401k Plan data: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	002

LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

LEWIS CLARK CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: LEWIS CLARK CREDIT UNION

Employer identification number (EIN): 820215955

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about LEWIS CLARK CREDIT UNION

Jurisdiction of Incorporation: Idaho Secretary Of State

Incorporation Date:

Company Identification Number: C188581

More information about LEWIS CLARK CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-10-01 TRISHA BAKER 2024-03-08
002 2021-10-01 TRISHA BAKER 2023-01-25
002 2020-10-01 TRISHA BAKER 2022-01-19
002 2019-10-01 TRISHA BAKER 2021-02-12
002 2018-10-01 TRISHA BAKER 2020-07-08
002 2017-10-01 TRISHA BAKER 2018-12-06
002 2016-10-01 TRISHA BAKER 2018-03-29
002 2015-10-01 TRISHA BAKER 2017-01-13
002 2014-10-01 TRISHA BAKER 2015-12-29
002 2013-10-01 VALERIE GUENTHER 2014-11-24
002 2012-10-01 VALERIE GUENTHER 2014-04-10
002 2011-10-01 VALERIE GUENTHER 2013-07-11
002 2010-10-01 VALERIE GUENTHER 2012-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-10-01	TRISHA BAKER	2024-03-08
002	2021-10-01	TRISHA BAKER	2023-01-25
002	2020-10-01	TRISHA BAKER	2022-01-19
002	2019-10-01	TRISHA BAKER	2021-02-12
002	2018-10-01	TRISHA BAKER	2020-07-08
002	2017-10-01	TRISHA BAKER	2018-12-06
002	2016-10-01	TRISHA BAKER	2018-03-29
002	2015-10-01	TRISHA BAKER	2017-01-13
002	2014-10-01	TRISHA BAKER	2015-12-29
002	2013-10-01	VALERIE GUENTHER	2014-11-24
002	2012-10-01	VALERIE GUENTHER	2014-04-10
002	2011-10-01	VALERIE GUENTHER	2013-07-11
002	2010-10-01	VALERIE GUENTHER	2012-07-09

Plan Statistics for LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2023: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets 2023-09-30 5,274,795
Acturial value of plan assets 2023-09-30 5,274,795
Funding target for retired participants and beneficiaries receiving payment 2023-09-30 182,566
Number of terminated vested participants 2023-09-30 8
Fundng target for terminated vested participants 2023-09-30 266,950
Active participant vested funding target 2023-09-30 1,363,341
Number of active participants 2023-09-30 33
Total funding liabilities for active participants 2023-09-30 1,399,398
Total participant count 2023-09-30 42
Total funding target for all participants 2023-09-30 1,848,914
Balance at beginning of prior year after applicable adjustments 2023-09-30 434,034
Prefunding balance at beginning of prior year after applicable adjustments 2023-09-30 327,769
Carryover balanced portion elected for use to offset prior years funding requirement 2023-09-30 0
Prefunding balanced used to offset prior years funding requirement 2023-09-30 0
Amount remaining of carryover balance 2023-09-30 434,034
Amount remaining of prefunding balance 2023-09-30 327,769
Present value of excess contributions 2023-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-09-30 0
Reductions in caryover balances due to elections or deemed elections 2023-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2023-09-30 0
Balance of carryovers at beginning of current year 2023-09-30 357,818
Balance of prefunding at beginning of current year 2023-09-30 270,213
Total employer contributions 2023-09-30 750,000
Total employee contributions 2023-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2023-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-09-30 733,748
Unpaid minimum required contributions for all prior years 2023-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-09-30 0
Remaining amount of unpaid minimum required contributions 2023-09-30 0
Minimum required contributions for current year target normal cost 2023-09-30 376,459
Net shortfall amortization installment of oustanding balance 2023-09-30 0
Waiver amortization installment 2023-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2023-09-30 0
Carryover balance elected to use to offset funding requirement 2023-09-30 0
Prefunding balance elected to use to offset funding requirement 2023-09-30 0
Additional cash requirement 2023-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2023-09-30 733,748
Unpaid minimum required contributions for current year 2023-09-30 0
Unpaid minimum required contributions for all years 2023-09-30 0
2022: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-09-30 6,569,820
Acturial value of plan assets 2022-09-30 6,569,820
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 190,630
Number of terminated vested participants 2022-09-30 6
Fundng target for terminated vested participants 2022-09-30 196,621
Active participant vested funding target 2022-09-30 1,013,192
Number of active participants 2022-09-30 39
Total funding liabilities for active participants 2022-09-30 1,062,713
Total participant count 2022-09-30 46
Total funding target for all participants 2022-09-30 1,449,964
Balance at beginning of prior year after applicable adjustments 2022-09-30 371,923
Prefunding balance at beginning of prior year after applicable adjustments 2022-09-30 280,865
Carryover balanced portion elected for use to offset prior years funding requirement 2022-09-30 0
Prefunding balanced used to offset prior years funding requirement 2022-09-30 0
Amount remaining of carryover balance 2022-09-30 371,923
Amount remaining of prefunding balance 2022-09-30 280,865
Present value of excess contributions 2022-09-30 736,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 778,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-09-30 0
Reductions in caryover balances due to elections or deemed elections 2022-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-09-30 0
Balance of carryovers at beginning of current year 2022-09-30 434,034
Balance of prefunding at beginning of current year 2022-09-30 327,769
Total employer contributions 2022-09-30 0
Total employee contributions 2022-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 0
Unpaid minimum required contributions for all prior years 2022-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-09-30 0
Remaining amount of unpaid minimum required contributions 2022-09-30 0
Minimum required contributions for current year target normal cost 2022-09-30 258,688
Net shortfall amortization installment of oustanding balance 2022-09-30 0
Waiver amortization installment 2022-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 0
Carryover balance elected to use to offset funding requirement 2022-09-30 0
Prefunding balance elected to use to offset funding requirement 2022-09-30 0
Additional cash requirement 2022-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for all years 2022-09-30 0
2021: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-09-30 4,940,283
Acturial value of plan assets 2021-09-30 4,940,283
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 203,309
Number of terminated vested participants 2021-09-30 6
Fundng target for terminated vested participants 2021-09-30 192,953
Active participant vested funding target 2021-09-30 747,182
Number of active participants 2021-09-30 34
Total funding liabilities for active participants 2021-09-30 847,610
Total participant count 2021-09-30 41
Total funding target for all participants 2021-09-30 1,243,872
Balance at beginning of prior year after applicable adjustments 2021-09-30 342,944
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 258,981
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 342,944
Amount remaining of prefunding balance 2021-09-30 258,981
Present value of excess contributions 2021-09-30 735,491
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 778,664
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 0
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 371,923
Balance of prefunding at beginning of current year 2021-09-30 280,865
Total employer contributions 2021-09-30 750,000
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 736,521
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 223,052
Net shortfall amortization installment of oustanding balance 2021-09-30 0
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 0
Carryover balance elected to use to offset funding requirement 2021-09-30 0
Prefunding balance elected to use to offset funding requirement 2021-09-30 0
Additional cash requirement 2021-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 736,521
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-09-30 3,880,092
Acturial value of plan assets 2020-09-30 3,880,092
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 209,593
Number of terminated vested participants 2020-09-30 4
Fundng target for terminated vested participants 2020-09-30 99,542
Active participant vested funding target 2020-09-30 598,440
Number of active participants 2020-09-30 34
Total funding liabilities for active participants 2020-09-30 687,807
Total participant count 2020-09-30 39
Total funding target for all participants 2020-09-30 996,942
Balance at beginning of prior year after applicable adjustments 2020-09-30 326,987
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 246,931
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 326,987
Amount remaining of prefunding balance 2020-09-30 246,931
Present value of excess contributions 2020-09-30 732,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 777,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 0
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 342,944
Balance of prefunding at beginning of current year 2020-09-30 258,981
Total employer contributions 2020-09-30 750,000
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 735,491
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 125,351
Net shortfall amortization installment of oustanding balance 2020-09-30 0
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 0
Carryover balance elected to use to offset funding requirement 2020-09-30 0
Prefunding balance elected to use to offset funding requirement 2020-09-30 0
Additional cash requirement 2020-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 735,491
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
2019: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-09-30 2,990,457
Acturial value of plan assets 2019-09-30 2,990,457
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 208,076
Number of terminated vested participants 2019-09-30 3
Fundng target for terminated vested participants 2019-09-30 79,870
Active participant vested funding target 2019-09-30 410,566
Number of active participants 2019-09-30 33
Total funding liabilities for active participants 2019-09-30 516,998
Total participant count 2019-09-30 37
Total funding target for all participants 2019-09-30 804,944
Balance at beginning of prior year after applicable adjustments 2019-09-30 307,290
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-30 232,056
Carryover balanced portion elected for use to offset prior years funding requirement 2019-09-30 0
Prefunding balanced used to offset prior years funding requirement 2019-09-30 0
Amount remaining of carryover balance 2019-09-30 307,290
Amount remaining of prefunding balance 2019-09-30 232,056
Present value of excess contributions 2019-09-30 243,973
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 259,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 0
Reductions in caryover balances due to elections or deemed elections 2019-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-09-30 0
Balance of carryovers at beginning of current year 2019-09-30 326,987
Balance of prefunding at beginning of current year 2019-09-30 246,931
Total employer contributions 2019-09-30 750,000
Total employee contributions 2019-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 732,846
Unpaid minimum required contributions for all prior years 2019-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-09-30 0
Remaining amount of unpaid minimum required contributions 2019-09-30 0
Minimum required contributions for current year target normal cost 2019-09-30 104,623
Net shortfall amortization installment of oustanding balance 2019-09-30 0
Waiver amortization installment 2019-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 0
Carryover balance elected to use to offset funding requirement 2019-09-30 0
Prefunding balance elected to use to offset funding requirement 2019-09-30 0
Additional cash requirement 2019-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 732,846
Unpaid minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for all years 2019-09-30 0
2018: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-09-30 2,966,147
Acturial value of plan assets 2018-09-30 2,966,147
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 211,913
Number of terminated vested participants 2018-09-30 3
Fundng target for terminated vested participants 2018-09-30 72,517
Active participant vested funding target 2018-09-30 547,524
Number of active participants 2018-09-30 31
Total funding liabilities for active participants 2018-09-30 609,623
Total participant count 2018-09-30 35
Total funding target for all participants 2018-09-30 894,053
Balance at beginning of prior year after applicable adjustments 2018-09-30 272,517
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 205,796
Carryover balanced portion elected for use to offset prior years funding requirement 2018-09-30 0
Prefunding balanced used to offset prior years funding requirement 2018-09-30 0
Amount remaining of carryover balance 2018-09-30 272,517
Amount remaining of prefunding balance 2018-09-30 205,796
Present value of excess contributions 2018-09-30 488,678
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 519,660
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-09-30 0
Reductions in caryover balances due to elections or deemed elections 2018-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-09-30 0
Balance of carryovers at beginning of current year 2018-09-30 307,290
Balance of prefunding at beginning of current year 2018-09-30 232,056
Total employer contributions 2018-09-30 250,000
Total employee contributions 2018-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 243,973
Unpaid minimum required contributions for all prior years 2018-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-09-30 0
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 92,603
Net shortfall amortization installment of oustanding balance 2018-09-30 0
Waiver amortization installment 2018-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 0
Carryover balance elected to use to offset funding requirement 2018-09-30 0
Prefunding balance elected to use to offset funding requirement 2018-09-30 0
Additional cash requirement 2018-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 243,973
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0
2017: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-09-30 2,175,553
Acturial value of plan assets 2017-09-30 2,175,553
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 215,292
Number of terminated vested participants 2017-09-30 3
Fundng target for terminated vested participants 2017-09-30 65,849
Active participant vested funding target 2017-09-30 448,551
Number of active participants 2017-09-30 21
Total funding liabilities for active participants 2017-09-30 479,507
Total participant count 2017-09-30 25
Total funding target for all participants 2017-09-30 760,648
Balance at beginning of prior year after applicable adjustments 2017-09-30 243,210
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 183,664
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 0
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 243,210
Amount remaining of prefunding balance 2017-09-30 183,664
Present value of excess contributions 2017-09-30 190,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 202,955
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 0
Reductions in caryover balances due to elections or deemed elections 2017-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 272,517
Balance of prefunding at beginning of current year 2017-09-30 205,796
Total employer contributions 2017-09-30 500,000
Total employee contributions 2017-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 488,678
Unpaid minimum required contributions for all prior years 2017-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 55,945
Net shortfall amortization installment of oustanding balance 2017-09-30 0
Waiver amortization installment 2017-09-30 0
Waived amount of outstanding balance 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 0
Carryover balance elected to use to offset funding requirement 2017-09-30 0
Prefunding balance elected to use to offset funding requirement 2017-09-30 0
Additional cash requirement 2017-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 488,678
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0

Measure	Date	Value
2023: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets	2023-09-30	5,274,795
Acturial value of plan assets	2023-09-30	5,274,795
Funding target for retired participants and beneficiaries receiving payment	2023-09-30	182,566
Number of terminated vested participants	2023-09-30	8
Fundng target for terminated vested participants	2023-09-30	266,950
Active participant vested funding target	2023-09-30	1,363,341
Number of active participants	2023-09-30	33
Total funding liabilities for active participants	2023-09-30	1,399,398
Total participant count	2023-09-30	42
Total funding target for all participants	2023-09-30	1,848,914
Balance at beginning of prior year after applicable adjustments	2023-09-30	434,034
Prefunding balance at beginning of prior year after applicable adjustments	2023-09-30	327,769
Carryover balanced portion elected for use to offset prior years funding requirement	2023-09-30	0
Prefunding balanced used to offset prior years funding requirement	2023-09-30	0
Amount remaining of carryover balance	2023-09-30	434,034
Amount remaining of prefunding balance	2023-09-30	327,769
Present value of excess contributions	2023-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-09-30	0
Reductions in caryover balances due to elections or deemed elections	2023-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2023-09-30	0
Balance of carryovers at beginning of current year	2023-09-30	357,818
Balance of prefunding at beginning of current year	2023-09-30	270,213
Total employer contributions	2023-09-30	750,000
Total employee contributions	2023-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2023-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-09-30	733,748
Unpaid minimum required contributions for all prior years	2023-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-09-30	0
Remaining amount of unpaid minimum required contributions	2023-09-30	0
Minimum required contributions for current year target normal cost	2023-09-30	376,459
Net shortfall amortization installment of oustanding balance	2023-09-30	0
Waiver amortization installment	2023-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2023-09-30	0
Carryover balance elected to use to offset funding requirement	2023-09-30	0
Prefunding balance elected to use to offset funding requirement	2023-09-30	0
Additional cash requirement	2023-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2023-09-30	733,748
Unpaid minimum required contributions for current year	2023-09-30	0
Unpaid minimum required contributions for all years	2023-09-30	0
2022: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-09-30	6,569,820
Acturial value of plan assets	2022-09-30	6,569,820
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	190,630
Number of terminated vested participants	2022-09-30	6
Fundng target for terminated vested participants	2022-09-30	196,621
Active participant vested funding target	2022-09-30	1,013,192
Number of active participants	2022-09-30	39
Total funding liabilities for active participants	2022-09-30	1,062,713
Total participant count	2022-09-30	46
Total funding target for all participants	2022-09-30	1,449,964
Balance at beginning of prior year after applicable adjustments	2022-09-30	371,923
Prefunding balance at beginning of prior year after applicable adjustments	2022-09-30	280,865
Carryover balanced portion elected for use to offset prior years funding requirement	2022-09-30	0
Prefunding balanced used to offset prior years funding requirement	2022-09-30	0
Amount remaining of carryover balance	2022-09-30	371,923
Amount remaining of prefunding balance	2022-09-30	280,865
Present value of excess contributions	2022-09-30	736,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	778,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-09-30	0
Reductions in caryover balances due to elections or deemed elections	2022-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-09-30	0
Balance of carryovers at beginning of current year	2022-09-30	434,034
Balance of prefunding at beginning of current year	2022-09-30	327,769
Total employer contributions	2022-09-30	0
Total employee contributions	2022-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	0
Unpaid minimum required contributions for all prior years	2022-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-09-30	0
Remaining amount of unpaid minimum required contributions	2022-09-30	0
Minimum required contributions for current year target normal cost	2022-09-30	258,688
Net shortfall amortization installment of oustanding balance	2022-09-30	0
Waiver amortization installment	2022-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	0
Carryover balance elected to use to offset funding requirement	2022-09-30	0
Prefunding balance elected to use to offset funding requirement	2022-09-30	0
Additional cash requirement	2022-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for all years	2022-09-30	0
2021: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-09-30	4,940,283
Acturial value of plan assets	2021-09-30	4,940,283
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	203,309
Number of terminated vested participants	2021-09-30	6
Fundng target for terminated vested participants	2021-09-30	192,953
Active participant vested funding target	2021-09-30	747,182
Number of active participants	2021-09-30	34
Total funding liabilities for active participants	2021-09-30	847,610
Total participant count	2021-09-30	41
Total funding target for all participants	2021-09-30	1,243,872
Balance at beginning of prior year after applicable adjustments	2021-09-30	342,944
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	258,981
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	342,944
Amount remaining of prefunding balance	2021-09-30	258,981
Present value of excess contributions	2021-09-30	735,491
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	778,664
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	0
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	371,923
Balance of prefunding at beginning of current year	2021-09-30	280,865
Total employer contributions	2021-09-30	750,000
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	736,521
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	223,052
Net shortfall amortization installment of oustanding balance	2021-09-30	0
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	0
Carryover balance elected to use to offset funding requirement	2021-09-30	0
Prefunding balance elected to use to offset funding requirement	2021-09-30	0
Additional cash requirement	2021-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	736,521
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-09-30	3,880,092
Acturial value of plan assets	2020-09-30	3,880,092
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	209,593
Number of terminated vested participants	2020-09-30	4
Fundng target for terminated vested participants	2020-09-30	99,542
Active participant vested funding target	2020-09-30	598,440
Number of active participants	2020-09-30	34
Total funding liabilities for active participants	2020-09-30	687,807
Total participant count	2020-09-30	39
Total funding target for all participants	2020-09-30	996,942
Balance at beginning of prior year after applicable adjustments	2020-09-30	326,987
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	246,931
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	326,987
Amount remaining of prefunding balance	2020-09-30	246,931
Present value of excess contributions	2020-09-30	732,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	777,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	0
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	342,944
Balance of prefunding at beginning of current year	2020-09-30	258,981
Total employer contributions	2020-09-30	750,000
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	735,491
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	125,351
Net shortfall amortization installment of oustanding balance	2020-09-30	0
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	0
Carryover balance elected to use to offset funding requirement	2020-09-30	0
Prefunding balance elected to use to offset funding requirement	2020-09-30	0
Additional cash requirement	2020-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	735,491
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
2019: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-09-30	2,990,457
Acturial value of plan assets	2019-09-30	2,990,457
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	208,076
Number of terminated vested participants	2019-09-30	3
Fundng target for terminated vested participants	2019-09-30	79,870
Active participant vested funding target	2019-09-30	410,566
Number of active participants	2019-09-30	33
Total funding liabilities for active participants	2019-09-30	516,998
Total participant count	2019-09-30	37
Total funding target for all participants	2019-09-30	804,944
Balance at beginning of prior year after applicable adjustments	2019-09-30	307,290
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	232,056
Carryover balanced portion elected for use to offset prior years funding requirement	2019-09-30	0
Prefunding balanced used to offset prior years funding requirement	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	307,290
Amount remaining of prefunding balance	2019-09-30	232,056
Present value of excess contributions	2019-09-30	243,973
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	259,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	0
Reductions in caryover balances due to elections or deemed elections	2019-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-09-30	0
Balance of carryovers at beginning of current year	2019-09-30	326,987
Balance of prefunding at beginning of current year	2019-09-30	246,931
Total employer contributions	2019-09-30	750,000
Total employee contributions	2019-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	732,846
Unpaid minimum required contributions for all prior years	2019-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-30	0
Remaining amount of unpaid minimum required contributions	2019-09-30	0
Minimum required contributions for current year target normal cost	2019-09-30	104,623
Net shortfall amortization installment of oustanding balance	2019-09-30	0
Waiver amortization installment	2019-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	0
Carryover balance elected to use to offset funding requirement	2019-09-30	0
Prefunding balance elected to use to offset funding requirement	2019-09-30	0
Additional cash requirement	2019-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	732,846
Unpaid minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for all years	2019-09-30	0
2018: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-09-30	2,966,147
Acturial value of plan assets	2018-09-30	2,966,147
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	211,913
Number of terminated vested participants	2018-09-30	3
Fundng target for terminated vested participants	2018-09-30	72,517
Active participant vested funding target	2018-09-30	547,524
Number of active participants	2018-09-30	31
Total funding liabilities for active participants	2018-09-30	609,623
Total participant count	2018-09-30	35
Total funding target for all participants	2018-09-30	894,053
Balance at beginning of prior year after applicable adjustments	2018-09-30	272,517
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	205,796
Carryover balanced portion elected for use to offset prior years funding requirement	2018-09-30	0
Prefunding balanced used to offset prior years funding requirement	2018-09-30	0
Amount remaining of carryover balance	2018-09-30	272,517
Amount remaining of prefunding balance	2018-09-30	205,796
Present value of excess contributions	2018-09-30	488,678
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	519,660
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-09-30	0
Reductions in caryover balances due to elections or deemed elections	2018-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-09-30	0
Balance of carryovers at beginning of current year	2018-09-30	307,290
Balance of prefunding at beginning of current year	2018-09-30	232,056
Total employer contributions	2018-09-30	250,000
Total employee contributions	2018-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	243,973
Unpaid minimum required contributions for all prior years	2018-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-09-30	0
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	92,603
Net shortfall amortization installment of oustanding balance	2018-09-30	0
Waiver amortization installment	2018-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	0
Carryover balance elected to use to offset funding requirement	2018-09-30	0
Prefunding balance elected to use to offset funding requirement	2018-09-30	0
Additional cash requirement	2018-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	243,973
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0
2017: LEWIS CLARK CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-09-30	2,175,553
Acturial value of plan assets	2017-09-30	2,175,553
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	215,292
Number of terminated vested participants	2017-09-30	3
Fundng target for terminated vested participants	2017-09-30	65,849
Active participant vested funding target	2017-09-30	448,551
Number of active participants	2017-09-30	21
Total funding liabilities for active participants	2017-09-30	479,507
Total participant count	2017-09-30	25
Total funding target for all participants	2017-09-30	760,648
Balance at beginning of prior year after applicable adjustments	2017-09-30	243,210
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	183,664
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	243,210
Amount remaining of prefunding balance	2017-09-30	183,664
Present value of excess contributions	2017-09-30	190,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	202,955
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	0
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	272,517
Balance of prefunding at beginning of current year	2017-09-30	205,796
Total employer contributions	2017-09-30	500,000
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	488,678
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	55,945
Net shortfall amortization installment of oustanding balance	2017-09-30	0
Waiver amortization installment	2017-09-30	0
Waived amount of outstanding balance	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	0
Carryover balance elected to use to offset funding requirement	2017-09-30	0
Prefunding balance elected to use to offset funding requirement	2017-09-30	0
Additional cash requirement	2017-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	488,678
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0

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Company Name:	LEWIS CLARK CREDIT UNION
Employer identification number (EIN):	820215955
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	Idaho Secretary Of State
Incorporation Date:
Company Identification Number:	C188581