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Plan Name | VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | VALLEY CREDIT UNION |
Employer identification number (EIN): | 936027729 |
NAIC Classification: | 522130 |
NAIC Description: | Credit Unions |
Additional information about VALLEY CREDIT UNION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1975-09-10 |
Company Identification Number: | 0161486 |
Legal Registered Office Address: |
RT 1 BOX 241 RILEYVILLE United States of America (USA) 22650 |
More information about VALLEY CREDIT UNION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | KATIE CLARK | |||
001 | 2017-01-01 | KATIE CLARK | |||
001 | 2016-01-01 | KATIE CLARK | |||
001 | 2015-01-01 | LINDA PASTORINO | |||
001 | 2014-01-01 | LINDA PASTORINO | |||
001 | 2013-01-01 | LINDA PASTORINO | |||
001 | 2012-01-01 | LINDA PASTORINO | |||
001 | 2011-01-01 | LINDA PASTORINO | |||
001 | 2009-01-01 | CHRISTOPHER MONTI |
Measure | Date | Value |
---|---|---|
2022: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
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 | 4 |
Total of all active and inactive participants | 2022-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 19 |
Number of participants with account balances | 2022-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
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 | 4 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
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 | 5 |
Total of all active and inactive participants | 2020-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 21 |
Number of participants with account balances | 2020-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
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 | 7 |
Total of all active and inactive participants | 2019-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 24 |
Number of participants with account balances | 2019-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
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 | 5 |
Total of all active and inactive participants | 2018-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 23 |
Number of participants with account balances | 2018-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
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 | 7 |
Total of all active and inactive participants | 2017-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 22 |
Number of participants with account balances | 2017-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
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 | 7 |
Total of all active and inactive participants | 2016-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 21 |
Number of participants with account balances | 2016-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
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 | 10 |
Total of all active and inactive participants | 2015-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 26 |
Number of participants with account balances | 2015-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
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 | 7 |
Total of all active and inactive participants | 2014-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 27 |
Number of participants with account balances | 2014-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
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 | 5 |
Total of all active and inactive participants | 2013-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 24 |
Number of participants with account balances | 2013-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
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 | 5 |
Total of all active and inactive participants | 2012-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 23 |
Number of participants with account balances | 2012-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
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 | 5 |
Total of all active and inactive participants | 2011-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 25 |
Number of participants with account balances | 2011-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
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 | 5 |
Total of all active and inactive participants | 2009-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-105,662 |
Expenses. Total of all expenses incurred | 2022-12-31 | $80,253 |
Benefits paid (including direct rollovers) | 2022-12-31 | $81,578 |
Total plan assets at end of year | 2022-12-31 | $1,075,427 |
Total plan assets at beginning of year | 2022-12-31 | $1,261,342 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,640,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $74,604 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-222,307 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-185,915 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,075,427 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,261,342 |
Assets. Value of participant loans | 2022-12-31 | $65,520 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $42,041 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $-2,425 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,100 |
2021 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $274,594 |
Expenses. Total of all expenses incurred | 2021-12-31 | $142,428 |
Benefits paid (including direct rollovers) | 2021-12-31 | $142,228 |
Total plan assets at end of year | 2021-12-31 | $1,261,342 |
Total plan assets at beginning of year | 2021-12-31 | $1,129,176 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,640,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $87,508 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $138,617 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $132,166 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,261,342 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,129,176 |
Assets. Value of participant loans | 2021-12-31 | $19,732 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $48,469 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $200 |
2020 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $270,193 |
Expenses. Total of all expenses incurred | 2020-12-31 | $180,957 |
Benefits paid (including direct rollovers) | 2020-12-31 | $180,082 |
Total plan assets at end of year | 2020-12-31 | $1,129,176 |
Total plan assets at beginning of year | 2020-12-31 | $1,039,940 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,640,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $69,989 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $3,730 |
Other income received | 2020-12-31 | $155,105 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $89,236 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,129,176 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,039,940 |
Assets. Value of participant loans | 2020-12-31 | $38,762 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $41,369 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $875 |
2019 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $281,604 |
Expenses. Total of all expenses incurred | 2019-12-31 | $43,981 |
Benefits paid (including direct rollovers) | 2019-12-31 | $43,631 |
Total plan assets at end of year | 2019-12-31 | $1,039,940 |
Total plan assets at beginning of year | 2019-12-31 | $802,317 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,640,000 |
Total contributions received or receivable from participants | 2019-12-31 | $71,061 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $9,918 |
Other income received | 2019-12-31 | $175,048 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $237,623 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,039,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $802,317 |
Assets. Value of participant loans | 2019-12-31 | $28,467 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $25,577 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $350 |
2018 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $64,073 |
Expenses. Total of all expenses incurred | 2018-12-31 | $141,232 |
Benefits paid (including direct rollovers) | 2018-12-31 | $140,832 |
Total plan assets at end of year | 2018-12-31 | $802,317 |
Total plan assets at beginning of year | 2018-12-31 | $879,476 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,640,000 |
Total contributions received or receivable from participants | 2018-12-31 | $58,328 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $925 |
Other income received | 2018-12-31 | $-50,263 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-77,159 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $802,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $879,476 |
Assets. Value of participant loans | 2018-12-31 | $25,361 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $55,083 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $400 |
2017 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $212,728 |
Expenses. Total of all expenses incurred | 2017-12-31 | $115,201 |
Benefits paid (including direct rollovers) | 2017-12-31 | $112,471 |
Total plan assets at end of year | 2017-12-31 | $879,476 |
Total plan assets at beginning of year | 2017-12-31 | $781,949 |
Value of fidelity bond covering the plan | 2017-12-31 | $2,640,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $50,830 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $129,953 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $97,527 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $879,476 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $781,949 |
Assets. Value of participant loans | 2017-12-31 | $25,411 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $31,945 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $2,030 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $700 |
2016 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $112,644 |
Expenses. Total of all expenses incurred | 2016-12-31 | $543,558 |
Benefits paid (including direct rollovers) | 2016-12-31 | $543,208 |
Total plan assets at end of year | 2016-12-31 | $781,949 |
Total plan assets at beginning of year | 2016-12-31 | $1,212,863 |
Value of fidelity bond covering the plan | 2016-12-31 | $2,640,000 |
Total contributions received or receivable from participants | 2016-12-31 | $54,106 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $34,292 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-430,914 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $781,949 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,212,863 |
Assets. Value of participant loans | 2016-12-31 | $22,429 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $24,246 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $350 |
2015 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $99,920 |
Expenses. Total of all expenses incurred | 2015-12-31 | $270,063 |
Benefits paid (including direct rollovers) | 2015-12-31 | $269,713 |
Total plan assets at end of year | 2015-12-31 | $1,212,863 |
Total plan assets at beginning of year | 2015-12-31 | $1,383,006 |
Value of fidelity bond covering the plan | 2015-12-31 | $2,640,000 |
Total contributions received or receivable from participants | 2015-12-31 | $62,792 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $7,408 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-170,143 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,212,863 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,383,006 |
Assets. Value of participant loans | 2015-12-31 | $36,408 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $29,720 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $350 |
2014 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $175,852 |
Expenses. Total of all expenses incurred | 2014-12-31 | $30,487 |
Benefits paid (including direct rollovers) | 2014-12-31 | $27,418 |
Total plan assets at end of year | 2014-12-31 | $1,383,006 |
Total plan assets at beginning of year | 2014-12-31 | $1,237,641 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,640,000 |
Total contributions received or receivable from participants | 2014-12-31 | $67,808 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $72,763 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $145,365 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,383,006 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,237,641 |
Assets. Value of participant loans | 2014-12-31 | $58,552 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $35,281 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $2,865 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $204 |
2013 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $320,361 |
Expenses. Total of all expenses incurred | 2013-12-31 | $252,976 |
Benefits paid (including direct rollovers) | 2013-12-31 | $252,376 |
Total plan assets at end of year | 2013-12-31 | $1,237,641 |
Total plan assets at beginning of year | 2013-12-31 | $1,170,256 |
Value of fidelity bond covering the plan | 2013-12-31 | $2,640,000 |
Total contributions received or receivable from participants | 2013-12-31 | $64,127 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $223,398 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $67,385 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,237,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,170,256 |
Assets. Value of participant loans | 2013-12-31 | $78,852 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $32,836 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $600 |
2012 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $228,783 |
Expenses. Total of all expenses incurred | 2012-12-31 | $73,971 |
Benefits paid (including direct rollovers) | 2012-12-31 | $73,596 |
Total plan assets at end of year | 2012-12-31 | $1,170,256 |
Total plan assets at beginning of year | 2012-12-31 | $1,015,444 |
Value of fidelity bond covering the plan | 2012-12-31 | $2,640,000 |
Total contributions received or receivable from participants | 2012-12-31 | $63,150 |
Other income received | 2012-12-31 | $133,313 |
Net income (gross income less expenses) | 2012-12-31 | $154,812 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,170,256 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,015,444 |
Assets. Value of participant loans | 2012-12-31 | $59,772 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $32,320 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $375 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $91,909 |
Expenses. Total of all expenses incurred | 2011-12-31 | $36,746 |
Benefits paid (including direct rollovers) | 2011-12-31 | $36,571 |
Total plan assets at end of year | 2011-12-31 | $1,015,444 |
Total plan assets at beginning of year | 2011-12-31 | $960,281 |
Value of fidelity bond covering the plan | 2011-12-31 | $2,640,000 |
Total contributions received or receivable from participants | 2011-12-31 | $57,143 |
Other income received | 2011-12-31 | $-12,591 |
Net income (gross income less expenses) | 2011-12-31 | $55,163 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,015,444 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $960,281 |
Assets. Value of participant loans | 2011-12-31 | $11,213 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $47,357 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $175 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $206,687 |
Expenses. Total of all expenses incurred | 2010-12-31 | $239,627 |
Benefits paid (including direct rollovers) | 2010-12-31 | $239,402 |
Total plan assets at end of year | 2010-12-31 | $960,281 |
Total plan assets at beginning of year | 2010-12-31 | $993,221 |
Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $57,604 |
Other income received | 2010-12-31 | $109,731 |
Net income (gross income less expenses) | 2010-12-31 | $-32,940 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $960,281 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $993,221 |
Assets. Value of participant loans | 2010-12-31 | $13,867 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $39,352 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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 |
2022: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |