401k Plan data: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

ROCKET CITY FEDERAL CU has sponsored the creation of one or more 401k plans.

Company Name: ROCKET CITY FEDERAL CU

Employer identification number (EIN): 630421312

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-08-01 STEPHANIE MOORE 2024-01-31
001 2021-08-01 STEPHANIE 2023-05-08
001 2020-08-01 STEPHANIE 2022-05-10
001 2019-08-01 LESLIE STONE 2021-05-10
001 2018-08-01 MARQUETTA CANTRELL 2020-02-06
001 2017-08-01 MARQUETTA CANTRELL 2019-01-07
001 2016-08-01 MARQUETTA CANTRELL 2017-12-28
001 2015-08-01 MARQUETTA CANTRELL 2016-12-05
001 2014-08-01 MARQUETTA CANTRELL 2016-01-14
001 2013-08-01 MARQUETTA CANTRELL 2015-01-27
001 2012-08-01 MARQUETTA CANTRELL 2014-02-12
001 2011-08-01 MARQUETTA CANTRELL 2013-04-25
001 2010-08-01 MARQUETTA CANTRELL 2011-09-27 MARQUETTA CANTRELL 2011-09-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-08-01	STEPHANIE MOORE	2024-01-31
001	2021-08-01	STEPHANIE	2023-05-08
001	2020-08-01	STEPHANIE	2022-05-10
001	2019-08-01	LESLIE STONE	2021-05-10
001	2018-08-01	MARQUETTA CANTRELL	2020-02-06
001	2017-08-01	MARQUETTA CANTRELL	2019-01-07
001	2016-08-01	MARQUETTA CANTRELL	2017-12-28
001	2015-08-01	MARQUETTA CANTRELL	2016-12-05
001	2014-08-01	MARQUETTA CANTRELL	2016-01-14
001	2013-08-01	MARQUETTA CANTRELL	2015-01-27
001	2012-08-01	MARQUETTA CANTRELL	2014-02-12
001	2011-08-01	MARQUETTA CANTRELL	2013-04-25
001	2010-08-01	MARQUETTA CANTRELL	2011-09-27	MARQUETTA CANTRELL	2011-09-27

Plan Statistics for ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2023: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets 2023-07-31 883,519
Acturial value of plan assets 2023-07-31 883,519
Funding target for retired participants and beneficiaries receiving payment 2023-07-31 0
Number of terminated vested participants 2023-07-31 5
Fundng target for terminated vested participants 2023-07-31 33,633
Active participant vested funding target 2023-07-31 512,770
Number of active participants 2023-07-31 8
Total funding liabilities for active participants 2023-07-31 521,536
Total participant count 2023-07-31 13
Total funding target for all participants 2023-07-31 555,169
Balance at beginning of prior year after applicable adjustments 2023-07-31 4,466
Prefunding balance at beginning of prior year after applicable adjustments 2023-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-07-31 0
Prefunding balanced used to offset prior years funding requirement 2023-07-31 0
Amount remaining of carryover balance 2023-07-31 4,466
Amount remaining of prefunding balance 2023-07-31 0
Present value of excess contributions 2023-07-31 324,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-07-31 342,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-07-31 0
Reductions in caryover balances due to elections or deemed elections 2023-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-07-31 0
Balance of carryovers at beginning of current year 2023-07-31 4,510
Balance of prefunding at beginning of current year 2023-07-31 0
Total employer contributions 2023-07-31 0
Total employee contributions 2023-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-07-31 0
Unpaid minimum required contributions for all prior years 2023-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-07-31 0
Remaining amount of unpaid minimum required contributions 2023-07-31 0
Minimum required contributions for current year target normal cost 2023-07-31 78,206
Net shortfall amortization installment of oustanding balance 2023-07-31 0
Waiver amortization installment 2023-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-07-31 0
Carryover balance elected to use to offset funding requirement 2023-07-31 0
Prefunding balance elected to use to offset funding requirement 2023-07-31 0
Additional cash requirement 2023-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-07-31 0
Unpaid minimum required contributions for current year 2023-07-31 0
Unpaid minimum required contributions for all years 2023-07-31 0
2022: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-07-31 476,322
Acturial value of plan assets 2022-07-31 476,322
Funding target for retired participants and beneficiaries receiving payment 2022-07-31 0
Number of terminated vested participants 2022-07-31 1
Fundng target for terminated vested participants 2022-07-31 1,338
Active participant vested funding target 2022-07-31 442,627
Number of active participants 2022-07-31 10
Total funding liabilities for active participants 2022-07-31 454,854
Total participant count 2022-07-31 11
Total funding target for all participants 2022-07-31 456,192
Balance at beginning of prior year after applicable adjustments 2022-07-31 4,407
Prefunding balance at beginning of prior year after applicable adjustments 2022-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-07-31 0
Prefunding balanced used to offset prior years funding requirement 2022-07-31 0
Amount remaining of carryover balance 2022-07-31 4,407
Amount remaining of prefunding balance 2022-07-31 0
Present value of excess contributions 2022-07-31 385,233
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-07-31 404,610
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-07-31 0
Reductions in caryover balances due to elections or deemed elections 2022-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-07-31 0
Balance of carryovers at beginning of current year 2022-07-31 4,466
Balance of prefunding at beginning of current year 2022-07-31 0
Total employer contributions 2022-07-31 402,456
Total employee contributions 2022-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-07-31 381,902
Unpaid minimum required contributions for all prior years 2022-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-07-31 0
Remaining amount of unpaid minimum required contributions 2022-07-31 0
Minimum required contributions for current year target normal cost 2022-07-31 73,019
Net shortfall amortization installment of oustanding balance 2022-07-31 0
Waiver amortization installment 2022-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-07-31 57,355
Carryover balance elected to use to offset funding requirement 2022-07-31 0
Prefunding balance elected to use to offset funding requirement 2022-07-31 0
Additional cash requirement 2022-07-31 57,355
Contributions allocatedtoward minimum required contributions for current year 2022-07-31 381,902
Unpaid minimum required contributions for current year 2022-07-31 0
Unpaid minimum required contributions for all years 2022-07-31 0
2021: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-07-31 1,181,450
Acturial value of plan assets 2021-07-31 1,181,450
Funding target for retired participants and beneficiaries receiving payment 2021-07-31 0
Number of terminated vested participants 2021-07-31 1
Fundng target for terminated vested participants 2021-07-31 1,250
Active participant vested funding target 2021-07-31 1,074,508
Number of active participants 2021-07-31 10
Total funding liabilities for active participants 2021-07-31 1,078,364
Total participant count 2021-07-31 11
Total funding target for all participants 2021-07-31 1,079,614
Balance at beginning of prior year after applicable adjustments 2021-07-31 4,338
Prefunding balance at beginning of prior year after applicable adjustments 2021-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-07-31 0
Prefunding balanced used to offset prior years funding requirement 2021-07-31 0
Amount remaining of carryover balance 2021-07-31 4,338
Amount remaining of prefunding balance 2021-07-31 0
Present value of excess contributions 2021-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-07-31 0
Reductions in caryover balances due to elections or deemed elections 2021-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-07-31 0
Balance of carryovers at beginning of current year 2021-07-31 4,407
Balance of prefunding at beginning of current year 2021-07-31 0
Total employer contributions 2021-07-31 432,165
Total employee contributions 2021-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-07-31 412,022
Unpaid minimum required contributions for all prior years 2021-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-07-31 0
Remaining amount of unpaid minimum required contributions 2021-07-31 0
Minimum required contributions for current year target normal cost 2021-07-31 124,218
Net shortfall amortization installment of oustanding balance 2021-07-31 0
Waiver amortization installment 2021-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-07-31 26,789
Carryover balance elected to use to offset funding requirement 2021-07-31 0
Prefunding balance elected to use to offset funding requirement 2021-07-31 0
Additional cash requirement 2021-07-31 26,789
Contributions allocatedtoward minimum required contributions for current year 2021-07-31 412,022
Unpaid minimum required contributions for current year 2021-07-31 0
Unpaid minimum required contributions for all years 2021-07-31 0
2020: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-07-31 1,293,995
Acturial value of plan assets 2020-07-31 1,293,995
Funding target for retired participants and beneficiaries receiving payment 2020-07-31 0
Number of terminated vested participants 2020-07-31 1
Fundng target for terminated vested participants 2020-07-31 1,123
Active participant vested funding target 2020-07-31 1,008,596
Number of active participants 2020-07-31 10
Total funding liabilities for active participants 2020-07-31 1,013,421
Total participant count 2020-07-31 11
Total funding target for all participants 2020-07-31 1,014,544
Balance at beginning of prior year after applicable adjustments 2020-07-31 4,268
Prefunding balance at beginning of prior year after applicable adjustments 2020-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-07-31 0
Prefunding balanced used to offset prior years funding requirement 2020-07-31 0
Amount remaining of carryover balance 2020-07-31 4,268
Amount remaining of prefunding balance 2020-07-31 0
Present value of excess contributions 2020-07-31 134,937
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-07-31 142,278
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-07-31 0
Reductions in caryover balances due to elections or deemed elections 2020-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-07-31 0
Balance of carryovers at beginning of current year 2020-07-31 4,338
Balance of prefunding at beginning of current year 2020-07-31 0
Total employer contributions 2020-07-31 0
Total employee contributions 2020-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-07-31 0
Unpaid minimum required contributions for all prior years 2020-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-07-31 0
Remaining amount of unpaid minimum required contributions 2020-07-31 0
Minimum required contributions for current year target normal cost 2020-07-31 81,279
Net shortfall amortization installment of oustanding balance 2020-07-31 0
Waiver amortization installment 2020-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-07-31 0
Carryover balance elected to use to offset funding requirement 2020-07-31 0
Prefunding balance elected to use to offset funding requirement 2020-07-31 0
Additional cash requirement 2020-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-07-31 0
Unpaid minimum required contributions for current year 2020-07-31 0
Unpaid minimum required contributions for all years 2020-07-31 0
2019: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-07-31 1,134,224
Acturial value of plan assets 2019-07-31 1,134,224
Funding target for retired participants and beneficiaries receiving payment 2019-07-31 0
Number of terminated vested participants 2019-07-31 2
Fundng target for terminated vested participants 2019-07-31 1,342
Active participant vested funding target 2019-07-31 843,444
Number of active participants 2019-07-31 10
Total funding liabilities for active participants 2019-07-31 849,191
Total participant count 2019-07-31 12
Total funding target for all participants 2019-07-31 850,533
Balance at beginning of prior year after applicable adjustments 2019-07-31 4,212
Prefunding balance at beginning of prior year after applicable adjustments 2019-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-07-31 0
Prefunding balanced used to offset prior years funding requirement 2019-07-31 0
Amount remaining of carryover balance 2019-07-31 4,212
Amount remaining of prefunding balance 2019-07-31 0
Present value of excess contributions 2019-07-31 70,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-07-31 75,060
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-07-31 0
Reductions in caryover balances due to elections or deemed elections 2019-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-07-31 0
Balance of carryovers at beginning of current year 2019-07-31 4,268
Balance of prefunding at beginning of current year 2019-07-31 0
Total employer contributions 2019-07-31 141,803
Total employee contributions 2019-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-07-31 134,937
Unpaid minimum required contributions for all prior years 2019-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-07-31 0
Remaining amount of unpaid minimum required contributions 2019-07-31 0
Minimum required contributions for current year target normal cost 2019-07-31 76,720
Net shortfall amortization installment of oustanding balance 2019-07-31 0
Waiver amortization installment 2019-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-07-31 0
Carryover balance elected to use to offset funding requirement 2019-07-31 0
Prefunding balance elected to use to offset funding requirement 2019-07-31 0
Additional cash requirement 2019-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-07-31 134,937
Unpaid minimum required contributions for current year 2019-07-31 0
Unpaid minimum required contributions for all years 2019-07-31 0
2018: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-07-31 1,058,141
Acturial value of plan assets 2018-07-31 1,058,141
Funding target for retired participants and beneficiaries receiving payment 2018-07-31 0
Number of terminated vested participants 2018-07-31 3
Fundng target for terminated vested participants 2018-07-31 6,271
Active participant vested funding target 2018-07-31 692,733
Number of active participants 2018-07-31 10
Total funding liabilities for active participants 2018-07-31 697,140
Total participant count 2018-07-31 13
Total funding target for all participants 2018-07-31 703,411
Balance at beginning of prior year after applicable adjustments 2018-07-31 4,160
Prefunding balance at beginning of prior year after applicable adjustments 2018-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-07-31 0
Prefunding balanced used to offset prior years funding requirement 2018-07-31 0
Amount remaining of carryover balance 2018-07-31 4,160
Amount remaining of prefunding balance 2018-07-31 0
Present value of excess contributions 2018-07-31 66,808
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-07-31 70,843
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-07-31 0
Reductions in caryover balances due to elections or deemed elections 2018-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-07-31 0
Balance of carryovers at beginning of current year 2018-07-31 4,212
Balance of prefunding at beginning of current year 2018-07-31 0
Total employer contributions 2018-07-31 72,076
Total employee contributions 2018-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-07-31 70,905
Unpaid minimum required contributions for all prior years 2018-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-07-31 0
Remaining amount of unpaid minimum required contributions 2018-07-31 0
Minimum required contributions for current year target normal cost 2018-07-31 48,763
Net shortfall amortization installment of oustanding balance 2018-07-31 0
Waiver amortization installment 2018-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-07-31 0
Carryover balance elected to use to offset funding requirement 2018-07-31 0
Prefunding balance elected to use to offset funding requirement 2018-07-31 0
Additional cash requirement 2018-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-07-31 70,905
Unpaid minimum required contributions for current year 2018-07-31 0
Unpaid minimum required contributions for all years 2018-07-31 0
2017: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-07-31 976,560
Acturial value of plan assets 2017-07-31 976,560
Funding target for retired participants and beneficiaries receiving payment 2017-07-31 0
Number of terminated vested participants 2017-07-31 1
Fundng target for terminated vested participants 2017-07-31 774
Active participant vested funding target 2017-07-31 587,898
Number of active participants 2017-07-31 11
Total funding liabilities for active participants 2017-07-31 593,044
Total participant count 2017-07-31 12
Total funding target for all participants 2017-07-31 593,818
Balance at beginning of prior year after applicable adjustments 2017-07-31 4,101
Prefunding balance at beginning of prior year after applicable adjustments 2017-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-07-31 0
Prefunding balanced used to offset prior years funding requirement 2017-07-31 0
Amount remaining of carryover balance 2017-07-31 4,101
Amount remaining of prefunding balance 2017-07-31 0
Present value of excess contributions 2017-07-31 152,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-07-31 161,287
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-07-31 0
Reductions in caryover balances due to elections or deemed elections 2017-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-07-31 0
Balance of carryovers at beginning of current year 2017-07-31 4,160
Balance of prefunding at beginning of current year 2017-07-31 0
Total employer contributions 2017-07-31 68,802
Total employee contributions 2017-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-07-31 66,808
Unpaid minimum required contributions for all prior years 2017-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-07-31 0
Remaining amount of unpaid minimum required contributions 2017-07-31 0
Minimum required contributions for current year target normal cost 2017-07-31 44,776
Net shortfall amortization installment of oustanding balance 2017-07-31 0
Waiver amortization installment 2017-07-31 0
Waived amount of outstanding balance 2017-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-07-31 0
Carryover balance elected to use to offset funding requirement 2017-07-31 0
Prefunding balance elected to use to offset funding requirement 2017-07-31 0
Additional cash requirement 2017-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-07-31 66,808
Unpaid minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for all years 2017-07-31 0

Measure	Date	Value
2023: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets	2023-07-31	883,519
Acturial value of plan assets	2023-07-31	883,519
Funding target for retired participants and beneficiaries receiving payment	2023-07-31	0
Number of terminated vested participants	2023-07-31	5
Fundng target for terminated vested participants	2023-07-31	33,633
Active participant vested funding target	2023-07-31	512,770
Number of active participants	2023-07-31	8
Total funding liabilities for active participants	2023-07-31	521,536
Total participant count	2023-07-31	13
Total funding target for all participants	2023-07-31	555,169
Balance at beginning of prior year after applicable adjustments	2023-07-31	4,466
Prefunding balance at beginning of prior year after applicable adjustments	2023-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-07-31	0
Prefunding balanced used to offset prior years funding requirement	2023-07-31	0
Amount remaining of carryover balance	2023-07-31	4,466
Amount remaining of prefunding balance	2023-07-31	0
Present value of excess contributions	2023-07-31	324,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-07-31	342,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-07-31	0
Reductions in caryover balances due to elections or deemed elections	2023-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-07-31	0
Balance of carryovers at beginning of current year	2023-07-31	4,510
Balance of prefunding at beginning of current year	2023-07-31	0
Total employer contributions	2023-07-31	0
Total employee contributions	2023-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-07-31	0
Unpaid minimum required contributions for all prior years	2023-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-07-31	0
Remaining amount of unpaid minimum required contributions	2023-07-31	0
Minimum required contributions for current year target normal cost	2023-07-31	78,206
Net shortfall amortization installment of oustanding balance	2023-07-31	0
Waiver amortization installment	2023-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-07-31	0
Carryover balance elected to use to offset funding requirement	2023-07-31	0
Prefunding balance elected to use to offset funding requirement	2023-07-31	0
Additional cash requirement	2023-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-07-31	0
Unpaid minimum required contributions for current year	2023-07-31	0
Unpaid minimum required contributions for all years	2023-07-31	0
2022: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-07-31	476,322
Acturial value of plan assets	2022-07-31	476,322
Funding target for retired participants and beneficiaries receiving payment	2022-07-31	0
Number of terminated vested participants	2022-07-31	1
Fundng target for terminated vested participants	2022-07-31	1,338
Active participant vested funding target	2022-07-31	442,627
Number of active participants	2022-07-31	10
Total funding liabilities for active participants	2022-07-31	454,854
Total participant count	2022-07-31	11
Total funding target for all participants	2022-07-31	456,192
Balance at beginning of prior year after applicable adjustments	2022-07-31	4,407
Prefunding balance at beginning of prior year after applicable adjustments	2022-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-07-31	0
Prefunding balanced used to offset prior years funding requirement	2022-07-31	0
Amount remaining of carryover balance	2022-07-31	4,407
Amount remaining of prefunding balance	2022-07-31	0
Present value of excess contributions	2022-07-31	385,233
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-07-31	404,610
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-07-31	0
Reductions in caryover balances due to elections or deemed elections	2022-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-07-31	0
Balance of carryovers at beginning of current year	2022-07-31	4,466
Balance of prefunding at beginning of current year	2022-07-31	0
Total employer contributions	2022-07-31	402,456
Total employee contributions	2022-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-07-31	381,902
Unpaid minimum required contributions for all prior years	2022-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-07-31	0
Remaining amount of unpaid minimum required contributions	2022-07-31	0
Minimum required contributions for current year target normal cost	2022-07-31	73,019
Net shortfall amortization installment of oustanding balance	2022-07-31	0
Waiver amortization installment	2022-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-07-31	57,355
Carryover balance elected to use to offset funding requirement	2022-07-31	0
Prefunding balance elected to use to offset funding requirement	2022-07-31	0
Additional cash requirement	2022-07-31	57,355
Contributions allocatedtoward minimum required contributions for current year	2022-07-31	381,902
Unpaid minimum required contributions for current year	2022-07-31	0
Unpaid minimum required contributions for all years	2022-07-31	0
2021: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-07-31	1,181,450
Acturial value of plan assets	2021-07-31	1,181,450
Funding target for retired participants and beneficiaries receiving payment	2021-07-31	0
Number of terminated vested participants	2021-07-31	1
Fundng target for terminated vested participants	2021-07-31	1,250
Active participant vested funding target	2021-07-31	1,074,508
Number of active participants	2021-07-31	10
Total funding liabilities for active participants	2021-07-31	1,078,364
Total participant count	2021-07-31	11
Total funding target for all participants	2021-07-31	1,079,614
Balance at beginning of prior year after applicable adjustments	2021-07-31	4,338
Prefunding balance at beginning of prior year after applicable adjustments	2021-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-07-31	0
Prefunding balanced used to offset prior years funding requirement	2021-07-31	0
Amount remaining of carryover balance	2021-07-31	4,338
Amount remaining of prefunding balance	2021-07-31	0
Present value of excess contributions	2021-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-07-31	0
Reductions in caryover balances due to elections or deemed elections	2021-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-07-31	0
Balance of carryovers at beginning of current year	2021-07-31	4,407
Balance of prefunding at beginning of current year	2021-07-31	0
Total employer contributions	2021-07-31	432,165
Total employee contributions	2021-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-07-31	412,022
Unpaid minimum required contributions for all prior years	2021-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-07-31	0
Remaining amount of unpaid minimum required contributions	2021-07-31	0
Minimum required contributions for current year target normal cost	2021-07-31	124,218
Net shortfall amortization installment of oustanding balance	2021-07-31	0
Waiver amortization installment	2021-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-07-31	26,789
Carryover balance elected to use to offset funding requirement	2021-07-31	0
Prefunding balance elected to use to offset funding requirement	2021-07-31	0
Additional cash requirement	2021-07-31	26,789
Contributions allocatedtoward minimum required contributions for current year	2021-07-31	412,022
Unpaid minimum required contributions for current year	2021-07-31	0
Unpaid minimum required contributions for all years	2021-07-31	0
2020: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-07-31	1,293,995
Acturial value of plan assets	2020-07-31	1,293,995
Funding target for retired participants and beneficiaries receiving payment	2020-07-31	0
Number of terminated vested participants	2020-07-31	1
Fundng target for terminated vested participants	2020-07-31	1,123
Active participant vested funding target	2020-07-31	1,008,596
Number of active participants	2020-07-31	10
Total funding liabilities for active participants	2020-07-31	1,013,421
Total participant count	2020-07-31	11
Total funding target for all participants	2020-07-31	1,014,544
Balance at beginning of prior year after applicable adjustments	2020-07-31	4,268
Prefunding balance at beginning of prior year after applicable adjustments	2020-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-07-31	0
Prefunding balanced used to offset prior years funding requirement	2020-07-31	0
Amount remaining of carryover balance	2020-07-31	4,268
Amount remaining of prefunding balance	2020-07-31	0
Present value of excess contributions	2020-07-31	134,937
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-07-31	142,278
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-07-31	0
Reductions in caryover balances due to elections or deemed elections	2020-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-07-31	0
Balance of carryovers at beginning of current year	2020-07-31	4,338
Balance of prefunding at beginning of current year	2020-07-31	0
Total employer contributions	2020-07-31	0
Total employee contributions	2020-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-07-31	0
Unpaid minimum required contributions for all prior years	2020-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-07-31	0
Remaining amount of unpaid minimum required contributions	2020-07-31	0
Minimum required contributions for current year target normal cost	2020-07-31	81,279
Net shortfall amortization installment of oustanding balance	2020-07-31	0
Waiver amortization installment	2020-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-07-31	0
Carryover balance elected to use to offset funding requirement	2020-07-31	0
Prefunding balance elected to use to offset funding requirement	2020-07-31	0
Additional cash requirement	2020-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-07-31	0
Unpaid minimum required contributions for current year	2020-07-31	0
Unpaid minimum required contributions for all years	2020-07-31	0
2019: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-07-31	1,134,224
Acturial value of plan assets	2019-07-31	1,134,224
Funding target for retired participants and beneficiaries receiving payment	2019-07-31	0
Number of terminated vested participants	2019-07-31	2
Fundng target for terminated vested participants	2019-07-31	1,342
Active participant vested funding target	2019-07-31	843,444
Number of active participants	2019-07-31	10
Total funding liabilities for active participants	2019-07-31	849,191
Total participant count	2019-07-31	12
Total funding target for all participants	2019-07-31	850,533
Balance at beginning of prior year after applicable adjustments	2019-07-31	4,212
Prefunding balance at beginning of prior year after applicable adjustments	2019-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-07-31	0
Prefunding balanced used to offset prior years funding requirement	2019-07-31	0
Amount remaining of carryover balance	2019-07-31	4,212
Amount remaining of prefunding balance	2019-07-31	0
Present value of excess contributions	2019-07-31	70,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-07-31	75,060
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-07-31	0
Reductions in caryover balances due to elections or deemed elections	2019-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-07-31	0
Balance of carryovers at beginning of current year	2019-07-31	4,268
Balance of prefunding at beginning of current year	2019-07-31	0
Total employer contributions	2019-07-31	141,803
Total employee contributions	2019-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-07-31	134,937
Unpaid minimum required contributions for all prior years	2019-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-07-31	0
Remaining amount of unpaid minimum required contributions	2019-07-31	0
Minimum required contributions for current year target normal cost	2019-07-31	76,720
Net shortfall amortization installment of oustanding balance	2019-07-31	0
Waiver amortization installment	2019-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-07-31	0
Carryover balance elected to use to offset funding requirement	2019-07-31	0
Prefunding balance elected to use to offset funding requirement	2019-07-31	0
Additional cash requirement	2019-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-07-31	134,937
Unpaid minimum required contributions for current year	2019-07-31	0
Unpaid minimum required contributions for all years	2019-07-31	0
2018: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-07-31	1,058,141
Acturial value of plan assets	2018-07-31	1,058,141
Funding target for retired participants and beneficiaries receiving payment	2018-07-31	0
Number of terminated vested participants	2018-07-31	3
Fundng target for terminated vested participants	2018-07-31	6,271
Active participant vested funding target	2018-07-31	692,733
Number of active participants	2018-07-31	10
Total funding liabilities for active participants	2018-07-31	697,140
Total participant count	2018-07-31	13
Total funding target for all participants	2018-07-31	703,411
Balance at beginning of prior year after applicable adjustments	2018-07-31	4,160
Prefunding balance at beginning of prior year after applicable adjustments	2018-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-07-31	0
Prefunding balanced used to offset prior years funding requirement	2018-07-31	0
Amount remaining of carryover balance	2018-07-31	4,160
Amount remaining of prefunding balance	2018-07-31	0
Present value of excess contributions	2018-07-31	66,808
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-07-31	70,843
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-07-31	0
Reductions in caryover balances due to elections or deemed elections	2018-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-07-31	0
Balance of carryovers at beginning of current year	2018-07-31	4,212
Balance of prefunding at beginning of current year	2018-07-31	0
Total employer contributions	2018-07-31	72,076
Total employee contributions	2018-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-07-31	70,905
Unpaid minimum required contributions for all prior years	2018-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-07-31	0
Remaining amount of unpaid minimum required contributions	2018-07-31	0
Minimum required contributions for current year target normal cost	2018-07-31	48,763
Net shortfall amortization installment of oustanding balance	2018-07-31	0
Waiver amortization installment	2018-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-07-31	0
Carryover balance elected to use to offset funding requirement	2018-07-31	0
Prefunding balance elected to use to offset funding requirement	2018-07-31	0
Additional cash requirement	2018-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-07-31	70,905
Unpaid minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for all years	2018-07-31	0
2017: ROCKET CITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-07-31	976,560
Acturial value of plan assets	2017-07-31	976,560
Funding target for retired participants and beneficiaries receiving payment	2017-07-31	0
Number of terminated vested participants	2017-07-31	1
Fundng target for terminated vested participants	2017-07-31	774
Active participant vested funding target	2017-07-31	587,898
Number of active participants	2017-07-31	11
Total funding liabilities for active participants	2017-07-31	593,044
Total participant count	2017-07-31	12
Total funding target for all participants	2017-07-31	593,818
Balance at beginning of prior year after applicable adjustments	2017-07-31	4,101
Prefunding balance at beginning of prior year after applicable adjustments	2017-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-07-31	0
Prefunding balanced used to offset prior years funding requirement	2017-07-31	0
Amount remaining of carryover balance	2017-07-31	4,101
Amount remaining of prefunding balance	2017-07-31	0
Present value of excess contributions	2017-07-31	152,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-07-31	161,287
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-07-31	0
Reductions in caryover balances due to elections or deemed elections	2017-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-07-31	0
Balance of carryovers at beginning of current year	2017-07-31	4,160
Balance of prefunding at beginning of current year	2017-07-31	0
Total employer contributions	2017-07-31	68,802
Total employee contributions	2017-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-07-31	66,808
Unpaid minimum required contributions for all prior years	2017-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-07-31	0
Remaining amount of unpaid minimum required contributions	2017-07-31	0
Minimum required contributions for current year target normal cost	2017-07-31	44,776
Net shortfall amortization installment of oustanding balance	2017-07-31	0
Waiver amortization installment	2017-07-31	0
Waived amount of outstanding balance	2017-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-07-31	0
Carryover balance elected to use to offset funding requirement	2017-07-31	0
Prefunding balance elected to use to offset funding requirement	2017-07-31	0
Additional cash requirement	2017-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-07-31	66,808
Unpaid minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for all years	2017-07-31	0

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Company Name:	ROCKET CITY FEDERAL CU
Employer identification number (EIN):	630421312
NAIC Classification:	522130
NAIC Description:	Credit Unions