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COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 401k Plan overview

Plan NameCOMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN
Plan identification number 002

COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS 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

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

Company Name:COMMUNITY FIRST CREDIT UNION OF FLORIDA
Employer identification number (EIN):590227113
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about COMMUNITY FIRST CREDIT UNION OF FLORIDA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2017-02-21
Company Identification Number: Q17000000024
Legal Registered Office Address: 637 NORTH LEE STREET

JACKSONVILLE

32204

More information about COMMUNITY FIRST CREDIT UNION OF FLORIDA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TRACY MANN TRACY MANN2018-09-12
0022016-01-01TRACY MANN TRACY MANN2018-01-29
0022015-01-01TRACY MANN TRACY MANN2016-10-03
0022014-01-01TRACY MANN TRACY MANN2015-10-01
0022013-01-01TRACY MANN TRACY MANN2014-10-09
0022012-01-01TRACY MANN
0022011-01-01TRACY MANN
0022009-01-01TRACY MANN
0022009-01-01TRACY MANN

Plan Statistics for COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN

401k plan membership statisitcs for COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN

Measure Date Value
2022: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01397
Total number of active participants reported on line 7a of the Form 55002022-01-01338
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01405
Number of participants with account balances2022-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01458
Total number of active participants reported on line 7a of the Form 55002021-01-01317
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01397
Number of participants with account balances2021-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01440
Total number of active participants reported on line 7a of the Form 55002020-01-01316
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01142
Total of all active and inactive participants2020-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01458
Number of participants with account balances2020-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01417
Total number of active participants reported on line 7a of the Form 55002019-01-01312
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01128
Total of all active and inactive participants2019-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01440
Number of participants with account balances2019-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01404
Total number of active participants reported on line 7a of the Form 55002018-01-01293
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01124
Total of all active and inactive participants2018-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01417
Number of participants with account balances2018-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01386
Total number of active participants reported on line 7a of the Form 55002017-01-01291
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01113
Total of all active and inactive participants2017-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01404
Number of participants with account balances2017-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01431
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01103
Total of all active and inactive participants2016-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01386
Number of participants with account balances2016-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01366
Total number of active participants reported on line 7a of the Form 55002015-01-01328
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01431
Number of participants with account balances2015-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01379
Total number of active participants reported on line 7a of the Form 55002014-01-01269
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01366
Number of participants with account balances2014-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01272
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01360
Number of participants with account balances2013-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01335
Total number of active participants reported on line 7a of the Form 55002012-01-01275
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01354
Number of participants with account balances2012-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01342
Total number of active participants reported on line 7a of the Form 55002011-01-01265
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01335
Number of participants with account balances2011-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01369
Total number of active participants reported on line 7a of the Form 55002009-01-01303
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01353
Number of participants with account balances2009-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN

Measure Date Value
2022 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-1,488,490
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,388,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,372,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,886,928
Value of total assets at end of year2022-12-31$20,604,774
Value of total assets at beginning of year2022-12-31$24,482,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,923
Total interest from all sources2022-12-31$39,234
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$1,264,652
Participant contributions at end of year2022-12-31$385,964
Participant contributions at beginning of year2022-12-31$581,862
Other income not declared elsewhere2022-12-31$1,406
Administrative expenses (other) incurred2022-12-31$16,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,877,422
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,604,774
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,482,196
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$17,999,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,847,222
Interest on participant loans2022-12-31$20,792
Interest earned on other investments2022-12-31$18,442
Value of interest in common/collective trusts at end of year2022-12-31$130,961
Value of interest in common/collective trusts at beginning of year2022-12-31$636,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,088,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,416,628
Net investment gain/loss from pooled separate accounts2022-12-31$-3,416,058
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$622,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,372,009
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
2021 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS 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$4,890,416
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,068,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,050,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,732,228
Value of total assets at end of year2021-12-31$24,482,196
Value of total assets at beginning of year2021-12-31$21,660,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,315
Total interest from all sources2021-12-31$54,414
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,099,523
Participant contributions at end of year2021-12-31$581,862
Participant contributions at beginning of year2021-12-31$636,180
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,747
Other income not declared elsewhere2021-12-31$492
Administrative expenses (other) incurred2021-12-31$18,315
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$2,821,744
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,482,196
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,660,452
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$21,847,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,775,806
Interest on participant loans2021-12-31$30,836
Interest earned on other investments2021-12-31$23,578
Value of interest in common/collective trusts at end of year2021-12-31$636,484
Value of interest in common/collective trusts at beginning of year2021-12-31$747,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,416,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,500,698
Net investment gain/loss from pooled separate accounts2021-12-31$3,103,282
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$546,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,050,357
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS 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$3,885,246
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$523,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$515,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,452,469
Value of total assets at end of year2020-12-31$21,660,452
Value of total assets at beginning of year2020-12-31$18,299,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,926
Total interest from all sources2020-12-31$48,697
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$955,694
Participant contributions at end of year2020-12-31$636,180
Participant contributions at beginning of year2020-12-31$635,128
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,146
Other income not declared elsewhere2020-12-31$346
Administrative expenses (other) incurred2020-12-31$8,926
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$3,361,304
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,660,452
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,299,148
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$17,775,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,881,593
Interest on participant loans2020-12-31$35,662
Interest earned on other investments2020-12-31$13,035
Value of interest in common/collective trusts at end of year2020-12-31$747,768
Value of interest in common/collective trusts at beginning of year2020-12-31$618,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,500,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,163,436
Net investment gain/loss from pooled separate accounts2020-12-31$2,185,718
Net investment gain or loss from common/collective trusts2020-12-31$198,016
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$484,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$515,016
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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,580,852
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$688,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$677,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,547,995
Value of total assets at end of year2019-12-31$18,299,148
Value of total assets at beginning of year2019-12-31$14,407,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,447
Total interest from all sources2019-12-31$45,092
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$876,688
Participant contributions at end of year2019-12-31$635,128
Participant contributions at beginning of year2019-12-31$633,503
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$212,665
Other income not declared elsewhere2019-12-31$237
Administrative expenses (other) incurred2019-12-31$11,447
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$3,892,108
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,299,148
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,407,040
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$15,881,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,229,262
Interest on participant loans2019-12-31$34,582
Interest earned on other investments2019-12-31$10,510
Value of interest in common/collective trusts at end of year2019-12-31$618,991
Value of interest in common/collective trusts at beginning of year2019-12-31$569,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,163,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$974,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,843,968
Net investment gain or loss from common/collective trusts2019-12-31$143,560
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$458,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$677,297
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$254,175
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$909,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$899,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,120,331
Value of total assets at end of year2018-12-31$14,407,040
Value of total assets at beginning of year2018-12-31$15,062,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,243
Total interest from all sources2018-12-31$41,069
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$737,388
Participant contributions at end of year2018-12-31$633,503
Participant contributions at beginning of year2018-12-31$616,605
Other income not declared elsewhere2018-12-31$2
Administrative expenses (other) incurred2018-12-31$10,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-655,569
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,407,040
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,062,609
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$12,229,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,900,281
Interest on participant loans2018-12-31$31,545
Interest earned on other investments2018-12-31$9,524
Value of interest in common/collective trusts at end of year2018-12-31$569,504
Value of interest in common/collective trusts at beginning of year2018-12-31$603,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$974,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$942,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-821,506
Net investment gain or loss from common/collective trusts2018-12-31$-85,721
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$382,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$899,501
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS 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$3,399,911
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,095,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,086,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,489,789
Value of total assets at end of year2017-12-31$15,062,609
Value of total assets at beginning of year2017-12-31$12,758,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,372
Total interest from all sources2017-12-31$35,853
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$692,965
Participant contributions at end of year2017-12-31$616,605
Participant contributions at beginning of year2017-12-31$551,877
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$68,857
Other income not declared elsewhere2017-12-31$166
Administrative expenses (other) incurred2017-12-31$9,372
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$2,304,182
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,062,609
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,758,427
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$12,900,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,759,144
Interest on participant loans2017-12-31$26,999
Interest earned on other investments2017-12-31$8,854
Value of interest in common/collective trusts at end of year2017-12-31$603,101
Value of interest in common/collective trusts at beginning of year2017-12-31$528,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$942,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$919,172
Net investment gain/loss from pooled separate accounts2017-12-31$1,874,103
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$727,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,086,357
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,402,250
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$601,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$595,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,388,698
Value of total assets at end of year2016-12-31$12,758,427
Value of total assets at beginning of year2016-12-31$10,957,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,379
Total interest from all sources2016-12-31$30,966
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$659,720
Participant contributions at end of year2016-12-31$551,877
Participant contributions at beginning of year2016-12-31$534,928
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$356,385
Other income not declared elsewhere2016-12-31$64
Administrative expenses (other) incurred2016-12-31$6,379
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$1,800,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,758,427
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,957,975
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,759,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,859,704
Interest on participant loans2016-12-31$23,740
Interest earned on other investments2016-12-31$7,226
Value of interest in common/collective trusts at end of year2016-12-31$528,234
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$919,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$563,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$982,522
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$372,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$595,419
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$897,322
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,840,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,830,309
Value of total corrective distributions2015-12-31$1,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$696,284
Value of total assets at end of year2015-12-31$10,957,975
Value of total assets at beginning of year2015-12-31$11,900,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,620
Total interest from all sources2015-12-31$23,609
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$32,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$32,635
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$648,078
Participant contributions at end of year2015-12-31$534,928
Participant contributions at beginning of year2015-12-31$570,342
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,168
Other income not declared elsewhere2015-12-31$31,970
Administrative expenses (other) incurred2015-12-31$8,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-942,966
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,957,975
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,900,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,859,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,338,115
Interest on participant loans2015-12-31$21,770
Interest earned on other investments2015-12-31$1,839
Value of interest in common/collective trusts at beginning of year2015-12-31$947,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$743,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$743,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$563,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-276,090
Net investment gain/loss from pooled separate accounts2015-12-31$388,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$38
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$301,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,830,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31591302284
2014 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,040,186
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$729,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$716,545
Expenses. Certain deemed distributions of participant loans2014-12-31$3,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,451,824
Value of total assets at end of year2014-12-31$11,900,941
Value of total assets at beginning of year2014-12-31$10,590,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,357
Total interest from all sources2014-12-31$22,747
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$627,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$627,805
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$610,140
Participant contributions at end of year2014-12-31$570,342
Participant contributions at beginning of year2014-12-31$559,178
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$546,620
Administrative expenses (other) incurred2014-12-31$9,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,310,361
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,900,941
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,590,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,338,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,156,187
Interest on participant loans2014-12-31$22,747
Value of interest in common/collective trusts at end of year2014-12-31$947,679
Value of interest in common/collective trusts at beginning of year2014-12-31$1,001,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$743,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$601,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$601,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-115,263
Net investment gain or loss from common/collective trusts2014-12-31$53,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$295,064
Employer contributions (assets) at end of year2014-12-31$301,237
Employer contributions (assets) at beginning of year2014-12-31$272,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$716,545
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31591302284
2013 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,376,177
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$879,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$866,725
Expenses. Certain deemed distributions of participant loans2013-12-31$4,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$849,295
Value of total assets at end of year2013-12-31$10,590,580
Value of total assets at beginning of year2013-12-31$9,094,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,537
Total interest from all sources2013-12-31$23,572
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$360,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$360,739
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$537,612
Participant contributions at end of year2013-12-31$559,178
Participant contributions at beginning of year2013-12-31$521,030
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,951
Administrative expenses (other) incurred2013-12-31$8,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,496,422
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,590,580
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,094,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,156,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,783,564
Interest on participant loans2013-12-31$23,572
Value of interest in common/collective trusts at end of year2013-12-31$1,001,160
Value of interest in common/collective trusts at beginning of year2013-12-31$812,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$601,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$722,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$722,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$963,557
Net investment gain or loss from common/collective trusts2013-12-31$179,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$272,732
Employer contributions (assets) at end of year2013-12-31$272,732
Employer contributions (assets) at beginning of year2013-12-31$253,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$866,725
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31591302284
2012 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,933,372
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$762,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$729,198
Expenses. Certain deemed distributions of participant loans2012-12-31$20,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,069,291
Value of total assets at end of year2012-12-31$9,094,158
Value of total assets at beginning of year2012-12-31$7,923,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,111
Total interest from all sources2012-12-31$21,546
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$238,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$238,320
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$498,463
Participant contributions at end of year2012-12-31$521,030
Participant contributions at beginning of year2012-12-31$506,556
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$88,896
Administrative expenses (other) incurred2012-12-31$13,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,170,572
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,094,158
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,923,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,783,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,029,986
Interest on participant loans2012-12-31$21,546
Value of interest in common/collective trusts at end of year2012-12-31$812,984
Value of interest in common/collective trusts at beginning of year2012-12-31$691,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$722,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$695,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$695,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$508,285
Net investment gain or loss from common/collective trusts2012-12-31$95,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$481,932
Employer contributions (assets) at end of year2012-12-31$253,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$729,198
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31591302284
2011 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$373,667
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,584,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,489,116
Expenses. Certain deemed distributions of participant loans2011-12-31$75,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$466,793
Value of total assets at end of year2011-12-31$7,923,586
Value of total assets at beginning of year2011-12-31$9,134,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,499
Total interest from all sources2011-12-31$23,017
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$149,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$149,822
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$455,509
Participant contributions at end of year2011-12-31$506,556
Participant contributions at beginning of year2011-12-31$615,629
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,284
Other income not declared elsewhere2011-12-31$283
Administrative expenses (other) incurred2011-12-31$20,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,211,149
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,923,586
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,134,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,029,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,187,255
Interest on participant loans2011-12-31$23,017
Value of interest in common/collective trusts at end of year2011-12-31$691,894
Value of interest in common/collective trusts at beginning of year2011-12-31$605,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$695,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$726,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$726,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-249,718
Net investment gain or loss from common/collective trusts2011-12-31$-16,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,489,116
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31591302284
2010 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$16,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,891
Total income from all sources (including contributions)2010-12-31$1,468,058
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$422,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$339,927
Expenses. Certain deemed distributions of participant loans2010-12-31$30,817
Value of total corrective distributions2010-12-31$8,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$585,309
Value of total assets at end of year2010-12-31$9,134,735
Value of total assets at beginning of year2010-12-31$8,079,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,947
Total interest from all sources2010-12-31$23,110
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$182,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$182,957
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$497,315
Participant contributions at end of year2010-12-31$615,629
Participant contributions at beginning of year2010-12-31$498,548
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,524
Other income not declared elsewhere2010-12-31$12,173
Administrative expenses (other) incurred2010-12-31$42,947
Total non interest bearing cash at beginning of year2010-12-31$8,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,045,600
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,134,735
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,072,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,187,255
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,493,694
Interest on participant loans2010-12-31$21,821
Interest earned on other investments2010-12-31$1,289
Value of interest in common/collective trusts at end of year2010-12-31$605,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$726,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$78,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$656,412
Net investment gain/loss from pooled separate accounts2010-12-31$-75,817
Net investment gain or loss from common/collective trusts2010-12-31$83,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$85,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$339,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,891
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31591302284
2009 : COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9879
Policy instance 1
Insurance contract or identification numberZH9879
Number of Individuals Covered405
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $52,523
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,236
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9879
Policy instance 1
Insurance contract or identification numberZH9879
Number of Individuals Covered397
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $54,012
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,258
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9879
Policy instance 1
Insurance contract or identification numberZH9879
Number of Individuals Covered458
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $44,155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,095
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9879
Policy instance 1
Insurance contract or identification numberZH9879
Number of Individuals Covered440
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $39,303
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,099
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9879
Policy instance 1
Insurance contract or identification numberZH9879
Number of Individuals Covered368
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $36,847
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,847
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9879
Policy instance 1
Insurance contract or identification numberZH9879
Number of Individuals Covered404
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,057
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,057
Insurance broker organization code?3
Insurance broker nameNYLIFE SECURITIES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9879
Policy instance 1
Insurance contract or identification numberZH9879
Number of Individuals Covered431
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,870
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,870
Insurance broker organization code?3
Insurance broker nameNYLIFE SECURITIES LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62904
Policy instance 1
Insurance contract or identification number62904
Number of Individuals Covered282
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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