UNIFY FINANCIAL FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTERN FEDERAL CREDIT UNION PENSION PLAN
Measure | Date | Value |
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2022: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 101,274,810 |
Acturial value of plan assets | 2022-12-31 | 101,274,810 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 7,252,232 |
Number of terminated vested participants | 2022-12-31 | 245 |
Fundng target for terminated vested participants | 2022-12-31 | 6,067,879 |
Active participant vested funding target | 2022-12-31 | 12,517,088 |
Number of active participants | 2022-12-31 | 297 |
Total funding liabilities for active participants | 2022-12-31 | 13,982,546 |
Total participant count | 2022-12-31 | 599 |
Total funding target for all participants | 2022-12-31 | 27,302,657 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 187,712 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 599 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 271 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 254 |
Total of all active and inactive participants | 2022-01-01 | 588 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 5 |
Total participants | 2022-01-01 | 593 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 95,838,177 |
Acturial value of plan assets | 2021-12-31 | 95,838,177 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 8,357,185 |
Number of terminated vested participants | 2021-12-31 | 223 |
Fundng target for terminated vested participants | 2021-12-31 | 6,155,037 |
Active participant vested funding target | 2021-12-31 | 13,275,935 |
Number of active participants | 2021-12-31 | 326 |
Total funding liabilities for active participants | 2021-12-31 | 15,615,160 |
Total participant count | 2021-12-31 | 603 |
Total funding target for all participants | 2021-12-31 | 30,127,382 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 186,858 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 603 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 297 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 243 |
Total of all active and inactive participants | 2021-01-01 | 595 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 599 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 85,718,494 |
Acturial value of plan assets | 2020-12-31 | 85,718,494 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 5,449,935 |
Number of terminated vested participants | 2020-12-31 | 188 |
Fundng target for terminated vested participants | 2020-12-31 | 4,861,433 |
Active participant vested funding target | 2020-12-31 | 14,949,282 |
Number of active participants | 2020-12-31 | 413 |
Total funding liabilities for active participants | 2020-12-31 | 18,272,578 |
Total participant count | 2020-12-31 | 652 |
Total funding target for all participants | 2020-12-31 | 28,583,946 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 189,116 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 652 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 326 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 222 |
Total of all active and inactive participants | 2020-01-01 | 600 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 603 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 34 |
2019: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 70,275,239 |
Acturial value of plan assets | 2019-12-31 | 70,275,239 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 3,781,378 |
Number of terminated vested participants | 2019-12-31 | 168 |
Fundng target for terminated vested participants | 2019-12-31 | 5,136,598 |
Active participant vested funding target | 2019-12-31 | 11,946,977 |
Number of active participants | 2019-12-31 | 490 |
Total funding liabilities for active participants | 2019-12-31 | 15,014,895 |
Total participant count | 2019-12-31 | 705 |
Total funding target for all participants | 2019-12-31 | 23,932,871 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,787,265 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 705 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 413 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 187 |
Total of all active and inactive participants | 2019-01-01 | 649 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 652 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 53 |
2018: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 78,283,165 |
Acturial value of plan assets | 2018-12-31 | 78,283,165 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 3,526,542 |
Number of terminated vested participants | 2018-12-31 | 156 |
Fundng target for terminated vested participants | 2018-12-31 | 4,309,690 |
Active participant vested funding target | 2018-12-31 | 11,853,623 |
Number of active participants | 2018-12-31 | 618 |
Total funding liabilities for active participants | 2018-12-31 | 14,672,991 |
Total participant count | 2018-12-31 | 816 |
Total funding target for all participants | 2018-12-31 | 22,509,223 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 39,149,345 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 41,510,051 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,679,521 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 816 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 490 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 167 |
Total of all active and inactive participants | 2018-01-01 | 703 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 705 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 106 |
2017: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 30,589,353 |
Acturial value of plan assets | 2017-12-31 | 30,589,353 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 3,012,823 |
Number of terminated vested participants | 2017-12-31 | 139 |
Fundng target for terminated vested participants | 2017-12-31 | 3,545,871 |
Active participant vested funding target | 2017-12-31 | 10,435,756 |
Number of active participants | 2017-12-31 | 586 |
Total funding liabilities for active participants | 2017-12-31 | 12,674,195 |
Total participant count | 2017-12-31 | 764 |
Total funding target for all participants | 2017-12-31 | 19,232,889 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,972,601 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 13,090,423 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 1,972,601 |
Amount remaining of prefunding balance | 2017-12-31 | 13,090,423 |
Present value of excess contributions | 2017-12-31 | 44,745 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 47,537 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 47,537 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 2,116,206 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 14,090,943 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 40,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 39,149,345 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,597,788 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 39,149,345 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 764 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 618 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 155 |
Total of all active and inactive participants | 2017-01-01 | 814 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 816 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 102 |
2016: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 29,655,416 |
Acturial value of plan assets | 2016-12-31 | 29,655,416 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 2,839,230 |
Number of terminated vested participants | 2016-12-31 | 137 |
Fundng target for terminated vested participants | 2016-12-31 | 3,509,688 |
Active participant vested funding target | 2016-12-31 | 10,199,901 |
Number of active participants | 2016-12-31 | 496 |
Total funding liabilities for active participants | 2016-12-31 | 11,891,572 |
Total participant count | 2016-12-31 | 668 |
Total funding target for all participants | 2016-12-31 | 18,240,490 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 4,413,907 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 6,435,161 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 4,413,907 |
Amount remaining of prefunding balance | 2016-12-31 | 6,435,161 |
Present value of excess contributions | 2016-12-31 | 6,393,454 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 6,803,914 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 6,803,914 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 2,339,345 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 1,972,601 |
Balance of prefunding at beginning of current year | 2016-12-31 | 13,090,423 |
Total employer contributions | 2016-12-31 | 1,476,274 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,450,859 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,406,114 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,406,114 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 1,406,114 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,450,859 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 668 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 586 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 138 |
Total of all active and inactive participants | 2016-01-01 | 762 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 764 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 81 |
2015: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 623 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 496 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 136 |
Total of all active and inactive participants | 2015-01-01 | 667 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 668 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 97 |
2014: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 585 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 475 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 116 |
Total of all active and inactive participants | 2014-01-01 | 622 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 623 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 76 |
2013: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 554 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 454 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 106 |
Total of all active and inactive participants | 2013-01-01 | 584 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 585 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 63 |
2012: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 492 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 439 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 94 |
Total of all active and inactive participants | 2012-01-01 | 553 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 554 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 40 |
2011: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 449 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 388 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 88 |
Total of all active and inactive participants | 2011-01-01 | 492 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 52 |
2009: WESTERN FEDERAL CREDIT UNION PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 446 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 375 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 62 |
Total of all active and inactive participants | 2009-01-01 | 446 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 446 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 44 |
Measure | Date | Value |
---|
2022 : WESTERN FEDERAL CREDIT UNION PENSION 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 | $-20,451,091 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,116,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,063,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $79,707,027 |
Value of total assets at beginning of year | 2022-12-31 | $101,274,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $52,712 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $9,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,188 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $7 |
Administrative expenses (other) incurred | 2022-12-31 | $52,712 |
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 | $-21,567,784 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $79,707,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $101,274,811 |
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 | $79,078,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $100,583,224 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $626,158 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $691,580 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $691,580 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-20,451,091 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,063,981 |
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 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2021 401k financial data |
---|
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 | $9,023,614 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,586,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,032,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $101,274,811 |
Value of total assets at beginning of year | 2021-12-31 | $95,838,176 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $554,401 |
Total interest from all sources | 2021-12-31 | $86 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $9,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $7 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $554,401 |
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 | $5,436,635 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $101,274,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $95,838,176 |
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 | $100,583,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $94,924,297 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $691,580 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $913,879 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $913,879 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $86 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $9,023,528 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,032,578 |
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 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2020 401k financial data |
---|
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 | $12,983,778 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,864,096 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,380,809 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $95,838,176 |
Value of total assets at beginning of year | 2020-12-31 | $85,718,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $483,287 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $9,000,000 |
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 |
Administrative expenses (other) incurred | 2020-12-31 | $483,287 |
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 | $10,119,682 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $95,838,176 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $85,718,494 |
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 | $94,924,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $85,156,598 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $913,879 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $561,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $561,896 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $12,983,778 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,380,809 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $16,265,532 |
Total income from all sources (including contributions) | 2019-12-31 | $16,265,532 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $822,277 |
Total of all expenses incurred | 2019-12-31 | $822,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $357,854 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $357,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $85,718,494 |
Value of total assets at end of year | 2019-12-31 | $85,718,494 |
Value of total assets at beginning of year | 2019-12-31 | $70,275,239 |
Value of total assets at beginning of year | 2019-12-31 | $70,275,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $464,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $464,423 |
Total interest from all sources | 2019-12-31 | $11,466 |
Total interest from all sources | 2019-12-31 | $11,466 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $9,000,000 |
Value of fidelity bond cover | 2019-12-31 | $9,000,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $464,423 |
Administrative expenses (other) incurred | 2019-12-31 | $464,423 |
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 |
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 | $15,443,255 |
Value of net income/loss | 2019-12-31 | $15,443,255 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $85,718,494 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $85,718,494 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $70,275,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $70,275,239 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $85,156,598 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $85,156,598 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $69,765,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $69,765,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $561,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $561,896 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $509,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $509,835 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $509,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $509,835 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $11,466 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $11,466 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $16,254,066 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $16,254,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $357,854 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $357,854 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2019-12-31 | 410746749 |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2018 401k financial data |
---|
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 | $-4,859,078 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,148,848 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,988,135 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $70,275,239 |
Value of total assets at beginning of year | 2018-12-31 | $78,283,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $160,713 |
Total interest from all sources | 2018-12-31 | $11,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $9,000,000 |
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 |
Administrative expenses (other) incurred | 2018-12-31 | $160,713 |
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 | $-8,007,926 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $70,275,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $78,283,165 |
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 | $69,765,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $77,642,374 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $509,835 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $640,791 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $640,791 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $11,395 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,870,473 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,988,135 |
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 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $49,455,171 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,761,359 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,759,467 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $40,000,000 |
Value of total assets at end of year | 2017-12-31 | $78,283,165 |
Value of total assets at beginning of year | 2017-12-31 | $30,589,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,892 |
Total interest from all sources | 2017-12-31 | $4,975 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $9,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $1,892 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $47,693,812 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $78,283,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,589,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $77,642,374 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $30,230,834 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $640,791 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $358,519 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $358,519 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,975 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $9,450,196 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $40,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,759,467 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $1,009,669 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,009,669 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,612,591 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,678,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,638,299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,476,274 |
Value of total assets at end of year | 2016-12-31 | $30,589,353 |
Value of total assets at beginning of year | 2016-12-31 | $29,655,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40,355 |
Total interest from all sources | 2016-12-31 | $541,017 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $40,355 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $9,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other income not declared elsewhere | 2016-12-31 | $54,710 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $933,937 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $30,589,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $29,655,416 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $30,230,834 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $29,365,868 |
Interest earned on other investments | 2016-12-31 | $482,584 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $358,519 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $289,548 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $289,548 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $58,433 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $530,921 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,476,274 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,638,299 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $7,273,485 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,904,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,854,287 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,903,656 |
Value of total assets at end of year | 2015-12-31 | $29,655,416 |
Value of total assets at beginning of year | 2015-12-31 | $24,286,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $49,806 |
Total interest from all sources | 2015-12-31 | $90 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $816,527 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $49,806 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $9,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $5,369,392 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $29,655,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $24,286,024 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $29,365,868 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,987,380 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $289,548 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $298,320 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $298,320 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $90 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,446,788 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $7,903,656 |
Income. Dividends from common stock | 2015-12-31 | $816,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,854,287 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,625,475 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $729,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $712,422 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,695,539 |
Value of total assets at end of year | 2014-12-31 | $24,286,024 |
Value of total assets at beginning of year | 2014-12-31 | $19,390,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $17,204 |
Total interest from all sources | 2014-12-31 | $80 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $651,660 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $651,660 |
Administrative expenses professional fees incurred | 2014-12-31 | $17,204 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $9,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Total non interest bearing cash at end of year | 2014-12-31 | $324 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,895,849 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $24,286,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,390,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,987,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $19,376,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $298,320 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $13,720 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $13,720 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $80 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $278,196 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,695,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $712,422 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,285,677 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $686,801 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $686,801 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,800,000 |
Value of total assets at end of year | 2013-12-31 | $19,390,175 |
Value of total assets at beginning of year | 2013-12-31 | $17,791,299 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $686 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $251,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $251,532 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $9,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,598,876 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,390,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,791,299 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $19,376,455 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $15,024,717 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $13,720 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,766,582 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,766,582 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $686 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $233,459 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $686,801 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $47,811 |
Total income from all sources (including contributions) | 2012-12-31 | $2,265,926 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $404,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $404,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,400,000 |
Value of total assets at end of year | 2012-12-31 | $17,791,299 |
Value of total assets at beginning of year | 2012-12-31 | $15,978,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $517 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $363,186 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $363,186 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $9,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,860,991 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,791,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,930,308 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $15,024,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,487,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,766,582 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,491,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,491,063 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $517 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $502,223 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $404,935 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $47,811 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $47,811 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,927,913 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $602,624 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $602,624 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,400,000 |
Value of total assets at end of year | 2011-12-31 | $15,978,119 |
Value of total assets at beginning of year | 2011-12-31 | $14,605,019 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $684 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $340,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $340,461 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $9,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,325,289 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $15,930,308 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,605,019 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,487,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,251,531 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,491,063 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,353,488 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,353,488 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $684 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $186,768 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $602,624 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $47,811 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : WESTERN FEDERAL CREDIT UNION PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $2,436,518 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,761,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,761,756 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,400,000 |
Value of total assets at end of year | 2010-12-31 | $14,605,019 |
Value of total assets at beginning of year | 2010-12-31 | $13,930,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $3,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $305,901 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $305,901 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $9,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $674,762 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $14,605,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,930,257 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,251,531 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,644,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,353,488 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,285,396 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,285,396 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3,442 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $727,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,761,756 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $8,545,380 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $8,545,380 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCGLADREY & PULLEN LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2009 : WESTERN FEDERAL CREDIT UNION PENSION 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 |