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UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameUNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN
Plan identification number 002

UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

UNITED HERITAGE CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:UNITED HERITAGE CREDIT UNION
Employer identification number (EIN):741288659
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SARA VARA
0022016-01-01SARA VARA
0022015-01-01SARA VARA
0022014-01-01SARA VARA
0022013-01-01SARA VARA
0022012-01-01SARA VARA
0022011-01-01PATSY HATFIELD
0022010-01-01PATSY HATFIELD
0022009-01-01PATSY HATFIELD

Plan Statistics for UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01239
Total number of active participants reported on line 7a of the Form 55002022-01-01214
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01256
Number of participants with account balances2022-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01191
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01239
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-01189
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01229
Number of participants with account balances2020-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01254
Total number of active participants reported on line 7a of the Form 55002019-01-01188
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01239
Number of participants with account balances2019-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01291
Total number of active participants reported on line 7a of the Form 55002018-01-01201
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01251
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01245
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01233
Total number of active participants reported on line 7a of the Form 55002016-01-01201
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01231
Number of participants with account balances2016-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01265
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01233
Number of participants with account balances2015-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01272
Total number of active participants reported on line 7a of the Form 55002014-01-01260
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01265
Number of participants with account balances2014-01-01128
2013: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01260
Total number of active participants reported on line 7a of the Form 55002013-01-01257
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01272
Number of participants with account balances2013-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01204
Number of participants with account balances2012-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01199
Total number of active participants reported on line 7a of the Form 55002011-01-01197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01210
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01173
Total number of active participants reported on line 7a of the Form 55002010-01-01176
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01187
Number of participants with account balances2010-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-01151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-346,978
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$431,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$356,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,015,334
Value of total assets at end of year2022-12-31$9,344,249
Value of total assets at beginning of year2022-12-31$10,123,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,784
Total interest from all sources2022-12-31$14,536
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$180,977
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$180,977
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$618,992
Participant contributions at end of year2022-12-31$265,053
Participant contributions at beginning of year2022-12-31$261,694
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,275
Total non interest bearing cash at end of year2022-12-31$20,801
Total non interest bearing cash at beginning of year2022-12-31$18,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-778,801
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,344,249
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,123,050
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,372,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,786,933
Interest on participant loans2022-12-31$14,536
Value of interest in common/collective trusts at end of year2022-12-31$2,686,239
Value of interest in common/collective trusts at beginning of year2022-12-31$3,055,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,252,370
Net investment gain or loss from common/collective trusts2022-12-31$-305,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$379,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$356,039
Contract administrator fees2022-12-31$75,784
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$2,110,361
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$942,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$867,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$902,770
Value of total assets at end of year2021-12-31$10,123,050
Value of total assets at beginning of year2021-12-31$8,955,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,299
Total interest from all sources2021-12-31$17,950
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$257,368
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$257,368
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$535,374
Participant contributions at end of year2021-12-31$261,694
Participant contributions at beginning of year2021-12-31$243,608
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$59,900
Total non interest bearing cash at end of year2021-12-31$18,436
Total non interest bearing cash at beginning of year2021-12-31$45,249
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$1,168,048
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,123,050
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,955,002
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,786,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,081,029
Interest on participant loans2021-12-31$17,950
Value of interest in common/collective trusts at end of year2021-12-31$3,055,987
Value of interest in common/collective trusts at beginning of year2021-12-31$2,585,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$571,994
Net investment gain or loss from common/collective trusts2021-12-31$360,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$307,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$867,014
Contract administrator fees2021-12-31$75,299
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$1,898,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,086,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,024,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$937,171
Value of total assets at end of year2020-12-31$8,955,002
Value of total assets at beginning of year2020-12-31$8,143,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,920
Total interest from all sources2020-12-31$46,027
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$179,649
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$179,649
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$485,248
Participant contributions at end of year2020-12-31$243,608
Participant contributions at beginning of year2020-12-31$164,185
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$173,149
Total non interest bearing cash at beginning of year2020-12-31$0
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$811,919
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,955,002
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,143,083
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,081,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,499,837
Interest on participant loans2020-12-31$10,348
Value of interest in common/collective trusts at end of year2020-12-31$2,585,116
Value of interest in common/collective trusts at beginning of year2020-12-31$2,459,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$45,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$19,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$19,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$35,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$736,065
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$278,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,024,073
Contract administrator fees2020-12-31$62,920
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 name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$2,068,890
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$396,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$338,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$850,988
Value of total assets at end of year2019-12-31$8,143,083
Value of total assets at beginning of year2019-12-31$6,470,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,743
Total interest from all sources2019-12-31$12,866
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$141,436
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$141,436
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$536,012
Participant contributions at end of year2019-12-31$164,185
Participant contributions at beginning of year2019-12-31$186,835
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,373
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,323
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$1,672,653
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,143,083
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,470,430
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,499,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,047,775
Interest on participant loans2019-12-31$12,866
Value of interest in common/collective trusts at end of year2019-12-31$2,459,879
Value of interest in common/collective trusts at beginning of year2019-12-31$2,214,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$19,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$20,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$20,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$717,203
Net investment gain or loss from common/collective trusts2019-12-31$346,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$268,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$338,494
Contract administrator fees2019-12-31$57,743
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$281,080
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$507,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$451,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$660,116
Value of total assets at end of year2018-12-31$6,470,430
Value of total assets at beginning of year2018-12-31$6,697,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,205
Total interest from all sources2018-12-31$10,695
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$136,132
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$136,132
Administrative expenses professional fees incurred2018-12-31$54,575
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$450,810
Participant contributions at end of year2018-12-31$186,835
Participant contributions at beginning of year2018-12-31$201,929
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$88,134
Administrative expenses (other) incurred2018-12-31$1,630
Total non interest bearing cash at end of year2018-12-31$1,323
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-226,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,470,430
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,697,202
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,047,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,102,160
Interest on participant loans2018-12-31$10,695
Value of interest in common/collective trusts at end of year2018-12-31$2,214,005
Value of interest in common/collective trusts at beginning of year2018-12-31$2,353,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$20,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-441,650
Net investment gain or loss from common/collective trusts2018-12-31$-84,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$121,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$451,647
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$10,456
Total income from all sources (including contributions)2017-12-31$1,319,890
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$472,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$422,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$549,854
Value of total assets at end of year2017-12-31$6,697,202
Value of total assets at beginning of year2017-12-31$5,859,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,527
Total interest from all sources2017-12-31$14,947
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$115,351
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$115,351
Administrative expenses professional fees incurred2017-12-31$48,352
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$416,779
Participant contributions at end of year2017-12-31$201,929
Participant contributions at beginning of year2017-12-31$189,705
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,456
Administrative expenses (other) incurred2017-12-31$1,175
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$847,829
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,697,202
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,849,373
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,102,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,436,111
Interest on participant loans2017-12-31$14,947
Value of interest in common/collective trusts at end of year2017-12-31$2,353,591
Value of interest in common/collective trusts at beginning of year2017-12-31$2,206,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$27,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$27,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$415,869
Net investment gain or loss from common/collective trusts2017-12-31$223,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$104,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$422,534
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$10,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,326
Total income from all sources (including contributions)2016-12-31$984,926
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$508,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$425,469
Expenses. Certain deemed distributions of participant loans2016-12-31$27,961
Value of total corrective distributions2016-12-31$10,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$517,769
Value of total assets at end of year2016-12-31$5,859,829
Value of total assets at beginning of year2016-12-31$5,387,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,525
Total interest from all sources2016-12-31$14,219
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$90,953
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$90,953
Administrative expenses professional fees incurred2016-12-31$43,385
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$372,476
Participant contributions at end of year2016-12-31$189,705
Participant contributions at beginning of year2016-12-31$197,150
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$38,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,326
Administrative expenses (other) incurred2016-12-31$1,140
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$476,515
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,849,373
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,372,858
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,436,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,935,130
Interest on participant loans2016-12-31$8,887
Interest earned on other investments2016-12-31$5,332
Value of interest in common/collective trusts at end of year2016-12-31$2,206,063
Value of interest in common/collective trusts at beginning of year2016-12-31$2,232,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$27,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$203,569
Net investment gain or loss from common/collective trusts2016-12-31$158,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$106,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$425,469
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 name2016-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2016-12-31743001153
2015 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$14,326
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$474,077
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$197,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$485,259
Value of total assets at end of year2015-12-31$5,387,184
Value of total assets at beginning of year2015-12-31$5,095,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,806
Total interest from all sources2015-12-31$12,428
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$96,136
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$96,136
Administrative expenses professional fees incurred2015-12-31$42,480
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$376,533
Participant contributions at end of year2015-12-31$197,150
Participant contributions at beginning of year2015-12-31$258,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$14,326
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$277,007
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,372,858
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,095,851
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,935,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,738,341
Interest on participant loans2015-12-31$7,845
Interest earned on other investments2015-12-31$4,583
Value of interest in common/collective trusts at end of year2015-12-31$2,232,281
Value of interest in common/collective trusts at beginning of year2015-12-31$2,093,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-119,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$108,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,264
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 name2015-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2015-12-31743001153
2014 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$776,371
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$161,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$116,497
Value of total corrective distributions2014-12-31$6,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$517,789
Value of total assets at end of year2014-12-31$5,095,851
Value of total assets at beginning of year2014-12-31$4,481,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,641
Total interest from all sources2014-12-31$8,442
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$64,317
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$64,317
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$358,993
Participant contributions at end of year2014-12-31$258,453
Participant contributions at beginning of year2014-12-31$265,434
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,854
Administrative expenses (other) incurred2014-12-31$1,000
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$614,792
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,095,851
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,481,059
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,738,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,321,254
Interest on participant loans2014-12-31$8,442
Value of interest in common/collective trusts at end of year2014-12-31$2,093,937
Value of interest in common/collective trusts at beginning of year2014-12-31$1,893,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$77,972
Net investment gain or loss from common/collective trusts2014-12-31$107,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$151,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$116,497
Contract administrator fees2014-12-31$37,641
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 name2014-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2014-12-31743001153
2013 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$1,142,226
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$595,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$559,720
Value of total corrective distributions2013-12-31$1,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$485,726
Value of total assets at end of year2013-12-31$4,481,059
Value of total assets at beginning of year2013-12-31$3,933,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,194
Total interest from all sources2013-12-31$13,346
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$51,287
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$51,287
Administrative expenses professional fees incurred2013-12-31$33,229
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$361,194
Participant contributions at end of year2013-12-31$265,434
Participant contributions at beginning of year2013-12-31$257,601
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,290
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$547,209
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,481,059
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,933,850
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,321,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,755,999
Interest on participant loans2013-12-31$13,346
Value of interest in common/collective trusts at end of year2013-12-31$1,893,245
Value of interest in common/collective trusts at beginning of year2013-12-31$1,920,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$521,262
Net investment gain or loss from common/collective trusts2013-12-31$70,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$108,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$559,720
Contract administrator fees2013-12-31$965
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 name2013-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2013-12-31743001153
2012 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$993,963
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$321,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$316,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$616,480
Value of total assets at end of year2012-12-31$3,933,850
Value of total assets at beginning of year2012-12-31$3,261,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,141
Total interest from all sources2012-12-31$37,834
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$302,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$302,606
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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
Contributions received from participants2012-12-31$368,774
Participant contributions at end of year2012-12-31$257,601
Participant contributions at beginning of year2012-12-31$186,915
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$138,966
Other income not declared elsewhere2012-12-31$25
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$672,663
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,933,850
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,261,187
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
Investment advisory and management fees2012-12-31$5,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,755,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,943,753
Interest on participant loans2012-12-31$7,800
Interest earned on other investments2012-12-31$30,034
Value of interest in common/collective trusts at end of year2012-12-31$1,920,096
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,130,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,388
Net investment gain or loss from common/collective trusts2012-12-31$16,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$108,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$316,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2012-12-31743001153
2011 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$483,634
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$153,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$120,731
Value of total corrective distributions2011-12-31$27,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$469,211
Value of total assets at end of year2011-12-31$3,261,187
Value of total assets at beginning of year2011-12-31$2,931,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,453
Total interest from all sources2011-12-31$37,019
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$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$334,986
Participant contributions at end of year2011-12-31$186,915
Participant contributions at beginning of year2011-12-31$181,161
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,081
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$329,811
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,261,187
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,931,376
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 pooled separate accounts at end of year2011-12-31$1,943,753
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,958,444
Interest on participant loans2011-12-31$6,260
Interest earned on other investments2011-12-31$30,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,130,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$791,771
Net investment gain/loss from pooled separate accounts2011-12-31$-22,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$99,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$120,731
Contract administrator fees2011-12-31$5,453
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 name2011-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2011-12-31743001153
2010 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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$757,612
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$92,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$86,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$472,975
Value of total assets at end of year2010-12-31$2,931,376
Value of total assets at beginning of year2010-12-31$2,266,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,619
Total interest from all sources2010-12-31$28,152
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$6,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$322,809
Participant contributions at end of year2010-12-31$181,161
Participant contributions at beginning of year2010-12-31$126,732
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,230
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$664,938
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,931,376
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,266,438
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 pooled separate accounts at end of year2010-12-31$1,958,444
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,442,961
Interest on participant loans2010-12-31$5,485
Interest earned on other investments2010-12-31$22,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$791,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$696,745
Net investment gain/loss from pooled separate accounts2010-12-31$256,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$94,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$86,055
Contract administrator fees2010-12-31$6,619
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 name2010-12-31PMB HELIN DONOVAN
Accountancy firm EIN2010-12-31743001153
2009 : UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 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

Form 5500 Responses for UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN

2022: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED HERITAGE CREDIT UNION EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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