U S 1364 FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST
401k plan membership statisitcs for U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST
Measure | Date | Value |
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2023: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2023 401k membership |
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Market value of plan assets | 2023-09-30 | 7,496,022 |
Acturial value of plan assets | 2023-09-30 | 7,496,022 |
Funding target for retired participants and beneficiaries receiving payment | 2023-09-30 | 0 |
Number of terminated vested participants | 2023-09-30 | 1 |
Fundng target for terminated vested participants | 2023-09-30 | 63,645 |
Active participant vested funding target | 2023-09-30 | 2,031,777 |
Number of active participants | 2023-09-30 | 13 |
Total funding liabilities for active participants | 2023-09-30 | 2,064,472 |
Total participant count | 2023-09-30 | 14 |
Total funding target for all participants | 2023-09-30 | 2,128,117 |
Balance at beginning of prior year after applicable adjustments | 2023-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-09-30 | 0 |
Amount remaining of carryover balance | 2023-09-30 | 0 |
Amount remaining of prefunding balance | 2023-09-30 | 0 |
Present value of excess contributions | 2023-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-09-30 | 0 |
Balance of carryovers at beginning of current year | 2023-09-30 | 0 |
Balance of prefunding at beginning of current year | 2023-09-30 | 0 |
Total employer contributions | 2023-09-30 | 0 |
Total employee contributions | 2023-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2023-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2023-09-30 | 192,583 |
Net shortfall amortization installment of oustanding balance | 2023-09-30 | 0 |
Waiver amortization installment | 2023-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-09-30 | 0 |
Additional cash requirement | 2023-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-09-30 | 0 |
Unpaid minimum required contributions for current year | 2023-09-30 | 0 |
Unpaid minimum required contributions for all years | 2023-09-30 | 0 |
2022: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2022 401k membership |
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Market value of plan assets | 2022-09-30 | 8,738,011 |
Acturial value of plan assets | 2022-09-30 | 8,738,011 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 0 |
Number of terminated vested participants | 2022-09-30 | 1 |
Fundng target for terminated vested participants | 2022-09-30 | 57,558 |
Active participant vested funding target | 2022-09-30 | 1,786,188 |
Number of active participants | 2022-09-30 | 13 |
Total funding liabilities for active participants | 2022-09-30 | 1,802,108 |
Total participant count | 2022-09-30 | 14 |
Total funding target for all participants | 2022-09-30 | 1,859,666 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 0 |
Present value of excess contributions | 2022-09-30 | 1,957,801 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 2,063,522 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 0 |
Total employer contributions | 2022-09-30 | 0 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 133,655 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 0 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Additional cash requirement | 2022-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2021 401k membership |
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Market value of plan assets | 2021-09-30 | 6,087,112 |
Acturial value of plan assets | 2021-09-30 | 6,087,112 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 0 |
Number of terminated vested participants | 2021-09-30 | 1 |
Fundng target for terminated vested participants | 2021-09-30 | 56,352 |
Active participant vested funding target | 2021-09-30 | 1,629,202 |
Number of active participants | 2021-09-30 | 15 |
Total funding liabilities for active participants | 2021-09-30 | 1,641,617 |
Total participant count | 2021-09-30 | 16 |
Total funding target for all participants | 2021-09-30 | 1,697,969 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 0 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 0 |
Present value of excess contributions | 2021-09-30 | 475,703 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 501,914 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 0 |
Total employer contributions | 2021-09-30 | 2,000,000 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 1,957,801 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 135,891 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 1,957,801 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2020 401k membership |
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Market value of plan assets | 2020-09-30 | 5,359,828 |
Acturial value of plan assets | 2020-09-30 | 5,359,828 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 0 |
Number of terminated vested participants | 2020-09-30 | 1 |
Fundng target for terminated vested participants | 2020-09-30 | 51,529 |
Active participant vested funding target | 2020-09-30 | 1,395,232 |
Number of active participants | 2020-09-30 | 15 |
Total funding liabilities for active participants | 2020-09-30 | 1,400,310 |
Total participant count | 2020-09-30 | 16 |
Total funding target for all participants | 2020-09-30 | 1,451,839 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 0 |
Present value of excess contributions | 2020-09-30 | 766,264 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 809,405 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 0 |
Total employer contributions | 2020-09-30 | 500,000 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 475,703 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 127,380 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 0 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Additional cash requirement | 2020-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 475,703 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2019 401k membership |
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Market value of plan assets | 2019-09-30 | 4,335,425 |
Acturial value of plan assets | 2019-09-30 | 4,335,425 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 0 |
Number of terminated vested participants | 2019-09-30 | 1 |
Fundng target for terminated vested participants | 2019-09-30 | 46,362 |
Active participant vested funding target | 2019-09-30 | 1,176,329 |
Number of active participants | 2019-09-30 | 13 |
Total funding liabilities for active participants | 2019-09-30 | 1,176,329 |
Total participant count | 2019-09-30 | 14 |
Total funding target for all participants | 2019-09-30 | 1,222,691 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 0 |
Present value of excess contributions | 2019-09-30 | 1,077,367 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 1,139,854 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 0 |
Total employer contributions | 2019-09-30 | 791,672 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 766,264 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 98,000 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 0 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 766,264 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2018 401k membership |
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Market value of plan assets | 2018-09-30 | 3,196,440 |
Acturial value of plan assets | 2018-09-30 | 3,196,440 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 0 |
Number of terminated vested participants | 2018-09-30 | 1 |
Fundng target for terminated vested participants | 2018-09-30 | 41,661 |
Active participant vested funding target | 2018-09-30 | 982,284 |
Number of active participants | 2018-09-30 | 12 |
Total funding liabilities for active participants | 2018-09-30 | 983,023 |
Total participant count | 2018-09-30 | 13 |
Total funding target for all participants | 2018-09-30 | 1,024,684 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 0 |
Present value of excess contributions | 2018-09-30 | 1,952,060 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 2,069,964 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 0 |
Total employer contributions | 2018-09-30 | 1,082,204 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 1,077,367 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 88,474 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 1,077,367 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2017 401k membership |
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Market value of plan assets | 2017-09-30 | 1,167,226 |
Acturial value of plan assets | 2017-09-30 | 1,167,226 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 0 |
Number of terminated vested participants | 2017-09-30 | 1 |
Fundng target for terminated vested participants | 2017-09-30 | 36,750 |
Active participant vested funding target | 2017-09-30 | 791,697 |
Number of active participants | 2017-09-30 | 11 |
Total funding liabilities for active participants | 2017-09-30 | 793,868 |
Total participant count | 2017-09-30 | 12 |
Total funding target for all participants | 2017-09-30 | 830,618 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 0 |
Amount remaining of prefunding balance | 2017-09-30 | 0 |
Present value of excess contributions | 2017-09-30 | 200,769 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 213,397 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
Balance of prefunding at beginning of current year | 2017-09-30 | 0 |
Total employer contributions | 2017-09-30 | 2,000,000 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 1,952,060 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 74,366 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 0 |
Waiver amortization installment | 2017-09-30 | 0 |
Waived amount of outstanding balance | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 1,952,060 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |