401k Plan data: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN plan

SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	011

SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: SHELL FEDERAL CREDIT UNION

Employer identification number (EIN): 741132577

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
011 2017-01-01 NATALIE ANN MAY
011 2016-01-01 NATALIE ANN MAY
011 2015-01-01 NATALIE ANN MAY
011 2014-01-01 SONIA L. CASTILLO
011 2013-01-01 SONIA L. CASTILLO
011 2012-01-01 SONIA L. CASTILLO
011 2011-01-01 SONIA CASTILLO
011 2009-01-01 SONIA CASTILLO

Plan id#	Filing Submission Date	Name of Administrator
011	2017-01-01	NATALIE ANN MAY
011	2016-01-01	NATALIE ANN MAY
011	2015-01-01	NATALIE ANN MAY
011	2014-01-01	SONIA L. CASTILLO
011	2013-01-01	SONIA L. CASTILLO
011	2012-01-01	SONIA L. CASTILLO
011	2011-01-01	SONIA CASTILLO
011	2009-01-01	SONIA CASTILLO

Plan Statistics for SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2017: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 31
2016: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 207
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 112
Total of all active and inactive participants 2016-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 324
Number of participants with account balances 2016-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 39
2015: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 211
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 94
Total of all active and inactive participants 2015-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 309
Number of participants with account balances 2015-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 21
2014: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 190
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 78
Total of all active and inactive participants 2014-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 268
Number of participants with account balances 2014-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 25
2013: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 195
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 54
Total of all active and inactive participants 2013-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 250
Number of participants with account balances 2013-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 32
2012: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 201
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 228
Number of participants with account balances 2012-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 19
2011: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 157
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 43
Total of all active and inactive participants 2011-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 200
Number of participants with account balances 2011-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2009: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 135
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 147
Number of participants with account balances 2009-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2017: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	31
2016: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	207
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	112
Total of all active and inactive participants	2016-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	324
Number of participants with account balances	2016-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	39
2015: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	211
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	94
Total of all active and inactive participants	2015-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	309
Number of participants with account balances	2015-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	21
2014: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	190
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	78
Total of all active and inactive participants	2014-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	268
Number of participants with account balances	2014-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	25
2013: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	195
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	54
Total of all active and inactive participants	2013-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	250
Number of participants with account balances	2013-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	32
2012: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	201
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	228
Number of participants with account balances	2012-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	19
2011: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	157
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	43
Total of all active and inactive participants	2011-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	200
Number of participants with account balances	2011-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2009: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	135
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	147
Number of participants with account balances	2009-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2017 : SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$13,596,153
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	$3,205,576
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,495,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,417,985
Expenses. Certain deemed distributions of participant loans	2017-12-31	$29,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,388,862
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$11,886,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$48,602
Total interest from all sources	2017-12-31	$51,115
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$138,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$138,273
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$632,848
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$686,550
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$40,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,709,625
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,886,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,547,134
Interest on participant loans	2017-12-31	$29,654
Interest earned on other investments	2017-12-31	$21,461
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,206,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,446,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,144,987
Net investment gain or loss from common/collective trusts	2017-12-31	$482,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$715,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,417,985
Contract administrator fees	2017-12-31	$48,602
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2017-12-31	454084437
2016 : SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,271,437
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$518,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$452,171
Value of total corrective distributions	2016-12-31	$22,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,400,319
Value of total assets at end of year	2016-12-31	$11,886,528
Value of total assets at beginning of year	2016-12-31	$10,133,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$44,141
Total interest from all sources	2016-12-31	$47,366
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$114,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$114,477
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$597,295
Participant contributions at end of year	2016-12-31	$686,550
Participant contributions at beginning of year	2016-12-31	$495,528
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$94,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,752,654
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,886,528
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,133,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,547,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,423,655
Interest on participant loans	2016-12-31	$28,155
Interest earned on other investments	2016-12-31	$19,211
Value of interest in common/collective trusts at end of year	2016-12-31	$3,206,786
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,929,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,446,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,285,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$709,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$708,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$452,171
Contract administrator fees	2016-12-31	$44,141
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2016-12-31	454084437
2015 : SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,226,987
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$614,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$561,940
Value of total corrective distributions	2015-12-31	$12,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,261,915
Value of total assets at end of year	2015-12-31	$10,133,874
Value of total assets at beginning of year	2015-12-31	$9,521,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$39,992
Total interest from all sources	2015-12-31	$40,949
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$133,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$133,837
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$525,800
Participant contributions at end of year	2015-12-31	$495,528
Participant contributions at beginning of year	2015-12-31	$526,269
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$127,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$612,300
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,133,874
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,521,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,423,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,951,754
Interest on participant loans	2015-12-31	$20,290
Interest earned on other investments	2015-12-31	$20,659
Value of interest in common/collective trusts at end of year	2015-12-31	$2,929,250
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,826,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,285,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,216,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-159,661
Net investment gain or loss from common/collective trusts	2015-12-31	$-50,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$608,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$561,940
Contract administrator fees	2015-12-31	$39,992
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2015-12-31	454084437
2014 : SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,566,772
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$973,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$940,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,010,317
Value of total assets at end of year	2014-12-31	$9,521,574
Value of total assets at beginning of year	2014-12-31	$8,928,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,259
Total interest from all sources	2014-12-31	$44,000
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$102,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$102,122
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$423,086
Participant contributions at end of year	2014-12-31	$526,269
Participant contributions at beginning of year	2014-12-31	$518,332
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$70,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$592,850
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,521,574
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,928,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,951,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,418,097
Interest on participant loans	2014-12-31	$22,955
Interest earned on other investments	2014-12-31	$21,045
Value of interest in common/collective trusts at end of year	2014-12-31	$2,826,624
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,609,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,216,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,382,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$291,899
Net investment gain or loss from common/collective trusts	2014-12-31	$118,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$516,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$940,663
Contract administrator fees	2014-12-31	$33,259
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2014-12-31	593262654
2013 : SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$2,541,567
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$573,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$533,266
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,313,528
Value of total assets at end of year	2013-12-31	$8,928,724
Value of total assets at beginning of year	2013-12-31	$6,960,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$40,087
Total interest from all sources	2013-12-31	$45,117
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$66,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$66,675
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$406,811
Participant contributions at end of year	2013-12-31	$518,332
Participant contributions at beginning of year	2013-12-31	$373,973
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$392,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,968,214
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,928,724
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,960,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,418,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,942,444
Interest on participant loans	2013-12-31	$18,894
Interest earned on other investments	2013-12-31	$26,223
Value of interest in common/collective trusts at end of year	2013-12-31	$2,609,996
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,416,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,382,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,227,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$826,231
Net investment gain or loss from common/collective trusts	2013-12-31	$290,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$514,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$533,266
Contract administrator fees	2013-12-31	$40,087
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2013-12-31	593262654
2012 : SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$1,657,681
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$427,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$392,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,007,124
Value of total assets at end of year	2012-12-31	$6,960,510
Value of total assets at beginning of year	2012-12-31	$5,730,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$35,387
Total interest from all sources	2012-12-31	$46,787
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$61,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$61,605
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$407,651
Participant contributions at end of year	2012-12-31	$373,973
Participant contributions at beginning of year	2012-12-31	$347,495
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$107,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,230,269
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,960,510
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,730,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,942,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,184,666
Interest on participant loans	2012-12-31	$15,123
Interest earned on other investments	2012-12-31	$31,664
Value of interest in common/collective trusts at end of year	2012-12-31	$2,416,360
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,905,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,227,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,292,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$315,660
Net investment gain or loss from common/collective trusts	2012-12-31	$226,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$491,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$392,025
Contract administrator fees	2012-12-31	$35,387
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2012-12-31	593262654
2011 : SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$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	$833,646
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$653,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$616,628
Value of total corrective distributions	2011-12-31	$6,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$780,989
Value of total assets at end of year	2011-12-31	$5,730,241
Value of total assets at beginning of year	2011-12-31	$5,550,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30,605
Total interest from all sources	2011-12-31	$47,781
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$43,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$43,757
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$363,300
Participant contributions at end of year	2011-12-31	$347,495
Participant contributions at beginning of year	2011-12-31	$342,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$180,046
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,730,241
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,550,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,184,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,326,046
Interest on participant loans	2011-12-31	$17,059
Interest earned on other investments	2011-12-31	$30,722
Value of interest in common/collective trusts at end of year	2011-12-31	$1,905,793
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,911,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,292,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$970,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-71,808
Net investment gain or loss from common/collective trusts	2011-12-31	$32,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$417,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$616,628
Contract administrator fees	2011-12-31	$30,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2011-12-31	593262654
2010 : SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,323,561
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$405,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$372,524
Value of total corrective distributions	2010-12-31	$1,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$753,642
Value of total assets at end of year	2010-12-31	$5,550,195
Value of total assets at beginning of year	2010-12-31	$4,631,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$30,963
Total interest from all sources	2010-12-31	$15,420
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$45,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$45,615
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$359,868
Participant contributions at end of year	2010-12-31	$342,117
Participant contributions at beginning of year	2010-12-31	$321,706
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$21,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$918,314
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,550,195
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,631,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,326,046
Interest on participant loans	2010-12-31	$15,420
Value of interest in common/collective trusts at end of year	2010-12-31	$1,911,147
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$4,310,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$970,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$273,561
Net investment gain or loss from common/collective trusts	2010-12-31	$213,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$393,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$372,524
Contract administrator fees	2010-12-31	$30,963
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2010-12-31	593262654

Form 5500 Responses for SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

2017: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHELL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

042-0302-3

Policy instance

Insurance contract or identification number	042-0302-3
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SHELL FEDERAL CREDIT UNION
Employer identification number (EIN):	741132577
NAIC Classification:	522130
NAIC Description:	Credit Unions