FIRST COMMUNITY CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FIRST COMMUNITY CREDIT UNION 401(K) PLAN
Measure | Date | Value |
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2017 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $26,308,161 |
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 | $5,600,462 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $557,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $472,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,344,004 |
Value of total assets at end of year | 2017-12-31 | $0 |
Value of total assets at beginning of year | 2017-12-31 | $21,265,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $85,259 |
Total interest from all sources | 2017-12-31 | $91,181 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $309,215 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $309,215 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
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 | $1,314,393 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $929,444 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $156,301 |
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 | $5,042,836 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $21,265,325 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $12,920,505 |
Interest on participant loans | 2017-12-31 | $36,969 |
Interest earned on other investments | 2017-12-31 | $54,212 |
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 | $3,813,422 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $3,601,954 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,264,921 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $591,141 |
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 | $873,310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $472,367 |
Contract administrator fees | 2017-12-31 | $85,259 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | Yes |
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 | BROWN SMITH WALLACE LLP |
Accountancy firm EIN | 2017-12-31 | 431001367 |
2016 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2016 401k financial data |
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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 | $3,344,118 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $793,580 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $723,478 |
Value of total corrective distributions | 2016-12-31 | $32 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,004,523 |
Value of total assets at end of year | 2016-12-31 | $21,265,325 |
Value of total assets at beginning of year | 2016-12-31 | $18,714,787 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $70,070 |
Total interest from all sources | 2016-12-31 | $28,129 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $274,608 |
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 | $274,608 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
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 | $1,146,215 |
Participant contributions at end of year | 2016-12-31 | $929,444 |
Participant contributions at beginning of year | 2016-12-31 | $834,599 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $63,568 |
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 | $2,550,538 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $21,265,325 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,714,787 |
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 | $12,920,505 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,237,832 |
Interest on participant loans | 2016-12-31 | $28,129 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,813,422 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,082,724 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $3,601,954 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $3,559,632 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,036,858 |
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 | $794,740 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $723,478 |
Contract administrator fees | 2016-12-31 | $70,070 |
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 | BROWN SMITH WALLACE LLP |
Accountancy firm EIN | 2016-12-31 | 431001367 |
2015 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2015 401k financial data |
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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 | $1,792,336 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $570,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $503,577 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,790,500 |
Value of total assets at end of year | 2015-12-31 | $18,714,787 |
Value of total assets at beginning of year | 2015-12-31 | $17,493,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $67,101 |
Total interest from all sources | 2015-12-31 | $74,417 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $357,477 |
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 | $357,477 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
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 | $1,028,600 |
Participant contributions at end of year | 2015-12-31 | $834,599 |
Participant contributions at beginning of year | 2015-12-31 | $690,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $49,967 |
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 | $1,221,658 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,714,787 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,493,129 |
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 | $11,237,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,845,105 |
Interest on participant loans | 2015-12-31 | $17,292 |
Interest earned on other investments | 2015-12-31 | $57,125 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,082,724 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,717,470 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $3,559,632 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $3,240,011 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-369,462 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-60,596 |
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 | $711,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $503,577 |
Contract administrator fees | 2015-12-31 | $67,101 |
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 | BROWN SMITH WALLACE LLP |
Accountancy firm EIN | 2015-12-31 | 431001367 |
2014 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2014 401k financial data |
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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 | $2,524,887 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $889,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $833,163 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,579,152 |
Value of total assets at end of year | 2014-12-31 | $17,493,129 |
Value of total assets at beginning of year | 2014-12-31 | $15,858,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $56,731 |
Total interest from all sources | 2014-12-31 | $75,446 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $263,632 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $263,632 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $9,000,000 |
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 | $925,215 |
Participant contributions at end of year | 2014-12-31 | $690,543 |
Participant contributions at beginning of year | 2014-12-31 | $641,887 |
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 | $1,634,993 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $17,493,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $15,858,136 |
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 | $10,845,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,362,651 |
Interest on participant loans | 2014-12-31 | $15,479 |
Interest earned on other investments | 2014-12-31 | $59,967 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,717,470 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,403,598 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $3,240,011 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,450,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $501,607 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $105,050 |
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 | $653,937 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $833,163 |
Contract administrator fees | 2014-12-31 | $56,731 |
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 | BROWN SMITH WALLACE LLC |
Accountancy firm EIN | 2014-12-31 | 431001367 |
2013 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $4,379,194 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $375,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $316,946 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,514,458 |
Value of total assets at end of year | 2013-12-31 | $15,858,136 |
Value of total assets at beginning of year | 2013-12-31 | $11,854,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,228 |
Total interest from all sources | 2013-12-31 | $78,202 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $146,582 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $146,582 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $879,509 |
Participant contributions at end of year | 2013-12-31 | $641,887 |
Participant contributions at beginning of year | 2013-12-31 | $609,067 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,035,137 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,004,020 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $15,858,136 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,854,116 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,362,651 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,996,933 |
Interest on participant loans | 2013-12-31 | $14,247 |
Interest earned on other investments | 2013-12-31 | $63,955 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,403,598 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,819,405 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,450,000 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,428,711 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,399,710 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $240,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $599,812 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $316,946 |
Contract administrator fees | 2013-12-31 | $58,228 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BROWN SMITH WALLACE LLC |
Accountancy firm EIN | 2013-12-31 | 431001367 |
2012 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,199,386 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $294,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $283,354 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,215,888 |
Value of total assets at end of year | 2012-12-31 | $11,854,116 |
Value of total assets at beginning of year | 2012-12-31 | $9,948,947 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,863 |
Total interest from all sources | 2012-12-31 | $89,837 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $107,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $107,522 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $720,598 |
Participant contributions at end of year | 2012-12-31 | $609,067 |
Participant contributions at beginning of year | 2012-12-31 | $549,685 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $3,667 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,905,169 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,854,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,948,947 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,996,933 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,532,169 |
Interest on participant loans | 2012-12-31 | $13,320 |
Interest earned on other investments | 2012-12-31 | $76,517 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,819,405 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,428,711 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,867,093 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $779,479 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $6,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $491,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $283,354 |
Contract administrator fees | 2012-12-31 | $10,863 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BROWN SMITH WALLACE LLC |
Accountancy firm EIN | 2012-12-31 | 431001367 |
2011 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,076,427 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $146,541 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $137,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,048,132 |
Value of total assets at end of year | 2011-12-31 | $9,948,947 |
Value of total assets at beginning of year | 2011-12-31 | $9,019,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,675 |
Total interest from all sources | 2011-12-31 | $89,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $623,108 |
Participant contributions at end of year | 2011-12-31 | $549,685 |
Participant contributions at beginning of year | 2011-12-31 | $404,521 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $929,886 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,948,947 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,019,061 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,532,169 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,145,931 |
Interest on participant loans | 2011-12-31 | $12,530 |
Interest earned on other investments | 2011-12-31 | $77,364 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,867,093 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $2,466,958 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-61,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $425,024 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,651 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $137,866 |
Contract administrator fees | 2011-12-31 | $8,675 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BROWN SMITH WALLACE LLC |
Accountancy firm EIN | 2011-12-31 | 431001367 |
2010 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,820,310 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $438,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $430,249 |
Value of total corrective distributions | 2010-12-31 | $1,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,057,984 |
Value of total assets at end of year | 2010-12-31 | $9,019,061 |
Value of total assets at beginning of year | 2010-12-31 | $7,637,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,025 |
Total interest from all sources | 2010-12-31 | $86,126 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $630,570 |
Participant contributions at end of year | 2010-12-31 | $404,521 |
Participant contributions at beginning of year | 2010-12-31 | $329,203 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $5 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $30,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,381,664 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,019,061 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,637,397 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,145,931 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,133,072 |
Interest on participant loans | 2010-12-31 | $11,160 |
Interest earned on other investments | 2010-12-31 | $74,966 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,466,958 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,175,112 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $676,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $396,480 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,651 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $5 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $430,249 |
Contract administrator fees | 2010-12-31 | $7,025 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BROWN SMITH WALLACE LLC |
Accountancy firm EIN | 2010-12-31 | 431001367 |
2009 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |