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MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameMY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number 033

MY COMMUNITY FEDERAL CREDIT UNION 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.
  • 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.
  • 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.

401k Sponsoring company profile

MY COMMUNITY CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:MY COMMUNITY CREDIT UNION
Employer identification number (EIN):750969777
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332022-01-01
0332021-01-01
0332020-01-01
0332019-01-01
0332018-01-01
0332017-01-01ALTON OVERALL
0332017-01-01ALTON OVERALL
0332016-01-01ALTON OVERALL
0332015-01-01ALTON OVERALL
0332014-01-01ALTON OVERALL
0332013-01-01ALTON OVERALL
0332012-01-01RACHEL JUNG
0332011-01-01MARK WILLIAMS
0332010-01-01RACHEL JUNG2011-06-28
0332009-01-01RANDA TAYLOR

Plan Statistics for MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01140
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-0190
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01127
Number of participants with account balances2021-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01159
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01157
Number of participants with account balances2020-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01116
Total number of active participants reported on line 7a of the Form 55002019-01-0186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01135
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01116
Total number of active participants reported on line 7a of the Form 55002018-01-0179
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01114
Number of participants with account balances2018-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-0179
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01115
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01133
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01153
Number of participants with account balances2015-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01166
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0187
Total of all active and inactive participants2014-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01186
Number of participants with account balances2014-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01140
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01140
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-0183
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01132
Number of participants with account balances2011-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2009: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0184
Total number of active participants reported on line 7a of the Form 55002009-01-0198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01116
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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$0
Total income from all sources (including contributions)2022-12-31$-536,283
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$336,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$294,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$542,796
Value of total assets at end of year2022-12-31$6,379,670
Value of total assets at beginning of year2022-12-31$7,252,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,152
Total interest from all sources2022-12-31$20,010
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$149,766
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$149,766
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$350,115
Participant contributions at end of year2022-12-31$213,852
Participant contributions at beginning of year2022-12-31$199,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-873,280
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,379,670
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,252,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$41,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,334,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,155,885
Interest on participant loans2022-12-31$8,984
Interest earned on other investments2022-12-31$11,026
Value of interest in common/collective trusts at end of year2022-12-31$1,034,906
Value of interest in common/collective trusts at beginning of year2022-12-31$1,148,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$796,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$749,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,066,964
Net investment gain or loss from common/collective trusts2022-12-31$-181,891
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$192,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$294,845
Contract administrator fees2022-12-31$739
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 name2022-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2022-12-31591906466
2021 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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$1,789,313
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$681,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$635,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$941,124
Value of total assets at end of year2021-12-31$7,252,950
Value of total assets at beginning of year2021-12-31$6,145,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,117
Total interest from all sources2021-12-31$17,782
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$101,559
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$101,559
Administrative expenses professional fees incurred2021-12-31$516
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$359,261
Participant contributions at end of year2021-12-31$199,529
Participant contributions at beginning of year2021-12-31$206,276
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$449,233
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$1,107,372
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,252,950
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,145,578
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$5,155,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,407,073
Interest on participant loans2021-12-31$9,326
Interest earned on other investments2021-12-31$8,456
Value of interest in common/collective trusts at end of year2021-12-31$1,148,433
Value of interest in common/collective trusts at beginning of year2021-12-31$803,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$749,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$728,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$593,791
Net investment gain or loss from common/collective trusts2021-12-31$135,057
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$132,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$635,824
Contract administrator fees2021-12-31$45,601
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 name2021-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2021-12-31591906466
2020 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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$1,640,142
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$597,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$563,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$842,812
Value of total assets at end of year2020-12-31$6,145,578
Value of total assets at beginning of year2020-12-31$5,103,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,672
Total interest from all sources2020-12-31$24,974
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$95,236
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$95,236
Administrative expenses professional fees incurred2020-12-31$467
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$349,892
Participant contributions at end of year2020-12-31$206,276
Participant contributions at beginning of year2020-12-31$178,759
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,670
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$1,042,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,145,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,103,003
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$4,407,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,444,172
Interest on participant loans2020-12-31$10,142
Interest earned on other investments2020-12-31$14,832
Value of interest in common/collective trusts at end of year2020-12-31$803,737
Value of interest in common/collective trusts at beginning of year2020-12-31$680,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$728,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$799,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$568,658
Net investment gain or loss from common/collective trusts2020-12-31$108,462
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$457,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$563,895
Contract administrator fees2020-12-31$33,205
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 name2020-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2020-12-31591906466
2019 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$1,608,743
Total income from all sources (including contributions)2019-12-31$1,608,743
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$378,904
Total of all expenses incurred2019-12-31$378,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$348,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$348,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$876,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$876,561
Value of total assets at end of year2019-12-31$5,103,003
Value of total assets at end of year2019-12-31$5,103,003
Value of total assets at beginning of year2019-12-31$3,873,164
Value of total assets at beginning of year2019-12-31$3,873,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,761
Total interest from all sources2019-12-31$25,624
Total interest from all sources2019-12-31$25,624
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$73,316
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$73,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$73,316
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$73,316
Administrative expenses professional fees incurred2019-12-31$372
Administrative expenses professional fees incurred2019-12-31$372
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$318,061
Contributions received from participants2019-12-31$318,061
Participant contributions at end of year2019-12-31$178,759
Participant contributions at end of year2019-12-31$178,759
Participant contributions at beginning of year2019-12-31$151,944
Participant contributions at beginning of year2019-12-31$151,944
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,138
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,138
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
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$1,229,839
Value of net income/loss2019-12-31$1,229,839
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,103,003
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,103,003
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,873,164
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,873,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$3,444,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,444,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,492,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,492,100
Interest on participant loans2019-12-31$9,497
Interest on participant loans2019-12-31$9,497
Interest earned on other investments2019-12-31$16,127
Interest earned on other investments2019-12-31$16,127
Value of interest in common/collective trusts at end of year2019-12-31$680,122
Value of interest in common/collective trusts at end of year2019-12-31$680,122
Value of interest in common/collective trusts at beginning of year2019-12-31$468,434
Value of interest in common/collective trusts at beginning of year2019-12-31$468,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$799,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$799,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$760,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$760,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$522,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$522,648
Net investment gain or loss from common/collective trusts2019-12-31$110,594
Net investment gain or loss from common/collective trusts2019-12-31$110,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$413,362
Contributions received in cash from employer2019-12-31$413,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$348,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$348,143
Contract administrator fees2019-12-31$30,389
Contract administrator fees2019-12-31$30,389
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm name2019-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2019-12-31591906466
Accountancy firm EIN2019-12-31591906466
2018 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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$502,399
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$429,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$400,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$673,933
Value of total assets at end of year2018-12-31$3,873,164
Value of total assets at beginning of year2018-12-31$3,800,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,785
Total interest from all sources2018-12-31$21,477
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$63,653
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$63,653
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$289,603
Participant contributions at end of year2018-12-31$151,944
Participant contributions at beginning of year2018-12-31$171,063
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,643
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$72,880
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,873,164
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,800,284
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$2,492,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,347,762
Interest on participant loans2018-12-31$7,801
Interest earned on other investments2018-12-31$13,676
Value of interest in common/collective trusts at end of year2018-12-31$468,434
Value of interest in common/collective trusts at beginning of year2018-12-31$430,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$760,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$850,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-224,786
Net investment gain or loss from common/collective trusts2018-12-31$-31,878
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$379,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$400,734
Contract administrator fees2018-12-31$28,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2018-12-31591906466
2017 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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$0
Total income from all sources (including contributions)2017-12-31$1,067,809
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$631,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$603,707
Value of total corrective distributions2017-12-31$153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$630,261
Value of total assets at end of year2017-12-31$3,800,284
Value of total assets at beginning of year2017-12-31$3,364,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,108
Total interest from all sources2017-12-31$19,414
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$45,748
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$45,748
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$253,846
Participant contributions at end of year2017-12-31$171,063
Participant contributions at beginning of year2017-12-31$121,429
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$435,841
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,800,284
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,364,443
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$2,347,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,731,425
Interest on participant loans2017-12-31$5,372
Interest earned on other investments2017-12-31$14,042
Value of interest in common/collective trusts at end of year2017-12-31$430,863
Value of interest in common/collective trusts at beginning of year2017-12-31$466,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$850,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,044,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$304,086
Net investment gain or loss from common/collective trusts2017-12-31$68,300
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$376,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$603,707
Contract administrator fees2017-12-31$28,108
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 name2017-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2017-12-31591906466
2016 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$815,347
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$715,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$696,386
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$646,371
Value of total assets at end of year2016-12-31$3,364,443
Value of total assets at beginning of year2016-12-31$3,264,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,100
Total interest from all sources2016-12-31$22,645
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$25,030
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$25,030
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$244,044
Participant contributions at end of year2016-12-31$121,429
Participant contributions at beginning of year2016-12-31$138,743
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$99,861
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,364,443
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,264,582
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$1,731,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,347,984
Interest on participant loans2016-12-31$5,989
Interest earned on other investments2016-12-31$16,656
Value of interest in common/collective trusts at end of year2016-12-31$466,799
Value of interest in common/collective trusts at beginning of year2016-12-31$388,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,044,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,389,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$83,724
Net investment gain or loss from common/collective trusts2016-12-31$37,577
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$402,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$696,386
Contract administrator fees2016-12-31$19,100
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 name2016-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2016-12-31591906466
2015 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$571,729
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$622,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$601,955
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$555,953
Value of total assets at end of year2015-12-31$3,264,582
Value of total assets at beginning of year2015-12-31$3,315,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,211
Total interest from all sources2015-12-31$27,516
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$53,990
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$53,990
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$313,093
Participant contributions at end of year2015-12-31$138,743
Participant contributions at beginning of year2015-12-31$116,037
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-50,437
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,264,582
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,315,019
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$1,347,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,277,511
Interest on participant loans2015-12-31$5,245
Interest earned on other investments2015-12-31$22,271
Value of interest in common/collective trusts at end of year2015-12-31$388,015
Value of interest in common/collective trusts at beginning of year2015-12-31$646,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,389,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,275,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-57,232
Net investment gain or loss from common/collective trusts2015-12-31$-8,498
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$233,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$601,955
Contract administrator fees2015-12-31$20,211
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 name2015-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2015-12-31591906466
2014 : MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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$1,178,796
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$258,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$242,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,051,244
Value of total assets at end of year2014-12-31$3,315,019
Value of total assets at beginning of year2014-12-31$2,394,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,787
Total interest from all sources2014-12-31$23,460
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$35,531
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$35,531
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$285,606
Participant contributions at end of year2014-12-31$116,037
Participant contributions at beginning of year2014-12-31$73,552
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$583,058
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$920,026
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,315,019
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,394,993
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$1,277,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,038,128
Interest on participant loans2014-12-31$4,281
Interest earned on other investments2014-12-31$19,179
Value of interest in common/collective trusts at end of year2014-12-31$646,241
Value of interest in common/collective trusts at beginning of year2014-12-31$565,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,275,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$718,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$43,053
Net investment gain or loss from common/collective trusts2014-12-31$25,508
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$182,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$242,983
Contract administrator fees2014-12-31$15,787
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 name2014-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2014-12-31591906466
2013 : MY COMMUNITY FEDERAL CREDIT UNION 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$854,876
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$331,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$317,216
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$656,843
Value of total assets at end of year2013-12-31$2,394,993
Value of total assets at beginning of year2013-12-31$1,871,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,111
Total interest from all sources2013-12-31$19,070
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,114
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$15,114
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$249,823
Participant contributions at end of year2013-12-31$73,552
Participant contributions at beginning of year2013-12-31$88,042
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$170,412
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$523,549
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,394,993
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,871,444
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$1,038,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$755,099
Interest on participant loans2013-12-31$3,646
Interest earned on other investments2013-12-31$15,424
Value of interest in common/collective trusts at end of year2013-12-31$565,139
Value of interest in common/collective trusts at beginning of year2013-12-31$342,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$718,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$686,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$110,936
Net investment gain or loss from common/collective trusts2013-12-31$52,913
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$236,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$317,216
Contract administrator fees2013-12-31$14,111
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 name2013-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2013-12-31591906466
2012 : MY COMMUNITY FEDERAL CREDIT UNION 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$532,314
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$246,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$233,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$396,681
Value of total assets at end of year2012-12-31$1,871,444
Value of total assets at beginning of year2012-12-31$1,585,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,439
Total interest from all sources2012-12-31$20,764
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,477
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$17,477
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,500,000
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$202,003
Participant contributions at end of year2012-12-31$88,042
Participant contributions at beginning of year2012-12-31$70,722
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$286,119
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,871,444
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,585,325
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$755,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$519,872
Interest on participant loans2012-12-31$3,265
Interest earned on other investments2012-12-31$17,499
Value of interest in common/collective trusts at end of year2012-12-31$342,280
Value of interest in common/collective trusts at beginning of year2012-12-31$316,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$686,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$678,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$61,300
Net investment gain or loss from common/collective trusts2012-12-31$36,092
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$194,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$233,756
Contract administrator fees2012-12-31$12,439
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 name2012-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2012-12-31591906466
2011 : MY COMMUNITY FEDERAL CREDIT UNION 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$369,171
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$273,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$262,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$346,634
Value of total assets at end of year2011-12-31$1,585,325
Value of total assets at beginning of year2011-12-31$1,489,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,427
Total interest from all sources2011-12-31$23,021
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,272
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$14,272
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$137,100
Participant contributions at end of year2011-12-31$70,722
Participant contributions at beginning of year2011-12-31$64,181
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,674
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$95,798
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,585,325
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,489,527
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$519,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$447,692
Interest on participant loans2011-12-31$2,898
Interest earned on other investments2011-12-31$20,123
Value of interest in common/collective trusts at end of year2011-12-31$316,355
Value of interest in common/collective trusts at beginning of year2011-12-31$303,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$678,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$674,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,818
Net investment gain or loss from common/collective trusts2011-12-31$4,062
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$207,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$262,946
Contract administrator fees2011-12-31$10,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2011-12-31591906466

Form 5500 Responses for MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

2022: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MY COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MY COMMUNITY FEDERAL CREDIT UNION 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: MY COMMUNITY FEDERAL CREDIT UNION 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: MY COMMUNITY FEDERAL CREDIT UNION 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: MY COMMUNITY FEDERAL CREDIT UNION 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

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered127
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered157
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered135
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered114
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered153
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered186
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered166
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered140
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1976-1
Policy instance 1
Insurance contract or identification number042-1976-1
Number of Individuals Covered132
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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