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PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 401k Plan overview

Plan NamePENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN
Plan identification number 004

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Employer identification number (EIN):230961140
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about PENNSYLVANIA STATE EMPLOYEES CREDIT UNION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 274385

More information about PENNSYLVANIA STATE EMPLOYEES CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CATHY TAMA-TROUTMAN
0042016-01-01CATHY TAMA-TROUTMAN
0042015-01-01CATHY TAMA-TROUTMAN
0042014-01-01CATHY TAMA-TROUTMAN
0042013-01-01CATHY TAMA-TROUTMAN
0042012-01-01CATHY TAMA-TROUTMAN
0042011-01-01CATHY TAMA-TROUTMAN CATHY TAMA-TROUTMAN2012-10-09
0042009-01-01CATHY TAMA-TROUTMAN

Plan Statistics for PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN

401k plan membership statisitcs for PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN

Measure Date Value
2022: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01449
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: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01453
Total number of active participants reported on line 7a of the Form 55002021-01-01383
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01449
Number of participants with account balances2021-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01442
Total number of active participants reported on line 7a of the Form 55002020-01-01407
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01453
Number of participants with account balances2020-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01418
Total number of active participants reported on line 7a of the Form 55002019-01-01402
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01442
Number of participants with account balances2019-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01384
Total number of active participants reported on line 7a of the Form 55002018-01-01385
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01418
Number of participants with account balances2018-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01335
Total number of active participants reported on line 7a of the Form 55002017-01-01353
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01384
Number of participants with account balances2017-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01316
Total number of active participants reported on line 7a of the Form 55002016-01-01309
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01335
Number of participants with account balances2016-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01291
Total number of active participants reported on line 7a of the Form 55002015-01-01292
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01316
Number of participants with account balances2015-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01276
Total number of active participants reported on line 7a of the Form 55002014-01-01264
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01291
Number of participants with account balances2014-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01263
Total number of active participants reported on line 7a of the Form 55002013-01-01255
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01276
Number of participants with account balances2013-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01249
Total number of active participants reported on line 7a of the Form 55002012-01-01240
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01263
Number of participants with account balances2012-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01245
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01249
Number of participants with account balances2011-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01244
Total number of active participants reported on line 7a of the Form 55002009-01-01231
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01248
Number of participants with account balances2009-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN

Measure Date Value
2022 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-17$0
Total transfer of assets to this plan2022-11-17$597,970
Total transfer of assets from this plan2022-11-17$46,207,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-17$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-17$0
Total income from all sources (including contributions)2022-11-17$-6,683,257
Total loss/gain on sale of assets2022-11-17$0
Total of all expenses incurred2022-11-17$2,431,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-17$2,426,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-17$2,625,764
Value of total assets at end of year2022-11-17$0
Value of total assets at beginning of year2022-11-17$54,723,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-17$4,276
Total interest from all sources2022-11-17$36,118
Total dividends received (eg from common stock, registered investment company shares)2022-11-17$427,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-17No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-17$427,116
Was this plan covered by a fidelity bond2022-11-17Yes
Value of fidelity bond cover2022-11-17$10,000,000
If this is an individual account plan, was there a blackout period2022-11-17Yes
Were there any nonexempt tranactions with any party-in-interest2022-11-17No
Participant contributions at end of year2022-11-17$0
Participant contributions at beginning of year2022-11-17$484,509
Assets. Other investments not covered elsewhere at end of year2022-11-17$0
Assets. Other investments not covered elsewhere at beginning of year2022-11-17$621,015
Other income not declared elsewhere2022-11-17$-210,030
Administrative expenses (other) incurred2022-11-17$4,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-17No
Value of net income/loss2022-11-17$-9,114,497
Value of net assets at end of year (total assets less liabilities)2022-11-17$0
Value of net assets at beginning of year (total assets less liabilities)2022-11-17$54,723,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-17No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-17No
Were any leases to which the plan was party in default or uncollectible2022-11-17No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-17$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-17$49,868,471
Interest on participant loans2022-11-17$25,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-11-17$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-11-17$3,749,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-11-17$3,749,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-11-17$10,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-17$-9,562,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-17No
Was there a failure to transmit to the plan any participant contributions2022-11-17No
Has the plan failed to provide any benefit when due under the plan2022-11-17No
Contributions received in cash from employer2022-11-17$2,625,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-17$2,426,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-11-17Yes
Did the plan have assets held for investment2022-11-17No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-17No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-17Yes
Opinion of an independent qualified public accountant for this plan2022-11-17Unqualified
Accountancy firm name2022-11-17MCKONLY & ASBURY, LLP
Accountancy firm EIN2022-11-17231909723
2021 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$212,923
Total transfer of assets from this plan2021-12-31$63,417
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$11,111,908
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,321,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,315,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,067,476
Value of total assets at end of year2021-12-31$54,723,722
Value of total assets at beginning of year2021-12-31$48,784,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,693
Total interest from all sources2021-12-31$26,611
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,568,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,568,600
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,015,594
Amount contributed by the employer to the plan for this plan year2021-12-31$3,015,594
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$484,509
Participant contributions at beginning of year2021-12-31$402,801
Assets. Other investments not covered elsewhere at end of year2021-12-31$621,015
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$566,612
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,882
Other income not declared elsewhere2021-12-31$47,265
Administrative expenses (other) incurred2021-12-31$6,693
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$5,790,100
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,723,722
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,784,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,868,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,417,960
Interest on participant loans2021-12-31$23,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,749,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,396,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,396,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,401,956
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$3,015,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,315,115
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 name2021-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2021-12-31231909723
2020 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$330,334
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$49,930
Total income from all sources (including contributions)2020-12-31$10,073,328
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,316,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,313,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,961,499
Value of total assets at end of year2020-12-31$48,784,116
Value of total assets at beginning of year2020-12-31$41,746,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,009
Total interest from all sources2020-12-31$37,306
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,240,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,240,382
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$2,961,499
Amount contributed by the employer to the plan for this plan year2020-12-31$2,961,499
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$402,801
Participant contributions at beginning of year2020-12-31$540,643
Assets. Other investments not covered elsewhere at end of year2020-12-31$566,612
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$496,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$49,930
Other income not declared elsewhere2020-12-31$109,160
Administrative expenses (other) incurred2020-12-31$3,009
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$6,757,162
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,784,116
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,696,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$45,417,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,128,970
Interest on participant loans2020-12-31$28,949
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$12,388,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,396,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,192,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,192,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,676,715
Net investment gain or loss from common/collective trusts2020-12-31$48,266
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$2,961,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,313,157
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 name2020-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2020-12-31231909723
2019 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$359,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,930
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$10,309,834
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,025,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,022,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,764,060
Value of total assets at end of year2019-12-31$41,746,550
Value of total assets at beginning of year2019-12-31$33,053,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,100
Total interest from all sources2019-12-31$62,060
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$903,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$903,019
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,764,060
Amount contributed by the employer to the plan for this plan year2019-12-31$2,764,060
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$540,643
Participant contributions at beginning of year2019-12-31$569,993
Assets. Other investments not covered elsewhere at end of year2019-12-31$496,541
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$424,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$49,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$11,546
Administrative expenses (other) incurred2019-12-31$3,100
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$8,284,218
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,696,620
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,053,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,128,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,830,161
Interest on participant loans2019-12-31$33,379
Value of interest in common/collective trusts at end of year2019-12-31$12,388,080
Value of interest in common/collective trusts at beginning of year2019-12-31$8,857,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,192,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,371,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,371,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,491,210
Net investment gain or loss from common/collective trusts2019-12-31$2,077,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,764,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,022,516
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2019-12-31231909723
2018 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$220,101
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$1,038,271
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,395,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,392,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,893,237
Value of total assets at end of year2018-12-31$33,053,274
Value of total assets at beginning of year2018-12-31$34,190,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,110
Total interest from all sources2018-12-31$51,721
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$941,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$941,089
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,871,967
Amount contributed by the employer to the plan for this plan year2018-12-31$2,871,967
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$569,993
Participant contributions at beginning of year2018-12-31$594,687
Assets. Other investments not covered elsewhere at end of year2018-12-31$424,351
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$484,494
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,270
Other income not declared elsewhere2018-12-31$-74,036
Administrative expenses (other) incurred2018-12-31$3,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,357,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,053,274
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,190,230
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$20,830,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,982,018
Interest on participant loans2018-12-31$32,061
Value of interest in common/collective trusts at end of year2018-12-31$8,857,662
Value of interest in common/collective trusts at beginning of year2018-12-31$8,110,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,371,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,018,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,018,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,135,477
Net investment gain or loss from common/collective trusts2018-12-31$-638,263
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$2,871,967
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,392,218
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 name2018-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2018-12-31231909723
2017 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$623,124
Total transfer of assets from this plan2017-12-31$57,080
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$7,136,304
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,758,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,754,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,302,610
Value of total assets at end of year2017-12-31$34,190,230
Value of total assets at beginning of year2017-12-31$28,246,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,880
Total interest from all sources2017-12-31$40,566
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$708,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$708,199
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,282,116
Amount contributed by the employer to the plan for this plan year2017-12-31$2,282,116
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$594,687
Participant contributions at beginning of year2017-12-31$537,960
Assets. Other investments not covered elsewhere at end of year2017-12-31$484,494
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$417,622
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,494
Other income not declared elsewhere2017-12-31$53,756
Administrative expenses (other) incurred2017-12-31$3,880
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$5,378,096
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,190,230
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,246,090
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$22,982,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,211,894
Interest on participant loans2017-12-31$28,722
Value of interest in common/collective trusts at end of year2017-12-31$8,110,658
Value of interest in common/collective trusts at beginning of year2017-12-31$6,078,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,018,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,907,033
Net investment gain or loss from common/collective trusts2017-12-31$1,124,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,282,116
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,754,328
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 name2017-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2017-12-31231909723
2016 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$243,836
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$4,228,044
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$766,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$763,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,025,922
Value of total assets at end of year2016-12-31$28,246,090
Value of total assets at beginning of year2016-12-31$24,540,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,390
Total interest from all sources2016-12-31$38,819
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$695,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$695,211
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,025,922
Amount contributed by the employer to the plan for this plan year2016-12-31$2,025,922
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$537,960
Participant contributions at beginning of year2016-12-31$534,703
Assets. Other investments not covered elsewhere at end of year2016-12-31$417,622
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$340,243
Other income not declared elsewhere2016-12-31$62,388
Administrative expenses (other) incurred2016-12-31$3,390
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$3,461,477
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,246,090
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,540,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,211,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,732,801
Interest on participant loans2016-12-31$27,416
Value of interest in common/collective trusts at end of year2016-12-31$6,078,222
Value of interest in common/collective trusts at beginning of year2016-12-31$4,702,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,228,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,228,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,006,784
Net investment gain or loss from common/collective trusts2016-12-31$398,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,025,922
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$763,177
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 name2016-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2016-12-31231909723
2015 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$399,847
Total transfer of assets from this plan2015-12-31$161
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$1,758,458
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,411,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,407,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,833,779
Value of total assets at end of year2015-12-31$24,540,777
Value of total assets at beginning of year2015-12-31$24,794,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,878
Total interest from all sources2015-12-31$20,854
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$930,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$930,765
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,859,078
Amount contributed by the employer to the plan for this plan year2015-12-31$1,859,078
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$534,703
Participant contributions at beginning of year2015-12-31$420,112
Assets. Other investments not covered elsewhere at end of year2015-12-31$340,243
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$329,755
Other income not declared elsewhere2015-12-31$-9,541
Administrative expenses (other) incurred2015-12-31$3,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-653,140
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,540,777
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,794,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,732,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,303,803
Interest on participant loans2015-12-31$20,623
Value of interest in common/collective trusts at end of year2015-12-31$4,702,954
Value of interest in common/collective trusts at beginning of year2015-12-31$4,451,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,228,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,289,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,289,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-972,465
Net investment gain or loss from common/collective trusts2015-12-31$-44,934
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$1,833,779
Employer contributions (assets) at end of year2015-12-31$1,629
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,407,720
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 name2015-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2015-12-31231909723
2014 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$246,104
Total transfer of assets from this plan2014-12-31$18,466
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$3,381,830
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,439,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,437,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,751,412
Value of total assets at end of year2014-12-31$24,794,231
Value of total assets at beginning of year2014-12-31$23,624,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,580
Total interest from all sources2014-12-31$24,262
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,073,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,073,174
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,764,017
Amount contributed by the employer to the plan for this plan year2014-12-31$1,764,017
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$420,112
Participant contributions at beginning of year2014-12-31$507,907
Assets. Other investments not covered elsewhere at end of year2014-12-31$329,755
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$749,353
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$84,173
Administrative expenses (other) incurred2014-12-31$2,580
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$942,081
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,794,231
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,624,512
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,303,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,917,146
Interest on participant loans2014-12-31$24,262
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$4,451,491
Value of interest in common/collective trusts at beginning of year2014-12-31$3,754,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,289,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,695,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,695,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$205,397
Net investment gain or loss from common/collective trusts2014-12-31$243,412
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$1,751,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,437,169
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 name2014-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2014-12-31231909723
2013 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$213,772
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$5,362,778
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$608,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$606,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,655,923
Value of total assets at end of year2013-12-31$23,624,512
Value of total assets at beginning of year2013-12-31$18,656,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,610
Total interest from all sources2013-12-31$23,829
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$709,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$709,763
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,663,582
Amount contributed by the employer to the plan for this plan year2013-12-31$1,663,582
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$507,907
Participant contributions at beginning of year2013-12-31$474,306
Assets. Other investments not covered elsewhere at end of year2013-12-31$749,353
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$612,321
Other income not declared elsewhere2013-12-31$127,693
Administrative expenses (other) incurred2013-12-31$2,610
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$4,754,015
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,624,512
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,656,725
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$15,917,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,385,727
Interest on participant loans2013-12-31$23,829
Value of interest in common/collective trusts at end of year2013-12-31$3,754,333
Value of interest in common/collective trusts at beginning of year2013-12-31$2,894,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,695,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,289,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,289,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,247,362
Net investment gain or loss from common/collective trusts2013-12-31$598,208
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$1,655,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$606,153
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 name2013-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2013-12-31231909723
2012 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$79,321
Total transfer of assets from this plan2012-12-31$9,894
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$3,399,565
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$679,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$676,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,586,728
Value of total assets at end of year2012-12-31$18,656,725
Value of total assets at beginning of year2012-12-31$15,866,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,430
Total interest from all sources2012-12-31$20,045
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$278,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$278,947
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,586,616
Amount contributed by the employer to the plan for this plan year2012-12-31$1,586,616
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$474,306
Participant contributions at beginning of year2012-12-31$336,634
Assets. Other investments not covered elsewhere at end of year2012-12-31$612,321
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$527,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,463
Administrative expenses (other) incurred2012-12-31$2,430
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$2,720,319
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,656,725
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,866,979
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
Assets. partnership/joint venture interests at beginning of year2012-12-31$50,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,385,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,148,906
Interest on participant loans2012-12-31$20,045
Value of interest in common/collective trusts at end of year2012-12-31$2,894,705
Value of interest in common/collective trusts at beginning of year2012-12-31$4,800,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,289,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,176,935
Net investment gain or loss from common/collective trusts2012-12-31$336,910
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$1,586,728
Employer contributions (assets) at beginning of year2012-12-31$111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$676,816
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 name2012-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2012-12-31231909723
2011 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$87,619
Total transfer of assets from this plan2011-12-31$79,689
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$1,440,078
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$444,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$441,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,516,900
Value of total assets at end of year2011-12-31$15,866,979
Value of total assets at beginning of year2011-12-31$14,863,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,230
Total interest from all sources2011-12-31$16,656
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$265,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$265,427
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,516,901
Amount contributed by the employer to the plan for this plan year2011-12-31$1,516,901
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$336,634
Participant contributions at beginning of year2011-12-31$308,606
Assets. Other investments not covered elsewhere at end of year2011-12-31$527,625
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$412,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,813
Administrative expenses (other) incurred2011-12-31$2,230
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$995,875
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,866,979
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,863,174
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
Assets. partnership/joint venture interests at end of year2011-12-31$50,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,148,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,748,431
Interest on participant loans2011-12-31$16,656
Value of interest in common/collective trusts at end of year2011-12-31$4,800,712
Value of interest in common/collective trusts at beginning of year2011-12-31$4,390,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-332,389
Net investment gain or loss from common/collective trusts2011-12-31$-26,516
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$1,516,900
Employer contributions (assets) at end of year2011-12-31$111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$441,973
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 name2011-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2011-12-31231909723
2010 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$101,712
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$2,945,267
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$550,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$546,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,478,020
Value of total assets at end of year2010-12-31$14,863,174
Value of total assets at beginning of year2010-12-31$12,366,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,210
Total interest from all sources2010-12-31$20,317
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$152,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$152,523
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,478,020
Amount contributed by the employer to the plan for this plan year2010-12-31$1,478,020
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$308,606
Participant contributions at beginning of year2010-12-31$286,724
Assets. Other investments not covered elsewhere at end of year2010-12-31$412,488
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$288,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,728
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$4,210
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$2,394,733
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,863,174
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,366,729
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$9,748,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,227,933
Interest on participant loans2010-12-31$20,317
Value of interest in common/collective trusts at end of year2010-12-31$4,390,836
Value of interest in common/collective trusts at beginning of year2010-12-31$3,560,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$955,269
Net investment gain or loss from common/collective trusts2010-12-31$339,138
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$1,478,020
Employer contributions (assets) at beginning of year2010-12-31$655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$546,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2010-12-31231909723
2009 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,472,874
Amount contributed by the employer to the plan for this plan year2009-12-31$1,472,874

Form 5500 Responses for PENNSYLVANIA STATE EMPLOYEES CREDIT UNION MANAGEMENT MONEY PURCHASE PLAN

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

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