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Plan Name | OLEAN AREA FCU 401(K) RETIREMENT PLAN |
Plan identification number | 033 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | OLEAN AREA FEDERAL CREDIT UNION |
Employer identification number (EIN): | 161022820 |
NAIC Classification: | 522130 |
NAIC Description: | Credit Unions |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
033 | 2022-01-01 | MARY PALUMBO | 2023-03-06 | ||
033 | 2021-01-01 | MARY PALUMBO | 2022-06-21 | ||
033 | 2020-01-01 | MARY PALUMBO | 2021-07-20 | ||
033 | 2019-01-01 | MARY PALUMBO | 2020-07-09 | ||
033 | 2018-01-01 | MARY PALUMBO | 2019-08-20 | ||
033 | 2017-01-01 | MARY PALUMBO | 2018-03-28 | ||
033 | 2016-01-01 | MARY PALUMBO | 2017-03-31 | ||
033 | 2015-01-01 | MARY PALUMBO | 2016-04-15 | ||
033 | 2014-01-01 | MARY PALUMBO | 2015-07-28 | ||
033 | 2013-01-01 | MARY PALUMBO | 2014-05-02 | ||
033 | 2012-01-01 | MARY PALUMBO | 2013-06-14 | ||
033 | 2011-01-01 | MARY PALUMBO | 2012-05-11 | ||
033 | 2010-01-01 | LEE ANN DINEEN | |||
033 | 2009-01-01 | LEE ANN DINEEN |
Measure | Date | Value |
---|---|---|
2010: OLEAN AREA FCU 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 48 |
Number of participants with account balances | 2010-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: OLEAN AREA FCU 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 64 |
Number of participants with account balances | 2009-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : OLEAN AREA FCU 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $538,447 |
Expenses. Total of all expenses incurred | 2010-12-31 | $198,884 |
Benefits paid (including direct rollovers) | 2010-12-31 | $198,302 |
Total plan assets at end of year | 2010-12-31 | $2,149,324 |
Total plan assets at beginning of year | 2010-12-31 | $1,809,761 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $104,961 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $12,116 |
Other income received | 2010-12-31 | $219,534 |
Net income (gross income less expenses) | 2010-12-31 | $339,563 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,149,324 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,809,761 |
Assets. Value of participant loans | 2010-12-31 | $59,967 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $201,836 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $582 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : OLEAN AREA FCU 401(K) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2010: OLEAN AREA FCU 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: OLEAN AREA FCU 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 82309 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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