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PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 401k Plan overview

Plan NamePUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN
Plan identification number 001

PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

PUERTO RICO FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:PUERTO RICO FEDERAL CREDIT UNION
Employer identification number (EIN):660239950
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LUIS G. BONILLA LUIS G. BONILLA2019-07-09
0012017-01-01LUIS BONILLA LUIS BONILLA2018-07-19
0012016-01-01ORLANDO RAMOS ORLANDO RAMOS2017-07-26
0012015-01-01ORLANDO RAMOS ORLANDO RAMOS2016-07-22
0012014-01-01ORLANDO RAMOS ORLANDO RAMOS2015-07-20
0012013-01-01ORLANDO RAMOS
0012012-01-01ORLANDO RAMOS

Plan Statistics for PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN

401k plan membership statisitcs for PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN

Measure Date Value
2023: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0151
Total number of active participants reported on line 7a of the Form 55002023-01-0128
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0125
Total of all active and inactive participants2023-01-0153
Total participants2023-01-0153
Number of participants with account balances2023-01-0153
2022: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0151
Total number of active participants reported on line 7a of the Form 55002022-01-0126
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0151
Number of participants with account balances2022-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0138
Total number of active participants reported on line 7a of the Form 55002021-01-0128
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0151
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0138
Total number of active participants reported on line 7a of the Form 55002020-01-0121
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0138
Number of participants with account balances2020-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0121
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0138
Number of participants with account balances2019-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0134
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0128
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0140
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0134
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0140
Number of participants with account balances2013-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0132
Number of participants with account balances2012-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN

Measure Date Value
2023 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$227,487
Expenses. Total of all expenses incurred2023-12-31$166,458
Benefits paid (including direct rollovers)2023-12-31$159,198
Total plan assets at end of year2023-12-31$1,078,383
Total plan assets at beginning of year2023-12-31$1,017,354
Total contributions received or receivable from participants2023-12-31$48,953
Other income received2023-12-31$149,006
Net income (gross income less expenses)2023-12-31$61,029
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,078,383
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,017,354
Total contributions received or receivable from employer(s)2023-12-31$29,528
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$7,260
2022 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-114,857
Expenses. Total of all expenses incurred2022-12-31$109,506
Benefits paid (including direct rollovers)2022-12-31$101,715
Total plan assets at end of year2022-12-31$1,017,354
Total plan assets at beginning of year2022-12-31$1,241,717
Total contributions received or receivable from participants2022-12-31$48,404
Other income received2022-12-31$-192,982
Net income (gross income less expenses)2022-12-31$-224,363
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,017,354
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,241,717
Total contributions received or receivable from employer(s)2022-12-31$29,721
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,791
2021 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$584,648
Expenses. Total of all expenses incurred2021-12-31$41,994
Benefits paid (including direct rollovers)2021-12-31$36,408
Total plan assets at end of year2021-12-31$1,241,717
Total plan assets at beginning of year2021-12-31$699,063
Total contributions received or receivable from participants2021-12-31$40,252
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$428,441
Other income received2021-12-31$91,559
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$542,654
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,241,717
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$699,063
Total contributions received or receivable from employer(s)2021-12-31$24,396
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,586
2020 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$150,700
Expenses. Total of all expenses incurred2020-12-31$53,232
Benefits paid (including direct rollovers)2020-12-31$48,776
Total plan assets at end of year2020-12-31$699,063
Total plan assets at beginning of year2020-12-31$601,595
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$87,661
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$97,468
Net plan assets at end of year (total assets less liabilities)2020-12-31$699,063
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$601,595
Total contributions received or receivable from employer(s)2020-12-31$63,039
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,456
2019 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$194,706
Expenses. Total of all expenses incurred2019-12-31$33,328
Benefits paid (including direct rollovers)2019-12-31$30,000
Total plan assets at end of year2019-12-31$601,595
Total plan assets at beginning of year2019-12-31$440,217
Total contributions received or receivable from participants2019-12-31$24,170
Expenses. Other expenses not covered elsewhere2019-12-31$3,328
Contributions received from other sources (not participants or employers)2019-12-31$65,021
Other income received2019-12-31$90,128
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$161,378
Net plan assets at end of year (total assets less liabilities)2019-12-31$601,595
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$440,217
Total contributions received or receivable from employer(s)2019-12-31$15,387
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-24
Expenses. Total of all expenses incurred2018-12-31$76,832
Benefits paid (including direct rollovers)2018-12-31$72,919
Total plan assets at end of year2018-12-31$440,217
Total plan assets at beginning of year2018-12-31$517,073
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-11,376
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-76,856
Net plan assets at end of year (total assets less liabilities)2018-12-31$440,217
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$517,073
Total contributions received or receivable from employer(s)2018-12-31$11,352
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,913
2017 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$86,788
Expenses. Total of all expenses incurred2017-12-31$21,955
Benefits paid (including direct rollovers)2017-12-31$17,904
Total plan assets at end of year2017-12-31$517,073
Total plan assets at beginning of year2017-12-31$452,240
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$4,051
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$59,706
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$64,833
Net plan assets at end of year (total assets less liabilities)2017-12-31$517,073
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$452,240
Total contributions received or receivable from employer(s)2017-12-31$27,082
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$49,216
Expenses. Total of all expenses incurred2016-12-31$10,463
Benefits paid (including direct rollovers)2016-12-31$6,438
Total plan assets at end of year2016-12-31$452,240
Total plan assets at beginning of year2016-12-31$413,487
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$18,195
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$38,753
Net plan assets at end of year (total assets less liabilities)2016-12-31$452,240
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$413,487
Total contributions received or receivable from employer(s)2016-12-31$31,021
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$29,274
Expenses. Total of all expenses incurred2015-12-31$46,384
Benefits paid (including direct rollovers)2015-12-31$41,323
Total plan assets at end of year2015-12-31$413,487
Total plan assets at beginning of year2015-12-31$430,597
Value of fidelity bond covering the plan2015-12-31$0
Assets. Value of tangible personal property2015-12-31$0
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$5,061
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,744
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-17,110
Net plan assets at end of year (total assets less liabilities)2015-12-31$413,487
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$430,597
Assets. Value of participant loans2015-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Assets. Value of employer securities2015-12-31$0
Assets. Value of employer real property2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$31,018
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$46,519
Expenses. Total of all expenses incurred2014-12-31$74,379
Benefits paid (including direct rollovers)2014-12-31$68,128
Total plan assets at end of year2014-12-31$430,597
Total plan assets at beginning of year2014-12-31$458,457
Value of fidelity bond covering the plan2014-12-31$0
Assets. Value of tangible personal property2014-12-31$0
Total contributions received or receivable from participants2014-12-31$17,468
Assets. Value of loans (other than to participants)2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$6,251
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$14,915
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-27,860
Net plan assets at end of year (total assets less liabilities)2014-12-31$430,597
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$458,457
Assets. Value of participant loans2014-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Assets. Value of real-estate (other than employer real property)2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Assets. Value of employer securities2014-12-31$0
Assets. Value of employer real property2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$14,136
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$63,295
Expenses. Total of all expenses incurred2013-12-31$18,012
Benefits paid (including direct rollovers)2013-12-31$13,092
Total plan assets at end of year2013-12-31$458,457
Total plan assets at beginning of year2013-12-31$413,174
Value of fidelity bond covering the plan2013-12-31$0
Assets. Value of tangible personal property2013-12-31$0
Total contributions received or receivable from participants2013-12-31$14,759
Assets. Value of loans (other than to participants)2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$32,675
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$45,283
Net plan assets at end of year (total assets less liabilities)2013-12-31$458,457
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$413,174
Assets. Value of participant loans2013-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Assets. Value of real-estate (other than employer real property)2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Assets. Value of employer securities2013-12-31$0
Assets. Value of employer real property2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$15,861
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,920
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$62,065
Expenses. Total of all expenses incurred2012-12-31$38,506
Benefits paid (including direct rollovers)2012-12-31$34,482
Total plan assets at end of year2012-12-31$413,174
Total plan assets at beginning of year2012-12-31$389,615
Value of fidelity bond covering the plan2012-12-31$0
Assets. Value of tangible personal property2012-12-31$0
Total contributions received or receivable from participants2012-12-31$14,463
Assets. Value of loans (other than to participants)2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$4,024
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$23,816
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$23,559
Net plan assets at end of year (total assets less liabilities)2012-12-31$413,174
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$389,615
Assets. Value of participant loans2012-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Assets. Value of assets in partnership/joint-venture interests2012-12-31$0
Assets. Value of real-estate (other than employer real property)2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Assets. Value of employer securities2012-12-31$0
Assets. Value of employer real property2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$23,786
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN

2023: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PUERTO RICO FEDERAL CREDIT UNION 1165E RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504917P1
Policy instance 1
Insurance contract or identification number504917P1
Number of Individuals Covered17
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504917P1
Policy instance 1
Insurance contract or identification number504917P1
Number of Individuals Covered18

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