401k Plan data: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

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

Company Name: SERVICE FIRST FEDERAL CREDIT UNION

Employer identification number (EIN): 460224713

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01 TRAVIS KASTEN 2023-12-28
001 2021-06-01 AUTUMN DEYOUNG 2023-02-17 TRAVIS KASTEN 2023-02-17
001 2020-06-01 AUTUMN DEYOUNG 2022-03-16 TRAVIS KASTEN 2022-03-16
001 2020-06-01 AUTUMN DEYOUNG 2022-03-28 TRAVIS KASTEN 2022-03-28
001 2019-06-01 AUTUMN DEYOUNG 2021-03-09 TRAVIS KASTEN 2021-03-09
001 2018-06-01 AUTUMN DEYOUNG 2020-03-12 TRAVIS KASTEN 2020-03-12
001 2017-06-01 AUTUMN DEYOUNG 2019-03-21 TRAVIS KASTEN 2019-03-21
001 2016-06-01 AUTUMN DEYOUNG 2018-03-01 TRAVIS KASTEN 2018-03-01
001 2015-06-01 AUTUMN DEYOUNG TRAVIS KASTEN 2017-03-13
001 2014-06-01 AUTUMN DEYOUNG TRAVIS KASTEN 2015-12-16
001 2013-06-01 AUTUMN DEYOUNG TRAVIS KASTEN 2014-12-08
001 2012-06-01 AUTUMN DEYOUNG TRAVIS KASTEN 2013-12-12
001 2011-06-01 AUTUMN MYERS 2012-09-17 TRAVIS KASTEN 2012-09-17
001 2010-06-01 AUTUMN MYERS 2011-09-15 TRAVIS KASTEN 2011-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-06-01	TRAVIS KASTEN	2023-12-28
001	2021-06-01	AUTUMN DEYOUNG	2023-02-17	TRAVIS KASTEN	2023-02-17
001	2020-06-01	AUTUMN DEYOUNG	2022-03-16	TRAVIS KASTEN	2022-03-16
001	2020-06-01	AUTUMN DEYOUNG	2022-03-28	TRAVIS KASTEN	2022-03-28
001	2019-06-01	AUTUMN DEYOUNG	2021-03-09	TRAVIS KASTEN	2021-03-09
001	2018-06-01	AUTUMN DEYOUNG	2020-03-12	TRAVIS KASTEN	2020-03-12
001	2017-06-01	AUTUMN DEYOUNG	2019-03-21	TRAVIS KASTEN	2019-03-21
001	2016-06-01	AUTUMN DEYOUNG	2018-03-01	TRAVIS KASTEN	2018-03-01
001	2015-06-01	AUTUMN DEYOUNG		TRAVIS KASTEN	2017-03-13
001	2014-06-01	AUTUMN DEYOUNG		TRAVIS KASTEN	2015-12-16
001	2013-06-01	AUTUMN DEYOUNG		TRAVIS KASTEN	2014-12-08
001	2012-06-01	AUTUMN DEYOUNG		TRAVIS KASTEN	2013-12-12
001	2011-06-01	AUTUMN MYERS	2012-09-17	TRAVIS KASTEN	2012-09-17
001	2010-06-01	AUTUMN MYERS	2011-09-15	TRAVIS KASTEN	2011-09-15

Plan Statistics for SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2023: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets 2023-05-31 2,021,617
Acturial value of plan assets 2023-05-31 2,021,617
Funding target for retired participants and beneficiaries receiving payment 2023-05-31 1,260,996
Number of terminated vested participants 2023-05-31 2
Fundng target for terminated vested participants 2023-05-31 8,737
Active participant vested funding target 2023-05-31 404,185
Number of active participants 2023-05-31 11
Total funding liabilities for active participants 2023-05-31 409,648
Total participant count 2023-05-31 17
Total funding target for all participants 2023-05-31 1,679,381
Balance at beginning of prior year after applicable adjustments 2023-05-31 8,998
Prefunding balance at beginning of prior year after applicable adjustments 2023-05-31 0
Amount remaining of carryover balance 2023-05-31 8,998
Amount remaining of prefunding balance 2023-05-31 0
Present value of excess contributions 2023-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-05-31 0
Reductions in caryover balances due to elections or deemed elections 2023-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-05-31 0
Balance of carryovers at beginning of current year 2023-05-31 8,374
Balance of prefunding at beginning of current year 2023-05-31 0
Total employer contributions 2023-05-31 0
Total employee contributions 2023-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-05-31 0
Unpaid minimum required contributions for all prior years 2023-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-05-31 0
Remaining amount of unpaid minimum required contributions 2023-05-31 0
Minimum required contributions for current year target normal cost 2023-05-31 0
Net shortfall amortization installment of oustanding balance 2023-05-31 0
Waiver amortization installment 2023-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-05-31 0
Additional cash requirement 2023-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-05-31 0
Unpaid minimum required contributions for current year 2023-05-31 0
Unpaid minimum required contributions for all years 2023-05-31 0
2022: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-05-31 2,492,355
Acturial value of plan assets 2022-05-31 2,492,355
Funding target for retired participants and beneficiaries receiving payment 2022-05-31 1,313,726
Number of terminated vested participants 2022-05-31 2
Fundng target for terminated vested participants 2022-05-31 8,388
Active participant vested funding target 2022-05-31 472,567
Number of active participants 2022-05-31 15
Total funding liabilities for active participants 2022-05-31 478,836
Total participant count 2022-05-31 21
Total funding target for all participants 2022-05-31 1,800,950
Balance at beginning of prior year after applicable adjustments 2022-05-31 7,241
Prefunding balance at beginning of prior year after applicable adjustments 2022-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-05-31 0
Prefunding balanced used to offset prior years funding requirement 2022-05-31 0
Amount remaining of carryover balance 2022-05-31 7,241
Amount remaining of prefunding balance 2022-05-31 0
Present value of excess contributions 2022-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-05-31 0
Reductions in caryover balances due to elections or deemed elections 2022-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-05-31 0
Balance of carryovers at beginning of current year 2022-05-31 8,998
Balance of prefunding at beginning of current year 2022-05-31 0
Total employer contributions 2022-05-31 0
Total employee contributions 2022-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-05-31 0
Unpaid minimum required contributions for all prior years 2022-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-05-31 0
Remaining amount of unpaid minimum required contributions 2022-05-31 0
Minimum required contributions for current year target normal cost 2022-05-31 0
Net shortfall amortization installment of oustanding balance 2022-05-31 0
Waiver amortization installment 2022-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-05-31 0
Additional cash requirement 2022-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for all years 2022-05-31 0
2021: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-05-31 2,212,933
Acturial value of plan assets 2021-05-31 2,212,933
Funding target for retired participants and beneficiaries receiving payment 2021-05-31 1,402,416
Number of terminated vested participants 2021-05-31 2
Fundng target for terminated vested participants 2021-05-31 25,734
Active participant vested funding target 2021-05-31 463,076
Number of active participants 2021-05-31 17
Total funding liabilities for active participants 2021-05-31 470,449
Total participant count 2021-05-31 23
Total funding target for all participants 2021-05-31 1,898,599
Balance at beginning of prior year after applicable adjustments 2021-05-31 6,676
Prefunding balance at beginning of prior year after applicable adjustments 2021-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-05-31 0
Prefunding balanced used to offset prior years funding requirement 2021-05-31 0
Amount remaining of carryover balance 2021-05-31 6,676
Amount remaining of prefunding balance 2021-05-31 0
Present value of excess contributions 2021-05-31 118,749
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-05-31 125,245
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-05-31 0
Reductions in caryover balances due to elections or deemed elections 2021-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-05-31 0
Balance of carryovers at beginning of current year 2021-05-31 7,241
Balance of prefunding at beginning of current year 2021-05-31 0
Total employer contributions 2021-05-31 0
Total employee contributions 2021-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-05-31 0
Unpaid minimum required contributions for all prior years 2021-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-05-31 0
Remaining amount of unpaid minimum required contributions 2021-05-31 0
Minimum required contributions for current year target normal cost 2021-05-31 0
Net shortfall amortization installment of oustanding balance 2021-05-31 0
Waiver amortization installment 2021-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-05-31 0
Additional cash requirement 2021-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for all years 2021-05-31 0
2020: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-05-31 2,309,747
Acturial value of plan assets 2020-05-31 2,309,747
Funding target for retired participants and beneficiaries receiving payment 2020-05-31 1,448,640
Number of terminated vested participants 2020-05-31 3
Fundng target for terminated vested participants 2020-05-31 57,823
Active participant vested funding target 2020-05-31 581,059
Number of active participants 2020-05-31 18
Total funding liabilities for active participants 2020-05-31 590,403
Total participant count 2020-05-31 25
Total funding target for all participants 2020-05-31 2,096,866
Balance at beginning of prior year after applicable adjustments 2020-05-31 6,513
Prefunding balance at beginning of prior year after applicable adjustments 2020-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-05-31 0
Prefunding balanced used to offset prior years funding requirement 2020-05-31 0
Amount remaining of carryover balance 2020-05-31 6,513
Amount remaining of prefunding balance 2020-05-31 0
Present value of excess contributions 2020-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-05-31 0
Reductions in caryover balances due to elections or deemed elections 2020-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-05-31 0
Balance of carryovers at beginning of current year 2020-05-31 6,676
Balance of prefunding at beginning of current year 2020-05-31 0
Total employer contributions 2020-05-31 130,000
Total employee contributions 2020-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-05-31 118,749
Unpaid minimum required contributions for all prior years 2020-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-05-31 0
Remaining amount of unpaid minimum required contributions 2020-05-31 0
Minimum required contributions for current year target normal cost 2020-05-31 0
Net shortfall amortization installment of oustanding balance 2020-05-31 0
Waiver amortization installment 2020-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-05-31 0
Carryover balance elected to use to offset funding requirement 2020-05-31 0
Prefunding balance elected to use to offset funding requirement 2020-05-31 0
Additional cash requirement 2020-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-05-31 118,749
Unpaid minimum required contributions for current year 2020-05-31 0
Unpaid minimum required contributions for all years 2020-05-31 0
2019: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-05-31 2,442,035
Acturial value of plan assets 2019-05-31 2,442,035
Funding target for retired participants and beneficiaries receiving payment 2019-05-31 1,425,628
Number of terminated vested participants 2019-05-31 3
Fundng target for terminated vested participants 2019-05-31 30,259
Active participant vested funding target 2019-05-31 546,152
Number of active participants 2019-05-31 19
Total funding liabilities for active participants 2019-05-31 556,975
Total participant count 2019-05-31 26
Total funding target for all participants 2019-05-31 2,012,862
Balance at beginning of prior year after applicable adjustments 2019-05-31 5,964
Prefunding balance at beginning of prior year after applicable adjustments 2019-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-05-31 0
Prefunding balanced used to offset prior years funding requirement 2019-05-31 0
Amount remaining of carryover balance 2019-05-31 5,964
Amount remaining of prefunding balance 2019-05-31 0
Present value of excess contributions 2019-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-05-31 0
Reductions in caryover balances due to elections or deemed elections 2019-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-05-31 0
Balance of carryovers at beginning of current year 2019-05-31 6,513
Balance of prefunding at beginning of current year 2019-05-31 0
Total employer contributions 2019-05-31 0
Total employee contributions 2019-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-05-31 0
Unpaid minimum required contributions for all prior years 2019-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-05-31 0
Remaining amount of unpaid minimum required contributions 2019-05-31 0
Minimum required contributions for current year target normal cost 2019-05-31 0
Net shortfall amortization installment of oustanding balance 2019-05-31 0
Waiver amortization installment 2019-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-05-31 0
Additional cash requirement 2019-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for all years 2019-05-31 0
2018: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-05-31 2,866,881
Acturial value of plan assets 2018-05-31 2,866,881
Funding target for retired participants and beneficiaries receiving payment 2018-05-31 1,462,687
Number of terminated vested participants 2018-05-31 3
Fundng target for terminated vested participants 2018-05-31 27,531
Active participant vested funding target 2018-05-31 893,726
Number of active participants 2018-05-31 21
Total funding liabilities for active participants 2018-05-31 905,248
Total participant count 2018-05-31 28
Total funding target for all participants 2018-05-31 2,395,466
Balance at beginning of prior year after applicable adjustments 2018-05-31 5,399
Prefunding balance at beginning of prior year after applicable adjustments 2018-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-05-31 0
Prefunding balanced used to offset prior years funding requirement 2018-05-31 0
Amount remaining of carryover balance 2018-05-31 5,399
Amount remaining of prefunding balance 2018-05-31 0
Present value of excess contributions 2018-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-05-31 0
Reductions in caryover balances due to elections or deemed elections 2018-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-05-31 0
Balance of carryovers at beginning of current year 2018-05-31 5,964
Balance of prefunding at beginning of current year 2018-05-31 0
Total employer contributions 2018-05-31 0
Total employee contributions 2018-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-05-31 0
Unpaid minimum required contributions for all prior years 2018-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-05-31 0
Remaining amount of unpaid minimum required contributions 2018-05-31 0
Minimum required contributions for current year target normal cost 2018-05-31 0
Net shortfall amortization installment of oustanding balance 2018-05-31 0
Waiver amortization installment 2018-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-05-31 0
Additional cash requirement 2018-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-05-31 0
Unpaid minimum required contributions for current year 2018-05-31 0
Unpaid minimum required contributions for all years 2018-05-31 0
2017: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-05-31 2,787,102
Acturial value of plan assets 2017-05-31 2,787,102
Funding target for retired participants and beneficiaries receiving payment 2017-05-31 1,432,169
Number of terminated vested participants 2017-05-31 4
Fundng target for terminated vested participants 2017-05-31 94,096
Active participant vested funding target 2017-05-31 787,320
Number of active participants 2017-05-31 24
Total funding liabilities for active participants 2017-05-31 789,891
Total participant count 2017-05-31 31
Total funding target for all participants 2017-05-31 2,316,156
Balance at beginning of prior year after applicable adjustments 2017-05-31 5,458
Prefunding balance at beginning of prior year after applicable adjustments 2017-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-05-31 0
Prefunding balanced used to offset prior years funding requirement 2017-05-31 0
Amount remaining of carryover balance 2017-05-31 5,458
Amount remaining of prefunding balance 2017-05-31 0
Present value of excess contributions 2017-05-31 144,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-05-31 153,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-05-31 0
Reductions in caryover balances due to elections or deemed elections 2017-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-05-31 0
Balance of carryovers at beginning of current year 2017-05-31 5,399
Balance of prefunding at beginning of current year 2017-05-31 0
Total employer contributions 2017-05-31 0
Total employee contributions 2017-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-05-31 0
Unpaid minimum required contributions for all prior years 2017-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-05-31 0
Remaining amount of unpaid minimum required contributions 2017-05-31 0
Minimum required contributions for current year target normal cost 2017-05-31 19,199
Net shortfall amortization installment of oustanding balance 2017-05-31 0
Waiver amortization installment 2017-05-31 0
Waived amount of outstanding balance 2017-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-05-31 0
Carryover balance elected to use to offset funding requirement 2017-05-31 0
Prefunding balance elected to use to offset funding requirement 2017-05-31 0
Additional cash requirement 2017-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for all years 2017-05-31 0
2015: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-06-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 24
Number of retired or separated participants receiving benefits 2015-06-01 3
Number of other retired or separated participants entitled to future benefits 2015-06-01 4
Total of all active and inactive participants 2015-06-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-06-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 27
Number of retired or separated participants receiving benefits 2014-06-01 4
Number of other retired or separated participants entitled to future benefits 2014-06-01 0
Total of all active and inactive participants 2014-06-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 2
Total participants 2014-06-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-06-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 28
Number of retired or separated participants receiving benefits 2013-06-01 2
Number of other retired or separated participants entitled to future benefits 2013-06-01 4
Total of all active and inactive participants 2013-06-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 34
Number of participants with account balances 2013-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-06-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 35
Number of retired or separated participants receiving benefits 2012-06-01 2
Number of other retired or separated participants entitled to future benefits 2012-06-01 4
Total of all active and inactive participants 2012-06-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0

Measure	Date	Value
2023: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets	2023-05-31	2,021,617
Acturial value of plan assets	2023-05-31	2,021,617
Funding target for retired participants and beneficiaries receiving payment	2023-05-31	1,260,996
Number of terminated vested participants	2023-05-31	2
Fundng target for terminated vested participants	2023-05-31	8,737
Active participant vested funding target	2023-05-31	404,185
Number of active participants	2023-05-31	11
Total funding liabilities for active participants	2023-05-31	409,648
Total participant count	2023-05-31	17
Total funding target for all participants	2023-05-31	1,679,381
Balance at beginning of prior year after applicable adjustments	2023-05-31	8,998
Prefunding balance at beginning of prior year after applicable adjustments	2023-05-31	0
Amount remaining of carryover balance	2023-05-31	8,998
Amount remaining of prefunding balance	2023-05-31	0
Present value of excess contributions	2023-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-05-31	0
Reductions in caryover balances due to elections or deemed elections	2023-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-05-31	0
Balance of carryovers at beginning of current year	2023-05-31	8,374
Balance of prefunding at beginning of current year	2023-05-31	0
Total employer contributions	2023-05-31	0
Total employee contributions	2023-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-05-31	0
Unpaid minimum required contributions for all prior years	2023-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-05-31	0
Remaining amount of unpaid minimum required contributions	2023-05-31	0
Minimum required contributions for current year target normal cost	2023-05-31	0
Net shortfall amortization installment of oustanding balance	2023-05-31	0
Waiver amortization installment	2023-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-05-31	0
Additional cash requirement	2023-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-05-31	0
Unpaid minimum required contributions for current year	2023-05-31	0
Unpaid minimum required contributions for all years	2023-05-31	0
2022: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-05-31	2,492,355
Acturial value of plan assets	2022-05-31	2,492,355
Funding target for retired participants and beneficiaries receiving payment	2022-05-31	1,313,726
Number of terminated vested participants	2022-05-31	2
Fundng target for terminated vested participants	2022-05-31	8,388
Active participant vested funding target	2022-05-31	472,567
Number of active participants	2022-05-31	15
Total funding liabilities for active participants	2022-05-31	478,836
Total participant count	2022-05-31	21
Total funding target for all participants	2022-05-31	1,800,950
Balance at beginning of prior year after applicable adjustments	2022-05-31	7,241
Prefunding balance at beginning of prior year after applicable adjustments	2022-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-05-31	0
Prefunding balanced used to offset prior years funding requirement	2022-05-31	0
Amount remaining of carryover balance	2022-05-31	7,241
Amount remaining of prefunding balance	2022-05-31	0
Present value of excess contributions	2022-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-05-31	0
Reductions in caryover balances due to elections or deemed elections	2022-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-05-31	0
Balance of carryovers at beginning of current year	2022-05-31	8,998
Balance of prefunding at beginning of current year	2022-05-31	0
Total employer contributions	2022-05-31	0
Total employee contributions	2022-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-05-31	0
Unpaid minimum required contributions for all prior years	2022-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-05-31	0
Remaining amount of unpaid minimum required contributions	2022-05-31	0
Minimum required contributions for current year target normal cost	2022-05-31	0
Net shortfall amortization installment of oustanding balance	2022-05-31	0
Waiver amortization installment	2022-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-05-31	0
Additional cash requirement	2022-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for all years	2022-05-31	0
2021: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-05-31	2,212,933
Acturial value of plan assets	2021-05-31	2,212,933
Funding target for retired participants and beneficiaries receiving payment	2021-05-31	1,402,416
Number of terminated vested participants	2021-05-31	2
Fundng target for terminated vested participants	2021-05-31	25,734
Active participant vested funding target	2021-05-31	463,076
Number of active participants	2021-05-31	17
Total funding liabilities for active participants	2021-05-31	470,449
Total participant count	2021-05-31	23
Total funding target for all participants	2021-05-31	1,898,599
Balance at beginning of prior year after applicable adjustments	2021-05-31	6,676
Prefunding balance at beginning of prior year after applicable adjustments	2021-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-05-31	0
Prefunding balanced used to offset prior years funding requirement	2021-05-31	0
Amount remaining of carryover balance	2021-05-31	6,676
Amount remaining of prefunding balance	2021-05-31	0
Present value of excess contributions	2021-05-31	118,749
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-05-31	125,245
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-05-31	0
Reductions in caryover balances due to elections or deemed elections	2021-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-05-31	0
Balance of carryovers at beginning of current year	2021-05-31	7,241
Balance of prefunding at beginning of current year	2021-05-31	0
Total employer contributions	2021-05-31	0
Total employee contributions	2021-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-05-31	0
Unpaid minimum required contributions for all prior years	2021-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-05-31	0
Remaining amount of unpaid minimum required contributions	2021-05-31	0
Minimum required contributions for current year target normal cost	2021-05-31	0
Net shortfall amortization installment of oustanding balance	2021-05-31	0
Waiver amortization installment	2021-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-05-31	0
Additional cash requirement	2021-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for all years	2021-05-31	0
2020: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-05-31	2,309,747
Acturial value of plan assets	2020-05-31	2,309,747
Funding target for retired participants and beneficiaries receiving payment	2020-05-31	1,448,640
Number of terminated vested participants	2020-05-31	3
Fundng target for terminated vested participants	2020-05-31	57,823
Active participant vested funding target	2020-05-31	581,059
Number of active participants	2020-05-31	18
Total funding liabilities for active participants	2020-05-31	590,403
Total participant count	2020-05-31	25
Total funding target for all participants	2020-05-31	2,096,866
Balance at beginning of prior year after applicable adjustments	2020-05-31	6,513
Prefunding balance at beginning of prior year after applicable adjustments	2020-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-05-31	0
Prefunding balanced used to offset prior years funding requirement	2020-05-31	0
Amount remaining of carryover balance	2020-05-31	6,513
Amount remaining of prefunding balance	2020-05-31	0
Present value of excess contributions	2020-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-05-31	0
Reductions in caryover balances due to elections or deemed elections	2020-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-05-31	0
Balance of carryovers at beginning of current year	2020-05-31	6,676
Balance of prefunding at beginning of current year	2020-05-31	0
Total employer contributions	2020-05-31	130,000
Total employee contributions	2020-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-05-31	118,749
Unpaid minimum required contributions for all prior years	2020-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-05-31	0
Remaining amount of unpaid minimum required contributions	2020-05-31	0
Minimum required contributions for current year target normal cost	2020-05-31	0
Net shortfall amortization installment of oustanding balance	2020-05-31	0
Waiver amortization installment	2020-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-05-31	0
Carryover balance elected to use to offset funding requirement	2020-05-31	0
Prefunding balance elected to use to offset funding requirement	2020-05-31	0
Additional cash requirement	2020-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-05-31	118,749
Unpaid minimum required contributions for current year	2020-05-31	0
Unpaid minimum required contributions for all years	2020-05-31	0
2019: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-05-31	2,442,035
Acturial value of plan assets	2019-05-31	2,442,035
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	1,425,628
Number of terminated vested participants	2019-05-31	3
Fundng target for terminated vested participants	2019-05-31	30,259
Active participant vested funding target	2019-05-31	546,152
Number of active participants	2019-05-31	19
Total funding liabilities for active participants	2019-05-31	556,975
Total participant count	2019-05-31	26
Total funding target for all participants	2019-05-31	2,012,862
Balance at beginning of prior year after applicable adjustments	2019-05-31	5,964
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	5,964
Amount remaining of prefunding balance	2019-05-31	0
Present value of excess contributions	2019-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	0
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	6,513
Balance of prefunding at beginning of current year	2019-05-31	0
Total employer contributions	2019-05-31	0
Total employee contributions	2019-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	0
Unpaid minimum required contributions for all prior years	2019-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	0
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	0
Additional cash requirement	2019-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-05-31	2,866,881
Acturial value of plan assets	2018-05-31	2,866,881
Funding target for retired participants and beneficiaries receiving payment	2018-05-31	1,462,687
Number of terminated vested participants	2018-05-31	3
Fundng target for terminated vested participants	2018-05-31	27,531
Active participant vested funding target	2018-05-31	893,726
Number of active participants	2018-05-31	21
Total funding liabilities for active participants	2018-05-31	905,248
Total participant count	2018-05-31	28
Total funding target for all participants	2018-05-31	2,395,466
Balance at beginning of prior year after applicable adjustments	2018-05-31	5,399
Prefunding balance at beginning of prior year after applicable adjustments	2018-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-05-31	0
Prefunding balanced used to offset prior years funding requirement	2018-05-31	0
Amount remaining of carryover balance	2018-05-31	5,399
Amount remaining of prefunding balance	2018-05-31	0
Present value of excess contributions	2018-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-05-31	0
Reductions in caryover balances due to elections or deemed elections	2018-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-05-31	0
Balance of carryovers at beginning of current year	2018-05-31	5,964
Balance of prefunding at beginning of current year	2018-05-31	0
Total employer contributions	2018-05-31	0
Total employee contributions	2018-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-05-31	0
Unpaid minimum required contributions for all prior years	2018-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-05-31	0
Remaining amount of unpaid minimum required contributions	2018-05-31	0
Minimum required contributions for current year target normal cost	2018-05-31	0
Net shortfall amortization installment of oustanding balance	2018-05-31	0
Waiver amortization installment	2018-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-05-31	0
Additional cash requirement	2018-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for all years	2018-05-31	0
2017: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-05-31	2,787,102
Acturial value of plan assets	2017-05-31	2,787,102
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	1,432,169
Number of terminated vested participants	2017-05-31	4
Fundng target for terminated vested participants	2017-05-31	94,096
Active participant vested funding target	2017-05-31	787,320
Number of active participants	2017-05-31	24
Total funding liabilities for active participants	2017-05-31	789,891
Total participant count	2017-05-31	31
Total funding target for all participants	2017-05-31	2,316,156
Balance at beginning of prior year after applicable adjustments	2017-05-31	5,458
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	5,458
Amount remaining of prefunding balance	2017-05-31	0
Present value of excess contributions	2017-05-31	144,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	153,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	0
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	5,399
Balance of prefunding at beginning of current year	2017-05-31	0
Total employer contributions	2017-05-31	0
Total employee contributions	2017-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	0
Unpaid minimum required contributions for all prior years	2017-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	19,199
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Waived amount of outstanding balance	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	0
Carryover balance elected to use to offset funding requirement	2017-05-31	0
Prefunding balance elected to use to offset funding requirement	2017-05-31	0
Additional cash requirement	2017-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0
2015: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-06-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	24
Number of retired or separated participants receiving benefits	2015-06-01	3
Number of other retired or separated participants entitled to future benefits	2015-06-01	4
Total of all active and inactive participants	2015-06-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-06-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	27
Number of retired or separated participants receiving benefits	2014-06-01	4
Number of other retired or separated participants entitled to future benefits	2014-06-01	0
Total of all active and inactive participants	2014-06-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	2
Total participants	2014-06-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-06-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	28
Number of retired or separated participants receiving benefits	2013-06-01	2
Number of other retired or separated participants entitled to future benefits	2013-06-01	4
Total of all active and inactive participants	2013-06-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	34
Number of participants with account balances	2013-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-06-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	35
Number of retired or separated participants receiving benefits	2012-06-01	2
Number of other retired or separated participants entitled to future benefits	2012-06-01	4
Total of all active and inactive participants	2012-06-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0

Financial Data on SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2016 : SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-05-31	$130,214
Expenses. Total of all expenses incurred	2016-05-31	$183,951
Benefits paid (including direct rollovers)	2016-05-31	$171,150
Total plan assets at end of year	2016-05-31	$2,793,742
Total plan assets at beginning of year	2016-05-31	$2,847,479
Value of fidelity bond covering the plan	2016-05-31	$3,500,000
Expenses. Other expenses not covered elsewhere	2016-05-31	$12,801
Other income received	2016-05-31	$-29,786
Net income (gross income less expenses)	2016-05-31	$-53,737
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$2,793,742
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$2,847,479
Total contributions received or receivable from employer(s)	2016-05-31	$160,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
2015 : SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-05-31	$171,194
Expenses. Total of all expenses incurred	2015-05-31	$181,789
Benefits paid (including direct rollovers)	2015-05-31	$168,430
Total plan assets at end of year	2015-05-31	$2,847,479
Total plan assets at beginning of year	2015-05-31	$2,858,074
Value of fidelity bond covering the plan	2015-05-31	$3,500,000
Expenses. Other expenses not covered elsewhere	2015-05-31	$13,359
Other income received	2015-05-31	$171,194
Net income (gross income less expenses)	2015-05-31	$-10,595
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$2,847,479
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$2,858,074
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
2014 : SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-05-31	$311,222
Expenses. Total of all expenses incurred	2014-05-31	$166,504
Benefits paid (including direct rollovers)	2014-05-31	$153,256
Total plan assets at end of year	2014-05-31	$2,858,074
Total plan assets at beginning of year	2014-05-31	$2,713,356
Value of fidelity bond covering the plan	2014-05-31	$3,500,000
Other income received	2014-05-31	$311,222
Net income (gross income less expenses)	2014-05-31	$144,718
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$2,858,074
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$2,713,356
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$13,248
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
2013 : SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-05-31	$245,771
Expenses. Total of all expenses incurred	2013-05-31	$192,620
Benefits paid (including direct rollovers)	2013-05-31	$190,691
Total plan assets at end of year	2013-05-31	$2,713,356
Total plan assets at beginning of year	2013-05-31	$2,660,205
Value of fidelity bond covering the plan	2013-05-31	$3,500,000
Expenses. Other expenses not covered elsewhere	2013-05-31	$1,929
Other income received	2013-05-31	$245,771
Net income (gross income less expenses)	2013-05-31	$53,151
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$2,713,356
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$2,660,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0

Form 5500 Responses for SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

2015: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: SERVICE FIRST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SERVICE FIRST FEDERAL CREDIT UNION
Employer identification number (EIN):	460224713
NAIC Classification:	522130
NAIC Description:	Credit Unions