UNIVERSITY FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $28,444,781 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $7,808,875 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $7,746,110 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $11,372,363 |
| Value of total assets at end of year | 2023-12-31 | $109,221,146 |
| Value of total assets at beginning of year | 2023-12-31 | $88,585,240 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $62,765 |
| Total interest from all sources | 2023-12-31 | $54,156 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $3,415,926 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $3,415,926 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $5,654,712 |
| Participant contributions at end of year | 2023-12-31 | $1,807,093 |
| Participant contributions at beginning of year | 2023-12-31 | $904,806 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $304,229 |
| Total non interest bearing cash at end of year | 2023-12-31 | $382,465 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $405,476 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $20,635,906 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $109,221,146 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $88,585,240 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $6,467 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $99,073,329 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $48,554,186 |
| Interest on participant loans | 2023-12-31 | $54,156 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $30,295,468 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $7,958,259 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $8,425,304 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $8,425,304 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $13,602,336 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $5,413,422 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $7,746,110 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | DOEREN MAYHEW ASSURANCE |
| Accountancy firm EIN | 2023-12-31 | 382492570 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $28,444,781 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $7,808,875 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $7,746,110 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $11,372,363 |
| Value of total assets at end of year | 2023-01-01 | $109,221,146 |
| Value of total assets at beginning of year | 2023-01-01 | $88,585,240 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $62,765 |
| Total interest from all sources | 2023-01-01 | $54,156 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $3,415,926 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $3,415,926 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $5,654,712 |
| Participant contributions at end of year | 2023-01-01 | $1,807,093 |
| Participant contributions at beginning of year | 2023-01-01 | $904,806 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $304,229 |
| Total non interest bearing cash at end of year | 2023-01-01 | $382,465 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $405,476 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $20,635,906 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $109,221,146 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $88,585,240 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $6,467 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $99,073,329 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $48,554,186 |
| Interest on participant loans | 2023-01-01 | $54,156 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $30,295,468 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $7,958,259 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $13,602,336 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $5,413,422 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $7,746,110 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | DOEREN MAYHEW ASSURANCE |
| Accountancy firm EIN | 2023-01-01 | 382492570 |
| 2022 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-8,209,681 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $11,690,636 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $11,623,534 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $11,157,123 |
| Value of total assets at end of year | 2022-12-31 | $88,585,240 |
| Value of total assets at beginning of year | 2022-12-31 | $108,485,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $67,102 |
| Total interest from all sources | 2022-12-31 | $42,998 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,943,865 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,943,865 |
| Administrative expenses professional fees incurred | 2022-12-31 | $67,102 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $5,604,047 |
| Participant contributions at end of year | 2022-12-31 | $904,806 |
| Participant contributions at beginning of year | 2022-12-31 | $1,161,602 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $216,267 |
| Total non interest bearing cash at end of year | 2022-12-31 | $405,476 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $347,841 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-19,900,317 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $88,585,240 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $108,485,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $48,554,186 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $65,561,091 |
| Interest on participant loans | 2022-12-31 | $42,998 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $30,295,468 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $34,401,483 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $8,425,304 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $7,013,540 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $7,013,540 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-21,353,667 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $5,336,809 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $11,623,534 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | DOEREN MAYHEW |
| Accountancy firm EIN | 2022-12-31 | 382492570 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-8,209,681 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $11,690,636 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $11,623,534 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $11,157,123 |
| Value of total assets at end of year | 2022-01-01 | $88,585,240 |
| Value of total assets at beginning of year | 2022-01-01 | $108,485,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $67,102 |
| Total interest from all sources | 2022-01-01 | $42,998 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,943,865 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,943,865 |
| Administrative expenses professional fees incurred | 2022-01-01 | $67,102 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $5,604,047 |
| Participant contributions at end of year | 2022-01-01 | $904,806 |
| Participant contributions at beginning of year | 2022-01-01 | $1,161,602 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $216,267 |
| Total non interest bearing cash at end of year | 2022-01-01 | $405,476 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $347,841 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-19,900,317 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $88,585,240 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $108,485,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $48,554,186 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $65,561,091 |
| Interest on participant loans | 2022-01-01 | $42,998 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $30,295,468 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $34,401,483 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $8,425,304 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-21,353,667 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $5,336,809 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $11,623,534 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | DOEREN MAYHEW |
| Accountancy firm EIN | 2022-01-01 | 382492570 |
| 2021 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $25,641,279 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $5,669,933 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,604,228 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $11,397,998 |
| Value of total assets at end of year | 2021-12-31 | $108,485,557 |
| Value of total assets at beginning of year | 2021-12-31 | $88,514,211 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $65,705 |
| Total interest from all sources | 2021-12-31 | $60,560 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,854,496 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,854,496 |
| Administrative expenses professional fees incurred | 2021-12-31 | $65,705 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $5,435,755 |
| Participant contributions at end of year | 2021-12-31 | $1,161,602 |
| Participant contributions at beginning of year | 2021-12-31 | $1,331,860 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $762,853 |
| Total non interest bearing cash at end of year | 2021-12-31 | $347,841 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $521,008 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $19,971,346 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $108,485,557 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $88,514,211 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $65,561,091 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $57,725,514 |
| Interest on participant loans | 2021-12-31 | $60,560 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $34,401,483 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $21,745,217 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $7,013,540 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $7,190,612 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $7,190,612 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,328,225 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $5,199,390 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,604,228 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | DOEREN MAYHEW |
| Accountancy firm EIN | 2021-12-31 | 382492570 |
| 2020 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $22,427,234 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $5,300,019 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,246,964 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,173,900 |
| Value of total assets at end of year | 2020-12-31 | $88,514,211 |
| Value of total assets at beginning of year | 2020-12-31 | $71,386,996 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $53,055 |
| Total interest from all sources | 2020-12-31 | $43,711 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,148,415 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,148,415 |
| Administrative expenses professional fees incurred | 2020-12-31 | $53,055 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $4,899,991 |
| Participant contributions at end of year | 2020-12-31 | $1,331,860 |
| Participant contributions at beginning of year | 2020-12-31 | $745,673 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $531,125 |
| Total non interest bearing cash at end of year | 2020-12-31 | $521,008 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,390 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $17,127,215 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $88,514,211 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $71,386,996 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $57,725,514 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $48,522,146 |
| Interest on participant loans | 2020-12-31 | $43,711 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $21,745,217 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $17,502,322 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $7,190,612 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,615,465 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,615,465 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,061,208 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $4,742,784 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,246,964 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | DOEREN MAYHEW |
| Accountancy firm EIN | 2020-12-31 | 382492570 |
| 2019 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $21,339,219 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $4,339,773 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,295,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,502,696 |
| Value of total assets at end of year | 2019-12-31 | $71,386,996 |
| Value of total assets at beginning of year | 2019-12-31 | $54,387,550 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $44,211 |
| Total interest from all sources | 2019-12-31 | $41,362 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,232,898 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $44,211 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $4,160,858 |
| Participant contributions at end of year | 2019-12-31 | $745,673 |
| Participant contributions at beginning of year | 2019-12-31 | $825,907 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $191,006 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,390 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $4,511 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $16,999,446 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $71,386,996 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $54,387,550 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,522,146 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $36,595,206 |
| Interest on participant loans | 2019-12-31 | $41,362 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $17,502,322 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $12,584,624 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,615,465 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,377,302 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,377,302 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,562,263 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $4,150,832 |
| Income. Dividends from common stock | 2019-12-31 | $2,232,898 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,295,562 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | DOEREN MAYHEW |
| Accountancy firm EIN | 2019-12-31 | 382492570 |
| 2018 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $4,575,535 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $3,532,575 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,496,983 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,980,881 |
| Value of total assets at end of year | 2018-12-31 | $54,387,550 |
| Value of total assets at beginning of year | 2018-12-31 | $53,344,590 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $35,592 |
| Total interest from all sources | 2018-12-31 | $68,871 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,481,906 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $35,592 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $3,671,807 |
| Participant contributions at end of year | 2018-12-31 | $825,907 |
| Participant contributions at beginning of year | 2018-12-31 | $630,761 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $528,594 |
| Total non interest bearing cash at end of year | 2018-12-31 | $4,511 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $307,831 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $1,042,960 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $54,387,550 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $53,344,590 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $36,595,206 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $37,013,403 |
| Interest on participant loans | 2018-12-31 | $32,660 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $12,584,624 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $12,092,790 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,377,302 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,299,805 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,299,805 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $36,211 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,956,123 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $3,780,480 |
| Income. Dividends from preferred stock | 2018-12-31 | $2,481,906 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,496,983 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | DOEREN MAYHEW |
| Accountancy firm EIN | 2018-12-31 | 382492570 |
| 2017 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $15,018,053 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $3,459,061 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,434,865 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,175,359 |
| Value of total assets at end of year | 2017-12-31 | $53,344,590 |
| Value of total assets at beginning of year | 2017-12-31 | $41,785,598 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $24,196 |
| Total interest from all sources | 2017-12-31 | $49,674 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,915,918 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,915,918 |
| Administrative expenses professional fees incurred | 2017-12-31 | $24,196 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
| 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 | $3,277,032 |
| Participant contributions at end of year | 2017-12-31 | $630,761 |
| Participant contributions at beginning of year | 2017-12-31 | $833,773 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $424,988 |
| Total non interest bearing cash at end of year | 2017-12-31 | $307,831 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $275,954 |
| 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 | $11,558,992 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $53,344,590 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $41,785,598 |
| 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 | $37,013,403 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $28,979,294 |
| Interest on participant loans | 2017-12-31 | $32,936 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $12,092,790 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $8,612,265 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,299,805 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,084,312 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,084,312 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $16,738 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,205,101 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,672,001 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,473,339 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,434,865 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | DOEREN MAYHEW |
| Accountancy firm EIN | 2017-12-31 | 382492570 |
| 2016 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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 | $8,747,566 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,480,428 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,460,363 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,464,043 |
| Value of total assets at end of year | 2016-12-31 | $41,785,598 |
| Value of total assets at beginning of year | 2016-12-31 | $34,518,460 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20,065 |
| Total interest from all sources | 2016-12-31 | $48,424 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,036,955 |
| 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 | $1,036,955 |
| Administrative expenses professional fees incurred | 2016-12-31 | $20,065 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| 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 | $2,921,681 |
| Participant contributions at end of year | 2016-12-31 | $833,773 |
| Participant contributions at beginning of year | 2016-12-31 | $1,153,064 |
| Participant contributions at beginning of year | 2016-12-31 | $99,389 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $512,247 |
| Total non interest bearing cash at end of year | 2016-12-31 | $275,954 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $873 |
| 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 | $7,267,138 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $41,785,598 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $34,518,460 |
| 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 | $28,979,294 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $24,591,799 |
| Interest on participant loans | 2016-12-31 | $41,406 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $8,612,265 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $5,678,099 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,084,312 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,885,590 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,885,590 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $7,018 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $633,468 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $564,676 |
| 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 | $3,030,115 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $109,646 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,460,363 |
| 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 | DOEREN MAYHEW |
| Accountancy firm EIN | 2016-12-31 | 382492570 |
| 2015 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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 | $6,760 |
| Total income from all sources (including contributions) | 2015-12-31 | $5,097,808 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,202,677 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,184,868 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,263,387 |
| Value of total assets at end of year | 2015-12-31 | $34,518,460 |
| Value of total assets at beginning of year | 2015-12-31 | $31,630,089 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $17,809 |
| Total interest from all sources | 2015-12-31 | $54,156 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,565,594 |
| 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 | $1,565,594 |
| Administrative expenses professional fees incurred | 2015-12-31 | $17,809 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
| 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 | $2,419,883 |
| Participant contributions at end of year | 2015-12-31 | $1,153,064 |
| Participant contributions at beginning of year | 2015-12-31 | $1,304,659 |
| Participant contributions at end of year | 2015-12-31 | $99,389 |
| Participant contributions at beginning of year | 2015-12-31 | $88,981 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $263,020 |
| Total non interest bearing cash at end of year | 2015-12-31 | $873 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $615 |
| 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 | $2,895,131 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $34,518,460 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $31,623,329 |
| 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 | $24,591,799 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,753,158 |
| Interest on participant loans | 2015-12-31 | $53,857 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $5,678,099 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,782,554 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,885,590 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,649,662 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,649,662 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $299 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,785,329 |
| 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 | $2,580,484 |
| Employer contributions (assets) at end of year | 2015-12-31 | $109,646 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $50,460 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,184,868 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $6,760 |
| 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 | DOEREN MAYHEW |
| Accountancy firm EIN | 2015-12-31 | 382492570 |
| 2014 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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 | $6,760 |
| 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 | $5,689,312 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,487,766 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,468,664 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,318,016 |
| Value of total assets at end of year | 2014-12-31 | $31,630,089 |
| Value of total assets at beginning of year | 2014-12-31 | $28,421,783 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,102 |
| Total interest from all sources | 2014-12-31 | $49,090 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,731,741 |
| 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 | $1,731,741 |
| Administrative expenses professional fees incurred | 2014-12-31 | $19,102 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
| 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 | $2,058,354 |
| Participant contributions at end of year | 2014-12-31 | $1,304,659 |
| Participant contributions at beginning of year | 2014-12-31 | $1,064,362 |
| Participant contributions at end of year | 2014-12-31 | $88,981 |
| Participant contributions at beginning of year | 2014-12-31 | $75,094 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $135,458 |
| Total non interest bearing cash at end of year | 2014-12-31 | $615 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $634 |
| 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 | $3,201,546 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $31,623,329 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $28,421,783 |
| 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 | $23,753,158 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $21,809,677 |
| Interest on participant loans | 2014-12-31 | $48,832 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,782,554 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,947,392 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,649,662 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,498,961 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,498,961 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $258 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-409,535 |
| 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 | $2,124,204 |
| Employer contributions (assets) at end of year | 2014-12-31 | $50,460 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $25,663 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,468,664 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $6,760 |
| 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 | ORTH, CHAKLER, MURNANE AN DCO. |
| Accountancy firm EIN | 2014-12-31 | 650662923 |
| 2013 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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 | $8,681,132 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $2,514,554 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,495,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,029,279 |
| Value of total assets at end of year | 2013-12-31 | $28,421,783 |
| Value of total assets at beginning of year | 2013-12-31 | $22,255,205 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $19,550 |
| Total interest from all sources | 2013-12-31 | $41,168 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $930,036 |
| 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 | $930,036 |
| Administrative expenses professional fees incurred | 2013-12-31 | $19,550 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
| 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 | $1,842,855 |
| Participant contributions at end of year | 2013-12-31 | $1,064,362 |
| Participant contributions at beginning of year | 2013-12-31 | $812,540 |
| Participant contributions at end of year | 2013-12-31 | $75,094 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $326,156 |
| Other income not declared elsewhere | 2013-12-31 | $9,810 |
| Total non interest bearing cash at end of year | 2013-12-31 | $634 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $131,826 |
| 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 | $6,166,578 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $28,421,783 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,255,205 |
| 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 | $21,809,677 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $15,883,348 |
| Interest on participant loans | 2013-12-31 | $40,896 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,947,392 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,042,290 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,498,961 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,385,201 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,385,201 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $272 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,670,839 |
| 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 | $1,860,268 |
| Employer contributions (assets) at end of year | 2013-12-31 | $25,663 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,495,004 |
| 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 | ORTH, CHAKLER, MURNANE AND CO. |
| Accountancy firm EIN | 2013-12-31 | 650662923 |
| 2012 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING 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 | $5,377,135 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $707,457 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $697,811 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,218,434 |
| Value of total assets at end of year | 2012-12-31 | $22,255,205 |
| Value of total assets at beginning of year | 2012-12-31 | $17,585,527 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,646 |
| Total interest from all sources | 2012-12-31 | $35,713 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $476,514 |
| 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 | $476,514 |
| Administrative expenses professional fees incurred | 2012-12-31 | $9,646 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
| 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 | $1,568,694 |
| Participant contributions at end of year | 2012-12-31 | $812,540 |
| Participant contributions at beginning of year | 2012-12-31 | $773,017 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $59,238 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $26,239 |
| Total non interest bearing cash at end of year | 2012-12-31 | $131,826 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $663 |
| 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 | $4,669,678 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $22,255,205 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,585,527 |
| 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 | $15,883,348 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,596,503 |
| Interest on participant loans | 2012-12-31 | $35,501 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,042,290 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,158,706 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,385,201 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,932,886 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,932,886 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $212 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,646,474 |
| 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 | $1,623,501 |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $64,514 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $697,811 |
| 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 | ORTH, CHAKLER, MURNANE AND CO. |
| Accountancy firm EIN | 2012-12-31 | 650662923 |
| 2011 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $2,171,779 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $2,077,739 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,066,787 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,731,576 |
| Value of total assets at end of year | 2011-12-31 | $17,585,527 |
| Value of total assets at beginning of year | 2011-12-31 | $17,491,487 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,952 |
| Total interest from all sources | 2011-12-31 | $32,674 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $363,804 |
| 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 | $363,804 |
| Administrative expenses professional fees incurred | 2011-12-31 | $10,952 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| 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 | $1,325,202 |
| Participant contributions at end of year | 2011-12-31 | $773,017 |
| Participant contributions at beginning of year | 2011-12-31 | $714,793 |
| Participant contributions at end of year | 2011-12-31 | $59,238 |
| Participant contributions at beginning of year | 2011-12-31 | $51,099 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $76,220 |
| Total non interest bearing cash at end of year | 2011-12-31 | $663 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $5,940 |
| 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 | $94,040 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,585,527 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,491,487 |
| 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 | $12,596,503 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $14,203,288 |
| Interest on participant loans | 2011-12-31 | $32,468 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,158,706 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $614,628 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,932,886 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,833,450 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,833,450 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $206 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-906,530 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-49,745 |
| 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 | $1,330,154 |
| Employer contributions (assets) at end of year | 2011-12-31 | $64,514 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $68,289 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,066,787 |
| 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 | ORTH, CHAKLER, MURNANE AND CO. |
| Accountancy firm EIN | 2011-12-31 | 650662923 |
| 2010 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 | $4,194,462 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $884,244 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $877,492 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,474,897 |
| Value of total assets at end of year | 2010-12-31 | $17,491,487 |
| Value of total assets at beginning of year | 2010-12-31 | $14,181,269 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,752 |
| Total interest from all sources | 2010-12-31 | $38,929 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,082,630 |
| Participant contributions at end of year | 2010-12-31 | $714,793 |
| Participant contributions at beginning of year | 2010-12-31 | $750,895 |
| Participant contributions at end of year | 2010-12-31 | $51,099 |
| Participant contributions at beginning of year | 2010-12-31 | $32,099 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $82,957 |
| Other income not declared elsewhere | 2010-12-31 | $3,150 |
| Total non interest bearing cash at end of year | 2010-12-31 | $5,940 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $588 |
| 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 | $3,310,218 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,491,487 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,181,269 |
| 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 | $14,203,288 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,117,153 |
| Income. Interest from loans (other than to participants) | 2010-12-31 | $38,755 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $614,628 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $412,406 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,833,450 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,838,738 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,838,738 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $174 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,601,504 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $75,982 |
| 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 | $1,309,310 |
| Employer contributions (assets) at end of year | 2010-12-31 | $68,289 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $29,390 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $877,492 |
| Contract administrator fees | 2010-12-31 | $6,752 |
| 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 | ORTH, CHAKLER, MURNANE AND CO. |
| Accountancy firm EIN | 2010-12-31 | 650662923 |
| 2009 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
