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1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 401k Plan overview

Plan Name1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST
Plan identification number 002

1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

1ST ADVANTAGE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:1ST ADVANTAGE FEDERAL CREDIT UNION
Employer identification number (EIN):540623618
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY M. WILLIAMS MARY M. WILLIAMS2018-09-27
0022016-01-01MARY M. WILLIAMS MARY M. WILLIAMS2017-09-18
0022015-01-01MARY M. WILLIAMS MARY M. WILLIAMS2016-10-05
0022014-01-01MARY M. WILLIAMS MARY M. WILLIAMS2015-10-14
0022013-01-01MARY M. GREENMAN MARY M. GREENMAN2014-10-15
0022012-01-01MARY M GREENMAN MARY M. GREENMAN2013-10-10
0022011-01-01MARY M GREENMAN MARY M. GREENMAN2012-09-21
0022010-01-01MARY M GREENMAN
0022009-01-01MARY M. GREENMAN

Plan Statistics for 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST

401k plan membership statisitcs for 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST

Measure Date Value
2022: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01237
Total number of active participants reported on line 7a of the Form 55002022-01-01190
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01238
Number of participants with account balances2022-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01259
Total number of active participants reported on line 7a of the Form 55002021-01-01180
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01237
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01254
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01257
Number of participants with account balances2020-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01248
Number of participants with account balances2019-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01227
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01232
Number of participants with account balances2018-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-01198
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01219
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01213
Number of participants with account balances2016-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01217
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01221
Total number of active participants reported on line 7a of the Form 55002014-01-01178
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01199
Number of participants with account balances2014-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-01186
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01221
Number of participants with account balances2013-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01194
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01190
Number of participants with account balances2012-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01189
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01194
Number of participants with account balances2011-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01213
Total number of active participants reported on line 7a of the Form 55002010-01-01162
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01189
Number of participants with account balances2010-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01198
Total number of active participants reported on line 7a of the Form 55002009-01-01171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01213
Number of participants with account balances2009-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST

Measure Date Value
2022 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,691,059
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,353,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,263,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,443,538
Value of total assets at end of year2022-12-31$17,607,386
Value of total assets at beginning of year2022-12-31$22,652,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,772
Total interest from all sources2022-12-31$58,799
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$238,363
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$238,363
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
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$881,357
Participant contributions at end of year2022-12-31$207,755
Participant contributions at beginning of year2022-12-31$200,752
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$65,835
Other income not declared elsewhere2022-12-31$102
Administrative expenses (other) incurred2022-12-31$710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,045,006
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,607,386
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,652,392
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
Investment advisory and management fees2022-12-31$47,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,233,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,763,770
Value of interest in pooled separate accounts at end of year2022-12-31$2,413,869
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,218,680
Interest on participant loans2022-12-31$8,930
Interest earned on other investments2022-12-31$49,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,752,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,469,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,431,342
Net investment gain/loss from pooled separate accounts2022-12-31$-1,000,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$496,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,263,175
Contract administrator fees2022-12-31$42,279
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 name2022-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2022-12-31591906466
2021 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,808,626
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,399,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,295,289
Expenses. Certain deemed distributions of participant loans2021-12-31$640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,439,552
Value of total assets at end of year2021-12-31$22,652,392
Value of total assets at beginning of year2021-12-31$21,243,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$103,922
Total interest from all sources2021-12-31$64,683
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$254,718
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$254,718
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$8,000,000
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$873,316
Participant contributions at end of year2021-12-31$200,752
Participant contributions at beginning of year2021-12-31$217,755
Other income not declared elsewhere2021-12-31$52
Administrative expenses (other) incurred2021-12-31$103,922
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$1,408,775
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,652,392
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,243,617
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$15,763,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,604,148
Value of interest in pooled separate accounts at end of year2021-12-31$3,218,680
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,998,576
Interest on participant loans2021-12-31$8,211
Interest earned on other investments2021-12-31$56,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,469,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,423,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,475,796
Net investment gain/loss from pooled separate accounts2021-12-31$573,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$566,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,295,289
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 name2021-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2021-12-31591906466
2020 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,044,330
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,799,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,714,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,489,415
Value of total assets at end of year2020-12-31$21,243,617
Value of total assets at beginning of year2020-12-31$18,998,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,473
Total interest from all sources2020-12-31$62,865
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$203,454
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$203,454
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$8,000,000
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$779,852
Participant contributions at end of year2020-12-31$217,755
Participant contributions at beginning of year2020-12-31$185,185
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,945
Other income not declared elsewhere2020-12-31$-622
Administrative expenses (other) incurred2020-12-31$84,473
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$2,245,192
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,243,617
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,998,425
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$14,604,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,258,215
Value of interest in pooled separate accounts at end of year2020-12-31$2,998,576
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,681,893
Interest on participant loans2020-12-31$8,524
Interest earned on other investments2020-12-31$54,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,423,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,873,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,600,790
Net investment gain/loss from pooled separate accounts2020-12-31$688,428
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$704,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,714,665
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2020-12-31591906466
2019 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,551,090
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,958,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,865,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,408,661
Value of total assets at end of year2019-12-31$18,998,425
Value of total assets at beginning of year2019-12-31$16,406,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,117
Total interest from all sources2019-12-31$63,268
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$241,752
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$241,752
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
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$681,892
Participant contributions at end of year2019-12-31$185,185
Participant contributions at beginning of year2019-12-31$212,918
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,372
Other income not declared elsewhere2019-12-31$2
Administrative expenses (other) incurred2019-12-31$93,117
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$2,592,174
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,998,425
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,406,251
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$13,258,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,645,639
Value of interest in pooled separate accounts at end of year2019-12-31$2,681,893
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$9,897
Interest earned on other investments2019-12-31$53,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,873,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,547,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,582,205
Net investment gain/loss from pooled separate accounts2019-12-31$255,202
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$651,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,865,799
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2019-12-31591906466
2018 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,217,898
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,004,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$862,917
Value of total corrective distributions2018-12-31$133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,060,138
Value of total assets at end of year2018-12-31$16,406,251
Value of total assets at beginning of year2018-12-31$16,193,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$141,862
Total interest from all sources2018-12-31$52,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$259,463
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$259,463
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
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$637,566
Participant contributions at end of year2018-12-31$212,918
Participant contributions at beginning of year2018-12-31$160,639
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$357,313
Other income not declared elsewhere2018-12-31$4,385
Administrative expenses (other) incurred2018-12-31$141,862
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$212,986
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,406,251
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,193,265
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$13,645,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,649,421
Interest on participant loans2018-12-31$9,167
Interest earned on other investments2018-12-31$43,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,547,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,383,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,158,489
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$1,065,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$862,917
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2018-12-31591906466
2017 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,839,791
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,879,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,754,931
Value of total corrective distributions2017-12-31$34
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,544,371
Value of total assets at end of year2017-12-31$16,193,265
Value of total assets at beginning of year2017-12-31$14,232,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$124,266
Total interest from all sources2017-12-31$40,724
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$219,183
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$219,183
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$529,021
Participant contributions at end of year2017-12-31$160,639
Participant contributions at beginning of year2017-12-31$134,102
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,560
Other income not declared elsewhere2017-12-31$44,808
Administrative expenses (other) incurred2017-12-31$124,266
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$1,960,560
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,193,265
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,232,705
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$13,649,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,796,213
Interest on participant loans2017-12-31$5,326
Interest earned on other investments2017-12-31$35,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,383,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,302,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,990,705
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$993,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,754,931
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2017-12-31591906466
2016 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,547,274
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$810,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$690,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,444,718
Value of total assets at end of year2016-12-31$14,232,705
Value of total assets at beginning of year2016-12-31$12,495,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$120,016
Total interest from all sources2016-12-31$36,355
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$237,288
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$237,288
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$485,238
Participant contributions at end of year2016-12-31$134,102
Participant contributions at beginning of year2016-12-31$143,498
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$133,992
Other income not declared elsewhere2016-12-31$38,795
Administrative expenses (other) incurred2016-12-31$120,016
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$1,737,234
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,232,705
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,495,471
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$11,796,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,353,907
Interest on participant loans2016-12-31$4,500
Interest earned on other investments2016-12-31$31,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,302,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,998,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$790,118
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$825,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$690,024
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 name2016-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2016-12-31591906466
2015 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,460,511
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$580,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$481,255
Value of total corrective distributions2015-12-31$5,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,437,745
Value of total assets at end of year2015-12-31$12,495,471
Value of total assets at beginning of year2015-12-31$11,615,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,431
Total interest from all sources2015-12-31$24,796
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$173,178
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$173,178
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$395,210
Participant contributions at end of year2015-12-31$143,498
Participant contributions at beginning of year2015-12-31$153,386
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$97,583
Other income not declared elsewhere2015-12-31$43,663
Administrative expenses (other) incurred2015-12-31$94,431
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$879,615
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,495,471
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,615,856
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$10,353,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,713,387
Interest on participant loans2015-12-31$5,353
Interest earned on other investments2015-12-31$19,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,998,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,749,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-218,871
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$944,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$481,255
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 name2015-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2015-12-31591906466
2014 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,717,115
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$754,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$663,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,092,586
Value of total assets at end of year2014-12-31$11,615,856
Value of total assets at beginning of year2014-12-31$10,652,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90,299
Total interest from all sources2014-12-31$21,855
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$180,497
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$180,497
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$292,167
Participant contributions at end of year2014-12-31$153,386
Participant contributions at beginning of year2014-12-31$142,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$29,452
Administrative expenses (other) incurred2014-12-31$90,299
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$962,887
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,615,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,652,969
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$9,713,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,802,751
Interest on participant loans2014-12-31$6,416
Interest earned on other investments2014-12-31$15,439
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,749,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,707,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$392,725
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$800,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$663,929
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 name2014-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2014-12-31591906466
2013 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$291,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,584
Total income from all sources (including contributions)2013-12-31$1,863,693
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$913,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$844,882
Value of total corrective distributions2013-12-31$7,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$286,181
Value of total assets at end of year2013-12-31$10,652,969
Value of total assets at beginning of year2013-12-31$9,412,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,407
Total interest from all sources2013-12-31$10,516
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$164,267
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$164,267
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
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$230,825
Participant contributions at end of year2013-12-31$142,727
Participant contributions at beginning of year2013-12-31$97,655
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,584
Other income not declared elsewhere2013-12-31$25,904
Administrative expenses (other) incurred2013-12-31$60,407
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$48,163
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$950,610
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,652,969
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,410,717
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$8,802,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,575,394
Interest on participant loans2013-12-31$3,731
Interest earned on other investments2013-12-31$6,772
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$977,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,707,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,367,703
Net investment gain or loss from common/collective trusts2013-12-31$9,122
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$6,923
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$710,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$844,882
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 name2013-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2013-12-31591906466
2012 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,089,914
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,355,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,315,547
Value of total corrective distributions2012-12-31$3,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$978,015
Value of total assets at end of year2012-12-31$9,412,301
Value of total assets at beginning of year2012-12-31$9,676,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,902
Total interest from all sources2012-12-31$3,542
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$154,762
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$154,762
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
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$255,844
Participant contributions at end of year2012-12-31$97,655
Participant contributions at beginning of year2012-12-31$106,005
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,584
Administrative expenses (other) incurred2012-12-31$7,302
Total non interest bearing cash at end of year2012-12-31$48,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-265,937
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,410,717
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,676,654
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$7,575,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,724,220
Interest on participant loans2012-12-31$3,542
Value of interest in common/collective trusts at end of year2012-12-31$977,812
Value of interest in common/collective trusts at beginning of year2012-12-31$1,083,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$930,385
Net investment gain or loss from common/collective trusts2012-12-31$23,210
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$722,171
Employer contributions (assets) at end of year2012-12-31$710,493
Employer contributions (assets) at beginning of year2012-12-31$759,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,315,547
Contract administrator fees2012-12-31$29,600
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 name2012-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2012-12-31591906466
2011 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$738,447
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$282,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$248,075
Expenses. Certain deemed distributions of participant loans2011-12-31$1,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$998,343
Value of total assets at end of year2011-12-31$9,676,654
Value of total assets at beginning of year2011-12-31$9,221,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,207
Total interest from all sources2011-12-31$2,952
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$132,144
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$132,144
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$238,995
Participant contributions at end of year2011-12-31$106,005
Participant contributions at beginning of year2011-12-31$61,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,235
Administrative expenses (other) incurred2011-12-31$1,625
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$455,567
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,676,654
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,221,087
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$7,724,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,407,560
Interest on participant loans2011-12-31$2,952
Value of interest in common/collective trusts at end of year2011-12-31$1,083,151
Value of interest in common/collective trusts at beginning of year2011-12-31$1,041,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-421,268
Net investment gain or loss from common/collective trusts2011-12-31$26,276
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$759,348
Employer contributions (assets) at end of year2011-12-31$759,348
Employer contributions (assets) at beginning of year2011-12-31$706,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$248,075
Contract administrator fees2011-12-31$31,582
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 name2011-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2011-12-31591906466
2010 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,835,779
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$355,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$325,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$922,320
Value of total assets at end of year2010-12-31$9,221,087
Value of total assets at beginning of year2010-12-31$7,740,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,865
Total interest from all sources2010-12-31$3,237
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$123,138
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$123,138
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$216,179
Participant contributions at end of year2010-12-31$61,883
Participant contributions at beginning of year2010-12-31$76,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,701
Administrative expenses (other) incurred2010-12-31$27,140
Total non interest bearing cash at beginning of year2010-12-31$550
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$1,480,176
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,221,087
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,740,911
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$7,407,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,846,479
Interest on participant loans2010-12-31$3,237
Value of interest in common/collective trusts at end of year2010-12-31$1,041,268
Value of interest in common/collective trusts at beginning of year2010-12-31$1,148,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$758,918
Net investment gain or loss from common/collective trusts2010-12-31$28,166
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$706,141
Employer contributions (assets) at end of year2010-12-31$706,141
Employer contributions (assets) at beginning of year2010-12-31$664,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$325,738
Contract administrator fees2010-12-31$2,725
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 name2010-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2010-12-31591906466
2009 : 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 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 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST

2022: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 1ST ADVANTAGE FEDERAL CREDIT UNION 401K PLAN AND TRUST 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074084
Policy instance 1
Insurance contract or identification number074084
Number of Individuals Covered238
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074084
Policy instance 1
Insurance contract or identification number074084
Number of Individuals Covered237
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074084
Policy instance 1
Insurance contract or identification number074084
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074084
Policy instance 1
Insurance contract or identification number074084
Number of Individuals Covered248
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074084
Policy instance 1
Insurance contract or identification number074084
Number of Individuals Covered227
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074084
Policy instance 1
Insurance contract or identification number074084
Number of Individuals Covered217
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074084
Policy instance 1
Insurance contract or identification number074084
Number of Individuals Covered199
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074084
Policy instance 1
Insurance contract or identification number074084
Number of Individuals Covered221
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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