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FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 401k Plan overview

Plan NameFIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN
Plan identification number 001

FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST COMMUNITY CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:FIRST COMMUNITY CREDIT UNION
Employer identification number (EIN):430687711
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JULIE M CARMODY
0012023-01-01
0012023-01-01JULIE M CARMODY
0012022-01-01
0012022-01-01JULIE M CARMODY
0012021-01-01
0012021-01-01KRISTEN BLAND
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTEN BLAND
0012016-01-01KRISTEN BLAND
0012015-01-01KRISTEN BLAND
0012014-01-01KRISTEN BLAND
0012013-01-01ANN M KLUGESHERZ
0012012-01-01ANN M KLUGESHERZ
0012011-01-01ANN KLUGESHERZ
0012009-01-01ANN KLUGESHERZ

Financial Data on FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN

Measure Date Value
2023 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$7,956,017
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,182,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,987,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$57,145,407
Value of total assets at beginning of year2023-12-31$53,372,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$194,959
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,773,240
Value of net assets at end of year (total assets less liabilities)2023-12-31$57,145,407
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$53,372,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$10,024
Value of interest in common/collective trusts at end of year2023-12-31$57,145,407
Value of interest in common/collective trusts at beginning of year2023-12-31$53,372,167
Net investment gain or loss from common/collective trusts2023-12-31$7,956,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,987,818
Contract administrator fees2023-12-31$158,391
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total unrealized appreciation/depreciation of assets2023-01-01$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$7,956,017
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$4,182,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,987,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$57,145,407
Value of total assets at beginning of year2023-01-01$53,372,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$194,959
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,773,240
Value of net assets at end of year (total assets less liabilities)2023-01-01$57,145,407
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$53,372,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$10,024
Value of interest in common/collective trusts at end of year2023-01-01$57,145,407
Value of interest in common/collective trusts at beginning of year2023-01-01$53,372,167
Net investment gain or loss from common/collective trusts2023-01-01$7,956,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,987,818
Contract administrator fees2023-01-01$158,391
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-10,022,265
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,937,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,728,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$53,372,167
Value of total assets at beginning of year2022-12-31$66,331,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$209,001
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,959,341
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,372,167
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$66,331,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,518
Value of interest in common/collective trusts at end of year2022-12-31$53,372,167
Value of interest in common/collective trusts at beginning of year2022-12-31$66,331,508
Net investment gain or loss from common/collective trusts2022-12-31$-10,022,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,728,075
Contract administrator fees2022-12-31$201,483
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO, LLP
Accountancy firm EIN2022-12-31946214841
Total unrealized appreciation/depreciation of assets2022-01-01$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$0
Total income from all sources (including contributions)2022-01-01$-10,022,265
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,937,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,728,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$53,372,167
Value of total assets at beginning of year2022-01-01$66,331,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$209,001
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-12,959,341
Value of net assets at end of year (total assets less liabilities)2022-01-01$53,372,167
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$66,331,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$7,518
Value of interest in common/collective trusts at end of year2022-01-01$53,372,167
Value of interest in common/collective trusts at beginning of year2022-01-01$66,331,508
Net investment gain or loss from common/collective trusts2022-01-01$-10,022,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,728,075
Contract administrator fees2022-01-01$201,483
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ARMANINO, LLP
Accountancy firm EIN2022-01-01946214841
2021 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$11,845,590
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,178,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,963,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,000,000
Value of total assets at end of year2021-12-31$66,331,508
Value of total assets at beginning of year2021-12-31$57,663,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,588
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,667,516
Value of net assets at end of year (total assets less liabilities)2021-12-31$66,331,508
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$57,663,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,437
Value of interest in common/collective trusts at end of year2021-12-31$66,331,508
Value of interest in common/collective trusts at beginning of year2021-12-31$57,663,992
Net investment gain or loss from common/collective trusts2021-12-31$6,845,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,963,486
Contract administrator fees2021-12-31$209,151
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO, LLP
Accountancy firm EIN2021-12-31946214841
2020 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$11,606,696
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,539,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,372,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,000,000
Value of total assets at end of year2020-12-31$57,663,992
Value of total assets at beginning of year2020-12-31$47,596,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$167,501
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,067,171
Value of net assets at end of year (total assets less liabilities)2020-12-31$57,663,992
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,596,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,030
Value of interest in common/collective trusts at end of year2020-12-31$57,663,992
Value of interest in common/collective trusts at beginning of year2020-12-31$47,596,821
Net investment gain or loss from common/collective trusts2020-12-31$6,606,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,372,024
Contract administrator fees2020-12-31$162,471
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2020-12-31431001367
2019 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$12,145,692
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$852,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$709,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,000,000
Value of total assets at end of year2019-12-31$47,596,821
Value of total assets at beginning of year2019-12-31$36,303,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$143,308
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,293,299
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,596,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,303,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,139
Value of interest in common/collective trusts at end of year2019-12-31$47,596,821
Value of interest in common/collective trusts at beginning of year2019-12-31$36,303,522
Net investment gain or loss from common/collective trusts2019-12-31$7,145,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$709,085
Contract administrator fees2019-12-31$139,169
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2019-12-31431001367
2018 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$3,167,939
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,971,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,846,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,000,000
Value of total assets at end of year2018-12-31$36,303,522
Value of total assets at beginning of year2018-12-31$35,106,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$125,145
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,196,729
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,303,522
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,106,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,758
Value of interest in common/collective trusts at end of year2018-12-31$36,303,522
Value of interest in common/collective trusts at beginning of year2018-12-31$35,106,793
Net investment gain or loss from common/collective trusts2018-12-31$-1,832,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,846,065
Contract administrator fees2018-12-31$122,387
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2018-12-31431001367
2017 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$5,494,379
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$353,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$241,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,000,000
Value of total assets at end of year2017-12-31$35,106,793
Value of total assets at beginning of year2017-12-31$29,965,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$111,754
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,140,995
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,106,793
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,965,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$187
Value of interest in common/collective trusts at end of year2017-12-31$35,106,793
Value of interest in common/collective trusts at beginning of year2017-12-31$29,965,798
Net investment gain or loss from common/collective trusts2017-12-31$4,494,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$241,630
Contract administrator fees2017-12-31$111,567
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2017-12-31431001367
2016 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$7,734,331
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$484,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$401,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,000,000
Value of total assets at end of year2016-12-31$29,965,798
Value of total assets at beginning of year2016-12-31$22,716,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$83,403
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,249,538
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,965,798
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,716,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,981
Value of interest in common/collective trusts at end of year2016-12-31$29,965,798
Value of interest in common/collective trusts at beginning of year2016-12-31$22,716,260
Net investment gain or loss from common/collective trusts2016-12-31$1,734,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$401,390
Contract administrator fees2016-12-31$81,422
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2016-12-31431001367
2015 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,934,258
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$385,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$308,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,448,839
Value of total assets at end of year2015-12-31$22,716,260
Value of total assets at beginning of year2015-12-31$20,167,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,227
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,548,407
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,716,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,167,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,174
Value of interest in common/collective trusts at end of year2015-12-31$22,716,260
Value of interest in common/collective trusts at beginning of year2015-12-31$20,167,853
Net investment gain or loss from common/collective trusts2015-12-31$-514,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,448,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$308,624
Contract administrator fees2015-12-31$73,053
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2015-12-31431001367
2014 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$916,746
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$564,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$496,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$20,167,853
Value of total assets at beginning of year2014-12-31$19,815,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,559
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$352,044
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,167,853
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,815,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,706
Value of interest in common/collective trusts at end of year2014-12-31$20,167,853
Value of interest in common/collective trusts at beginning of year2014-12-31$19,815,809
Net investment gain or loss from common/collective trusts2014-12-31$916,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$496,143
Contract administrator fees2014-12-31$64,853
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2014-12-31431001367
2013 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$5,219,892
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,322,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,322,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,075,388
Value of total assets at end of year2013-12-31$19,815,809
Value of total assets at beginning of year2013-12-31$15,918,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,897,715
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,815,809
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,918,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in common/collective trusts at end of year2013-12-31$19,815,809
Value of interest in common/collective trusts at beginning of year2013-12-31$15,918,094
Net investment gain or loss from common/collective trusts2013-12-31$2,144,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,075,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,322,177
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2013-12-31431001367
2012 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$4,563,163
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$57,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$57,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,543,355
Value of total assets at end of year2012-12-31$15,918,094
Value of total assets at beginning of year2012-12-31$11,412,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$101,404
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,505,385
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,918,094
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,412,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,412,709
Value of interest in common/collective trusts at end of year2012-12-31$15,918,094
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$101,404
Net investment gain or loss from common/collective trusts2012-12-31$918,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,543,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$57,778
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2012-12-31431001367
2011 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$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$2,230,689
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$227,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$227,232
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,887,709
Value of total assets at end of year2011-12-31$11,412,709
Value of total assets at beginning of year2011-12-31$9,409,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$519
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,003,457
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,412,709
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,409,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,412,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,304,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$105,072
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$111,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$342,461
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,887,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$115,921
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2011-12-31431001367
2010 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,386,956
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$207,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$207,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,663,561
Value of total assets at end of year2010-12-31$9,409,252
Value of total assets at beginning of year2010-12-31$7,229,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$13,626
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,179,751
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,409,252
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,229,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,304,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,594,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$105,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,634,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$709,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,663,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$207,205
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2010-12-31431001367
2009 : FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN

2023: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1

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