TEAM ONE CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEAM ONE CREDIT UNION CAPITAL ACCUMULATION PLAN
| Measure | Date | Value |
|---|
| 2013 : TEAM ONE CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets from this plan | 2013-12-31 | $7,251,166 |
| 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 | $1,596,570 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $958,317 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $882,065 |
| Value of total corrective distributions | 2013-12-31 | $31,805 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $604,142 |
| Value of total assets at end of year | 2013-12-31 | $0 |
| Value of total assets at beginning of year | 2013-12-31 | $6,612,913 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $44,447 |
| Total interest from all sources | 2013-12-31 | $28,353 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $73,938 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $73,938 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $329,470 |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $147,704 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $638,253 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,612,913 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,396,893 |
| Interest on participant loans | 2013-12-31 | $6,223 |
| Interest earned on other investments | 2013-12-31 | $22,130 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,115,960 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $952,356 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $640,676 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $249,461 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $274,672 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $882,065 |
| Contract administrator fees | 2013-12-31 | $44,447 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | REHMAN ACCOUNTING LLC |
| Accountancy firm EIN | 2013-12-31 | 383635706 |
| 2012 : TEAM ONE CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,285,572 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $349,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $312,241 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $668,280 |
| Value of total assets at end of year | 2012-12-31 | $6,612,913 |
| Value of total assets at beginning of year | 2012-12-31 | $5,676,575 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,993 |
| Total interest from all sources | 2012-12-31 | $33,696 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $79,794 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $79,794 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $293,285 |
| Participant contributions at end of year | 2012-12-31 | $147,704 |
| Participant contributions at beginning of year | 2012-12-31 | $162,097 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $132,337 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $936,338 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,612,913 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,676,575 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,396,893 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,467,753 |
| Interest on participant loans | 2012-12-31 | $6,536 |
| Interest earned on other investments | 2012-12-31 | $27,160 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,115,960 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,890,629 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $952,356 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,156,096 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $286,241 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $217,561 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $242,658 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $312,241 |
| Contract administrator fees | 2012-12-31 | $36,993 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | REHMAN ACCOUNTING LLC |
| Accountancy firm EIN | 2012-12-31 | 383635706 |
| 2011 : TEAM ONE CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $555,540 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $702,402 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $662,982 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $505,912 |
| Value of total assets at end of year | 2011-12-31 | $5,676,575 |
| Value of total assets at beginning of year | 2011-12-31 | $5,823,437 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $39,420 |
| Total interest from all sources | 2011-12-31 | $32,826 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $64,423 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $64,423 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $273,978 |
| Participant contributions at end of year | 2011-12-31 | $162,097 |
| Participant contributions at beginning of year | 2011-12-31 | $160,005 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-146,862 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,676,575 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,823,437 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,467,753 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,368,620 |
| Interest on participant loans | 2011-12-31 | $9,569 |
| Interest earned on other investments | 2011-12-31 | $23,257 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,890,629 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,978,312 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,156,096 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $316,500 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-75,059 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $27,438 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $231,934 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $662,982 |
| Contract administrator fees | 2011-12-31 | $39,420 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | CINDRICH MAHALIK |
| Accountancy firm EIN | 2011-12-31 | 382336859 |
| 2010 : TEAM ONE CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $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 | $1,121,017 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $168,596 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $128,920 |
| Value of total corrective distributions | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $491,229 |
| Value of total assets at end of year | 2010-12-31 | $5,823,437 |
| Value of total assets at beginning of year | 2010-12-31 | $4,871,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $39,676 |
| Total interest from all sources | 2010-12-31 | $3,656 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $73,031 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $73,031 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $259,684 |
| Participant contributions at end of year | 2010-12-31 | $160,005 |
| Participant contributions at beginning of year | 2010-12-31 | $63,444 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
| Other income not declared elsewhere | 2010-12-31 | $11,620 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $952,421 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,823,437 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,871,016 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,368,620 |
| Interest on participant loans | 2010-12-31 | $3,656 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,978,312 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $4,807,572 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $316,500 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $329,514 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $211,967 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $231,545 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $128,920 |
| Contract administrator fees | 2010-12-31 | $39,676 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | CINDRICH MAHALIK |
| Accountancy firm EIN | 2010-12-31 | 382336859 |
