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MCCOY FEDERAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameMCCOY FEDERAL CREDIT UNION 401(K) PLAN
Plan identification number 001

MCCOY FEDERAL CREDIT UNION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:MCCOY FEDERAL CREDIT UNION
Employer identification number (EIN):590772729
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCOY FEDERAL CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALVIN J. COWANS2024-10-15
0012022-01-01ALVIN J COWANS2023-10-03
0012021-01-01ALVIN J. COWANS2022-10-11
0012020-01-01ALVIN J. COWANS2021-09-10
0012019-01-01TOD MAZZOCCO2020-10-13
0012018-01-01TOD MAZZOCCO2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012015-01-01TOD MAZZOCCO2017-05-12
0012014-01-01
0012013-01-01
0012012-01-01JANET PANEBIANCO
0012011-01-01JANET PANEBIANCO
0012010-01-01JANET PANEBIANCO
0012009-01-01TOD MAZZOCCO

Financial Data on MCCOY FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2023 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,221,340
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,457,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,420,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$926,777
Value of total assets at end of year2023-12-31$14,570,021
Value of total assets at beginning of year2023-12-31$15,806,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,796
Total interest from all sources2023-12-31$81,896
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$91,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$91,976
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$458,112
Participant contributions at end of year2023-12-31$255,022
Participant contributions at beginning of year2023-12-31$274,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,236,494
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,570,021
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,806,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,770,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in pooled separate accounts at end of year2023-12-31$3,123,156
Value of interest in pooled separate accounts at beginning of year2023-12-31$12,253,936
Interest on participant loans2023-12-31$14,680
Interest earned on other investments2023-12-31$67,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,421,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,277,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$362,099
Net investment gain/loss from pooled separate accounts2023-12-31$1,758,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$468,665
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,420,038
Contract administrator fees2023-12-31$37,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2023-12-31263429295
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,221,340
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$4,457,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,420,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$926,777
Value of total assets at end of year2023-01-01$14,570,021
Value of total assets at beginning of year2023-01-01$15,806,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$37,796
Total interest from all sources2023-01-01$81,896
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$91,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$91,976
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$458,112
Participant contributions at end of year2023-01-01$255,022
Participant contributions at beginning of year2023-01-01$274,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-1,236,494
Value of net assets at end of year (total assets less liabilities)2023-01-01$14,570,021
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$15,806,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$6,770,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$0
Value of interest in pooled separate accounts at end of year2023-01-01$3,123,156
Value of interest in pooled separate accounts at beginning of year2023-01-01$12,253,936
Interest on participant loans2023-01-01$14,680
Interest earned on other investments2023-01-01$67,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$4,421,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$3,277,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$362,099
Net investment gain/loss from pooled separate accounts2023-01-01$1,758,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$468,665
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,420,038
Contract administrator fees2023-01-01$37,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01Yes
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01ASSURANCE DIMENSIONS
Accountancy firm EIN2023-01-01263429295
2022 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,560,828
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,743,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,714,427
Expenses. Certain deemed distributions of participant loans2022-12-31$16,086
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,281,127
Value of total assets at end of year2022-12-31$15,806,515
Value of total assets at beginning of year2022-12-31$21,110,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,696
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$14,934
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$23,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$453,374
Participant contributions at end of year2022-12-31$274,527
Participant contributions at beginning of year2022-12-31$289,725
Participant contributions at end of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$400,346
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$12,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-5,304,037
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,806,515
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,110,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$12,253,936
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,220,918
Interest on participant loans2022-12-31$14,934
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,277,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,599,909
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-4,880,183
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$427,407
Employer contributions (assets) at end of year2022-12-31$109
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$23,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,714,427
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
Unrealized appreciation/depreciation of real estate assets2022-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$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$0
Total income from all sources (including contributions)2022-01-01$-3,560,828
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,743,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,714,427
Expenses. Certain deemed distributions of participant loans2022-01-01$16,086
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,281,127
Value of total assets at end of year2022-01-01$15,806,515
Value of total assets at beginning of year2022-01-01$21,110,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$12,696
Total income from rents2022-01-01$0
Total interest from all sources2022-01-01$14,934
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$23,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$453,374
Participant contributions at end of year2022-01-01$274,527
Participant contributions at beginning of year2022-01-01$289,725
Participant contributions at end of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$400,346
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Administrative expenses (other) incurred2022-01-01$12,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-5,304,037
Value of net assets at end of year (total assets less liabilities)2022-01-01$15,806,515
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$21,110,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$0
Value of interest in pooled separate accounts at end of year2022-01-01$12,253,936
Value of interest in pooled separate accounts at beginning of year2022-01-01$18,220,918
Interest on participant loans2022-01-01$14,934
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$0
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$3,277,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,599,909
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$0
Net investment gain/loss from pooled separate accounts2022-01-01$-4,880,183
Net investment gain or loss from common/collective trusts2022-01-01$0
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$427,407
Employer contributions (assets) at end of year2022-01-01$109
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$23,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,714,427
Contract administrator fees2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$0
Aggregate carrying amount (costs) on sale of assets2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ASSURANCE DIMENSIONS
Accountancy firm EIN2022-01-01263429295
2021 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$2,489,368
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$623,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$617,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$946,577
Value of total assets at end of year2021-12-31$21,110,552
Value of total assets at beginning of year2021-12-31$19,244,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,324
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$20,389
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$20,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$500,560
Participant contributions at end of year2021-12-31$289,725
Participant contributions at beginning of year2021-12-31$372,887
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$6,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,865,860
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,110,552
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,244,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$18,220,918
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,103,141
Interest on participant loans2021-12-31$20,389
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,599,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,768,664
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,502,256
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$446,017
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$20,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$617,184
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,113
Total income from all sources (including contributions)2020-12-31$5,952,359
Total of all expenses incurred2020-12-31$712,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$705,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,138,622
Value of total assets at end of year2020-12-31$19,244,692
Value of total assets at beginning of year2020-12-31$14,047,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,605
Total interest from all sources2020-12-31$19,327
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$18,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$18,346
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$533,929
Participant contributions at end of year2020-12-31$372,887
Participant contributions at beginning of year2020-12-31$344,946
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$117,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$43,113
Administrative expenses (other) incurred2020-12-31$6,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,240,186
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,244,692
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,004,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$16,103,141
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,732,153
Interest on participant loans2020-12-31$19,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,768,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,970,520
Net investment gain/loss from pooled separate accounts2020-12-31$4,776,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$487,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$705,568
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,113
Total income from all sources (including contributions)2019-12-31$3,261,378
Total of all expenses incurred2019-12-31$494,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$487,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$965,275
Value of total assets at end of year2019-12-31$14,047,619
Value of total assets at beginning of year2019-12-31$11,237,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,822
Total interest from all sources2019-12-31$22,651
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$16,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$16,451
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$506,866
Participant contributions at end of year2019-12-31$344,946
Participant contributions at beginning of year2019-12-31$397,785
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$43,113
Administrative expenses (other) incurred2019-12-31$6,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,767,038
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,004,506
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,237,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$11,732,153
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,094,899
Income. Interest from loans (other than to participants)2019-12-31$22,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,970,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,744,784
Net investment gain/loss from pooled separate accounts2019-12-31$2,257,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$458,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$487,518
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
2018 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data
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$470,810
Total of all expenses incurred2018-12-31$431,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$424,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$902,548
Value of total assets at end of year2018-12-31$11,237,468
Value of total assets at beginning of year2018-12-31$11,198,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,261
Total interest from all sources2018-12-31$18,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$458,179
Participant contributions at end of year2018-12-31$397,785
Participant contributions at beginning of year2018-12-31$373,065
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,350
Administrative expenses (other) incurred2018-12-31$7,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$39,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,237,468
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,198,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$9,094,899
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,078,199
Interest on participant loans2018-12-31$18,146
Income. Interest from loans (other than to participants)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,744,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,747,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$13,320
Net investment gain/loss from pooled separate accounts2018-12-31$-463,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$441,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$424,467
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRAZIER & DEETER
Accountancy firm EIN2018-12-31581433845
2017 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,307,708
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$196,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$189,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$865,702
Value of total assets at end of year2017-12-31$11,198,386
Value of total assets at beginning of year2017-12-31$9,086,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,459
Total interest from all sources2017-12-31$17,033
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$420,799
Participant contributions at end of year2017-12-31$373,065
Participant contributions at beginning of year2017-12-31$405,744
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,166
Administrative expenses (other) incurred2017-12-31$6,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,111,613
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,198,386
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,086,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$9,078,199
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,812,117
Interest on participant loans2017-12-31$17,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,747,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,868,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,583
Net investment gain/loss from pooled separate accounts2017-12-31$1,412,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$425,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$189,636
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRAZIER & DEETER
Accountancy firm EIN2017-12-31581433845
2016 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,286,351
Total of all expenses incurred2016-12-31$474,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$466,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$799,397
Value of total assets at end of year2016-12-31$9,086,773
Value of total assets at beginning of year2016-12-31$8,274,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,106
Total interest from all sources2016-12-31$17,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$376,725
Participant contributions at end of year2016-12-31$405,744
Participant contributions at beginning of year2016-12-31$456,237
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,557
Administrative expenses (other) incurred2016-12-31$8,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$811,977
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,086,773
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,274,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,812,117
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,119,481
Interest on participant loans2016-12-31$17,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,868,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,699,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,575
Net investment gain/loss from pooled separate accounts2016-12-31$455,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$398,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$466,268
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FRAZIER & DEETER
Accountancy firm EIN2016-12-31581433845
2015 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$719,044
Total of all expenses incurred2015-12-31$922,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$914,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$720,982
Value of total assets at end of year2015-12-31$8,274,796
Value of total assets at beginning of year2015-12-31$8,478,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,866
Total interest from all sources2015-12-31$18,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$350,646
Participant contributions at end of year2015-12-31$456,237
Participant contributions at beginning of year2015-12-31$471,491
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,085
Administrative expenses (other) incurred2015-12-31$8,866
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-203,829
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,274,796
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,478,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,119,481
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,399,375
Interest on participant loans2015-12-31$18,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,699,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,607,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$12,944
Net investment gain/loss from pooled separate accounts2015-12-31$-33,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$341,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$914,007
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRAZIER & DEETER
Accountancy firm EIN2015-12-31581433845
2014 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,102,690
Total of all expenses incurred2014-12-31$860,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$852,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$678,989
Value of total assets at end of year2014-12-31$8,478,625
Value of total assets at beginning of year2014-12-31$8,236,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,743
Total interest from all sources2014-12-31$19,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$332,877
Participant contributions at end of year2014-12-31$471,491
Participant contributions at beginning of year2014-12-31$403,767
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$8,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$241,757
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,478,625
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,236,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,399,375
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,158,050
Interest on participant loans2014-12-31$19,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,607,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,675,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$13,542
Net investment gain/loss from pooled separate accounts2014-12-31$390,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$346,112
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$852,190
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRAZIER & DEETER, LLC
Accountancy firm EIN2014-12-31581433845
2013 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,790,684
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$414,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$404,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$589,499
Value of total assets at end of year2013-12-31$8,236,868
Value of total assets at beginning of year2013-12-31$6,860,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,177
Total interest from all sources2013-12-31$15,002
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$325,625
Participant contributions at end of year2013-12-31$403,767
Participant contributions at beginning of year2013-12-31$303,650
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,376,530
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,236,868
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,860,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,158,050
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,942,122
Interest on participant loans2013-12-31$15,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,675,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,614,566
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,831
Net investment gain/loss from pooled separate accounts2013-12-31$1,173,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$263,874
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$404,977
Contract administrator fees2013-12-31$9,177
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KINGERY & CROUSE, P.A., CPA'S
Accountancy firm EIN2013-12-31593144594
2012 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,809
Total income from all sources (including contributions)2012-12-31$1,256,659
Total of all expenses incurred2012-12-31$413,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$404,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$633,845
Value of total assets at end of year2012-12-31$6,860,338
Value of total assets at beginning of year2012-12-31$6,022,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,342
Total interest from all sources2012-12-31$12,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$306,407
Participant contributions at end of year2012-12-31$303,650
Participant contributions at beginning of year2012-12-31$290,436
Participant contributions at end of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$843,036
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,860,338
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,017,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,942,122
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,979,179
Interest on participant loans2012-12-31$12,307
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,614,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,734,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,330
Net investment gain/loss from pooled separate accounts2012-12-31$593,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$327,438
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$17,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$404,281
Contract administrator fees2012-12-31$9,342
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KINGERY & CROUSE, P.A., CPA'S
Accountancy firm EIN2012-12-31593144594
2011 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,809
Total income from all sources (including contributions)2011-12-31$616,666
Total of all expenses incurred2011-12-31$319,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$313,553
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$648,749
Value of total assets at end of year2011-12-31$6,022,111
Value of total assets at beginning of year2011-12-31$5,725,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,262
Total interest from all sources2011-12-31$12,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$304,935
Participant contributions at end of year2011-12-31$290,436
Participant contributions at beginning of year2011-12-31$258,839
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,791
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$296,851
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,017,302
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,720,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,979,179
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,086,091
Interest on participant loans2011-12-31$12,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,734,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,362,867
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-44,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$336,023
Employer contributions (assets) at end of year2011-12-31$17,764
Employer contributions (assets) at beginning of year2011-12-31$17,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$313,553
Contract administrator fees2011-12-31$6,262
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KINGERY & CROUSE, P.A., CPA S
Accountancy firm EIN2011-12-31593144594
2010 : MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,060
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,287,482
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$304,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$300,503
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$680,239
Value of total assets at end of year2010-12-31$5,725,260
Value of total assets at beginning of year2010-12-31$4,743,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,250
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$10,171
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$325,679
Participant contributions at end of year2010-12-31$258,839
Participant contributions at beginning of year2010-12-31$227,528
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$6,060
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$982,729
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,720,451
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,737,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$4,086,091
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,437,866
Interest on participant loans2010-12-31$10,171
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,362,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,058,089
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$597,072
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$354,560
Employer contributions (assets) at end of year2010-12-31$17,463
Employer contributions (assets) at beginning of year2010-12-31$20,299
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$300,503
Contract administrator fees2010-12-31$4,250
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KINGERY & CROUSE, P.A., CPA S
Accountancy firm EIN2010-12-31593144594
2009 : MCCOY FEDERAL 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 securities2009-12-31$0

Form 5500 Responses for MCCOY FEDERAL CREDIT UNION 401(K) PLAN

2023: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCCOY FEDERAL CREDIT UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number540532
Policy instance 3
Insurance contract or identification number540532
Number of Individuals Covered245
Insurance policy start date2023-09-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $389
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered245
Insurance policy start date2023-09-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $810
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646000
Policy instance 1
Insurance contract or identification number802646000
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $31,848
Total amount of fees paid to insurance companyUSD $16,024
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646-000
Policy instance 1
Insurance contract or identification number802646-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $50,985
Total amount of fees paid to insurance companyUSD $25,164
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802646-000
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0460
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0460
Policy instance 1

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