401k Plan data: G E C U CAPITAL ACCUMULATION PLAN plan

G E C U CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	G E C U CAPITAL ACCUMULATION PLAN
Plan identification number	033

G E C U CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GECU has sponsored the creation of one or more 401k plans.

Company Name: GECU

Employer identification number (EIN): 740650998

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G E C U CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2014-01-01 JOE BOB UNDERWOOD
033 2013-01-01 JOE BOB UNDERWOOD
033 2012-01-01 JOE BOB UNDERWOOD
033 2011-01-01 JOE UNDERWOOD
033 2010-01-01 JOE UNDERWOOD JOE UNDERWOOD 2011-10-05
033 2009-01-01 JANIE SHOCKLEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
033	2014-01-01	JOE BOB UNDERWOOD
033	2013-01-01	JOE BOB UNDERWOOD
033	2012-01-01	JOE BOB UNDERWOOD
033	2011-01-01	JOE UNDERWOOD
033	2010-01-01	JOE UNDERWOOD	JOE UNDERWOOD	2011-10-05
033	2009-01-01	JANIE SHOCKLEY

Plan Statistics for G E C U CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for G E C U CAPITAL ACCUMULATION PLAN

Measure Date Value
2014: G E C U CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 729
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: G E C U CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 712
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 555
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 126
Total of all active and inactive participants 2013-01-01 685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 685
Number of participants with account balances 2013-01-01 678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 111
2012: G E C U CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 668
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 589
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 116
Total of all active and inactive participants 2012-01-01 712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 712
Number of participants with account balances 2012-01-01 699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 95
2011: G E C U CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 710
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 565
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 97
Total of all active and inactive participants 2011-01-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 668
Number of participants with account balances 2011-01-01 664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 64
2010: G E C U CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 707
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 616
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 92
Total of all active and inactive participants 2010-01-01 709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 710
Number of participants with account balances 2010-01-01 710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: G E C U CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 589
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 629
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 76
Total of all active and inactive participants 2009-01-01 707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 707
Number of participants with account balances 2009-01-01 707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: G E C U CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	729
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: G E C U CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	712
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	555
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	126
Total of all active and inactive participants	2013-01-01	685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	685
Number of participants with account balances	2013-01-01	678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	111
2012: G E C U CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	668
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	589
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	116
Total of all active and inactive participants	2012-01-01	712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	712
Number of participants with account balances	2012-01-01	699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	95
2011: G E C U CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	710
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	565
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	97
Total of all active and inactive participants	2011-01-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	668
Number of participants with account balances	2011-01-01	664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	64
2010: G E C U CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	707
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	616
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	92
Total of all active and inactive participants	2010-01-01	709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	710
Number of participants with account balances	2010-01-01	710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: G E C U CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	589
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	629
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	76
Total of all active and inactive participants	2009-01-01	707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	707
Number of participants with account balances	2009-01-01	707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on G E C U CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2014 : G E C U CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$45,091,571
Total transfer of assets from this plan	2014-12-31	$74,692,283
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	$4,521,941
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,734,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,614,440
Expenses. Certain deemed distributions of participant loans	2014-12-31	$3,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,602,817
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$26,813,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$116,592
Total interest from all sources	2014-12-31	$110,981
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$483,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$483,437
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,033,988
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$1,130,266
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$72,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,787,183
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$26,813,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,731,254
Interest on participant loans	2014-12-31	$56,209
Interest earned on other investments	2014-12-31	$54,772
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$9,834,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,117,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$917,262
Net investment gain or loss from common/collective trusts	2014-12-31	$407,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$496,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,614,440
Contract administrator fees	2014-12-31	$116,592
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LAUTERBACH, BORSCHOW & CO P.C.
Accountancy firm EIN	2014-12-31	742014723
2013 : G E C U CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$5,595,884
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,265,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,164,721
Value of total corrective distributions	2013-12-31	$251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,968,732
Value of total assets at end of year	2013-12-31	$26,813,529
Value of total assets at beginning of year	2013-12-31	$22,483,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$100,470
Total interest from all sources	2013-12-31	$89,963
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$251,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$251,568
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,881,639
Participant contributions at end of year	2013-12-31	$1,130,266
Participant contributions at beginning of year	2013-12-31	$1,029,186
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$87,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,330,442
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$26,813,529
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$22,483,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,731,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,704,470
Interest on participant loans	2013-12-31	$44,288
Interest earned on other investments	2013-12-31	$45,675
Value of interest in common/collective trusts at end of year	2013-12-31	$9,834,719
Value of interest in common/collective trusts at beginning of year	2013-12-31	$8,698,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,117,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,050,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,187,525
Net investment gain or loss from common/collective trusts	2013-12-31	$1,098,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,164,721
Contract administrator fees	2013-12-31	$100,470
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LAUTERBACH, BORSCHOW & CO P.C.
Accountancy firm EIN	2013-12-31	742014723
2012 : G E C U CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$4,196,015
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,328,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,230,945
Value of total corrective distributions	2012-12-31	$594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,888,526
Value of total assets at end of year	2012-12-31	$22,483,087
Value of total assets at beginning of year	2012-12-31	$20,615,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$96,884
Total interest from all sources	2012-12-31	$93,731
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$255,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$255,849
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,883,480
Participant contributions at end of year	2012-12-31	$1,029,186
Participant contributions at beginning of year	2012-12-31	$1,036,349
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,867,592
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$22,483,087
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,615,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,704,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,875,993
Interest on participant loans	2012-12-31	$45,032
Interest earned on other investments	2012-12-31	$48,699
Value of interest in common/collective trusts at end of year	2012-12-31	$8,698,825
Value of interest in common/collective trusts at beginning of year	2012-12-31	$8,379,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,050,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,323,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,036,827
Net investment gain or loss from common/collective trusts	2012-12-31	$921,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,230,945
Contract administrator fees	2012-12-31	$96,884
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LAUTERBACK, BORSCHOW & CO P.C.
Accountancy firm EIN	2012-12-31	742014723
2011 : G E C U CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$2,266,471
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,206,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,109,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,934,700
Value of total assets at end of year	2011-12-31	$20,615,495
Value of total assets at beginning of year	2011-12-31	$20,555,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$97,407
Total interest from all sources	2011-12-31	$102,189
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$223,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$223,539
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,918,643
Participant contributions at end of year	2011-12-31	$1,036,349
Participant contributions at beginning of year	2011-12-31	$941,174
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$59,742
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,615,495
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,555,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,875,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,998,273
Interest on participant loans	2011-12-31	$46,867
Interest earned on other investments	2011-12-31	$55,322
Value of interest in common/collective trusts at end of year	2011-12-31	$8,379,625
Value of interest in common/collective trusts at beginning of year	2011-12-31	$8,135,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,323,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,481,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-92,533
Net investment gain or loss from common/collective trusts	2011-12-31	$98,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,109,322
Contract administrator fees	2011-12-31	$97,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LAUTERBACK, BORSCHOW & CO P.C.
Accountancy firm EIN	2011-12-31	742014723
2010 : G E C U CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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	$4,086,796
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$642,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$553,511
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,945,463
Value of total assets at end of year	2010-12-31	$20,555,753
Value of total assets at beginning of year	2010-12-31	$17,111,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$89,477
Total interest from all sources	2010-12-31	$42,408
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$219,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$219,409
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,944,651
Participant contributions at end of year	2010-12-31	$941,174
Participant contributions at beginning of year	2010-12-31	$758,192
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$812
Other income not declared elsewhere	2010-12-31	$41,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,443,808
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,555,753
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,111,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,998,273
Interest on participant loans	2010-12-31	$42,408
Value of interest in common/collective trusts at end of year	2010-12-31	$8,135,157
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$16,353,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,481,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,017,918
Net investment gain or loss from common/collective trusts	2010-12-31	$819,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$553,511
Contract administrator fees	2010-12-31	$89,477
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LAUTERBACK,BORSCHOW & CO P.C.
Accountancy firm EIN	2010-12-31	742014723

Form 5500 Responses for G E C U CAPITAL ACCUMULATION PLAN

2014: G E C U CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: G E C U CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: G E C U CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: G E C U CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: G E C U CAPITAL ACCUMULATION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: G E C U CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GECU
Employer identification number (EIN):	740650998
NAIC Classification:	522130
NAIC Description:	Credit Unions