401k Plan data: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

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

Company Name: CU COMMUNITY CREDIT UNION

Employer identification number (EIN): 440443995

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-11-01 JUDY HADSALL 2023-02-07
001 2020-11-01 JUDY HADSALL 2022-02-04
001 2019-11-01 JUDY HADSALL 2021-02-18
001 2018-11-01 JUDY HADSALL 2020-04-17
001 2017-11-01 JUDY HADSALL 2019-02-04
001 2016-11-01 JUDY HADSALL 2018-03-29
001 2015-11-01 JUDY HADSALL 2017-02-13
001 2014-11-01 JUDY HADSALL 2016-02-11
001 2013-11-01 JUDY HADSALL 2014-11-24
001 2012-11-01 JUDY HADSALL 2014-03-07
001 2011-11-01 JUDY HADSALL 2013-03-23 JUDY HADSALL 2013-03-23
001 2010-11-01 JUDY HADSALL 2012-03-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-11-01	JUDY HADSALL	2023-02-07
001	2020-11-01	JUDY HADSALL	2022-02-04
001	2019-11-01	JUDY HADSALL	2021-02-18
001	2018-11-01	JUDY HADSALL	2020-04-17
001	2017-11-01	JUDY HADSALL	2019-02-04
001	2016-11-01	JUDY HADSALL	2018-03-29
001	2015-11-01	JUDY HADSALL	2017-02-13
001	2014-11-01	JUDY HADSALL	2016-02-11
001	2013-11-01	JUDY HADSALL	2014-11-24
001	2012-11-01	JUDY HADSALL	2014-03-07
001	2011-11-01	JUDY HADSALL	2013-03-23	JUDY HADSALL	2013-03-23
001	2010-11-01	JUDY HADSALL	2012-03-26

Plan Statistics for CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-10-31 6,233,426
Acturial value of plan assets 2022-10-31 6,233,426
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 0
Number of terminated vested participants 2022-10-31 14
Fundng target for terminated vested participants 2022-10-31 238,767
Active participant vested funding target 2022-10-31 1,501,990
Number of active participants 2022-10-31 28
Total funding liabilities for active participants 2022-10-31 1,603,231
Total participant count 2022-10-31 42
Total funding target for all participants 2022-10-31 1,841,998
Balance at beginning of prior year after applicable adjustments 2022-10-31 4,647
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 4,647
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 5,771
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 0
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 0
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 144,679
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Carryover balance elected to use to offset funding requirement 2022-10-31 0
Prefunding balance elected to use to offset funding requirement 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-10-31 5,040,639
Acturial value of plan assets 2021-10-31 5,040,639
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 0
Number of terminated vested participants 2021-10-31 8
Fundng target for terminated vested participants 2021-10-31 137,321
Active participant vested funding target 2021-10-31 1,299,552
Number of active participants 2021-10-31 30
Total funding liabilities for active participants 2021-10-31 1,419,675
Total participant count 2021-10-31 38
Total funding target for all participants 2021-10-31 1,556,996
Balance at beginning of prior year after applicable adjustments 2021-10-31 4,386
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 4,386
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 97,592
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 102,803
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 4,647
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 0
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 0
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 264,887
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-10-31 4,884,639
Acturial value of plan assets 2020-10-31 4,884,639
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 0
Number of terminated vested participants 2020-10-31 4
Fundng target for terminated vested participants 2020-10-31 93,204
Active participant vested funding target 2020-10-31 1,196,233
Number of active participants 2020-10-31 31
Total funding liabilities for active participants 2020-10-31 1,304,472
Total participant count 2020-10-31 35
Total funding target for all participants 2020-10-31 1,397,676
Balance at beginning of prior year after applicable adjustments 2020-10-31 4,059
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 4,059
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 294,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 310,839
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 4,386
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 100,000
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 97,592
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 183,269
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 97,592
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-10-31 4,274,349
Acturial value of plan assets 2019-10-31 4,274,349
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 5
Fundng target for terminated vested participants 2019-10-31 112,812
Active participant vested funding target 2019-10-31 957,370
Number of active participants 2019-10-31 30
Total funding liabilities for active participants 2019-10-31 1,041,971
Total participant count 2019-10-31 35
Total funding target for all participants 2019-10-31 1,154,783
Balance at beginning of prior year after applicable adjustments 2019-10-31 3,955
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 3,955
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 2,588,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 2,732,435
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 4,059
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 300,000
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 294,830
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 150,739
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 294,830
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-10-31 1,571,921
Acturial value of plan assets 2018-10-31 1,571,921
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 4
Fundng target for terminated vested participants 2018-10-31 81,463
Active participant vested funding target 2018-10-31 798,911
Number of active participants 2018-10-31 30
Total funding liabilities for active participants 2018-10-31 864,724
Total participant count 2018-10-31 34
Total funding target for all participants 2018-10-31 946,187
Balance at beginning of prior year after applicable adjustments 2018-10-31 3,657
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 3,657
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 126,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 133,954
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 3,955
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 2,642,170
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 2,588,759
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 136,368
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 2,588,759
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-10-31 1,375,598
Acturial value of plan assets 2017-10-31 1,375,598
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 7
Fundng target for terminated vested participants 2017-10-31 91,747
Active participant vested funding target 2017-10-31 622,703
Number of active participants 2017-10-31 19
Total funding liabilities for active participants 2017-10-31 652,486
Total participant count 2017-10-31 26
Total funding target for all participants 2017-10-31 744,233
Balance at beginning of prior year after applicable adjustments 2017-10-31 3,587
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 3,587
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 337,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 359,031
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 3,657
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 130,050
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 126,479
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 85,142
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Waived amount of outstanding balance 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 0
Carryover balance elected to use to offset funding requirement 2017-10-31 0
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 126,479
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2022: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-10-31	6,233,426
Acturial value of plan assets	2022-10-31	6,233,426
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	0
Number of terminated vested participants	2022-10-31	14
Fundng target for terminated vested participants	2022-10-31	238,767
Active participant vested funding target	2022-10-31	1,501,990
Number of active participants	2022-10-31	28
Total funding liabilities for active participants	2022-10-31	1,603,231
Total participant count	2022-10-31	42
Total funding target for all participants	2022-10-31	1,841,998
Balance at beginning of prior year after applicable adjustments	2022-10-31	4,647
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	4,647
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	5,771
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	0
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	0
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	144,679
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Carryover balance elected to use to offset funding requirement	2022-10-31	0
Prefunding balance elected to use to offset funding requirement	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-10-31	5,040,639
Acturial value of plan assets	2021-10-31	5,040,639
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	0
Number of terminated vested participants	2021-10-31	8
Fundng target for terminated vested participants	2021-10-31	137,321
Active participant vested funding target	2021-10-31	1,299,552
Number of active participants	2021-10-31	30
Total funding liabilities for active participants	2021-10-31	1,419,675
Total participant count	2021-10-31	38
Total funding target for all participants	2021-10-31	1,556,996
Balance at beginning of prior year after applicable adjustments	2021-10-31	4,386
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	4,386
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	97,592
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	102,803
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	4,647
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	0
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	0
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	264,887
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-10-31	4,884,639
Acturial value of plan assets	2020-10-31	4,884,639
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	0
Number of terminated vested participants	2020-10-31	4
Fundng target for terminated vested participants	2020-10-31	93,204
Active participant vested funding target	2020-10-31	1,196,233
Number of active participants	2020-10-31	31
Total funding liabilities for active participants	2020-10-31	1,304,472
Total participant count	2020-10-31	35
Total funding target for all participants	2020-10-31	1,397,676
Balance at beginning of prior year after applicable adjustments	2020-10-31	4,059
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	4,059
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	294,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	310,839
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	4,386
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	100,000
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	97,592
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	183,269
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	97,592
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-10-31	4,274,349
Acturial value of plan assets	2019-10-31	4,274,349
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	5
Fundng target for terminated vested participants	2019-10-31	112,812
Active participant vested funding target	2019-10-31	957,370
Number of active participants	2019-10-31	30
Total funding liabilities for active participants	2019-10-31	1,041,971
Total participant count	2019-10-31	35
Total funding target for all participants	2019-10-31	1,154,783
Balance at beginning of prior year after applicable adjustments	2019-10-31	3,955
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	3,955
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	2,588,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	2,732,435
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	4,059
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	300,000
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	294,830
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	150,739
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	294,830
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-10-31	1,571,921
Acturial value of plan assets	2018-10-31	1,571,921
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	4
Fundng target for terminated vested participants	2018-10-31	81,463
Active participant vested funding target	2018-10-31	798,911
Number of active participants	2018-10-31	30
Total funding liabilities for active participants	2018-10-31	864,724
Total participant count	2018-10-31	34
Total funding target for all participants	2018-10-31	946,187
Balance at beginning of prior year after applicable adjustments	2018-10-31	3,657
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	3,657
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	126,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	133,954
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	3,955
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	2,642,170
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	2,588,759
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	136,368
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	2,588,759
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: CU COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-10-31	1,375,598
Acturial value of plan assets	2017-10-31	1,375,598
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	7
Fundng target for terminated vested participants	2017-10-31	91,747
Active participant vested funding target	2017-10-31	622,703
Number of active participants	2017-10-31	19
Total funding liabilities for active participants	2017-10-31	652,486
Total participant count	2017-10-31	26
Total funding target for all participants	2017-10-31	744,233
Balance at beginning of prior year after applicable adjustments	2017-10-31	3,587
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	3,587
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	337,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	359,031
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	3,657
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	130,050
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	126,479
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	85,142
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Waived amount of outstanding balance	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	0
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	126,479
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

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Company Name:	CU COMMUNITY CREDIT UNION
Employer identification number (EIN):	440443995
NAIC Classification:	522130
NAIC Description:	Credit Unions