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S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameS.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

S.C. STATE FEDERAL CREDIT UNION 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

S.C. STATE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:S.C. STATE FEDERAL CREDIT UNION
Employer identification number (EIN):570345019
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01MERIDA TRASK
0022023-01-01
0022023-01-01MERIDA TRASK
0022022-01-01
0022022-01-01MERIDA TRASK
0022021-01-01
0022021-01-01MERIDA TRASK
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MERIDA A TRASK
0022016-01-01MERIDA A TRASK
0022015-01-01MERIDA A TRASK
0022014-01-01MERIDA A TRASK
0022013-01-01MERIDA A TRASK
0022012-01-01MERIDA A TRASK
0022011-01-01MERIDA TRASK
0022010-01-01MERIDA TRASK
0022009-01-01MERIDA TRASK MERIDA TRASK2010-09-22

Plan Statistics for S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01280
Total number of active participants reported on line 7a of the Form 55002023-01-01220
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0147
Total of all active and inactive participants2023-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01267
Number of participants with account balances2023-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0111
2022: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01264
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01291
Total number of active participants reported on line 7a of the Form 55002021-01-01199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01252
Number of participants with account balances2021-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01281
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01276
Number of participants with account balances2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01269
Total number of active participants reported on line 7a of the Form 55002019-01-01201
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01264
Number of participants with account balances2019-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01267
Total number of active participants reported on line 7a of the Form 55002018-01-01201
Number of retired or separated participants receiving benefits2018-01-0152
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01256
Number of participants with account balances2018-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01267
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01254
Number of participants with account balances2017-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01247
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01239
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01230
Total number of active participants reported on line 7a of the Form 55002015-01-01174
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01228
Number of participants with account balances2015-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01242
Total number of active participants reported on line 7a of the Form 55002014-01-01174
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01219
Number of participants with account balances2014-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01169
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01214
Number of participants with account balances2013-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01213
Total number of active participants reported on line 7a of the Form 55002012-01-01162
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01211
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01207
Number of participants with account balances2011-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01232
Total number of active participants reported on line 7a of the Form 55002010-01-01170
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01207
Number of participants with account balances2010-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023 : S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,642,500
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$572,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$482,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,278,430
Value of total assets at end of year2023-12-31$17,127,480
Value of total assets at beginning of year2023-12-31$14,057,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$90,362
Total interest from all sources2023-12-31$71,095
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$506,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$506,329
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$687,122
Participant contributions at end of year2023-12-31$702,562
Participant contributions at beginning of year2023-12-31$532,752
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$7,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,069,769
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,127,480
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,057,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$13,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,626,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,672,543
Interest on participant loans2023-12-31$41,137
Interest earned on other investments2023-12-31$29,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,798,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,852,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,786,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$584,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$482,369
Contract administrator fees2023-12-31$66,609
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2023-12-31570568919
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,642,500
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$572,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$482,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,278,430
Value of total assets at end of year2023-01-01$17,127,480
Value of total assets at beginning of year2023-01-01$14,057,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$90,362
Total interest from all sources2023-01-01$71,095
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$506,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$506,329
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$9,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$687,122
Participant contributions at end of year2023-01-01$702,562
Participant contributions at beginning of year2023-01-01$532,752
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$7,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,069,769
Value of net assets at end of year (total assets less liabilities)2023-01-01$17,127,480
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$14,057,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$13,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$14,626,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$11,672,543
Interest on participant loans2023-01-01$41,137
Interest earned on other investments2023-01-01$29,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,798,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,852,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,786,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$584,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$482,369
Contract administrator fees2023-01-01$66,609
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2023-01-01570568919
2022 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-908,753
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,146,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,061,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,486,372
Value of total assets at end of year2022-12-31$14,057,711
Value of total assets at beginning of year2022-12-31$16,113,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,172
Total interest from all sources2022-12-31$41,232
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$506,218
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$506,218
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$601,502
Participant contributions at end of year2022-12-31$532,752
Participant contributions at beginning of year2022-12-31$469,269
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$388,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,055,733
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,057,711
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,113,444
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$12,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,672,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,355,971
Interest on participant loans2022-12-31$23,585
Interest earned on other investments2022-12-31$17,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,852,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,288,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,942,575
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$496,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,061,808
Contract administrator fees2022-12-31$73,018
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 name2022-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2022-12-31570568919
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-908,753
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,146,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,061,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,486,372
Value of total assets at end of year2022-01-01$14,057,711
Value of total assets at beginning of year2022-01-01$16,113,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$85,172
Total interest from all sources2022-01-01$41,232
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$506,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$506,218
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$9,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$601,502
Participant contributions at end of year2022-01-01$532,752
Participant contributions at beginning of year2022-01-01$469,269
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$388,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,055,733
Value of net assets at end of year (total assets less liabilities)2022-01-01$14,057,711
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$16,113,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$12,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$11,672,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$14,355,971
Interest on participant loans2022-01-01$23,585
Interest earned on other investments2022-01-01$17,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,852,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,288,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,942,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$496,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,061,808
Contract administrator fees2022-01-01$73,018
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2022-01-01570568919
2021 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$3,139,081
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,070,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$973,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,096,936
Value of total assets at end of year2021-12-31$16,113,444
Value of total assets at beginning of year2021-12-31$14,044,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$96,559
Total interest from all sources2021-12-31$43,068
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$563,319
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$563,319
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
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$563,047
Participant contributions at end of year2021-12-31$469,269
Participant contributions at beginning of year2021-12-31$569,097
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$62,884
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$2,068,682
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,113,444
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,044,762
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
Investment advisory and management fees2021-12-31$13,439
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,355,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,628,419
Interest on participant loans2021-12-31$26,816
Interest earned on other investments2021-12-31$16,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,288,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,847,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,435,758
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$471,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$973,840
Contract administrator fees2021-12-31$83,120
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 name2021-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2021-12-31570568919
2020 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$2,567,265
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,064,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$992,788
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,021,019
Value of total assets at end of year2020-12-31$14,044,762
Value of total assets at beginning of year2020-12-31$12,541,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,594
Total interest from all sources2020-12-31$34,955
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$441,255
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$441,255
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
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$538,695
Participant contributions at end of year2020-12-31$569,097
Participant contributions at beginning of year2020-12-31$652,914
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,502,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,044,762
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,541,879
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$11,628,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,436,921
Interest on participant loans2020-12-31$34,955
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,847,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,452,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,070,036
Net investment gain or loss from common/collective trusts2020-12-31$0
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$482,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$992,788
Contract administrator fees2020-12-31$71,594
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2020-12-31570568919
2019 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$3,095,208
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$729,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$658,074
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,069,096
Value of total assets at end of year2019-12-31$12,541,879
Value of total assets at beginning of year2019-12-31$10,176,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,371
Total interest from all sources2019-12-31$57,703
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$354,381
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$354,381
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
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$519,179
Participant contributions at end of year2019-12-31$652,914
Participant contributions at beginning of year2019-12-31$688,169
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$81,441
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$2,365,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,541,879
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,176,116
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$10,436,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,264,993
Interest on participant loans2019-12-31$36,713
Interest earned on other investments2019-12-31$20,990
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,452,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,222,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,614,028
Net investment gain or loss from common/collective trusts2019-12-31$0
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$468,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$658,074
Contract administrator fees2019-12-31$71,371
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 name2019-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2019-12-31570568919
2018 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$524,699
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$868,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$815,055
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,110,616
Value of total assets at end of year2018-12-31$10,176,116
Value of total assets at beginning of year2018-12-31$10,519,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,042
Total interest from all sources2018-12-31$50,162
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$385,949
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$385,949
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$8,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$506,661
Participant contributions at end of year2018-12-31$688,169
Participant contributions at beginning of year2018-12-31$630,848
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$141,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-343,398
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,176,116
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,519,514
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$8,264,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,636,405
Interest on participant loans2018-12-31$34,453
Interest earned on other investments2018-12-31$15,709
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,222,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,252,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,022,028
Net investment gain or loss from common/collective trusts2018-12-31$0
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$462,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$815,055
Contract administrator fees2018-12-31$53,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2018-12-31570568919
2017 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$2,105,978
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$402,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$388,667
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$900,518
Value of total assets at end of year2017-12-31$10,519,514
Value of total assets at beginning of year2017-12-31$8,815,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,625
Total interest from all sources2017-12-31$45,743
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$8,000,000
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$461,518
Participant contributions at end of year2017-12-31$630,848
Participant contributions at beginning of year2017-12-31$661,004
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,379
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$1,703,686
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,519,514
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,815,828
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$8,636,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,846,413
Interest on participant loans2017-12-31$30,351
Interest earned on other investments2017-12-31$15,392
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,252,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,308,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,159,717
Net investment gain or loss from common/collective trusts2017-12-31$0
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$401,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$388,667
Contract administrator fees2017-12-31$13,625
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 name2017-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2017-12-31570568919
2016 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$1,295,936
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$488,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$470,741
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$782,057
Value of total assets at end of year2016-12-31$8,815,828
Value of total assets at beginning of year2016-12-31$8,008,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,176
Total interest from all sources2016-12-31$26,192
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,292
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$16,292
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
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$382,708
Participant contributions at end of year2016-12-31$661,004
Participant contributions at beginning of year2016-12-31$516,976
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,120
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$807,019
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,815,828
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,008,809
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$6,846,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,512,274
Interest on participant loans2016-12-31$26,192
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,308,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$979,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$471,395
Net investment gain or loss from common/collective trusts2016-12-31$0
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$378,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$470,741
Contract administrator fees2016-12-31$18,176
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 name2016-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2016-12-31570568919
2015 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$697,282
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$642,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$631,579
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$743,563
Value of total assets at end of year2015-12-31$8,008,809
Value of total assets at beginning of year2015-12-31$7,953,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,750
Total interest from all sources2015-12-31$36,348
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
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$341,772
Participant contributions at end of year2015-12-31$516,976
Participant contributions at beginning of year2015-12-31$470,313
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,178
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$54,953
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,008,809
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,953,856
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$6,512,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,498,806
Interest on participant loans2015-12-31$20,991
Interest earned on other investments2015-12-31$15,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$979,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$984,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-82,629
Net investment gain or loss from common/collective trusts2015-12-31$0
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$337,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$631,579
Contract administrator fees2015-12-31$10,750
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 name2015-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2015-12-31570568919
2014 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$1,119,741
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$282,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$273,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$683,129
Value of total assets at end of year2014-12-31$7,953,856
Value of total assets at beginning of year2014-12-31$7,117,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,900
Total interest from all sources2014-12-31$36,645
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
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$319,308
Participant contributions at end of year2014-12-31$470,313
Participant contributions at beginning of year2014-12-31$465,680
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,513
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$836,812
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,953,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,117,044
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$6,498,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,589,135
Interest on participant loans2014-12-31$19,866
Interest earned on other investments2014-12-31$16,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$984,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,062,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$399,967
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$324,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$273,029
Contract administrator fees2014-12-31$9,900
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 name2014-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2014-12-31570568919
2013 : S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,893,440
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$364,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$354,613
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$947,787
Value of total assets at end of year2013-12-31$7,117,044
Value of total assets at beginning of year2013-12-31$5,588,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,925
Total interest from all sources2013-12-31$33,198
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$300,472
Participant contributions at end of year2013-12-31$465,680
Participant contributions at beginning of year2013-12-31$388,130
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$339,479
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$1,528,902
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,117,044
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,588,142
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$5,589,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,462,881
Interest on participant loans2013-12-31$17,251
Interest earned on other investments2013-12-31$15,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,062,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$737,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$912,455
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$307,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$354,613
Contract administrator fees2013-12-31$9,925
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 name2013-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2013-12-31570568919
2012 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,054,361
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$262,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$254,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$573,080
Value of total assets at end of year2012-12-31$5,588,142
Value of total assets at beginning of year2012-12-31$4,796,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,925
Total interest from all sources2012-12-31$30,408
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$279,034
Participant contributions at end of year2012-12-31$388,130
Participant contributions at beginning of year2012-12-31$343,649
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,261
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$792,054
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,588,142
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,796,088
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$4,462,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,884,749
Interest on participant loans2012-12-31$14,909
Interest earned on other investments2012-12-31$15,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$737,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$567,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$450,873
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$278,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$254,382
Contract administrator fees2012-12-31$7,925
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 name2012-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2012-12-31570568919
2011 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$608,319
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$244,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$236,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$549,392
Value of total assets at end of year2011-12-31$4,796,088
Value of total assets at beginning of year2011-12-31$4,432,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,000
Total interest from all sources2011-12-31$29,148
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
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$272,033
Participant contributions at end of year2011-12-31$343,649
Participant contributions at beginning of year2011-12-31$264,418
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,505
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$363,802
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,796,088
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,432,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,884,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,667,981
Interest on participant loans2011-12-31$13,557
Interest earned on other investments2011-12-31$15,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$567,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$499,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$29,779
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$273,854
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$236,517
Contract administrator fees2011-12-31$8,000
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 name2011-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2011-12-31570568919
2010 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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$954,840
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$181,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$172,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$574,093
Value of total assets at end of year2010-12-31$4,432,286
Value of total assets at beginning of year2010-12-31$3,658,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,150
Total interest from all sources2010-12-31$26,795
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
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$281,885
Participant contributions at end of year2010-12-31$264,418
Participant contributions at beginning of year2010-12-31$173,252
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$773,497
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,432,286
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,658,789
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$3,667,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,948,505
Interest on participant loans2010-12-31$11,130
Interest earned on other investments2010-12-31$15,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$499,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$537,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$353,952
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$292,208
Employer contributions (assets) at end of year2010-12-31$615
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$172,193
Contract administrator fees2010-12-31$9,150
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 name2010-12-31CANTEY, TILLER, PIERCE & GREEN, LLP
Accountancy firm EIN2010-12-31570568919
2009 : S.C. STATE FEDERAL CREDIT UNION 401(K) 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 S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2023: S.C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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: S.C. STATE FEDERAL CREDIT UNION 401(K) 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 benefit arrangement – InsuranceYes
2012: S.C. STATE FEDERAL CREDIT UNION 401(K) 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: S.C. STATE FEDERAL CREDIT UNION 401(K) 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: S.C. STATE FEDERAL CREDIT UNION 401(K) 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: S.C. STATE FEDERAL CREDIT UNION 401(K) 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
Insurance contract or identification number039-0006-8
Number of Individuals Covered267
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 Administration1
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?No
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
Insurance contract or identification number039-0006-8
Number of Individuals Covered248
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 Administration1
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?No
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number039-0006-8
Policy instance 1

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