401k Plan data: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN plan

NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 401k Plan overview

Plan Name	NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN
Plan identification number	001

NAVIGATOR EMPLOYEES CREDIT UNION 401K 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

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

Company Name: NAVIGATOR CREDIT UNION

Employer identification number (EIN): 640179401

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JUDY LEE
001 2016-01-01 WALTER L. MOORE
001 2015-01-01 WALTER L. MOORE 2016-06-10
001 2014-01-01 WALTER L. MOORE 2015-07-17
001 2013-01-01 WALTER L. MOORE 2014-07-17
001 2012-01-01 WALTER L. MOORE 2013-05-10
001 2011-01-01 WALTER L. MOORE 2012-07-18
001 2010-01-01 WALTER L. MOORE 2011-06-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JUDY LEE
001	2016-01-01	WALTER L. MOORE
001	2015-01-01	WALTER L. MOORE	2016-06-10
001	2014-01-01	WALTER L. MOORE	2015-07-17
001	2013-01-01	WALTER L. MOORE	2014-07-17
001	2012-01-01	WALTER L. MOORE	2013-05-10
001	2011-01-01	WALTER L. MOORE	2012-07-18
001	2010-01-01	WALTER L. MOORE	2011-06-07

Plan Statistics for NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN

401k plan membership statisitcs for NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN

Measure Date Value
2022: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 157
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 45
Total of all active and inactive participants 2022-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 202
Number of participants with account balances 2022-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 143
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 2021-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 171
Number of participants with account balances 2021-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 148
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 165
Number of participants with account balances 2020-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 45
Total of all active and inactive participants 2019-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 136
Number of participants with account balances 2019-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 94
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 125
Number of participants with account balances 2018-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 102
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 126
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2

Measure	Date	Value
2022: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	157
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	45
Total of all active and inactive participants	2022-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	202
Number of participants with account balances	2022-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	143
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	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	171
Number of participants with account balances	2021-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	148
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	165
Number of participants with account balances	2020-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	45
Total of all active and inactive participants	2019-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	136
Number of participants with account balances	2019-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	94
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	125
Number of participants with account balances	2018-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	102
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	126
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2

Financial Data on NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN

Measure	Date	Value
2022 : NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	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	$-812,963
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$864,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$862,610
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$702,255
Value of total assets at end of year	2022-12-31	$7,646,845
Value of total assets at beginning of year	2022-12-31	$9,324,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,869
Total interest from all sources	2022-12-31	$14,069
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$294,198
Participant contributions at end of year	2022-12-31	$193,540
Participant contributions at beginning of year	2022-12-31	$291,000
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,941
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$405
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$1,869
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-1,677,442
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,646,845
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,324,287
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,795,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,376,586
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$12,930
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$1,139
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$463,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$450,379
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,529,287
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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	$397,116
Employer contributions (assets) at end of year	2022-12-31	$194,232
Employer contributions (assets) at beginning of year	2022-12-31	$206,322
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$862,205
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WARREN AVERETT
Accountancy firm EIN	2022-12-31	454084437
2021 : NAVIGATOR EMPLOYEES CREDIT UNION 401K 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	$1,902,275
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$56,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$36,356
Expenses. Certain deemed distributions of participant loans	2021-12-31	$19,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$782,066
Value of total assets at end of year	2021-12-31	$9,319,920
Value of total assets at beginning of year	2021-12-31	$7,474,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,106
Total interest from all sources	2021-12-31	$24,073
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
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	$315,433
Participant contributions at end of year	2021-12-31	$286,633
Participant contributions at beginning of year	2021-12-31	$350,598
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$43,201
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,106
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	$1,845,635
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,319,920
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,474,285
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,376,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,837,334
Interest on participant loans	2021-12-31	$18,517
Interest earned on other investments	2021-12-31	$5,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$450,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,135,556
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,096,136
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	$423,432
Employer contributions (assets) at end of year	2021-12-31	$206,322
Employer contributions (assets) at beginning of year	2021-12-31	$150,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$36,356
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WARREN AVERETT
Accountancy firm EIN	2021-12-31	454084437
2020 : NAVIGATOR EMPLOYEES CREDIT UNION 401K 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	$1,311,651
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,617,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,594,327
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$553,446
Value of total assets at end of year	2020-12-31	$7,474,285
Value of total assets at beginning of year	2020-12-31	$7,780,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,490
Total interest from all sources	2020-12-31	$19,682
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
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	$245,402
Participant contributions at end of year	2020-12-31	$350,598
Participant contributions at beginning of year	2020-12-31	$319,547
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$9,098
Administrative expenses (other) incurred	2020-12-31	$300
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	$-306,166
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,474,285
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,780,451
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	$5,837,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,196,573
Interest on participant loans	2020-12-31	$19,682
Interest earned on other investments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,761,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$137,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$137,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,135,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$237,923
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$46,216
Net investment gain/loss from pooled separate accounts	2020-12-31	$683,209
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	$308,044
Employer contributions (assets) at end of year	2020-12-31	$150,797
Employer contributions (assets) at beginning of year	2020-12-31	$127,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,594,327
Contract administrator fees	2020-12-31	$23,190
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WARREN AVERETT
Accountancy firm EIN	2020-12-31	454084437
2019 : NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 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	$1,776,872
Total income from all sources (including contributions)	2019-12-31	$1,776,872
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$701,976
Total of all expenses incurred	2019-12-31	$701,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$671,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$671,504
Value of total corrective distributions	2019-12-31	$9,994
Value of total corrective distributions	2019-12-31	$9,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$450,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$450,807
Value of total assets at end of year	2019-12-31	$7,780,451
Value of total assets at end of year	2019-12-31	$7,780,451
Value of total assets at beginning of year	2019-12-31	$6,705,555
Value of total assets at beginning of year	2019-12-31	$6,705,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,478
Total interest from all sources	2019-12-31	$20,639
Total interest from all sources	2019-12-31	$20,639
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$191,220
Contributions received from participants	2019-12-31	$191,220
Participant contributions at end of year	2019-12-31	$319,547
Participant contributions at end of year	2019-12-31	$319,547
Participant contributions at beginning of year	2019-12-31	$264,360
Participant contributions at beginning of year	2019-12-31	$264,360
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,393
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,393
Other income not declared elsewhere	2019-12-31	$6,757
Other income not declared elsewhere	2019-12-31	$6,757
Administrative expenses (other) incurred	2019-12-31	$20,478
Administrative expenses (other) incurred	2019-12-31	$20,478
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
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	$1,074,896
Value of net income/loss	2019-12-31	$1,074,896
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,780,451
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,780,451
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,705,555
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,705,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,196,573
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,196,573
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,727,388
Interest on participant loans	2019-12-31	$18,909
Interest on participant loans	2019-12-31	$18,909
Value of interest in common/collective trusts at end of year	2019-12-31	$3,761,625
Value of interest in common/collective trusts at end of year	2019-12-31	$3,761,625
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,252,356
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,252,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$137,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$137,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$108,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$108,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$108,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$108,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$237,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$237,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$217,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$217,670
Net investment gain/loss from pooled separate accounts	2019-12-31	$658,741
Net investment gain/loss from pooled separate accounts	2019-12-31	$658,741
Net investment gain or loss from common/collective trusts	2019-12-31	$639,928
Net investment gain or loss from common/collective trusts	2019-12-31	$639,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$257,194
Contributions received in cash from employer	2019-12-31	$257,194
Employer contributions (assets) at end of year	2019-12-31	$127,484
Employer contributions (assets) at end of year	2019-12-31	$127,484
Employer contributions (assets) at beginning of year	2019-12-31	$135,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$671,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$671,504
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WARREN AVERETT
Accountancy firm name	2019-12-31	WARREN AVERETT
Accountancy firm EIN	2019-12-31	454084437
Accountancy firm EIN	2019-12-31	454084437
2018 : NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$222,822
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$962,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$839,945
Expenses. Certain deemed distributions of participant loans	2018-12-31	$79,867
Value of total corrective distributions	2018-12-31	$21,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$528,659
Value of total assets at end of year	2018-12-31	$6,705,555
Value of total assets at beginning of year	2018-12-31	$7,445,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,703
Total interest from all sources	2018-12-31	$18,205
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$244,635
Participant contributions at end of year	2018-12-31	$264,360
Participant contributions at beginning of year	2018-12-31	$329,576
Other income not declared elsewhere	2018-12-31	$6,127
Administrative expenses (other) incurred	2018-12-31	$21,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-740,171
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,705,555
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,445,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,727,388
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,977,441
Interest on participant loans	2018-12-31	$17,049
Value of interest in common/collective trusts at end of year	2018-12-31	$3,252,356
Value of interest in common/collective trusts at beginning of year	2018-12-31	$679,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$108,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$97,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$97,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$217,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$195,549
Net investment gain/loss from pooled separate accounts	2018-12-31	$-178,935
Net investment gain or loss from common/collective trusts	2018-12-31	$-151,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$284,024
Employer contributions (assets) at end of year	2018-12-31	$135,241
Employer contributions (assets) at beginning of year	2018-12-31	$165,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$839,945
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WARREN AVERETT
Accountancy firm EIN	2018-12-31	454084437
2017 : NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,665,624
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$298,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$260,640
Value of total corrective distributions	2017-12-31	$14,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$616,083
Value of total assets at end of year	2017-12-31	$7,445,726
Value of total assets at beginning of year	2017-12-31	$6,078,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$23,265
Total interest from all sources	2017-12-31	$16,120
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$282,403
Participant contributions at end of year	2017-12-31	$329,576
Participant contributions at beginning of year	2017-12-31	$297,764
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,730
Other income not declared elsewhere	2017-12-31	$5,523
Administrative expenses (other) incurred	2017-12-31	$23,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,366,941
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,445,726
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,078,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,977,441
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,693,382
Interest on participant loans	2017-12-31	$16,078
Value of interest in common/collective trusts at end of year	2017-12-31	$679,806
Value of interest in common/collective trusts at beginning of year	2017-12-31	$675,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$97,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$81,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$81,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$195,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$175,493
Net investment gain/loss from pooled separate accounts	2017-12-31	$928,379
Net investment gain or loss from common/collective trusts	2017-12-31	$99,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$327,950
Employer contributions (assets) at end of year	2017-12-31	$165,771
Employer contributions (assets) at beginning of year	2017-12-31	$155,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$260,640
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WARREN AVERETT
Accountancy firm EIN	2017-12-31	454084437
2016 : NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,034,841
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,070,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,022,404
Expenses. Certain deemed distributions of participant loans	2016-12-31	$15,104
Value of total corrective distributions	2016-12-31	$14,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$577,389
Value of total assets at end of year	2016-12-31	$6,078,785
Value of total assets at beginning of year	2016-12-31	$6,113,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,172
Total interest from all sources	2016-12-31	$15,750
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$269,032
Participant contributions at end of year	2016-12-31	$297,764
Participant contributions at beginning of year	2016-12-31	$359,775
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,501
Other income not declared elsewhere	2016-12-31	$4,977
Administrative expenses (other) incurred	2016-12-31	$18,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-35,212
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,078,785
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,113,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,693,382
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,487,111
Interest on participant loans	2016-12-31	$16,302
Value of interest in common/collective trusts at end of year	2016-12-31	$675,487
Value of interest in common/collective trusts at beginning of year	2016-12-31	$835,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$81,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$117,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$117,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$-552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$175,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$158,110
Net investment gain/loss from pooled separate accounts	2016-12-31	$371,615
Net investment gain or loss from common/collective trusts	2016-12-31	$65,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$306,856
Employer contributions (assets) at end of year	2016-12-31	$155,033
Employer contributions (assets) at beginning of year	2016-12-31	$155,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,022,404
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WOLFE, MCDUFF & OPPIE, P.A
Accountancy firm EIN	2016-12-31	640891412

Form 5500 Responses for NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN

2022: NAVIGATOR EMPLOYEES CREDIT UNION 401K 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 benefit arrangement – Insurance	Yes
2021: NAVIGATOR EMPLOYEES CREDIT UNION 401K 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 benefit arrangement – Insurance	Yes
2020: NAVIGATOR EMPLOYEES CREDIT UNION 401K 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 benefit arrangement – Insurance	Yes
2019: NAVIGATOR EMPLOYEES CREDIT UNION 401K 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
2018: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NAVIGATOR EMPLOYEES CREDIT UNION 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062262

Policy instance

Insurance contract or identification number	062262
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,732
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
Amount paid for insurance broker fees	5732
Additional information about fees paid to insurance broker	INCENTIVE COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062262J

Policy instance

Insurance contract or identification number	062262J
Number of Individuals Covered	171
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062262J

Policy instance

Insurance contract or identification number	062262J
Number of Individuals Covered	165
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

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

641291

Policy instance

Insurance contract or identification number	641291
Number of Individuals Covered	106
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13,848
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	0
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
Commission paid to Insurance Broker	USD $13,848
Insurance broker organization code?	3

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

641291

Policy instance

Insurance contract or identification number	641291
Number of Individuals Covered	103
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $13,712
Total amount of fees paid to insurance company	USD $523
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	0
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
Commission paid to Insurance Broker	USD $8,355
Insurance broker organization code?	3
Amount paid for insurance broker fees	523
Additional information about fees paid to insurance broker	ADVISORY SERVICES TO PLAN SPONSORS

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

601675

Policy instance

Insurance contract or identification number	601675
Number of Individuals Covered	107
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $13,533
Total amount of fees paid to insurance company	USD $1,771
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	0
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
Commission paid to Insurance Broker	USD $10,332
Insurance broker organization code?	3
Amount paid for insurance broker fees	1771
Additional information about fees paid to insurance broker	ADVISORY SERVICES TO PLAN SPONSORS
Insurance broker name	CETERA ADVISORS LLC

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Company Name:	NAVIGATOR CREDIT UNION
Employer identification number (EIN):	640179401
NAIC Classification:	522130
NAIC Description:	Credit Unions