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RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='726020667' AND PlanID='001'

401k Sponsoring company profile

LA CAPITOL FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:LA CAPITOL FEDERAL CREDIT UNION
Employer identification number (EIN):726020667
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LYDIA L THOM
0012023-01-01
0012023-01-01LYDIA L THOM
0012022-01-01
0012022-01-01LYDIA L THOM
0012021-11-01LYDIA L THOM2022-12-07
0012021-01-01
0012021-01-01LYDIA L THOM
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DICK MARSHALL
0012016-01-01DICK MARSHALL
0012015-01-01DICK MARSHALL
0012014-01-01MICHELE A ARBOUR
0012013-01-01RICHARD MARSHALL
0012012-01-01RICHARD MARSHALL
0012011-01-01DICK MARSHALL
0012010-01-01DICK MARSHALL
0012009-01-01DICK MARSHALL

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION

Measure Date Value
2023 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$18,734,938
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,196,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,962,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,500,000
Value of total assets at end of year2023-12-31$113,699,360
Value of total assets at beginning of year2023-12-31$97,160,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$233,673
Total interest from all sources2023-12-31$187,998
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,408,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,408,319
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Other income not declared elsewhere2023-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$16,538,570
Value of net assets at end of year (total assets less liabilities)2023-12-31$113,699,360
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$97,160,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$93,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$106,830,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$87,242,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$187,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,868,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$9,918,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$13,638,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,962,695
Contract administrator fees2023-12-31$121,510
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EISNERAMPER LLP
Accountancy firm EIN2023-12-31871363769
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$18,734,938
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,196,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,962,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,500,000
Value of total assets at end of year2023-01-01$113,699,360
Value of total assets at beginning of year2023-01-01$97,160,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$233,673
Total interest from all sources2023-01-01$187,998
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,408,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,408,319
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$7,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Other income not declared elsewhere2023-01-01$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$16,538,570
Value of net assets at end of year (total assets less liabilities)2023-01-01$113,699,360
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$97,160,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$93,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$106,830,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$87,242,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$187,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$6,868,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$9,918,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$13,638,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,962,695
Contract administrator fees2023-01-01$121,510
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01EISNERAMPER LLP
Accountancy firm EIN2023-01-01871363769
2022 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,957,031
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,977,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,750,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,500,000
Value of total assets at end of year2022-12-31$97,160,790
Value of total assets at beginning of year2022-12-31$112,095,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$226,760
Total interest from all sources2022-12-31$149,012
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,460,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,460,190
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$6,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,934,440
Value of net assets at end of year (total assets less liabilities)2022-12-31$97,160,790
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$112,095,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$90,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$87,242,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$101,392,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$149,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,918,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,703,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,072,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,750,649
Contract administrator fees2022-12-31$136,056
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
Total transfers to/from plan in this plan year2022-12-070
Total liabilities as of the end of the plan year2022-12-070
Total liabilities as of the beginning of the plan year2022-12-070
Total expenses incurred by plan in this plan year2022-12-0759107
Net assets as of the end of the plan year2022-12-07982783
Total assets as of the beginning of the plan year2022-12-071229590
Value of plan covered by a fidelity bond2022-12-077000000
Participant contributions to plan in this plan year2022-12-070
Other expenses paid from plan in this plan year2022-12-070
Other contributions to plan in this plan year2022-12-070
Other income to plan in this plan year2022-12-07-187700
Plan net income in this plan year2022-12-07-246807
Net assets as of the end of the plan year2022-12-07982783
Net assets as of the beginning of the plan year2022-12-071229590
Employer contributions to plan in this plan year2022-12-070
Expensese paid to adminstrative service provicers from plan in this plan year2022-12-072526
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-12,957,031
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,977,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,750,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,500,000
Value of total assets at end of year2022-01-01$97,160,790
Value of total assets at beginning of year2022-01-01$112,095,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$226,760
Total interest from all sources2022-01-01$149,012
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,460,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,460,190
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$7,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Other income not declared elsewhere2022-01-01$6,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-14,934,440
Value of net assets at end of year (total assets less liabilities)2022-01-01$97,160,790
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$112,095,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$90,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$87,242,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$101,392,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$149,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$9,918,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$10,703,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-17,072,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,750,649
Contract administrator fees2022-01-01$136,056
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01EISNERAMPER LLP
Accountancy firm EIN2022-01-01871363769
2021 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$16,691,494
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,907,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,677,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,000,000
Value of total assets at end of year2021-12-31$112,095,230
Value of total assets at beginning of year2021-12-31$97,311,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$229,802
Total interest from all sources2021-12-31$169,087
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,193,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,193,927
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$18,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,783,700
Value of net assets at end of year (total assets less liabilities)2021-12-31$112,095,230
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$97,311,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$91,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$101,392,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,349,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$169,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,703,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,962,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,310,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,677,992
Contract administrator fees2021-12-31$137,881
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2021-12-31721202445
2020 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,134,474
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,647,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,466,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,000,000
Value of total assets at end of year2020-12-31$97,311,530
Value of total assets at beginning of year2020-12-31$87,824,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$180,500
Total interest from all sources2020-12-31$196,644
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$935,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$935,723
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$12,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,487,282
Value of net assets at end of year (total assets less liabilities)2020-12-31$97,311,530
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$87,824,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$72,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,349,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$76,490,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$196,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,962,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,333,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,989,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,466,692
Contract administrator fees2020-12-31$108,300
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2020-12-31721202445
2019 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,710,714
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,437,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,266,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,000,000
Value of total assets at end of year2019-12-31$87,824,248
Value of total assets at beginning of year2019-12-31$69,550,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$170,579
Total interest from all sources2019-12-31$194,398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$978,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$978,116
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$12,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,273,667
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,824,248
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,550,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$68,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$76,490,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$60,085,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$194,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,333,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,465,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,525,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,266,468
Contract administrator fees2019-12-31$102,347
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2019-12-31721202445
2018 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-4,713,687
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,350,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,185,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$69,550,581
Value of total assets at beginning of year2018-12-31$75,614,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$164,229
Total interest from all sources2018-12-31$168,523
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,366,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,366,549
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$19,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,063,776
Value of net assets at end of year (total assets less liabilities)2018-12-31$69,550,581
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,614,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$65,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$60,085,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$66,180,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$168,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,465,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,433,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,268,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,185,860
Contract administrator fees2018-12-31$98,537
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2018-12-31721202445
2017 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,298,927
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,370,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,223,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,010,003
Value of total assets at end of year2017-12-31$75,614,357
Value of total assets at beginning of year2017-12-31$59,685,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$146,490
Total interest from all sources2017-12-31$135,271
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,443,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,443,166
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$14,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,928,838
Value of net assets at end of year (total assets less liabilities)2017-12-31$75,614,357
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,685,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$58,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$66,180,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,320,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$135,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,433,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,365,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,696,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,010,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,223,599
Contract administrator fees2017-12-31$87,894
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2017-12-31721202445
2016 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,959,719
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,015,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$904,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,290,000
Value of total assets at end of year2016-12-31$59,685,519
Value of total assets at beginning of year2016-12-31$47,741,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111,103
Total interest from all sources2016-12-31$105,023
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,092,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,092,132
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$11,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,943,809
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,685,519
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,741,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$44,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,320,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$41,646,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$105,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,365,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,094,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,460,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,290,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$904,807
Contract administrator fees2016-12-31$66,662
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2016-12-31721202445
2015 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,947,871
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,030,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$928,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,900,000
Value of total assets at end of year2015-12-31$47,741,710
Value of total assets at beginning of year2015-12-31$45,824,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$101,535
Total interest from all sources2015-12-31$115,347
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$833,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$833,421
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$13,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,917,607
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,741,710
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,824,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$40,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$41,646,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,980,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$115,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,094,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,843,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,914,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$928,729
Contract administrator fees2015-12-31$60,921
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2015-12-31721202445
2014 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,165,726
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$998,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$919,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,000,000
Value of total assets at end of year2014-12-31$45,824,103
Value of total assets at beginning of year2014-12-31$36,656,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$78,788
Total interest from all sources2014-12-31$128,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$723,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$723,586
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,167,292
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,824,103
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,656,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$31,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,980,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,205,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$128,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,843,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,451,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,313,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$919,646
Contract administrator fees2014-12-31$47,273
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2014-12-31721202445
2013 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,458,111
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$794,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$750,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,600,000
Value of total assets at end of year2013-12-31$36,656,811
Value of total assets at beginning of year2013-12-31$27,993,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,734
Total interest from all sources2013-12-31$75,197
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$441,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$441,209
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,663,688
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,656,811
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,993,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,205,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,892,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$75,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,451,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,100,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,341,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$750,689
Contract administrator fees2013-12-31$23,742
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2013-12-31721202445
2012 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,648,552
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$589,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$589,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,400,000
Value of total assets at end of year2012-12-31$27,993,123
Value of total assets at beginning of year2012-12-31$22,934,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$54,775
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,058,931
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,993,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,934,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,892,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,465,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$54,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,100,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,468,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,193,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$589,621
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2012-12-31721202445
2011 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$363,075
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$511,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$511,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,000,000
Value of total assets at end of year2011-12-31$22,934,192
Value of total assets at beginning of year2011-12-31$23,082,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$47,144
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-148,195
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,934,192
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,082,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,465,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,669,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$47,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,468,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,413,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-684,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$511,270
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2011-12-31721202445
2010 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,789,328
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$472,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$472,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,000,000
Value of total assets at end of year2010-12-31$23,082,387
Value of total assets at beginning of year2010-12-31$18,765,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$58,800
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,316,919
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,082,387
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,765,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,669,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,205,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$58,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,413,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,560,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,730,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$472,409
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2010-12-31721202445
2009 : RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
Insurance contract or identification number017-0512-6
Number of Individuals Covered254
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
Insurance contract or identification number017-0512-6
Number of Individuals Covered238
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0512-6
Policy instance 1

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