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SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 401k Plan overview

Plan NameSUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN
Plan identification number 022

SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SUFFOLK CREDIT UNION
Employer identification number (EIN):112200411
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0222022-01-01
0222021-01-01
0222020-01-01
0222019-01-01
0222018-01-01
0222017-01-01PAMELA PALLESCHI
0222016-01-01PAMELA PALLESCHI
0222015-01-01PAMELA PALLESCHI
0222014-01-01PAMELA PALLESCHI
0222013-01-01PAMELA PALLESCHI
0222012-01-01PAMELA PALLESCHI
0222011-01-01PAMELA PALLESCHI
0222009-01-01MARIE LA LENA

Plan Statistics for SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN

401k plan membership statisitcs for SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN

Measure Date Value
2022: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3115,028,321
Acturial value of plan assets2022-12-3115,028,321
Funding target for retired participants and beneficiaries receiving payment2022-12-314,828,031
Number of terminated vested participants2022-12-3141
Fundng target for terminated vested participants2022-12-311,141,599
Active participant vested funding target2022-12-312,327,630
Number of active participants2022-12-3163
Total funding liabilities for active participants2022-12-312,327,630
Total participant count2022-12-31132
Total funding target for all participants2022-12-318,297,260
Balance at beginning of prior year after applicable adjustments2022-12-31319,506
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31319,506
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31358,486
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3171,168
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01132
Total number of active participants reported on line 7a of the Form 55002022-01-0154
Number of retired or separated participants receiving benefits2022-01-0129
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3114,520,395
Acturial value of plan assets2021-12-3114,520,395
Funding target for retired participants and beneficiaries receiving payment2021-12-314,236,299
Number of terminated vested participants2021-12-3136
Fundng target for terminated vested participants2021-12-311,211,416
Active participant vested funding target2021-12-313,162,605
Number of active participants2021-12-3181
Total funding liabilities for active participants2021-12-313,162,605
Total participant count2021-12-31141
Total funding target for all participants2021-12-318,610,320
Balance at beginning of prior year after applicable adjustments2021-12-31280,588
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31280,588
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31319,506
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3168,615
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01141
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3113,826,270
Acturial value of plan assets2020-12-3113,826,270
Funding target for retired participants and beneficiaries receiving payment2020-12-314,009,082
Number of terminated vested participants2020-12-3132
Fundng target for terminated vested participants2020-12-31961,355
Active participant vested funding target2020-12-314,297,643
Number of active participants2020-12-3198
Total funding liabilities for active participants2020-12-314,297,643
Total participant count2020-12-31153
Total funding target for all participants2020-12-319,268,080
Balance at beginning of prior year after applicable adjustments2020-12-31233,629
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31233,629
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31280,588
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3164,560
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-0181
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3112,521,605
Acturial value of plan assets2019-12-3112,521,605
Funding target for retired participants and beneficiaries receiving payment2019-12-313,976,340
Number of terminated vested participants2019-12-3134
Fundng target for terminated vested participants2019-12-31946,939
Active participant vested funding target2019-12-314,683,279
Number of active participants2019-12-31106
Total funding liabilities for active participants2019-12-314,683,279
Total participant count2019-12-31162
Total funding target for all participants2019-12-319,606,558
Balance at beginning of prior year after applicable adjustments2019-12-31246,965
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31246,965
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31233,629
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3170,040
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01162
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3114,036,994
Acturial value of plan assets2018-12-3114,036,994
Funding target for retired participants and beneficiaries receiving payment2018-12-313,187,470
Number of terminated vested participants2018-12-3133
Fundng target for terminated vested participants2018-12-31781,701
Active participant vested funding target2018-12-315,554,231
Number of active participants2018-12-31116
Total funding liabilities for active participants2018-12-315,554,231
Total participant count2018-12-31169
Total funding target for all participants2018-12-319,523,402
Balance at beginning of prior year after applicable adjustments2018-12-31214,454
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31214,454
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31246,965
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01106
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3112,932,170
Acturial value of plan assets2017-12-3112,932,170
Funding target for retired participants and beneficiaries receiving payment2017-12-311,489,791
Number of terminated vested participants2017-12-3137
Fundng target for terminated vested participants2017-12-312,461,605
Active participant vested funding target2017-12-315,459,569
Number of active participants2017-12-31132
Total funding liabilities for active participants2017-12-315,512,139
Total participant count2017-12-31183
Total funding target for all participants2017-12-319,463,535
Balance at beginning of prior year after applicable adjustments2017-12-31199,048
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31199,048
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31214,454
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01184
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3113,002,696
Acturial value of plan assets2016-12-3113,002,696
Funding target for retired participants and beneficiaries receiving payment2016-12-311,408,560
Number of terminated vested participants2016-12-3150
Fundng target for terminated vested participants2016-12-311,248,024
Active participant vested funding target2016-12-316,157,755
Number of active participants2016-12-31148
Total funding liabilities for active participants2016-12-316,198,446
Total participant count2016-12-31211
Total funding target for all participants2016-12-318,855,030
Balance at beginning of prior year after applicable adjustments2016-12-31204,278
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31204,278
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,707,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,871,069
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31199,048
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31592,414
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-01133
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01195
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01192
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01212
Total number of active participants reported on line 7a of the Form 55002009-01-01153
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01191
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN

Measure Date Value
2022 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-2,134,581
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,199,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,142,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$11,694,320
Value of total assets at beginning of year2022-12-31$15,028,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,789
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$169,342
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$169,342
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$118,561
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,334,001
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,694,320
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,028,321
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
Investment advisory and management fees2022-12-31$1,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,575,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$15,028,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-286,583
Net investment gain or loss from common/collective trusts2022-12-31$-2,017,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,142,631
Contract administrator fees2022-12-31$55,302
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 name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,706,075
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,198,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,126,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$15,028,321
Value of total assets at beginning of year2021-12-31$14,520,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,168
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
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$507,926
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,028,321
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,520,395
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
Investment advisory and management fees2021-12-31$1,352
Value of interest in common/collective trusts at end of year2021-12-31$15,028,321
Value of interest in common/collective trusts at beginning of year2021-12-31$14,520,395
Net investment gain or loss from common/collective trusts2021-12-31$1,706,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,126,981
Contract administrator fees2021-12-31$69,816
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$1,849,873
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,155,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,087,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$14,520,395
Value of total assets at beginning of year2020-12-31$13,826,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,615
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
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$694,125
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,520,395
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,826,270
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
Investment advisory and management fees2020-12-31$1,448
Value of interest in common/collective trusts at end of year2020-12-31$14,520,395
Value of interest in common/collective trusts at beginning of year2020-12-31$13,826,270
Net investment gain or loss from common/collective trusts2020-12-31$1,849,873
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,087,133
Contract administrator fees2020-12-31$67,167
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 name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN 2019 401k financial data
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 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$2,403,591
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,098,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,034,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$13,826,270
Value of total assets at beginning of year2019-12-31$12,521,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,560
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
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$1,304,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,826,270
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,521,605
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,386
Value of interest in common/collective trusts at end of year2019-12-31$13,826,270
Value of interest in common/collective trusts at beginning of year2019-12-31$12,521,605
Net investment gain or loss from common/collective trusts2019-12-31$2,403,591
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,034,366
Contract administrator fees2019-12-31$63,174
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2019-12-31112556624
2018 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$0
Total income from all sources (including contributions)2018-12-31$-740,610
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$774,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$704,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$12,521,605
Value of total assets at beginning of year2018-12-31$14,036,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,040
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,515,389
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,521,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,036,994
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
Investment advisory and management fees2018-12-31$1,081
Value of interest in common/collective trusts at end of year2018-12-31$12,521,605
Value of interest in common/collective trusts at beginning of year2018-12-31$14,036,994
Net investment gain or loss from common/collective trusts2018-12-31$-740,610
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$704,739
Contract administrator fees2018-12-31$68,959
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 name2018-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2018-12-31112556624
2017 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$1,884,642
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$779,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$712,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$14,036,994
Value of total assets at beginning of year2017-12-31$12,932,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,880
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
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$1,104,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,036,994
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,932,170
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
Investment advisory and management fees2017-12-31$81
Value of interest in common/collective trusts at end of year2017-12-31$14,036,994
Value of interest in common/collective trusts at beginning of year2017-12-31$12,932,170
Net investment gain or loss from common/collective trusts2017-12-31$1,884,642
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$712,938
Contract administrator fees2017-12-31$66,799
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 name2017-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2017-12-31112556624
2016 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$955,400
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,025,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$960,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$12,932,170
Value of total assets at beginning of year2016-12-31$13,002,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,292
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-70,526
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,932,170
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,002,696
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
Investment advisory and management fees2016-12-31$1,098
Value of interest in common/collective trusts at end of year2016-12-31$12,932,170
Value of interest in common/collective trusts at beginning of year2016-12-31$13,002,696
Net investment gain or loss from common/collective trusts2016-12-31$955,400
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$960,634
Contract administrator fees2016-12-31$64,194
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 name2016-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2016-12-31112556624
2015 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$2,583,806
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$648,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$589,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,861,398
Value of total assets at end of year2015-12-31$13,002,696
Value of total assets at beginning of year2015-12-31$11,067,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,603
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
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$1,934,894
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,002,696
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,067,802
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
Investment advisory and management fees2015-12-31$2,151
Value of interest in common/collective trusts at end of year2015-12-31$13,002,696
Value of interest in common/collective trusts at beginning of year2015-12-31$11,067,802
Net investment gain or loss from common/collective trusts2015-12-31$-277,592
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$2,861,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$589,309
Contract administrator fees2015-12-31$57,452
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 name2015-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2015-12-31112556624
2014 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$1,034,950
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$393,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$338,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$550,623
Value of total assets at end of year2014-12-31$11,067,802
Value of total assets at beginning of year2014-12-31$10,426,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,701
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
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$641,183
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,067,802
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,426,619
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
Investment advisory and management fees2014-12-31$1,954
Value of interest in common/collective trusts at end of year2014-12-31$11,067,802
Value of interest in common/collective trusts at beginning of year2014-12-31$10,426,619
Net investment gain or loss from common/collective trusts2014-12-31$484,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$550,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$338,066
Contract administrator fees2014-12-31$53,747
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 name2014-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2014-12-31112556624
2013 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$1,984,722
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$588,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$588,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$919,455
Value of total assets at end of year2013-12-31$10,426,619
Value of total assets at beginning of year2013-12-31$9,030,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$1,395,835
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,426,619
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,030,784
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 common/collective trusts at end of year2013-12-31$10,426,619
Value of interest in common/collective trusts at beginning of year2013-12-31$9,030,784
Net investment gain or loss from common/collective trusts2013-12-31$1,065,267
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$919,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$588,887
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 name2013-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2013-12-31112556624
2012 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$1,291,378
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,310,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,310,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$400,568
Value of total assets at end of year2012-12-31$9,030,784
Value of total assets at beginning of year2012-12-31$9,049,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-18,941
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,030,784
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,049,725
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 common/collective trusts at end of year2012-12-31$9,030,784
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$9,049,725
Net gain/loss from 103.12 investment entities2012-12-31$890,810
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$400,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,310,319
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 name2012-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2012-12-31112556624
2011 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$2,998,484
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$953,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$953,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,898,492
Value of total assets at end of year2011-12-31$9,049,725
Value of total assets at beginning of year2011-12-31$7,004,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
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$2,044,851
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,049,725
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,004,874
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
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$9,049,725
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$6,377,614
Net gain/loss from 103.12 investment entities2011-12-31$99,992
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$2,898,492
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$627,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$953,633
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 name2011-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2011-12-31112556624
2010 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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$642,545
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$510,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$507,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$6,377,614
Value of total assets at beginning of year2010-12-31$6,245,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,179
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
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$132,453
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,377,614
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,245,161
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
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$6,377,614
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$6,245,161
Net gain/loss from 103.12 investment entities2010-12-31$642,545
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$507,913
Contract administrator fees2010-12-31$2,179
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 name2010-12-31ALBRECHT, VIGGIANO, ZURECK & CO
Accountancy firm EIN2010-12-31112556624
2009 : SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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 SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION PLAN

2022: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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
2009: SUFFOLK FEDERAL CREDIT UNION AND CREDIT UNION SERVICES LLC CASH BALANCE RETIREMENT PENSION 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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