401k Plan data: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN plan

COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan Name	COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN
Plan identification number	002

COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

COMMUNITY CREDIT UNION OF FLORIDA has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY CREDIT UNION OF FLORIDA

Employer identification number (EIN): 590860768

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about COMMUNITY CREDIT UNION OF FLORIDA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2017-04-06

Company Identification Number: Q17000000041

Legal Registered Office Address: 1030 S US HIGHWAY 1

ROCKLEDGE

32955

More information about COMMUNITY CREDIT UNION OF FLORIDA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 LESLI J DOOLEY 2019-07-12
002 2017-01-01 LESLI J DOOLEY 2018-07-02
002 2016-01-01 LESLI JEAN DOOLEY 2017-06-30
002 2015-01-01 LESLI JEAN DOOLEY 2016-09-27
002 2014-01-01 LESLI JEAN DOOLEY 2015-05-26
002 2013-01-01 SHELLEY K FICK 2014-06-20
002 2012-01-01 SHELLEY K FICK 2013-09-17
002 2011-01-01 SHELLEY FICK 2012-07-23
002 2010-01-01 SHELLEY FICK
002 2009-01-01 SHELLEY FICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	LESLI J DOOLEY	2019-07-12
002	2017-01-01	LESLI J DOOLEY	2018-07-02
002	2016-01-01	LESLI JEAN DOOLEY	2017-06-30
002	2015-01-01	LESLI JEAN DOOLEY	2016-09-27
002	2014-01-01	LESLI JEAN DOOLEY	2015-05-26
002	2013-01-01	SHELLEY K FICK	2014-06-20
002	2012-01-01	SHELLEY K FICK	2013-09-17
002	2011-01-01	SHELLEY FICK	2012-07-23
002	2010-01-01	SHELLEY FICK
002	2009-01-01	SHELLEY FICK

Plan Statistics for COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN

Measure Date Value
2022: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 169
Number of participants with account balances 2022-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 122
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 149
Number of participants with account balances 2021-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 142
Number of participants with account balances 2020-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 114
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 134
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2010: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 80
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 93
Number of participants with account balances 2010-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 106
Number of participants with account balances 2009-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	169
Number of participants with account balances	2022-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	122
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	149
Number of participants with account balances	2021-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	142
Number of participants with account balances	2020-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	114
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	134
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2010: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	80
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	93
Number of participants with account balances	2010-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	106
Number of participants with account balances	2009-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN

Measure	Date	Value
2022 : COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-454,493
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$586,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$558,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$945,851
Value of total assets at end of year	2022-12-31	$9,577,816
Value of total assets at beginning of year	2022-12-31	$10,618,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,718
Total interest from all sources	2022-12-31	$73,451
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$279,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$279,855
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$686,763
Participant contributions at end of year	2022-12-31	$184,051
Participant contributions at beginning of year	2022-12-31	$180,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,040,542
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,577,816
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,618,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$7,260
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,049,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,559,333
Interest on participant loans	2022-12-31	$8,761
Interest earned on other investments	2022-12-31	$64,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,344,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,878,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,753,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$259,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$558,331
Contract administrator fees	2022-12-31	$20,458
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DOEREN MAYHEW
Accountancy firm EIN	2022-12-31	382492570
2021 : COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,151,861
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,112,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,078,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$945,496
Value of total assets at end of year	2021-12-31	$10,618,358
Value of total assets at beginning of year	2021-12-31	$9,578,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,226
Total interest from all sources	2021-12-31	$61,844
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$441,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$441,074
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$650,137
Participant contributions at end of year	2021-12-31	$180,858
Participant contributions at beginning of year	2021-12-31	$197,296
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$56,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,039,853
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,618,358
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,578,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$8,535
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,559,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,689,542
Interest on participant loans	2021-12-31	$9,071
Interest earned on other investments	2021-12-31	$52,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,878,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,691,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$703,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$238,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,078,782
Contract administrator fees	2021-12-31	$24,691
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DOEREN MAYHEW
Accountancy firm EIN	2021-12-31	382492570
2020 : COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,923,982
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$223,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$198,813
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$851,694
Value of total assets at end of year	2020-12-31	$9,578,505
Value of total assets at beginning of year	2020-12-31	$7,877,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,276
Total interest from all sources	2020-12-31	$8,651
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$280,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$280,432
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$559,929
Participant contributions at end of year	2020-12-31	$197,296
Participant contributions at beginning of year	2020-12-31	$160,253
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$74,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,700,893
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,578,505
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,877,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,689,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,183,223
Interest on participant loans	2020-12-31	$8,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,691,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,534,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$783,205
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$217,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$198,813
Contract administrator fees	2020-12-31	$24,276
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	DOEREN MAYHEW
Accountancy firm EIN	2020-12-31	382492570
2019 : COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,872,630
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$870,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$847,551
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$669,393
Value of total assets at end of year	2019-12-31	$7,877,612
Value of total assets at beginning of year	2019-12-31	$6,875,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,034
Total interest from all sources	2019-12-31	$52,531
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$203,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$203,645
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$487,726
Participant contributions at end of year	2019-12-31	$160,253
Participant contributions at beginning of year	2019-12-31	$76,186
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$53,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,002,045
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,877,612
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,875,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,183,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,149,172
Interest on participant loans	2019-12-31	$6,821
Interest earned on other investments	2019-12-31	$45,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,534,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,650,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$947,061
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$128,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$847,551
Contract administrator fees	2019-12-31	$23,034
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DOEREN MAYHEW
Accountancy firm EIN	2019-12-31	382492570
2010 : COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$681,209
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$431,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$429,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$433,454
Value of total assets at end of year	2010-12-31	$2,919,064
Value of total assets at beginning of year	2010-12-31	$2,669,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,275
Total interest from all sources	2010-12-31	$34,955
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$297,550
Participant contributions at end of year	2010-12-31	$100,894
Participant contributions at beginning of year	2010-12-31	$41,792
Participant contributions at end of year	2010-12-31	$9,604
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$45,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$249,379
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,919,064
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,669,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,028,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,850,627
Interest on participant loans	2010-12-31	$2,655
Interest earned on other investments	2010-12-31	$32,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$776,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$777,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$212,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$90,436
Employer contributions (assets) at end of year	2010-12-31	$3,677
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$429,555
Contract administrator fees	2010-12-31	$2,275
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MARY LOUISE E YOUNG, CPA
Accountancy firm EIN	2010-12-31	261356457
2009 : COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN

2022: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2010: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: COMMUNITY CREDIT UNION OF FLORIDA EMPLOYEES SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

009-0327-5

Policy instance

Insurance contract or identification number	009-0327-5
Number of Individuals Covered	169
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

009-0327-5

Policy instance

Insurance contract or identification number	009-0327-5
Number of Individuals Covered	149
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

009-0327-5

Policy instance

Insurance contract or identification number	009-0327-5
Number of Individuals Covered	142
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

009-0327-5

Policy instance

Insurance contract or identification number	009-0327-5
Number of Individuals Covered	134
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

009-0327-5

Policy instance

Insurance contract or identification number	009-0327-5
Number of Individuals Covered	93
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMMUNITY CREDIT UNION OF FLORIDA
Employer identification number (EIN):	590860768
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2017-04-06
Company Identification Number:	Q17000000041
Legal Registered Office Address:	1030 S US HIGHWAY 1 ROCKLEDGE 32955