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VETERAN UNITED HOME LOANS 401(K) PLAN 401k Plan overview

Plan NameVETERAN UNITED HOME LOANS 401(K) PLAN
Plan identification number 001

VETERAN UNITED HOME LOANS 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MORTGAGE RESEARCH CENTER, LLC has sponsored the creation of one or more 401k plans.

Company Name:MORTGAGE RESEARCH CENTER, LLC
Employer identification number (EIN):431965151
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about MORTGAGE RESEARCH CENTER, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3849218

More information about MORTGAGE RESEARCH CENTER, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VETERAN UNITED HOME LOANS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MEGGIE HESS MEGGIE HESS2018-10-15
0012017-01-01MEGGIE HESS MEGGIE HESS2018-10-31
0012017-01-01
0012016-01-01MEGGIE HESS
0012015-01-01MEGGIE HESS
0012014-01-01MEGGIE HESS
0012013-01-01MEGGIE HESS
0012012-01-01MEGGIE HESS
0012011-01-01MEGGIE HESS
0012010-01-01AUGUST NIELSEN
0012009-01-01MEGGIE SMITH

Plan Statistics for VETERAN UNITED HOME LOANS 401(K) PLAN

401k plan membership statisitcs for VETERAN UNITED HOME LOANS 401(K) PLAN

Measure Date Value
2022: VETERAN UNITED HOME LOANS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,695
Total number of active participants reported on line 7a of the Form 55002022-01-014,928
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01841
Total of all active and inactive participants2022-01-015,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-015,777
Number of participants with account balances2022-01-015,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01786
2021: VETERAN UNITED HOME LOANS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,709
Total number of active participants reported on line 7a of the Form 55002021-01-015,071
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01616
Total of all active and inactive participants2021-01-015,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-015,695
Number of participants with account balances2021-01-015,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01592
2020: VETERAN UNITED HOME LOANS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,452
Total number of active participants reported on line 7a of the Form 55002020-01-014,302
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01400
Total of all active and inactive participants2020-01-014,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-014,709
Number of participants with account balances2020-01-014,655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01274
2019: VETERAN UNITED HOME LOANS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,787
Total number of active participants reported on line 7a of the Form 55002019-01-013,100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01350
Total of all active and inactive participants2019-01-013,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-013,452
Number of participants with account balances2019-01-013,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01196
2018: VETERAN UNITED HOME LOANS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,086
Total number of active participants reported on line 7a of the Form 55002018-01-012,364
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01421
Total of all active and inactive participants2018-01-012,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,787
Number of participants with account balances2018-01-012,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01220
2017: VETERAN UNITED HOME LOANS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,382
Total number of active participants reported on line 7a of the Form 55002017-01-012,447
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01635
Total of all active and inactive participants2017-01-013,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-013,085
Number of participants with account balances2017-01-012,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01740
2016: VETERAN UNITED HOME LOANS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,074
Total number of active participants reported on line 7a of the Form 55002016-01-012,252
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01130
Total of all active and inactive participants2016-01-012,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,382
Number of participants with account balances2016-01-012,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01188
2015: VETERAN UNITED HOME LOANS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,643
Total number of active participants reported on line 7a of the Form 55002015-01-011,927
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-012,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,034
Number of participants with account balances2015-01-011,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01148
2014: VETERAN UNITED HOME LOANS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,603
Total number of active participants reported on line 7a of the Form 55002014-01-011,558
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-011,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,623
Number of participants with account balances2014-01-011,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01144
2013: VETERAN UNITED HOME LOANS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,141
Total number of active participants reported on line 7a of the Form 55002013-01-011,500
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-011,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,564
Number of participants with account balances2013-01-011,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0164
2012: VETERAN UNITED HOME LOANS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01739
Total number of active participants reported on line 7a of the Form 55002012-01-011,087
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01105
Total of all active and inactive participants2012-01-011,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,193
Number of participants with account balances2012-01-01941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: VETERAN UNITED HOME LOANS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01408
Total number of active participants reported on line 7a of the Form 55002011-01-01654
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01702
Number of participants with account balances2011-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: VETERAN UNITED HOME LOANS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01298
Total number of active participants reported on line 7a of the Form 55002010-01-01359
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01387
Number of participants with account balances2010-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: VETERAN UNITED HOME LOANS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01195
Total number of active participants reported on line 7a of the Form 55002009-01-01258
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01282
Number of participants with account balances2009-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VETERAN UNITED HOME LOANS 401(K) PLAN

Measure Date Value
2022 : VETERAN UNITED HOME LOANS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$220,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,578
Total income from all sources (including contributions)2022-12-31$-16,953,207
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,360,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,700,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$46,149,521
Value of total assets at end of year2022-12-31$315,392,784
Value of total assets at beginning of year2022-12-31$348,535,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$659,311
Total interest from all sources2022-12-31$389,959
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,524,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$16,524,752
Administrative expenses professional fees incurred2022-12-31$659,311
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$34,637,862
Participant contributions at end of year2022-12-31$8,260,322
Participant contributions at beginning of year2022-12-31$6,543,003
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,741,142
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,934,544
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,150,708
Other income not declared elsewhere2022-12-31$-1,103,630
Total non interest bearing cash at end of year2022-12-31$17,621
Total non interest bearing cash at beginning of year2022-12-31$81,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,313,284
Value of net assets at end of year (total assets less liabilities)2022-12-31$315,172,345
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$348,485,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$264,179,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$296,248,470
Interest on participant loans2022-12-31$389,959
Value of interest in common/collective trusts at end of year2022-12-31$31,622,646
Value of interest in common/collective trusts at beginning of year2022-12-31$35,981,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,571,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,745,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,745,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-73,378,934
Net investment gain or loss from common/collective trusts2022-12-31$-5,534,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,360,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,700,766
Liabilities. Value of benefit claims payable at end of year2022-12-31$220,439
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$49,578
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : VETERAN UNITED HOME LOANS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$49,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$125,027,264
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,449,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,828,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$83,418,474
Value of total assets at end of year2021-12-31$348,535,207
Value of total assets at beginning of year2021-12-31$234,907,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$621,115
Total interest from all sources2021-12-31$297,364
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,728,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$621,115
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$33,156,600
Participant contributions at end of year2021-12-31$6,543,003
Participant contributions at beginning of year2021-12-31$4,732,791
Participant contributions at beginning of year2021-12-31$13
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,934,544
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,050,935
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,014,806
Other income not declared elsewhere2021-12-31$390,183
Total non interest bearing cash at end of year2021-12-31$81,701
Total non interest bearing cash at beginning of year2021-12-31$123,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$113,577,773
Value of net assets at end of year (total assets less liabilities)2021-12-31$348,485,629
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$234,907,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$296,248,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$223,194,575
Interest on participant loans2021-12-31$297,364
Value of interest in common/collective trusts at end of year2021-12-31$35,981,600
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,745,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,806,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,806,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,405,733
Net investment gain or loss from common/collective trusts2021-12-31$786,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$44,247,068
Income. Dividends from preferred stock2021-12-31$15,728,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,828,376
Liabilities. Value of benefit claims payable at end of year2021-12-31$49,578
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : VETERAN UNITED HOME LOANS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$92,090,653
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,200,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,708,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$58,163,167
Value of total assets at end of year2020-12-31$234,907,856
Value of total assets at beginning of year2020-12-31$152,017,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$492,747
Total interest from all sources2020-12-31$274,784
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,060,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,060,722
Administrative expenses professional fees incurred2020-12-31$492,747
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$24,198,671
Participant contributions at end of year2020-12-31$4,732,791
Participant contributions at beginning of year2020-12-31$4,254,913
Participant contributions at end of year2020-12-31$13
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,050,935
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,936,037
Other income not declared elsewhere2020-12-31$495,236
Total non interest bearing cash at end of year2020-12-31$123,390
Total non interest bearing cash at beginning of year2020-12-31$12,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$82,889,870
Value of net assets at end of year (total assets less liabilities)2020-12-31$234,907,856
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$152,017,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$223,194,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$145,500,250
Interest on participant loans2020-12-31$274,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,806,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,250,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,250,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,096,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$31,028,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,708,036
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : VETERAN UNITED HOME LOANS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$59,016,927
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,256,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,826,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,589,933
Value of total assets at end of year2019-12-31$152,017,986
Value of total assets at beginning of year2019-12-31$98,257,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$430,047
Total interest from all sources2019-12-31$245,236
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,821,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,821,179
Administrative expenses professional fees incurred2019-12-31$430,047
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$16,675,793
Participant contributions at end of year2019-12-31$4,254,913
Participant contributions at beginning of year2019-12-31$3,280,742
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,007,912
Total non interest bearing cash at end of year2019-12-31$12,753
Total non interest bearing cash at beginning of year2019-12-31$3,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$53,760,600
Value of net assets at end of year (total assets less liabilities)2019-12-31$152,017,986
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$98,257,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$145,500,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$93,349,494
Interest on participant loans2019-12-31$245,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,250,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,623,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,623,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,360,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$14,906,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,826,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : VETERAN UNITED HOME LOANS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$-9,066
Total income from all sources (including contributions)2018-12-31$20,022,824
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,537,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,168,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,742,309
Value of total assets at end of year2018-12-31$98,257,386
Value of total assets at beginning of year2018-12-31$83,763,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$369,194
Total interest from all sources2018-12-31$160,565
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,197,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,197,655
Administrative expenses professional fees incurred2018-12-31$369,194
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,715,172
Participant contributions at end of year2018-12-31$3,280,742
Participant contributions at beginning of year2018-12-31$2,046,337
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,228,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$-9,066
Total non interest bearing cash at end of year2018-12-31$3,841
Total non interest bearing cash at beginning of year2018-12-31$40,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$14,484,906
Value of net assets at end of year (total assets less liabilities)2018-12-31$98,257,386
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$83,772,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$93,349,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$81,180,232
Interest on participant loans2018-12-31$160,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,623,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$487,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$487,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,077,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,798,740
Employer contributions (assets) at beginning of year2018-12-31$8,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,168,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : VETERAN UNITED HOME LOANS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$-9,066
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$31,213,345
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,974,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,732,006
Expenses. Certain deemed distributions of participant loans2017-12-31$9,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,841,737
Value of total assets at end of year2017-12-31$83,763,414
Value of total assets at beginning of year2017-12-31$55,533,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$233,132
Total interest from all sources2017-12-31$71,640
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,327,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,327,575
Administrative expenses professional fees incurred2017-12-31$233,132
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,196,222
Participant contributions at end of year2017-12-31$2,046,337
Participant contributions at beginning of year2017-12-31$1,366,601
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,888,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$-9,066
Other income not declared elsewhere2017-12-31$9,428,576
Total non interest bearing cash at end of year2017-12-31$40,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$28,238,762
Value of net assets at end of year (total assets less liabilities)2017-12-31$83,772,480
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,533,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$81,180,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,080,503
Interest on participant loans2017-12-31$70,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$487,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$86,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$86,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,543,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,757,251
Employer contributions (assets) at end of year2017-12-31$8,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,732,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RICHEY, MAY & CO., LLP
Accountancy firm EIN2017-12-31710911208
2016 : VETERAN UNITED HOME LOANS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$20,974,711
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,879,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,676,410
Value of total corrective distributions2016-12-31$385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,928,739
Value of total assets at end of year2016-12-31$55,533,718
Value of total assets at beginning of year2016-12-31$36,438,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$202,294
Total interest from all sources2016-12-31$45,474
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,516,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,516,715
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,990,408
Participant contributions at end of year2016-12-31$1,366,601
Participant contributions at beginning of year2016-12-31$796,711
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$837,513
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$86,614
Total non interest bearing cash at beginning of year2016-12-31$153,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,095,622
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,533,718
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,438,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,080,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,245,603
Interest on participant loans2016-12-31$45,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,483,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,100,818
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,241,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,676,410
Contract administrator fees2016-12-31$151,902
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RICHEY, MAY & CO., LLP
Accountancy firm EIN2016-12-31710911208
2015 : VETERAN UNITED HOME LOANS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$15,254,262
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,432,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,325,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,722,128
Value of total assets at end of year2015-12-31$36,438,096
Value of total assets at beginning of year2015-12-31$22,616,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$107,244
Total interest from all sources2015-12-31$25,249
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$751,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$751,968
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,798,482
Participant contributions at end of year2015-12-31$796,711
Participant contributions at beginning of year2015-12-31$472,234
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$557,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$153,811
Total non interest bearing cash at beginning of year2015-12-31$41,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$13,821,351
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,438,096
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,616,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$52,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,245,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,777,717
Interest on participant loans2015-12-31$25,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,245,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,365,971
Employer contributions (assets) at end of year2015-12-31$1,241,971
Employer contributions (assets) at beginning of year2015-12-31$2,324,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,325,667
Contract administrator fees2015-12-31$54,524
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RICHEY, MAY & CO., LLP
Accountancy firm EIN2015-12-31710911208
2014 : VETERAN UNITED HOME LOANS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$8,648,341
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,114,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,053,607
Value of total corrective distributions2014-12-31$472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,700,180
Value of total assets at end of year2014-12-31$22,616,745
Value of total assets at beginning of year2014-12-31$15,082,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$60,166
Total interest from all sources2014-12-31$14,971
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$687,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$687,996
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,285,040
Participant contributions at end of year2014-12-31$472,234
Participant contributions at beginning of year2014-12-31$279,969
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$8,189
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$137,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$41,822
Total non interest bearing cash at beginning of year2014-12-31$20,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,534,096
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,616,745
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,082,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,777,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,794,875
Interest on participant loans2014-12-31$14,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$245,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,277,780
Employer contributions (assets) at end of year2014-12-31$2,324,972
Employer contributions (assets) at beginning of year2014-12-31$978,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,053,607
Contract administrator fees2014-12-31$51,601
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31RICHEY, MAY & CO., LLP
Accountancy firm EIN2014-12-31710911208
2013 : VETERAN UNITED HOME LOANS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$6,944,891
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$739,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$710,391
Value of total corrective distributions2013-12-31$15,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,300,926
Value of total assets at end of year2013-12-31$15,082,649
Value of total assets at beginning of year2013-12-31$8,877,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,776
Total interest from all sources2013-12-31$10,633
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$316,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$316,722
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,152,180
Participant contributions at end of year2013-12-31$279,969
Participant contributions at beginning of year2013-12-31$233,079
Participant contributions at end of year2013-12-31$8,189
Participant contributions at beginning of year2013-12-31$150,740
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$169,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$20,760
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,205,644
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,082,649
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,877,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,794,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,736,392
Interest on participant loans2013-12-31$10,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,181,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,181,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,316,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$978,856
Employer contributions (assets) at end of year2013-12-31$978,856
Employer contributions (assets) at beginning of year2013-12-31$575,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$710,391
Contract administrator fees2013-12-31$13,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RICHEY, MAY & CO., LLP
Accountancy firm EIN2013-12-31710911208
2012 : VETERAN UNITED HOME LOANS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$4,923,275
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$311,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$276,754
Value of total corrective distributions2012-12-31$23,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,260,698
Value of total assets at end of year2012-12-31$8,877,005
Value of total assets at beginning of year2012-12-31$4,264,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,372
Total interest from all sources2012-12-31$5,191
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,048,490
Participant contributions at end of year2012-12-31$233,079
Participant contributions at beginning of year2012-12-31$89,569
Participant contributions at end of year2012-12-31$150,740
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$636,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,612,231
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,877,005
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,264,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,736,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,241,625
Interest on participant loans2012-12-31$5,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,181,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$648,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$648,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$657,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$575,215
Employer contributions (assets) at end of year2012-12-31$575,631
Employer contributions (assets) at beginning of year2012-12-31$284,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$276,754
Contract administrator fees2012-12-31$10,372
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31RICHEY, MAY & CO., LLP
Accountancy firm EIN2012-12-31710911208
2011 : VETERAN UNITED HOME LOANS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,785,589
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$109,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,203
Value of total corrective distributions2011-12-31$60,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,961,744
Value of total assets at end of year2011-12-31$4,264,774
Value of total assets at beginning of year2011-12-31$2,588,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$2,190
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,530,166
Participant contributions at end of year2011-12-31$89,569
Participant contributions at beginning of year2011-12-31$38,567
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$25,424
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$146,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,676,428
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,264,774
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,588,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,241,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,169,662
Interest on participant loans2011-12-31$2,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$648,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$353,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$353,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-178,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$284,783
Employer contributions (assets) at end of year2011-12-31$284,808
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$48,203
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31RICHEY MAY & CO, LLP
Accountancy firm EIN2011-12-31710911208
2010 : VETERAN UNITED HOME LOANS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,036,123
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$170,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$123,064
Value of total corrective distributions2010-12-31$47,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$806,284
Value of total assets at end of year2010-12-31$2,588,346
Value of total assets at beginning of year2010-12-31$1,722,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$57
Total interest from all sources2010-12-31$1,460
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$784,937
Participant contributions at end of year2010-12-31$38,567
Participant contributions at beginning of year2010-12-31$35,976
Participant contributions at end of year2010-12-31$25,424
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$865,539
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,588,346
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,722,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,169,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,429,891
Interest on participant loans2010-12-31$1,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$353,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$256,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$256,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$228,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$123,064
Contract administrator fees2010-12-31$57
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31RICHEY MAY & CO, LLP
Accountancy firm EIN2010-12-31710911208
2009 : VETERAN UNITED HOME LOANS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VETERAN UNITED HOME LOANS 401(K) PLAN

2022: VETERAN UNITED HOME LOANS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VETERAN UNITED HOME LOANS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VETERAN UNITED HOME LOANS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VETERAN UNITED HOME LOANS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VETERAN UNITED HOME LOANS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VETERAN UNITED HOME LOANS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VETERAN UNITED HOME LOANS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VETERAN UNITED HOME LOANS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VETERAN UNITED HOME LOANS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VETERAN UNITED HOME LOANS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VETERAN UNITED HOME LOANS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VETERAN UNITED HOME LOANS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VETERAN UNITED HOME LOANS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VETERAN UNITED HOME LOANS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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