UTILITIES EMPLOYEES CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN
Measure | Date | Value |
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2022: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 45 |
Total of all active and inactive participants | 2022-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 138 |
Number of participants with account balances | 2022-01-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 37 |
Total of all active and inactive participants | 2021-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 129 |
Number of participants with account balances | 2021-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 34 |
Total of all active and inactive participants | 2020-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 126 |
Number of participants with account balances | 2020-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 31 |
Total of all active and inactive participants | 2019-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 124 |
Number of participants with account balances | 2019-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 29 |
Total of all active and inactive participants | 2018-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 119 |
Number of participants with account balances | 2018-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2012: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 103 |
Number of participants with account balances | 2012-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 101 |
Number of participants with account balances | 2011-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 83 |
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 | 14 |
Total of all active and inactive participants | 2010-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 97 |
Number of participants with account balances | 2010-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 94 |
Number of participants with account balances | 2009-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,461,696 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,141,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,125,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,851,153 |
Value of total assets at end of year | 2022-12-31 | $16,443,436 |
Value of total assets at beginning of year | 2022-12-31 | $19,046,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15,216 |
Total interest from all sources | 2022-12-31 | $5,635 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $291,722 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $291,722 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $643,704 |
Participant contributions at end of year | 2022-12-31 | $119,688 |
Participant contributions at beginning of year | 2022-12-31 | $73,871 |
Participant contributions at end of year | 2022-12-31 | $20,748 |
Participant contributions at beginning of year | 2022-12-31 | $18,940 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $582,104 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,602,843 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,443,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,046,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,817,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,545,614 |
Interest on participant loans | 2022-12-31 | $3,751 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $148,998 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $96,254 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $96,254 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,884 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,610,206 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $625,345 |
Employer contributions (assets) at end of year | 2022-12-31 | $336,340 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $311,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,125,931 |
Contract administrator fees | 2022-12-31 | $15,216 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | RKL, LLP |
Accountancy firm EIN | 2022-12-31 | 232108173 |
2021 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,362,291 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,566,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,555,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,187,156 |
Value of total assets at end of year | 2021-12-31 | $19,046,279 |
Value of total assets at beginning of year | 2021-12-31 | $17,250,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,212 |
Total interest from all sources | 2021-12-31 | $3,187 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $298,790 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $298,790 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $610,461 |
Participant contributions at end of year | 2021-12-31 | $73,871 |
Participant contributions at beginning of year | 2021-12-31 | $89,885 |
Participant contributions at end of year | 2021-12-31 | $18,940 |
Participant contributions at beginning of year | 2021-12-31 | $16,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $112 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,795,942 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,046,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,250,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,545,614 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,292,851 |
Interest on participant loans | 2021-12-31 | $3,133 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $96,254 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $538,384 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $538,384 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $54 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,873,158 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $576,583 |
Employer contributions (assets) at end of year | 2021-12-31 | $311,600 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $312,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,555,137 |
Contract administrator fees | 2021-12-31 | $11,212 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RKL, LLP |
Accountancy firm EIN | 2021-12-31 | 232108173 |
2020 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,343,009 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $452,950 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $442,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,182,050 |
Value of total assets at end of year | 2020-12-31 | $17,250,337 |
Value of total assets at beginning of year | 2020-12-31 | $14,360,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,217 |
Total interest from all sources | 2020-12-31 | $8,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $225,613 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $225,613 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $573,475 |
Participant contributions at end of year | 2020-12-31 | $89,885 |
Participant contributions at beginning of year | 2020-12-31 | $119,881 |
Participant contributions at end of year | 2020-12-31 | $16,543 |
Participant contributions at beginning of year | 2020-12-31 | $23,525 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $40,611 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,890,059 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,250,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,360,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,292,851 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,440,974 |
Interest on participant loans | 2020-12-31 | $5,264 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $538,384 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $499,331 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $499,331 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,839 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,927,243 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $567,964 |
Employer contributions (assets) at end of year | 2020-12-31 | $312,674 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $276,567 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $442,733 |
Contract administrator fees | 2020-12-31 | $10,217 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | RKL, LLP |
Accountancy firm EIN | 2020-12-31 | 232108173 |
2019 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,884,462 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,650,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,638,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,063,184 |
Value of total assets at end of year | 2019-12-31 | $14,360,278 |
Value of total assets at beginning of year | 2019-12-31 | $13,126,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $12,214 |
Total interest from all sources | 2019-12-31 | $17,551 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $270,151 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $270,151 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $547,209 |
Participant contributions at end of year | 2019-12-31 | $119,881 |
Participant contributions at beginning of year | 2019-12-31 | $111,002 |
Participant contributions at end of year | 2019-12-31 | $23,525 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,233,951 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,360,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,126,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,440,974 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,267,870 |
Interest on participant loans | 2019-12-31 | $6,333 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $499,331 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $492,814 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $492,814 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $11,218 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,533,576 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $515,975 |
Employer contributions (assets) at end of year | 2019-12-31 | $276,567 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $254,641 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,638,297 |
Contract administrator fees | 2019-12-31 | $12,214 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RKL, LLP |
Accountancy firm EIN | 2019-12-31 | 232108173 |
2018 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,134,478 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $833,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $823,805 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,968,523 |
Value of total assets at end of year | 2018-12-31 | $13,126,327 |
Value of total assets at beginning of year | 2018-12-31 | $12,825,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,160 |
Total interest from all sources | 2018-12-31 | $10,704 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $247,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $247,246 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $553,341 |
Participant contributions at end of year | 2018-12-31 | $111,002 |
Participant contributions at beginning of year | 2018-12-31 | $74,604 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $905,663 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $300,513 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,126,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,825,814 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,267,870 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,429,333 |
Interest on participant loans | 2018-12-31 | $3,652 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $492,814 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $64,059 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $64,059 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $7,052 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,091,995 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $509,519 |
Employer contributions (assets) at end of year | 2018-12-31 | $254,641 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $257,818 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $823,805 |
Contract administrator fees | 2018-12-31 | $10,160 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | RKL, LLP |
Accountancy firm EIN | 2018-12-31 | 232108173 |
2012 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,433,556 |
Expenses. Total of all expenses incurred | 2012-12-31 | $271,922 |
Benefits paid (including direct rollovers) | 2012-12-31 | $271,387 |
Total plan assets at end of year | 2012-12-31 | $5,736,503 |
Total plan assets at beginning of year | 2012-12-31 | $4,574,869 |
Value of fidelity bond covering the plan | 2012-12-31 | $9,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $448,592 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $97,667 |
Other income received | 2012-12-31 | $660,137 |
Net income (gross income less expenses) | 2012-12-31 | $1,161,634 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,736,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,574,869 |
Assets. Value of participant loans | 2012-12-31 | $73,085 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $227,160 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $535 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $477,864 |
Expenses. Total of all expenses incurred | 2011-12-31 | $56,406 |
Benefits paid (including direct rollovers) | 2011-12-31 | $55,845 |
Total plan assets at end of year | 2011-12-31 | $4,574,869 |
Total plan assets at beginning of year | 2011-12-31 | $4,153,411 |
Value of fidelity bond covering the plan | 2011-12-31 | $9,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $419,900 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $5,709 |
Other income received | 2011-12-31 | $-148,330 |
Net income (gross income less expenses) | 2011-12-31 | $421,458 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,574,869 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,153,411 |
Assets. Value of participant loans | 2011-12-31 | $45,087 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $200,585 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $561 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,109,804 |
Expenses. Total of all expenses incurred | 2010-12-31 | $83,281 |
Benefits paid (including direct rollovers) | 2010-12-31 | $82,851 |
Total plan assets at end of year | 2010-12-31 | $4,153,411 |
Total plan assets at beginning of year | 2010-12-31 | $3,126,888 |
Value of fidelity bond covering the plan | 2010-12-31 | $9,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $383,898 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $23,958 |
Other income received | 2010-12-31 | $519,426 |
Net income (gross income less expenses) | 2010-12-31 | $1,026,523 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,153,411 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,126,888 |
Assets. Value of participant loans | 2010-12-31 | $49,463 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $182,522 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $430 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |