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NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 401k Plan overview

Plan NameNAVIGANT CREDIT UNION THRIFT 401(K) PLAN
Plan identification number 002

NAVIGANT CREDIT UNION THRIFT 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:NAVIGANT CREDIT UNION
Employer identification number (EIN):050125860
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about NAVIGANT CREDIT UNION

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000040913

More information about NAVIGANT CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAVIGANT CREDIT UNION THRIFT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JASON JOLIN JASON JOLIN2018-10-15
0022016-01-01DANIEL O'BRIEN DANIEL O'BRIEN2017-08-07
0022015-01-01DANIEL O'BRIEN DANIEL O'BRIEN2016-08-02
0022014-01-01DANIEL O'BRIEN DANIEL O'BRIEN2015-07-30
0022013-01-01DANIEL O'BRIEN DANIEL O'BRIEN2014-10-08
0022012-01-01DANIEL O'BRIEN DANIEL O'BRIEN2013-07-25
0022011-01-01DANIEL O'BRIEN DANIEL O'BRIEN2012-08-09
0022010-01-01DANIEL O'BRIEN DANIEL O'BRIEN2011-07-29
0022009-01-01DANIEL O'BRIEN DANIEL O'BRIEN2010-08-03

Plan Statistics for NAVIGANT CREDIT UNION THRIFT 401(K) PLAN

401k plan membership statisitcs for NAVIGANT CREDIT UNION THRIFT 401(K) PLAN

Measure Date Value
2022: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01422
Total number of active participants reported on line 7a of the Form 55002022-01-01345
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01438
Number of participants with account balances2022-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01397
Total number of active participants reported on line 7a of the Form 55002021-01-01329
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01413
Number of participants with account balances2021-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01394
Total number of active participants reported on line 7a of the Form 55002020-01-01335
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01392
Number of participants with account balances2020-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01371
Total number of active participants reported on line 7a of the Form 55002019-01-01309
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01388
Number of participants with account balances2019-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01339
Total number of active participants reported on line 7a of the Form 55002018-01-01300
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01366
Number of participants with account balances2018-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01324
Total number of active participants reported on line 7a of the Form 55002017-01-01270
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01336
Number of participants with account balances2017-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01289
Total number of active participants reported on line 7a of the Form 55002016-01-01282
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01320
Number of participants with account balances2016-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01282
Total number of active participants reported on line 7a of the Form 55002015-01-01229
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01287
Number of participants with account balances2015-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01234
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01278
Number of participants with account balances2014-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01251
Number of participants with account balances2013-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01213
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01228
Number of participants with account balances2012-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01209
Number of participants with account balances2011-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01222
Total number of active participants reported on line 7a of the Form 55002010-01-01194
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01216
Number of participants with account balances2010-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01209
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on NAVIGANT CREDIT UNION THRIFT 401(K) PLAN

Measure Date Value
2022 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$750
Total income from all sources (including contributions)2022-12-31$-4,874,252
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,915,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,793,177
Expenses. Certain deemed distributions of participant loans2022-12-31$22,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,253,394
Value of total assets at end of year2022-12-31$41,058,963
Value of total assets at beginning of year2022-12-31$47,849,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,966
Total interest from all sources2022-12-31$66,796
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$503,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$503,595
Administrative expenses professional fees incurred2022-12-31$99,966
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,988,891
Participant contributions at end of year2022-12-31$777,447
Participant contributions at beginning of year2022-12-31$775,639
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$166,726
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$32,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$750
Total non interest bearing cash at beginning of year2022-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,789,555
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,058,963
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,848,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,493,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,434,252
Interest on participant loans2022-12-31$36,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,699,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,591,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,591,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$30,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,698,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,097,777
Employer contributions (assets) at end of year2022-12-31$56,254
Employer contributions (assets) at beginning of year2022-12-31$47,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,793,177
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2022-12-31571139864
2021 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$750
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$9,488,096
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,303,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,172,668
Expenses. Certain deemed distributions of participant loans2021-12-31$57,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,747,503
Value of total assets at end of year2021-12-31$47,849,268
Value of total assets at beginning of year2021-12-31$40,663,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,129
Total interest from all sources2021-12-31$53,381
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$550,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$550,786
Administrative expenses professional fees incurred2021-12-31$73,129
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,894,038
Participant contributions at end of year2021-12-31$775,639
Participant contributions at beginning of year2021-12-31$842,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$750
Total non interest bearing cash at end of year2021-12-31$875
Total non interest bearing cash at beginning of year2021-12-31$65,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,184,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,848,518
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,663,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,434,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,333,456
Interest on participant loans2021-12-31$41,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,591,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,378,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,378,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,136,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,853,465
Employer contributions (assets) at end of year2021-12-31$47,268
Employer contributions (assets) at beginning of year2021-12-31$44,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,172,668
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2021-12-31571139864
2020 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$10,907,118
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,323,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,245,238
Expenses. Certain deemed distributions of participant loans2020-12-31$6,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,596,521
Value of total assets at end of year2020-12-31$40,663,555
Value of total assets at beginning of year2020-12-31$31,080,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,489
Total interest from all sources2020-12-31$57,375
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$372,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$372,586
Administrative expenses professional fees incurred2020-12-31$13,087
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,741,049
Participant contributions at end of year2020-12-31$842,057
Participant contributions at beginning of year2020-12-31$670,824
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,515
Administrative expenses (other) incurred2020-12-31$59,402
Total non interest bearing cash at end of year2020-12-31$65,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,583,310
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,663,555
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,080,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,333,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,062,947
Interest on participant loans2020-12-31$41,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,378,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,323,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,323,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,880,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,819,957
Employer contributions (assets) at end of year2020-12-31$44,127
Employer contributions (assets) at beginning of year2020-12-31$23,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,245,238
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2020-12-31571139864
2019 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$8,842,229
Total income from all sources (including contributions)2019-12-31$8,842,229
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,106,678
Total of all expenses incurred2019-12-31$1,106,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,020,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,020,209
Expenses. Certain deemed distributions of participant loans2019-12-31$24,374
Expenses. Certain deemed distributions of participant loans2019-12-31$24,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,213,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,213,976
Value of total assets at end of year2019-12-31$31,080,245
Value of total assets at end of year2019-12-31$31,080,245
Value of total assets at beginning of year2019-12-31$23,344,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,095
Total interest from all sources2019-12-31$65,491
Total interest from all sources2019-12-31$65,491
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$334,672
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$334,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$334,672
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$334,672
Administrative expenses professional fees incurred2019-12-31$14,268
Administrative expenses professional fees incurred2019-12-31$14,268
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,452,035
Contributions received from participants2019-12-31$1,452,035
Participant contributions at end of year2019-12-31$670,824
Participant contributions at end of year2019-12-31$670,824
Participant contributions at beginning of year2019-12-31$486,975
Participant contributions at beginning of year2019-12-31$486,975
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$232,117
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$232,117
Administrative expenses (other) incurred2019-12-31$47,827
Administrative expenses (other) incurred2019-12-31$47,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,735,551
Value of net income/loss2019-12-31$7,735,551
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,080,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,080,245
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,344,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,062,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,062,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,886,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,886,208
Interest on participant loans2019-12-31$32,924
Interest on participant loans2019-12-31$32,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,323,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,323,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,955,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,955,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,955,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,955,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,228,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,228,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,529,824
Contributions received in cash from employer2019-12-31$1,529,824
Employer contributions (assets) at end of year2019-12-31$23,410
Employer contributions (assets) at end of year2019-12-31$23,410
Employer contributions (assets) at beginning of year2019-12-31$15,651
Employer contributions (assets) at beginning of year2019-12-31$15,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,020,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,020,209
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DISANTO PRIEST & CO.
Accountancy firm name2019-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2019-12-31571139864
Accountancy firm EIN2019-12-31571139864
2018 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,706,518
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$464,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$395,705
Expenses. Certain deemed distributions of participant loans2018-12-31$14,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,109,109
Value of total assets at end of year2018-12-31$23,344,694
Value of total assets at beginning of year2018-12-31$22,102,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,475
Total interest from all sources2018-12-31$47,112
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$285,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$285,524
Administrative expenses professional fees incurred2018-12-31$11,021
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,322,772
Participant contributions at end of year2018-12-31$486,975
Participant contributions at beginning of year2018-12-31$529,178
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$376,976
Administrative expenses (other) incurred2018-12-31$42,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,242,416
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,344,694
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,102,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,886,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,136,246
Interest on participant loans2018-12-31$24,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,955,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,426,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,426,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$23,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,735,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,409,361
Employer contributions (assets) at end of year2018-12-31$15,651
Employer contributions (assets) at beginning of year2018-12-31$10,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$395,705
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2018-12-31571139864
2017 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$6,213,068
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,497,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,436,483
Expenses. Certain deemed distributions of participant loans2017-12-31$19,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,677,401
Value of total assets at end of year2017-12-31$22,102,278
Value of total assets at beginning of year2017-12-31$17,387,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,693
Total interest from all sources2017-12-31$33,050
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$203,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$203,565
Administrative expenses professional fees incurred2017-12-31$9,509
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,119,720
Participant contributions at end of year2017-12-31$529,178
Participant contributions at beginning of year2017-12-31$448,961
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$349,082
Administrative expenses (other) incurred2017-12-31$32,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,715,167
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,102,278
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,387,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,136,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,134,942
Interest on participant loans2017-12-31$23,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,426,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,792,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,792,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,299,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,208,599
Employer contributions (assets) at end of year2017-12-31$10,578
Employer contributions (assets) at beginning of year2017-12-31$10,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,436,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2017-12-31571139864
2016 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$3,626,319
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$886,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$837,520
Expenses. Certain deemed distributions of participant loans2016-12-31$15,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,406,280
Value of total assets at end of year2016-12-31$17,387,111
Value of total assets at beginning of year2016-12-31$14,647,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,573
Total interest from all sources2016-12-31$22,604
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$175,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$175,459
Administrative expenses professional fees incurred2016-12-31$5,912
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$994,366
Participant contributions at end of year2016-12-31$448,961
Participant contributions at beginning of year2016-12-31$389,956
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$322,608
Administrative expenses (other) incurred2016-12-31$27,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,739,935
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,387,111
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,647,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,134,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,266,768
Interest on participant loans2016-12-31$16,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,792,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$982,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$982,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,021,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,089,306
Employer contributions (assets) at end of year2016-12-31$10,687
Employer contributions (assets) at beginning of year2016-12-31$7,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$837,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2016-12-31571139864
2015 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,948,742
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$764,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$704,556
Expenses. Certain deemed distributions of participant loans2015-12-31$30,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,166,209
Value of total assets at end of year2015-12-31$14,647,176
Value of total assets at beginning of year2015-12-31$13,463,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,116
Total interest from all sources2015-12-31$17,947
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$144,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$144,025
Administrative expenses professional fees incurred2015-12-31$5,232
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$927,445
Participant contributions at end of year2015-12-31$389,956
Participant contributions at beginning of year2015-12-31$305,683
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$232,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$928
Administrative expenses (other) incurred2015-12-31$24,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,183,823
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,647,176
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,463,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,266,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,934,457
Interest on participant loans2015-12-31$13,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$982,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,213,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,213,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-379,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,005,994
Employer contributions (assets) at end of year2015-12-31$7,779
Employer contributions (assets) at beginning of year2015-12-31$8,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$704,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2015-12-31571139864
2014 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,579,910
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$494,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$460,448
Expenses. Certain deemed distributions of participant loans2014-12-31$11,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,849,084
Value of total assets at end of year2014-12-31$13,463,353
Value of total assets at beginning of year2014-12-31$11,378,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,342
Total interest from all sources2014-12-31$15,354
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$118,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$118,389
Administrative expenses professional fees incurred2014-12-31$5,413
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$862,875
Participant contributions at end of year2014-12-31$305,683
Participant contributions at beginning of year2014-12-31$291,576
Participant contributions at beginning of year2014-12-31$69
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$844
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,755
Administrative expenses (other) incurred2014-12-31$17,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,085,059
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,463,353
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,378,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,934,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,791,406
Interest on participant loans2014-12-31$12,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,213,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,289,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,289,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$597,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$985,365
Employer contributions (assets) at end of year2014-12-31$8,379
Employer contributions (assets) at beginning of year2014-12-31$86
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$460,448
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2014-12-31571139864
2013 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,951,770
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$349,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$319,225
Expenses. Certain deemed distributions of participant loans2013-12-31$10,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,155,123
Value of total assets at end of year2013-12-31$11,378,294
Value of total assets at beginning of year2013-12-31$7,776,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,961
Total interest from all sources2013-12-31$14,067
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$91,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$91,092
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$658,519
Participant contributions at end of year2013-12-31$291,576
Participant contributions at beginning of year2013-12-31$210,746
Participant contributions at end of year2013-12-31$69
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,178,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,755
Administrative expenses (other) incurred2013-12-31$14,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,601,772
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,378,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,776,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,791,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,599,031
Interest on participant loans2013-12-31$10,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,289,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$966,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$966,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,691,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$317,958
Employer contributions (assets) at end of year2013-12-31$86
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$319,225
Contract administrator fees2013-12-31$4,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DISANTO PRIEST & CO
Accountancy firm EIN2013-12-31571139864
2012 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,720,169
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$951,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$916,153
Expenses. Certain deemed distributions of participant loans2012-12-31$18,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$922,021
Value of total assets at end of year2012-12-31$7,776,522
Value of total assets at beginning of year2012-12-31$7,007,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,537
Total interest from all sources2012-12-31$14,180
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$96,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$96,524
Administrative expenses professional fees incurred2012-12-31$16,537
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$548,624
Participant contributions at end of year2012-12-31$210,746
Participant contributions at beginning of year2012-12-31$177,801
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$104,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$768,536
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,776,522
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,007,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,599,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,617,611
Interest on participant loans2012-12-31$8,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$966,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,212,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,212,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$687,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$268,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$916,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2012-12-31571139864
2011 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$540,984
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$441,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$435,259
Value of total corrective distributions2011-12-31$2,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$863,999
Value of total assets at end of year2011-12-31$7,007,986
Value of total assets at beginning of year2011-12-31$6,908,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,397
Total interest from all sources2011-12-31$12,845
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$71,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$71,476
Administrative expenses professional fees incurred2011-12-31$2,800
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$553,191
Participant contributions at end of year2011-12-31$177,801
Participant contributions at beginning of year2011-12-31$113,664
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$44,087
Administrative expenses (other) incurred2011-12-31$597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$99,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,007,986
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,908,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,617,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,910,155
Interest on participant loans2011-12-31$6,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,212,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$884,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$884,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-407,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$266,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$435,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2011-12-31571139864
2010 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,487,389
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$447,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$439,281
Expenses. Certain deemed distributions of participant loans2010-12-31$5,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$729,010
Value of total assets at end of year2010-12-31$6,908,600
Value of total assets at beginning of year2010-12-31$5,868,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,382
Total interest from all sources2010-12-31$14,463
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$55,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$55,515
Administrative expenses professional fees incurred2010-12-31$2,382
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$496,889
Participant contributions at end of year2010-12-31$113,664
Participant contributions at beginning of year2010-12-31$71,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,039,872
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,908,600
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,868,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,910,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,764,068
Interest on participant loans2010-12-31$4,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$884,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,032,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,032,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$688,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$232,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$439,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2010-12-31571139864
2009 : NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NAVIGANT CREDIT UNION THRIFT 401(K) PLAN

2022: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NAVIGANT CREDIT UNION THRIFT 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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