SUMMIT CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN
| Measure | Date | Value |
|---|
| 2023 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $27,853,440 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $6,855,633 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $6,622,528 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $11,528,386 |
| Value of total assets at end of year | 2023-12-31 | $105,749,226 |
| Value of total assets at beginning of year | 2023-12-31 | $84,751,419 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $233,105 |
| Total interest from all sources | 2023-12-31 | $139,156 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,884,668 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,884,668 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $4,359,893 |
| Participant contributions at end of year | 2023-12-31 | $816,754 |
| Participant contributions at beginning of year | 2023-12-31 | $613,114 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,994,982 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $20,997,807 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $105,749,226 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $84,751,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $88,032,538 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $68,433,296 |
| Interest on participant loans | 2023-12-31 | $43,846 |
| Interest earned on other investments | 2023-12-31 | $95,310 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $12,548,641 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $10,240,322 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $4,351,293 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $5,464,687 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $12,632,307 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,668,923 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $5,173,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $6,622,528 |
| Contract administrator fees | 2023-12-31 | $189,940 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $27,853,440 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $6,855,633 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $6,622,528 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $11,528,386 |
| Value of total assets at end of year | 2023-01-01 | $105,749,226 |
| Value of total assets at beginning of year | 2023-01-01 | $84,751,419 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $233,105 |
| Total interest from all sources | 2023-01-01 | $139,156 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,884,668 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,884,668 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $4,359,893 |
| Participant contributions at end of year | 2023-01-01 | $816,754 |
| Participant contributions at beginning of year | 2023-01-01 | $613,114 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $1,994,982 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $20,997,807 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $105,749,226 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $84,751,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $88,032,538 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $68,433,296 |
| Interest on participant loans | 2023-01-01 | $43,846 |
| Interest earned on other investments | 2023-01-01 | $95,310 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $12,548,641 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $10,240,322 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $4,351,293 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $5,464,687 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $12,632,307 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $1,668,923 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $5,173,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $6,622,528 |
| Contract administrator fees | 2023-01-01 | $189,940 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
| 2022 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-7,542,344 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $4,157,079 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,953,831 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,656,352 |
| Value of total assets at end of year | 2022-12-31 | $84,751,419 |
| Value of total assets at beginning of year | 2022-12-31 | $96,450,842 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $203,248 |
| Total interest from all sources | 2022-12-31 | $109,077 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,068,114 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,068,114 |
| Administrative expenses professional fees incurred | 2022-12-31 | $10,702 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $3,642,805 |
| Participant contributions at end of year | 2022-12-31 | $613,114 |
| Participant contributions at beginning of year | 2022-12-31 | $528,933 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $592,672 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-11,699,423 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $84,751,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $96,450,842 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $68,433,296 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $79,474,558 |
| Interest on participant loans | 2022-12-31 | $28,082 |
| Interest earned on other investments | 2022-12-31 | $80,995 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $10,240,322 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $11,562,124 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $5,464,687 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $4,885,227 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-16,589,162 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,786,725 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $4,420,875 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,953,831 |
| Contract administrator fees | 2022-12-31 | $192,546 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-7,542,344 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $4,157,079 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $3,953,831 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $8,656,352 |
| Value of total assets at end of year | 2022-01-01 | $84,751,419 |
| Value of total assets at beginning of year | 2022-01-01 | $96,450,842 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $203,248 |
| Total interest from all sources | 2022-01-01 | $109,077 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $2,068,114 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $2,068,114 |
| Administrative expenses professional fees incurred | 2022-01-01 | $10,702 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $3,642,805 |
| Participant contributions at end of year | 2022-01-01 | $613,114 |
| Participant contributions at beginning of year | 2022-01-01 | $528,933 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $592,672 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-11,699,423 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $84,751,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $96,450,842 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $68,433,296 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $79,474,558 |
| Interest on participant loans | 2022-01-01 | $28,082 |
| Interest earned on other investments | 2022-01-01 | $80,995 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $10,240,322 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $11,562,124 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $5,464,687 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $4,885,227 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-16,589,162 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-1,786,725 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $4,420,875 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $3,953,831 |
| Contract administrator fees | 2022-01-01 | $192,546 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
| 2021 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $19,536,455 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $4,198,736 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,986,187 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,515,152 |
| Value of total assets at end of year | 2021-12-31 | $96,450,842 |
| Value of total assets at beginning of year | 2021-12-31 | $81,113,123 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $212,549 |
| Total interest from all sources | 2021-12-31 | $95,108 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,494,059 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,494,059 |
| Administrative expenses professional fees incurred | 2021-12-31 | $7,175 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $3,266,301 |
| Participant contributions at end of year | 2021-12-31 | $528,933 |
| Participant contributions at beginning of year | 2021-12-31 | $542,347 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $349,886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $15,337,719 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $96,450,842 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $81,113,123 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $79,474,558 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $65,663,584 |
| Interest on participant loans | 2021-12-31 | $28,739 |
| Interest earned on other investments | 2021-12-31 | $66,369 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $11,562,124 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $10,093,784 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $4,885,227 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $4,813,408 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,083,815 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,348,321 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,898,965 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,986,187 |
| Contract administrator fees | 2021-12-31 | $205,374 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $17,897,299 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $2,712,575 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,541,410 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,675,498 |
| Value of total assets at end of year | 2020-12-31 | $81,113,123 |
| Value of total assets at beginning of year | 2020-12-31 | $65,928,399 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $171,165 |
| Total interest from all sources | 2020-12-31 | $112,545 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,362,696 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,362,696 |
| Administrative expenses professional fees incurred | 2020-12-31 | $6,799 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $2,977,675 |
| Participant contributions at end of year | 2020-12-31 | $542,347 |
| Participant contributions at beginning of year | 2020-12-31 | $539,330 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $47,223 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $15,184,724 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $81,113,123 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $65,928,399 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $65,663,584 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $51,898,414 |
| Interest on participant loans | 2020-12-31 | $31,860 |
| Interest earned on other investments | 2020-12-31 | $80,685 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $10,093,784 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $9,493,943 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $4,813,408 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,996,712 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,541,016 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,205,544 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $3,650,600 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,541,410 |
| Contract administrator fees | 2020-12-31 | $164,366 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at 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 | $17,244,674 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $2,589,768 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,437,670 |
| Value of total corrective distributions | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,714,811 |
| Value of total assets at end of year | 2019-12-31 | $65,928,399 |
| Value of total assets at beginning of year | 2019-12-31 | $51,273,493 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $152,098 |
| Total interest from all sources | 2019-12-31 | $107,252 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,109,994 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,109,994 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $2,425,925 |
| Participant contributions at end of year | 2019-12-31 | $539,330 |
| Participant contributions at beginning of year | 2019-12-31 | $520,645 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $280,549 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $14,654,906 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $65,928,399 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $51,273,493 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $51,898,414 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $39,378,309 |
| Interest on participant loans | 2019-12-31 | $31,181 |
| Interest earned on other investments | 2019-12-31 | $76,071 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $9,493,943 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,545,452 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,996,712 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,829,087 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,751,023 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,561,594 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $3,008,337 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,437,670 |
| Contract administrator fees | 2019-12-31 | $152,098 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| 2018 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $3,078,199 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,660,324 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,451,082 |
| Value of total corrective distributions | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,996,775 |
| Value of total assets at end of year | 2018-12-31 | $51,273,493 |
| Value of total assets at beginning of year | 2018-12-31 | $50,855,618 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $209,242 |
| Total interest from all sources | 2018-12-31 | $85,859 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $951,084 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $951,084 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $2,218,904 |
| Participant contributions at end of year | 2018-12-31 | $520,645 |
| Participant contributions at beginning of year | 2018-12-31 | $327,687 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,121,551 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $417,875 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $51,273,493 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $50,855,618 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $39,378,309 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $38,739,836 |
| Interest on participant loans | 2018-12-31 | $24,561 |
| Interest earned on other investments | 2018-12-31 | $61,298 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $7,545,452 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $8,352,047 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,829,087 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,436,048 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,494,613 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-460,906 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $2,656,320 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,451,082 |
| Contract administrator fees | 2018-12-31 | $209,242 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2018-12-31 | 410746749 |
| 2017 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $12,030,095 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,760,911 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,586,775 |
| Value of total corrective distributions | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,941,208 |
| Value of total assets at end of year | 2017-12-31 | $50,855,618 |
| Value of total assets at beginning of year | 2017-12-31 | $40,586,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $174,136 |
| Total interest from all sources | 2017-12-31 | $65,736 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $726,290 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $726,290 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $2,024,220 |
| Participant contributions at end of year | 2017-12-31 | $327,687 |
| Participant contributions at beginning of year | 2017-12-31 | $390,516 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $392,382 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $10,269,184 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $50,855,618 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $40,586,434 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $168,686 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $38,739,836 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $29,898,298 |
| Interest on participant loans | 2017-12-31 | $15,637 |
| Interest earned on other investments | 2017-12-31 | $50,099 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $8,352,047 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $7,082,466 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,436,048 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $3,215,154 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,169,620 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,127,241 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $2,524,606 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,586,775 |
| Contract administrator fees | 2017-12-31 | $5,450 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2017-12-31 | 410746749 |
| 2016 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $137,358 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,132,959 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,855,423 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,707,360 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,286,875 |
| Value of total assets at end of year | 2016-12-31 | $40,586,434 |
| Value of total assets at beginning of year | 2016-12-31 | $35,171,540 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $148,063 |
| Total interest from all sources | 2016-12-31 | $15,116 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $536,439 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $536,439 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,830,005 |
| Participant contributions at end of year | 2016-12-31 | $390,516 |
| Participant contributions at beginning of year | 2016-12-31 | $303,274 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $173,124 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $5,277,536 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $40,586,434 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $35,171,540 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $141,813 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $29,898,298 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $26,239,621 |
| Interest on participant loans | 2016-12-31 | $15,116 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $7,082,466 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $6,625,282 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $3,215,154 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,003,363 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,294,529 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $2,283,746 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,707,360 |
| Contract administrator fees | 2016-12-31 | $6,250 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2016-12-31 | 410746749 |
| 2015 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,903,218 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,050,213 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,910,448 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,938,485 |
| Value of total assets at end of year | 2015-12-31 | $35,171,540 |
| Value of total assets at beginning of year | 2015-12-31 | $33,318,535 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $139,765 |
| Total interest from all sources | 2015-12-31 | $50,611 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $856,461 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $856,461 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,589,095 |
| Participant contributions at end of year | 2015-12-31 | $303,274 |
| Participant contributions at beginning of year | 2015-12-31 | $400,339 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $387,381 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,853,005 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $35,171,540 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $33,318,535 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $135,590 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $26,239,621 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,491,660 |
| Interest on participant loans | 2015-12-31 | $15,814 |
| Interest earned on other investments | 2015-12-31 | $34,797 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $6,625,282 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $7,108,751 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,003,363 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $2,317,785 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-942,339 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,962,009 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,910,448 |
| Contract administrator fees | 2015-12-31 | $4,175 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2015-12-31 | 410746749 |
| 2014 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $762,216 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $5,498,768 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $1,753,982 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,636,949 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,500,105 |
| Value of total assets at end of year | 2014-12-31 | $33,318,535 |
| Value of total assets at beginning of year | 2014-12-31 | $28,811,533 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $117,033 |
| Total interest from all sources | 2014-12-31 | $53,968 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $610,727 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $610,727 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $1,478,198 |
| Participant contributions at end of year | 2014-12-31 | $400,339 |
| Participant contributions at beginning of year | 2014-12-31 | $444,421 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $120,489 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $9 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $3,744,786 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $33,318,535 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $28,811,533 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $113,033 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,491,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $20,275,382 |
| Interest on participant loans | 2014-12-31 | $19,727 |
| Interest earned on other investments | 2014-12-31 | $34,241 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $7,108,751 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $6,318,501 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $2,317,785 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,773,220 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,050,578 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $283,390 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,901,418 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,636,949 |
| Contract administrator fees | 2014-12-31 | $4,000 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2014-12-31 | 410746749 |
| 2013 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| 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 | $7,176,701 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $1,802,785 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,692,582 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,183,672 |
| Value of total assets at end of year | 2013-12-31 | $28,811,533 |
| Value of total assets at beginning of year | 2013-12-31 | $23,437,617 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $110,203 |
| Total interest from all sources | 2013-12-31 | $51,429 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $305,304 |
| 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 | $305,304 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $9,000,000 |
| 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 | $1,325,501 |
| Participant contributions at end of year | 2013-12-31 | $444,421 |
| Participant contributions at beginning of year | 2013-12-31 | $298,428 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $157,314 |
| Total non interest bearing cash at end of year | 2013-12-31 | $9 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $97,657 |
| 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 | $5,373,916 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $28,811,533 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $23,437,617 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $105,103 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $20,275,382 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $16,156,194 |
| Interest on participant loans | 2013-12-31 | $15,537 |
| Interest earned on other investments | 2013-12-31 | $35,892 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $6,318,501 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,284,339 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,773,220 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,600,999 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,893,896 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $742,400 |
| 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 | $1,700,857 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,692,582 |
| Contract administrator fees | 2013-12-31 | $5,100 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2013-12-31 | 410746749 |
| 2012 : SUMMIT 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 | $5,727,784 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $1,842,071 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,732,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,096,474 |
| Value of total assets at end of year | 2012-12-31 | $23,437,617 |
| Value of total assets at beginning of year | 2012-12-31 | $19,551,904 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $109,521 |
| Total interest from all sources | 2012-12-31 | $48,389 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $354,553 |
| 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 | $354,553 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $9,000,000 |
| 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 | $1,291,487 |
| Participant contributions at end of year | 2012-12-31 | $298,428 |
| Participant contributions at beginning of year | 2012-12-31 | $269,820 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $45,298 |
| Total non interest bearing cash at end of year | 2012-12-31 | $97,657 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $108,191 |
| 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 | $3,885,713 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $23,437,617 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,551,904 |
| 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 |
| Investment advisory and management fees | 2012-12-31 | $104,871 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $16,156,194 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,549,338 |
| Interest on participant loans | 2012-12-31 | $11,606 |
| Interest earned on other investments | 2012-12-31 | $36,783 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,284,339 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,234,624 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,600,999 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,389,931 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,697,764 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $530,604 |
| 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 | $1,759,689 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,732,550 |
| Contract administrator fees | 2012-12-31 | $4,650 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2012-12-31 | 410746749 |
| 2011 : SUMMIT CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $1,313,567 |
| 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 | $2,860,620 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $2,443,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,337,170 |
| Value of total corrective distributions | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,925,640 |
| Value of total assets at end of year | 2011-12-31 | $19,551,904 |
| Value of total assets at beginning of year | 2011-12-31 | $17,821,668 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $106,781 |
| Total interest from all sources | 2011-12-31 | $44,605 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $300,466 |
| 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 | $300,466 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $9,000,000 |
| 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 | $1,191,582 |
| Participant contributions at end of year | 2011-12-31 | $269,820 |
| Participant contributions at beginning of year | 2011-12-31 | $231,819 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $104,493 |
| Total non interest bearing cash at end of year | 2011-12-31 | $108,191 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $416,669 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $19,551,904 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,821,668 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $102,031 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,549,338 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,688,288 |
| Interest on participant loans | 2011-12-31 | $11,618 |
| Interest earned on other investments | 2011-12-31 | $32,987 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,234,624 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,027,025 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,389,931 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $874,536 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-450,394 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $40,303 |
| 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 | Yes |
| 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 | $1,629,565 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,337,170 |
| Contract administrator fees | 2011-12-31 | $4,750 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2011-12-31 | 410746749 |
| 2010 : SUMMIT 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 | $4,858,495 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,294,227 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,195,450 |
| Value of total corrective distributions | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,727,769 |
| Value of total assets at end of year | 2010-12-31 | $17,821,668 |
| Value of total assets at beginning of year | 2010-12-31 | $14,257,400 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $98,777 |
| Total interest from all sources | 2010-12-31 | $9,433 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $243,998 |
| 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 | $243,998 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $9,000,000 |
| 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 | $1,126,717 |
| Participant contributions at end of year | 2010-12-31 | $231,819 |
| Participant contributions at beginning of year | 2010-12-31 | $125,626 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $100,870 |
| Other income not declared elsewhere | 2010-12-31 | $38,980 |
| 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 | $3,564,268 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,821,668 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,257,400 |
| 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 | $12,688,288 |
| Interest on participant loans | 2010-12-31 | $9,433 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,027,025 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $14,131,774 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $874,536 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,415,068 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $423,247 |
| 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 | Yes |
| 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 | $1,500,182 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,195,450 |
| Contract administrator fees | 2010-12-31 | $98,777 |
| 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 | MCGLADREY & PULLEN, LLP |
| Accountancy firm EIN | 2010-12-31 | 420714325 |
