401k Plan data: KINETIC CREDIT UNION 401(K) PLAN AND TRUST plan

KINETIC CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	KINETIC CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	002

KINETIC CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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

Company Name: KINETIC CREDIT UNION

Employer identification number (EIN): 580667515

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINETIC CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 MARK LITTLETON
002 2023-01-01
002 2023-01-01 MARK LITTLETON
002 2022-01-01
002 2022-01-01 MARK LITTLETON
002 2021-01-01
002 2021-01-01 MARK LITTLETON
002 2020-01-01
002 2019-01-01
002 2017-01-01 MARK LITTLETON
002 2016-01-01 JANET DAVIS
002 2015-01-01 JANET DAVIS
002 2014-01-01 JANET DAVIS
002 2014-01-01 JANET DAVIS
002 2013-01-01 JANET DAVIS
002 2012-01-01 JANET DAVIS
002 2011-01-01 JANET DAVIS
002 2010-01-01 JANET DAVIS
002 2009-01-01 JANET DAVIS

Plan Statistics for KINETIC CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for KINETIC CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 131
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 45
Total of all active and inactive participants 2023-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 176
Number of participants with account balances 2023-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 13
2022: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 133
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 176
Number of participants with account balances 2022-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 131
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 49
Total of all active and inactive participants 2021-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 180
Number of participants with account balances 2021-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 127
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 54
Total of all active and inactive participants 2020-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 181
Number of participants with account balances 2020-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 133
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 55
Total of all active and inactive participants 2019-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 188
Number of participants with account balances 2019-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2017: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 140
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 180
Number of participants with account balances 2017-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 22
2016: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 140
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 33
Total of all active and inactive participants 2016-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 176
Number of participants with account balances 2016-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 15
2015: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 22
Total of all active and inactive participants 2015-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 159
Number of participants with account balances 2015-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 19
2014: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 138
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 160
Number of participants with account balances 2014-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 24
2013: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 143
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 44
Total of all active and inactive participants 2013-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 187
Number of participants with account balances 2013-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 26
2012: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 156
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 34
Total of all active and inactive participants 2012-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 190
Number of participants with account balances 2012-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 18
2011: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 151
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 45
Total of all active and inactive participants 2011-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 196
Number of participants with account balances 2011-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 25
2010: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 150
Number of retired or separated participants receiving benefits 2010-01-01 16
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 166
Number of participants with account balances 2010-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 20
2009: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 147
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 160
Number of participants with account balances 2009-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 26

Measure	Date	Value
2023: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	131
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	45
Total of all active and inactive participants	2023-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	176
Number of participants with account balances	2023-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	13
2022: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	133
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	176
Number of participants with account balances	2022-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	131
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	180
Number of participants with account balances	2021-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	127
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	54
Total of all active and inactive participants	2020-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	181
Number of participants with account balances	2020-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	133
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	55
Total of all active and inactive participants	2019-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	188
Number of participants with account balances	2019-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2017: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	140
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	180
Number of participants with account balances	2017-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	22
2016: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	140
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	33
Total of all active and inactive participants	2016-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	176
Number of participants with account balances	2016-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	15
2015: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	22
Total of all active and inactive participants	2015-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	159
Number of participants with account balances	2015-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	19
2014: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	138
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	160
Number of participants with account balances	2014-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	24
2013: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	143
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	44
Total of all active and inactive participants	2013-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	187
Number of participants with account balances	2013-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	26
2012: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	156
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	34
Total of all active and inactive participants	2012-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	190
Number of participants with account balances	2012-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	18
2011: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	151
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	45
Total of all active and inactive participants	2011-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	196
Number of participants with account balances	2011-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	25
2010: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	150
Number of retired or separated participants receiving benefits	2010-01-01	16
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	166
Number of participants with account balances	2010-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	20
2009: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	147
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	160
Number of participants with account balances	2009-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	26

Financial Data on KINETIC CREDIT UNION 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$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	$3,590,771
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$254,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$194,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,232,607
Value of total assets at end of year	2023-12-31	$18,590,911
Value of total assets at beginning of year	2023-12-31	$15,254,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$59,542
Total interest from all sources	2023-12-31	$46,354
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$349,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$349,546
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$503,515
Participant contributions at end of year	2023-12-31	$278,009
Participant contributions at beginning of year	2023-12-31	$225,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,336,724
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$18,590,911
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$15,254,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$14,404
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$15,992,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$12,767,859
Interest on participant loans	2023-12-31	$5,219
Interest earned on other investments	2023-12-31	$41,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,320,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$2,260,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,962,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$729,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$194,505
Contract administrator fees	2023-12-31	$37,936
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	DOEREN MAYHEW
Accountancy firm EIN	2023-12-31	382492570
Total unrealized appreciation/depreciation of assets	2023-01-01	$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	$3,590,771
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$254,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$194,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,232,607
Value of total assets at end of year	2023-01-01	$18,590,911
Value of total assets at beginning of year	2023-01-01	$15,254,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$59,542
Total interest from all sources	2023-01-01	$46,354
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$349,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$349,546
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$7,500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$503,515
Participant contributions at end of year	2023-01-01	$278,009
Participant contributions at beginning of year	2023-01-01	$225,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$3,336,724
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$18,590,911
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$15,254,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$14,404
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$15,992,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$12,767,859
Interest on participant loans	2023-01-01	$5,219
Interest earned on other investments	2023-01-01	$41,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$2,320,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$2,260,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,962,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$729,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$194,505
Contract administrator fees	2023-01-01	$37,936
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	DOEREN MAYHEW
Accountancy firm EIN	2023-01-01	382492570
2022 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,296,117
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,142,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,085,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,202,694
Value of total assets at end of year	2022-12-31	$15,254,187
Value of total assets at beginning of year	2022-12-31	$17,693,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$56,780
Total interest from all sources	2022-12-31	$35,806
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$413,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$413,662
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$484,999
Participant contributions at end of year	2022-12-31	$225,404
Participant contributions at beginning of year	2022-12-31	$289,705
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$8,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,438,866
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,254,187
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,693,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$13,043
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,767,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,185,467
Interest on participant loans	2022-12-31	$5,289
Interest earned on other investments	2022-12-31	$30,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,260,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,217,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,948,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$708,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,085,969
Contract administrator fees	2022-12-31	$43,737
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2022-12-31	591906466
Total unrealized appreciation/depreciation of assets	2022-01-01	$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	$-1,296,117
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$1,142,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,085,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,202,694
Value of total assets at end of year	2022-01-01	$15,254,187
Value of total assets at beginning of year	2022-01-01	$17,693,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$56,780
Total interest from all sources	2022-01-01	$35,806
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$413,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$413,662
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$7,500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$484,999
Participant contributions at end of year	2022-01-01	$225,404
Participant contributions at beginning of year	2022-01-01	$289,705
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$8,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-2,438,866
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$15,254,187
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$17,693,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$13,043
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$12,767,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$15,185,467
Interest on participant loans	2022-01-01	$5,289
Interest earned on other investments	2022-01-01	$30,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$2,260,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$2,217,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-2,948,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$708,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,085,969
Contract administrator fees	2022-01-01	$43,737
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2022-01-01	591906466
2021 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,091,078
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,107,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,032,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,139,159
Value of total assets at end of year	2021-12-31	$17,693,053
Value of total assets at beginning of year	2021-12-31	$15,709,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$74,938
Total interest from all sources	2021-12-31	$31,155
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$384,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$384,092
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$481,810
Participant contributions at end of year	2021-12-31	$289,705
Participant contributions at beginning of year	2021-12-31	$276,288
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,983,227
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,693,053
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,709,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$15,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,185,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,910,449
Interest on participant loans	2021-12-31	$5,585
Interest earned on other investments	2021-12-31	$25,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,217,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,523,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,536,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$653,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,032,913
Contract administrator fees	2021-12-31	$59,124
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2021-12-31	591906466
2020 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$3,168,262
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,619,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,556,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,366,239
Value of total assets at end of year	2020-12-31	$15,709,826
Value of total assets at beginning of year	2020-12-31	$14,161,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$63,266
Total interest from all sources	2020-12-31	$30,686
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$393,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$393,221
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$487,226
Participant contributions at end of year	2020-12-31	$276,288
Participant contributions at beginning of year	2020-12-31	$347,854
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$173,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,548,822
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,709,826
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,161,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$12,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,910,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,548,819
Interest on participant loans	2020-12-31	$6,721
Interest earned on other investments	2020-12-31	$23,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,523,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,264,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,378,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$705,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,556,174
Contract administrator fees	2020-12-31	$51,008
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2020-12-31	591906466
2019 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$3,401,636
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$216,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$151,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,174,287
Value of total assets at end of year	2019-12-31	$14,161,004
Value of total assets at beginning of year	2019-12-31	$10,975,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,913
Total interest from all sources	2019-12-31	$27,304
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$333,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$333,281
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$481,942
Participant contributions at end of year	2019-12-31	$347,854
Participant contributions at beginning of year	2019-12-31	$254,484
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,185,083
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,161,004
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,975,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$12,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,548,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,689,958
Interest on participant loans	2019-12-31	$6,069
Interest earned on other investments	2019-12-31	$21,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,264,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,031,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,866,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$689,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$151,640
Contract administrator fees	2019-12-31	$52,655
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2019-12-31	591906466
2018 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$596,196
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,196,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,140,121
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,132,764
Value of total assets at end of year	2018-12-31	$10,975,921
Value of total assets at beginning of year	2018-12-31	$12,575,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$55,960
Total interest from all sources	2018-12-31	$21,169
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$358,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$358,109
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$456,242
Participant contributions at end of year	2018-12-31	$254,484
Participant contributions at beginning of year	2018-12-31	$131,071
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,599,885
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,975,921
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,575,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,689,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,059,646
Interest on participant loans	2018-12-31	$4,599
Interest earned on other investments	2018-12-31	$16,570
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,031,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,385,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-915,846
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$667,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,140,121
Contract administrator fees	2018-12-31	$55,960
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2018-12-31	591906466
2017 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$445,060
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	$2,627,250
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,087,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,028,899
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,089,460
Value of total assets at end of year	2017-12-31	$12,575,806
Value of total assets at beginning of year	2017-12-31	$10,590,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$58,442
Total interest from all sources	2017-12-31	$21,077
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$237,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$237,628
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$416,136
Participant contributions at end of year	2017-12-31	$131,071
Participant contributions at beginning of year	2017-12-31	$256,311
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$46,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,539,909
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,575,806
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,590,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,059,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,946,825
Interest on participant loans	2017-12-31	$3,973
Interest earned on other investments	2017-12-31	$17,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,385,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,387,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,279,085
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$627,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,028,899
Contract administrator fees	2017-12-31	$58,442
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2017-12-31	591906466
2016 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,766,278
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$445,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$395,850
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,123,430
Value of total assets at end of year	2016-12-31	$10,590,837
Value of total assets at beginning of year	2016-12-31	$9,270,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$49,935
Total interest from all sources	2016-12-31	$21,744
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$165,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$165,969
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$387,794
Participant contributions at end of year	2016-12-31	$256,311
Participant contributions at beginning of year	2016-12-31	$281,963
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$117,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,320,493
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,590,837
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,270,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,946,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,950,797
Interest on participant loans	2016-12-31	$5,718
Interest earned on other investments	2016-12-31	$16,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,387,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,037,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$455,135
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$618,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$395,850
Contract administrator fees	2016-12-31	$49,935
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2016-12-31	591906466
2015 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,040,602
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$207,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$165,131
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,034,164
Value of total assets at end of year	2015-12-31	$9,270,344
Value of total assets at beginning of year	2015-12-31	$8,437,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$42,614
Total interest from all sources	2015-12-31	$27,502
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$338,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$338,465
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$343,872
Participant contributions at end of year	2015-12-31	$281,963
Participant contributions at beginning of year	2015-12-31	$278,987
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$121,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$832,857
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,270,344
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,437,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,950,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,609,607
Interest on participant loans	2015-12-31	$6,376
Interest earned on other investments	2015-12-31	$21,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,037,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,548,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-359,529
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$568,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$165,131
Contract administrator fees	2015-12-31	$42,614
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2015-12-31	591906466
2014 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,294,688
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,061,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,051,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$847,143
Value of total assets at end of year	2014-12-31	$8,437,487
Value of total assets at beginning of year	2014-12-31	$8,204,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,634
Total interest from all sources	2014-12-31	$31,030
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$65,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$65,379
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$318,483
Participant contributions at end of year	2014-12-31	$278,987
Participant contributions at beginning of year	2014-12-31	$269,736
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$9,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$233,447
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,437,487
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,204,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,609,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,279,902
Interest on participant loans	2014-12-31	$5,919
Interest earned on other investments	2014-12-31	$25,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,548,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,654,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$351,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$519,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,051,607
Contract administrator fees	2014-12-31	$9,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2014-12-31	591906466
2013 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$1,880,540
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$928,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$924,818
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$848,359
Value of total assets at end of year	2013-12-31	$8,204,040
Value of total assets at beginning of year	2013-12-31	$7,251,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,350
Total interest from all sources	2013-12-31	$38,699
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$309,812
Participant contributions at end of year	2013-12-31	$269,736
Participant contributions at beginning of year	2013-12-31	$373,511
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$952,372
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,204,040
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,251,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,279,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,286,452
Interest on participant loans	2013-12-31	$6,879
Interest earned on other investments	2013-12-31	$31,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,654,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,591,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$993,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$538,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$924,818
Contract administrator fees	2013-12-31	$3,350
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2013-12-31	591906466
2012 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$5,732
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	$1,478,509
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$382,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$378,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$841,219
Value of total assets at end of year	2012-12-31	$7,251,668
Value of total assets at beginning of year	2012-12-31	$6,149,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,525
Total interest from all sources	2012-12-31	$21,524
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$293,593
Participant contributions at end of year	2012-12-31	$373,511
Participant contributions at beginning of year	2012-12-31	$314,486
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,096,189
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,251,668
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,149,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,286,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,523,545
Interest on participant loans	2012-12-31	$7,577
Interest earned on other investments	2012-12-31	$13,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,591,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$311,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$615,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$535,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$378,795
Contract administrator fees	2012-12-31	$3,525
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2012-12-31	591906466
2011 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$869,961
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$474,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$470,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$781,918
Value of total assets at end of year	2011-12-31	$6,149,747
Value of total assets at beginning of year	2011-12-31	$5,753,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,550
Total interest from all sources	2011-12-31	$15,698
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$280,604
Participant contributions at end of year	2011-12-31	$314,486
Participant contributions at beginning of year	2011-12-31	$286,729
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$395,823
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,149,747
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,753,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,523,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,070,968
Interest on participant loans	2011-12-31	$6,686
Interest earned on other investments	2011-12-31	$9,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$311,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$396,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$72,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$494,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$470,588
Contract administrator fees	2011-12-31	$3,550
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2011-12-31	591906466
2010 : KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,256,793
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$468,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$464,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$734,019
Value of total assets at end of year	2010-12-31	$5,753,924
Value of total assets at beginning of year	2010-12-31	$4,965,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,125
Total interest from all sources	2010-12-31	$19,650
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$268,053
Participant contributions at end of year	2010-12-31	$286,729
Participant contributions at beginning of year	2010-12-31	$339,763
Participant contributions at beginning of year	2010-12-31	$13
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$788,227
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,753,924
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,965,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,070,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,221,613
Interest on participant loans	2010-12-31	$7,131
Interest earned on other investments	2010-12-31	$12,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$396,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$404,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$503,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$464,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$464,441
Contract administrator fees	2010-12-31	$4,125
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2010-12-31	591906466
2009 : KINETIC 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 securities	2009-12-31	$0

Form 5500 Responses for KINETIC CREDIT UNION 401(K) PLAN AND TRUST

2023: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: KINETIC CREDIT UNION 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

Insurance contract or identification number	010-0244-7
Number of Individuals Covered	176
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

010-0244-7

Policy instance

Insurance contract or identification number	010-0244-7
Number of Individuals Covered	176
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

010-0244-7

Policy instance

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

010-0244-7

Policy instance

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Company Name:	KINETIC CREDIT UNION
Employer identification number (EIN):	580667515
NAIC Classification:	522130
NAIC Description:	Credit Unions

Plan id#	Filing Submission Date	Name of Administrator
002	2024-01-01	MARK LITTLETON
002	2023-01-01
002	2023-01-01	MARK LITTLETON
002	2022-01-01
002	2022-01-01	MARK LITTLETON
002	2021-01-01
002	2021-01-01	MARK LITTLETON
002	2020-01-01
002	2019-01-01
002	2017-01-01	MARK LITTLETON
002	2016-01-01	JANET DAVIS
002	2015-01-01	JANET DAVIS
002	2014-01-01	JANET DAVIS
002	2014-01-01	JANET DAVIS
002	2013-01-01	JANET DAVIS
002	2012-01-01	JANET DAVIS
002	2011-01-01	JANET DAVIS
002	2010-01-01	JANET DAVIS
002	2009-01-01	JANET DAVIS