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

Plan NamePENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN
Plan identification number 005

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 BARGAINING UNIT MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01CATHY TAMA-TROUTMAN
0052016-01-01CATHY TAMA-TROUTMAN
0052015-01-01CATHY TAMA-TROUTMAN
0052014-01-01CATHY TAMA-TROUTMAN
0052013-01-01CATHY TAMA-TROUTMAN
0052012-01-01CATHY TAMA-TROUTMAN
0052011-01-01CATHY TAMA-TROUTMAN CATHY TAMA-TROUTMAN2012-10-09
0052010-01-01CATHY TAMA-TROUTMAN
0052009-01-01CATHY TAMA-TROUTMAN

Plan Statistics for PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN

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

Measure Date Value
2022: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01484
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 BARGAINING UNIT MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01433
Total number of active participants reported on line 7a of the Form 55002021-01-01352
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01414
Number of participants with account balances2021-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01465
Total number of active participants reported on line 7a of the Form 55002020-01-01396
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01433
Number of participants with account balances2020-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01421
Total number of active participants reported on line 7a of the Form 55002019-01-01418
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01465
Number of participants with account balances2019-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0140
2018: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01400
Total number of active participants reported on line 7a of the Form 55002018-01-01389
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01421
Number of participants with account balances2018-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01392
Total number of active participants reported on line 7a of the Form 55002017-01-01368
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01400
Number of participants with account balances2017-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01392
Total number of active participants reported on line 7a of the Form 55002016-01-01364
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01392
Number of participants with account balances2016-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01367
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01392
Number of participants with account balances2015-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01413
Total number of active participants reported on line 7a of the Form 55002014-01-01351
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01371
Number of participants with account balances2014-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01380
Total number of active participants reported on line 7a of the Form 55002013-01-01397
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01413
Number of participants with account balances2013-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01297
Total number of active participants reported on line 7a of the Form 55002012-01-01363
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01380
Number of participants with account balances2012-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01306
Total number of active participants reported on line 7a of the Form 55002011-01-01283
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01297
Number of participants with account balances2011-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01283
Total number of active participants reported on line 7a of the Form 55002010-01-01297
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01306
Number of participants with account balances2010-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01279
Total number of active participants reported on line 7a of the Form 55002009-01-01274
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01283
Number of participants with account balances2009-01-01283
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 BARGAINING UNIT MONEY PURCHASE PLAN

Measure Date Value
2022 : PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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$6,005
Total transfer of assets from this plan2022-11-17$17,474,098
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$0
Total income from all sources (including contributions)2022-11-17$-2,574,443
Total loss/gain on sale of assets2022-11-17$0
Total of all expenses incurred2022-11-17$631,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-17$627,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-17$865,077
Value of total assets at end of year2022-11-17$0
Value of total assets at beginning of year2022-11-17$20,674,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-17$4,019
Total interest from all sources2022-11-17$23,574
Total dividends received (eg from common stock, registered investment company shares)2022-11-17$157,072
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$157,072
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$388,105
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$9,305
Other income not declared elsewhere2022-11-17$-4,162
Administrative expenses (other) incurred2022-11-17$4,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-17No
Value of net income/loss2022-11-17$-3,206,244
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$20,674,337
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$19,201,637
Interest on participant loans2022-11-17$16,341
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$1,075,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-11-17$1,075,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-11-17$7,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-17$-3,616,004
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$865,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-17$627,782
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 BARGAINING UNIT 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$63,417
Total transfer of assets from this plan2021-12-31$212,923
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$4,129,205
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$853,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$849,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,105,724
Value of total assets at end of year2021-12-31$20,674,337
Value of total assets at beginning of year2021-12-31$17,548,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,301
Total interest from all sources2021-12-31$22,118
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$559,014
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$559,014
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$1,105,724
Amount contributed by the employer to the plan for this plan year2021-12-31$1,105,724
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$388,105
Participant contributions at beginning of year2021-12-31$317,531
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,305
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,272
Other income not declared elsewhere2021-12-31$-474
Administrative expenses (other) incurred2021-12-31$4,301
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$3,275,754
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,674,337
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,548,089
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$19,201,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,031,662
Interest on participant loans2021-12-31$21,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,075,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,190,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,190,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,442,823
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$1,105,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$849,150
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 BARGAINING UNIT MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from 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$0
Total income from all sources (including contributions)2020-12-31$3,718,941
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$639,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$618,850
Expenses. Certain deemed distributions of participant loans2020-12-31$18,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,178,545
Value of total assets at end of year2020-12-31$17,548,089
Value of total assets at beginning of year2020-12-31$14,798,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,244
Total interest from all sources2020-12-31$28,617
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$450,746
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$450,746
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$1,178,545
Amount contributed by the employer to the plan for this plan year2020-12-31$1,178,545
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$317,531
Participant contributions at beginning of year2020-12-31$388,163
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,272
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,338
Other income not declared elsewhere2020-12-31$-784
Administrative expenses (other) incurred2020-12-31$2,244
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$3,079,599
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,548,089
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,798,824
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$16,031,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,481,309
Interest on participant loans2020-12-31$24,397
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$4,879,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,190,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,042,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,042,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,042,833
Net investment gain or loss from common/collective trusts2020-12-31$18,984
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$1,178,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$618,850
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 BARGAINING UNIT MONEY PURCHASE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,700,413
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$366,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$362,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,041,678
Value of total assets at end of year2019-12-31$14,798,824
Value of total assets at beginning of year2019-12-31$11,823,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,490
Total interest from all sources2019-12-31$37,309
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,231
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$297,231
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$1,041,678
Amount contributed by the employer to the plan for this plan year2019-12-31$1,041,678
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$388,163
Participant contributions at beginning of year2019-12-31$397,376
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,338
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$977
Administrative expenses (other) incurred2019-12-31$3,490
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,334,136
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,798,824
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,823,816
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$8,481,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,603,286
Income. Interest from loans (other than to participants)2019-12-31$23,484
Value of interest in common/collective trusts at end of year2019-12-31$4,879,280
Value of interest in common/collective trusts at beginning of year2019-12-31$3,807,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,042,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,014,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,014,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,462,082
Net investment gain or loss from common/collective trusts2019-12-31$861,136
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$1,041,678
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$362,787
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 BARGAINING UNIT MONEY PURCHASE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from 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$506,067
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,160,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,155,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,082,912
Value of total assets at end of year2018-12-31$11,823,816
Value of total assets at beginning of year2018-12-31$12,698,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,490
Total interest from all sources2018-12-31$30,868
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$277,963
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$277,963
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$1,082,912
Amount contributed by the employer to the plan for this plan year2018-12-31$1,082,912
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$397,376
Participant contributions at beginning of year2018-12-31$465,654
Administrative expenses (other) incurred2018-12-31$4,490
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$5,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-654,262
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,823,816
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,698,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,603,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,311,938
Interest on participant loans2018-12-31$21,977
Value of interest in common/collective trusts at end of year2018-12-31$3,807,887
Value of interest in common/collective trusts at beginning of year2018-12-31$3,879,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,014,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,035,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,035,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-615,879
Net investment gain or loss from common/collective trusts2018-12-31$-269,797
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$1,082,912
Employer contributions (assets) at end of year2018-12-31$806
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$1,155,839
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 BARGAINING UNIT 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$57,080
Total transfer of assets from this plan2017-12-31$623,124
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,867,202
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,077,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,072,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$975,107
Value of total assets at end of year2017-12-31$12,698,179
Value of total assets at beginning of year2017-12-31$11,474,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,270
Total interest from all sources2017-12-31$26,349
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$215,281
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$215,281
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$975,107
Amount contributed by the employer to the plan for this plan year2017-12-31$975,107
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$465,654
Participant contributions at beginning of year2017-12-31$410,861
Administrative expenses (other) incurred2017-12-31$4,270
Total non interest bearing cash at end of year2017-12-31$5,123
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,790,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,698,179
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,474,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,311,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,636,722
Interest on participant loans2017-12-31$20,744
Value of interest in common/collective trusts at end of year2017-12-31$3,879,694
Value of interest in common/collective trusts at beginning of year2017-12-31$3,426,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,035,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,062,593
Net investment gain or loss from common/collective trusts2017-12-31$587,872
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$975,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,072,762
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 BARGAINING UNIT MONEY PURCHASE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from 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$1,726,349
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$641,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$638,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$916,104
Value of total assets at end of year2016-12-31$11,474,053
Value of total assets at beginning of year2016-12-31$10,633,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,650
Total interest from all sources2016-12-31$25,732
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$213,462
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$213,462
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$916,104
Amount contributed by the employer to the plan for this plan year2016-12-31$916,104
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$410,861
Participant contributions at beginning of year2016-12-31$427,141
Administrative expenses (other) incurred2016-12-31$3,650
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$1,084,666
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,474,053
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,633,223
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$7,636,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,134,448
Interest on participant loans2016-12-31$20,146
Value of interest in common/collective trusts at end of year2016-12-31$3,426,277
Value of interest in common/collective trusts at beginning of year2016-12-31$2,829,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,241,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,241,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$351,619
Net investment gain or loss from common/collective trusts2016-12-31$219,432
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$916,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$638,033
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 BARGAINING UNIT 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$161
Total transfer of assets from this plan2015-12-31$399,847
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$939,550
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$694,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$690,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$891,624
Value of total assets at end of year2015-12-31$10,633,223
Value of total assets at beginning of year2015-12-31$10,787,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,900
Total interest from all sources2015-12-31$23,618
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$268,855
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$268,855
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$925,135
Amount contributed by the employer to the plan for this plan year2015-12-31$925,135
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$427,141
Participant contributions at beginning of year2015-12-31$522,969
Administrative expenses (other) incurred2015-12-31$3,900
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$245,451
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,633,223
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,787,458
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$6,134,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,236,173
Interest on participant loans2015-12-31$23,489
Value of interest in common/collective trusts at end of year2015-12-31$2,829,680
Value of interest in common/collective trusts at beginning of year2015-12-31$2,838,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,241,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,190,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,190,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-228,779
Net investment gain or loss from common/collective trusts2015-12-31$-15,768
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$891,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$690,199
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 BARGAINING UNIT 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$18,466
Total transfer of assets from this plan2014-12-31$246,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,562,898
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$318,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$314,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$872,782
Value of total assets at end of year2014-12-31$10,787,458
Value of total assets at beginning of year2014-12-31$9,771,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,410
Total interest from all sources2014-12-31$20,468
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$303,447
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$303,447
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$900,670
Amount contributed by the employer to the plan for this plan year2014-12-31$900,670
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$522,969
Participant contributions at beginning of year2014-12-31$376,349
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,244,033
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,787,458
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,771,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,236,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,762,904
Interest on participant loans2014-12-31$20,468
Value of interest in common/collective trusts at end of year2014-12-31$2,838,079
Value of interest in common/collective trusts at beginning of year2014-12-31$2,530,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,190,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,100,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,100,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$207,863
Net investment gain or loss from common/collective trusts2014-12-31$158,338
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$872,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$314,455
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 BARGAINING UNIT MONEY PURCHASE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from 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$2,447,980
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$392,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$388,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$855,546
Value of total assets at end of year2013-12-31$9,771,063
Value of total assets at beginning of year2013-12-31$7,929,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,910
Total interest from all sources2013-12-31$17,857
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$201,295
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$201,295
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$877,408
Amount contributed by the employer to the plan for this plan year2013-12-31$877,408
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$376,349
Participant contributions at beginning of year2013-12-31$387,682
Administrative expenses (other) incurred2013-12-31$3,910
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$2,055,109
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,771,063
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,929,726
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$5,762,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,477,644
Interest on participant loans2013-12-31$17,857
Value of interest in common/collective trusts at end of year2013-12-31$2,530,941
Value of interest in common/collective trusts at beginning of year2013-12-31$1,937,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,100,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,127,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,127,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$967,095
Net investment gain or loss from common/collective trusts2013-12-31$406,187
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$855,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$388,961
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 BARGAINING UNIT 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$9,894
Total transfer of assets from this plan2012-12-31$79,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,682,564
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$277,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$273,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$856,033
Value of total assets at end of year2012-12-31$7,929,726
Value of total assets at beginning of year2012-12-31$6,594,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,670
Total interest from all sources2012-12-31$16,156
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$108,082
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$108,082
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$855,938
Amount contributed by the employer to the plan for this plan year2012-12-31$855,938
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$387,682
Participant contributions at beginning of year2012-12-31$300,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$895
Administrative expenses (other) incurred2012-12-31$3,670
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$1,404,986
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,929,726
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,594,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,477,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,751,032
Interest on participant loans2012-12-31$16,156
Value of interest in common/collective trusts at end of year2012-12-31$1,937,185
Value of interest in common/collective trusts at beginning of year2012-12-31$2,541,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,127,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$480,657
Net investment gain or loss from common/collective trusts2012-12-31$221,636
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$856,033
Employer contributions (assets) at beginning of year2012-12-31$95
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$273,908
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 BARGAINING UNIT 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$79,689
Total transfer of assets from this plan2011-12-31$87,619
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$737,780
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$185,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$181,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$786,995
Value of total assets at end of year2011-12-31$6,594,167
Value of total assets at beginning of year2011-12-31$6,049,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,570
Total interest from all sources2011-12-31$14,078
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$88,697
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$88,697
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$786,995
Amount contributed by the employer to the plan for this plan year2011-12-31$786,995
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$300,475
Participant contributions at beginning of year2011-12-31$239,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,085
Administrative expenses (other) incurred2011-12-31$3,570
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$552,696
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,594,167
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,049,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,751,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,614,659
Interest on participant loans2011-12-31$14,078
Value of interest in common/collective trusts at end of year2011-12-31$2,541,670
Value of interest in common/collective trusts at beginning of year2011-12-31$2,194,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-124,317
Net investment gain or loss from common/collective trusts2011-12-31$-27,673
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$786,995
Employer contributions (assets) at end of year2011-12-31$95
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$181,514
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 BARGAINING UNIT MONEY PURCHASE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from 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$1,356,611
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$117,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$114,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$739,543
Value of total assets at end of year2010-12-31$6,049,401
Value of total assets at beginning of year2010-12-31$4,912,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,410
Total interest from all sources2010-12-31$13,413
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$56,571
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$56,571
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$739,543
Amount contributed by the employer to the plan for this plan year2010-12-31$739,543
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$239,625
Participant contributions at beginning of year2010-12-31$203,273
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$743
Administrative expenses (other) incurred2010-12-31$3,410
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$1,238,735
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,049,401
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,912,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,614,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,949,123
Interest on participant loans2010-12-31$13,413
Value of interest in common/collective trusts at end of year2010-12-31$2,194,032
Value of interest in common/collective trusts at beginning of year2010-12-31$1,758,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$357,161
Net investment gain or loss from common/collective trusts2010-12-31$189,923
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$739,543
Employer contributions (assets) at beginning of year2010-12-31$558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$114,466
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 BARGAINING UNIT 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$749,284
Amount contributed by the employer to the plan for this plan year2009-12-31$749,284

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

2022: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION BARGAINING UNIT 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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