GUARDIAN CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GUARDIAN CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : GUARDIAN CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-01-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-01-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-01-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-01-28 | 27672 |
| Net assets as of the end of the plan year | 2025-01-28 | 3114302 |
| Total assets as of the beginning of the plan year | 2025-01-28 | 2748547 |
| Value of plan covered by a fidelity bond | 2025-01-28 | 9000000 |
| Participant contributions to plan in this plan year | 2025-01-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-01-28 | 0 |
| Other contributions to plan in this plan year | 2025-01-28 | 0 |
| Other income to plan in this plan year | 2025-01-28 | 393427 |
| Plan net income in this plan year | 2025-01-28 | 365755 |
| Net assets as of the end of the plan year | 2025-01-28 | 3114302 |
| Net assets as of the beginning of the plan year | 2025-01-28 | 2748547 |
| Employer contributions to plan in this plan year | 2025-01-28 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-28 | 20395 |
| 2019 : GUARDIAN CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $0 |
| Total income from all sources (including contributions) | 2019-04-30 | $208,411 |
| Total loss/gain on sale of assets | 2019-04-30 | $0 |
| Total of all expenses incurred | 2019-04-30 | $234,179 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $234,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $63,000 |
| Value of total assets at end of year | 2019-04-30 | $2,234,294 |
| Value of total assets at beginning of year | 2019-04-30 | $2,260,062 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $0 |
| Total interest from all sources | 2019-04-30 | $7,418 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $-25,768 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $2,234,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $2,260,062 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-04-30 | $1,833,013 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-04-30 | $1,695,020 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $7,418 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-04-30 | $338,281 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-04-30 | $565,042 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-04-30 | $137,993 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Contributions received in cash from employer | 2019-04-30 | $63,000 |
| Employer contributions (assets) at end of year | 2019-04-30 | $63,000 |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $234,179 |
| Did the plan have assets held for investment | 2019-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Disclaimer |
| Accountancy firm name | 2019-04-30 | PEARCE, BEVILL, LEESBURG, MOORE PC |
| Accountancy firm EIN | 2019-04-30 | 630813240 |
| 2018 : GUARDIAN CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $0 |
| Total income from all sources (including contributions) | 2018-04-30 | $650,461 |
| Total loss/gain on sale of assets | 2018-04-30 | $0 |
| Total of all expenses incurred | 2018-04-30 | $616,101 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $616,101 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $500,000 |
| Value of total assets at end of year | 2018-04-30 | $2,260,062 |
| Value of total assets at beginning of year | 2018-04-30 | $2,225,702 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $0 |
| Total interest from all sources | 2018-04-30 | $8,376 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $34,360 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $2,260,062 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $2,225,702 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-04-30 | $1,695,020 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-04-30 | $1,352,935 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $8,376 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-04-30 | $565,042 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-04-30 | $872,767 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-04-30 | $142,085 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Contributions received in cash from employer | 2018-04-30 | $500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $616,101 |
| Did the plan have assets held for investment | 2018-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Disclaimer |
| Accountancy firm name | 2018-04-30 | PEARCE, BEVILL, LEESBURG, MOORE PC |
| Accountancy firm EIN | 2018-04-30 | 630813240 |
| 2017 : GUARDIAN CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $0 |
| Total income from all sources (including contributions) | 2017-04-30 | $176,484 |
| Total loss/gain on sale of assets | 2017-04-30 | $0 |
| Total of all expenses incurred | 2017-04-30 | $128,623 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $128,623 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $0 |
| Value of total assets at end of year | 2017-04-30 | $2,225,702 |
| Value of total assets at beginning of year | 2017-04-30 | $2,177,841 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $0 |
| Total interest from all sources | 2017-04-30 | $11,310 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
| Value of fidelity bond cover | 2017-04-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $47,861 |
| Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $2,225,702 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $2,177,841 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-04-30 | $1,352,935 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-04-30 | $1,187,761 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-04-30 | $11,310 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-04-30 | $872,767 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-04-30 | $990,080 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-04-30 | $76,285 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-04-30 | $165,174 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $52,338 |
| Did the plan have assets held for investment | 2017-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Disclaimer |
| Accountancy firm name | 2017-04-30 | PEARCE, BEVILL, LEESBURG, MOORE PC |
| Accountancy firm EIN | 2017-04-30 | 630813240 |
| 2016 : GUARDIAN CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $0 |
| Total income from all sources (including contributions) | 2016-04-30 | $631,436 |
| Total loss/gain on sale of assets | 2016-04-30 | $0 |
| Total of all expenses incurred | 2016-04-30 | $838,790 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $838,790 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $625,463 |
| Value of total assets at end of year | 2016-04-30 | $2,177,841 |
| Value of total assets at beginning of year | 2016-04-30 | $2,385,195 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $0 |
| Total interest from all sources | 2016-04-30 | $15,386 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
| Value of fidelity bond cover | 2016-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $-207,354 |
| Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $2,177,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $2,385,195 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-04-30 | $1,187,761 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-04-30 | $948,661 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-04-30 | $15,386 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-04-30 | $990,080 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-04-30 | $1,436,534 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-04-30 | $-9,413 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Contributions received in cash from employer | 2016-04-30 | $625,463 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $838,790 |
| Did the plan have assets held for investment | 2016-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Disclaimer |
| Accountancy firm name | 2016-04-30 | PEARCE, BEVILL, LEESBURG, MOORE, PC |
| Accountancy firm EIN | 2016-04-30 | 630813240 |
