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NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 401k Plan overview

Plan NameNOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM
Plan identification number 003

NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NOTRE DAME FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:NOTRE DAME FEDERAL CREDIT UNION
Employer identification number (EIN):350868189
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ANDREA KURTH ANDREA KURTH2018-08-21
0032016-01-01ANDREA KURTH ANDREA KURTH2017-10-16
0032015-01-01ANDREA KURTH ANDREA KURTH2016-10-14
0032014-01-01ANDE KURTH ANDE KURTH2015-10-13
0032013-01-01KAREN MOSCATO KAREN MOSCATO2014-10-10
0032012-01-01MATHEW DANIELS MATHEW DANIELS2013-10-15
0032011-01-01KAREN MOSCATO KAREN MOSCATO2012-07-24
0032009-01-01KAREN A. MOSCATO

Plan Statistics for NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM

401k plan membership statisitcs for NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM

Measure Date Value
2022: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-01245
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01266
Number of participants with account balances2022-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-01205
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01230
Number of participants with account balances2021-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-01204
Total number of active participants reported on line 7a of the Form 55002020-01-01182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01200
Number of participants with account balances2020-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01194
Number of participants with account balances2019-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-01186
Total number of active participants reported on line 7a of the Form 55002018-01-01175
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01193
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01173
Number of participants with account balances2017-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-01173
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01175
Number of participants with account balances2016-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01170
Number of participants with account balances2015-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01152
Number of participants with account balances2014-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-01175
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-01156
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01159
Number of participants with account balances2012-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-01128
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01137
Total participants2011-01-01137
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-01134
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 participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01143
Number of participants with account balances2009-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM

Measure Date Value
2022 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$467,584
Total of all expenses incurred2022-12-31$565,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$552,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,434,918
Value of total assets at end of year2022-12-31$12,142,495
Value of total assets at beginning of year2022-12-31$12,240,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,883
Total interest from all sources2022-12-31$19,824
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$256,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$256,152
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,189,802
Participant contributions at end of year2022-12-31$456,954
Participant contributions at beginning of year2022-12-31$312,922
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$434,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-97,822
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,142,495
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,240,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,665,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,905,911
Interest on participant loans2022-12-31$19,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,243,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$810,345
Employer contributions (assets) at end of year2022-12-31$20,144
Employer contributions (assets) at beginning of year2022-12-31$21,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$552,523
Contract administrator fees2022-12-31$12,883
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2021 401k financial data
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$120
Total income from all sources (including contributions)2021-12-31$3,450,185
Total of all expenses incurred2021-12-31$1,537,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,532,029
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,787,174
Value of total assets at end of year2021-12-31$12,240,317
Value of total assets at beginning of year2021-12-31$10,327,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,400
Total interest from all sources2021-12-31$17,402
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$904
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$904
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,052,703
Participant contributions at end of year2021-12-31$312,922
Participant contributions at beginning of year2021-12-31$370,828
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,912,756
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,240,317
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,327,561
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$11,905,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,941,289
Interest on participant loans2021-12-31$17,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,644,705
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$730,483
Employer contributions (assets) at end of year2021-12-31$21,484
Employer contributions (assets) at beginning of year2021-12-31$15,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,532,029
Contract administrator fees2021-12-31$5,400
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 name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$120
Total income from all sources (including contributions)2020-12-31$3,410,659
Total of all expenses incurred2020-12-31$722,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$715,934
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,905,921
Value of total assets at end of year2020-12-31$10,327,681
Value of total assets at beginning of year2020-12-31$7,639,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,379
Total interest from all sources2020-12-31$17,220
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$973,986
Participant contributions at end of year2020-12-31$370,828
Participant contributions at beginning of year2020-12-31$278,599
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$236,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,688,346
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,327,561
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,639,215
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$9,941,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,360,616
Interest on participant loans2020-12-31$17,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,487,518
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$695,867
Employer contributions (assets) at end of year2020-12-31$15,564
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$715,934
Contract administrator fees2020-12-31$6,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,399,107
Total of all expenses incurred2019-12-31$577,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$564,789
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,136,544
Value of total assets at end of year2019-12-31$7,639,215
Value of total assets at beginning of year2019-12-31$5,817,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,344
Total interest from all sources2019-12-31$15,977
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$189,696
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$189,696
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$702,581
Participant contributions at end of year2019-12-31$278,599
Participant contributions at beginning of year2019-12-31$182,403
Participant contributions at end of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,807
Value of other receiveables (less allowance for doubtful accounts) at end 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$1,821,974
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,639,215
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,817,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,360,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,634,838
Interest on participant loans2019-12-31$15,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,056,890
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$403,156
Employer contributions (assets) at end of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$564,789
Contract administrator fees2019-12-31$12,344
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 name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,351,981
Total of all expenses incurred2018-12-31$406,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$383,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,636,276
Value of total assets at end of year2018-12-31$5,817,241
Value of total assets at beginning of year2018-12-31$4,872,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,564
Total interest from all sources2018-12-31$6,775
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$154,357
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$154,357
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$604,544
Participant contributions at end of year2018-12-31$182,403
Participant contributions at beginning of year2018-12-31$103,844
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$672,830
Other income not declared elsewhere2018-12-31$980
Total non interest bearing cash at beginning of year2018-12-31$656
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$945,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,817,241
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,872,228
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$5,634,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,767,728
Interest on participant loans2018-12-31$6,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-446,407
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$358,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$383,404
Contract administrator fees2018-12-31$23,564
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,432,848
Total of all expenses incurred2017-12-31$486,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$476,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$818,979
Value of total assets at end of year2017-12-31$4,872,228
Value of total assets at beginning of year2017-12-31$3,926,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,205
Total interest from all sources2017-12-31$5,019
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$114,466
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$114,466
Administrative expenses professional fees incurred2017-12-31$4,788
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$490,163
Participant contributions at end of year2017-12-31$103,844
Participant contributions at beginning of year2017-12-31$50,475
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,294
Administrative expenses (other) incurred2017-12-31$5,417
Total non interest bearing cash at end of year2017-12-31$656
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$945,984
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,872,228
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,926,244
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$4,767,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,864,551
Interest on participant loans2017-12-31$5,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$494,384
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$311,522
Employer contributions (assets) at beginning of year2017-12-31$11,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$476,659
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 name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$958,683
Total of all expenses incurred2016-12-31$191,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$184,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$700,536
Value of total assets at end of year2016-12-31$3,926,244
Value of total assets at beginning of year2016-12-31$3,159,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,649
Total interest from all sources2016-12-31$1,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,424
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$428,343
Participant contributions at end of year2016-12-31$50,475
Participant contributions at beginning of year2016-12-31$45,672
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,775
Administrative expenses (other) incurred2016-12-31$2,225
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$767,239
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,926,244
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,159,005
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$3,864,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,113,333
Interest on participant loans2016-12-31$1,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$256,188
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$263,418
Employer contributions (assets) at end of year2016-12-31$11,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$184,795
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$542,821
Total of all expenses incurred2015-12-31$715,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$710,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$531,726
Value of total assets at end of year2015-12-31$3,159,005
Value of total assets at beginning of year2015-12-31$3,332,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,456
Total interest from all sources2015-12-31$1,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$375,477
Participant contributions at end of year2015-12-31$45,672
Participant contributions at beginning of year2015-12-31$68,633
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-173,048
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,159,005
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,332,053
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$3,113,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,263,420
Interest on participant loans2015-12-31$1,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$9,106
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$152,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$710,413
Contract administrator fees2015-12-31$5,456
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,034
Total income from all sources (including contributions)2014-12-31$872,841
Total of all expenses incurred2014-12-31$719,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$712,928
Value of total corrective distributions2014-12-31$1,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$608,392
Value of total assets at end of year2014-12-31$3,332,053
Value of total assets at beginning of year2014-12-31$3,184,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,258
Total interest from all sources2014-12-31$2,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,208
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$373,048
Participant contributions at end of year2014-12-31$68,633
Participant contributions at beginning of year2014-12-31$67,531
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$76,750
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$153,410
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,332,053
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,178,643
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$3,263,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,117,146
Income. Interest from loans (other than to participants)2014-12-31$2,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$262,310
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$158,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$712,928
Contract administrator fees2014-12-31$3,050
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$6,034
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,506
Total income from all sources (including contributions)2013-12-31$1,074,386
Total of all expenses incurred2013-12-31$862,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$850,312
Value of total corrective distributions2013-12-31$6,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$552,729
Value of total assets at end of year2013-12-31$3,184,677
Value of total assets at beginning of year2013-12-31$2,973,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,604
Total interest from all sources2013-12-31$3,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,954
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$385,118
Participant contributions at end of year2013-12-31$67,531
Participant contributions at beginning of year2013-12-31$106,174
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,839
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$211,964
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,178,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,966,679
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$3,117,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,867,011
Interest on participant loans2013-12-31$3,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$518,085
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$148,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$850,312
Contract administrator fees2013-12-31$3,650
Liabilities. Value of benefit claims payable at end of year2013-12-31$6,034
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$6,506
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,506
Total income from all sources (including contributions)2012-12-31$779,771
Total of all expenses incurred2012-12-31$230,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$221,342
Value of total corrective distributions2012-12-31$6,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$527,447
Value of total assets at end of year2012-12-31$2,973,185
Value of total assets at beginning of year2012-12-31$2,417,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,103
Total interest from all sources2012-12-31$5,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$380,586
Participant contributions at end of year2012-12-31$106,174
Participant contributions at beginning of year2012-12-31$136,935
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,408
Other income not declared elsewhere2012-12-31$1,086
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$548,820
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,966,679
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,417,859
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$2,867,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,699,233
Interest on participant loans2012-12-31$5,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$581,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$246,076
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$143,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$221,342
Contract administrator fees2012-12-31$3,103
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$6,506
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$372,706
Total of all expenses incurred2011-12-31$561,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$558,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$368,452
Value of total assets at end of year2011-12-31$2,417,859
Value of total assets at beginning of year2011-12-31$2,606,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,550
Total interest from all sources2011-12-31$24,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$251,576
Participant contributions at end of year2011-12-31$136,935
Participant contributions at beginning of year2011-12-31$163,166
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-188,762
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,417,859
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,606,621
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$1,699,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,744,124
Interest on participant loans2011-12-31$6,376
Interest earned on other investments2011-12-31$18,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$581,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$699,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-20,141
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$94,389
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$558,918
Contract administrator fees2011-12-31$2,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31JURGONSKI & FREDLAKE CPAS
Accountancy firm EIN2011-12-31351640896
2010 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$700,441
Total of all expenses incurred2010-12-31$248,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$245,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$490,671
Value of total assets at end of year2010-12-31$2,606,621
Value of total assets at beginning of year2010-12-31$2,154,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,975
Total interest from all sources2010-12-31$23,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$251,277
Participant contributions at end of year2010-12-31$163,166
Participant contributions at beginning of year2010-12-31$95,962
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$141,968
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$452,390
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,606,621
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,154,231
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$1,744,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,494,203
Interest on participant loans2010-12-31$4,934
Interest earned on other investments2010-12-31$18,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$699,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$564,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$186,208
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$97,426
Employer contributions (assets) at end of year2010-12-31$284
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$245,076
Contract administrator fees2010-12-31$2,975
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 name2010-12-31JURGONSKI & FREDLAKE CPA'S
Accountancy firm EIN2010-12-31351640896
2009 : NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM

2022: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0096-1
Policy instance 1
Insurance contract or identification number013-0096-1
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-01-05
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0096-1
Policy instance 1
Insurance contract or identification number013-0096-1
Number of Individuals Covered137
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0096-1
Policy instance 1
Insurance contract or identification number013-0096-1
Number of Individuals Covered136
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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