401k Plan data: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST plan

SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST
Plan identification number	002

SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUPERIOR CREDIT UNION, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUPERIOR CREDIT UNION, INC.

Employer identification number (EIN): 344455780

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01 STEVE BOROFF 2022-10-11
002 2020-01-01 STEVE BOROFF 2021-10-14
002 2019-01-01 STEVE BOROFF 2020-10-15
002 2018-01-01 STEVE BOROFF 2019-10-15
002 2017-01-01
002 2016-01-01 STEVE BOROFF
002 2015-01-01 STEVE BOROFF
002 2014-01-01 STEVE BOROFF
002 2013-01-01 STEVE BOROFF
002 2012-01-01 STEVE BOROFF 2013-07-15
002 2011-01-01 STEVE BOROFF 2012-07-09
002 2010-01-01 STEVE BOROFF 2011-06-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01	STEVE BOROFF	2022-10-11
002	2020-01-01	STEVE BOROFF	2021-10-14
002	2019-01-01	STEVE BOROFF	2020-10-15
002	2018-01-01	STEVE BOROFF	2019-10-15
002	2017-01-01
002	2016-01-01	STEVE BOROFF
002	2015-01-01	STEVE BOROFF
002	2014-01-01	STEVE BOROFF
002	2013-01-01	STEVE BOROFF
002	2012-01-01	STEVE BOROFF	2013-07-15
002	2011-01-01	STEVE BOROFF	2012-07-09
002	2010-01-01	STEVE BOROFF	2011-06-01

Plan Statistics for SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 250
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 278
Number of participants with account balances 2022-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 215
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 34
Total of all active and inactive participants 2021-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 249
Number of participants with account balances 2021-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 224
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 246
Number of participants with account balances 2020-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 229
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 247
Number of participants with account balances 2019-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 216
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 229
Number of participants with account balances 2018-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 189
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 195
Number of participants with account balances 2017-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 153
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 162
Number of participants with account balances 2016-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 126
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 137
Number of participants with account balances 2015-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 120
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 130
Number of participants with account balances 2014-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 117
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 125
Total participants 2013-01-01 125
Number of participants with account balances 2013-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5

Measure	Date	Value
2022: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	250
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	278
Number of participants with account balances	2022-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	215
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	34
Total of all active and inactive participants	2021-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	249
Number of participants with account balances	2021-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	224
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	246
Number of participants with account balances	2020-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	229
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	247
Number of participants with account balances	2019-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	216
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	229
Number of participants with account balances	2018-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	189
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	195
Number of participants with account balances	2017-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	153
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	162
Number of participants with account balances	2016-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	126
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	137
Number of participants with account balances	2015-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	120
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	130
Number of participants with account balances	2014-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	117
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	125
Total participants	2013-01-01	125
Number of participants with account balances	2013-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5

Financial Data on SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,052,500
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,318,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,309,592
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,137,232
Value of total assets at end of year	2022-12-31	$21,655,752
Value of total assets at beginning of year	2022-12-31	$28,026,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,514
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$4,433
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$844,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$844,392
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,162,207
Participant contributions at end of year	2022-12-31	$44,437
Participant contributions at beginning of year	2022-12-31	$48,131
Participant contributions at end of year	2022-12-31	$56,860
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$43,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-43,225
Administrative expenses (other) incurred	2022-12-31	$8,514
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$90,634
Total non interest bearing cash at beginning of year	2022-12-31	$36,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-6,370,606
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,655,752
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,026,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,277,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,977,009
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$4,302
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$2,700,288
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,518,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$131
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,059,501
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$64,169
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$931,899
Employer contributions (assets) at end of year	2022-12-31	$485,756
Employer contributions (assets) at beginning of year	2022-12-31	$446,218
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,309,592
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2022-12-31	202122306
2021 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,279,816
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$856,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$849,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,166,044
Value of total assets at end of year	2021-12-31	$28,026,358
Value of total assets at beginning of year	2021-12-31	$23,603,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,064
Total interest from all sources	2021-12-31	$1,393
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,384,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,384,603
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,090,299
Participant contributions at end of year	2021-12-31	$48,131
Participant contributions at beginning of year	2021-12-31	$29,911
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$146,439
Total non interest bearing cash at end of year	2021-12-31	$36,138
Total non interest bearing cash at beginning of year	2021-12-31	$2,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,422,928
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,026,358
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,603,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,977,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,375,282
Interest on participant loans	2021-12-31	$1,393
Value of interest in common/collective trusts at end of year	2021-12-31	$3,518,862
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,743,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,668,946
Net investment gain or loss from common/collective trusts	2021-12-31	$58,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$929,306
Employer contributions (assets) at end of year	2021-12-31	$446,218
Employer contributions (assets) at beginning of year	2021-12-31	$452,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$849,824
Contract administrator fees	2021-12-31	$7,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2021-12-31	202122306
2020 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,972,698
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$762,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$759,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,005,405
Value of total assets at end of year	2020-12-31	$23,603,430
Value of total assets at beginning of year	2020-12-31	$19,392,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,633
Total interest from all sources	2020-12-31	$2,124
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$626,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$626,013
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,070,982
Participant contributions at end of year	2020-12-31	$29,911
Participant contributions at beginning of year	2020-12-31	$45,715
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,245
Total non interest bearing cash at end of year	2020-12-31	$2,513
Total non interest bearing cash at beginning of year	2020-12-31	$575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,210,497
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,603,430
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,392,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,375,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,114,872
Interest on participant loans	2020-12-31	$2,124
Value of interest in common/collective trusts at end of year	2020-12-31	$3,743,357
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,841,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,282,277
Net investment gain or loss from common/collective trusts	2020-12-31	$56,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$932,178
Employer contributions (assets) at end of year	2020-12-31	$452,367
Employer contributions (assets) at beginning of year	2020-12-31	$390,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$759,568
Contract administrator fees	2020-12-31	$2,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2020-12-31	202122306
2019 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,966,777
Total income from all sources (including contributions)	2019-12-31	$4,966,777
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$706,097
Total of all expenses incurred	2019-12-31	$706,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$703,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$703,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,892,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,892,932
Value of total assets at end of year	2019-12-31	$19,392,933
Value of total assets at end of year	2019-12-31	$19,392,933
Value of total assets at beginning of year	2019-12-31	$15,132,253
Value of total assets at beginning of year	2019-12-31	$15,132,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,411
Total interest from all sources	2019-12-31	$3,067
Total interest from all sources	2019-12-31	$3,067
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$602,696
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$602,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$602,696
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$602,696
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$911,719
Contributions received from participants	2019-12-31	$911,719
Participant contributions at end of year	2019-12-31	$45,715
Participant contributions at end of year	2019-12-31	$45,715
Participant contributions at beginning of year	2019-12-31	$77,446
Participant contributions at beginning of year	2019-12-31	$77,446
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$183,544
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$183,544
Total non interest bearing cash at end of year	2019-12-31	$575
Total non interest bearing cash at end of year	2019-12-31	$575
Total non interest bearing cash at beginning of year	2019-12-31	$285
Total non interest bearing cash at beginning of year	2019-12-31	$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,260,680
Value of net income/loss	2019-12-31	$4,260,680
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,392,933
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,392,933
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,132,253
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,132,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,114,872
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,114,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,014,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,014,137
Interest on participant loans	2019-12-31	$3,067
Value of interest in common/collective trusts at end of year	2019-12-31	$1,841,415
Value of interest in common/collective trusts at end of year	2019-12-31	$1,841,415
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,724,609
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,724,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,422,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,422,889
Net investment gain or loss from common/collective trusts	2019-12-31	$45,193
Net investment gain or loss from common/collective trusts	2019-12-31	$45,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$797,669
Contributions received in cash from employer	2019-12-31	$797,669
Employer contributions (assets) at end of year	2019-12-31	$390,356
Employer contributions (assets) at end of year	2019-12-31	$390,356
Employer contributions (assets) at beginning of year	2019-12-31	$315,776
Employer contributions (assets) at beginning of year	2019-12-31	$315,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$703,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$703,686
Contract administrator fees	2019-12-31	$2,411
Contract administrator fees	2019-12-31	$2,411
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GBQ PARTNERS, LLC
Accountancy firm name	2019-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2019-12-31	202122306
Accountancy firm EIN	2019-12-31	202122306
2018 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$136,429
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	$2,363,001
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$560,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$558,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,995,052
Value of total assets at end of year	2018-12-31	$15,132,253
Value of total assets at beginning of year	2018-12-31	$13,193,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,558
Total interest from all sources	2018-12-31	$3,373
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$708,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$708,530
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$781,809
Participant contributions at end of year	2018-12-31	$77,446
Participant contributions at beginning of year	2018-12-31	$22,010
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,537,629
Total non interest bearing cash at end of year	2018-12-31	$285
Total non interest bearing cash at beginning of year	2018-12-31	$210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,802,171
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,132,253
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,193,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,014,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,808,878
Interest on participant loans	2018-12-31	$3,373
Value of interest in common/collective trusts at end of year	2018-12-31	$1,724,609
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,105,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,391,985
Net investment gain or loss from common/collective trusts	2018-12-31	$48,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$675,614
Employer contributions (assets) at end of year	2018-12-31	$315,776
Employer contributions (assets) at beginning of year	2018-12-31	$256,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$558,272
Contract administrator fees	2018-12-31	$2,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2018-12-31	202122306
2017 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,843,413
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$226,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$224,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,199,779
Value of total assets at end of year	2017-12-31	$13,193,653
Value of total assets at beginning of year	2017-12-31	$10,576,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,290
Total interest from all sources	2017-12-31	$952
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$460,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$460,193
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$647,326
Participant contributions at end of year	2017-12-31	$22,010
Participant contributions at beginning of year	2017-12-31	$19,645
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,986
Total non interest bearing cash at end of year	2017-12-31	$210
Total non interest bearing cash at beginning of year	2017-12-31	$289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,617,112
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,193,653
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,576,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,808,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,087,047
Interest on participant loans	2017-12-31	$952
Value of interest in common/collective trusts at end of year	2017-12-31	$2,105,788
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,243,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,135,950
Net investment gain or loss from common/collective trusts	2017-12-31	$46,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$547,467
Employer contributions (assets) at end of year	2017-12-31	$256,767
Employer contributions (assets) at beginning of year	2017-12-31	$226,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$224,011
Contract administrator fees	2017-12-31	$2,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2017-12-31	202122306
2016 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,617,997
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$517,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$515,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,044,525
Value of total assets at end of year	2016-12-31	$10,576,541
Value of total assets at beginning of year	2016-12-31	$9,476,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,640
Total interest from all sources	2016-12-31	$700
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$266,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$266,430
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$567,186
Participant contributions at end of year	2016-12-31	$19,645
Participant contributions at beginning of year	2016-12-31	$11,989
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$8,525
Total non interest bearing cash at end of year	2016-12-31	$289
Total non interest bearing cash at beginning of year	2016-12-31	$24,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,100,103
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,576,541
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,476,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,087,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,894,108
Interest on participant loans	2016-12-31	$700
Value of interest in common/collective trusts at end of year	2016-12-31	$2,243,448
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,346,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$268,088
Net investment gain or loss from common/collective trusts	2016-12-31	$38,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$468,814
Employer contributions (assets) at end of year	2016-12-31	$226,112
Employer contributions (assets) at beginning of year	2016-12-31	$199,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$515,254
Contract administrator fees	2016-12-31	$2,640
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2016-12-31	202122306
2015 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$995,742
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$271,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$269,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$945,796
Value of total assets at end of year	2015-12-31	$9,476,438
Value of total assets at beginning of year	2015-12-31	$8,752,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,260
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$433,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$433,982
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$518,439
Participant contributions at end of year	2015-12-31	$11,989
Participant contributions at beginning of year	2015-12-31	$6,778
Total non interest bearing cash at end of year	2015-12-31	$24,232
Total non interest bearing cash at beginning of year	2015-12-31	$3,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$723,920
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,476,438
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,752,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,894,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,705,447
Value of interest in common/collective trusts at end of year	2015-12-31	$1,346,499
Value of interest in common/collective trusts at beginning of year	2015-12-31	$859,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-408,549
Net investment gain or loss from common/collective trusts	2015-12-31	$24,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$427,357
Employer contributions (assets) at end of year	2015-12-31	$199,610
Employer contributions (assets) at beginning of year	2015-12-31	$177,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$269,562
Contract administrator fees	2015-12-31	$2,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2015-12-31	202122306
2014 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,357,855
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$30,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$28,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$881,362
Value of total assets at end of year	2014-12-31	$8,752,518
Value of total assets at beginning of year	2014-12-31	$7,424,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,558
Total interest from all sources	2014-12-31	$221
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$436,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$436,045
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$481,287
Participant contributions at end of year	2014-12-31	$6,778
Participant contributions at beginning of year	2014-12-31	$6,845
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$20,481
Total non interest bearing cash at end of year	2014-12-31	$3,289
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,327,773
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,752,518
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,424,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,705,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,981,424
Interest on participant loans	2014-12-31	$221
Value of interest in common/collective trusts at end of year	2014-12-31	$859,958
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$256,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$82,956
Net investment gain/loss from pooled separate accounts	2014-12-31	$-59,038
Net investment gain or loss from common/collective trusts	2014-12-31	$16,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$379,594
Employer contributions (assets) at end of year	2014-12-31	$177,046
Employer contributions (assets) at beginning of year	2014-12-31	$180,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$28,524
Contract administrator fees	2014-12-31	$1,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2014-12-31	202122306
2013 : SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,109,016
Total of all expenses incurred	2013-12-31	$235,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$233,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$818,389
Value of total assets at end of year	2013-12-31	$7,424,745
Value of total assets at beginning of year	2013-12-31	$5,551,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,175
Total interest from all sources	2013-12-31	$66,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$436,707
Participant contributions at end of year	2013-12-31	$6,845
Participant contributions at beginning of year	2013-12-31	$20,288
Participant contributions at beginning of year	2013-12-31	$754
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$16,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,873,059
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,424,745
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,551,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$375
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,981,424
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,000,854
Interest on participant loans	2013-12-31	$501
Interest earned on other investments	2013-12-31	$65,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$256,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$311,868
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,224,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$365,377
Employer contributions (assets) at end of year	2013-12-31	$180,050
Employer contributions (assets) at beginning of year	2013-12-31	$217,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$233,782
Contract administrator fees	2013-12-31	$1,800
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GBQ PARTNERS, LLC
Accountancy firm EIN	2013-12-31	202122306

Form 5500 Responses for SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST

2022: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUPERIOR CREDIT UNION, INC. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH1206

Policy instance

Insurance contract or identification number	GH1206
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-01-20
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORP

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH1206

Policy instance

Insurance contract or identification number	GH1206
Number of Individuals Covered	133
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $15,745
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $15,745
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORP

Potentially related plans

SUPERIOR CREDIT UNION DEFINED BENEFIT PLAN AND TRUST [EIN = 231514461]

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Company Name:	SUPERIOR CREDIT UNION, INC.
Employer identification number (EIN):	344455780
NAIC Classification:	522130
NAIC Description:	Credit Unions