HANSCOM FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST
401k plan membership statisitcs for HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST
Measure | Date | Value |
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2022 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,438,201 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,862,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,766,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,889,702 |
Value of total assets at end of year | 2022-12-31 | $35,366,921 |
Value of total assets at beginning of year | 2022-12-31 | $42,668,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $96,874 |
Total interest from all sources | 2022-12-31 | $26,600 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,110,839 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,110,839 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,423,732 |
Participant contributions at end of year | 2022-12-31 | $694,587 |
Participant contributions at beginning of year | 2022-12-31 | $815,332 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $282,929 |
Other income not declared elsewhere | 2022-12-31 | $115,533 |
Administrative expenses (other) incurred | 2022-12-31 | $96,874 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,301,129 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $35,366,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $42,668,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $29,433,781 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $40,597,769 |
Interest on participant loans | 2022-12-31 | $26,600 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,828,684 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,681,173 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $100,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,183,041 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,409,869 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,254,949 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,766,054 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2022-12-31 | 043252952 |
2021 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,881,602 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,691,582 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,686,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,221,878 |
Value of total assets at end of year | 2021-12-31 | $42,668,050 |
Value of total assets at beginning of year | 2021-12-31 | $36,478,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,755 |
Total interest from all sources | 2021-12-31 | $28,204 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $438,030 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $438,030 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,242,589 |
Participant contributions at end of year | 2021-12-31 | $815,332 |
Participant contributions at beginning of year | 2021-12-31 | $712,088 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $47,649 |
Administrative expenses (other) incurred | 2021-12-31 | $4,755 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,190,020 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $42,668,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $36,478,030 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $40,597,769 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $34,499,457 |
Interest on participant loans | 2021-12-31 | $28,204 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,193,490 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,931,640 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,254,949 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,266,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,686,827 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2021-12-31 | 043252952 |
2020 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,207,524 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,392,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,388,363 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,128,981 |
Value of total assets at end of year | 2020-12-31 | $36,478,030 |
Value of total assets at beginning of year | 2020-12-31 | $33,663,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,144 |
Total interest from all sources | 2020-12-31 | $30,866 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $419,622 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $419,622 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,172,697 |
Participant contributions at end of year | 2020-12-31 | $712,088 |
Participant contributions at beginning of year | 2020-12-31 | $679,062 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $77,359 |
Administrative expenses (other) incurred | 2020-12-31 | $4,144 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,815,017 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $36,478,030 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $33,663,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $34,499,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $31,863,886 |
Interest on participant loans | 2020-12-31 | $30,866 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,628,055 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,878,925 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,266,485 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,120,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,388,363 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2020-12-31 | 043252952 |
2019 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $8,348,303 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,042,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,034,588 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,270,878 |
Value of total assets at end of year | 2019-12-31 | $33,663,013 |
Value of total assets at beginning of year | 2019-12-31 | $27,357,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,331 |
Total interest from all sources | 2019-12-31 | $83,526 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $455,038 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $455,038 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,012,235 |
Participant contributions at end of year | 2019-12-31 | $679,062 |
Participant contributions at beginning of year | 2019-12-31 | $588,029 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $597,521 |
Other income not declared elsewhere | 2019-12-31 | $16,211 |
Administrative expenses (other) incurred | 2019-12-31 | $8,331 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,305,384 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $33,663,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,357,629 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $31,863,886 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $21,545,552 |
Interest on participant loans | 2019-12-31 | $28,618 |
Interest earned on other investments | 2019-12-31 | $54,908 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,191,294 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,522,650 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,661,122 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,120,065 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,032,754 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,034,588 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2019-12-31 | 043252952 |
2018 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,052,170 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,567,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,563,172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,505,646 |
Value of total assets at end of year | 2018-12-31 | $27,357,629 |
Value of total assets at beginning of year | 2018-12-31 | $27,873,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,638 |
Total interest from all sources | 2018-12-31 | $88,846 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,704,777 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,704,777 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $976,417 |
Participant contributions at end of year | 2018-12-31 | $588,029 |
Participant contributions at beginning of year | 2018-12-31 | $484,139 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $14,382 |
Other income not declared elsewhere | 2018-12-31 | $559 |
Administrative expenses (other) incurred | 2018-12-31 | $4,638 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-515,640 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $27,357,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $27,873,269 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $21,545,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $24,281,618 |
Interest on participant loans | 2018-12-31 | $23,666 |
Interest earned on other investments | 2018-12-31 | $65,180 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,191,294 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,143,429 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,247,658 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,514,847 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,032,754 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $964,083 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,563,172 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2018-12-31 | 043252952 |
2017 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $7,579,819 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $301,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $297,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,461,683 |
Value of total assets at end of year | 2017-12-31 | $27,873,269 |
Value of total assets at beginning of year | 2017-12-31 | $20,595,079 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,715 |
Total interest from all sources | 2017-12-31 | $48,365 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,323,189 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,323,189 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $877,219 |
Participant contributions at end of year | 2017-12-31 | $484,139 |
Participant contributions at beginning of year | 2017-12-31 | $419,473 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,173,852 |
Administrative expenses (other) incurred | 2017-12-31 | $3,715 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,278,190 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $27,873,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,595,079 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $24,281,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,609,707 |
Interest on participant loans | 2017-12-31 | $15,716 |
Interest earned on other investments | 2017-12-31 | $32,649 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $84 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,143,429 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,668,490 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,746,582 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,410,612 |
Employer contributions (assets) at end of year | 2017-12-31 | $964,083 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $897,325 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $297,914 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2017-12-31 | 043252952 |
2016 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,748,290 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,043,819 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,040,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,139,321 |
Value of total assets at end of year | 2016-12-31 | $20,595,079 |
Value of total assets at beginning of year | 2016-12-31 | $17,890,608 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,247 |
Total interest from all sources | 2016-12-31 | $21,517 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $772,604 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $772,604 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $798,809 |
Participant contributions at end of year | 2016-12-31 | $419,473 |
Participant contributions at beginning of year | 2016-12-31 | $450,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $25,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,704,471 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $20,595,079 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,890,608 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,609,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,296,426 |
Interest on participant loans | 2016-12-31 | $15,061 |
Interest earned on other investments | 2016-12-31 | $6,456 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $84 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,315,895 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,668,490 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $807,863 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $6,985 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,315,409 |
Employer contributions (assets) at end of year | 2016-12-31 | $897,325 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $827,916 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,040,572 |
Contract administrator fees | 2016-12-31 | $3,247 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2016-12-31 | 043252952 |
2015 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,878,249 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $429,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $425,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,094,614 |
Value of total assets at end of year | 2015-12-31 | $17,890,608 |
Value of total assets at beginning of year | 2015-12-31 | $16,441,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,461 |
Total interest from all sources | 2015-12-31 | $17,533 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,021,637 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,021,637 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
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 | $767,949 |
Participant contributions at end of year | 2015-12-31 | $450,371 |
Participant contributions at beginning of year | 2015-12-31 | $449,341 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $124,829 |
Administrative expenses (other) incurred | 2015-12-31 | $3,461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,449,095 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $17,890,608 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,441,513 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,296,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $15,205,503 |
Interest on participant loans | 2015-12-31 | $17,504 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,315,895 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $29 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,259,982 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $4,447 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,201,836 |
Employer contributions (assets) at end of year | 2015-12-31 | $827,916 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $786,669 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $425,693 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2015-12-31 | 043252952 |
2014 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,712,982 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,030,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,028,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,881,899 |
Value of total assets at end of year | 2014-12-31 | $16,441,513 |
Value of total assets at beginning of year | 2014-12-31 | $14,758,636 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,288 |
Total interest from all sources | 2014-12-31 | $14,645 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $810,160 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $810,160 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $685,905 |
Participant contributions at end of year | 2014-12-31 | $449,341 |
Participant contributions at beginning of year | 2014-12-31 | $367,559 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $64,331 |
Administrative expenses (other) incurred | 2014-12-31 | $1,288 |
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 | $1,682,877 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,441,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,758,636 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $15,205,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,656,938 |
Interest on participant loans | 2014-12-31 | $14,645 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $6,278 |
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 | $1,131,663 |
Employer contributions (assets) at end of year | 2014-12-31 | $786,669 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $734,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,028,817 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2014-12-31 | 043252952 |
2013 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 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 | $4,229,300 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $776,896 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $775,796 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,954,663 |
Value of total assets at end of year | 2013-12-31 | $14,758,636 |
Value of total assets at beginning of year | 2013-12-31 | $11,306,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,100 |
Total interest from all sources | 2013-12-31 | $11,356 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $503,017 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $503,017 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $656,258 |
Participant contributions at end of year | 2013-12-31 | $367,559 |
Participant contributions at beginning of year | 2013-12-31 | $217,796 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $244,455 |
Administrative expenses (other) incurred | 2013-12-31 | $1,100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,452,404 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,758,636 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,306,232 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,656,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,454,556 |
Interest on participant loans | 2013-12-31 | $11,356 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,760,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,053,950 |
Employer contributions (assets) at end of year | 2013-12-31 | $734,139 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $633,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $775,796 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2013-12-31 | 043252952 |
2012 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 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 | $2,740,361 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $296,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $295,768 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,550,006 |
Value of total assets at end of year | 2012-12-31 | $11,306,232 |
Value of total assets at beginning of year | 2012-12-31 | $8,862,489 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $850 |
Total interest from all sources | 2012-12-31 | $5,569 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $295,176 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $295,176 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $549,151 |
Participant contributions at end of year | 2012-12-31 | $217,796 |
Participant contributions at beginning of year | 2012-12-31 | $99,953 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $90,504 |
Administrative expenses (other) incurred | 2012-12-31 | $850 |
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 | $2,443,743 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,306,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,862,489 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,454,556 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,740,315 |
Interest on participant loans | 2012-12-31 | $5,569 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $434,453 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $887,926 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,684 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $910,351 |
Employer contributions (assets) at end of year | 2012-12-31 | $633,880 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $587,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $295,768 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2012-12-31 | 043252952 |
2011 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2011 401k financial data |
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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 | $1,256,295 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $243,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $242,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,438,243 |
Value of total assets at end of year | 2011-12-31 | $8,862,489 |
Value of total assets at beginning of year | 2011-12-31 | $7,849,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $763 |
Total interest from all sources | 2011-12-31 | $4,745 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $187,127 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $187,127 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $554,643 |
Participant contributions at end of year | 2011-12-31 | $99,953 |
Participant contributions at beginning of year | 2011-12-31 | $96,635 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $21,933 |
Administrative expenses (other) incurred | 2011-12-31 | $763 |
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 | $1,013,064 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,862,489 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,849,425 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,740,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,795,531 |
Interest on participant loans | 2011-12-31 | $4,745 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $434,453 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $403,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-374,346 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $861,667 |
Employer contributions (assets) at end of year | 2011-12-31 | $587,768 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $553,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $242,468 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2011-12-31 | 043252952 |
2010 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $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 | $2,007,946 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $134,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $134,050 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,295,320 |
Value of total assets at end of year | 2010-12-31 | $7,849,425 |
Value of total assets at beginning of year | 2010-12-31 | $5,976,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $475 |
Total interest from all sources | 2010-12-31 | $4,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $135,384 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $135,384 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $487,135 |
Participant contributions at end of year | 2010-12-31 | $96,635 |
Participant contributions at beginning of year | 2010-12-31 | $83,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,877 |
Administrative expenses (other) incurred | 2010-12-31 | $475 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,873,421 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,849,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,976,004 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,795,531 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,039,138 |
Interest on participant loans | 2010-12-31 | $4,858 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $403,622 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $358,776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $571,520 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $864 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $800,308 |
Employer contributions (assets) at end of year | 2010-12-31 | $553,637 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $494,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $134,050 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SULLIVAN AND FOLAN, LLC |
Accountancy firm EIN | 2010-12-31 | 043252952 |
2009 : HANSCOM FEDERAL CREDIT UNION 401(K) PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |