401k Plan data: ALLTRU CU EXEMPT PLAN plan

ALLTRU CU EXEMPT PLAN 401k Plan overview

Plan Name	ALLTRU CU EXEMPT PLAN
Plan identification number	001

ALLTRU CU EXEMPT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: ALLTRU FEDERAL CREDIT UNION

Employer identification number (EIN): 436079380

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLTRU CU EXEMPT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ROBYN WHALEN
001 2023-01-01
001 2023-01-01 ROBYN WHALEN
001 2022-01-01
001 2022-01-01 ROBYN WHALEN
001 2021-01-01
001 2021-01-01 ROBYN WHALEN
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBYN WHALEN
001 2017-01-01 ROBYN WHALEN
001 2016-01-01 ROBYN WHALEN
001 2015-01-01 ROBYN WHALEN
001 2014-01-01 ROBYN WHALEN
001 2013-01-01 CAROL MINGES 2014-06-20 CAROL MINGES 2014-06-20
001 2012-01-01 CAROL MINGES 2013-07-25 CAROL MINGES 2013-07-25
001 2011-01-01 FRANK NELSON 2012-07-09 FRANK NELSON 2012-07-09
001 2010-01-01 FRANK NELSON 2011-06-14 FRANK NELSON 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	ROBYN WHALEN
001	2023-01-01
001	2023-01-01	ROBYN WHALEN
001	2022-01-01
001	2022-01-01	ROBYN WHALEN
001	2021-01-01
001	2021-01-01	ROBYN WHALEN
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBYN WHALEN
001	2017-01-01	ROBYN WHALEN
001	2016-01-01	ROBYN WHALEN
001	2015-01-01	ROBYN WHALEN
001	2014-01-01	ROBYN WHALEN
001	2013-01-01	CAROL MINGES	2014-06-20	CAROL MINGES	2014-06-20
001	2012-01-01	CAROL MINGES	2013-07-25	CAROL MINGES	2013-07-25
001	2011-01-01	FRANK NELSON	2012-07-09	FRANK NELSON	2012-07-09
001	2010-01-01	FRANK NELSON	2011-06-14	FRANK NELSON	2011-06-14

Plan Statistics for ALLTRU CU EXEMPT PLAN

401k plan membership statisitcs for ALLTRU CU EXEMPT PLAN

Measure Date Value
2023: ALLTRU CU EXEMPT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 55
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 6
Total of all active and inactive participants 2023-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 61
Number of participants with account balances 2023-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: ALLTRU CU EXEMPT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 53
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 60
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: ALLTRU CU EXEMPT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 55
Number of participants with account balances 2021-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: ALLTRU CU EXEMPT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 47
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 52
Number of participants with account balances 2020-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALLTRU CU EXEMPT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 43
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 46
Total participants 2019-01-01 46
Number of participants with account balances 2019-01-01 45
2018: ALLTRU CU EXEMPT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 43
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 46
Number of participants with account balances 2018-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ALLTRU CU EXEMPT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 37
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 44
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ALLTRU CU EXEMPT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 36
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 43
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ALLTRU CU EXEMPT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 37
Total participants 2015-01-01 37
Number of participants with account balances 2015-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ALLTRU CU EXEMPT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 37
Number of participants with account balances 2014-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: ALLTRU CU EXEMPT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	55
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	6
Total of all active and inactive participants	2023-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	61
Number of participants with account balances	2023-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: ALLTRU CU EXEMPT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	53
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	60
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: ALLTRU CU EXEMPT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	55
Number of participants with account balances	2021-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: ALLTRU CU EXEMPT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	47
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	52
Number of participants with account balances	2020-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALLTRU CU EXEMPT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	43
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	46
Total participants	2019-01-01	46
Number of participants with account balances	2019-01-01	45
2018: ALLTRU CU EXEMPT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	43
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	46
Number of participants with account balances	2018-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ALLTRU CU EXEMPT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	37
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	44
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ALLTRU CU EXEMPT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	36
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	43
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ALLTRU CU EXEMPT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	37
Total participants	2015-01-01	37
Number of participants with account balances	2015-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ALLTRU CU EXEMPT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	37
Number of participants with account balances	2014-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on ALLTRU CU EXEMPT PLAN

Measure	Date	Value
2023 : ALLTRU CU EXEMPT PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$58,037
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,427,032
Expenses. Total of all expenses incurred	2023-12-31	$278,429
Benefits paid (including direct rollovers)	2023-12-31	$236,608
Total plan assets at end of year	2023-12-31	$6,152,531
Total plan assets at beginning of year	2023-12-31	$4,945,891
Value of fidelity bond covering the plan	2023-12-31	$4,500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$361,723
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$3,881
Other income received	2023-12-31	$885,294
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,148,603
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,152,531
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,945,891
Assets. Value of participant loans	2023-12-31	$93,853
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$176,134
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$41,821
2022 : ALLTRU CU EXEMPT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-415,450
Expenses. Total of all expenses incurred	2022-12-31	$122,768
Benefits paid (including direct rollovers)	2022-12-31	$83,230
Total plan assets at end of year	2022-12-31	$4,945,891
Total plan assets at beginning of year	2022-12-31	$5,484,109
Value of fidelity bond covering the plan	2022-12-31	$4,500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$363,598
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-948,246
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-538,218
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,945,891
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,484,109
Assets. Value of participant loans	2022-12-31	$81,611
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$169,198
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$39,538
2021 : ALLTRU CU EXEMPT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$81,113
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,038,175
Expenses. Total of all expenses incurred	2021-12-31	$108,986
Benefits paid (including direct rollovers)	2021-12-31	$71,509
Total plan assets at end of year	2021-12-31	$5,484,109
Total plan assets at beginning of year	2021-12-31	$4,473,807
Value of fidelity bond covering the plan	2021-12-31	$4,500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$313,864
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$581,386
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$929,189
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,484,109
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,473,807
Assets. Value of participant loans	2021-12-31	$59,448
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$142,925
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$37,477
2020 : ALLTRU CU EXEMPT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$915,804
Expenses. Total of all expenses incurred	2020-12-31	$185,432
Benefits paid (including direct rollovers)	2020-12-31	$156,432
Total plan assets at end of year	2020-12-31	$4,473,807
Total plan assets at beginning of year	2020-12-31	$3,743,435
Value of fidelity bond covering the plan	2020-12-31	$4,500,000
Total contributions received or receivable from participants	2020-12-31	$282,410
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$2,001
Other income received	2020-12-31	$501,141
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$730,372
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,473,807
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,743,435
Assets. Value of participant loans	2020-12-31	$46,116
Total contributions received or receivable from employer(s)	2020-12-31	$130,252
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$29,000
2019 : ALLTRU CU EXEMPT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$21,390
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,033,373
Expenses. Total of all expenses incurred	2019-12-31	$124,496
Benefits paid (including direct rollovers)	2019-12-31	$98,092
Total plan assets at end of year	2019-12-31	$3,743,435
Total plan assets at beginning of year	2019-12-31	$2,813,168
Value of fidelity bond covering the plan	2019-12-31	$4,500,000
Total contributions received or receivable from participants	2019-12-31	$234,514
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$60,537
Other income received	2019-12-31	$623,188
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$908,877
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,743,435
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,813,168
Assets. Value of participant loans	2019-12-31	$58,425
Total contributions received or receivable from employer(s)	2019-12-31	$115,134
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$26,404
2018 : ALLTRU CU EXEMPT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$62,998
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$177,802
Expenses. Total of all expenses incurred	2018-12-31	$231,844
Benefits paid (including direct rollovers)	2018-12-31	$202,331
Total plan assets at end of year	2018-12-31	$2,813,168
Total plan assets at beginning of year	2018-12-31	$2,804,212
Value of fidelity bond covering the plan	2018-12-31	$4,500,000
Total contributions received or receivable from participants	2018-12-31	$202,030
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$61,705
Other income received	2018-12-31	$-189,259
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-54,042
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,813,168
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,804,212
Assets. Value of participant loans	2018-12-31	$20,342
Total contributions received or receivable from employer(s)	2018-12-31	$103,326
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$29,513
2017 : ALLTRU CU EXEMPT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$793,365
Expenses. Total of all expenses incurred	2017-12-31	$509,808
Benefits paid (including direct rollovers)	2017-12-31	$464,255
Total plan assets at end of year	2017-12-31	$2,804,212
Total plan assets at beginning of year	2017-12-31	$2,520,655
Value of fidelity bond covering the plan	2017-12-31	$4,500,000
Total contributions received or receivable from participants	2017-12-31	$200,960
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$81,095
Other income received	2017-12-31	$415,987
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$283,557
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,804,212
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,520,655
Assets. Value of participant loans	2017-12-31	$31,723
Total contributions received or receivable from employer(s)	2017-12-31	$95,323
Value of certain deemed distributions of participant loans	2017-12-31	$20,806
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$24,747
2016 : ALLTRU CU EXEMPT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$195,939
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$479,505
Expenses. Total of all expenses incurred	2016-12-31	$226,232
Benefits paid (including direct rollovers)	2016-12-31	$202,480
Total plan assets at end of year	2016-12-31	$2,520,655
Total plan assets at beginning of year	2016-12-31	$2,071,443
Value of fidelity bond covering the plan	2016-12-31	$4,500,000
Total contributions received or receivable from participants	2016-12-31	$204,011
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$5,232
Other income received	2016-12-31	$176,761
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$253,273
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,520,655
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,071,443
Assets. Value of participant loans	2016-12-31	$52,711
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$93,501
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$23,752
2015 : ALLTRU CU EXEMPT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$46,577
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$235,421
Expenses. Total of all expenses incurred	2015-12-31	$86,981
Benefits paid (including direct rollovers)	2015-12-31	$67,145
Total plan assets at end of year	2015-12-31	$2,071,443
Total plan assets at beginning of year	2015-12-31	$1,876,426
Value of fidelity bond covering the plan	2015-12-31	$4,250,000
Total contributions received or receivable from participants	2015-12-31	$176,892
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$2,431
Other income received	2015-12-31	$-24,355
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$148,440
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,071,443
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,876,426
Assets. Value of participant loans	2015-12-31	$45,001
Total contributions received or receivable from employer(s)	2015-12-31	$80,453
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$19,836
2014 : ALLTRU CU EXEMPT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$305,078
Expenses. Total of all expenses incurred	2014-12-31	$101,677
Benefits paid (including direct rollovers)	2014-12-31	$97,868
Total plan assets at end of year	2014-12-31	$1,876,426
Total plan assets at beginning of year	2014-12-31	$1,673,025
Value of fidelity bond covering the plan	2014-12-31	$4,250,000
Total contributions received or receivable from participants	2014-12-31	$148,435
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$88,236
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$203,401
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,876,426
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,673,025
Assets. Value of participant loans	2014-12-31	$57,994
Total contributions received or receivable from employer(s)	2014-12-31	$68,407
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,809

Form 5500 Responses for ALLTRU CU EXEMPT PLAN

2023: ALLTRU CU EXEMPT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALLTRU CU EXEMPT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLTRU CU EXEMPT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLTRU CU EXEMPT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLTRU CU EXEMPT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLTRU CU EXEMPT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLTRU CU EXEMPT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALLTRU CU EXEMPT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLTRU CU EXEMPT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLTRU CU EXEMPT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number	0070259
Policy instance	1

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Company Name:	ALLTRU FEDERAL CREDIT UNION
Employer identification number (EIN):	436079380
NAIC Classification:	522130
NAIC Description:	Credit Unions