401k Plan data: WHITE HOUSE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

WHITE HOUSE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	WHITE HOUSE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

WHITE HOUSE 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

WHITE HOUSE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: WHITE HOUSE FEDERAL CREDIT UNION

Employer identification number (EIN): 530201230

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE HOUSE 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 2016-01-01
001 2015-01-01 TINA P. BLACKWELL 2016-06-15
001 2014-01-01 TINA P. BLACKWELL 2015-07-08
001 2013-01-01 TINA P. BLACKWELL 2014-06-13
001 2012-01-01 TINA P. BLACKWELL 2013-09-16
001 2011-01-01 TINA BLACKWELL 2012-08-09
001 2010-01-01 TINA BLACKWELL 2011-06-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01
001	2015-01-01	TINA P. BLACKWELL	2016-06-15
001	2014-01-01	TINA P. BLACKWELL	2015-07-08
001	2013-01-01	TINA P. BLACKWELL	2014-06-13
001	2012-01-01	TINA P. BLACKWELL	2013-09-16
001	2011-01-01	TINA BLACKWELL	2012-08-09
001	2010-01-01	TINA BLACKWELL	2011-06-13

Plan Statistics for WHITE HOUSE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for WHITE HOUSE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2016: WHITE HOUSE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-06-30 1,011,334
Acturial value of plan assets 2016-06-30 1,011,334
Funding target for retired participants and beneficiaries receiving payment 2016-06-30 0
Number of terminated vested participants 2016-06-30 9
Fundng target for terminated vested participants 2016-06-30 55,622
Active participant vested funding target 2016-06-30 679,784
Number of active participants 2016-06-30 12
Total funding liabilities for active participants 2016-06-30 688,761
Total participant count 2016-06-30 21
Total funding target for all participants 2016-06-30 744,383
Balance at beginning of prior year after applicable adjustments 2016-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-06-30 0
Prefunding balanced used to offset prior years funding requirement 2016-06-30 0
Amount remaining of carryover balance 2016-06-30 0
Amount remaining of prefunding balance 2016-06-30 0
Present value of excess contributions 2016-06-30 96,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-06-30 102,616
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-06-30 0
Reductions in caryover balances due to elections or deemed elections 2016-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2016-06-30 0
Balance of carryovers at beginning of current year 2016-06-30 0
Balance of prefunding at beginning of current year 2016-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2016-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-06-30 0
Unpaid minimum required contributions for all prior years 2016-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-06-30 0
Remaining amount of unpaid minimum required contributions 2016-06-30 0
Minimum required contributions for current year target normal cost 2016-06-30 30,884
Net shortfall amortization installment of oustanding balance 2016-06-30 0
Waiver amortization installment 2016-06-30 0
Waived amount of outstanding balance 2016-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2016-06-30 0
Carryover balance elected to use to offset funding requirement 2016-06-30 0
Prefunding balance elected to use to offset funding requirement 2016-06-30 0
Additional cash requirement 2016-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2016-06-30 0
Unpaid minimum required contributions for current year 2016-06-30 0
Unpaid minimum required contributions for all years 2016-06-30 0

Measure	Date	Value
2016: WHITE HOUSE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-06-30	1,011,334
Acturial value of plan assets	2016-06-30	1,011,334
Funding target for retired participants and beneficiaries receiving payment	2016-06-30	0
Number of terminated vested participants	2016-06-30	9
Fundng target for terminated vested participants	2016-06-30	55,622
Active participant vested funding target	2016-06-30	679,784
Number of active participants	2016-06-30	12
Total funding liabilities for active participants	2016-06-30	688,761
Total participant count	2016-06-30	21
Total funding target for all participants	2016-06-30	744,383
Balance at beginning of prior year after applicable adjustments	2016-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-06-30	0
Prefunding balanced used to offset prior years funding requirement	2016-06-30	0
Amount remaining of carryover balance	2016-06-30	0
Amount remaining of prefunding balance	2016-06-30	0
Present value of excess contributions	2016-06-30	96,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-06-30	102,616
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-06-30	0
Reductions in caryover balances due to elections or deemed elections	2016-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2016-06-30	0
Balance of carryovers at beginning of current year	2016-06-30	0
Balance of prefunding at beginning of current year	2016-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2016-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-06-30	0
Unpaid minimum required contributions for all prior years	2016-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-06-30	0
Remaining amount of unpaid minimum required contributions	2016-06-30	0
Minimum required contributions for current year target normal cost	2016-06-30	30,884
Net shortfall amortization installment of oustanding balance	2016-06-30	0
Waiver amortization installment	2016-06-30	0
Waived amount of outstanding balance	2016-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2016-06-30	0
Carryover balance elected to use to offset funding requirement	2016-06-30	0
Prefunding balance elected to use to offset funding requirement	2016-06-30	0
Additional cash requirement	2016-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2016-06-30	0
Unpaid minimum required contributions for current year	2016-06-30	0
Unpaid minimum required contributions for all years	2016-06-30	0

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Company Name:	WHITE HOUSE FEDERAL CREDIT UNION
Employer identification number (EIN):	530201230
NAIC Classification:	522130
NAIC Description:	Credit Unions