?>
Logo

EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 401k Plan overview

Plan NameEASTMAN CREDIT UNION 401(K) INVESTMENT PLAN
Plan identification number 002

EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EASTMAN CREDIT UNION
Employer identification number (EIN):626039479
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about EASTMAN CREDIT UNION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-10-18
Company Identification Number: 0000002432
Legal Registered Office Address: PO BOX 1989

KINGSPORT
United States of America (USA)
37662

More information about EASTMAN CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CAROL S. CROSS
0022016-01-01CAROL S. CROSS
0022015-01-01CAROL S. CROSS
0022014-01-01CAROL S. CROSS EASTMAN CREDIT UNION2015-08-20
0022013-01-01CAROL S. CROSS EASTMAN CREDIT UNION2014-10-09
0022012-01-01CAROL S. CROSS CAROL S. CROSS2013-10-14
0022011-01-01CAROL S. CROSS
0022009-01-01CAROL S. CROSS

Plan Statistics for EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN

401k plan membership statisitcs for EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN

Measure Date Value
2022: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,066
Total number of active participants reported on line 7a of the Form 55002022-01-01981
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01127
Total of all active and inactive participants2022-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,112
Number of participants with account balances2022-01-011,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,003
Total number of active participants reported on line 7a of the Form 55002021-01-01969
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,065
Number of participants with account balances2021-01-011,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01923
Total number of active participants reported on line 7a of the Form 55002020-01-01928
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0188
Total of all active and inactive participants2020-01-011,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,016
Number of participants with account balances2020-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01845
Total number of active participants reported on line 7a of the Form 55002019-01-01849
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01922
Number of participants with account balances2019-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01811
Total number of active participants reported on line 7a of the Form 55002018-01-01777
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01838
Number of participants with account balances2018-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01738
Total number of active participants reported on line 7a of the Form 55002017-01-01740
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01811
Number of participants with account balances2017-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01665
Total number of active participants reported on line 7a of the Form 55002016-01-01677
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01738
Number of participants with account balances2016-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01615
Total number of active participants reported on line 7a of the Form 55002015-01-01584
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01637
Number of participants with account balances2015-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01579
Total number of active participants reported on line 7a of the Form 55002014-01-01557
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01613
Number of participants with account balances2014-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01552
Total number of active participants reported on line 7a of the Form 55002013-01-01508
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01563
Number of participants with account balances2013-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01509
Total number of active participants reported on line 7a of the Form 55002012-01-01514
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01555
Number of participants with account balances2012-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01475
Total number of active participants reported on line 7a of the Form 55002011-01-01469
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01509
Number of participants with account balances2011-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01458
Total number of active participants reported on line 7a of the Form 55002009-01-01397
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01472
Number of participants with account balances2009-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN

Measure Date Value
2022 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,833,994
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,936,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,889,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,624,132
Value of total assets at end of year2022-12-31$102,109,035
Value of total assets at beginning of year2022-12-31$114,879,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,799
Total interest from all sources2022-12-31$56,584
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,143,871
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$1,143,871
Administrative expenses professional fees incurred2022-12-31$46,799
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,671,810
Participant contributions at end of year2022-12-31$928,882
Participant contributions at beginning of year2022-12-31$940,094
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$114,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$526
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$237
Other income not declared elsewhere2022-12-31$19,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,770,789
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,109,035
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$114,879,824
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,258,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,625,518
Interest on participant loans2022-12-31$55,411
Value of interest in common/collective trusts at end of year2022-12-31$82,469,884
Value of interest in common/collective trusts at beginning of year2022-12-31$90,837,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$167,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$167,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,700,986
Net investment gain or loss from common/collective trusts2022-12-31$-11,977,365
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$4,838,134
Employer contributions (assets) at end of year2022-12-31$1,446,435
Employer contributions (assets) at beginning of year2022-12-31$1,309,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,889,996
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$22,947,725
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,886,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,845,397
Value of total corrective distributions2021-12-31$1,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,509,644
Value of total assets at end of year2021-12-31$114,879,824
Value of total assets at beginning of year2021-12-31$99,818,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,180
Total interest from all sources2021-12-31$55,159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,569,182
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$1,569,182
Administrative expenses professional fees incurred2021-12-31$40,180
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,486,343
Participant contributions at end of year2021-12-31$940,094
Participant contributions at beginning of year2021-12-31$969,024
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$191
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$442,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$336
Other income not declared elsewhere2021-12-31$21,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,061,042
Value of net assets at end of year (total assets less liabilities)2021-12-31$114,879,824
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$99,818,782
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,625,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,005,282
Interest on participant loans2021-12-31$55,148
Value of interest in common/collective trusts at end of year2021-12-31$90,837,110
Value of interest in common/collective trusts at beginning of year2021-12-31$77,646,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$167,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,636,748
Net investment gain or loss from common/collective trusts2021-12-31$10,155,347
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,580,633
Employer contributions (assets) at end of year2021-12-31$1,309,092
Employer contributions (assets) at beginning of year2021-12-31$1,174,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,845,397
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,368,638
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,045,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,004,493
Value of total corrective distributions2020-12-31$3,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,590,546
Value of total assets at end of year2020-12-31$99,818,782
Value of total assets at beginning of year2020-12-31$83,495,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,957
Total interest from all sources2020-12-31$74,730
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$856,192
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$856,192
Administrative expenses professional fees incurred2020-12-31$36,957
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,053,089
Participant contributions at end of year2020-12-31$969,024
Participant contributions at beginning of year2020-12-31$1,308,522
Participant contributions at end of year2020-12-31$191
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$391,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$449
Other income not declared elsewhere2020-12-31$15,316
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$16,323,485
Value of net assets at end of year (total assets less liabilities)2020-12-31$99,818,782
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,495,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,005,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,710,306
Interest on participant loans2020-12-31$74,346
Value of interest in common/collective trusts at end of year2020-12-31$77,646,510
Value of interest in common/collective trusts at beginning of year2020-12-31$66,425,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$14,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$14,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,765,645
Net investment gain or loss from common/collective trusts2020-12-31$8,066,209
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,146,298
Employer contributions (assets) at end of year2020-12-31$1,174,435
Employer contributions (assets) at beginning of year2020-12-31$1,035,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,004,493
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,496,703
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,314,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,284,348
Value of total corrective distributions2019-12-31$3,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,000,075
Value of total assets at end of year2019-12-31$83,495,297
Value of total assets at beginning of year2019-12-31$66,313,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,536
Total interest from all sources2019-12-31$82,850
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$503,526
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$503,526
Administrative expenses professional fees incurred2019-12-31$27,536
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$3,895,475
Participant contributions at end of year2019-12-31$1,308,522
Participant contributions at beginning of year2019-12-31$1,215,169
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$266,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,746
Other income not declared elsewhere2019-12-31$12,409
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$17,181,718
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,495,297
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,313,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,710,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,892,140
Interest on participant loans2019-12-31$81,610
Value of interest in common/collective trusts at end of year2019-12-31$66,425,969
Value of interest in common/collective trusts at beginning of year2019-12-31$52,249,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$14,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,626,306
Net investment gain or loss from common/collective trusts2019-12-31$10,271,537
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$3,838,199
Employer contributions (assets) at end of year2019-12-31$1,035,138
Employer contributions (assets) at beginning of year2019-12-31$948,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,284,348
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33
Total income from all sources (including contributions)2018-12-31$3,932,166
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,672,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,636,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,316,611
Value of total assets at end of year2018-12-31$66,313,579
Value of total assets at beginning of year2018-12-31$66,054,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,278
Total interest from all sources2018-12-31$72,810
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$798,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$798,893
Administrative expenses professional fees incurred2018-12-31$36,278
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,463,220
Participant contributions at end of year2018-12-31$1,215,169
Participant contributions at beginning of year2018-12-31$1,230,902
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$438,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$33
Other income not declared elsewhere2018-12-31$26,394
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$259,206
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,313,579
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$66,054,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,892,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,502,308
Interest on participant loans2018-12-31$71,366
Value of interest in common/collective trusts at end of year2018-12-31$52,249,520
Value of interest in common/collective trusts at beginning of year2018-12-31$50,305,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$192,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$192,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,576,510
Net investment gain or loss from common/collective trusts2018-12-31$-2,706,032
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$3,414,501
Employer contributions (assets) at end of year2018-12-31$948,397
Employer contributions (assets) at beginning of year2018-12-31$823,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,636,682
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : EASTMAN CREDIT UNION 401(K) INVESTMENT 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$33
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$15,210,022
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,860,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,788,139
Value of total corrective distributions2017-12-31$5,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,809,604
Value of total assets at end of year2017-12-31$66,054,406
Value of total assets at beginning of year2017-12-31$53,704,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,120
Total interest from all sources2017-12-31$66,582
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,003,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,003,354
Administrative expenses professional fees incurred2017-12-31$63,896
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$3,103,676
Participant contributions at end of year2017-12-31$1,230,902
Participant contributions at beginning of year2017-12-31$1,089,881
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$658,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$33
Other income not declared elsewhere2017-12-31$47,116
Administrative expenses (other) incurred2017-12-31$219
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$12,349,826
Value of net assets at end of year (total assets less liabilities)2017-12-31$66,054,373
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,704,547
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
Investment advisory and management fees2017-12-31$2,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,502,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,148,678
Interest on participant loans2017-12-31$66,105
Value of interest in common/collective trusts at end of year2017-12-31$50,305,250
Value of interest in common/collective trusts at beginning of year2017-12-31$22,477,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$192,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$264,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$264,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,932,877
Net investment gain or loss from common/collective trusts2017-12-31$4,350,489
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$3,047,222
Employer contributions (assets) at end of year2017-12-31$823,682
Employer contributions (assets) at beginning of year2017-12-31$720,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,788,139
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,604,855
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,146,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,068,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,712,354
Value of total assets at end of year2016-12-31$53,704,547
Value of total assets at beginning of year2016-12-31$47,246,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,117
Total interest from all sources2016-12-31$55,148
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,205,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,205,567
Administrative expenses professional fees incurred2016-12-31$78,077
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$2,645,998
Participant contributions at end of year2016-12-31$1,089,881
Participant contributions at beginning of year2016-12-31$1,056,406
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$431,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$65,008
Administrative expenses (other) incurred2016-12-31$40
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,458,466
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,704,547
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,246,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,148,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,609,465
Interest on participant loans2016-12-31$55,077
Value of interest in common/collective trusts at end of year2016-12-31$22,477,871
Value of interest in common/collective trusts at beginning of year2016-12-31$6,796,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$264,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$163,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$163,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$992,239
Net investment gain or loss from common/collective trusts2016-12-31$574,539
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$2,634,626
Employer contributions (assets) at end of year2016-12-31$720,053
Employer contributions (assets) at beginning of year2016-12-31$609,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,068,272
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,977
Total income from all sources (including contributions)2015-12-31$5,478,905
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,776,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,697,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,000,616
Value of total assets at end of year2015-12-31$47,246,081
Value of total assets at beginning of year2015-12-31$44,565,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$78,429
Total interest from all sources2015-12-31$55,130
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,745,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,745,620
Administrative expenses professional fees incurred2015-12-31$67,969
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$2,393,238
Participant contributions at end of year2015-12-31$1,056,406
Participant contributions at beginning of year2015-12-31$958,229
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$253,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$241
Other income not declared elsewhere2015-12-31$83,118
Administrative expenses (other) incurred2015-12-31$28
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$21,736
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$2,702,885
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,246,081
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,543,196
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
Investment advisory and management fees2015-12-31$10,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,609,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,254,847
Interest on participant loans2015-12-31$55,130
Value of interest in common/collective trusts at end of year2015-12-31$6,796,547
Value of interest in common/collective trusts at beginning of year2015-12-31$5,829,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$163,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,453,465
Net investment gain or loss from common/collective trusts2015-12-31$47,886
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$2,353,671
Employer contributions (assets) at end of year2015-12-31$609,964
Employer contributions (assets) at beginning of year2015-12-31$522,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,697,591
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,975
Total income from all sources (including contributions)2014-12-31$6,417,306
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,653,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,544,777
Value of total corrective distributions2014-12-31$241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,335,666
Value of total assets at end of year2014-12-31$44,565,173
Value of total assets at beginning of year2014-12-31$39,797,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$108,836
Total interest from all sources2014-12-31$44,426
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,867,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,867,055
Administrative expenses professional fees incurred2014-12-31$85,171
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$2,055,150
Participant contributions at end of year2014-12-31$958,229
Participant contributions at beginning of year2014-12-31$870,805
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$268,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$241
Other income not declared elsewhere2014-12-31$100,114
Administrative expenses (other) incurred2014-12-31$81
Liabilities. Value of operating payables at end of year2014-12-31$21,736
Liabilities. Value of operating payables at beginning of year2014-12-31$17,975
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$4,763,452
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,543,196
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,779,744
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
Investment advisory and management fees2014-12-31$23,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,254,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,177,562
Interest on participant loans2014-12-31$44,426
Value of interest in common/collective trusts at end of year2014-12-31$5,829,657
Value of interest in common/collective trusts at beginning of year2014-12-31$5,285,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$41,812
Net investment gain or loss from common/collective trusts2014-12-31$28,233
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$2,011,832
Employer contributions (assets) at end of year2014-12-31$522,440
Employer contributions (assets) at beginning of year2014-12-31$452,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,544,777
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : EASTMAN CREDIT UNION 401(K) INVESTMENT 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$17,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,429
Total income from all sources (including contributions)2013-12-31$9,304,742
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,964,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,893,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,913,960
Value of total assets at end of year2013-12-31$39,797,719
Value of total assets at beginning of year2013-12-31$32,459,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,920
Total interest from all sources2013-12-31$42,237
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,191,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,191,832
Administrative expenses professional fees incurred2013-12-31$55,782
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$1,931,056
Participant contributions at end of year2013-12-31$870,805
Participant contributions at beginning of year2013-12-31$697,312
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$167,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12,547
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$78
Liabilities. Value of operating payables at end of year2013-12-31$17,975
Liabilities. Value of operating payables at beginning of year2013-12-31$19,429
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$7,340,095
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,779,744
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,439,649
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
Investment advisory and management fees2013-12-31$15,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,177,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,168,412
Interest on participant loans2013-12-31$42,237
Value of interest in common/collective trusts at end of year2013-12-31$5,285,628
Value of interest in common/collective trusts at beginning of year2013-12-31$5,195,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,125,971
Net investment gain or loss from common/collective trusts2013-12-31$30,742
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$1,815,318
Employer contributions (assets) at end of year2013-12-31$452,357
Employer contributions (assets) at beginning of year2013-12-31$385,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,893,727
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,642,809
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,127,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,052,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,615,482
Value of total assets at end of year2012-12-31$32,459,078
Value of total assets at beginning of year2012-12-31$26,924,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$74,952
Total interest from all sources2012-12-31$32,364
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$852,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$852,749
Administrative expenses professional fees incurred2012-12-31$60,167
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$1,821,397
Participant contributions at end of year2012-12-31$697,312
Participant contributions at beginning of year2012-12-31$546,048
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$162,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12,547
Liabilities. Value of operating payables at end of year2012-12-31$19,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,515,178
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,439,649
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,924,471
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
Investment advisory and management fees2012-12-31$14,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,168,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,042,106
Interest on participant loans2012-12-31$32,364
Value of interest in common/collective trusts at end of year2012-12-31$5,195,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,101,874
Net investment gain or loss from common/collective trusts2012-12-31$40,340
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$1,631,945
Employer contributions (assets) at end of year2012-12-31$385,440
Employer contributions (assets) at beginning of year2012-12-31$336,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,052,679
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,088,938
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,168,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,102,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,430,144
Value of total assets at end of year2011-12-31$26,924,471
Value of total assets at beginning of year2011-12-31$25,003,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,248
Total interest from all sources2011-12-31$27,459
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$629,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$629,496
Administrative expenses professional fees incurred2011-12-31$59,131
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$1,724,890
Participant contributions at end of year2011-12-31$546,048
Participant contributions at beginning of year2011-12-31$490,207
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$224,480
Other income not declared elsewhere2011-12-31$65,010
Administrative expenses (other) incurred2011-12-31$114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,920,912
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,924,471
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,003,559
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
Investment advisory and management fees2011-12-31$6,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,042,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,233,860
Interest on participant loans2011-12-31$27,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,063,171
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,480,774
Employer contributions (assets) at end of year2011-12-31$336,317
Employer contributions (assets) at beginning of year2011-12-31$279,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,102,778
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PETERS AND ASSOCIATES
Accountancy firm EIN2011-12-31621501873
2010 : EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,129,135
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$796,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$784,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,714,588
Value of total assets at end of year2010-12-31$25,003,559
Value of total assets at beginning of year2010-12-31$20,670,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,691
Total interest from all sources2010-12-31$28,107
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$646,326
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$646,326
Administrative expenses professional fees incurred2010-12-31$11,581
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,435,172
Participant contributions at end of year2010-12-31$490,207
Participant contributions at beginning of year2010-12-31$449,300
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$19,375
Administrative expenses (other) incurred2010-12-31$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,333,083
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,003,559
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,670,476
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$61
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,233,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,986,023
Interest on participant loans2010-12-31$28,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,720,739
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$1,274,028
Employer contributions (assets) at end of year2010-12-31$279,492
Employer contributions (assets) at beginning of year2010-12-31$235,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$784,361
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PETERS AND ASSOCIATES
Accountancy firm EIN2010-12-31621501873
2009 : EASTMAN CREDIT UNION 401(K) INVESTMENT 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 EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN

2022: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EASTMAN CREDIT UNION 401(K) INVESTMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3