401k Plan data: TEXELL CREDIT UNION 401K PLAN plan

TEXELL CREDIT UNION 401K PLAN 401k Plan overview

Plan Name	TEXELL CREDIT UNION 401K PLAN
Plan identification number	002

TEXELL CREDIT UNION 401K PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: TEXELL CREDIT UNION

Employer identification number (EIN): 741109882

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ANTHONY RODGERS, TEXELL CU
002 2016-01-01
002 2015-01-01 STEPHANIE WILCKEN, TEXELL CU STEPHANIE WILCKEN, TEXELL CU 2016-09-12
002 2014-01-01 STEPHANIE WILCKEN TEXELL CU 2015-05-15 STEPHANIE WILCKEN TEXELL CU 2015-05-15
002 2013-01-01 STEPHANIE WILCKEN TEXELL CU 2014-06-05 STEPHANIE WILCKEN TEXELL CU 2014-06-05
002 2012-01-01 GEORGE FERRETTI TEXELL CU 2013-05-07 GEORGE FERRETTI TEXELL CU 2013-05-07
002 2011-01-01 PAUL BRANDT 2012-06-12 PAUL BRANDT 2012-06-12
002 2010-01-01 LINDA N STEVENSON 2011-07-25 LINDA N STEVENSON 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ANTHONY RODGERS, TEXELL CU
002	2016-01-01
002	2015-01-01	STEPHANIE WILCKEN, TEXELL CU		STEPHANIE WILCKEN, TEXELL CU	2016-09-12
002	2014-01-01	STEPHANIE WILCKEN TEXELL CU	2015-05-15	STEPHANIE WILCKEN TEXELL CU	2015-05-15
002	2013-01-01	STEPHANIE WILCKEN TEXELL CU	2014-06-05	STEPHANIE WILCKEN TEXELL CU	2014-06-05
002	2012-01-01	GEORGE FERRETTI TEXELL CU	2013-05-07	GEORGE FERRETTI TEXELL CU	2013-05-07
002	2011-01-01	PAUL BRANDT	2012-06-12	PAUL BRANDT	2012-06-12
002	2010-01-01	LINDA N STEVENSON	2011-07-25	LINDA N STEVENSON	2011-07-25

Plan Statistics for TEXELL CREDIT UNION 401K PLAN

401k plan membership statisitcs for TEXELL CREDIT UNION 401K PLAN

Measure Date Value
2022: TEXELL CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 187
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 54
Total of all active and inactive participants 2022-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 241
Number of participants with account balances 2022-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TEXELL CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 171
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 61
Total of all active and inactive participants 2021-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 232
Number of participants with account balances 2021-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TEXELL CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 150
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 37
Total of all active and inactive participants 2020-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 187
Number of participants with account balances 2020-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TEXELL CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 147
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 24
Total of all active and inactive participants 2019-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 171
Number of participants with account balances 2019-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: TEXELL CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 122
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 19
Total of all active and inactive participants 2018-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 141
Number of participants with account balances 2018-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: TEXELL CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 138
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 7
Total of all active and inactive participants 2017-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 145
Number of participants with account balances 2017-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: TEXELL CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 131
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 11
Total of all active and inactive participants 2016-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 142
Number of participants with account balances 2016-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: TEXELL CREDIT UNION 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 115
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 130
Number of participants with account balances 2015-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11

Measure	Date	Value
2022: TEXELL CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	187
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	54
Total of all active and inactive participants	2022-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	241
Number of participants with account balances	2022-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TEXELL CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	171
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	61
Total of all active and inactive participants	2021-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	232
Number of participants with account balances	2021-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TEXELL CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	150
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	37
Total of all active and inactive participants	2020-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	187
Number of participants with account balances	2020-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TEXELL CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	147
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	24
Total of all active and inactive participants	2019-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	171
Number of participants with account balances	2019-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: TEXELL CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	122
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	19
Total of all active and inactive participants	2018-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	141
Number of participants with account balances	2018-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: TEXELL CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	138
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	7
Total of all active and inactive participants	2017-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	145
Number of participants with account balances	2017-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: TEXELL CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	131
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	11
Total of all active and inactive participants	2016-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	142
Number of participants with account balances	2016-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: TEXELL CREDIT UNION 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	115
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	130
Number of participants with account balances	2015-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11

Financial Data on TEXELL CREDIT UNION 401K PLAN

Measure	Date	Value
2022 : TEXELL CREDIT UNION 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-268,037
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$391,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$348,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$841,385
Value of total assets at end of year	2022-12-31	$5,167,789
Value of total assets at beginning of year	2022-12-31	$5,827,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$42,300
Total interest from all sources	2022-12-31	$1,141
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
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$7,000,000
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	$482,445
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$45,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-659,219
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,167,789
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,827,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$42,300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,024,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,692,361
Interest earned on other investments	2022-12-31	$1,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$139,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$134,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,110,563
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	$313,761
Employer contributions (assets) at end of year	2022-12-31	$3,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$348,882
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PSK, LLP
Accountancy firm EIN	2022-12-31	751486711
2021 : TEXELL 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	$1,574,149
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$398,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$350,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$866,465
Value of total assets at end of year	2021-12-31	$5,827,008
Value of total assets at beginning of year	2021-12-31	$4,651,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$47,937
Total interest from all sources	2021-12-31	$634
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
Administrative expenses professional fees incurred	2021-12-31	$5,562
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$463,069
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$464,054
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$100,456
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	$1,175,980
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,827,008
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,651,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,633
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,692,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,179,918
Interest earned on other investments	2021-12-31	$634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$134,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$707,050
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	$302,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$350,232
Contract administrator fees	2021-12-31	$36,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	PSK, LLP
Accountancy firm EIN	2021-12-31	751486711
2020 : TEXELL 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	$1,737,790
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$372,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$334,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$751,711
Value of total assets at end of year	2020-12-31	$4,651,028
Value of total assets at beginning of year	2020-12-31	$3,285,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$38,056
Total interest from all sources	2020-12-31	$160
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
Administrative expenses professional fees incurred	2020-12-31	$2,624
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	$433,807
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$464,054
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$367,330
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$33,888
Other income not declared elsewhere	2020-12-31	$96,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,365,471
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,651,028
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,285,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$6,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,179,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,909,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$8,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$889,196
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	$284,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$334,263
Contract administrator fees	2020-12-31	$29,144
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	PSK LLP
Accountancy firm EIN	2020-12-31	751486711
2019 : TEXELL CREDIT UNION 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,229,993
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$433,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$402,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$599,360
Value of total assets at end of year	2019-12-31	$3,285,557
Value of total assets at beginning of year	2019-12-31	$2,488,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,032
Total interest from all sources	2019-12-31	$184
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
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$372,248
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$8
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$367,330
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$315,328
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$52,002
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	$796,626
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,285,557
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,488,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$28,581
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,909,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,164,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$578,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$225,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$402,335
Contract administrator fees	2019-12-31	$2,451
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PSK, LLP
Accountancy firm EIN	2019-12-31	751486711
2018 : TEXELL 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	$204
Total income from all sources (including contributions)	2018-12-31	$325,895
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$96,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$75,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$554,750
Value of total assets at end of year	2018-12-31	$2,488,931
Value of total assets at beginning of year	2018-12-31	$2,259,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$20,775
Total interest from all sources	2018-12-31	$80
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$318,149
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$1,014
Participant contributions at end of year	2018-12-31	$8
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$315,328
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$318,587
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$29,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$204
Other income not declared elsewhere	2018-12-31	$-12,133
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	$229,431
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,488,931
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,259,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$19,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,164,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,940,103
Interest on participant loans	2018-12-31	$57
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$9,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-216,802
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	$207,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$75,689
Contract administrator fees	2018-12-31	$1,137
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	PSK, LLP
Accountancy firm EIN	2018-12-31	751486711
2017 : TEXELL 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	$204
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	$730,683
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$94,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$78,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$439,295
Value of total assets at end of year	2017-12-31	$2,259,704
Value of total assets at beginning of year	2017-12-31	$1,623,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,418
Total interest from all sources	2017-12-31	$199
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$271,020
Participant contributions at end of year	2017-12-31	$1,014
Participant contributions at beginning of year	2017-12-31	$6,434
Participant contributions at beginning of year	2017-12-31	$9,301
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$204
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	$635,926
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,259,500
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,623,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$14,521
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,258,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,602,336
Interest on participant loans	2017-12-31	$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$291,189
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	$167,656
Employer contributions (assets) at beginning of year	2017-12-31	$5,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$78,339
Contract administrator fees	2017-12-31	$1,897
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	PSK, LLP
Accountancy firm EIN	2017-12-31	751486711
2016 : TEXELL 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	$586,639
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$268,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$230,961
Expenses. Certain deemed distributions of participant loans	2016-12-31	$5,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$451,967
Value of total assets at end of year	2016-12-31	$1,623,574
Value of total assets at beginning of year	2016-12-31	$1,305,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$31,701
Total interest from all sources	2016-12-31	$652
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$251,638
Participant contributions at end of year	2016-12-31	$6,434
Participant contributions at beginning of year	2016-12-31	$18,381
Participant contributions at end of year	2016-12-31	$9,301
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$56,219
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	$318,000
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,623,574
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,305,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$27,081
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,602,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,287,193
Interest on participant loans	2016-12-31	$652
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$134,020
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	$144,110
Employer contributions (assets) at end of year	2016-12-31	$5,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$230,961
Contract administrator fees	2016-12-31	$4,620
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	PSK, LLP
Accountancy firm EIN	2016-12-31	751486711
2015 : TEXELL CREDIT UNION 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$301,661
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$209,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$181,176
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$336,379
Value of total assets at end of year	2015-12-31	$1,305,574
Value of total assets at beginning of year	2015-12-31	$1,213,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,508
Total interest from all sources	2015-12-31	$1,228
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$232,848
Participant contributions at end of year	2015-12-31	$18,381
Participant contributions at beginning of year	2015-12-31	$27,317
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$91,762
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,305,574
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,213,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$16,367
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,287,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,186,495
Interest on participant loans	2015-12-31	$1,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-35,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$101,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$181,176
Contract administrator fees	2015-12-31	$10,141
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PSK, LLP
Accountancy firm EIN	2015-12-31	751486711

Form 5500 Responses for TEXELL CREDIT UNION 401K PLAN

2022: TEXELL 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 funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEXELL 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 funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEXELL 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 funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEXELL 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: TEXELL 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: TEXELL 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEXELL 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEXELL CREDIT UNION 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513853-000

Policy instance

Insurance contract or identification number	513853-000
Number of Individuals Covered	191
Insurance policy start date	2022-06-14
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $555
Total amount of fees paid to insurance company	USD $4,171
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?	Yes
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 $555
Insurance broker organization code?	3
Amount paid for insurance broker fees	4171
Additional information about fees paid to insurance broker	ADMIN FEES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

LB2T

Policy instance

Insurance contract or identification number	LB2T
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-06-14
Total amount of commissions paid to insurance broker	USD $116
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?	Yes
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 $116
Insurance broker organization code?	7

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513853-000

Policy instance

Insurance contract or identification number	513853-000
Number of Individuals Covered	171
Insurance policy start date	2021-06-14
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $128
Total amount of fees paid to insurance company	USD $6,775
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 $83
Insurance broker organization code?	3
Amount paid for insurance broker fees	6775
Additional information about fees paid to insurance broker	ADMIN FEES

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LB2T

Policy instance

Insurance contract or identification number	GAP-CP-LB2T
Number of Individuals Covered	154
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $37
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?	Yes
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 $37
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LB2T

Policy instance

Insurance contract or identification number	GAP-CP-LB2T
Number of Individuals Covered	147
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $44
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?	Yes
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 $44
Insurance broker organization code?	7

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Company Name:	TEXELL CREDIT UNION
Employer identification number (EIN):	741109882
NAIC Classification:	522130
NAIC Description:	Credit Unions