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CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameCREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN
Plan identification number 033

CREDIT UNION OF TEXAS CAPITAL ACCUMULATION 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CREDIT UNION OF TEXAS has sponsored the creation of one or more 401k plans.

Company Name:CREDIT UNION OF TEXAS
Employer identification number (EIN):750225045
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332014-01-01DELEONARD FINCHER
0332014-01-01DELEONARD FINCHER
0332013-01-01JOHN-PAUL MORGANTE, SPHR GPHR
0332012-01-01JOHN-PAUL MORGANTE, SPHR GPHR
0332011-01-01JOHN-PAUL MORGANTE, SPHR GPHR JOHN-PAUL MORGANTE, SPHR GPHR2012-06-13
0332009-01-01JERRY BLAKENEY JERRY BLAKENEY2010-07-21

Financial Data on CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN

Measure Date Value
2014 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total transfer of assets from this plan2014-10-31$25,027,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$2,186,999
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$1,534,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$1,470,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$1,295,403
Value of total assets at end of year2014-10-31$0
Value of total assets at beginning of year2014-10-31$24,374,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$64,265
Total interest from all sources2014-10-31$73,603
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$408,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$408,682
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$5,000,000
If this is an individual account plan, was there a blackout period2014-10-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$737,185
Participant contributions at end of year2014-10-31$0
Participant contributions at beginning of year2014-10-31$469,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$652,729
Value of net assets at end of year (total assets less liabilities)2014-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$24,374,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$15,623,040
Interest on participant loans2014-10-31$15,328
Value of interest in common/collective trusts at end of year2014-10-31$0
Value of interest in common/collective trusts at beginning of year2014-10-31$4,348,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$58,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-31$3,933,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$409,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$558,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$1,470,005
Contract administrator fees2014-10-31$64,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-10-31Yes
Did the plan have assets held for investment2014-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31MCDONALD AND SIMMONS, P.C.
Accountancy firm EIN2014-10-31752268179
2013 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION 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$4,367,983
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,318,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,233,876
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,624,966
Value of total assets at end of year2013-12-31$24,374,373
Value of total assets at beginning of year2013-12-31$21,324,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$84,468
Total interest from all sources2013-12-31$105,074
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$237,065
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$237,065
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$852,392
Participant contributions at end of year2013-12-31$469,549
Participant contributions at beginning of year2013-12-31$362,345
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,780
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$50,722
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$3,049,639
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,374,373
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,324,734
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$15,623,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,781,220
Interest on participant loans2013-12-31$18,040
Interest earned on other investments2013-12-31$87,034
Value of interest in common/collective trusts at end of year2013-12-31$4,348,631
Value of interest in common/collective trusts at beginning of year2013-12-31$3,805,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,933,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,325,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,978,513
Net investment gain or loss from common/collective trusts2013-12-31$422,365
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$745,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,233,876
Contract administrator fees2013-12-31$84,468
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 name2013-12-31MCDONALD AND SIMMONS, P.C
Accountancy firm EIN2013-12-31752268179
2012 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION 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$3,648,491
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,530,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,458,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,589,211
Value of total assets at end of year2012-12-31$21,324,734
Value of total assets at beginning of year2012-12-31$19,206,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,833
Total interest from all sources2012-12-31$124,210
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$286,782
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$286,782
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$776,066
Participant contributions at end of year2012-12-31$362,345
Participant contributions at beginning of year2012-12-31$470,451
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$73,875
Total non interest bearing cash at end of year2012-12-31$50,722
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,118,447
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,324,734
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,206,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,781,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,435,581
Interest on participant loans2012-12-31$18,725
Interest earned on other investments2012-12-31$105,485
Value of interest in common/collective trusts at end of year2012-12-31$3,805,060
Value of interest in common/collective trusts at beginning of year2012-12-31$3,323,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,325,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,976,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,281,324
Net investment gain or loss from common/collective trusts2012-12-31$366,964
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$739,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,458,211
Contract administrator fees2012-12-31$71,833
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 name2012-12-31ORTH, CHAKLER, MURNANE & CO CPAS
Accountancy firm EIN2012-12-31650662923
2011 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION 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$1,512,343
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,018,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,945,919
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,418,762
Value of total assets at end of year2011-12-31$19,206,287
Value of total assets at beginning of year2011-12-31$19,712,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,265
Total interest from all sources2011-12-31$129,682
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$269,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$269,132
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$609,555
Participant contributions at end of year2011-12-31$470,451
Participant contributions at beginning of year2011-12-31$396,228
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,299
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-505,841
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,206,287
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,712,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,435,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,684,312
Interest on participant loans2011-12-31$20,843
Interest earned on other investments2011-12-31$108,839
Value of interest in common/collective trusts at end of year2011-12-31$3,323,923
Value of interest in common/collective trusts at beginning of year2011-12-31$3,394,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,976,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,237,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-367,456
Net investment gain or loss from common/collective trusts2011-12-31$62,223
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$741,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,945,919
Contract administrator fees2011-12-31$72,265
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 name2011-12-31ORTH, CHAKLER, MURNANE & CO CPAS
Accountancy firm EIN2011-12-31650662923
2010 : CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$3,314,754
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,234,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,161,664
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,355,512
Value of total assets at end of year2010-12-31$19,712,128
Value of total assets at beginning of year2010-12-31$17,631,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72,778
Total interest from all sources2010-12-31$15,674
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$252,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$252,163
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$607,239
Participant contributions at end of year2010-12-31$396,228
Participant contributions at beginning of year2010-12-31$236,407
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,581
Other income not declared elsewhere2010-12-31$108,165
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$2,080,312
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,712,128
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,631,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,684,312
Interest on participant loans2010-12-31$15,674
Value of interest in common/collective trusts at end of year2010-12-31$3,394,221
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$17,395,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,237,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,241,535
Net investment gain or loss from common/collective trusts2010-12-31$341,705
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$731,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,161,664
Contract administrator fees2010-12-31$72,778
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 name2010-12-31ORTH, CHAKLER, MURNANE & CO, CPAS
Accountancy firm EIN2010-12-31650662923

Form 5500 Responses for CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN

2014: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION 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: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION 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: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION 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
2009: CREDIT UNION OF TEXAS CAPITAL ACCUMULATION 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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