401k Plan data: COPPER STATE CREDIT UNION 401(K) PLAN plan

COPPER STATE CREDIT UNION 401(K) PLAN 401k Plan overview

Plan Name	COPPER STATE CREDIT UNION 401(K) PLAN
Plan identification number	001

COPPER STATE CREDIT UNION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

COPPER STATE CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: COPPER STATE CREDIT UNION

Employer identification number (EIN): 866050693

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COPPER STATE CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 AMY SINGPRADITH 2019-06-23
001 2017-01-01 AMY SINGPRADITH 2018-06-19
001 2016-01-01 AMY SINGPRADITH 2017-03-23 AMY SINGPRADITH 2017-03-23
001 2015-01-01 AMY SINGPRADITH 2016-04-29 AMY SINGPRADITH 2016-04-29
001 2014-01-01 AMY SINGPRADITH 2015-05-20 AMY SINGPRADITH 2015-05-20
001 2013-01-01 AMY SINGPRADITH 2014-04-01 AMY SINGPRADITH 2014-04-01
001 2012-01-01 STEPHEN DUNHAM 2013-01-31 STEPHEN DUNHAM 2013-01-31
001 2011-01-01 STEPHEN DUNHAM 2012-10-03 STEPHEN DUNHAM 2012-10-03
001 2010-01-01 STEPHEN DUNHAM 2011-10-13 STEPHEN DUNHAM 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	AMY SINGPRADITH	2019-06-23
001	2017-01-01	AMY SINGPRADITH	2018-06-19
001	2016-01-01	AMY SINGPRADITH	2017-03-23	AMY SINGPRADITH	2017-03-23
001	2015-01-01	AMY SINGPRADITH	2016-04-29	AMY SINGPRADITH	2016-04-29
001	2014-01-01	AMY SINGPRADITH	2015-05-20	AMY SINGPRADITH	2015-05-20
001	2013-01-01	AMY SINGPRADITH	2014-04-01	AMY SINGPRADITH	2014-04-01
001	2012-01-01	STEPHEN DUNHAM	2013-01-31	STEPHEN DUNHAM	2013-01-31
001	2011-01-01	STEPHEN DUNHAM	2012-10-03	STEPHEN DUNHAM	2012-10-03
001	2010-01-01	STEPHEN DUNHAM	2011-10-13	STEPHEN DUNHAM	2011-10-13

Plan Statistics for COPPER STATE CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for COPPER STATE CREDIT UNION 401(K) PLAN

Measure Date Value
2022: COPPER STATE CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 139
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 269
Total of all active and inactive participants 2022-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 408
Number of participants with account balances 2022-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: COPPER STATE CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 137
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 109
Total of all active and inactive participants 2021-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 246
Number of participants with account balances 2021-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 28
2020: COPPER STATE CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 134
Number of retired or separated participants receiving benefits 2020-01-01 98
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 232
Number of participants with account balances 2020-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
2019: COPPER STATE CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 67
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 79
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: COPPER STATE CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	139
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	269
Total of all active and inactive participants	2022-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	408
Number of participants with account balances	2022-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: COPPER STATE CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	137
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	109
Total of all active and inactive participants	2021-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	246
Number of participants with account balances	2021-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	28
2020: COPPER STATE CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	134
Number of retired or separated participants receiving benefits	2020-01-01	98
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	232
Number of participants with account balances	2020-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
2019: COPPER STATE CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	67
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	79
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on COPPER STATE CREDIT UNION 401(K) PLAN

Measure	Date	Value
2022 : COPPER STATE CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-506,910
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$671,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$617,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$942,014
Value of total assets at end of year	2022-12-31	$9,352,552
Value of total assets at beginning of year	2022-12-31	$10,531,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$53,712
Total interest from all sources	2022-12-31	$563
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$255,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$255,656
Administrative expenses professional fees incurred	2022-12-31	$1,125
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$595,123
Participant contributions at end of year	2022-12-31	$6,447
Participant contributions at beginning of year	2022-12-31	$39,856
Participant contributions at end of year	2022-12-31	$20,194
Participant contributions at beginning of year	2022-12-31	$18,747
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$-23,501
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$117
Total non interest bearing cash at end of year	2022-12-31	$65,128
Total non interest bearing cash at beginning of year	2022-12-31	$64,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,178,572
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,352,552
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,531,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$52,587
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,247,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,396,170
Interest on participant loans	2022-12-31	$563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,705,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$370,392
Employer contributions (assets) at end of year	2022-12-31	$13,084
Employer contributions (assets) at beginning of year	2022-12-31	$12,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$617,950
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DOEREN MAYHEW
Accountancy firm EIN	2022-12-31	382492570
2021 : COPPER STATE CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,266,634
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,186,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,130,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,022,615
Value of total assets at end of year	2021-12-31	$10,531,124
Value of total assets at beginning of year	2021-12-31	$9,450,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$55,973
Total interest from all sources	2021-12-31	$1,793
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$206,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$206,053
Administrative expenses professional fees incurred	2021-12-31	$750
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$616,369
Participant contributions at end of year	2021-12-31	$39,856
Participant contributions at beginning of year	2021-12-31	$45,375
Participant contributions at end of year	2021-12-31	$18,747
Participant contributions at beginning of year	2021-12-31	$18,656
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$23,275
Other income not declared elsewhere	2021-12-31	$1,043
Total non interest bearing cash at end of year	2021-12-31	$64,012
Total non interest bearing cash at beginning of year	2021-12-31	$25,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,080,381
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,531,124
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,450,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$55,223
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,396,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,348,392
Interest on participant loans	2021-12-31	$1,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,035,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$382,971
Employer contributions (assets) at end of year	2021-12-31	$12,339
Employer contributions (assets) at beginning of year	2021-12-31	$12,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,130,280
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	NEARMAN, MAYNARD & VALLEZ, CPAS
Accountancy firm EIN	2021-12-31	591906466
2020 : COPPER STATE CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$4,455,887
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	$1,742,871
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$334,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$303,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$724,916
Value of total assets at end of year	2020-12-31	$9,450,743
Value of total assets at beginning of year	2020-12-31	$3,586,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$30,765
Total interest from all sources	2020-12-31	$1,615
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$114,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$114,866
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$439,177
Participant contributions at end of year	2020-12-31	$45,375
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$18,656
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$34,403
Total non interest bearing cash at end of year	2020-12-31	$25,352
Total non interest bearing cash at beginning of year	2020-12-31	$18,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,408,365
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,450,743
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,586,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$30,765
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,348,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,509,407
Interest on participant loans	2020-12-31	$1,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$901,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$251,336
Employer contributions (assets) at end of year	2020-12-31	$12,968
Employer contributions (assets) at beginning of year	2020-12-31	$58,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$303,741
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	NEARMAN, MAYNARD & VALLEZ, CPAS
Accountancy firm EIN	2020-12-31	591906466
2019 : COPPER STATE CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	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 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	$1,036,159
Total income from all sources (including contributions)	2019-12-31	$1,036,159
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$308,065
Total of all expenses incurred	2019-12-31	$308,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$283,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$283,681
Value of total corrective distributions	2019-12-31	$6,239
Value of total corrective distributions	2019-12-31	$6,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$407,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$407,927
Value of total assets at end of year	2019-12-31	$3,586,491
Value of total assets at end of year	2019-12-31	$3,586,491
Value of total assets at beginning of year	2019-12-31	$2,858,397
Value of total assets at beginning of year	2019-12-31	$2,858,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,145
Total interest from all sources	2019-12-31	$33
Total interest from all sources	2019-12-31	$33
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$102,011
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$102,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$102,011
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$102,011
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$225,858
Contributions received from participants	2019-12-31	$225,858
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$1,700
Participant contributions at beginning of year	2019-12-31	$1,700
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,265
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,265
Total non interest bearing cash at end of year	2019-12-31	$18,996
Total non interest bearing cash at end of year	2019-12-31	$18,996
Total non interest bearing cash at beginning of year	2019-12-31	$5,624
Total non interest bearing cash at beginning of year	2019-12-31	$5,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$728,094
Value of net income/loss	2019-12-31	$728,094
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,586,491
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,858,397
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,858,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$18,145
Investment advisory and management fees	2019-12-31	$18,145
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,509,407
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,509,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,851,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,851,073
Interest on participant loans	2019-12-31	$33
Interest on participant loans	2019-12-31	$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$526,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$526,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$178,804
Contributions received in cash from employer	2019-12-31	$178,804
Employer contributions (assets) at end of year	2019-12-31	$58,088
Employer contributions (assets) at end of year	2019-12-31	$58,088
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$283,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$283,681
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	NEARMAN, MAYNARD & VALLEZ, CPAS
Accountancy firm name	2019-12-31	NEARMAN, MAYNARD & VALLEZ, CPAS
Accountancy firm EIN	2019-12-31	591906466
Accountancy firm EIN	2019-12-31	591906466

Form 5500 Responses for COPPER STATE CREDIT UNION 401(K) PLAN

2022: COPPER STATE CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COPPER STATE CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COPPER STATE CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COPPER STATE CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COPPER STATE CREDIT UNION
Employer identification number (EIN):	866050693
NAIC Classification:	522130
NAIC Description:	Credit Unions