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AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameAFFINITY FEDERAL CREDIT UNION 401(K) PLAN
Plan identification number 002

AFFINITY FEDERAL CREDIT UNION 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:AFFINITY FEDERAL CREDIT UNION
Employer identification number (EIN):135562114
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFINITY FEDERAL CREDIT UNION 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
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JULIA HAND FRANK MADEIRA2018-07-09
0022016-01-01JULIA HAND CATHERINE RICKER2017-07-19
0022015-01-01JULIA HAND CATHERINE RICKER2016-07-28
0022014-01-01JULIA HAND CATHERINE RICKER2015-07-30
0022014-01-01JULIA HAND
0022013-01-01JULIA HAND DENISE MCGLONE2014-07-29
0022012-01-01JULIA HAND DENISE MCGLONE2013-09-03
0022011-01-01MARCOS NEGRON
0022009-01-01EDGAR OTEIZA DAVID SNODGRASS2010-10-15
0022009-01-01EDGAR OTEIZA DAVID SNODGRASS2010-10-15

Plan Statistics for AFFINITY FEDERAL CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for AFFINITY FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2022: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01693
Total number of active participants reported on line 7a of the Form 55002022-01-01513
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01219
Total of all active and inactive participants2022-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01743
Number of participants with account balances2022-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0131
2021: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01662
Total number of active participants reported on line 7a of the Form 55002021-01-01461
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01215
Total of all active and inactive participants2021-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01687
Number of participants with account balances2021-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01664
Total number of active participants reported on line 7a of the Form 55002020-01-01447
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01205
Total of all active and inactive participants2020-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01658
Number of participants with account balances2020-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01665
Total number of active participants reported on line 7a of the Form 55002019-01-01470
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01177
Total of all active and inactive participants2019-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01656
Number of participants with account balances2019-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01616
Total number of active participants reported on line 7a of the Form 55002018-01-01463
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01194
Total of all active and inactive participants2018-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01665
Number of participants with account balances2018-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01554
Total number of active participants reported on line 7a of the Form 55002017-01-01437
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01172
Total of all active and inactive participants2017-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01616
Number of participants with account balances2017-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01527
Total number of active participants reported on line 7a of the Form 55002016-01-01395
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01155
Total of all active and inactive participants2016-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01554
Number of participants with account balances2016-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01536
Total number of active participants reported on line 7a of the Form 55002015-01-01385
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01139
Total of all active and inactive participants2015-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01527
Number of participants with account balances2015-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01500
Total number of active participants reported on line 7a of the Form 55002014-01-01375
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01158
Total of all active and inactive participants2014-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01536
Number of participants with account balances2014-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01481
Total number of active participants reported on line 7a of the Form 55002013-01-01358
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01139
Total of all active and inactive participants2013-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01500
Number of participants with account balances2013-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01483
Total number of active participants reported on line 7a of the Form 55002012-01-01379
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01481
Number of participants with account balances2012-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01528
Total number of active participants reported on line 7a of the Form 55002011-01-01371
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01483
Number of participants with account balances2011-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2009: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01535
Total number of active participants reported on line 7a of the Form 55002009-01-01417
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01123
Total of all active and inactive participants2009-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01540
Number of participants with account balances2009-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on AFFINITY FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2022 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-8,392,322
Total of all expenses incurred2022-12-31$7,799,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,636,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,195,145
Value of total assets at end of year2022-12-31$80,571,835
Value of total assets at beginning of year2022-12-31$96,763,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$163,412
Total interest from all sources2022-12-31$57,706
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,207,231
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$1,207,231
Administrative expenses professional fees incurred2022-12-31$33,600
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$3,494,638
Participant contributions at end of year2022-12-31$1,291,998
Participant contributions at beginning of year2022-12-31$1,171,566
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,823,606
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,930,356
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$673,743
Other income not declared elsewhere2022-12-31$-354,798
Administrative expenses (other) incurred2022-12-31$80,616
Total non interest bearing cash at end of year2022-12-31$52,713
Total non interest bearing cash at beginning of year2022-12-31$80,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,192,163
Value of net assets at end of year (total assets less liabilities)2022-12-31$80,571,835
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$96,763,998
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$49,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$67,091,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$80,338,410
Interest on participant loans2022-12-31$57,625
Value of interest in common/collective trusts at end of year2022-12-31$9,285,629
Value of interest in common/collective trusts at beginning of year2022-12-31$10,202,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$26,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$71,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$71,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$81
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,672,401
Net investment gain or loss from common/collective trusts2022-12-31$174,795
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$2,026,764
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,969,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,636,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$20,706,277
Total of all expenses incurred2021-12-31$9,453,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,296,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,604,018
Value of total assets at end of year2021-12-31$96,763,998
Value of total assets at beginning of year2021-12-31$85,511,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$157,410
Total interest from all sources2021-12-31$63,065
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,747,076
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$1,747,076
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$3,321,422
Participant contributions at end of year2021-12-31$1,171,566
Participant contributions at beginning of year2021-12-31$1,380,084
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,930,356
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$429,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$61,376
Administrative expenses (other) incurred2021-12-31$109,646
Total non interest bearing cash at end of year2021-12-31$80,618
Total non interest bearing cash at beginning of year2021-12-31$75,414
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$11,252,757
Value of net assets at end of year (total assets less liabilities)2021-12-31$96,763,998
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$85,511,241
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$80,338,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,605,012
Interest on participant loans2021-12-31$63,065
Value of interest in common/collective trusts at end of year2021-12-31$10,202,283
Value of interest in common/collective trusts at beginning of year2021-12-31$11,407,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$71,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$42,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$42,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,053,229
Net investment gain or loss from common/collective trusts2021-12-31$177,513
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$3,852,977
Employer contributions (assets) at end of year2021-12-31$1,969,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,296,110
Contract administrator fees2021-12-31$47,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31131639826
2020 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,774
Total income from all sources (including contributions)2020-12-31$17,097,131
Total of all expenses incurred2020-12-31$4,253,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,130,916
Value of total corrective distributions2020-12-31$3,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,413,824
Value of total assets at end of year2020-12-31$85,511,241
Value of total assets at beginning of year2020-12-31$72,671,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$118,624
Total interest from all sources2020-12-31$77,750
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,005,064
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$1,005,064
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$3,145,526
Participant contributions at end of year2020-12-31$1,380,084
Participant contributions at beginning of year2020-12-31$1,406,637
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$376,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,774
Administrative expenses (other) incurred2020-12-31$83,845
Total non interest bearing cash at end of year2020-12-31$75,414
Total non interest bearing cash at beginning of year2020-12-31$12,816
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$12,843,817
Value of net assets at end of year (total assets less liabilities)2020-12-31$85,511,241
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,667,424
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$72,605,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$64,024,855
Interest on participant loans2020-12-31$77,699
Value of interest in common/collective trusts at end of year2020-12-31$11,407,859
Value of interest in common/collective trusts at beginning of year2020-12-31$7,174,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$42,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$52,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$52,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,420,150
Net investment gain or loss from common/collective trusts2020-12-31$180,343
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$1,891,895
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,130,916
Contract administrator fees2020-12-31$34,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,774
Total income from all sources (including contributions)2019-12-31$18,250,789
Total of all expenses incurred2019-12-31$5,467,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,333,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,852,308
Value of total assets at end of year2019-12-31$72,671,198
Value of total assets at beginning of year2019-12-31$59,883,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,945
Total interest from all sources2019-12-31$74,208
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,013,201
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$1,013,201
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Contributions received from participants2019-12-31$2,871,255
Participant contributions at end of year2019-12-31$1,406,637
Participant contributions at beginning of year2019-12-31$1,234,667
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$150,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,774
Administrative expenses (other) incurred2019-12-31$89,253
Total non interest bearing cash at end of year2019-12-31$12,816
Total non interest bearing cash at beginning of year2019-12-31$13,535
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$12,783,542
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,667,424
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,883,882
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$44,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,024,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,165,773
Interest on participant loans2019-12-31$73,875
Value of interest in common/collective trusts at end of year2019-12-31$7,174,364
Value of interest in common/collective trusts at beginning of year2019-12-31$7,327,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$52,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$93,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$93,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,144,569
Net investment gain or loss from common/collective trusts2019-12-31$166,503
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
Contributions received in cash from employer2019-12-31$1,830,767
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,048,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,333,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,828,519
Total of all expenses incurred2018-12-31$3,795,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,661,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,799,043
Value of total assets at end of year2018-12-31$59,883,882
Value of total assets at beginning of year2018-12-31$60,851,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$134,188
Total interest from all sources2018-12-31$53,821
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$961,943
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$961,943
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$2,662,598
Participant contributions at end of year2018-12-31$1,234,667
Participant contributions at beginning of year2018-12-31$955,687
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$361,861
Administrative expenses (other) incurred2018-12-31$101,725
Total non interest bearing cash at end of year2018-12-31$13,535
Total non interest bearing cash at beginning of year2018-12-31$12,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-967,158
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,883,882
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,851,040
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$32,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,165,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,152,261
Interest on participant loans2018-12-31$53,691
Value of interest in common/collective trusts at end of year2018-12-31$7,327,555
Value of interest in common/collective trusts at beginning of year2018-12-31$8,127,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$93,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$21,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$21,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,141,673
Net investment gain or loss from common/collective trusts2018-12-31$155,385
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$2,774,584
Employer contributions (assets) at end of year2018-12-31$1,048,996
Employer contributions (assets) at beginning of year2018-12-31$1,582,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,661,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31EISNER AMPER, LLP
Accountancy firm EIN2018-12-31131639826
2017 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,665,285
Total of all expenses incurred2017-12-31$3,243,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,119,232
Expenses. Certain deemed distributions of participant loans2017-12-31$19,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,305,590
Value of total assets at end of year2017-12-31$60,851,040
Value of total assets at beginning of year2017-12-31$49,428,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$104,194
Total interest from all sources2017-12-31$41,143
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$828,419
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$828,419
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$2,419,148
Participant contributions at end of year2017-12-31$955,687
Participant contributions at beginning of year2017-12-31$917,296
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,266,990
Administrative expenses (other) incurred2017-12-31$83,285
Total non interest bearing cash at end of year2017-12-31$12,300
Total non interest bearing cash at beginning of year2017-12-31$6,435
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$11,422,135
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,851,040
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,428,905
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$20,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,152,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,542,563
Interest on participant loans2017-12-31$41,126
Value of interest in common/collective trusts at end of year2017-12-31$8,127,162
Value of interest in common/collective trusts at beginning of year2017-12-31$7,510,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$21,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$43,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$43,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,365,670
Net investment gain or loss from common/collective trusts2017-12-31$124,463
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$2,619,452
Employer contributions (assets) at end of year2017-12-31$1,582,246
Employer contributions (assets) at beginning of year2017-12-31$1,407,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,119,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31EISNER AMPER, LLP
Accountancy firm EIN2017-12-31131639826
2016 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$8,749,096
Total of all expenses incurred2016-12-31$4,028,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,915,280
Expenses. Certain deemed distributions of participant loans2016-12-31$8,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,237,548
Value of total assets at end of year2016-12-31$49,428,905
Value of total assets at beginning of year2016-12-31$44,708,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$105,520
Total interest from all sources2016-12-31$38,321
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$553,330
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$553,330
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$2,188,760
Participant contributions at end of year2016-12-31$917,296
Participant contributions at beginning of year2016-12-31$1,023,455
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$712,650
Administrative expenses (other) incurred2016-12-31$74,620
Total non interest bearing cash at end of year2016-12-31$6,435
Total non interest bearing cash at beginning of year2016-12-31$6,885
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$4,720,273
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,428,905
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,708,632
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$30,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,542,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,647,596
Interest on participant loans2016-12-31$38,321
Value of interest in common/collective trusts at end of year2016-12-31$7,510,926
Value of interest in common/collective trusts at beginning of year2016-12-31$6,935,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$43,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,813,697
Net investment gain or loss from common/collective trusts2016-12-31$106,200
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,336,138
Employer contributions (assets) at end of year2016-12-31$1,407,768
Employer contributions (assets) at beginning of year2016-12-31$1,084,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,915,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31EISNER AMPER, LLP
Accountancy firm EIN2016-12-31131639826
2015 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,772,905
Total of all expenses incurred2015-12-31$3,948,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,822,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,943,842
Value of total assets at end of year2015-12-31$44,708,632
Value of total assets at beginning of year2015-12-31$43,883,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$126,154
Total interest from all sources2015-12-31$42,199
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$587,584
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$587,584
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$2,032,847
Participant contributions at end of year2015-12-31$1,023,455
Participant contributions at beginning of year2015-12-31$933,115
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$920,188
Administrative expenses (other) incurred2015-12-31$96,154
Total non interest bearing cash at end of year2015-12-31$6,885
Total non interest bearing cash at beginning of year2015-12-31$3,876
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$824,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,708,632
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,883,909
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,647,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,062,431
Interest on participant loans2015-12-31$42,198
Value of interest in common/collective trusts at end of year2015-12-31$6,935,649
Value of interest in common/collective trusts at beginning of year2015-12-31$6,589,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-806,814
Net investment gain or loss from common/collective trusts2015-12-31$6,094
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,990,807
Employer contributions (assets) at end of year2015-12-31$1,084,202
Employer contributions (assets) at beginning of year2015-12-31$1,280,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,822,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31EISNER AMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,905,532
Total of all expenses incurred2014-12-31$2,651,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,594,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,353,395
Value of total assets at end of year2014-12-31$43,883,909
Value of total assets at beginning of year2014-12-31$39,629,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,869
Total interest from all sources2014-12-31$38,478
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$576,159
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$576,159
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$1,794,709
Participant contributions at end of year2014-12-31$933,115
Participant contributions at beginning of year2014-12-31$948,585
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$455,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$413
Administrative expenses (other) incurred2014-12-31$16,869
Total non interest bearing cash at end of year2014-12-31$3,876
Total non interest bearing cash at beginning of year2014-12-31$10,299
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$4,254,346
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,883,909
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,629,563
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,062,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,679,178
Interest on participant loans2014-12-31$38,467
Value of interest in common/collective trusts at end of year2014-12-31$6,589,580
Value of interest in common/collective trusts at beginning of year2014-12-31$5,828,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$293,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$293,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,817,532
Net investment gain or loss from common/collective trusts2014-12-31$119,968
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$2,103,006
Employer contributions (assets) at end of year2014-12-31$1,280,889
Employer contributions (assets) at beginning of year2014-12-31$868,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,594,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31EISNER AMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$10,317,428
Total of all expenses incurred2013-12-31$3,192,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,147,796
Value of total corrective distributions2013-12-31$10,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,658,725
Value of total assets at end of year2013-12-31$39,629,563
Value of total assets at beginning of year2013-12-31$32,504,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,643
Total interest from all sources2013-12-31$35,392
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$430,431
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$430,431
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$1,630,037
Participant contributions at end of year2013-12-31$948,585
Participant contributions at beginning of year2013-12-31$834,242
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$363,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$590
Administrative expenses (other) incurred2013-12-31$3,643
Total non interest bearing cash at end of year2013-12-31$10,299
Total non interest bearing cash at beginning of year2013-12-31$6,270
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$7,125,412
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,629,563
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,504,151
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
Investment advisory and management fees2013-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,679,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,549,542
Interest on participant loans2013-12-31$35,388
Value of interest in common/collective trusts at end of year2013-12-31$5,828,878
Value of interest in common/collective trusts at beginning of year2013-12-31$4,585,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$293,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$51,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$51,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,072,347
Net investment gain or loss from common/collective trusts2013-12-31$120,533
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$1,665,319
Employer contributions (assets) at end of year2013-12-31$868,625
Employer contributions (assets) at beginning of year2013-12-31$1,475,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,147,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31EISNER AMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$7,139,233
Total of all expenses incurred2012-12-31$1,945,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,893,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,846,439
Value of total assets at end of year2012-12-31$32,504,151
Value of total assets at beginning of year2012-12-31$27,310,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,398
Total interest from all sources2012-12-31$37,927
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$494,251
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$494,251
Administrative expenses professional fees incurred2012-12-31$10,348
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$271,417
Contributions received from participants2012-12-31$1,495,999
Participant contributions at end of year2012-12-31$834,242
Participant contributions at beginning of year2012-12-31$737,394
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$140,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$209
Administrative expenses (other) incurred2012-12-31$2,050
Total non interest bearing cash at end of year2012-12-31$6,270
Total non interest bearing cash at beginning of year2012-12-31$1,849
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$5,193,455
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,504,151
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,310,696
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
Investment advisory and management fees2012-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,549,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,714,885
Interest on participant loans2012-12-31$37,920
Value of interest in common/collective trusts at end of year2012-12-31$4,585,740
Value of interest in common/collective trusts at beginning of year2012-12-31$4,504,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$51,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$192,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$192,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,793,391
Net investment gain or loss from common/collective trusts2012-12-31$-32,775
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$2,209,759
Employer contributions (assets) at end of year2012-12-31$1,475,899
Employer contributions (assets) at beginning of year2012-12-31$1,159,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,893,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31EISNER AMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,828,717
Total of all expenses incurred2011-12-31$3,985,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,957,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,290,431
Value of total assets at end of year2011-12-31$27,310,696
Value of total assets at beginning of year2011-12-31$26,467,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,187
Total interest from all sources2011-12-31$198,497
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$306,409
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$306,409
Administrative expenses professional fees incurred2011-12-31$21,497
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,549,704
Participant contributions at end of year2011-12-31$737,394
Participant contributions at beginning of year2011-12-31$705,585
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$209
Other income not declared elsewhere2011-12-31$342,162
Administrative expenses (other) incurred2011-12-31$6,690
Total non interest bearing cash at end of year2011-12-31$1,849
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$843,291
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,310,696
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,467,405
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$20,714,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,931,893
Interest on participant loans2011-12-31$198,495
Interest earned on other investments2011-12-31$2
Value of interest in common/collective trusts at end of year2011-12-31$4,504,616
Value of interest in common/collective trusts at beginning of year2011-12-31$3,829,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$192,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-493,884
Net investment gain or loss from common/collective trusts2011-12-31$185,102
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$2,739,184
Employer contributions (assets) at end of year2011-12-31$1,159,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,957,239
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 name2011-12-31EISNER AMPER LLP
Accountancy firm EIN2011-12-31131636826
2010 : AFFINITY FEDERAL CREDIT UNION 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$5,768,548
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,504,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,501,639
Value of total corrective distributions2010-12-31$2,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,903,783
Value of total assets at end of year2010-12-31$26,467,405
Value of total assets at beginning of year2010-12-31$22,203,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22
Total interest from all sources2010-12-31$28,847
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$297,999
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$297,999
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$1,393,238
Participant contributions at end of year2010-12-31$705,585
Participant contributions at beginning of year2010-12-31$436,206
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$75,329
Administrative expenses (other) incurred2010-12-31$22
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$4,264,282
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,467,405
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,203,123
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$21,931,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,607,192
Interest on participant loans2010-12-31$28,847
Value of interest in common/collective trusts at end of year2010-12-31$3,829,927
Value of interest in common/collective trusts at beginning of year2010-12-31$3,159,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,477,348
Net investment gain or loss from common/collective trusts2010-12-31$60,571
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$1,435,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,501,639
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 name2010-12-31EISNER AMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : AFFINITY FEDERAL CREDIT UNION 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 AFFINITY FEDERAL CREDIT UNION 401(K) PLAN

2022: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AFFINITY FEDERAL CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AFFINITY FEDERAL CREDIT UNION 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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