401k Plan data: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST plan

OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	004

OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: OMNI COMMUNITY CREDIT UNION

Employer identification number (EIN): 381401260

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2017-01-01 MARK CRAMER
004 2016-01-01 BECKY PULSIPHER
004 2015-01-01 BECKY PULSIPHER
004 2014-01-01 BECKY PULSIPHER
004 2014-01-01 BECKY PULSIPHER
004 2013-01-01 BECKY M PULSIPHER 2014-07-15
004 2012-01-01 BRENDA G SMITH 2013-07-23
004 2011-01-01 BRENDA G SMITH 2012-06-18
004 2010-01-01 BRENDA G SMITH 2011-06-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2017-01-01	MARK CRAMER
004	2016-01-01	BECKY PULSIPHER
004	2015-01-01	BECKY PULSIPHER
004	2014-01-01	BECKY PULSIPHER
004	2014-01-01	BECKY PULSIPHER
004	2013-01-01	BECKY M PULSIPHER	2014-07-15
004	2012-01-01	BRENDA G SMITH	2013-07-23
004	2011-01-01	BRENDA G SMITH	2012-06-18
004	2010-01-01	BRENDA G SMITH	2011-06-03

Plan Statistics for OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2017: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 109
Number of retired or separated participants receiving benefits 2016-01-01 12
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 129
Number of participants with account balances 2016-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 104
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 131
Number of participants with account balances 2015-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 89
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 110
Number of participants with account balances 2014-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4

Measure	Date	Value
2017: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	109
Number of retired or separated participants receiving benefits	2016-01-01	12
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	129
Number of participants with account balances	2016-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	104
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	131
Number of participants with account balances	2015-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	89
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	110
Number of participants with account balances	2014-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4

Financial Data on OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST

Measure	Date	Value
2017 : OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-11-30	$0
Total transfer of assets from this plan	2017-11-30	$8,106,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total income from all sources (including contributions)	2017-11-30	$1,600,637
Total loss/gain on sale of assets	2017-11-30	$0
Total of all expenses incurred	2017-11-30	$119,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-11-30	$82,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-11-30	$549,839
Value of total assets at end of year	2017-11-30	$0
Value of total assets at beginning of year	2017-11-30	$6,625,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-11-30	$36,551
Total interest from all sources	2017-11-30	$7,867
Total dividends received (eg from common stock, registered investment company shares)	2017-11-30	$115,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-11-30	$8,106,985
Total dividends received from registered investment company shares (eg mutual funds)	2017-11-30	$115,585
Was this plan covered by a fidelity bond	2017-11-30	Yes
Value of fidelity bond cover	2017-11-30	$5,000,000
If this is an individual account plan, was there a blackout period	2017-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2017-11-30	No
Contributions received from participants	2017-11-30	$259,158
Participant contributions at end of year	2017-11-30	$0
Participant contributions at beginning of year	2017-11-30	$163,723
Participant contributions at end of year	2017-11-30	$0
Participant contributions at beginning of year	2017-11-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-11-30	$4,490
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-11-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-11-30	$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	2017-11-30	No
Value of net income/loss	2017-11-30	$1,481,124
Value of net assets at end of year (total assets less liabilities)	2017-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-11-30	$6,625,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-11-30	No
Were any leases to which the plan was party in default or uncollectible	2017-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-11-30	$6,305,697
Interest on participant loans	2017-11-30	$6,078
Interest earned on other investments	2017-11-30	$1,789
Value of interest in common/collective trusts at end of year	2017-11-30	$0
Value of interest in common/collective trusts at beginning of year	2017-11-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-11-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-11-30	$124,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-11-30	$927,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-11-30	No
Was there a failure to transmit to the plan any participant contributions	2017-11-30	No
Has the plan failed to provide any benefit when due under the plan	2017-11-30	No
Contributions received in cash from employer	2017-11-30	$286,191
Employer contributions (assets) at end of year	2017-11-30	$0
Employer contributions (assets) at beginning of year	2017-11-30	$31,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-11-30	$82,962
Contract administrator fees	2017-11-30	$36,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-11-30	No
Did the plan have assets held for investment	2017-11-30	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	2017-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-11-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-11-30	Disclaimer
Accountancy firm name	2017-11-30	PLANTE & MORAN, PLLC
Accountancy firm EIN	2017-11-30	381357951
2016 : OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,074,046
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$647,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$610,394
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$559,978
Value of total assets at end of year	2016-12-31	$6,625,861
Value of total assets at beginning of year	2016-12-31	$6,199,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$37,286
Total interest from all sources	2016-12-31	$6,431
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$139,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$139,232
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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
Contributions received from participants	2016-12-31	$226,729
Participant contributions at end of year	2016-12-31	$163,723
Participant contributions at beginning of year	2016-12-31	$131,459
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$3,588
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$23,745
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) 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	$426,366
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,625,861
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,199,495
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	$6,305,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,945,849
Interest on participant loans	2016-12-31	$4,737
Interest earned on other investments	2016-12-31	$1,694
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$124,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$87,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$368,405
Net investment gain or loss from common/collective trusts	2016-12-31	$0
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	$309,504
Employer contributions (assets) at end of year	2016-12-31	$31,766
Employer contributions (assets) at beginning of year	2016-12-31	$30,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$610,394
Contract administrator fees	2016-12-31	$37,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2016-12-31	381357951
2015 : OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 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	$464,270
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$541,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$505,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$489,816
Value of total assets at end of year	2015-12-31	$6,199,495
Value of total assets at beginning of year	2015-12-31	$6,276,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$35,648
Total interest from all sources	2015-12-31	$3,453
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$245,115
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$245,115
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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
Contributions received from participants	2015-12-31	$201,620
Participant contributions at end of year	2015-12-31	$131,459
Participant contributions at beginning of year	2015-12-31	$80,836
Participant contributions at end of year	2015-12-31	$3,588
Participant contributions at beginning of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
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	$3,917
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	$-77,029
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,199,495
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,276,524
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	$5,945,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,095,600
Interest on participant loans	2015-12-31	$3,453
Interest earned on other investments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$87,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$65,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-274,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$288,196
Employer contributions (assets) at end of year	2015-12-31	$30,631
Employer contributions (assets) at beginning of year	2015-12-31	$30,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$505,651
Contract administrator fees	2015-12-31	$35,648
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2015-12-31	381357951
2014 : OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 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	$741,137
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$880,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$853,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$470,074
Value of total assets at end of year	2014-12-31	$6,276,524
Value of total assets at beginning of year	2014-12-31	$6,416,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$27,299
Total interest from all sources	2014-12-31	$18,707
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$133,219
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$133,219
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$198,894
Participant contributions at end of year	2014-12-31	$80,836
Participant contributions at beginning of year	2014-12-31	$88,293
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,312
Total non interest bearing cash at end of year	2014-12-31	$3,917
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	$-139,695
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,276,524
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,416,219
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	$6,095,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,250,699
Interest on participant loans	2014-12-31	$2,794
Interest earned on other investments	2014-12-31	$15,913
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,055,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$65,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$119,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$271,180
Employer contributions (assets) at end of year	2014-12-31	$30,622
Employer contributions (assets) at beginning of year	2014-12-31	$19,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$853,533
Contract administrator fees	2014-12-31	$27,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951

Form 5500 Responses for OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST

2017: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OMNI COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

021-0428-9

Policy instance

Insurance contract or identification number	021-0428-9
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-11-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

021-0428-9

Policy instance

Insurance contract or identification number	021-0428-9
Number of Individuals Covered	131
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

021-0428-9

Policy instance

Insurance contract or identification number	021-0428-9
Number of Individuals Covered	110
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	OMNI COMMUNITY CREDIT UNION
Employer identification number (EIN):	381401260
NAIC Classification:	522130
NAIC Description:	Credit Unions