401k Plan data: COPOCO CREDIT UNION 401(K) PLAN plan

COPOCO CREDIT UNION 401(K) PLAN 401k Plan overview

Plan Name	COPOCO CREDIT UNION 401(K) PLAN
Plan identification number	001

COPOCO CREDIT UNION 401(K) PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
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

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

Company Name: COPOCO CREDIT UNION

Employer identification number (EIN): 381435020

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COPOCO CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01 DOREEN SMITH 2024-01-30
001 2022-01-01
001 2021-06-01 DOREEN SMITH 2023-03-08
001 2021-01-01
001 2020-06-01 LINDA DOAN 2021-10-18
001 2020-01-01
001 2019-06-01 LINDA DOAN 2020-12-23
001 2018-06-01 LINDA DOAN 2020-02-19
001 2018-01-01
001 2017-06-01 LINDA DOAN 2019-03-05
001 2017-01-01
001 2016-06-01 LINDA DOAN 2018-03-01
001 2016-01-01 LINDA L. DOAN 2017-02-23
001 2015-06-01 LINDA DOAN 2017-01-18
001 2015-01-01 LINDA L. DOAN 2016-05-16 LINDA L. DOAN 2016-05-16
001 2014-06-01 LINDA DOAN 2015-12-11
001 2014-01-01 LINDA L. DOAN 2015-02-19
001 2013-06-01 LINDA DOAN 2015-01-28
001 2013-01-01 LINDA L. DOAN 2014-02-28
001 2012-06-01 LINDA DOAN 2014-01-02
001 2012-01-01 LINDA L. DOAN 2013-04-26 LINDA L DOAN 2013-04-26
001 2011-06-01 LINDA DOAN 2013-03-07
001 2011-01-01 LINDA L. DOAN 2012-03-06
001 2010-06-01 LINDA L. DOAN 2011-12-22 LINDA L. DOAN 2011-12-22
001 2010-01-01 LINDA L. DOAN 2011-02-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-06-01	DOREEN SMITH	2024-01-30
001	2022-01-01
001	2021-06-01	DOREEN SMITH	2023-03-08
001	2021-01-01
001	2020-06-01	LINDA DOAN	2021-10-18
001	2020-01-01
001	2019-06-01	LINDA DOAN	2020-12-23
001	2018-06-01	LINDA DOAN	2020-02-19
001	2018-01-01
001	2017-06-01	LINDA DOAN	2019-03-05
001	2017-01-01
001	2016-06-01	LINDA DOAN	2018-03-01
001	2016-01-01	LINDA L. DOAN	2017-02-23
001	2015-06-01	LINDA DOAN	2017-01-18
001	2015-01-01	LINDA L. DOAN	2016-05-16	LINDA L. DOAN	2016-05-16
001	2014-06-01	LINDA DOAN	2015-12-11
001	2014-01-01	LINDA L. DOAN	2015-02-19
001	2013-06-01	LINDA DOAN	2015-01-28
001	2013-01-01	LINDA L. DOAN	2014-02-28
001	2012-06-01	LINDA DOAN	2014-01-02
001	2012-01-01	LINDA L. DOAN	2013-04-26	LINDA L DOAN	2013-04-26
001	2011-06-01	LINDA DOAN	2013-03-07
001	2011-01-01	LINDA L. DOAN	2012-03-06
001	2010-06-01	LINDA L. DOAN	2011-12-22	LINDA L. DOAN	2011-12-22
001	2010-01-01	LINDA L. DOAN	2011-02-14

Plan Statistics for COPOCO CREDIT UNION 401(K) PLAN

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

Measure Date Value
2023: COPOCO CREDIT UNION 401(K) PLAN 2023 401k membership
Market value of plan assets 2023-05-31 3,881,890
Acturial value of plan assets 2023-05-31 3,881,890
Funding target for retired participants and beneficiaries receiving payment 2023-05-31 0
Number of terminated vested participants 2023-05-31 8
Fundng target for terminated vested participants 2023-05-31 1,747,979
Active participant vested funding target 2023-05-31 1,291,086
Number of active participants 2023-05-31 24
Total funding liabilities for active participants 2023-05-31 1,339,865
Total participant count 2023-05-31 32
Total funding target for all participants 2023-05-31 3,087,844
Balance at beginning of prior year after applicable adjustments 2023-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-05-31 0
Prefunding balanced used to offset prior years funding requirement 2023-05-31 0
Amount remaining of carryover balance 2023-05-31 0
Amount remaining of prefunding balance 2023-05-31 0
Present value of excess contributions 2023-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-05-31 0
Reductions in caryover balances due to elections or deemed elections 2023-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-05-31 0
Balance of carryovers at beginning of current year 2023-05-31 0
Balance of prefunding at beginning of current year 2023-05-31 0
Total employer contributions 2023-05-31 0
Total employee contributions 2023-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-05-31 0
Unpaid minimum required contributions for all prior years 2023-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-05-31 0
Remaining amount of unpaid minimum required contributions 2023-05-31 0
Minimum required contributions for current year target normal cost 2023-05-31 150,642
Net shortfall amortization installment of oustanding balance 2023-05-31 0
Waiver amortization installment 2023-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-05-31 0
Carryover balance elected to use to offset funding requirement 2023-05-31 0
Prefunding balance elected to use to offset funding requirement 2023-05-31 0
Additional cash requirement 2023-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-05-31 0
Unpaid minimum required contributions for current year 2023-05-31 0
Unpaid minimum required contributions for all years 2023-05-31 0
2022: COPOCO CREDIT UNION 401(K) PLAN 2022 401k membership
Market value of plan assets 2022-05-31 4,326,753
Acturial value of plan assets 2022-05-31 4,326,753
Funding target for retired participants and beneficiaries receiving payment 2022-05-31 0
Number of terminated vested participants 2022-05-31 4
Fundng target for terminated vested participants 2022-05-31 514,506
Active participant vested funding target 2022-05-31 2,386,866
Number of active participants 2022-05-31 34
Total funding liabilities for active participants 2022-05-31 2,430,489
Total participant count 2022-05-31 38
Total funding target for all participants 2022-05-31 2,944,995
Balance at beginning of prior year after applicable adjustments 2022-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-05-31 0
Prefunding balanced used to offset prior years funding requirement 2022-05-31 0
Amount remaining of carryover balance 2022-05-31 0
Amount remaining of prefunding balance 2022-05-31 0
Present value of excess contributions 2022-05-31 470,641
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-05-31 494,973
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-05-31 0
Reductions in caryover balances due to elections or deemed elections 2022-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-05-31 0
Balance of carryovers at beginning of current year 2022-05-31 0
Balance of prefunding at beginning of current year 2022-05-31 0
Total employer contributions 2022-05-31 0
Total employee contributions 2022-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-05-31 0
Unpaid minimum required contributions for all prior years 2022-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-05-31 0
Remaining amount of unpaid minimum required contributions 2022-05-31 0
Minimum required contributions for current year target normal cost 2022-05-31 158,259
Net shortfall amortization installment of oustanding balance 2022-05-31 0
Waiver amortization installment 2022-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-05-31 0
Carryover balance elected to use to offset funding requirement 2022-05-31 0
Prefunding balance elected to use to offset funding requirement 2022-05-31 0
Additional cash requirement 2022-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for all years 2022-05-31 0
2021: COPOCO CREDIT UNION 401(K) PLAN 2021 401k membership
Market value of plan assets 2021-05-31 3,936,002
Acturial value of plan assets 2021-05-31 3,936,002
Funding target for retired participants and beneficiaries receiving payment 2021-05-31 0
Number of terminated vested participants 2021-05-31 7
Fundng target for terminated vested participants 2021-05-31 674,809
Active participant vested funding target 2021-05-31 2,166,089
Number of active participants 2021-05-31 31
Total funding liabilities for active participants 2021-05-31 2,207,533
Total participant count 2021-05-31 38
Total funding target for all participants 2021-05-31 2,882,342
Balance at beginning of prior year after applicable adjustments 2021-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-05-31 0
Prefunding balanced used to offset prior years funding requirement 2021-05-31 0
Amount remaining of carryover balance 2021-05-31 0
Amount remaining of prefunding balance 2021-05-31 0
Present value of excess contributions 2021-05-31 1,175,306
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-05-31 1,237,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-05-31 0
Reductions in caryover balances due to elections or deemed elections 2021-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-05-31 0
Balance of carryovers at beginning of current year 2021-05-31 0
Balance of prefunding at beginning of current year 2021-05-31 0
Total employer contributions 2021-05-31 496,959
Total employee contributions 2021-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-05-31 470,641
Unpaid minimum required contributions for all prior years 2021-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-05-31 0
Remaining amount of unpaid minimum required contributions 2021-05-31 0
Minimum required contributions for current year target normal cost 2021-05-31 148,769
Net shortfall amortization installment of oustanding balance 2021-05-31 0
Waiver amortization installment 2021-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-05-31 0
Carryover balance elected to use to offset funding requirement 2021-05-31 0
Prefunding balance elected to use to offset funding requirement 2021-05-31 0
Additional cash requirement 2021-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-05-31 470,641
Unpaid minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for all years 2021-05-31 0
2020: COPOCO CREDIT UNION 401(K) PLAN 2020 401k membership
Market value of plan assets 2020-05-31 2,907,857
Acturial value of plan assets 2020-05-31 2,907,857
Funding target for retired participants and beneficiaries receiving payment 2020-05-31 0
Number of terminated vested participants 2020-05-31 8
Fundng target for terminated vested participants 2020-05-31 432,953
Active participant vested funding target 2020-05-31 2,400,625
Number of active participants 2020-05-31 33
Total funding liabilities for active participants 2020-05-31 2,448,423
Total participant count 2020-05-31 41
Total funding target for all participants 2020-05-31 2,881,376
Balance at beginning of prior year after applicable adjustments 2020-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-05-31 0
Prefunding balanced used to offset prior years funding requirement 2020-05-31 0
Amount remaining of carryover balance 2020-05-31 0
Amount remaining of prefunding balance 2020-05-31 0
Present value of excess contributions 2020-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-05-31 0
Reductions in caryover balances due to elections or deemed elections 2020-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-05-31 0
Balance of carryovers at beginning of current year 2020-05-31 0
Balance of prefunding at beginning of current year 2020-05-31 0
Total employer contributions 2020-05-31 1,347,661
Total employee contributions 2020-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-05-31 1,274,136
Unpaid minimum required contributions for all prior years 2020-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-05-31 0
Remaining amount of unpaid minimum required contributions 2020-05-31 0
Minimum required contributions for current year target normal cost 2020-05-31 125,311
Net shortfall amortization installment of oustanding balance 2020-05-31 0
Waiver amortization installment 2020-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-05-31 98,830
Carryover balance elected to use to offset funding requirement 2020-05-31 0
Prefunding balance elected to use to offset funding requirement 2020-05-31 0
Additional cash requirement 2020-05-31 98,830
Contributions allocatedtoward minimum required contributions for current year 2020-05-31 1,274,136
Unpaid minimum required contributions for current year 2020-05-31 0
Unpaid minimum required contributions for all years 2020-05-31 0
2019: COPOCO CREDIT UNION 401(K) PLAN 2019 401k membership
Market value of plan assets 2019-05-31 2,927,025
Acturial value of plan assets 2019-05-31 2,927,025
Funding target for retired participants and beneficiaries receiving payment 2019-05-31 0
Number of terminated vested participants 2019-05-31 7
Fundng target for terminated vested participants 2019-05-31 104,835
Active participant vested funding target 2019-05-31 2,289,588
Number of active participants 2019-05-31 36
Total funding liabilities for active participants 2019-05-31 2,349,766
Total participant count 2019-05-31 43
Total funding target for all participants 2019-05-31 2,454,601
Balance at beginning of prior year after applicable adjustments 2019-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-05-31 0
Prefunding balanced used to offset prior years funding requirement 2019-05-31 0
Amount remaining of carryover balance 2019-05-31 0
Amount remaining of prefunding balance 2019-05-31 0
Present value of excess contributions 2019-05-31 213,154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-05-31 225,176
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-05-31 0
Reductions in caryover balances due to elections or deemed elections 2019-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-05-31 0
Balance of carryovers at beginning of current year 2019-05-31 0
Balance of prefunding at beginning of current year 2019-05-31 0
Total employer contributions 2019-05-31 0
Total employee contributions 2019-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-05-31 0
Unpaid minimum required contributions for all prior years 2019-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-05-31 0
Remaining amount of unpaid minimum required contributions 2019-05-31 0
Minimum required contributions for current year target normal cost 2019-05-31 141,924
Net shortfall amortization installment of oustanding balance 2019-05-31 0
Waiver amortization installment 2019-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-05-31 0
Carryover balance elected to use to offset funding requirement 2019-05-31 0
Prefunding balance elected to use to offset funding requirement 2019-05-31 0
Additional cash requirement 2019-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for all years 2019-05-31 0
2018: COPOCO CREDIT UNION 401(K) PLAN 2018 401k membership
Market value of plan assets 2018-05-31 3,076,974
Acturial value of plan assets 2018-05-31 3,076,974
Funding target for retired participants and beneficiaries receiving payment 2018-05-31 0
Number of terminated vested participants 2018-05-31 7
Fundng target for terminated vested participants 2018-05-31 508,359
Active participant vested funding target 2018-05-31 1,945,391
Number of active participants 2018-05-31 35
Total funding liabilities for active participants 2018-05-31 1,983,565
Total participant count 2018-05-31 42
Total funding target for all participants 2018-05-31 2,491,924
Balance at beginning of prior year after applicable adjustments 2018-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-05-31 0
Prefunding balanced used to offset prior years funding requirement 2018-05-31 0
Amount remaining of carryover balance 2018-05-31 0
Amount remaining of prefunding balance 2018-05-31 0
Present value of excess contributions 2018-05-31 305,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-05-31 323,495
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-05-31 0
Reductions in caryover balances due to elections or deemed elections 2018-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-05-31 0
Balance of carryovers at beginning of current year 2018-05-31 0
Balance of prefunding at beginning of current year 2018-05-31 0
Total employer contributions 2018-05-31 233,518
Total employee contributions 2018-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-05-31 213,154
Unpaid minimum required contributions for all prior years 2018-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-05-31 0
Remaining amount of unpaid minimum required contributions 2018-05-31 0
Minimum required contributions for current year target normal cost 2018-05-31 126,839
Net shortfall amortization installment of oustanding balance 2018-05-31 0
Waiver amortization installment 2018-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-05-31 0
Carryover balance elected to use to offset funding requirement 2018-05-31 0
Prefunding balance elected to use to offset funding requirement 2018-05-31 0
Additional cash requirement 2018-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-05-31 213,154
Unpaid minimum required contributions for current year 2018-05-31 0
Unpaid minimum required contributions for all years 2018-05-31 0
2017: COPOCO CREDIT UNION 401(K) PLAN 2017 401k membership
Market value of plan assets 2017-05-31 2,740,459
Acturial value of plan assets 2017-05-31 2,740,459
Funding target for retired participants and beneficiaries receiving payment 2017-05-31 0
Number of terminated vested participants 2017-05-31 6
Fundng target for terminated vested participants 2017-05-31 88,862
Active participant vested funding target 2017-05-31 1,958,012
Number of active participants 2017-05-31 34
Total funding liabilities for active participants 2017-05-31 2,012,736
Total participant count 2017-05-31 40
Total funding target for all participants 2017-05-31 2,101,598
Balance at beginning of prior year after applicable adjustments 2017-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-05-31 0
Prefunding balanced used to offset prior years funding requirement 2017-05-31 0
Amount remaining of carryover balance 2017-05-31 0
Amount remaining of prefunding balance 2017-05-31 0
Present value of excess contributions 2017-05-31 308,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-05-31 327,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-05-31 0
Reductions in caryover balances due to elections or deemed elections 2017-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-05-31 0
Balance of carryovers at beginning of current year 2017-05-31 0
Balance of prefunding at beginning of current year 2017-05-31 0
Total employer contributions 2017-05-31 335,973
Total employee contributions 2017-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-05-31 305,616
Unpaid minimum required contributions for all prior years 2017-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-05-31 0
Remaining amount of unpaid minimum required contributions 2017-05-31 0
Minimum required contributions for current year target normal cost 2017-05-31 132,352
Net shortfall amortization installment of oustanding balance 2017-05-31 0
Waiver amortization installment 2017-05-31 0
Waived amount of outstanding balance 2017-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-05-31 0
Carryover balance elected to use to offset funding requirement 2017-05-31 0
Prefunding balance elected to use to offset funding requirement 2017-05-31 0
Additional cash requirement 2017-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-05-31 305,616
Unpaid minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for all years 2017-05-31 0

Measure	Date	Value
2023: COPOCO CREDIT UNION 401(K) PLAN 2023 401k membership
Market value of plan assets	2023-05-31	3,881,890
Acturial value of plan assets	2023-05-31	3,881,890
Funding target for retired participants and beneficiaries receiving payment	2023-05-31	0
Number of terminated vested participants	2023-05-31	8
Fundng target for terminated vested participants	2023-05-31	1,747,979
Active participant vested funding target	2023-05-31	1,291,086
Number of active participants	2023-05-31	24
Total funding liabilities for active participants	2023-05-31	1,339,865
Total participant count	2023-05-31	32
Total funding target for all participants	2023-05-31	3,087,844
Balance at beginning of prior year after applicable adjustments	2023-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-05-31	0
Prefunding balanced used to offset prior years funding requirement	2023-05-31	0
Amount remaining of carryover balance	2023-05-31	0
Amount remaining of prefunding balance	2023-05-31	0
Present value of excess contributions	2023-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-05-31	0
Reductions in caryover balances due to elections or deemed elections	2023-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-05-31	0
Balance of carryovers at beginning of current year	2023-05-31	0
Balance of prefunding at beginning of current year	2023-05-31	0
Total employer contributions	2023-05-31	0
Total employee contributions	2023-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-05-31	0
Unpaid minimum required contributions for all prior years	2023-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-05-31	0
Remaining amount of unpaid minimum required contributions	2023-05-31	0
Minimum required contributions for current year target normal cost	2023-05-31	150,642
Net shortfall amortization installment of oustanding balance	2023-05-31	0
Waiver amortization installment	2023-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-05-31	0
Carryover balance elected to use to offset funding requirement	2023-05-31	0
Prefunding balance elected to use to offset funding requirement	2023-05-31	0
Additional cash requirement	2023-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-05-31	0
Unpaid minimum required contributions for current year	2023-05-31	0
Unpaid minimum required contributions for all years	2023-05-31	0
2022: COPOCO CREDIT UNION 401(K) PLAN 2022 401k membership
Market value of plan assets	2022-05-31	4,326,753
Acturial value of plan assets	2022-05-31	4,326,753
Funding target for retired participants and beneficiaries receiving payment	2022-05-31	0
Number of terminated vested participants	2022-05-31	4
Fundng target for terminated vested participants	2022-05-31	514,506
Active participant vested funding target	2022-05-31	2,386,866
Number of active participants	2022-05-31	34
Total funding liabilities for active participants	2022-05-31	2,430,489
Total participant count	2022-05-31	38
Total funding target for all participants	2022-05-31	2,944,995
Balance at beginning of prior year after applicable adjustments	2022-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-05-31	0
Prefunding balanced used to offset prior years funding requirement	2022-05-31	0
Amount remaining of carryover balance	2022-05-31	0
Amount remaining of prefunding balance	2022-05-31	0
Present value of excess contributions	2022-05-31	470,641
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-05-31	494,973
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-05-31	0
Reductions in caryover balances due to elections or deemed elections	2022-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-05-31	0
Balance of carryovers at beginning of current year	2022-05-31	0
Balance of prefunding at beginning of current year	2022-05-31	0
Total employer contributions	2022-05-31	0
Total employee contributions	2022-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-05-31	0
Unpaid minimum required contributions for all prior years	2022-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-05-31	0
Remaining amount of unpaid minimum required contributions	2022-05-31	0
Minimum required contributions for current year target normal cost	2022-05-31	158,259
Net shortfall amortization installment of oustanding balance	2022-05-31	0
Waiver amortization installment	2022-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-05-31	0
Carryover balance elected to use to offset funding requirement	2022-05-31	0
Prefunding balance elected to use to offset funding requirement	2022-05-31	0
Additional cash requirement	2022-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for all years	2022-05-31	0
2021: COPOCO CREDIT UNION 401(K) PLAN 2021 401k membership
Market value of plan assets	2021-05-31	3,936,002
Acturial value of plan assets	2021-05-31	3,936,002
Funding target for retired participants and beneficiaries receiving payment	2021-05-31	0
Number of terminated vested participants	2021-05-31	7
Fundng target for terminated vested participants	2021-05-31	674,809
Active participant vested funding target	2021-05-31	2,166,089
Number of active participants	2021-05-31	31
Total funding liabilities for active participants	2021-05-31	2,207,533
Total participant count	2021-05-31	38
Total funding target for all participants	2021-05-31	2,882,342
Balance at beginning of prior year after applicable adjustments	2021-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-05-31	0
Prefunding balanced used to offset prior years funding requirement	2021-05-31	0
Amount remaining of carryover balance	2021-05-31	0
Amount remaining of prefunding balance	2021-05-31	0
Present value of excess contributions	2021-05-31	1,175,306
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-05-31	1,237,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-05-31	0
Reductions in caryover balances due to elections or deemed elections	2021-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-05-31	0
Balance of carryovers at beginning of current year	2021-05-31	0
Balance of prefunding at beginning of current year	2021-05-31	0
Total employer contributions	2021-05-31	496,959
Total employee contributions	2021-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-05-31	470,641
Unpaid minimum required contributions for all prior years	2021-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-05-31	0
Remaining amount of unpaid minimum required contributions	2021-05-31	0
Minimum required contributions for current year target normal cost	2021-05-31	148,769
Net shortfall amortization installment of oustanding balance	2021-05-31	0
Waiver amortization installment	2021-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-05-31	0
Carryover balance elected to use to offset funding requirement	2021-05-31	0
Prefunding balance elected to use to offset funding requirement	2021-05-31	0
Additional cash requirement	2021-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-05-31	470,641
Unpaid minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for all years	2021-05-31	0
2020: COPOCO CREDIT UNION 401(K) PLAN 2020 401k membership
Market value of plan assets	2020-05-31	2,907,857
Acturial value of plan assets	2020-05-31	2,907,857
Funding target for retired participants and beneficiaries receiving payment	2020-05-31	0
Number of terminated vested participants	2020-05-31	8
Fundng target for terminated vested participants	2020-05-31	432,953
Active participant vested funding target	2020-05-31	2,400,625
Number of active participants	2020-05-31	33
Total funding liabilities for active participants	2020-05-31	2,448,423
Total participant count	2020-05-31	41
Total funding target for all participants	2020-05-31	2,881,376
Balance at beginning of prior year after applicable adjustments	2020-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-05-31	0
Prefunding balanced used to offset prior years funding requirement	2020-05-31	0
Amount remaining of carryover balance	2020-05-31	0
Amount remaining of prefunding balance	2020-05-31	0
Present value of excess contributions	2020-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-05-31	0
Reductions in caryover balances due to elections or deemed elections	2020-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-05-31	0
Balance of carryovers at beginning of current year	2020-05-31	0
Balance of prefunding at beginning of current year	2020-05-31	0
Total employer contributions	2020-05-31	1,347,661
Total employee contributions	2020-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-05-31	1,274,136
Unpaid minimum required contributions for all prior years	2020-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-05-31	0
Remaining amount of unpaid minimum required contributions	2020-05-31	0
Minimum required contributions for current year target normal cost	2020-05-31	125,311
Net shortfall amortization installment of oustanding balance	2020-05-31	0
Waiver amortization installment	2020-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-05-31	98,830
Carryover balance elected to use to offset funding requirement	2020-05-31	0
Prefunding balance elected to use to offset funding requirement	2020-05-31	0
Additional cash requirement	2020-05-31	98,830
Contributions allocatedtoward minimum required contributions for current year	2020-05-31	1,274,136
Unpaid minimum required contributions for current year	2020-05-31	0
Unpaid minimum required contributions for all years	2020-05-31	0
2019: COPOCO CREDIT UNION 401(K) PLAN 2019 401k membership
Market value of plan assets	2019-05-31	2,927,025
Acturial value of plan assets	2019-05-31	2,927,025
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	0
Number of terminated vested participants	2019-05-31	7
Fundng target for terminated vested participants	2019-05-31	104,835
Active participant vested funding target	2019-05-31	2,289,588
Number of active participants	2019-05-31	36
Total funding liabilities for active participants	2019-05-31	2,349,766
Total participant count	2019-05-31	43
Total funding target for all participants	2019-05-31	2,454,601
Balance at beginning of prior year after applicable adjustments	2019-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	0
Amount remaining of prefunding balance	2019-05-31	0
Present value of excess contributions	2019-05-31	213,154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	225,176
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	0
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	0
Balance of prefunding at beginning of current year	2019-05-31	0
Total employer contributions	2019-05-31	0
Total employee contributions	2019-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	0
Unpaid minimum required contributions for all prior years	2019-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	141,924
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	0
Carryover balance elected to use to offset funding requirement	2019-05-31	0
Prefunding balance elected to use to offset funding requirement	2019-05-31	0
Additional cash requirement	2019-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: COPOCO CREDIT UNION 401(K) PLAN 2018 401k membership
Market value of plan assets	2018-05-31	3,076,974
Acturial value of plan assets	2018-05-31	3,076,974
Funding target for retired participants and beneficiaries receiving payment	2018-05-31	0
Number of terminated vested participants	2018-05-31	7
Fundng target for terminated vested participants	2018-05-31	508,359
Active participant vested funding target	2018-05-31	1,945,391
Number of active participants	2018-05-31	35
Total funding liabilities for active participants	2018-05-31	1,983,565
Total participant count	2018-05-31	42
Total funding target for all participants	2018-05-31	2,491,924
Balance at beginning of prior year after applicable adjustments	2018-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-05-31	0
Prefunding balanced used to offset prior years funding requirement	2018-05-31	0
Amount remaining of carryover balance	2018-05-31	0
Amount remaining of prefunding balance	2018-05-31	0
Present value of excess contributions	2018-05-31	305,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-05-31	323,495
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-05-31	0
Reductions in caryover balances due to elections or deemed elections	2018-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-05-31	0
Balance of carryovers at beginning of current year	2018-05-31	0
Balance of prefunding at beginning of current year	2018-05-31	0
Total employer contributions	2018-05-31	233,518
Total employee contributions	2018-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-05-31	213,154
Unpaid minimum required contributions for all prior years	2018-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-05-31	0
Remaining amount of unpaid minimum required contributions	2018-05-31	0
Minimum required contributions for current year target normal cost	2018-05-31	126,839
Net shortfall amortization installment of oustanding balance	2018-05-31	0
Waiver amortization installment	2018-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-05-31	0
Carryover balance elected to use to offset funding requirement	2018-05-31	0
Prefunding balance elected to use to offset funding requirement	2018-05-31	0
Additional cash requirement	2018-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-05-31	213,154
Unpaid minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for all years	2018-05-31	0
2017: COPOCO CREDIT UNION 401(K) PLAN 2017 401k membership
Market value of plan assets	2017-05-31	2,740,459
Acturial value of plan assets	2017-05-31	2,740,459
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	0
Number of terminated vested participants	2017-05-31	6
Fundng target for terminated vested participants	2017-05-31	88,862
Active participant vested funding target	2017-05-31	1,958,012
Number of active participants	2017-05-31	34
Total funding liabilities for active participants	2017-05-31	2,012,736
Total participant count	2017-05-31	40
Total funding target for all participants	2017-05-31	2,101,598
Balance at beginning of prior year after applicable adjustments	2017-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	0
Amount remaining of prefunding balance	2017-05-31	0
Present value of excess contributions	2017-05-31	308,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	327,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	0
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	0
Balance of prefunding at beginning of current year	2017-05-31	0
Total employer contributions	2017-05-31	335,973
Total employee contributions	2017-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	305,616
Unpaid minimum required contributions for all prior years	2017-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	132,352
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Waived amount of outstanding balance	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	0
Carryover balance elected to use to offset funding requirement	2017-05-31	0
Prefunding balance elected to use to offset funding requirement	2017-05-31	0
Additional cash requirement	2017-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	305,616
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0

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Company Name:	COPOCO CREDIT UNION
Employer identification number (EIN):	381435020
NAIC Classification:	522130
NAIC Description:	Credit Unions