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PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
Plan identification number 002

PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PEACH STATE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:PEACH STATE FEDERAL CREDIT UNION
Employer identification number (EIN):586034029
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DEMITRA HOULIS2023-10-10 DEMITRA HOULIS2023-10-10
0022022-01-01DEMITRA HOULIS2024-01-07 DEMITRA HOULIS2024-01-07
0022021-01-01R. MARSHALL BOUTWELL2022-08-30 R. MARSHALL BOUTWELL2022-08-30
0022020-01-01MICHAEL SANTORO2021-10-12 MICHAEL SANTORO2021-10-12
0022019-01-01
0022019-01-01
0022018-01-01MICHAEL SANTORO2019-10-06 MICHAEL SANTORO2019-10-06
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01LAURA RYLL2015-06-02
0022013-01-01LAURA RYLL2014-07-24
0022012-01-01LAURA RYLL2013-04-24
0022011-01-01LAURA RYLL2012-07-23
0022010-01-01LAURA RYLL2011-06-28

Plan Statistics for PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01252
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01258
Number of participants with account balances2022-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01186
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01241
Number of participants with account balances2021-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01249
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01236
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01191
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01227
Number of participants with account balances2019-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01198
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01210
Number of participants with account balances2018-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01146
Number of participants with account balances2017-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01139
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018

Financial Data on PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-1,157,017
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,871,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,792,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,811,776
Value of total assets at end of year2022-12-31$16,502,211
Value of total assets at beginning of year2022-12-31$19,530,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,874
Total interest from all sources2022-12-31$17,099
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$419,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$419,802
Administrative expenses professional fees incurred2022-12-31$78,874
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$697,724
Participant contributions at end of year2022-12-31$240,815
Participant contributions at beginning of year2022-12-31$240,083
Participant contributions at end of year2022-12-31$23,644
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$93,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,028,705
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,502,211
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,530,916
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,043,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,215,466
Interest on participant loans2022-12-31$17,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$155,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$75,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$75,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,405,694
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
Contributions received in cash from employer2022-12-31$1,020,154
Employer contributions (assets) at end of year2022-12-31$38,663
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,792,814
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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$4,025,437
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$695,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$612,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,716,040
Value of total assets at end of year2021-12-31$19,530,916
Value of total assets at beginning of year2021-12-31$16,200,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,149
Total interest from all sources2021-12-31$12,395
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$469,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$469,483
Administrative expenses professional fees incurred2021-12-31$82,149
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$629,259
Participant contributions at end of year2021-12-31$240,083
Participant contributions at beginning of year2021-12-31$219,349
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$136,551
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$3,330,397
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,530,916
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,200,519
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,215,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,907,641
Interest on participant loans2021-12-31$12,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$75,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$63,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$63,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,827,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$950,230
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$9,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$612,891
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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$3,235,689
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,377,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,309,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,610,132
Value of total assets at end of year2020-12-31$16,200,519
Value of total assets at beginning of year2020-12-31$14,342,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,165
Total interest from all sources2020-12-31$12,520
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$372,303
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$372,303
Administrative expenses professional fees incurred2020-12-31$68,165
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$648,980
Participant contributions at end of year2020-12-31$219,349
Participant contributions at beginning of year2020-12-31$206,701
Participant contributions at beginning of year2020-12-31$107
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,108
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$1,857,882
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,200,519
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,342,637
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,907,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,118,551
Interest on participant loans2020-12-31$12,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$63,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,240,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$955,044
Employer contributions (assets) at end of year2020-12-31$9,679
Employer contributions (assets) at beginning of year2020-12-31$2,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,309,642
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 name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$120,803
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$3,793,855
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$688,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$622,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,481,139
Value of total assets at end of year2019-12-31$14,342,637
Value of total assets at beginning of year2019-12-31$11,116,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,005
Total interest from all sources2019-12-31$9,903
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$369,679
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$369,679
Administrative expenses professional fees incurred2019-12-31$66,005
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$602,305
Participant contributions at end of year2019-12-31$206,701
Participant contributions at beginning of year2019-12-31$218,381
Participant contributions at end of year2019-12-31$107
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,517
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$3,105,264
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,342,637
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,116,570
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,118,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,877,736
Interest on participant loans2019-12-31$9,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$20,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$20,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,933,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$872,317
Employer contributions (assets) at end of year2019-12-31$2,097
Employer contributions (assets) at beginning of year2019-12-31$-113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$622,586
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 name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$692,127
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$791,151
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$547,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$488,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,398,131
Value of total assets at end of year2018-12-31$11,116,570
Value of total assets at beginning of year2018-12-31$10,181,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,433
Total interest from all sources2018-12-31$12,168
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$338,747
Administrative expenses professional fees incurred2018-12-31$59,433
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$500,218
Participant contributions at end of year2018-12-31$218,381
Participant contributions at beginning of year2018-12-31$283,252
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$11,934
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$145,266
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$243,186
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,116,570
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,181,257
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,877,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,860,011
Interest on participant loans2018-12-31$12,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$20,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-957,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$752,647
Employer contributions (assets) at end of year2018-12-31$-113
Employer contributions (assets) at beginning of year2018-12-31$20,775
Income. Dividends from common stock2018-12-31$338,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$488,532
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 name2018-12-31PORTER KEADLE MOORE, LLC
Accountancy firm EIN2018-12-31581303048
2017 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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$3,017,665
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$262,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$201,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,806,222
Value of total assets at end of year2017-12-31$10,181,257
Value of total assets at beginning of year2017-12-31$7,426,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,107
Total interest from all sources2017-12-31$11,359
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$296,081
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$296,081
Administrative expenses professional fees incurred2017-12-31$61,107
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$369,965
Participant contributions at end of year2017-12-31$283,252
Participant contributions at beginning of year2017-12-31$225,633
Participant contributions at end of year2017-12-31$11,934
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$851,359
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$2,755,169
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,181,257
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,426,088
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,860,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,195,294
Interest on participant loans2017-12-31$11,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$904,003
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$584,898
Employer contributions (assets) at end of year2017-12-31$20,775
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$201,389
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 name2017-12-31PORTER KEADLE MOORE, LLC
Accountancy firm EIN2017-12-31581303048
2016 : PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$245,579
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$1,451,666
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$231,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$176,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$839,547
Value of total assets at end of year2016-12-31$7,426,088
Value of total assets at beginning of year2016-12-31$5,960,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,682
Total interest from all sources2016-12-31$10,445
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$240,029
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$240,029
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$314,539
Participant contributions at end of year2016-12-31$225,633
Participant contributions at beginning of year2016-12-31$212,291
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$1,219,882
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,426,088
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,960,627
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$55,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,195,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,743,284
Interest on participant loans2016-12-31$10,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$361,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$525,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$176,102
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 name2016-12-31PORTER KEADLE MOORE, LLC
Accountancy firm EIN2016-12-31581303048

Form 5500 Responses for PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

2022: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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: PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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

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