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SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SECU CREDIT UNION
Employer identification number (EIN):520627114
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TESHIA DAVIS
0012016-01-01TESHIA DAVIS
0012015-01-01TESHIA DAVIS
0012014-01-01TESHIA WILLIAMS
0012013-01-01TESHIA WILLIAMS
0012012-01-01TESHIA WILLIAMS
0012011-01-01TESHIA WILLIAMS
0012009-01-01TESHIA WILLIAMS
0012009-01-01TESHIA WILLIAMS
0012009-01-01TESHIA WILLIAMS

Plan Statistics for SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,541
Total number of active participants reported on line 7a of the Form 55002022-01-011,272
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01480
Total of all active and inactive participants2022-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,764
Number of participants with account balances2022-01-011,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01231
2021: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,667
Total number of active participants reported on line 7a of the Form 55002021-01-011,146
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01384
Total of all active and inactive participants2021-01-011,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,541
Number of participants with account balances2021-01-011,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01226
2020: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,529
Total number of active participants reported on line 7a of the Form 55002020-01-011,042
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01621
Total of all active and inactive participants2020-01-011,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,667
Number of participants with account balances2020-01-011,575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01218
2019: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,444
Total number of active participants reported on line 7a of the Form 55002019-01-011,006
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01516
Total of all active and inactive participants2019-01-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,529
Number of participants with account balances2019-01-011,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01227
2018: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,449
Total number of active participants reported on line 7a of the Form 55002018-01-01993
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01445
Total of all active and inactive participants2018-01-011,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,444
Number of participants with account balances2018-01-011,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01232
2017: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,268
Total number of active participants reported on line 7a of the Form 55002017-01-01976
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01469
Total of all active and inactive participants2017-01-011,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,449
Number of participants with account balances2017-01-011,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01237
2016: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01675
Total number of active participants reported on line 7a of the Form 55002016-01-01918
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01346
Total of all active and inactive participants2016-01-011,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,268
Number of participants with account balances2016-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01204
2015: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01692
Total number of active participants reported on line 7a of the Form 55002015-01-01402
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01270
Total of all active and inactive participants2015-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01675
Number of participants with account balances2015-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0199
2014: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01644
Total number of active participants reported on line 7a of the Form 55002014-01-01414
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01275
Total of all active and inactive participants2014-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01692
Number of participants with account balances2014-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01104
2013: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01691
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01223
Total of all active and inactive participants2013-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01227
Number of participants with account balances2013-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01114
2012: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01665
Total number of active participants reported on line 7a of the Form 55002012-01-01511
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01177
Total of all active and inactive participants2012-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01691
Number of participants with account balances2012-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0169
2011: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01657
Total number of active participants reported on line 7a of the Form 55002011-01-01505
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01159
Total of all active and inactive participants2011-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01665
Number of participants with account balances2011-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0175
2009: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01790
Total number of active participants reported on line 7a of the Form 55002009-01-01536
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0199
Total of all active and inactive participants2009-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01637
Number of participants with account balances2009-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0188

Financial Data on SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,164,677
Total of all expenses incurred2022-12-31$7,005,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,797,408
Expenses. Certain deemed distributions of participant loans2022-12-31$26,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,402,537
Value of total assets at end of year2022-12-31$81,560,765
Value of total assets at beginning of year2022-12-31$93,730,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$181,224
Total interest from all sources2022-12-31$123,132
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,393,911
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$2,393,911
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$6,160,362
Participant contributions at end of year2022-12-31$2,826,969
Participant contributions at beginning of year2022-12-31$2,559,262
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,015,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,979
Administrative expenses (other) incurred2022-12-31$181,224
Total non interest bearing cash at end of year2022-12-31$1,221
Total non interest bearing cash at beginning of year2022-12-31$8,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,169,934
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,560,765
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$93,730,699
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$72,732,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$82,093,787
Interest on participant loans2022-12-31$122,081
Value of interest in common/collective trusts at end of year2022-12-31$5,861,938
Value of interest in common/collective trusts at beginning of year2022-12-31$5,606,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$134,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$454,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$454,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,186,773
Net investment gain or loss from common/collective trusts2022-12-31$102,516
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,227,149
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$3,006,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,797,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$21,598,849
Total of all expenses incurred2021-12-31$5,957,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,746,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,758,236
Value of total assets at end of year2021-12-31$93,730,699
Value of total assets at beginning of year2021-12-31$78,089,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$211,152
Total interest from all sources2021-12-31$112,716
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,605,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,605,429
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$5,242,462
Participant contributions at end of year2021-12-31$2,559,262
Participant contributions at beginning of year2021-12-31$2,338,182
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,047,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,041
Administrative expenses (other) incurred2021-12-31$211,152
Total non interest bearing cash at end of year2021-12-31$8,050
Total non interest bearing cash at beginning of year2021-12-31$8,945
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$15,641,587
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,730,699
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,089,112
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$82,093,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$65,911,936
Interest on participant loans2021-12-31$112,716
Value of interest in common/collective trusts at end of year2021-12-31$5,606,711
Value of interest in common/collective trusts at beginning of year2021-12-31$7,044,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$454,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$408,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$408,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,024,056
Net investment gain or loss from common/collective trusts2021-12-31$98,412
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,468,345
Employer contributions (assets) at end of year2021-12-31$3,006,440
Employer contributions (assets) at beginning of year2021-12-31$2,371,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,746,110
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,593,334
Total of all expenses incurred2020-12-31$11,672,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,508,760
Expenses. Certain deemed distributions of participant loans2020-12-31$1,249
Value of total corrective distributions2020-12-31$1,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,507,630
Value of total assets at end of year2020-12-31$78,089,112
Value of total assets at beginning of year2020-12-31$72,167,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$160,059
Total interest from all sources2020-12-31$115,070
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,051,043
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$1,051,043
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$4,492,572
Participant contributions at end of year2020-12-31$2,338,182
Participant contributions at beginning of year2020-12-31$1,870,578
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$314,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$826
Administrative expenses (other) incurred2020-12-31$160,059
Total non interest bearing cash at end of year2020-12-31$8,945
Total non interest bearing cash at beginning of year2020-12-31$490
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$5,921,332
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,089,112
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,167,780
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$65,911,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,938,392
Interest on participant loans2020-12-31$114,766
Value of interest in common/collective trusts at end of year2020-12-31$7,044,322
Value of interest in common/collective trusts at beginning of year2020-12-31$4,567,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$408,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$284,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$284,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,796,920
Net investment gain or loss from common/collective trusts2020-12-31$122,671
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$3,700,349
Employer contributions (assets) at end of year2020-12-31$2,371,915
Employer contributions (assets) at beginning of year2020-12-31$2,505,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,508,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$20,329,572
Total of all expenses incurred2019-12-31$6,627,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,465,922
Expenses. Certain deemed distributions of participant loans2019-12-31$7,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,013,617
Value of total assets at end of year2019-12-31$72,167,780
Value of total assets at beginning of year2019-12-31$58,465,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,702
Total interest from all sources2019-12-31$121,931
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,264,978
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$1,264,978
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$4,107,542
Participant contributions at end of year2019-12-31$1,870,578
Participant contributions at beginning of year2019-12-31$1,654,043
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$279,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,980
Other income not declared elsewhere2019-12-31$34,818
Administrative expenses (other) incurred2019-12-31$153,702
Total non interest bearing cash at end of year2019-12-31$490
Total non interest bearing cash at beginning of year2019-12-31$1,579
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$13,702,163
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,167,780
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,465,617
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$62,938,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,640,097
Interest on participant loans2019-12-31$94,681
Interest earned on other investments2019-12-31$25,727
Value of interest in common/collective trusts at end of year2019-12-31$4,567,406
Value of interest in common/collective trusts at beginning of year2019-12-31$5,483,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$284,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$321,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$321,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,792,231
Net investment gain or loss from common/collective trusts2019-12-31$101,997
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$3,626,791
Employer contributions (assets) at end of year2019-12-31$2,505,355
Employer contributions (assets) at beginning of year2019-12-31$2,361,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,465,922
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$5,192,369
Total of all expenses incurred2018-12-31$3,697,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,544,268
Expenses. Certain deemed distributions of participant loans2018-12-31$5,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,251,202
Value of total assets at end of year2018-12-31$58,465,617
Value of total assets at beginning of year2018-12-31$56,970,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$147,609
Total interest from all sources2018-12-31$72,800
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$733,749
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$733,749
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
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$3,558,731
Participant contributions at end of year2018-12-31$1,654,043
Participant contributions at beginning of year2018-12-31$1,439,303
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,325,501
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,357
Other income not declared elsewhere2018-12-31$24,897
Administrative expenses (other) incurred2018-12-31$147,609
Total non interest bearing cash at end of year2018-12-31$1,579
Total non interest bearing cash at beginning of year2018-12-31$3,427
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$1,494,631
Value of net assets at end of year (total assets less liabilities)2018-12-31$58,465,617
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,970,986
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$48,640,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,166,421
Interest on participant loans2018-12-31$72,004
Value of interest in common/collective trusts at end of year2018-12-31$5,483,898
Value of interest in common/collective trusts at beginning of year2018-12-31$4,934,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$321,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$260,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$260,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,985,112
Net investment gain or loss from common/collective trusts2018-12-31$94,833
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$3,366,970
Employer contributions (assets) at end of year2018-12-31$2,361,699
Employer contributions (assets) at beginning of year2018-12-31$2,164,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,544,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,261,978
Total of all expenses incurred2017-12-31$3,514,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,390,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,379,454
Value of total assets at end of year2017-12-31$56,970,986
Value of total assets at beginning of year2017-12-31$46,223,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$124,349
Total interest from all sources2017-12-31$63,542
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$855,051
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$855,051
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
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$3,061,307
Participant contributions at end of year2017-12-31$1,439,303
Participant contributions at beginning of year2017-12-31$1,641,820
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$227,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,293
Other income not declared elsewhere2017-12-31$23,687
Administrative expenses (other) incurred2017-12-31$124,349
Total non interest bearing cash at end of year2017-12-31$3,427
Total non interest bearing cash at beginning of year2017-12-31$5,039
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$10,747,012
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,970,986
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,223,974
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$48,166,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,741,230
Interest on participant loans2017-12-31$63,388
Value of interest in common/collective trusts at end of year2017-12-31$4,934,368
Value of interest in common/collective trusts at beginning of year2017-12-31$4,708,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$260,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$195,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$195,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,879,389
Net investment gain or loss from common/collective trusts2017-12-31$60,855
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$3,090,372
Employer contributions (assets) at end of year2017-12-31$2,164,614
Employer contributions (assets) at beginning of year2017-12-31$1,929,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,390,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN,LLP
Accountancy firm EIN2017-12-31410746749
2016 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,334,120
Total of all expenses incurred2016-12-31$3,720,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,619,892
Expenses. Certain deemed distributions of participant loans2016-12-31$5,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,624,515
Value of total assets at end of year2016-12-31$46,223,974
Value of total assets at beginning of year2016-12-31$40,610,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$94,613
Total interest from all sources2016-12-31$59,715
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$603,085
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$603,085
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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$2,558,940
Participant contributions at end of year2016-12-31$1,641,820
Participant contributions at beginning of year2016-12-31$1,432,055
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,376,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$370,795
Other income not declared elsewhere2016-12-31$17,857
Administrative expenses (other) incurred2016-12-31$94,613
Total non interest bearing cash at end of year2016-12-31$5,039
Total non interest bearing cash at beginning of year2016-12-31$5,039
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$5,613,819
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,223,974
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,610,155
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,741,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,300,654
Interest on participant loans2016-12-31$59,715
Interest earned on other investments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$4,708,441
Value of interest in common/collective trusts at beginning of year2016-12-31$4,055,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$195,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$187,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$187,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,977,643
Net investment gain or loss from common/collective trusts2016-12-31$51,305
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$2,689,274
Employer contributions (assets) at end of year2016-12-31$1,929,519
Employer contributions (assets) at beginning of year2016-12-31$1,259,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,619,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$4,363,734
Total income from all sources (including contributions)2015-12-31$3,876,532
Total of all expenses incurred2015-12-31$4,195,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,117,655
Expenses. Certain deemed distributions of participant loans2015-12-31$978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,617,851
Value of total assets at end of year2015-12-31$40,610,155
Value of total assets at beginning of year2015-12-31$36,565,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,573
Total interest from all sources2015-12-31$46,641
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$483,767
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$483,767
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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$1,612,016
Participant contributions at end of year2015-12-31$1,432,055
Participant contributions at beginning of year2015-12-31$1,189,982
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$312,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$370,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,934
Other income not declared elsewhere2015-12-31$12,046
Administrative expenses (other) incurred2015-12-31$76,573
Total non interest bearing cash at end of year2015-12-31$5,039
Total non interest bearing cash at beginning of year2015-12-31$7,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-318,674
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,610,155
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,565,095
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,300,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,737,473
Interest on participant loans2015-12-31$46,641
Value of interest in common/collective trusts at end of year2015-12-31$4,055,112
Value of interest in common/collective trusts at beginning of year2015-12-31$4,307,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$187,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$133,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$133,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,060
Net investment gain or loss from common/collective trusts2015-12-31$50,287
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$1,693,157
Employer contributions (assets) at end of year2015-12-31$1,259,474
Employer contributions (assets) at beginning of year2015-12-31$1,186,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,117,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,418,096
Total of all expenses incurred2014-12-31$4,342,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,265,543
Expenses. Certain deemed distributions of participant loans2014-12-31$12,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,359,376
Value of total assets at end of year2014-12-31$36,565,095
Value of total assets at beginning of year2014-12-31$35,489,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,328
Total interest from all sources2014-12-31$51,111
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$552,413
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$552,413
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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$1,438,925
Participant contributions at end of year2014-12-31$1,189,982
Participant contributions at beginning of year2014-12-31$1,245,749
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$368,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,709
Other income not declared elsewhere2014-12-31$104,500
Administrative expenses (other) incurred2014-12-31$64,328
Total non interest bearing cash at end of year2014-12-31$7,942
Total non interest bearing cash at beginning of year2014-12-31$165,094
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$1,075,527
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,565,095
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,489,568
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,737,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,396,231
Interest on participant loans2014-12-31$51,098
Value of interest in common/collective trusts at end of year2014-12-31$4,307,825
Value of interest in common/collective trusts at beginning of year2014-12-31$5,338,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$133,132
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,297,513
Net investment gain or loss from common/collective trusts2014-12-31$53,183
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$1,551,798
Employer contributions (assets) at end of year2014-12-31$1,186,807
Employer contributions (assets) at beginning of year2014-12-31$1,341,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,265,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,672,264
Total of all expenses incurred2013-12-31$5,847,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,805,048
Expenses. Certain deemed distributions of participant loans2013-12-31$72
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,342,598
Value of total assets at end of year2013-12-31$35,489,568
Value of total assets at beginning of year2013-12-31$31,664,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,213
Total interest from all sources2013-12-31$57,470
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$407,497
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$407,497
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$1,574,744
Participant contributions at end of year2013-12-31$1,245,749
Participant contributions at beginning of year2013-12-31$1,478,237
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$889,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,709
Other income not declared elsewhere2013-12-31$9,185
Administrative expenses (other) incurred2013-12-31$42,213
Total non interest bearing cash at end of year2013-12-31$165,094
Total non interest bearing cash at beginning of year2013-12-31$10,849
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$3,824,931
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,489,568
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,664,637
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$27,396,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,490,603
Interest on participant loans2013-12-31$57,459
Value of interest in common/collective trusts at end of year2013-12-31$5,338,968
Value of interest in common/collective trusts at beginning of year2013-12-31$6,359,909
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$82,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$82,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,786,217
Net investment gain or loss from common/collective trusts2013-12-31$69,297
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$1,877,971
Employer contributions (assets) at end of year2013-12-31$1,341,817
Employer contributions (assets) at beginning of year2013-12-31$1,243,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,805,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,579,174
Total of all expenses incurred2012-12-31$2,486,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,471,464
Expenses. Certain deemed distributions of participant loans2012-12-31$5,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,940,613
Value of total assets at end of year2012-12-31$31,664,637
Value of total assets at beginning of year2012-12-31$27,572,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,050
Total interest from all sources2012-12-31$60,798
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$409,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$409,982
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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$1,512,724
Participant contributions at end of year2012-12-31$1,478,237
Participant contributions at beginning of year2012-12-31$1,437,175
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$748,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$586
Other income not declared elsewhere2012-12-31$3,387
Administrative expenses (other) incurred2012-12-31$10,050
Total non interest bearing cash at end of year2012-12-31$10,849
Total non interest bearing cash at beginning of year2012-12-31$7,482
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$4,092,342
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,664,637
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,572,295
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$22,490,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,656,823
Interest on participant loans2012-12-31$60,791
Value of interest in common/collective trusts at end of year2012-12-31$6,359,909
Value of interest in common/collective trusts at beginning of year2012-12-31$6,118,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$82,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$105,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$105,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,230,025
Net investment gain or loss from common/collective trusts2012-12-31$-65,631
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,679,192
Employer contributions (assets) at end of year2012-12-31$1,243,001
Employer contributions (assets) at beginning of year2012-12-31$1,245,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,471,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,335,802
Total of all expenses incurred2011-12-31$2,175,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,163,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,461,208
Value of total assets at end of year2011-12-31$27,572,295
Value of total assets at beginning of year2011-12-31$25,412,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,775
Total interest from all sources2011-12-31$58,680
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$318,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$318,188
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
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$1,344,926
Participant contributions at end of year2011-12-31$1,437,175
Participant contributions at beginning of year2011-12-31$1,190,523
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$277,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$802
Administrative expenses (other) incurred2011-12-31$11,775
Total non interest bearing cash at end of year2011-12-31$7,482
Total non interest bearing cash at beginning of year2011-12-31$2,565
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$2,160,237
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,572,295
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,412,058
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$18,656,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,132,085
Interest on participant loans2011-12-31$58,671
Value of interest in common/collective trusts at end of year2011-12-31$6,118,599
Value of interest in common/collective trusts at beginning of year2011-12-31$5,980,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$105,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$105,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$105,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-627,966
Net investment gain or loss from common/collective trusts2011-12-31$125,692
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,838,818
Employer contributions (assets) at end of year2011-12-31$1,245,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,163,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,221,477
Total of all expenses incurred2010-12-31$2,690,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,663,200
Expenses. Certain deemed distributions of participant loans2010-12-31$16,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,951,263
Value of total assets at end of year2010-12-31$25,412,058
Value of total assets at beginning of year2010-12-31$22,880,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,350
Total interest from all sources2010-12-31$54,198
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$296,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$296,770
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
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$1,309,704
Participant contributions at end of year2010-12-31$1,190,523
Participant contributions at beginning of year2010-12-31$936,314
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$802
Administrative expenses (other) incurred2010-12-31$10,350
Total non interest bearing cash at end of year2010-12-31$2,565
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$2,531,075
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,412,058
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,880,983
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$18,132,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,786,787
Interest on participant loans2010-12-31$54,188
Value of interest in common/collective trusts at end of year2010-12-31$5,980,872
Value of interest in common/collective trusts at beginning of year2010-12-31$5,919,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$105,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$238,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$238,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,644,490
Net investment gain or loss from common/collective trusts2010-12-31$274,756
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$1,609,766
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$2,663,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY AND PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : SECU CREDIT UNION 401(K) RETIREMENT SAVINGS 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 SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

2022: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SECU CREDIT UNION 401(K) RETIREMENT SAVINGS 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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