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VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 401k Plan overview

Plan NameVALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN
Plan identification number 001

VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KATIE CLARK
0012017-01-01KATIE CLARK
0012016-01-01KATIE CLARK
0012015-01-01LINDA PASTORINO
0012014-01-01LINDA PASTORINO
0012013-01-01LINDA PASTORINO
0012012-01-01LINDA PASTORINO
0012011-01-01LINDA PASTORINO
0012009-01-01CHRISTOPHER MONTI

Plan Statistics for VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN

401k plan membership statisitcs for VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN

Measure Date Value
2022: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119
Total number of active participants reported on line 7a of the Form 55002022-01-0115
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0119
Number of participants with account balances2022-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0121
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119
Number of participants with account balances2021-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0124
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0121
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0123
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0124
Number of participants with account balances2019-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0122
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0123
Number of participants with account balances2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0122
Number of participants with account balances2017-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0126
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0124
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0125
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0123
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN

Measure Date Value
2022 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-105,662
Expenses. Total of all expenses incurred2022-12-31$80,253
Benefits paid (including direct rollovers)2022-12-31$81,578
Total plan assets at end of year2022-12-31$1,075,427
Total plan assets at beginning of year2022-12-31$1,261,342
Value of fidelity bond covering the plan2022-12-31$2,640,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$74,604
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-222,307
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$65,520
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$42,041
Value of certain deemed distributions of participant loans2022-12-31$-2,425
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$274,594
Expenses. Total of all expenses incurred2021-12-31$142,428
Benefits paid (including direct rollovers)2021-12-31$142,228
Total plan assets at end of year2021-12-31$1,261,342
Total plan assets at beginning of year2021-12-31$1,129,176
Value of fidelity bond covering the plan2021-12-31$2,640,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$87,508
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$138,617
Noncash contributions received2021-12-31$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 loans2021-12-31$19,732
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$48,469
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$270,193
Expenses. Total of all expenses incurred2020-12-31$180,957
Benefits paid (including direct rollovers)2020-12-31$180,082
Total plan assets at end of year2020-12-31$1,129,176
Total plan assets at beginning of year2020-12-31$1,039,940
Value of fidelity bond covering the plan2020-12-31$2,640,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$69,989
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$3,730
Other income received2020-12-31$155,105
Noncash contributions received2020-12-31$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 loans2020-12-31$38,762
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$41,369
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$281,604
Expenses. Total of all expenses incurred2019-12-31$43,981
Benefits paid (including direct rollovers)2019-12-31$43,631
Total plan assets at end of year2019-12-31$1,039,940
Total plan assets at beginning of year2019-12-31$802,317
Value of fidelity bond covering the plan2019-12-31$2,640,000
Total contributions received or receivable from participants2019-12-31$71,061
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$9,918
Other income received2019-12-31$175,048
Noncash contributions received2019-12-31$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 loans2019-12-31$28,467
Total contributions received or receivable from employer(s)2019-12-31$25,577
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$64,073
Expenses. Total of all expenses incurred2018-12-31$141,232
Benefits paid (including direct rollovers)2018-12-31$140,832
Total plan assets at end of year2018-12-31$802,317
Total plan assets at beginning of year2018-12-31$879,476
Value of fidelity bond covering the plan2018-12-31$2,640,000
Total contributions received or receivable from participants2018-12-31$58,328
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$925
Other income received2018-12-31$-50,263
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$25,361
Total contributions received or receivable from employer(s)2018-12-31$55,083
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$212,728
Expenses. Total of all expenses incurred2017-12-31$115,201
Benefits paid (including direct rollovers)2017-12-31$112,471
Total plan assets at end of year2017-12-31$879,476
Total plan assets at beginning of year2017-12-31$781,949
Value of fidelity bond covering the plan2017-12-31$2,640,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$50,830
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$129,953
Noncash contributions received2017-12-31$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 loans2017-12-31$25,411
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$31,945
Value of certain deemed distributions of participant loans2017-12-31$2,030
Value of corrective distributions2017-12-31$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 plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$112,644
Expenses. Total of all expenses incurred2016-12-31$543,558
Benefits paid (including direct rollovers)2016-12-31$543,208
Total plan assets at end of year2016-12-31$781,949
Total plan assets at beginning of year2016-12-31$1,212,863
Value of fidelity bond covering the plan2016-12-31$2,640,000
Total contributions received or receivable from participants2016-12-31$54,106
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$34,292
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-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 loans2016-12-31$22,429
Total contributions received or receivable from employer(s)2016-12-31$24,246
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$99,920
Expenses. Total of all expenses incurred2015-12-31$270,063
Benefits paid (including direct rollovers)2015-12-31$269,713
Total plan assets at end of year2015-12-31$1,212,863
Total plan assets at beginning of year2015-12-31$1,383,006
Value of fidelity bond covering the plan2015-12-31$2,640,000
Total contributions received or receivable from participants2015-12-31$62,792
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$7,408
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$36,408
Total contributions received or receivable from employer(s)2015-12-31$29,720
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$175,852
Expenses. Total of all expenses incurred2014-12-31$30,487
Benefits paid (including direct rollovers)2014-12-31$27,418
Total plan assets at end of year2014-12-31$1,383,006
Total plan assets at beginning of year2014-12-31$1,237,641
Value of fidelity bond covering the plan2014-12-31$2,640,000
Total contributions received or receivable from participants2014-12-31$67,808
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$72,763
Noncash contributions received2014-12-31$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 loans2014-12-31$58,552
Total contributions received or receivable from employer(s)2014-12-31$35,281
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$320,361
Expenses. Total of all expenses incurred2013-12-31$252,976
Benefits paid (including direct rollovers)2013-12-31$252,376
Total plan assets at end of year2013-12-31$1,237,641
Total plan assets at beginning of year2013-12-31$1,170,256
Value of fidelity bond covering the plan2013-12-31$2,640,000
Total contributions received or receivable from participants2013-12-31$64,127
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$223,398
Noncash contributions received2013-12-31$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 loans2013-12-31$78,852
Total contributions received or receivable from employer(s)2013-12-31$32,836
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$228,783
Expenses. Total of all expenses incurred2012-12-31$73,971
Benefits paid (including direct rollovers)2012-12-31$73,596
Total plan assets at end of year2012-12-31$1,170,256
Total plan assets at beginning of year2012-12-31$1,015,444
Value of fidelity bond covering the plan2012-12-31$2,640,000
Total contributions received or receivable from participants2012-12-31$63,150
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$91,909
Expenses. Total of all expenses incurred2011-12-31$36,746
Benefits paid (including direct rollovers)2011-12-31$36,571
Total plan assets at end of year2011-12-31$1,015,444
Total plan assets at beginning of year2011-12-31$960,281
Value of fidelity bond covering the plan2011-12-31$2,640,000
Total contributions received or receivable from participants2011-12-31$57,143
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$206,687
Expenses. Total of all expenses incurred2010-12-31$239,627
Benefits paid (including direct rollovers)2010-12-31$239,402
Total plan assets at end of year2010-12-31$960,281
Total plan assets at beginning of year2010-12-31$993,221
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$57,604
Other income received2010-12-31$109,731
Net income (gross income less expenses)2010-12-31$-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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN

2022: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: VALLEY HEALTH AND POSTAL EMPLOYEES CREDIT UNION 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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