401k Plan data: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

L AND N CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: L AND N CREDIT UNION

Employer identification number (EIN): 630371534

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01 MICHELLE COOPER 2024-01-25
001 2021-06-01 MICHELLE COOPER 2022-12-05
001 2020-06-01 MICHELLE COOPER 2021-11-15
001 2019-06-01 MICHELLE COOPER 2021-01-27
001 2018-06-01 MICHELLE COOPER 2020-02-06
001 2017-06-01 MICHELLE COOPER 2019-02-26
001 2016-06-01 MICHELLE COOPER 2017-08-31
001 2015-06-01 JAN DAVIDSON 2017-03-14
001 2014-06-01 JAN DAVIDSON 2016-03-15
001 2013-06-01 JAN DAVIDSON 2015-03-12
001 2012-06-01 JAN DAVIDSON 2014-03-12
001 2011-06-01 JAN DAVIDSON 2013-03-08
001 2010-06-01 JAN DAVIDSON 2012-03-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-06-01	MICHELLE COOPER	2024-01-25
001	2021-06-01	MICHELLE COOPER	2022-12-05
001	2020-06-01	MICHELLE COOPER	2021-11-15
001	2019-06-01	MICHELLE COOPER	2021-01-27
001	2018-06-01	MICHELLE COOPER	2020-02-06
001	2017-06-01	MICHELLE COOPER	2019-02-26
001	2016-06-01	MICHELLE COOPER	2017-08-31
001	2015-06-01	JAN DAVIDSON	2017-03-14
001	2014-06-01	JAN DAVIDSON	2016-03-15
001	2013-06-01	JAN DAVIDSON	2015-03-12
001	2012-06-01	JAN DAVIDSON	2014-03-12
001	2011-06-01	JAN DAVIDSON	2013-03-08
001	2010-06-01	JAN DAVIDSON	2012-03-08

Plan Statistics for L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2023: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets 2023-05-31 113,921
Acturial value of plan assets 2023-05-31 113,921
Funding target for retired participants and beneficiaries receiving payment 2023-05-31 0
Number of terminated vested participants 2023-05-31 0
Fundng target for terminated vested participants 2023-05-31 0
Active participant vested funding target 2023-05-31 54,800
Number of active participants 2023-05-31 4
Total funding liabilities for active participants 2023-05-31 60,434
Total participant count 2023-05-31 4
Total funding target for all participants 2023-05-31 60,434
Balance at beginning of prior year after applicable adjustments 2023-05-31 918
Prefunding balance at beginning of prior year after applicable adjustments 2023-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-05-31 0
Prefunding balanced used to offset prior years funding requirement 2023-05-31 0
Amount remaining of carryover balance 2023-05-31 918
Amount remaining of prefunding balance 2023-05-31 0
Present value of excess contributions 2023-05-31 53,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-05-31 57,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-05-31 0
Reductions in caryover balances due to elections or deemed elections 2023-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-05-31 0
Balance of carryovers at beginning of current year 2023-05-31 927
Balance of prefunding at beginning of current year 2023-05-31 0
Total employer contributions 2023-05-31 43,633
Total employee contributions 2023-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-05-31 42,355
Unpaid minimum required contributions for all prior years 2023-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-05-31 0
Remaining amount of unpaid minimum required contributions 2023-05-31 0
Minimum required contributions for current year target normal cost 2023-05-31 11,845
Net shortfall amortization installment of oustanding balance 2023-05-31 0
Waiver amortization installment 2023-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-05-31 0
Carryover balance elected to use to offset funding requirement 2023-05-31 0
Prefunding balance elected to use to offset funding requirement 2023-05-31 0
Additional cash requirement 2023-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-05-31 42,355
Unpaid minimum required contributions for current year 2023-05-31 0
Unpaid minimum required contributions for all years 2023-05-31 0
2022: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-05-31 57,346
Acturial value of plan assets 2022-05-31 57,346
Funding target for retired participants and beneficiaries receiving payment 2022-05-31 0
Number of terminated vested participants 2022-05-31 0
Fundng target for terminated vested participants 2022-05-31 0
Active participant vested funding target 2022-05-31 34,036
Number of active participants 2022-05-31 2
Total funding liabilities for active participants 2022-05-31 39,003
Total participant count 2022-05-31 2
Total funding target for all participants 2022-05-31 39,003
Balance at beginning of prior year after applicable adjustments 2022-05-31 906
Prefunding balance at beginning of prior year after applicable adjustments 2022-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-05-31 0
Prefunding balanced used to offset prior years funding requirement 2022-05-31 0
Amount remaining of carryover balance 2022-05-31 906
Amount remaining of prefunding balance 2022-05-31 0
Present value of excess contributions 2022-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-05-31 0
Reductions in caryover balances due to elections or deemed elections 2022-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-05-31 0
Balance of carryovers at beginning of current year 2022-05-31 918
Balance of prefunding at beginning of current year 2022-05-31 0
Total employer contributions 2022-05-31 55,786
Total employee contributions 2022-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-05-31 53,893
Unpaid minimum required contributions for all prior years 2022-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-05-31 0
Remaining amount of unpaid minimum required contributions 2022-05-31 0
Minimum required contributions for current year target normal cost 2022-05-31 10,849
Net shortfall amortization installment of oustanding balance 2022-05-31 0
Waiver amortization installment 2022-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-05-31 0
Carryover balance elected to use to offset funding requirement 2022-05-31 0
Prefunding balance elected to use to offset funding requirement 2022-05-31 0
Additional cash requirement 2022-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-05-31 53,893
Unpaid minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for all years 2022-05-31 0
2021: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-05-31 56,600
Acturial value of plan assets 2021-05-31 56,600
Funding target for retired participants and beneficiaries receiving payment 2021-05-31 0
Number of terminated vested participants 2021-05-31 0
Fundng target for terminated vested participants 2021-05-31 0
Active participant vested funding target 2021-05-31 24,041
Number of active participants 2021-05-31 2
Total funding liabilities for active participants 2021-05-31 28,662
Total participant count 2021-05-31 2
Total funding target for all participants 2021-05-31 28,662
Balance at beginning of prior year after applicable adjustments 2021-05-31 892
Prefunding balance at beginning of prior year after applicable adjustments 2021-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-05-31 0
Prefunding balanced used to offset prior years funding requirement 2021-05-31 0
Amount remaining of carryover balance 2021-05-31 892
Amount remaining of prefunding balance 2021-05-31 0
Present value of excess contributions 2021-05-31 11,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-05-31 12,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-05-31 0
Reductions in caryover balances due to elections or deemed elections 2021-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-05-31 0
Balance of carryovers at beginning of current year 2021-05-31 906
Balance of prefunding at beginning of current year 2021-05-31 0
Total employer contributions 2021-05-31 0
Total employee contributions 2021-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-05-31 0
Unpaid minimum required contributions for all prior years 2021-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-05-31 0
Remaining amount of unpaid minimum required contributions 2021-05-31 0
Minimum required contributions for current year target normal cost 2021-05-31 9,342
Net shortfall amortization installment of oustanding balance 2021-05-31 0
Waiver amortization installment 2021-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-05-31 0
Carryover balance elected to use to offset funding requirement 2021-05-31 0
Prefunding balance elected to use to offset funding requirement 2021-05-31 0
Additional cash requirement 2021-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for all years 2021-05-31 0
2020: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-05-31 43,924
Acturial value of plan assets 2020-05-31 43,924
Funding target for retired participants and beneficiaries receiving payment 2020-05-31 0
Number of terminated vested participants 2020-05-31 0
Fundng target for terminated vested participants 2020-05-31 0
Active participant vested funding target 2020-05-31 15,299
Number of active participants 2020-05-31 2
Total funding liabilities for active participants 2020-05-31 18,954
Total participant count 2020-05-31 2
Total funding target for all participants 2020-05-31 18,954
Balance at beginning of prior year after applicable adjustments 2020-05-31 878
Prefunding balance at beginning of prior year after applicable adjustments 2020-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-05-31 0
Prefunding balanced used to offset prior years funding requirement 2020-05-31 0
Amount remaining of carryover balance 2020-05-31 878
Amount remaining of prefunding balance 2020-05-31 0
Present value of excess contributions 2020-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-05-31 0
Reductions in caryover balances due to elections or deemed elections 2020-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-05-31 0
Balance of carryovers at beginning of current year 2020-05-31 892
Balance of prefunding at beginning of current year 2020-05-31 0
Total employer contributions 2020-05-31 11,924
Total employee contributions 2020-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-05-31 11,417
Unpaid minimum required contributions for all prior years 2020-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-05-31 0
Remaining amount of unpaid minimum required contributions 2020-05-31 0
Minimum required contributions for current year target normal cost 2020-05-31 6,810
Net shortfall amortization installment of oustanding balance 2020-05-31 0
Waiver amortization installment 2020-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-05-31 0
Carryover balance elected to use to offset funding requirement 2020-05-31 0
Prefunding balance elected to use to offset funding requirement 2020-05-31 0
Additional cash requirement 2020-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-05-31 11,417
Unpaid minimum required contributions for current year 2020-05-31 0
Unpaid minimum required contributions for all years 2020-05-31 0
2019: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-05-31 43,239
Acturial value of plan assets 2019-05-31 43,239
Funding target for retired participants and beneficiaries receiving payment 2019-05-31 0
Number of terminated vested participants 2019-05-31 0
Fundng target for terminated vested participants 2019-05-31 0
Active participant vested funding target 2019-05-31 9,243
Number of active participants 2019-05-31 2
Total funding liabilities for active participants 2019-05-31 11,368
Total participant count 2019-05-31 2
Total funding target for all participants 2019-05-31 11,368
Balance at beginning of prior year after applicable adjustments 2019-05-31 867
Prefunding balance at beginning of prior year after applicable adjustments 2019-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-05-31 0
Prefunding balanced used to offset prior years funding requirement 2019-05-31 0
Amount remaining of carryover balance 2019-05-31 867
Amount remaining of prefunding balance 2019-05-31 0
Present value of excess contributions 2019-05-31 59,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-05-31 62,922
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-05-31 0
Reductions in caryover balances due to elections or deemed elections 2019-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-05-31 0
Balance of carryovers at beginning of current year 2019-05-31 878
Balance of prefunding at beginning of current year 2019-05-31 0
Total employer contributions 2019-05-31 0
Total employee contributions 2019-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-05-31 0
Unpaid minimum required contributions for all prior years 2019-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-05-31 0
Remaining amount of unpaid minimum required contributions 2019-05-31 0
Minimum required contributions for current year target normal cost 2019-05-31 4,410
Net shortfall amortization installment of oustanding balance 2019-05-31 0
Waiver amortization installment 2019-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-05-31 0
Carryover balance elected to use to offset funding requirement 2019-05-31 0
Prefunding balance elected to use to offset funding requirement 2019-05-31 0
Additional cash requirement 2019-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for all years 2019-05-31 0
2018: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-05-31 1,143,977
Acturial value of plan assets 2018-05-31 1,143,977
Funding target for retired participants and beneficiaries receiving payment 2018-05-31 0
Number of terminated vested participants 2018-05-31 1
Fundng target for terminated vested participants 2018-05-31 872,827
Active participant vested funding target 2018-05-31 209,954
Number of active participants 2018-05-31 3
Total funding liabilities for active participants 2018-05-31 211,747
Total participant count 2018-05-31 4
Total funding target for all participants 2018-05-31 1,084,574
Balance at beginning of prior year after applicable adjustments 2018-05-31 856
Prefunding balance at beginning of prior year after applicable adjustments 2018-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-05-31 0
Prefunding balanced used to offset prior years funding requirement 2018-05-31 0
Amount remaining of carryover balance 2018-05-31 856
Amount remaining of prefunding balance 2018-05-31 0
Present value of excess contributions 2018-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-05-31 0
Reductions in caryover balances due to elections or deemed elections 2018-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-05-31 0
Balance of carryovers at beginning of current year 2018-05-31 867
Balance of prefunding at beginning of current year 2018-05-31 0
Total employer contributions 2018-05-31 60,339
Total employee contributions 2018-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-05-31 59,529
Unpaid minimum required contributions for all prior years 2018-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-05-31 0
Remaining amount of unpaid minimum required contributions 2018-05-31 0
Minimum required contributions for current year target normal cost 2018-05-31 15,778
Net shortfall amortization installment of oustanding balance 2018-05-31 0
Waiver amortization installment 2018-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-05-31 0
Carryover balance elected to use to offset funding requirement 2018-05-31 0
Prefunding balance elected to use to offset funding requirement 2018-05-31 0
Additional cash requirement 2018-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-05-31 59,529
Unpaid minimum required contributions for current year 2018-05-31 0
Unpaid minimum required contributions for all years 2018-05-31 0
2017: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-05-31 1,129,767
Acturial value of plan assets 2017-05-31 1,129,767
Funding target for retired participants and beneficiaries receiving payment 2017-05-31 0
Number of terminated vested participants 2017-05-31 0
Fundng target for terminated vested participants 2017-05-31 0
Active participant vested funding target 2017-05-31 881,206
Number of active participants 2017-05-31 3
Total funding liabilities for active participants 2017-05-31 882,679
Total participant count 2017-05-31 3
Total funding target for all participants 2017-05-31 882,679
Balance at beginning of prior year after applicable adjustments 2017-05-31 844
Prefunding balance at beginning of prior year after applicable adjustments 2017-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-05-31 0
Prefunding balanced used to offset prior years funding requirement 2017-05-31 0
Amount remaining of carryover balance 2017-05-31 844
Amount remaining of prefunding balance 2017-05-31 0
Present value of excess contributions 2017-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-05-31 0
Reductions in caryover balances due to elections or deemed elections 2017-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-05-31 0
Balance of carryovers at beginning of current year 2017-05-31 856
Balance of prefunding at beginning of current year 2017-05-31 0
Total employer contributions 2017-05-31 0
Total employee contributions 2017-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-05-31 0
Unpaid minimum required contributions for all prior years 2017-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-05-31 0
Remaining amount of unpaid minimum required contributions 2017-05-31 0
Minimum required contributions for current year target normal cost 2017-05-31 12,046
Net shortfall amortization installment of oustanding balance 2017-05-31 0
Waiver amortization installment 2017-05-31 0
Waived amount of outstanding balance 2017-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-05-31 0
Carryover balance elected to use to offset funding requirement 2017-05-31 0
Prefunding balance elected to use to offset funding requirement 2017-05-31 0
Additional cash requirement 2017-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for all years 2017-05-31 0

Measure	Date	Value
2023: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets	2023-05-31	113,921
Acturial value of plan assets	2023-05-31	113,921
Funding target for retired participants and beneficiaries receiving payment	2023-05-31	0
Number of terminated vested participants	2023-05-31	0
Fundng target for terminated vested participants	2023-05-31	0
Active participant vested funding target	2023-05-31	54,800
Number of active participants	2023-05-31	4
Total funding liabilities for active participants	2023-05-31	60,434
Total participant count	2023-05-31	4
Total funding target for all participants	2023-05-31	60,434
Balance at beginning of prior year after applicable adjustments	2023-05-31	918
Prefunding balance at beginning of prior year after applicable adjustments	2023-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-05-31	0
Prefunding balanced used to offset prior years funding requirement	2023-05-31	0
Amount remaining of carryover balance	2023-05-31	918
Amount remaining of prefunding balance	2023-05-31	0
Present value of excess contributions	2023-05-31	53,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-05-31	57,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-05-31	0
Reductions in caryover balances due to elections or deemed elections	2023-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-05-31	0
Balance of carryovers at beginning of current year	2023-05-31	927
Balance of prefunding at beginning of current year	2023-05-31	0
Total employer contributions	2023-05-31	43,633
Total employee contributions	2023-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-05-31	42,355
Unpaid minimum required contributions for all prior years	2023-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-05-31	0
Remaining amount of unpaid minimum required contributions	2023-05-31	0
Minimum required contributions for current year target normal cost	2023-05-31	11,845
Net shortfall amortization installment of oustanding balance	2023-05-31	0
Waiver amortization installment	2023-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-05-31	0
Carryover balance elected to use to offset funding requirement	2023-05-31	0
Prefunding balance elected to use to offset funding requirement	2023-05-31	0
Additional cash requirement	2023-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-05-31	42,355
Unpaid minimum required contributions for current year	2023-05-31	0
Unpaid minimum required contributions for all years	2023-05-31	0
2022: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-05-31	57,346
Acturial value of plan assets	2022-05-31	57,346
Funding target for retired participants and beneficiaries receiving payment	2022-05-31	0
Number of terminated vested participants	2022-05-31	0
Fundng target for terminated vested participants	2022-05-31	0
Active participant vested funding target	2022-05-31	34,036
Number of active participants	2022-05-31	2
Total funding liabilities for active participants	2022-05-31	39,003
Total participant count	2022-05-31	2
Total funding target for all participants	2022-05-31	39,003
Balance at beginning of prior year after applicable adjustments	2022-05-31	906
Prefunding balance at beginning of prior year after applicable adjustments	2022-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-05-31	0
Prefunding balanced used to offset prior years funding requirement	2022-05-31	0
Amount remaining of carryover balance	2022-05-31	906
Amount remaining of prefunding balance	2022-05-31	0
Present value of excess contributions	2022-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-05-31	0
Reductions in caryover balances due to elections or deemed elections	2022-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-05-31	0
Balance of carryovers at beginning of current year	2022-05-31	918
Balance of prefunding at beginning of current year	2022-05-31	0
Total employer contributions	2022-05-31	55,786
Total employee contributions	2022-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-05-31	53,893
Unpaid minimum required contributions for all prior years	2022-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-05-31	0
Remaining amount of unpaid minimum required contributions	2022-05-31	0
Minimum required contributions for current year target normal cost	2022-05-31	10,849
Net shortfall amortization installment of oustanding balance	2022-05-31	0
Waiver amortization installment	2022-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-05-31	0
Carryover balance elected to use to offset funding requirement	2022-05-31	0
Prefunding balance elected to use to offset funding requirement	2022-05-31	0
Additional cash requirement	2022-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-05-31	53,893
Unpaid minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for all years	2022-05-31	0
2021: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-05-31	56,600
Acturial value of plan assets	2021-05-31	56,600
Funding target for retired participants and beneficiaries receiving payment	2021-05-31	0
Number of terminated vested participants	2021-05-31	0
Fundng target for terminated vested participants	2021-05-31	0
Active participant vested funding target	2021-05-31	24,041
Number of active participants	2021-05-31	2
Total funding liabilities for active participants	2021-05-31	28,662
Total participant count	2021-05-31	2
Total funding target for all participants	2021-05-31	28,662
Balance at beginning of prior year after applicable adjustments	2021-05-31	892
Prefunding balance at beginning of prior year after applicable adjustments	2021-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-05-31	0
Prefunding balanced used to offset prior years funding requirement	2021-05-31	0
Amount remaining of carryover balance	2021-05-31	892
Amount remaining of prefunding balance	2021-05-31	0
Present value of excess contributions	2021-05-31	11,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-05-31	12,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-05-31	0
Reductions in caryover balances due to elections or deemed elections	2021-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-05-31	0
Balance of carryovers at beginning of current year	2021-05-31	906
Balance of prefunding at beginning of current year	2021-05-31	0
Total employer contributions	2021-05-31	0
Total employee contributions	2021-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-05-31	0
Unpaid minimum required contributions for all prior years	2021-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-05-31	0
Remaining amount of unpaid minimum required contributions	2021-05-31	0
Minimum required contributions for current year target normal cost	2021-05-31	9,342
Net shortfall amortization installment of oustanding balance	2021-05-31	0
Waiver amortization installment	2021-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-05-31	0
Carryover balance elected to use to offset funding requirement	2021-05-31	0
Prefunding balance elected to use to offset funding requirement	2021-05-31	0
Additional cash requirement	2021-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for all years	2021-05-31	0
2020: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-05-31	43,924
Acturial value of plan assets	2020-05-31	43,924
Funding target for retired participants and beneficiaries receiving payment	2020-05-31	0
Number of terminated vested participants	2020-05-31	0
Fundng target for terminated vested participants	2020-05-31	0
Active participant vested funding target	2020-05-31	15,299
Number of active participants	2020-05-31	2
Total funding liabilities for active participants	2020-05-31	18,954
Total participant count	2020-05-31	2
Total funding target for all participants	2020-05-31	18,954
Balance at beginning of prior year after applicable adjustments	2020-05-31	878
Prefunding balance at beginning of prior year after applicable adjustments	2020-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-05-31	0
Prefunding balanced used to offset prior years funding requirement	2020-05-31	0
Amount remaining of carryover balance	2020-05-31	878
Amount remaining of prefunding balance	2020-05-31	0
Present value of excess contributions	2020-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-05-31	0
Reductions in caryover balances due to elections or deemed elections	2020-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-05-31	0
Balance of carryovers at beginning of current year	2020-05-31	892
Balance of prefunding at beginning of current year	2020-05-31	0
Total employer contributions	2020-05-31	11,924
Total employee contributions	2020-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-05-31	11,417
Unpaid minimum required contributions for all prior years	2020-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-05-31	0
Remaining amount of unpaid minimum required contributions	2020-05-31	0
Minimum required contributions for current year target normal cost	2020-05-31	6,810
Net shortfall amortization installment of oustanding balance	2020-05-31	0
Waiver amortization installment	2020-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-05-31	0
Carryover balance elected to use to offset funding requirement	2020-05-31	0
Prefunding balance elected to use to offset funding requirement	2020-05-31	0
Additional cash requirement	2020-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-05-31	11,417
Unpaid minimum required contributions for current year	2020-05-31	0
Unpaid minimum required contributions for all years	2020-05-31	0
2019: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-05-31	43,239
Acturial value of plan assets	2019-05-31	43,239
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	0
Number of terminated vested participants	2019-05-31	0
Fundng target for terminated vested participants	2019-05-31	0
Active participant vested funding target	2019-05-31	9,243
Number of active participants	2019-05-31	2
Total funding liabilities for active participants	2019-05-31	11,368
Total participant count	2019-05-31	2
Total funding target for all participants	2019-05-31	11,368
Balance at beginning of prior year after applicable adjustments	2019-05-31	867
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	867
Amount remaining of prefunding balance	2019-05-31	0
Present value of excess contributions	2019-05-31	59,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	62,922
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	0
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	878
Balance of prefunding at beginning of current year	2019-05-31	0
Total employer contributions	2019-05-31	0
Total employee contributions	2019-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	0
Unpaid minimum required contributions for all prior years	2019-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	4,410
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	0
Carryover balance elected to use to offset funding requirement	2019-05-31	0
Prefunding balance elected to use to offset funding requirement	2019-05-31	0
Additional cash requirement	2019-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-05-31	1,143,977
Acturial value of plan assets	2018-05-31	1,143,977
Funding target for retired participants and beneficiaries receiving payment	2018-05-31	0
Number of terminated vested participants	2018-05-31	1
Fundng target for terminated vested participants	2018-05-31	872,827
Active participant vested funding target	2018-05-31	209,954
Number of active participants	2018-05-31	3
Total funding liabilities for active participants	2018-05-31	211,747
Total participant count	2018-05-31	4
Total funding target for all participants	2018-05-31	1,084,574
Balance at beginning of prior year after applicable adjustments	2018-05-31	856
Prefunding balance at beginning of prior year after applicable adjustments	2018-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-05-31	0
Prefunding balanced used to offset prior years funding requirement	2018-05-31	0
Amount remaining of carryover balance	2018-05-31	856
Amount remaining of prefunding balance	2018-05-31	0
Present value of excess contributions	2018-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-05-31	0
Reductions in caryover balances due to elections or deemed elections	2018-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-05-31	0
Balance of carryovers at beginning of current year	2018-05-31	867
Balance of prefunding at beginning of current year	2018-05-31	0
Total employer contributions	2018-05-31	60,339
Total employee contributions	2018-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-05-31	59,529
Unpaid minimum required contributions for all prior years	2018-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-05-31	0
Remaining amount of unpaid minimum required contributions	2018-05-31	0
Minimum required contributions for current year target normal cost	2018-05-31	15,778
Net shortfall amortization installment of oustanding balance	2018-05-31	0
Waiver amortization installment	2018-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-05-31	0
Carryover balance elected to use to offset funding requirement	2018-05-31	0
Prefunding balance elected to use to offset funding requirement	2018-05-31	0
Additional cash requirement	2018-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-05-31	59,529
Unpaid minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for all years	2018-05-31	0
2017: L AND N CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-05-31	1,129,767
Acturial value of plan assets	2017-05-31	1,129,767
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	0
Number of terminated vested participants	2017-05-31	0
Fundng target for terminated vested participants	2017-05-31	0
Active participant vested funding target	2017-05-31	881,206
Number of active participants	2017-05-31	3
Total funding liabilities for active participants	2017-05-31	882,679
Total participant count	2017-05-31	3
Total funding target for all participants	2017-05-31	882,679
Balance at beginning of prior year after applicable adjustments	2017-05-31	844
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	844
Amount remaining of prefunding balance	2017-05-31	0
Present value of excess contributions	2017-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	0
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	856
Balance of prefunding at beginning of current year	2017-05-31	0
Total employer contributions	2017-05-31	0
Total employee contributions	2017-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	0
Unpaid minimum required contributions for all prior years	2017-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	12,046
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Waived amount of outstanding balance	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	0
Carryover balance elected to use to offset funding requirement	2017-05-31	0
Prefunding balance elected to use to offset funding requirement	2017-05-31	0
Additional cash requirement	2017-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0

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Company Name:	L AND N CREDIT UNION
Employer identification number (EIN):	630371534
NAIC Classification:	522130
NAIC Description:	Credit Unions