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

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

Plan Name	KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	001

KELLOGG COMMUNITY FEDERAL 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

KELLOGG COMMUNITY FCU has sponsored the creation of one or more 401k plans.

Company Name: KELLOGG COMMUNITY FCU

Employer identification number (EIN): 386060726

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLOGG COMMUNITY FEDERAL 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
001 2019-01-01
001 2017-01-01 AMBER SWAIN
001 2016-01-01 AMBER SWAIN
001 2015-01-01 AMBER SWAIN
001 2014-01-01 AMBER SWAIN
001 2013-01-01 WENDY BALLAST 2014-07-15
001 2012-01-01 WENDY BALLAST 2013-08-23
001 2011-01-01 LINDSAY LAND 2012-07-30 LINDSAY LAND 2012-07-30
001 2010-01-01 LINDSAY M LAND 2011-07-01 LINDSAY M LAND 2011-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2017-01-01	AMBER SWAIN
001	2016-01-01	AMBER SWAIN
001	2015-01-01	AMBER SWAIN
001	2014-01-01	AMBER SWAIN
001	2013-01-01	WENDY BALLAST	2014-07-15
001	2012-01-01	WENDY BALLAST	2013-08-23
001	2011-01-01	LINDSAY LAND	2012-07-30	LINDSAY LAND	2012-07-30
001	2010-01-01	LINDSAY M LAND	2011-07-01	LINDSAY M LAND	2011-07-01

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

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

Measure Date Value
2019: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 86
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 51
Total of all active and inactive participants 2017-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 142
Number of participants with account balances 2017-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 128
Number of participants with account balances 2016-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 24
2015: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 49
Total of all active and inactive participants 2015-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 137
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 79
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 54
Total of all active and inactive participants 2014-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16

Measure	Date	Value
2019: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	86
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	51
Total of all active and inactive participants	2017-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	142
Number of participants with account balances	2017-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	128
Number of participants with account balances	2016-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	24
2015: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	49
Total of all active and inactive participants	2015-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	137
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	79
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	54
Total of all active and inactive participants	2014-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16

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

Measure	Date	Value
2019 : KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-03-31	$0
Total transfer of assets from this plan	2019-03-31	$7,773,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total income from all sources (including contributions)	2019-03-31	$1,073,406
Total loss/gain on sale of assets	2019-03-31	$0
Total of all expenses incurred	2019-03-31	$65,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$65,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$305,783
Value of total assets at end of year	2019-03-31	$0
Value of total assets at beginning of year	2019-03-31	$6,765,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$200
Total interest from all sources	2019-03-31	$40,555
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$0
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$6,000,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$120,399
Participant contributions at end of year	2019-03-31	$0
Participant contributions at beginning of year	2019-03-31	$103,165
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$1,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Value of net income/loss	2019-03-31	$1,008,054
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$6,765,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$6,359,535
Value of interest in pooled separate accounts at end of year	2019-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-03-31	$0
Interest on participant loans	2019-03-31	$1,185
Interest earned on other investments	2019-03-31	$39,370
Value of interest in common/collective trusts at end of year	2019-03-31	$0
Value of interest in common/collective trusts at beginning of year	2019-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-03-31	$302,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$727,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Contributions received in cash from employer	2019-03-31	$183,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$65,152
Contract administrator fees	2019-03-31	$200
Did the plan have assets held for investment	2019-03-31	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	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	DOEREN MAYHEW
Accountancy firm EIN	2019-03-31	382492570
2018 : KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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	$309,145
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$366,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$365,014
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$779,682
Value of total assets at end of year	2018-12-31	$6,765,245
Value of total assets at beginning of year	2018-12-31	$6,823,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,975
Total interest from all sources	2018-12-31	$4,100
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,169
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$360,802
Participant contributions at end of year	2018-12-31	$103,165
Participant contributions at beginning of year	2018-12-31	$90,575
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$66,683
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	$-57,844
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,765,245
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,823,089
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	$6,359,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,447,839
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$4,100
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$302,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$284,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-478,806
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$352,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$365,014
Contract administrator fees	2018-12-31	$1,975
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	DOEREN MAYHEW
Accountancy firm EIN	2018-12-31	382492570
2017 : KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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	$1,503,054
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$136,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$135,291
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$608,627
Value of total assets at end of year	2017-12-31	$6,823,089
Value of total assets at beginning of year	2017-12-31	$5,456,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,450
Total interest from all sources	2017-12-31	$8,014
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
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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
Contributions received from participants	2017-12-31	$304,804
Participant contributions at end of year	2017-12-31	$90,575
Participant contributions at beginning of year	2017-12-31	$115,344
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,947
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	$1,366,313
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,823,089
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,456,776
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	$6,447,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,060,546
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$4,457
Interest earned on other investments	2017-12-31	$3,557
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$284,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$280,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$886,413
Net investment gain or loss from common/collective trusts	2017-12-31	$0
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	$293,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$135,291
Contract administrator fees	2017-12-31	$1,450
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	DOEREN MAYHEW
Accountancy firm EIN	2017-12-31	382492570
2016 : KELLOGG COMMUNITY FEDERAL 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	$920,377
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$237,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$234,526
Value of total corrective distributions	2016-12-31	$106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$550,066
Value of total assets at end of year	2016-12-31	$5,456,776
Value of total assets at beginning of year	2016-12-31	$4,774,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,050
Total interest from all sources	2016-12-31	$7,307
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
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
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	$265,376
Participant contributions at end of year	2016-12-31	$115,344
Participant contributions at beginning of year	2016-12-31	$77,142
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$18,675
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	$682,695
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,456,776
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,774,081
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	$5,060,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,424,367
Interest on participant loans	2016-12-31	$3,741
Interest earned on other investments	2016-12-31	$3,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$280,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$272,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$363,004
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	$266,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$234,526
Contract administrator fees	2016-12-31	$3,050
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	DOEREN MAYHEW
Accountancy firm EIN	2016-12-31	382492570
2015 : KELLOGG COMMUNITY FEDERAL 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	$512,761
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$508,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$506,056
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$554,129
Value of total assets at end of year	2015-12-31	$4,774,081
Value of total assets at beginning of year	2015-12-31	$4,769,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,075
Total interest from all sources	2015-12-31	$6,926
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
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	$264,352
Participant contributions at end of year	2015-12-31	$77,142
Participant contributions at beginning of year	2015-12-31	$95,245
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$25,537
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	$4,630
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,774,081
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,769,451
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	$4,424,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,463,850
Interest on participant loans	2015-12-31	$3,174
Interest earned on other investments	2015-12-31	$3,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$272,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$210,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-48,294
Net investment gain or loss from common/collective trusts	2015-12-31	$0
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	$264,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$506,056
Contract administrator fees	2015-12-31	$2,075
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	DOEREN MAYHEW
Accountancy firm EIN	2015-12-31	382492570
2014 : KELLOGG COMMUNITY FEDERAL 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	$866,803
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$188,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$187,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$571,382
Value of total assets at end of year	2014-12-31	$4,769,451
Value of total assets at beginning of year	2014-12-31	$4,091,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,625
Total interest from all sources	2014-12-31	$5,828
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,330
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,330
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	No
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	$264,790
Participant contributions at end of year	2014-12-31	$95,245
Participant contributions at beginning of year	2014-12-31	$109,505
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$33,441
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	$678,113
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,769,451
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,091,338
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	$4,463,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,779,456
Interest on participant loans	2014-12-31	$5,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$210,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$202,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$286,263
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	$273,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$187,065
Contract administrator fees	2014-12-31	$1,625
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	DOEREN MAYHEW
Accountancy firm EIN	2014-12-31	382492570

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

2019: KELLOGG COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: KELLOGG COMMUNITY FEDERAL 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: KELLOGG COMMUNITY FEDERAL 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: KELLOGG COMMUNITY FEDERAL 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: KELLOGG COMMUNITY FEDERAL 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	No
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	021-0243-0
Policy instance	1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number	021-0243-0
Policy instance	1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number	021-0243-0
Policy instance	1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number	021-0243-0
Policy instance	1

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Company Name:	KELLOGG COMMUNITY FCU
Employer identification number (EIN):	386060726
NAIC Classification:	522130
NAIC Description:	Credit Unions