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UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
Plan identification number 001

UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:UNIVERSITY FEDERAL CREDIT UNION
Employer identification number (EIN):741160132
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFF FLANAGAN
0012016-01-01JEFF FLANAGAN
0012015-01-01JEFF FLANAGAN JEFF FLANAGAN2016-10-12
0012014-01-01JEFF FLANAGAN JEFF FLANAGAN2015-10-09
0012013-01-01JEFF FLANAGAN JEFF FLANAGAN2014-10-07
0012012-01-01JEFF FLANAGAN JEFF FLANAGAN2013-10-10
0012011-01-01JEFF FLANAGAN
0012009-01-01JEFF FLANAGAN JEFF FLANAGAN2010-09-20

Plan Statistics for UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01893
Total number of active participants reported on line 7a of the Form 55002022-01-01807
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01141
Total of all active and inactive participants2022-01-01948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01951
Number of participants with account balances2022-01-01881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0135
2021: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01887
Total number of active participants reported on line 7a of the Form 55002021-01-01749
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01140
Total of all active and inactive participants2021-01-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01893
Number of participants with account balances2021-01-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01827
Total number of active participants reported on line 7a of the Form 55002020-01-01728
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01156
Total of all active and inactive participants2020-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01886
Number of participants with account balances2020-01-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01789
Total number of active participants reported on line 7a of the Form 55002019-01-01674
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01151
Total of all active and inactive participants2019-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01827
Number of participants with account balances2019-01-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0156
2018: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01790
Total number of active participants reported on line 7a of the Form 55002018-01-01659
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01129
Total of all active and inactive participants2018-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01789
Number of participants with account balances2018-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0152
2017: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01754
Total number of active participants reported on line 7a of the Form 55002017-01-01661
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01128
Total of all active and inactive participants2017-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01790
Number of participants with account balances2017-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0142
2016: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01684
Total number of active participants reported on line 7a of the Form 55002016-01-01628
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01125
Total of all active and inactive participants2016-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01754
Number of participants with account balances2016-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01641
Total number of active participants reported on line 7a of the Form 55002015-01-01553
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01130
Total of all active and inactive participants2015-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01684
Number of participants with account balances2015-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0136
2014: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01603
Total number of active participants reported on line 7a of the Form 55002014-01-01519
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01121
Total of all active and inactive participants2014-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01641
Number of participants with account balances2014-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01530
Total number of active participants reported on line 7a of the Form 55002013-01-01488
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01114
Total of all active and inactive participants2013-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01603
Number of participants with account balances2013-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0139
2012: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01475
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01530
Number of participants with account balances2012-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01453
Total number of active participants reported on line 7a of the Form 55002011-01-01389
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01475
Number of participants with account balances2011-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0158
2009: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01430
Total number of active participants reported on line 7a of the Form 55002009-01-01350
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01401
Number of participants with account balances2009-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0146

Financial Data on UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,209,681
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,690,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$88,585,240
Value of total assets at beginning of year2022-12-31$108,485,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,102
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,943,865
Administrative expenses professional fees incurred2022-12-31$67,102
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,604,047
Participant contributions at end of year2022-12-31$904,806
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$405,476
Total non interest bearing cash at beginning of year2022-12-31$347,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,554,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,561,091
Interest on participant loans2022-12-31$42,998
Value of interest in common/collective trusts at end of year2022-12-31$30,295,468
Value of interest in common/collective trusts at beginning of year2022-12-31$34,401,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,425,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,013,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,013,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,353,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,336,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,623,534
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOEREN MAYHEW
Accountancy firm EIN2022-12-31382492570
2021 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$25,641,279
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,669,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$108,485,557
Value of total assets at beginning of year2021-12-31$88,514,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,705
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,854,496
Administrative expenses professional fees incurred2021-12-31$65,705
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,435,755
Participant contributions at end of year2021-12-31$1,161,602
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$347,841
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,561,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,725,514
Interest on participant loans2021-12-31$60,560
Value of interest in common/collective trusts at end of year2021-12-31$34,401,483
Value of interest in common/collective trusts at beginning of year2021-12-31$21,745,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,013,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,190,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,199,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,604,228
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOEREN MAYHEW
Accountancy firm EIN2021-12-31382492570
2020 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$22,427,234
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,300,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$88,514,211
Value of total assets at beginning of year2020-12-31$71,386,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,055
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,148,415
Administrative expenses professional fees incurred2020-12-31$53,055
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,899,991
Participant contributions at end of year2020-12-31$1,331,860
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$521,008
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,725,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,522,146
Interest on participant loans2020-12-31$43,711
Value of interest in common/collective trusts at end of year2020-12-31$21,745,217
Value of interest in common/collective trusts at beginning of year2020-12-31$17,502,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,190,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,615,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,742,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,246,964
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DOEREN MAYHEW
Accountancy firm EIN2020-12-31382492570
2019 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,339,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$71,386,996
Value of total assets at beginning of year2019-12-31$54,387,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,211
Total interest from all sources2019-12-31$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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$44,211
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,160,858
Participant contributions at end of year2019-12-31$745,673
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$1,390
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,522,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,595,206
Interest on participant loans2019-12-31$41,362
Value of interest in common/collective trusts at end of year2019-12-31$17,502,322
Value of interest in common/collective trusts at beginning of year2019-12-31$12,584,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,615,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,377,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,150,832
Income. Dividends from common stock2019-12-31$2,232,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,295,562
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm EIN2019-12-31382492570
2018 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,575,535
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,532,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$54,387,550
Value of total assets at beginning of year2018-12-31$53,344,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,592
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$35,592
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,671,807
Participant contributions at end of year2018-12-31$825,907
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$4,511
Total non interest bearing cash at beginning of year2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$36,595,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,013,403
Interest on participant loans2018-12-31$32,660
Value of interest in common/collective trusts at end of year2018-12-31$12,584,624
Value of interest in common/collective trusts at beginning of year2018-12-31$12,092,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,377,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,299,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,780,480
Income. Dividends from preferred stock2018-12-31$2,481,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,496,983
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOEREN MAYHEW
Accountancy firm EIN2018-12-31382492570
2017 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,018,053
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,459,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$53,344,590
Value of total assets at beginning of year2017-12-31$41,785,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,196
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,915,918
Administrative expenses professional fees incurred2017-12-31$24,196
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,277,032
Participant contributions at end of year2017-12-31$630,761
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$307,831
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$37,013,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,979,294
Interest on participant loans2017-12-31$32,936
Value of interest in common/collective trusts at end of year2017-12-31$12,092,790
Value of interest in common/collective trusts at beginning of year2017-12-31$8,612,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,299,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,084,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 trusts2017-12-31$1,672,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,473,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,434,865
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOEREN MAYHEW
Accountancy firm EIN2017-12-31382492570
2016 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,747,566
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,480,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$41,785,598
Value of total assets at beginning of year2016-12-31$34,518,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,065
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,036,955
Administrative expenses professional fees incurred2016-12-31$20,065
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,921,681
Participant contributions at end of year2016-12-31$833,773
Participant contributions at beginning of year2016-12-31$1,153,064
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$275,954
Total non interest bearing cash at beginning of year2016-12-31$873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,979,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,591,799
Interest on participant loans2016-12-31$41,406
Value of interest in common/collective trusts at end of year2016-12-31$8,612,265
Value of interest in common/collective trusts at beginning of year2016-12-31$5,678,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,084,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,885,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 trusts2016-12-31$564,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,030,115
Employer contributions (assets) at beginning of year2016-12-31$109,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,460,363
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOEREN MAYHEW
Accountancy firm EIN2016-12-31382492570
2015 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,760
Total income from all sources (including contributions)2015-12-31$5,097,808
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,202,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$34,518,460
Value of total assets at beginning of year2015-12-31$31,630,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,809
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,565,594
Administrative expenses professional fees incurred2015-12-31$17,809
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,419,883
Participant contributions at end of year2015-12-31$1,153,064
Participant contributions at beginning of year2015-12-31$1,304,659
Participant contributions at end of year2015-12-31$99,389
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$873
Total non interest bearing cash at beginning of year2015-12-31$615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,591,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,753,158
Interest on participant loans2015-12-31$53,857
Value of interest in common/collective trusts at end of year2015-12-31$5,678,099
Value of interest in common/collective trusts at beginning of year2015-12-31$3,782,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,885,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,649,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,580,484
Employer contributions (assets) at end of year2015-12-31$109,646
Employer contributions (assets) at beginning of year2015-12-31$50,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,184,868
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$6,760
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOEREN MAYHEW
Accountancy firm EIN2015-12-31382492570
2014 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,487,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$31,630,089
Value of total assets at beginning of year2014-12-31$28,421,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,102
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,731,741
Administrative expenses professional fees incurred2014-12-31$19,102
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,058,354
Participant contributions at end of year2014-12-31$1,304,659
Participant contributions at beginning of year2014-12-31$1,064,362
Participant contributions at end of year2014-12-31$88,981
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$615
Total non interest bearing cash at beginning of year2014-12-31$634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,753,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,809,677
Interest on participant loans2014-12-31$48,832
Value of interest in common/collective trusts at end of year2014-12-31$3,782,554
Value of interest in common/collective trusts at beginning of year2014-12-31$2,947,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,649,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,498,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,124,204
Employer contributions (assets) at end of year2014-12-31$50,460
Employer contributions (assets) at beginning of year2014-12-31$25,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,468,664
Liabilities. Value of benefit claims payable at end of year2014-12-31$6,760
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ORTH, CHAKLER, MURNANE AN DCO.
Accountancy firm EIN2014-12-31650662923
2013 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,681,132
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,514,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$28,421,783
Value of total assets at beginning of year2013-12-31$22,255,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,550
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$930,036
Administrative expenses professional fees incurred2013-12-31$19,550
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,842,855
Participant contributions at end of year2013-12-31$1,064,362
Participant contributions at beginning of year2013-12-31$812,540
Participant contributions at end of year2013-12-31$75,094
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$326,156
Other income not declared elsewhere2013-12-31$9,810
Total non interest bearing cash at end of year2013-12-31$634
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,809,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,883,348
Interest on participant loans2013-12-31$40,896
Value of interest in common/collective trusts at end of year2013-12-31$2,947,392
Value of interest in common/collective trusts at beginning of year2013-12-31$2,042,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,498,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,385,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,860,268
Employer contributions (assets) at end of year2013-12-31$25,663
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,495,004
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ORTH, CHAKLER, MURNANE AND CO.
Accountancy firm EIN2013-12-31650662923
2012 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,377,135
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$707,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$22,255,205
Value of total assets at beginning of year2012-12-31$17,585,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,646
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$476,514
Administrative expenses professional fees incurred2012-12-31$9,646
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,568,694
Participant contributions at end of year2012-12-31$812,540
Participant contributions at beginning of year2012-12-31$773,017
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$131,826
Total non interest bearing cash at beginning of year2012-12-31$663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,883,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,596,503
Interest on participant loans2012-12-31$35,501
Value of interest in common/collective trusts at end of year2012-12-31$2,042,290
Value of interest in common/collective trusts at beginning of year2012-12-31$1,158,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,385,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,932,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,623,501
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$64,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$697,811
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ORTH, CHAKLER, MURNANE AND CO.
Accountancy firm EIN2012-12-31650662923
2011 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,171,779
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,077,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$17,585,527
Value of total assets at beginning of year2011-12-31$17,491,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,952
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$363,804
Administrative expenses professional fees incurred2011-12-31$10,952
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,325,202
Participant contributions at end of year2011-12-31$773,017
Participant contributions at beginning of year2011-12-31$714,793
Participant contributions at end of year2011-12-31$59,238
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$663
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,596,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,203,288
Interest on participant loans2011-12-31$32,468
Value of interest in common/collective trusts at end of year2011-12-31$1,158,706
Value of interest in common/collective trusts at beginning of year2011-12-31$614,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,932,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,833,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 trusts2011-12-31$-49,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,330,154
Employer contributions (assets) at end of year2011-12-31$64,514
Employer contributions (assets) at beginning of year2011-12-31$68,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,066,787
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ORTH, CHAKLER, MURNANE AND CO.
Accountancy firm EIN2011-12-31650662923
2010 : UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,194,462
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$884,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$17,491,487
Value of total assets at beginning of year2010-12-31$14,181,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,752
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,082,630
Participant contributions at end of year2010-12-31$714,793
Participant contributions at beginning of year2010-12-31$750,895
Participant contributions at end of year2010-12-31$51,099
Participant contributions at beginning of year2010-12-31$32,099
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$82,957
Other income not declared elsewhere2010-12-31$3,150
Total non interest bearing cash at end of year2010-12-31$5,940
Total non interest bearing cash at beginning of year2010-12-31$588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,203,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$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 year2010-12-31$614,628
Value of interest in common/collective trusts at beginning of year2010-12-31$412,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,833,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,838,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 trusts2010-12-31$75,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,309,310
Employer contributions (assets) at end of year2010-12-31$68,289
Employer contributions (assets) at beginning of year2010-12-31$29,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$877,492
Contract administrator fees2010-12-31$6,752
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ORTH, CHAKLER, MURNANE AND CO.
Accountancy firm EIN2010-12-31650662923
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 securities2009-12-31$0

Form 5500 Responses for UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN

2022: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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