BRIGHTSTAR CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRIGHTSTAR CREDIT UNION 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-01-16 | 38 |
| Total number of particpants at end of year | 2024-01-16 | 0 |
| 2022: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 15,765,094 |
| Acturial value of plan assets | 2022-12-31 | 15,765,094 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 481,646 |
| Number of terminated vested participants | 2022-12-31 | 84 |
| Fundng target for terminated vested participants | 2022-12-31 | 2,908,656 |
| Active participant vested funding target | 2022-12-31 | 1,203,296 |
| Number of active participants | 2022-12-31 | 29 |
| Total funding liabilities for active participants | 2022-12-31 | 1,203,296 |
| Total participant count | 2022-12-31 | 120 |
| Total funding target for all participants | 2022-12-31 | 4,593,598 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 313,462 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 313,462 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 365,026 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 0 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 49,460 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 121 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 27 |
| Total of all active and inactive participants | 2022-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 14,048,753 |
| Acturial value of plan assets | 2021-12-31 | 14,048,753 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 195,779 |
| Number of terminated vested participants | 2021-12-31 | 91 |
| Fundng target for terminated vested participants | 2021-12-31 | 3,339,492 |
| Active participant vested funding target | 2021-12-31 | 1,086,027 |
| Number of active participants | 2021-12-31 | 29 |
| Total funding liabilities for active participants | 2021-12-31 | 1,086,027 |
| Total participant count | 2021-12-31 | 124 |
| Total funding target for all participants | 2021-12-31 | 4,621,298 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 280,052 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 280,052 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 313,462 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 0 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 47,663 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 84 |
| Total of all active and inactive participants | 2021-01-01 | 118 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 120 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 13,247,522 |
| Acturial value of plan assets | 2020-12-31 | 13,247,522 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 84,113 |
| Number of terminated vested participants | 2020-12-31 | 91 |
| Fundng target for terminated vested participants | 2020-12-31 | 3,204,058 |
| Active participant vested funding target | 2020-12-31 | 1,564,269 |
| Number of active participants | 2020-12-31 | 34 |
| Total funding liabilities for active participants | 2020-12-31 | 1,564,269 |
| Total participant count | 2020-12-31 | 127 |
| Total funding target for all participants | 2020-12-31 | 4,852,440 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 223,327 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 223,327 |
| Amount remaining of prefunding balance | 2020-12-31 | 0 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 280,052 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Total employer contributions | 2020-12-31 | 0 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 48,483 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 91 |
| Total of all active and inactive participants | 2020-01-01 | 124 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 124 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 11,094,316 |
| Acturial value of plan assets | 2019-12-31 | 11,094,316 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 41,347 |
| Number of terminated vested participants | 2019-12-31 | 93 |
| Fundng target for terminated vested participants | 2019-12-31 | 3,387,783 |
| Active participant vested funding target | 2019-12-31 | 1,486,945 |
| Number of active participants | 2019-12-31 | 37 |
| Total funding liabilities for active participants | 2019-12-31 | 1,486,945 |
| Total participant count | 2019-12-31 | 131 |
| Total funding target for all participants | 2019-12-31 | 4,916,075 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 244,608 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 244,608 |
| Amount remaining of prefunding balance | 2019-12-31 | 0 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 223,327 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 0 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 44,904 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 91 |
| Total of all active and inactive participants | 2019-01-01 | 127 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 127 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 12,537,661 |
| Acturial value of plan assets | 2018-12-31 | 12,537,661 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
| Number of terminated vested participants | 2018-12-31 | 91 |
| Fundng target for terminated vested participants | 2018-12-31 | 2,993,315 |
| Active participant vested funding target | 2018-12-31 | 1,643,541 |
| Number of active participants | 2018-12-31 | 47 |
| Total funding liabilities for active participants | 2018-12-31 | 1,643,541 |
| Total participant count | 2018-12-31 | 138 |
| Total funding target for all participants | 2018-12-31 | 4,636,856 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 205,346 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 205,346 |
| Amount remaining of prefunding balance | 2018-12-31 | 0 |
| Present value of excess contributions | 2018-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 244,608 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
| Total employer contributions | 2018-12-31 | 0 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 10,823,903 |
| Acturial value of plan assets | 2017-12-31 | 10,823,903 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 86 |
| Fundng target for terminated vested participants | 2017-12-31 | 2,671,328 |
| Active participant vested funding target | 2017-12-31 | 1,695,732 |
| Number of active participants | 2017-12-31 | 56 |
| Total funding liabilities for active participants | 2017-12-31 | 1,695,732 |
| Total participant count | 2017-12-31 | 142 |
| Total funding target for all participants | 2017-12-31 | 4,367,060 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 191,269 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 191,269 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 205,346 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 0 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 142 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 91 |
| Total of all active and inactive participants | 2017-01-01 | 138 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 138 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 10,118,770 |
| Acturial value of plan assets | 2016-12-31 | 10,118,770 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 81 |
| Fundng target for terminated vested participants | 2016-12-31 | 2,366,509 |
| Active participant vested funding target | 2016-12-31 | 1,602,795 |
| Number of active participants | 2016-12-31 | 61 |
| Total funding liabilities for active participants | 2016-12-31 | 1,602,795 |
| Total participant count | 2016-12-31 | 142 |
| Total funding target for all participants | 2016-12-31 | 3,969,304 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 191,595 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 191,595 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 191,269 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 0 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 211 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 109 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 85 |
| Total of all active and inactive participants | 2016-01-01 | 194 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 194 |
| Number of participants with account balances | 2016-01-01 | 190 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 193 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 134 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 76 |
| Total of all active and inactive participants | 2015-01-01 | 210 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 210 |
| Number of participants with account balances | 2015-01-01 | 184 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 69 |
| 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 | 77 |
| Total of all active and inactive participants | 2014-01-01 | 146 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 146 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Number of participants with account balances | 2014-01-01 | 184 |
| 2013: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 74 |
| 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 | 74 |
| Total of all active and inactive participants | 2013-01-01 | 148 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 148 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 152 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 85 |
| 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 | 65 |
| Total of all active and inactive participants | 2012-01-01 | 150 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 150 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 88 |
| 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 | 63 |
| Total of all active and inactive participants | 2011-01-01 | 151 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 151 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 170 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 109 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 66 |
| Total of all active and inactive participants | 2010-01-01 | 175 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 175 |
| Number of participants with account balances | 2010-01-01 | 137 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: BRIGHTSTAR CREDIT UNION 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 98 |
| 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 | 54 |
| Total of all active and inactive participants | 2009-01-01 | 152 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 152 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
| Measure | Date | Value |
|---|
| 2024 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-01-16 | 11556440 |
| Net assets as of the end of the plan year | 2024-01-16 | 0 |
| Total assets as of the beginning of the plan year | 2024-01-16 | 11527491 |
| Value of plan covered by a fidelity bond | 2024-01-16 | 8000000 |
| Other expenses paid from plan in this plan year | 2024-01-16 | 9881992 |
| Other income to plan in this plan year | 2024-01-16 | 28949 |
| Plan net income in this plan year | 2024-01-16 | -11527491 |
| Net assets as of the end of the plan year | 2024-01-16 | 0 |
| Net assets as of the beginning of the plan year | 2024-01-16 | 11527491 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-01-16 | 9 |
| 2022 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $555,415 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $4,793,018 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,779,156 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $11,527,491 |
| Value of total assets at beginning of year | 2022-12-31 | $15,765,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,862 |
| Total interest from all sources | 2022-12-31 | $559,451 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $496 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $496 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $8,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Other income not declared elsewhere | 2022-12-31 | $113 |
| 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 | $-4,237,603 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,527,491 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,765,094 |
| 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 | $14 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,002 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,185 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $559,451 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $11,514,489 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $15,747,909 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,645 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,779,156 |
| Contract administrator fees | 2022-12-31 | $13,848 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2022-12-31 | 454084437 |
| 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 | $555,415 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $4,793,018 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $4,779,156 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $0 |
| Value of total assets at end of year | 2022-01-01 | $11,527,491 |
| Value of total assets at beginning of year | 2022-01-01 | $15,765,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $13,862 |
| Total interest from all sources | 2022-01-01 | $559,451 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $496 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $496 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $8,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Other income not declared elsewhere | 2022-01-01 | $113 |
| 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 | $-4,237,603 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $11,527,491 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $15,765,094 |
| 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 | $14 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $13,002 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $17,185 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $559,451 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $11,514,489 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $15,747,909 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-4,645 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $4,779,156 |
| Contract administrator fees | 2022-01-01 | $13,848 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2022-01-01 | 454084437 |
| 2021 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $2,251,227 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $534,888 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $485,428 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $15,765,094 |
| Value of total assets at beginning of year | 2021-12-31 | $14,048,755 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $49,460 |
| Total interest from all sources | 2021-12-31 | $34,545 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $179,437 |
| 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 | $179,437 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $7,000,000 |
| 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 |
| Other income not declared elsewhere | 2021-12-31 | $1,531 |
| 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 | $1,716,339 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,765,094 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,048,755 |
| 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 | $12,365 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,185 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,612,854 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $34,545 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $15,747,909 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $435,901 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $466,063 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,035,714 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $19,365 |
| Contract administrator fees | 2021-12-31 | $37,095 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2021-12-31 | 454084437 |
| 2020 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $1,528,246 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $727,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $679,350 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $14,048,755 |
| Value of total assets at beginning of year | 2020-12-31 | $13,247,522 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $47,663 |
| Total interest from all sources | 2020-12-31 | $3,072 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $217,417 |
| 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 | $217,417 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| 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 |
| Other income not declared elsewhere | 2020-12-31 | $1,647 |
| 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 | $801,233 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,048,755 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,247,522 |
| 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 | $11,916 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,612,854 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,959,652 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3,072 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $435,901 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $287,870 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $666,663 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,306,110 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $12,687 |
| Contract administrator fees | 2020-12-31 | $35,747 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2020-12-31 | 454084437 |
| 2019 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $2,715,694 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $562,488 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $514,905 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $13,247,522 |
| Value of total assets at beginning of year | 2019-12-31 | $11,094,316 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $47,583 |
| Total interest from all sources | 2019-12-31 | $4,633 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $261,270 |
| 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 | $261,270 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| 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 |
| Other income not declared elsewhere | 2019-12-31 | $2,955 |
| 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 | $2,153,206 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,247,522 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,094,316 |
| 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 | $11,896 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,959,652 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,752,671 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $4,633 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $287,870 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $341,645 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $473,684 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,446,836 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $41,221 |
| Contract administrator fees | 2019-12-31 | $35,687 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2019-12-31 | 454084437 |
| 2018 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $-1,065,350 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $378,136 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $329,120 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $11,094,316 |
| Value of total assets at beginning of year | 2018-12-31 | $12,537,802 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $49,016 |
| Total interest from all sources | 2018-12-31 | $6,117 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $254,614 |
| 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 | $254,614 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| 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 |
| Other income not declared elsewhere | 2018-12-31 | $3,971 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $141 |
| 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 | $-1,443,486 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,094,316 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,537,802 |
| 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 |
| Investment advisory and management fees | 2018-12-31 | $12,254 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,752,671 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,370,293 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $6,117 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $341,645 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $167,368 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $307,867 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,330,052 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $21,253 |
| Contract administrator fees | 2018-12-31 | $36,762 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2018-12-31 | 454084437 |
| 2017 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $2,045,056 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $331,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $283,212 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $12,537,802 |
| Value of total assets at beginning of year | 2017-12-31 | $10,823,903 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $47,945 |
| Total interest from all sources | 2017-12-31 | $7,741 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $238,368 |
| 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 | $238,368 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| 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 |
| Other income not declared elsewhere | 2017-12-31 | $3,368 |
| Total non interest bearing cash at end of year | 2017-12-31 | $141 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,713,899 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,537,802 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,823,903 |
| 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 |
| Investment advisory and management fees | 2017-12-31 | $10,988 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,370,293 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,777,696 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $7,741 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $167,368 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,046,207 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $283,212 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,795,579 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contract administrator fees | 2017-12-31 | $36,957 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2017-12-31 | 454084437 |
| 2016 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $747,066 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $41,933 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
| Value of total assets at end of year | 2016-12-31 | $10,823,903 |
| Value of total assets at beginning of year | 2016-12-31 | $10,118,770 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $41,933 |
| Total interest from all sources | 2016-12-31 | $13,644 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $220,997 |
| 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 | $220,997 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| 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 | $266,349 |
| Participant contributions at end of year | 2016-12-31 | $140,688 |
| Participant contributions at beginning of year | 2016-12-31 | $139,955 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $6,813 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,935 |
| Other income not declared elsewhere | 2016-12-31 | $3,763 |
| 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 | $705,133 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,823,903 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,118,770 |
| 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 |
| Investment advisory and management fees | 2016-12-31 | $9,318 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,777,696 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,083,785 |
| Interest on participant loans | 2016-12-31 | $6,108 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $974,171 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $820,467 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $13,644 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,046,207 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,034,985 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $508,662 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $13,070 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| 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 | $297,619 |
| Employer contributions (assets) at end of year | 2016-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $4,404 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $443,514 |
| Contract administrator fees | 2016-12-31 | $32,615 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2016-12-31 | 454084437 |
| 2015 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $542,349 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $209,643 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $198,292 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $536,715 |
| Value of total assets at end of year | 2015-12-31 | $5,260,149 |
| Value of total assets at beginning of year | 2015-12-31 | $4,927,443 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $11,351 |
| Total interest from all sources | 2015-12-31 | $7,853 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $72,172 |
| 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 | $72,172 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| 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 | $250,104 |
| Participant contributions at end of year | 2015-12-31 | $139,955 |
| Participant contributions at beginning of year | 2015-12-31 | $153,313 |
| Participant contributions at end of year | 2015-12-31 | $6,813 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $143 |
| Other income not declared elsewhere | 2015-12-31 | $3,202 |
| Administrative expenses (other) incurred | 2015-12-31 | $5,488 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $18,989 |
| 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 | $332,706 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,260,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,927,443 |
| 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 |
| Investment advisory and management fees | 2015-12-31 | $8,206 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,288,510 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,040,888 |
| Interest on participant loans | 2015-12-31 | $7,853 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $820,467 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $714,253 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $714,253 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $15,292 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,034,985 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $995,131 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $463,203 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-86,737 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $12,346 |
| 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 | $286,468 |
| Employer contributions (assets) at end of year | 2015-12-31 | $4,404 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $198,292 |
| Contract administrator fees | 2015-12-31 | $5,863 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2015-12-31 | 454084437 |
| 2014 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $5,326 |
| Total income from all sources (including contributions) | 2014-12-31 | $652,222 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $194,322 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $172,311 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,256 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $393,180 |
| Value of total assets at end of year | 2014-12-31 | $4,927,443 |
| Value of total assets at beginning of year | 2014-12-31 | $4,474,869 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,755 |
| Total interest from all sources | 2014-12-31 | $6,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $8,628 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| 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 | $247,924 |
| Participant contributions at end of year | 2014-12-31 | $153,313 |
| Participant contributions at beginning of year | 2014-12-31 | $164,624 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $5,326 |
| Total non interest bearing cash at end of year | 2014-12-31 | $18,989 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $5,326 |
| 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 | $457,900 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,927,443 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,469,543 |
| 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 |
| Investment advisory and management fees | 2014-12-31 | $11,127 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,040,888 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,644,131 |
| Interest on participant loans | 2014-12-31 | $6,685 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $714,253 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $660,788 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $660,788 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $15,817 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $995,131 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,007,673 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $252,357 |
| 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 | $145,256 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $172,311 |
| 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 | HUTTO & CARVER,P.A. |
| Accountancy firm EIN | 2014-12-31 | 593262654 |
| 2013 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $5,326 |
| 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 | $989,451 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $163,503 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $131,443 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $5,879 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $486,086 |
| Value of total assets at end of year | 2013-12-31 | $4,474,869 |
| Value of total assets at beginning of year | 2013-12-31 | $3,643,595 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $26,181 |
| Total interest from all sources | 2013-12-31 | $5,463 |
| 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 |
| Administrative expenses professional fees incurred | 2013-12-31 | $6,596 |
| 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 | $238,626 |
| Participant contributions at end of year | 2013-12-31 | $164,624 |
| Participant contributions at beginning of year | 2013-12-31 | $124,078 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $5,326 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
| Total non interest bearing cash at end of year | 2013-12-31 | $5,326 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $825,948 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,469,543 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,643,595 |
| 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 |
| Investment advisory and management fees | 2013-12-31 | $19,585 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,644,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,897,858 |
| Interest on participant loans | 2013-12-31 | $5,463 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $660,788 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $621,471 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $621,471 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $19,452 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,007,673 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $962,405 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $96,929 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $497,902 |
| 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 | $247,460 |
| Employer contributions (assets) at end of year | 2013-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $188 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $131,443 |
| 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 | HUTTO & CARVER PA |
| Accountancy firm EIN | 2013-12-31 | 593262654 |
| 2012 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $50 |
| Total income from all sources (including contributions) | 2012-12-31 | $801,195 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $319,630 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $276,091 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $20,645 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $459,608 |
| Value of total assets at end of year | 2012-12-31 | $3,643,595 |
| Value of total assets at beginning of year | 2012-12-31 | $3,162,080 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $22,894 |
| Total interest from all sources | 2012-12-31 | $4,868 |
| 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 |
| Administrative expenses professional fees incurred | 2012-12-31 | $6,440 |
| 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 | $224,488 |
| Participant contributions at end of year | 2012-12-31 | $124,078 |
| Participant contributions at beginning of year | 2012-12-31 | $145,175 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $50 |
| Total non interest bearing cash at end of year | 2012-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $50 |
| 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 | $481,565 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,643,595 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,162,030 |
| 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 |
| Investment advisory and management fees | 2012-12-31 | $16,454 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,897,858 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,379,670 |
| Interest on participant loans | 2012-12-31 | $4,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $621,471 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $637,185 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $637,185 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $22,272 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $962,405 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,097,205 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $176,152 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $336,719 |
| 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 | $235,120 |
| Employer contributions (assets) at end of year | 2012-12-31 | $188 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $276,091 |
| 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 | HUTTO & CARVER PA |
| Accountancy firm EIN | 2012-12-31 | 593262654 |
| 2011 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $50 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $50 |
| Total income from all sources (including contributions) | 2011-12-31 | $472,415 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $66,058 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $42,268 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $3,056 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $419,460 |
| Value of total assets at end of year | 2011-12-31 | $3,162,080 |
| Value of total assets at beginning of year | 2011-12-31 | $2,755,723 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,734 |
| Total interest from all sources | 2011-12-31 | $5,405 |
| 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 |
| Administrative expenses professional fees incurred | 2011-12-31 | $6,254 |
| 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 | $204,668 |
| Participant contributions at end of year | 2011-12-31 | $145,175 |
| Participant contributions at beginning of year | 2011-12-31 | $119,350 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $50 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $50 |
| Total non interest bearing cash at end of year | 2011-12-31 | $50 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $50 |
| 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 | $406,357 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,162,030 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,755,673 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $14,480 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,379,670 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,066,210 |
| Interest on participant loans | 2011-12-31 | $5,405 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $637,185 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $570,113 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $570,113 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $10,467 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,097,205 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $160,204 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $154,731 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $47,550 |
| 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 | $214,792 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $42,268 |
| 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 | HUTTO & CARVER PA |
| Accountancy firm EIN | 2011-12-31 | 593262654 |
| 2010 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 | $50 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $50 |
| Total income from all sources (including contributions) | 2010-12-31 | $553,678 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $281,579 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $258,740 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $5,709 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $292,372 |
| Value of total assets at end of year | 2010-12-31 | $2,755,723 |
| Value of total assets at beginning of year | 2010-12-31 | $2,483,624 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,130 |
| Total interest from all sources | 2010-12-31 | $6,915 |
| 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 |
| Administrative expenses professional fees incurred | 2010-12-31 | $5,030 |
| 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 | $181,622 |
| Participant contributions at end of year | 2010-12-31 | $119,350 |
| Participant contributions at beginning of year | 2010-12-31 | $127,964 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $50 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $50 |
| Total non interest bearing cash at end of year | 2010-12-31 | $50 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $50 |
| 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 | $272,099 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,755,673 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,483,574 |
| 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 |
| Investment advisory and management fees | 2010-12-31 | $12,100 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,066,210 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,759,759 |
| Interest on participant loans | 2010-12-31 | $6,915 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $570,113 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $595,851 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $595,851 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $13,210 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $160,204 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $446,651 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $299,657 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $254,391 |
| 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 | $110,750 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $258,740 |
| 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 | HUTTO & CARVER PA |
| Accountancy firm EIN | 2010-12-31 | 593262654 |
| 2009 : BRIGHTSTAR CREDIT UNION 401(K) PLAN 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 |