?>
Logo

GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 401k Plan overview

Plan NameGENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
Plan identification number 022

GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

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

Company Name:GENERATIONS COMMUNITY FEDERAL CREDIT UNION
Employer identification number (EIN):741117333
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0222022-01-01
0222021-01-01
0222020-01-01
0222019-01-01
0222018-01-01
0222017-01-01ANGELA HOWORTH
0222016-01-01ANGELA HOWORTH
0222015-01-01ANGELA HOWORTH
0222014-01-01ANGELA HOWORTH ANGELA HOWORTH2015-10-13
0222013-01-01ANGELA HOWORTH ANGELA HOWORTH2014-10-08
0222012-01-01ANGELA HOWORTH ANGELA HOWORTH2013-10-10
0222011-01-01ANGELA HOWORTH ANGELA HOWORTH2012-10-12
0222010-01-01ANGELA HOWORTH
0222009-01-01ANGELA HOWORTH ANGELA HOWORTH2010-10-13

Plan Statistics for GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

401k plan membership statisitcs for GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

Measure Date Value
2022: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3131,130,953
Acturial value of plan assets2022-12-3131,130,953
Funding target for retired participants and beneficiaries receiving payment2022-12-315,238,320
Number of terminated vested participants2022-12-3189
Fundng target for terminated vested participants2022-12-312,997,567
Active participant vested funding target2022-12-314,561,159
Number of active participants2022-12-31151
Total funding liabilities for active participants2022-12-314,829,804
Total participant count2022-12-31279
Total funding target for all participants2022-12-3113,065,691
Balance at beginning of prior year after applicable adjustments2022-12-3113,183,817
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3113,183,817
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3114,548,342
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31672,678
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01271
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-0138
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01272
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3128,715,942
Acturial value of plan assets2021-12-3128,715,942
Funding target for retired participants and beneficiaries receiving payment2021-12-315,186,534
Number of terminated vested participants2021-12-3186
Fundng target for terminated vested participants2021-12-313,216,342
Active participant vested funding target2021-12-314,311,715
Number of active participants2021-12-31165
Total funding liabilities for active participants2021-12-314,612,603
Total participant count2021-12-31287
Total funding target for all participants2021-12-3113,015,479
Balance at beginning of prior year after applicable adjustments2021-12-3111,436,344
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3111,436,344
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3113,183,817
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31693,347
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-01143
Number of retired or separated participants receiving benefits2021-01-0135
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3125,493,111
Acturial value of plan assets2020-12-3125,493,111
Funding target for retired participants and beneficiaries receiving payment2020-12-314,413,314
Number of terminated vested participants2020-12-3176
Fundng target for terminated vested participants2020-12-312,891,598
Active participant vested funding target2020-12-314,363,406
Number of active participants2020-12-31182
Total funding liabilities for active participants2020-12-314,845,827
Total participant count2020-12-31290
Total funding target for all participants2020-12-3112,150,739
Balance at beginning of prior year after applicable adjustments2020-12-319,391,377
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31149,887
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-319,241,490
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3111,436,344
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31693,859
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01262
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-0132
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3121,042,235
Acturial value of plan assets2019-12-3121,042,235
Funding target for retired participants and beneficiaries receiving payment2019-12-314,405,439
Number of terminated vested participants2019-12-3165
Fundng target for terminated vested participants2019-12-311,924,419
Active participant vested funding target2019-12-314,353,019
Number of active participants2019-12-31177
Total funding liabilities for active participants2019-12-314,754,728
Total participant count2019-12-31271
Total funding target for all participants2019-12-3111,084,586
Balance at beginning of prior year after applicable adjustments2019-12-3110,124,382
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3110,124,382
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-319,391,377
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31716,159
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31149,887
Carryover balance elected to use to offset funding requirement2019-12-31149,887
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01271
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3123,231,310
Acturial value of plan assets2018-12-3123,231,310
Funding target for retired participants and beneficiaries receiving payment2018-12-314,283,780
Number of terminated vested participants2018-12-3160
Fundng target for terminated vested participants2018-12-311,737,875
Active participant vested funding target2018-12-313,555,792
Number of active participants2018-12-31195
Total funding liabilities for active participants2018-12-313,963,384
Total participant count2018-12-31282
Total funding target for all participants2018-12-319,985,039
Balance at beginning of prior year after applicable adjustments2018-12-318,558,950
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-318,558,950
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3110,124,382
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31633,883
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01282
Total number of active participants reported on line 7a of the Form 55002018-01-01159
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01253
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3120,261,180
Acturial value of plan assets2017-12-3120,261,180
Funding target for retired participants and beneficiaries receiving payment2017-12-313,844,604
Number of terminated vested participants2017-12-3175
Fundng target for terminated vested participants2017-12-311,747,172
Active participant vested funding target2017-12-312,785,981
Number of active participants2017-12-31168
Total funding liabilities for active participants2017-12-313,069,750
Total participant count2017-12-31269
Total funding target for all participants2017-12-318,661,526
Balance at beginning of prior year after applicable adjustments2017-12-318,075,243
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-318,075,243
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-318,558,950
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31445,414
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01269
Total number of active participants reported on line 7a of the Form 55002017-01-01168
Number of retired or separated participants receiving benefits2017-01-0124
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3119,478,227
Acturial value of plan assets2016-12-3119,478,227
Funding target for retired participants and beneficiaries receiving payment2016-12-313,155,419
Number of terminated vested participants2016-12-3163
Fundng target for terminated vested participants2016-12-311,643,850
Active participant vested funding target2016-12-312,500,309
Number of active participants2016-12-31181
Total funding liabilities for active participants2016-12-312,721,756
Total participant count2016-12-31268
Total funding target for all participants2016-12-317,521,025
Balance at beginning of prior year after applicable adjustments2016-12-318,126,440
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-318,126,440
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-318,075,243
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31412,824
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01268
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01245
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01240
Total number of active participants reported on line 7a of the Form 55002014-01-01149
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01153
Number of retired or separated participants receiving benefits2013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01200
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01210
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01202
Total number of active participants reported on line 7a of the Form 55002010-01-01150
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

Measure Date Value
2022 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,104,447
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$721,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$527,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$24,305,123
Value of total assets at beginning of year2022-12-31$31,130,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$193,494
Total interest from all sources2022-12-31$1,982
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$59,562
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Administrative expenses (other) incurred2022-12-31$15,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,825,830
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,305,123
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,130,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$118,686
Value of interest in common/collective trusts at end of year2022-12-31$24,099,818
Value of interest in common/collective trusts at beginning of year2022-12-31$30,897,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$205,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$233,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$233,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,982
Net investment gain or loss from common/collective trusts2022-12-31$-6,106,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$527,889
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,107,775
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$691,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$451,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$31,130,953
Value of total assets at beginning of year2021-12-31$28,715,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$240,610
Total interest from all sources2021-12-31$23
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1
Administrative expenses (other) incurred2021-12-31$78,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,415,910
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,130,953
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,715,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$162,141
Value of interest in common/collective trusts at end of year2021-12-31$30,897,392
Value of interest in common/collective trusts at beginning of year2021-12-31$28,478,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$233,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$236,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$236,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$23
Net investment gain or loss from common/collective trusts2021-12-31$3,107,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$451,255
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,935,311
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$713,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$522,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$28,715,043
Value of total assets at beginning of year2020-12-31$25,493,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$191,186
Total interest from all sources2020-12-31$586
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$103
Administrative expenses (other) incurred2020-12-31$102,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,221,932
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,715,043
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,493,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$88,216
Value of interest in common/collective trusts at end of year2020-12-31$28,478,944
Value of interest in common/collective trusts at beginning of year2020-12-31$25,277,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$236,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$215,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$215,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$586
Net investment gain or loss from common/collective trusts2020-12-31$3,934,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$522,193
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$5,048,605
Total income from all sources (including contributions)2019-12-31$5,048,605
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$597,728
Total of all expenses incurred2019-12-31$597,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$406,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$25,493,111
Value of total assets at end of year2019-12-31$25,493,111
Value of total assets at beginning of year2019-12-31$21,042,234
Value of total assets at beginning of year2019-12-31$21,042,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$191,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$191,206
Total interest from all sources2019-12-31$2,879
Total interest from all sources2019-12-31$2,879
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
Value of fidelity bond cover2019-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$103
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$226
Administrative expenses (other) incurred2019-12-31$81,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,450,877
Value of net income/loss2019-12-31$4,450,877
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,493,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,493,111
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,042,234
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,042,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$109,661
Value of interest in common/collective trusts at end of year2019-12-31$25,277,544
Value of interest in common/collective trusts at end of year2019-12-31$25,277,544
Value of interest in common/collective trusts at beginning of year2019-12-31$20,860,933
Value of interest in common/collective trusts at beginning of year2019-12-31$20,860,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$215,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$215,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$181,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$181,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$181,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$181,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,879
Net investment gain or loss from common/collective trusts2019-12-31$5,045,726
Net investment gain or loss from common/collective trusts2019-12-31$5,045,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$406,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$406,522
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,553,472
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$635,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$453,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$21,042,234
Value of total assets at beginning of year2018-12-31$23,231,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$182,233
Total interest from all sources2018-12-31$2,389
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$66
Administrative expenses (other) incurred2018-12-31$72,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,189,077
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,042,234
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,231,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$109,303
Value of interest in common/collective trusts at end of year2018-12-31$20,860,933
Value of interest in common/collective trusts at beginning of year2018-12-31$23,082,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$181,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$148,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$148,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,389
Net investment gain or loss from common/collective trusts2018-12-31$-1,555,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$453,372
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,645,029
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$674,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$500,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$23,231,311
Value of total assets at beginning of year2017-12-31$20,261,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$174,666
Total interest from all sources2017-12-31$925
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$66
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$37,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,970,131
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,231,311
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,261,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$137,188
Value of interest in common/collective trusts at end of year2017-12-31$23,082,495
Value of interest in common/collective trusts at beginning of year2017-12-31$20,148,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$148,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$112,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$112,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$925
Net investment gain or loss from common/collective trusts2017-12-31$3,644,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$500,232
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,174,929
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$391,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$310,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$20,261,180
Value of total assets at beginning of year2016-12-31$19,478,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,382
Total interest from all sources2016-12-31$196
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$168,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$168,760
Administrative expenses professional fees incurred2016-12-31$15,386
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$21,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$782,953
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,261,180
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,478,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$44,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,478,227
Value of interest in common/collective trusts at end of year2016-12-31$20,148,454
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$112,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$424,911
Net investment gain or loss from common/collective trusts2016-12-31$581,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$310,594
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-33,379
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$419,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$307,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$19,478,227
Value of total assets at beginning of year2015-12-31$19,931,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$112,684
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$412,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$412,611
Administrative expenses professional fees incurred2015-12-31$21,523
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-453,332
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,478,227
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,931,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$91,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,478,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,931,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-445,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$307,269
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PADGETT STRATEMANN AND CO.
Accountancy firm EIN2015-12-31741650885
2014 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,084,827
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$414,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$296,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$19,931,559
Value of total assets at beginning of year2014-12-31$19,260,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$117,742
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$843,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$843,348
Administrative expenses professional fees incurred2014-12-31$19,982
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$670,614
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,931,559
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,260,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$97,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,931,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,260,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$241,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$296,471
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REED SMILEY CPA
Accountancy firm EIN2014-12-31742500491
2013 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,314,077
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$382,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$274,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$19,260,945
Value of total assets at beginning of year2013-12-31$17,329,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$107,867
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$911,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$911,005
Administrative expenses professional fees incurred2013-12-31$16,462
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$1,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,931,246
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,260,945
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,329,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$89,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,260,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,329,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,403,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$274,964
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REED SMILEY CPA
Accountancy firm EIN2013-12-31742500491
2012 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,928,695
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$223,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$123,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$17,329,699
Value of total assets at beginning of year2012-12-31$15,624,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$99,961
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$731,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$731,548
Administrative expenses professional fees incurred2012-12-31$17,201
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,704,997
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,329,699
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,624,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$82,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,329,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,624,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,197,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$123,737
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REED SMILEY CPA
Accountancy firm EIN2012-12-31742500491
2011 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-293,300
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$188,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$94,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$15,624,702
Value of total assets at beginning of year2011-12-31$16,106,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$93,763
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$576,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$576,589
Administrative expenses professional fees incurred2011-12-31$13,325
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-481,916
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,624,702
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,106,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$80,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,624,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,106,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-869,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$94,853
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REED SMILEY CPA
Accountancy firm EIN2011-12-31742500491
2010 : GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,002,800
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$164,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$91,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$16,106,618
Value of total assets at beginning of year2010-12-31$14,268,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72,820
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$321,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$321,030
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,837,997
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,106,618
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,268,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$72,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,106,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,263,496
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$5,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,681,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$91,983
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REED SMILEY CPA
Accountancy firm EIN2010-12-31742500491

Form 5500 Responses for GENERATIONS COMMUNITY FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

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

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

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

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

See full terms and conditions

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