401k Plan data: THE GOLDEN 1 RETIREMENT PLAN plan

THE GOLDEN 1 RETIREMENT PLAN 401k Plan overview

Plan Name	THE GOLDEN 1 RETIREMENT PLAN
Plan identification number	001

THE GOLDEN 1 RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan. Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name: THE GOLDEN 1 CREDIT UNION

Employer identification number (EIN): 940362025

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about THE GOLDEN 1 CREDIT UNION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0154822

More information about THE GOLDEN 1 CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GOLDEN 1 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01 TAMMY DAVIS
001 2013-01-01 TAMMY DAVIS
001 2012-01-01 TAMMY DAVIS
001 2011-01-01 TAMMY DAVIS
001 2010-01-01 TAMMY DAVIS
001 2009-01-01 TAMMY DAVIS

Plan Statistics for THE GOLDEN 1 RETIREMENT PLAN

401k plan membership statisitcs for THE GOLDEN 1 RETIREMENT PLAN

Measure Date Value
2015: THE GOLDEN 1 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 3
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE GOLDEN 1 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 132
Number of retired or separated participants receiving benefits 2014-01-01 64
Number of other retired or separated participants entitled to future benefits 2014-01-01 200
Total of all active and inactive participants 2014-01-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 396
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE GOLDEN 1 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 145
Number of retired or separated participants receiving benefits 2013-01-01 63
Number of other retired or separated participants entitled to future benefits 2013-01-01 194
Total of all active and inactive participants 2013-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE GOLDEN 1 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 151
Number of retired or separated participants receiving benefits 2012-01-01 61
Number of other retired or separated participants entitled to future benefits 2012-01-01 202
Total of all active and inactive participants 2012-01-01 414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE GOLDEN 1 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 168
Number of retired or separated participants receiving benefits 2011-01-01 53
Number of other retired or separated participants entitled to future benefits 2011-01-01 208
Total of all active and inactive participants 2011-01-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE GOLDEN 1 RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 455
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 179
Number of retired or separated participants receiving benefits 2010-01-01 56
Number of other retired or separated participants entitled to future benefits 2010-01-01 200
Total of all active and inactive participants 2010-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE GOLDEN 1 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 442
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 198
Number of retired or separated participants receiving benefits 2009-01-01 53
Number of other retired or separated participants entitled to future benefits 2009-01-01 204
Total of all active and inactive participants 2009-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE GOLDEN 1 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	3
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE GOLDEN 1 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	132
Number of retired or separated participants receiving benefits	2014-01-01	64
Number of other retired or separated participants entitled to future benefits	2014-01-01	200
Total of all active and inactive participants	2014-01-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	396
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE GOLDEN 1 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	145
Number of retired or separated participants receiving benefits	2013-01-01	63
Number of other retired or separated participants entitled to future benefits	2013-01-01	194
Total of all active and inactive participants	2013-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE GOLDEN 1 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	151
Number of retired or separated participants receiving benefits	2012-01-01	61
Number of other retired or separated participants entitled to future benefits	2012-01-01	202
Total of all active and inactive participants	2012-01-01	414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE GOLDEN 1 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	168
Number of retired or separated participants receiving benefits	2011-01-01	53
Number of other retired or separated participants entitled to future benefits	2011-01-01	208
Total of all active and inactive participants	2011-01-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE GOLDEN 1 RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	455
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	179
Number of retired or separated participants receiving benefits	2010-01-01	56
Number of other retired or separated participants entitled to future benefits	2010-01-01	200
Total of all active and inactive participants	2010-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE GOLDEN 1 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	442
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	198
Number of retired or separated participants receiving benefits	2009-01-01	53
Number of other retired or separated participants entitled to future benefits	2009-01-01	204
Total of all active and inactive participants	2009-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE GOLDEN 1 RETIREMENT PLAN

Measure	Date	Value
2015 : THE GOLDEN 1 RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$50,526
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	$2,857,648
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$13,128,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$13,074,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,768,098
Value of total assets at end of year	2015-12-31	$50,526
Value of total assets at beginning of year	2015-12-31	$10,271,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$54,643
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$4,521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$4,593
Administrative expenses (other) incurred	2015-12-31	$346
Total non interest bearing cash at end of year	2015-12-31	$907
Total non interest bearing cash at beginning of year	2015-12-31	$26,034
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
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-10,271,167
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,271,167
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
Investment advisory and management fees	2015-12-31	$54,297
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,745,133
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$6,725,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$84,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$2,768,098
Employer contributions (assets) at end of year	2015-12-31	$45,098
Employer contributions (assets) at beginning of year	2015-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,348,343
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$50,526
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : THE GOLDEN 1 RETIREMENT 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	$1,177,353
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$642,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$588,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$500,000
Value of total assets at end of year	2014-12-31	$10,271,167
Value of total assets at beginning of year	2014-12-31	$9,736,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$54,174
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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
Administrative expenses (other) incurred	2014-12-31	$210
Total non interest bearing cash at end of year	2014-12-31	$26,034
Total non interest bearing cash at beginning of year	2014-12-31	$24,644
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	$534,480
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,271,167
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,736,687
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
Investment advisory and management fees	2014-12-31	$53,964
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,745,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,712,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$677,353
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	$500,000
Employer contributions (assets) at end of year	2014-12-31	$500,000
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$588,699
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : THE GOLDEN 1 RETIREMENT 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	$1,233,635
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,321,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,267,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$9,736,687
Value of total assets at beginning of year	2013-12-31	$9,824,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$53,444
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	$1,000,000
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
Administrative expenses (other) incurred	2013-12-31	$321
Total non interest bearing cash at end of year	2013-12-31	$24,644
Total non interest bearing cash at beginning of year	2013-12-31	$23,905
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	$-87,598
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,736,687
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,824,285
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
Investment advisory and management fees	2013-12-31	$53,123
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,712,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,637,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,233,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$163,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,267,789
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	KPMG
Accountancy firm EIN	2013-12-31	135565207
2012 : THE GOLDEN 1 RETIREMENT 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	$0
Total income from all sources (including contributions)	2012-12-31	$1,383,741
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$987,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$933,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$163,337
Value of total assets at end of year	2012-12-31	$9,824,285
Value of total assets at beginning of year	2012-12-31	$9,427,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$53,584
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	$1,000,000
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
Administrative expenses (other) incurred	2012-12-31	$487
Total non interest bearing cash at end of year	2012-12-31	$23,905
Total non interest bearing cash at beginning of year	2012-12-31	$21,614
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	$396,456
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,824,285
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,427,829
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
Investment advisory and management fees	2012-12-31	$53,097
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,637,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,406,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,220,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$163,337
Employer contributions (assets) at end of year	2012-12-31	$163,337
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$933,701
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	KPMG
Accountancy firm EIN	2012-12-31	135565207
2011 : THE GOLDEN 1 RETIREMENT 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-98,164
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$550,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$494,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$9,427,829
Value of total assets at beginning of year	2011-12-31	$10,076,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$55,646
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	$1,000,000
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
Administrative expenses (other) incurred	2011-12-31	$1,195
Total non interest bearing cash at end of year	2011-12-31	$21,614
Total non interest bearing cash at beginning of year	2011-12-31	$18,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-648,441
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,427,829
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,076,270
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
Investment advisory and management fees	2011-12-31	$54,451
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,406,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,057,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-98,164
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
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$494,631
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	KPMG
Accountancy firm EIN	2011-12-31	135565207
2010 : THE GOLDEN 1 RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,283,518
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$899,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$846,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$10,076,270
Value of total assets at beginning of year	2010-12-31	$9,692,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$53,192
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	$1,000,000
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
Administrative expenses (other) incurred	2010-12-31	$665
Total non interest bearing cash at end of year	2010-12-31	$18,996
Total non interest bearing cash at beginning of year	2010-12-31	$17,933
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	$384,145
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,076,270
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,692,125
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
Investment advisory and management fees	2010-12-31	$52,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,057,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,674,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,283,518
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
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$846,181
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	KPMG
Accountancy firm EIN	2010-12-31	135565207
2009 : THE GOLDEN 1 RETIREMENT 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 THE GOLDEN 1 RETIREMENT PLAN

2015: THE GOLDEN 1 RETIREMENT 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE GOLDEN 1 RETIREMENT 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: THE GOLDEN 1 RETIREMENT 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: THE GOLDEN 1 RETIREMENT 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: THE GOLDEN 1 RETIREMENT 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: THE GOLDEN 1 RETIREMENT 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: THE GOLDEN 1 RETIREMENT 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE GOLDEN 1 CREDIT UNION
Employer identification number (EIN):	940362025
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0154822

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01
001	2015-01-01
001	2014-01-01	TAMMY DAVIS
001	2013-01-01	TAMMY DAVIS
001	2012-01-01	TAMMY DAVIS
001	2011-01-01	TAMMY DAVIS
001	2010-01-01	TAMMY DAVIS
001	2009-01-01	TAMMY DAVIS