?>
Logo

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 401k Plan overview

Plan NameFINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN
Plan identification number 003

FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

FINANCIAL CENTER FIRST CREDIT has sponsored the creation of one or more 401k plans.

Company Name:FINANCIAL CENTER FIRST CREDIT
Employer identification number (EIN):350928620
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN

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
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GINA JOHNSON GINA JOHNSON2018-07-25
0032016-01-01JO KIEL JO KIEL2017-08-21
0032015-01-01JO KIEL JO KIEL2016-07-06
0032014-01-01JO KIEL JO KIEL2015-07-20
0032013-01-01JO KIEL
0032012-01-01JO KIEL JO KIEL2013-09-03
0032011-01-01JO KIEL JO KIEL2012-07-24
0032010-01-01JO KIEL JO KIEL2011-07-15
0032009-01-01JOSEPHINE KIEL JOSEPHINE KIEL2010-10-15

Plan Statistics for FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN

401k plan membership statisitcs for FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN

Measure Date Value
2022: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01241
Total number of active participants reported on line 7a of the Form 55002022-01-01167
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01233
Number of participants with account balances2022-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01223
Total number of active participants reported on line 7a of the Form 55002021-01-01170
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01234
Number of participants with account balances2021-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01226
Total number of active participants reported on line 7a of the Form 55002020-01-01176
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01222
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01159
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01198
Number of participants with account balances2019-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01201
Number of participants with account balances2018-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01176
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
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 balances2017-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01173
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
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 benefits2014-01-0146
Total of all active and inactive participants2014-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01164
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01161
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01109
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01144
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01149
Total number of active participants reported on line 7a of the Form 55002011-01-01110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01163
Total number of active participants reported on line 7a of the Form 55002010-01-01117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01143
Number of participants with account balances2010-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01162
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01160
Number of participants with account balances2009-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN

Measure Date Value
2022 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-768,505
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,152,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,105,848
Expenses. Certain deemed distributions of participant loans2022-12-31$1,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,256,830
Value of total assets at end of year2022-12-31$12,842,091
Value of total assets at beginning of year2022-12-31$14,762,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,000
Total interest from all sources2022-12-31$7,876
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$433,605
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$433,605
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$900,580
Participant contributions at end of year2022-12-31$106,414
Participant contributions at beginning of year2022-12-31$132,832
Administrative expenses (other) incurred2022-12-31$45,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,920,651
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,842,091
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,762,742
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$11,678,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,802,248
Interest on participant loans2022-12-31$7,876
Value of interest in common/collective trusts at end of year2022-12-31$1,056,830
Value of interest in common/collective trusts at beginning of year2022-12-31$827,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,483,625
Net investment gain or loss from common/collective trusts2022-12-31$16,809
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$356,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,105,848
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 name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$813
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,392,036
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,882,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,808,358
Expenses. Certain deemed distributions of participant loans2021-12-31$33,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,617,863
Value of total assets at end of year2021-12-31$14,762,742
Value of total assets at beginning of year2021-12-31$12,252,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,852
Total interest from all sources2021-12-31$10,269
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$675,937
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$675,937
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$895,048
Participant contributions at end of year2021-12-31$132,832
Participant contributions at beginning of year2021-12-31$248,238
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,359,229
Administrative expenses (other) incurred2021-12-31$40,852
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$2,509,172
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,762,742
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,252,757
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$13,802,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,296,491
Interest on participant loans2021-12-31$10,269
Value of interest in common/collective trusts at end of year2021-12-31$827,662
Value of interest in common/collective trusts at beginning of year2021-12-31$708,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,075,836
Net investment gain or loss from common/collective trusts2021-12-31$12,131
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$363,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,808,358
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 name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,545,267
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$689,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$656,086
Value of total corrective distributions2020-12-31$163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,235,848
Value of total assets at end of year2020-12-31$12,252,757
Value of total assets at beginning of year2020-12-31$9,396,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,057
Total interest from all sources2020-12-31$13,914
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$463,955
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$463,955
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 period2020-12-31No
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$786,054
Participant contributions at end of year2020-12-31$248,238
Participant contributions at beginning of year2020-12-31$244,487
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,131,166
Administrative expenses (other) incurred2020-12-31$33,057
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$2,855,961
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,252,757
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,396,796
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$11,296,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,543,015
Interest on participant loans2020-12-31$13,914
Value of interest in common/collective trusts at end of year2020-12-31$708,028
Value of interest in common/collective trusts at beginning of year2020-12-31$609,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$817,894
Net investment gain or loss from common/collective trusts2020-12-31$13,656
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$318,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$656,086
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 name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,629,229
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$627,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$593,313
Expenses. Certain deemed distributions of participant loans2019-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,022,751
Value of total assets at end of year2019-12-31$9,396,796
Value of total assets at beginning of year2019-12-31$7,395,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,369
Total interest from all sources2019-12-31$10,040
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$271,537
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$271,537
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$679,193
Participant contributions at end of year2019-12-31$244,487
Participant contributions at beginning of year2019-12-31$173,485
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,362
Administrative expenses (other) incurred2019-12-31$34,369
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$2,001,545
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,396,796
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,395,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,543,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,996,162
Value of interest in pooled separate accounts at beginning of year2019-12-31$31,185
Interest on participant loans2019-12-31$10,040
Value of interest in common/collective trusts at end of year2019-12-31$609,294
Value of interest in common/collective trusts at beginning of year2019-12-31$194,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,316,597
Net investment gain or loss from common/collective trusts2019-12-31$8,304
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$289,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$593,313
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 name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
2018 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$445,382
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$367,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$342,055
Expenses. Certain deemed distributions of participant loans2018-12-31$1,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$900,892
Value of total assets at end of year2018-12-31$7,395,251
Value of total assets at beginning of year2018-12-31$7,317,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,563
Total interest from all sources2018-12-31$7,033
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$315,507
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$315,507
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$597,781
Participant contributions at end of year2018-12-31$173,485
Participant contributions at beginning of year2018-12-31$93,436
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,791
Other income not declared elsewhere2018-12-31$1,415
Administrative expenses (other) incurred2018-12-31$23,563
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$77,993
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,395,251
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,317,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,996,162
Value of interest in pooled separate accounts at end of year2018-12-31$31,185
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,126,114
Interest on participant loans2018-12-31$7,033
Value of interest in common/collective trusts at end of year2018-12-31$194,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$97,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-785,161
Net investment gain/loss from pooled separate accounts2018-12-31$1,472
Net investment gain or loss from common/collective trusts2018-12-31$4,224
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$254,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$342,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,744,605
Total of all expenses incurred2017-12-31$1,131,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,114,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$728,207
Value of total assets at end of year2017-12-31$7,317,258
Value of total assets at beginning of year2017-12-31$6,704,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,941
Total interest from all sources2017-12-31$5,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,635
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$505,214
Participant contributions at end of year2017-12-31$93,436
Participant contributions at beginning of year2017-12-31$129,071
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$2,822
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$612,899
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,317,258
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,704,359
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
Investment advisory and management fees2017-12-31$14,105
Value of interest in pooled separate accounts at end of year2017-12-31$7,126,114
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,431,104
Interest on participant loans2017-12-31$4,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$97,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$144,184
Net investment gain/loss from pooled separate accounts2017-12-31$1,008,042
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$222,993
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,114,765
Contract administrator fees2017-12-31$1,201
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 name2017-12-31MCM CPAS & ADVISORS, LLP
Accountancy firm EIN2017-12-31271235638
2016 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,169,497
Total of all expenses incurred2016-12-31$320,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$302,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$701,801
Value of total assets at end of year2016-12-31$6,704,359
Value of total assets at beginning of year2016-12-31$5,855,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,934
Total interest from all sources2016-12-31$5,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$489,080
Participant contributions at end of year2016-12-31$129,071
Participant contributions at beginning of year2016-12-31$107,658
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$356
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$897
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$848,675
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,704,359
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,855,684
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 pooled separate accounts at end of year2016-12-31$6,431,104
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,610,203
Interest on participant loans2016-12-31$4,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$144,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$137,358
Net investment gain/loss from pooled separate accounts2016-12-31$462,257
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$211,824
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$302,888
Contract administrator fees2016-12-31$17,934
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 name2016-12-31KB PARRISH & CO LLP
Accountancy firm EIN2016-12-31350905983
2015 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$675,254
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,049,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$995,159
Expenses. Certain deemed distributions of participant loans2015-12-31$37,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$743,901
Value of total assets at end of year2015-12-31$5,855,684
Value of total assets at beginning of year2015-12-31$6,230,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,578
Total interest from all sources2015-12-31$6,354
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$513,667
Participant contributions at end of year2015-12-31$107,658
Participant contributions at beginning of year2015-12-31$143,074
Participant contributions at end of year2015-12-31$356
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-374,505
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,855,684
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,230,189
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 pooled separate accounts at end of year2015-12-31$5,610,203
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,876,772
Interest on participant loans2015-12-31$6,354
Income. Interest from loans (other than to participants)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$137,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$210,343
Net investment gain/loss from pooled separate accounts2015-12-31$-75,001
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$221,698
Employer contributions (assets) at end of year2015-12-31$109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$995,159
Contract administrator fees2015-12-31$17,578
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 name2015-12-31KB PARRISH & CO LLP
Accountancy firm EIN2015-12-31350905983
2014 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$940,459
Total of all expenses incurred2014-12-31$551,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$533,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$636,949
Value of total assets at end of year2014-12-31$6,230,189
Value of total assets at beginning of year2014-12-31$5,841,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,227
Total interest from all sources2014-12-31$6,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$433,921
Participant contributions at end of year2014-12-31$143,074
Participant contributions at beginning of year2014-12-31$141,884
Administrative expenses (other) incurred2014-12-31$3,018
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$388,492
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,230,189
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,841,697
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
Investment advisory and management fees2014-12-31$15,209
Value of interest in pooled separate accounts at end of year2014-12-31$5,876,772
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,503,792
Interest on participant loans2014-12-31$5,945
Interest earned on other investments2014-12-31$535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$210,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$196,021
Net investment gain/loss from pooled separate accounts2014-12-31$297,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$203,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$533,740
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 name2014-12-31KB PARRISH & CO LLP
Accountancy firm EIN2014-12-31350905983
2013 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$674,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,402,498
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$851,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$832,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$590,031
Value of total assets at end of year2013-12-31$5,841,697
Value of total assets at beginning of year2013-12-31$4,615,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,248
Total interest from all sources2013-12-31$5,757
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$402,391
Assets. Loans (other than to participants) at end of year2013-12-31$141,884
Assets. Loans (other than to participants) at beginning of year2013-12-31$106,673
Administrative expenses (other) incurred2013-12-31$6,801
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$550,978
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,841,697
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,615,823
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
Investment advisory and management fees2013-12-31$12,447
Value of interest in pooled separate accounts at end of year2013-12-31$5,503,792
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,327,705
Interest on participant loans2013-12-31$4,901
Interest earned on other investments2013-12-31$856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$196,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$181,445
Net investment gain/loss from pooled separate accounts2013-12-31$806,710
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$187,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$832,272
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 name2013-12-31KB PARRISH & CO., LLP
Accountancy firm EIN2013-12-31350905983
2012 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,063,714
Total of all expenses incurred2012-12-31$330,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$314,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$538,059
Value of total assets at end of year2012-12-31$4,615,823
Value of total assets at beginning of year2012-12-31$3,882,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,921
Total interest from all sources2012-12-31$5,375
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$372,957
Participant contributions at end of year2012-12-31$106,673
Participant contributions at beginning of year2012-12-31$158,687
Administrative expenses (other) incurred2012-12-31$15,921
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$732,841
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,615,823
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,882,982
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 pooled separate accounts at end of year2012-12-31$4,327,705
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,534,823
Interest on participant loans2012-12-31$5,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$181,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$189,472
Net investment gain/loss from pooled separate accounts2012-12-31$520,280
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$165,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$314,952
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 name2012-12-31KB PARRISH & CO LLP
Accountancy firm EIN2012-12-31350905983
2011 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$433,140
Total of all expenses incurred2011-12-31$342,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$327,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$517,044
Value of total assets at end of year2011-12-31$3,882,982
Value of total assets at beginning of year2011-12-31$3,792,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,022
Total interest from all sources2011-12-31$7,759
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$341,027
Participant contributions at end of year2011-12-31$158,687
Participant contributions at beginning of year2011-12-31$191,345
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,717
Administrative expenses (other) incurred2011-12-31$15,022
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$90,263
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,882,982
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,792,719
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
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$3,534,823
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,420,183
Interest on participant loans2011-12-31$7,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$189,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$181,191
Net investment gain/loss from pooled separate accounts2011-12-31$-91,663
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$155,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$327,855
Contract administrator fees2011-12-31$0
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 name2011-12-31KB PARRISH & CO LLP
Accountancy firm EIN2011-12-31350905983
2010 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$813,111
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$490,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$473,991
Value of total corrective distributions2010-12-31$10,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$354,023
Value of total assets at end of year2010-12-31$3,792,719
Value of total assets at beginning of year2010-12-31$3,470,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,628
Total interest from all sources2010-12-31$11,147
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$252,761
Participant contributions at end of year2010-12-31$191,345
Participant contributions at beginning of year2010-12-31$117,233
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,967
Administrative expenses (other) incurred2010-12-31$19
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$322,623
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,792,719
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,470,096
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 pooled separate accounts at end of year2010-12-31$3,420,183
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,175,502
Interest on participant loans2010-12-31$7,632
Interest earned on other investments2010-12-31$3,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$181,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$177,361
Net investment gain/loss from pooled separate accounts2010-12-31$447,941
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$91,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$473,991
Contract administrator fees2010-12-31$5,609
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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 name2010-12-31KB PARRISH & CO LLP
Accountancy firm EIN2010-12-31350905983
2009 : FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN

2022: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FINANCIAL CENTER FIRST CREDIT UNION 401(K) / PS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number52121
Policy instance 1
Insurance contract or identification number52121
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number52121
Policy instance 2
Insurance contract or identification number52121
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51959
Policy instance 1
Insurance contract or identification number51959
Number of Individuals Covered173
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,048
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3413
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameBKD WEALTH ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number52121
Policy instance 2
Insurance contract or identification number52121
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51959
Policy instance 1
Insurance contract or identification number51959
Number of Individuals Covered162
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,417
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15037
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?7
Insurance broker nameBKD LLP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number52121
Policy instance 2
Insurance contract or identification number52121
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51959
Policy instance 1
Insurance contract or identification number51959
Number of Individuals Covered163
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,123
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15209
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?7
Insurance broker nameBKD LLP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP52121
Policy instance 2
Insurance contract or identification numberGP52121
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51959
Policy instance 1
Insurance contract or identification number51959
Number of Individuals Covered161
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,936
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14492
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?7
Insurance broker nameBKD, LLP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number52121
Policy instance 2
Insurance contract or identification number52121
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51959
Policy instance 1
Insurance contract or identification number51959
Number of Individuals Covered144
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,287
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10790
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?7
Insurance broker nameBKD LLP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number52121
Policy instance 2
Insurance contract or identification number52121
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51959
Policy instance 1
Insurance contract or identification number51959
Number of Individuals Covered144
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 $13,728
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number52121
Policy instance 2
Insurance contract or identification number52121
Number of Individuals Covered3
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51959
Policy instance 1
Insurance contract or identification number51959
Number of Individuals Covered134
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 $814
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees780
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker nameVANGUARD GROUP, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3