401k Plan data: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN plan

CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 401k Plan overview

Plan Name	CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN
Plan identification number	002

CREDIT UNION 1 PROFIT SHARING/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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

CREDIT UNION 1 has sponsored the creation of one or more 401k plans.

Company Name: CREDIT UNION 1

Employer identification number (EIN): 920021481

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MARK BURGESS 2023-09-18
002 2021-01-01 MARK BURGESS 2022-10-10
002 2020-01-01 JAMES WILEMAN 2021-09-07
002 2019-01-01 JAMES WILEMAN 2020-08-25
002 2018-01-01 JAMES WILEMAN 2019-08-19 JAMES WILEMAN 2019-08-19
002 2017-01-01
002 2016-01-01 PAUL YANG
002 2015-01-01 JAMES WILEMAN
002 2014-01-01 TOM NEWINS
002 2013-01-01 TOM NEWINS
002 2012-01-01 LESLIE ELLIS
002 2011-01-01 LESLIE ELLIS
002 2010-01-01 LESLIE ELLIS
002 2009-01-01 LESLIE ELLIS LESLIS ELLIS 2010-07-27
002 2009-01-01 LESLIE ELLIS LESLIS ELLIS 2010-07-27
002 2009-01-01 LESLIE ELLIS
002 2009-01-01 LESLIE ELLIS LESLIS ELLIS 2010-07-27
002 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MARK BURGESS	2023-09-18
002	2021-01-01	MARK BURGESS	2022-10-10
002	2020-01-01	JAMES WILEMAN	2021-09-07
002	2019-01-01	JAMES WILEMAN	2020-08-25
002	2018-01-01	JAMES WILEMAN	2019-08-19	JAMES WILEMAN	2019-08-19
002	2017-01-01
002	2016-01-01	PAUL YANG
002	2015-01-01	JAMES WILEMAN
002	2014-01-01	TOM NEWINS
002	2013-01-01	TOM NEWINS
002	2012-01-01	LESLIE ELLIS
002	2011-01-01	LESLIE ELLIS
002	2010-01-01	LESLIE ELLIS
002	2009-01-01	LESLIE ELLIS		LESLIS ELLIS	2010-07-27
002	2009-01-01	LESLIE ELLIS		LESLIS ELLIS	2010-07-27
002	2009-01-01	LESLIE ELLIS
002	2009-01-01	LESLIE ELLIS		LESLIS ELLIS	2010-07-27
002	2008-01-01

Plan Statistics for CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

401k plan membership statisitcs for CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

Measure Date Value
2022: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 272
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 79
Total of all active and inactive participants 2022-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 352
Number of participants with account balances 2022-01-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 245
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 81
Total of all active and inactive participants 2021-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 327
Number of participants with account balances 2021-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 29
2020: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 274
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 72
Total of all active and inactive participants 2020-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 346
Number of participants with account balances 2020-01-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 34
2019: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 293
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 63
Total of all active and inactive participants 2019-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 356
Number of participants with account balances 2019-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 28
2018: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 284
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 56
Total of all active and inactive participants 2018-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 340
Number of participants with account balances 2018-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 33
2017: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 296
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 49
Total of all active and inactive participants 2017-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 345
Number of participants with account balances 2017-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 35
2016: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 300
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 53
Total of all active and inactive participants 2016-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 353
Number of participants with account balances 2016-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 21
2015: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 267
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 58
Total of all active and inactive participants 2015-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 325
Number of participants with account balances 2015-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 29
2014: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 247
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 99
Total of all active and inactive participants 2014-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 346
Number of participants with account balances 2014-01-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 24
2013: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 230
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 95
Total of all active and inactive participants 2013-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 325
Number of participants with account balances 2013-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 24
2012: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 217
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 77
Total of all active and inactive participants 2012-01-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 294
Number of participants with account balances 2012-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 27
2011: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 207
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 76
Total of all active and inactive participants 2011-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 283
Number of participants with account balances 2011-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 28
2010: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 184
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 59
Total of all active and inactive participants 2010-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 243
Number of participants with account balances 2010-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 18
2009: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 180
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 50
Total of all active and inactive participants 2009-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 230
Number of participants with account balances 2009-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 21

Measure	Date	Value
2022: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	272
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	79
Total of all active and inactive participants	2022-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	352
Number of participants with account balances	2022-01-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	245
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	81
Total of all active and inactive participants	2021-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	327
Number of participants with account balances	2021-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	29
2020: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	274
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	72
Total of all active and inactive participants	2020-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	346
Number of participants with account balances	2020-01-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	34
2019: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	293
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	63
Total of all active and inactive participants	2019-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	356
Number of participants with account balances	2019-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	28
2018: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	284
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	56
Total of all active and inactive participants	2018-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	340
Number of participants with account balances	2018-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	33
2017: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	296
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	49
Total of all active and inactive participants	2017-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	345
Number of participants with account balances	2017-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	35
2016: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	300
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	53
Total of all active and inactive participants	2016-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	353
Number of participants with account balances	2016-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	21
2015: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	267
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	58
Total of all active and inactive participants	2015-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	325
Number of participants with account balances	2015-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	29
2014: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	247
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	99
Total of all active and inactive participants	2014-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	346
Number of participants with account balances	2014-01-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	24
2013: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	230
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	95
Total of all active and inactive participants	2013-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	325
Number of participants with account balances	2013-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	24
2012: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	217
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	77
Total of all active and inactive participants	2012-01-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	294
Number of participants with account balances	2012-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	27
2011: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	207
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	76
Total of all active and inactive participants	2011-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	283
Number of participants with account balances	2011-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	28
2010: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	184
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	59
Total of all active and inactive participants	2010-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	243
Number of participants with account balances	2010-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	18
2009: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	180
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	50
Total of all active and inactive participants	2009-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	230
Number of participants with account balances	2009-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	21

Financial Data on CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

Measure	Date	Value
2022 : CREDIT UNION 1 PROFIT SHARING/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	$-1,843,710
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,322,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,298,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,001,060
Value of total assets at end of year	2022-12-31	$27,324,502
Value of total assets at beginning of year	2022-12-31	$31,490,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,221
Total interest from all sources	2022-12-31	$71,230
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,018,699
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	$1,018,699
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
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	$1,134,940
Participant contributions at end of year	2022-12-31	$653,627
Participant contributions at beginning of year	2022-12-31	$786,450
Participant contributions at end of year	2022-12-31	$39,424
Participant contributions at beginning of year	2022-12-31	$36,413
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$51,720
Total non interest bearing cash at end of year	2022-12-31	$1,268
Total non interest bearing cash at beginning of year	2022-12-31	$18,192
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	$-4,165,953
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,324,502
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,490,455
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,641,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,613,286
Interest on participant loans	2022-12-31	$26,280
Interest earned on other investments	2022-12-31	$44,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,117,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,019,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,934,699
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
Contributions received in cash from employer	2022-12-31	$1,814,400
Employer contributions (assets) at end of year	2022-12-31	$870,809
Employer contributions (assets) at beginning of year	2022-12-31	$16,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,298,022
Contract administrator fees	2022-12-31	$24,221
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	MOSS ADAMS
Accountancy firm EIN	2022-12-31	910189318
2021 : CREDIT UNION 1 PROFIT SHARING/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	$5,403,673
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,307,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,254,566
Value of total corrective distributions	2021-12-31	$1,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,651,496
Value of total assets at end of year	2021-12-31	$31,490,455
Value of total assets at beginning of year	2021-12-31	$28,394,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,111
Total interest from all sources	2021-12-31	$71,642
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$977,097
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	$977,097
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
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	$1,143,265
Participant contributions at end of year	2021-12-31	$786,450
Participant contributions at beginning of year	2021-12-31	$778,345
Participant contributions at end of year	2021-12-31	$36,413
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$41,387
Total non interest bearing cash at end of year	2021-12-31	$18,192
Total non interest bearing cash at beginning of year	2021-12-31	$78,713
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	$3,096,444
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,490,455
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,394,011
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$28,613,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$25,009,577
Interest on participant loans	2021-12-31	$27,986
Interest earned on other investments	2021-12-31	$43,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,019,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,989,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,703,438
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	$466,844
Employer contributions (assets) at end of year	2021-12-31	$16,351
Employer contributions (assets) at beginning of year	2021-12-31	$537,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,254,566
Contract administrator fees	2021-12-31	$51,111
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	MOSS ADAMS
Accountancy firm EIN	2021-12-31	910189318
2020 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$6,246,153
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,006,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,980,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,373,813
Value of total assets at end of year	2020-12-31	$28,394,011
Value of total assets at beginning of year	2020-12-31	$24,154,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,941
Total interest from all sources	2020-12-31	$74,043
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$668,560
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	$668,560
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
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	$1,290,491
Participant contributions at end of year	2020-12-31	$778,345
Participant contributions at beginning of year	2020-12-31	$631,668
Participant contributions at beginning of year	2020-12-31	$41,162
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,736
Total non interest bearing cash at end of year	2020-12-31	$78,713
Total non interest bearing cash at beginning of year	2020-12-31	$147
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	$4,239,782
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,394,011
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,154,229
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$25,009,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,487,117
Interest on participant loans	2020-12-31	$33,559
Interest earned on other investments	2020-12-31	$40,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,989,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,431,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,129,737
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	$1,079,586
Employer contributions (assets) at end of year	2020-12-31	$537,731
Employer contributions (assets) at beginning of year	2020-12-31	$562,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,980,430
Contract administrator fees	2020-12-31	$25,941
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2019 401k financial data
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 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	$6,477,838
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,117,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,113,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,274,660
Value of total assets at end of year	2019-12-31	$24,154,229
Value of total assets at beginning of year	2019-12-31	$19,793,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,542
Total interest from all sources	2019-12-31	$59,664
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$508,456
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	$508,456
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
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
Contributions received from participants	2019-12-31	$1,183,071
Participant contributions at end of year	2019-12-31	$631,668
Participant contributions at beginning of year	2019-12-31	$307,155
Participant contributions at end of year	2019-12-31	$41,162
Participant contributions at beginning of year	2019-12-31	$658
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$35,754
Total non interest bearing cash at end of year	2019-12-31	$147
Total non interest bearing cash at beginning of year	2019-12-31	$61,713
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	$4,360,755
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,154,229
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,793,474
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,487,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,613,561
Interest on participant loans	2019-12-31	$24,153
Interest earned on other investments	2019-12-31	$35,511
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,431,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,298,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,635,058
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
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	$1,055,835
Employer contributions (assets) at end of year	2019-12-31	$562,815
Employer contributions (assets) at beginning of year	2019-12-31	$511,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,113,541
Contract administrator fees	2019-12-31	$3,542
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$961,085
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,227,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,223,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,065,941
Value of total assets at end of year	2018-12-31	$19,793,474
Value of total assets at beginning of year	2018-12-31	$21,059,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,336
Total interest from all sources	2018-12-31	$2,978
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$570,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$570,597
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,079,815
Participant contributions at end of year	2018-12-31	$307,155
Participant contributions at end of year	2018-12-31	$658
Participant contributions at beginning of year	2018-12-31	$39,202
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,800
Total non interest bearing cash at end of year	2018-12-31	$61,713
Total non interest bearing cash at beginning of year	2018-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,265,919
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,793,474
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,059,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$17,613,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,376,206
Interest on participant loans	2018-12-31	$2,533
Interest earned on other investments	2018-12-31	$445
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,185,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,298,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,702,296
Net investment gain or loss from common/collective trusts	2018-12-31	$23,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$984,326
Employer contributions (assets) at end of year	2018-12-31	$511,620
Employer contributions (assets) at beginning of year	2018-12-31	$458,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,223,668
Contract administrator fees	2018-12-31	$3,336
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$5,224,418
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,020,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,017,164
Value of total corrective distributions	2017-12-31	$226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,963,792
Value of total assets at end of year	2017-12-31	$21,059,393
Value of total assets at beginning of year	2017-12-31	$17,855,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,444
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$470,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$470,438
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,053,016
Participant contributions at end of year	2017-12-31	$39,202
Participant contributions at beginning of year	2017-12-31	$37,165
Total non interest bearing cash at end of year	2017-12-31	$2
Total non interest bearing cash at beginning of year	2017-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,203,584
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,059,393
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,855,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$19,376,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,091,857
Value of interest in common/collective trusts at end of year	2017-12-31	$1,185,720
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,191,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,770,500
Net investment gain or loss from common/collective trusts	2017-12-31	$19,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$910,776
Employer contributions (assets) at end of year	2017-12-31	$458,263
Employer contributions (assets) at beginning of year	2017-12-31	$534,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,017,164
Contract administrator fees	2017-12-31	$3,444
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$3,800
Total income from all sources (including contributions)	2016-12-31	$3,283,795
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$758,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$755,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,010,218
Value of total assets at end of year	2016-12-31	$17,855,809
Value of total assets at beginning of year	2016-12-31	$15,334,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,316
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$391,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$391,385
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,038,347
Participant contributions at end of year	2016-12-31	$37,165
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,803
Total non interest bearing cash at end of year	2016-12-31	$2
Total non interest bearing cash at beginning of year	2016-12-31	$73,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,525,459
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,855,809
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$15,330,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$3,316
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,091,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,787,458
Value of interest in common/collective trusts at end of year	2016-12-31	$1,191,938
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,006,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$865,308
Net investment gain or loss from common/collective trusts	2016-12-31	$16,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$970,068
Employer contributions (assets) at end of year	2016-12-31	$534,847
Employer contributions (assets) at beginning of year	2016-12-31	$466,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$755,020
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$3,800
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,800
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	$1,745,509
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,190,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,186,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,855,543
Value of total assets at end of year	2015-12-31	$15,334,150
Value of total assets at beginning of year	2015-12-31	$14,775,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,229
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$519,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$519,072
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$958,876
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,037
Total non interest bearing cash at end of year	2015-12-31	$73,087
Total non interest bearing cash at beginning of year	2015-12-31	$42,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$554,709
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,330,350
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,775,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,787,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,465,842
Value of interest in common/collective trusts at end of year	2015-12-31	$1,006,712
Value of interest in common/collective trusts at beginning of year	2015-12-31	$851,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-644,039
Net investment gain or loss from common/collective trusts	2015-12-31	$14,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$895,630
Employer contributions (assets) at end of year	2015-12-31	$466,893
Employer contributions (assets) at beginning of year	2015-12-31	$416,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,186,571
Contract administrator fees	2015-12-31	$4,229
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$3,800
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTON LARSON ALLEN
Accountancy firm EIN	2015-12-31	410746749
2014 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,669,930
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,020,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,016,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,740,420
Value of total assets at end of year	2014-12-31	$14,775,641
Value of total assets at beginning of year	2014-12-31	$14,126,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,651
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$514,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$514,737
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$899,251
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$17,316
Total non interest bearing cash at end of year	2014-12-31	$42,045
Total non interest bearing cash at beginning of year	2014-12-31	$33,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$649,518
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,775,641
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,126,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,465,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,945,515
Value of interest in common/collective trusts at end of year	2014-12-31	$851,694
Value of interest in common/collective trusts at beginning of year	2014-12-31	$771,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$401,851
Net investment gain or loss from common/collective trusts	2014-12-31	$12,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$823,853
Employer contributions (assets) at end of year	2014-12-31	$416,060
Employer contributions (assets) at beginning of year	2014-12-31	$375,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,016,761
Contract administrator fees	2014-12-31	$3,651
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTON LARSON ALLEN
Accountancy firm EIN	2014-12-31	410746749
2013 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$3,724,379
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$668,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$668,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,475,560
Value of total assets at end of year	2013-12-31	$14,126,123
Value of total assets at beginning of year	2013-12-31	$11,070,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$718
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$763,099
Total non interest bearing cash at end of year	2013-12-31	$33,935
Total non interest bearing cash at beginning of year	2013-12-31	$32,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,055,550
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,126,123
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,070,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,945,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,002,497
Value of interest in common/collective trusts at end of year	2013-12-31	$771,365
Value of interest in common/collective trusts at beginning of year	2013-12-31	$703,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,234,881
Net investment gain or loss from common/collective trusts	2013-12-31	$13,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$712,461
Employer contributions (assets) at end of year	2013-12-31	$375,308
Employer contributions (assets) at beginning of year	2013-12-31	$332,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$668,111
Contract administrator fees	2013-12-31	$718
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG
Accountancy firm EIN	2013-12-31	135565207
2012 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$6,018
Total income from all sources (including contributions)	2012-12-31	$2,577,196
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,092,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,092,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,354,289
Value of total assets at end of year	2012-12-31	$11,070,573
Value of total assets at beginning of year	2012-12-31	$9,592,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$470
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$701,913
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$6,018
Total non interest bearing cash at end of year	2012-12-31	$32,343
Total non interest bearing cash at beginning of year	2012-12-31	$26,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,484,332
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,070,573
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,586,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,002,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,330,774
Value of interest in common/collective trusts at end of year	2012-12-31	$703,672
Value of interest in common/collective trusts at beginning of year	2012-12-31	$754,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,207,516
Net investment gain or loss from common/collective trusts	2012-12-31	$15,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$650,443
Employer contributions (assets) at end of year	2012-12-31	$332,061
Employer contributions (assets) at beginning of year	2012-12-31	$480,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,092,394
Contract administrator fees	2012-12-31	$470
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG
Accountancy firm EIN	2012-12-31	135565207
2011 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$32,089
Total income from all sources (including contributions)	2011-12-31	$1,211,670
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$475,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$468,935
Value of total corrective distributions	2011-12-31	$6,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,346,799
Value of total assets at end of year	2011-12-31	$9,592,259
Value of total assets at beginning of year	2011-12-31	$8,882,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$390
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$619,664
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$63,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$6,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$32,089
Total non interest bearing cash at end of year	2011-12-31	$26,969
Total non interest bearing cash at beginning of year	2011-12-31	$18,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$736,327
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,586,241
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,849,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,330,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,602,712
Value of interest in common/collective trusts at end of year	2011-12-31	$754,488
Value of interest in common/collective trusts at beginning of year	2011-12-31	$852,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-186,162
Net investment gain or loss from common/collective trusts	2011-12-31	$51,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$663,293
Employer contributions (assets) at end of year	2011-12-31	$480,028
Employer contributions (assets) at beginning of year	2011-12-31	$407,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$468,935
Contract administrator fees	2011-12-31	$390
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG
Accountancy firm EIN	2011-12-31	135565207
2010 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$32,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,314
Total income from all sources (including contributions)	2010-12-31	$2,037,566
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$741,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$708,934
Value of total corrective distributions	2010-12-31	$32,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,088,471
Value of total assets at end of year	2010-12-31	$8,882,003
Value of total assets at beginning of year	2010-12-31	$7,556,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$300
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$490,709
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$39,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$32,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$3,314
Total non interest bearing cash at end of year	2010-12-31	$18,785
Total non interest bearing cash at beginning of year	2010-12-31	$17,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,296,243
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,849,914
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,553,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,602,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,399,409
Value of interest in common/collective trusts at end of year	2010-12-31	$852,841
Value of interest in common/collective trusts at beginning of year	2010-12-31	$763,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$949,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$558,541
Employer contributions (assets) at end of year	2010-12-31	$407,665
Employer contributions (assets) at beginning of year	2010-12-31	$375,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$708,934
Contract administrator fees	2010-12-31	$300
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG
Accountancy firm EIN	2010-12-31	135565207
2009 : CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN

2022: CREDIT UNION 1 PROFIT SHARING/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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CREDIT UNION 1 PROFIT SHARING/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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CREDIT UNION 1 PROFIT SHARING/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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CREDIT UNION 1 PROFIT SHARING/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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: CREDIT UNION 1 PROFIT SHARING/401 (K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807235

Policy instance

Insurance contract or identification number	807235
Number of Individuals Covered	352
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807235

Policy instance

Insurance contract or identification number	807235
Number of Individuals Covered	327
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807235

Policy instance

Insurance contract or identification number	807235
Number of Individuals Covered	346
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807235

Policy instance

Insurance contract or identification number	807235
Number of Individuals Covered	356
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	CREDIT UNION 1
Employer identification number (EIN):	920021481
NAIC Classification:	522130
NAIC Description:	Credit Unions