interest earned on other investments2014-12-31$15,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$880,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$789,986
Net investment gain/loss from pooled separate accounts2014-12-31$430,321
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$276,839
Employer contributions (assets) at end of year2014-12-31$86,795
Employer contributions (assets) at beginning of year2014-12-31$56,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$742,228
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 name2014-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2014-12-31232108173
2013 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,796,930
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,125,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,123,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$646,657
Value of total assets at end of year2013-12-31$6,077,877
Value of total assets at beginning of year2013-12-31$5,406,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,275
Total interest from all sources2013-12-31$31,644
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$324,022
Participant contributions at end of year2013-12-31$132,926
Participant contributions at beginning of year2013-12-31$108,804
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$86,936
Other income not declared elsewhere2013-12-31$733
Administrative expenses (other) incurred2013-12-31$1,275
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$671,704
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,077,877
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,406,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,098,029
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,388,087
Interest on participant loans2013-12-31$4,828
Interest earned on other investments2013-12-31$26,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$789,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$909,282
Net investment gain/loss from pooled separate accounts2013-12-31$1,117,896
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$235,699
Employer contributions (assets) at end of year2013-12-31$56,936
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,123,951
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 name2013-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2013-12-31232108173
2012 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$1,090,426
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$340,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$339,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$527,752
Value of total assets at end of year2012-12-31$5,406,173
Value of total assets at beginning of year2012-12-31$4,655,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$850
Total interest from all sources2012-12-31$27,002
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$333,906
Participant contributions at end of year2012-12-31$108,804
Participant contributions at beginning of year2012-12-31$95,985
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$830
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$850
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$750,241
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,406,173
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,655,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,388,087
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,912,812
Interest on participant loans2012-12-31$5,234
Interest earned on other investments2012-12-31$21,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$909,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$646,007
Net investment gain/loss from pooled separate accounts2012-12-31$535,672
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$193,846
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$339,335
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2012-12-31232108173
2011 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$470,934
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$195,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$194,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$566,775
Value of total assets at end of year2011-12-31$4,655,932
Value of total assets at beginning of year2011-12-31$4,380,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$600
Total interest from all sources2011-12-31$15,551
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$327,170
Participant contributions at end of year2011-12-31$95,985
Participant contributions at beginning of year2011-12-31$113,323
Participant contributions at end of year2011-12-31$830
Participant contributions at beginning of year2011-12-31$409
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$39,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,800
Administrative expenses (other) incurred2011-12-31$600
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$275,536
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,655,932
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,380,396
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$3,912,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,139,620
Interest on participant loans2011-12-31$5,362
Interest earned on other investments2011-12-31$10,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$646,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$122,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-111,392
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$199,631
Employer contributions (assets) at end of year2011-12-31$298
Employer contributions (assets) at beginning of year2011-12-31$782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$194,798
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2011-12-31232108173
2010 : FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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$1,048,228
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$206,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$206,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$508,954
Value of total assets at end of year2010-12-31$4,380,396
Value of total assets at beginning of year2010-12-31$3,538,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$550
Total interest from all sources2010-12-31$9,131
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$277,211
Participant contributions at end of year2010-12-31$113,323
Participant contributions at beginning of year2010-12-31$80,296
Participant contributions at end of year2010-12-31$409
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$59,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,800
Administrative expenses (other) incurred2010-12-31$550
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$841,405
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,380,396
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,538,991
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$4,139,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,360,010
Interest on participant loans2010-12-31$6,112
Interest earned on other investments2010-12-31$3,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$122,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$98,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$530,143
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$172,674
Employer contributions (assets) at end of year2010-12-31$782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$206,273
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REINSEL KUNTZ LESHER LLP
Accountancy firm EIN2010-12-31232108173

Form 5500 Responses for FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION PLAN

2022: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FINANCIAL RESOURCES FEDERAL CREDIT UNION 401(K) PENSION 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 1
Insurance contract or identification number810377
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-04-21
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 1
Insurance contract or identification number810377
Number of Individuals Covered168
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 1
Insurance contract or identification number810377
Number of Individuals Covered165
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 1
Insurance contract or identification number810377
Number of Individuals Covered165
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 1
Insurance contract or identification number810377
Number of Individuals Covered118
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 1
Insurance contract or identification number810377
Number of Individuals Covered120
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 1
Insurance contract or identification number810377
Number of Individuals Covered98
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 1
Insurance contract or identification number810377
Number of Individuals Covered100
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810377
Policy instance 2
Insurance contract or identification number810377
Number of Individuals Covered88
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ358
Policy instance 1
Insurance contract or identification numberPHJ358
Number of Individuals Covered105
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,368
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameCUSO FINANCIAL SERVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ358
Policy instance 1
Insurance contract or identification numberPHJ358
Number of Individuals Covered111
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,871
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,530
Insurance broker organization code?3
Insurance broker nameCUSO FINANCIAL SERVICES LP
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ358
Policy instance 1
Insurance contract or identification numberPHJ358
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,160
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ358
Policy instance 1
Insurance contract or identification numberPHJ358
Number of Individuals Covered105
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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