401k Plan data: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN plan

UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN
Plan identification number	022

UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: UNITED TEXAS CREDIT UNION

Employer identification number (EIN): 741241284

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
022 2022-01-01 TAMMIE JOHNSON 2023-09-27
022 2021-01-01 TAMMIE JOHNSON 2022-10-17
022 2020-01-01 TAMMIE JOHNSON 2021-10-12
022 2019-01-01 TAMMIE JOHNSON 2020-10-13
022 2018-01-01 TAMMIE JOHNSON 2019-10-04
022 2017-01-01
022 2016-01-01 TAMMIE JOHNSON 2017-07-31
022 2015-01-01 TAMMIE JOHNSON 2016-07-15
022 2014-01-01 TAMMIE JOHNSON 2015-10-13
022 2013-01-01 TAMMINA JOHNSON 2014-05-07
022 2012-01-01 TAMMINA JOHNSON 2013-02-07
022 2011-01-01 TAMMINA JOHNSON 2012-06-14
022 2010-01-01 TAMMINA JOHNSON 2011-06-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
022	2022-01-01	TAMMIE JOHNSON	2023-09-27
022	2021-01-01	TAMMIE JOHNSON	2022-10-17
022	2020-01-01	TAMMIE JOHNSON	2021-10-12
022	2019-01-01	TAMMIE JOHNSON	2020-10-13
022	2018-01-01	TAMMIE JOHNSON	2019-10-04
022	2017-01-01
022	2016-01-01	TAMMIE JOHNSON	2017-07-31
022	2015-01-01	TAMMIE JOHNSON	2016-07-15
022	2014-01-01	TAMMIE JOHNSON	2015-10-13
022	2013-01-01	TAMMINA JOHNSON	2014-05-07
022	2012-01-01	TAMMINA JOHNSON	2013-02-07
022	2011-01-01	TAMMINA JOHNSON	2012-06-14
022	2010-01-01	TAMMINA JOHNSON	2011-06-27

Plan Statistics for UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

401k plan membership statisitcs for UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

Measure Date Value
2022: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 17,444,173
Acturial value of plan assets 2022-12-31 17,444,173
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 561,586
Number of terminated vested participants 2022-12-31 29
Fundng target for terminated vested participants 2022-12-31 1,734,064
Active participant vested funding target 2022-12-31 4,978,660
Number of active participants 2022-12-31 40
Total funding liabilities for active participants 2022-12-31 5,090,684
Total participant count 2022-12-31 76
Total funding target for all participants 2022-12-31 7,386,334
Balance at beginning of prior year after applicable adjustments 2022-12-31 7,380,870
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 7,380,870
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 8,131,504
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 621,158
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 16,434,066
Acturial value of plan assets 2021-12-31 16,434,066
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 619,698
Number of terminated vested participants 2021-12-31 25
Fundng target for terminated vested participants 2021-12-31 1,188,962
Active participant vested funding target 2021-12-31 5,295,071
Number of active participants 2021-12-31 46
Total funding liabilities for active participants 2021-12-31 5,483,349
Total participant count 2021-12-31 78
Total funding target for all participants 2021-12-31 7,292,009
Balance at beginning of prior year after applicable adjustments 2021-12-31 6,446,175
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 6,446,175
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 7,380,870
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 663,476
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 14,484,173
Acturial value of plan assets 2020-12-31 14,484,173
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 664,421
Number of terminated vested participants 2020-12-31 25
Fundng target for terminated vested participants 2020-12-31 958,303
Active participant vested funding target 2020-12-31 4,189,397
Number of active participants 2020-12-31 51
Total funding liabilities for active participants 2020-12-31 4,357,691
Total participant count 2020-12-31 84
Total funding target for all participants 2020-12-31 5,980,415
Balance at beginning of prior year after applicable adjustments 2020-12-31 5,514,264
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 5,514,264
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 6,446,175
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 597,810
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 12,438,968
Acturial value of plan assets 2019-12-31 12,438,968
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 672,978
Number of terminated vested participants 2019-12-31 23
Fundng target for terminated vested participants 2019-12-31 860,213
Active participant vested funding target 2019-12-31 2,961,626
Number of active participants 2019-12-31 50
Total funding liabilities for active participants 2019-12-31 3,470,744
Total participant count 2019-12-31 81
Total funding target for all participants 2019-12-31 5,003,935
Balance at beginning of prior year after applicable adjustments 2019-12-31 5,732,083
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 5,732,083
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 5,514,264
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 541,945
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 13,061,375
Acturial value of plan assets 2018-12-31 13,061,375
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 682,595
Number of terminated vested participants 2018-12-31 25
Fundng target for terminated vested participants 2018-12-31 834,236
Active participant vested funding target 2018-12-31 2,378,187
Number of active participants 2018-12-31 52
Total funding liabilities for active participants 2018-12-31 2,677,293
Total participant count 2018-12-31 84
Total funding target for all participants 2018-12-31 4,194,124
Balance at beginning of prior year after applicable adjustments 2018-12-31 5,123,879
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 5,123,879
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 5,732,083
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 439,127
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 11,727,359
Acturial value of plan assets 2017-12-31 11,727,359
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 582,668
Number of terminated vested participants 2017-12-31 22
Fundng target for terminated vested participants 2017-12-31 686,525
Active participant vested funding target 2017-12-31 1,933,671
Number of active participants 2017-12-31 53
Total funding liabilities for active participants 2017-12-31 2,115,830
Total participant count 2017-12-31 82
Total funding target for all participants 2017-12-31 3,385,023
Balance at beginning of prior year after applicable adjustments 2017-12-31 4,830,658
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 4,830,658
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 5,123,879
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 321,261
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 11,231,318
Acturial value of plan assets 2016-12-31 11,231,318
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 466,684
Number of terminated vested participants 2016-12-31 25
Fundng target for terminated vested participants 2016-12-31 780,051
Active participant vested funding target 2016-12-31 1,522,535
Number of active participants 2016-12-31 50
Total funding liabilities for active participants 2016-12-31 1,625,963
Total participant count 2016-12-31 81
Total funding target for all participants 2016-12-31 2,872,698
Balance at beginning of prior year after applicable adjustments 2016-12-31 4,816,209
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 4,816,209
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 4,830,658
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 294,860
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	17,444,173
Acturial value of plan assets	2022-12-31	17,444,173
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	561,586
Number of terminated vested participants	2022-12-31	29
Fundng target for terminated vested participants	2022-12-31	1,734,064
Active participant vested funding target	2022-12-31	4,978,660
Number of active participants	2022-12-31	40
Total funding liabilities for active participants	2022-12-31	5,090,684
Total participant count	2022-12-31	76
Total funding target for all participants	2022-12-31	7,386,334
Balance at beginning of prior year after applicable adjustments	2022-12-31	7,380,870
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	7,380,870
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	8,131,504
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	621,158
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	16,434,066
Acturial value of plan assets	2021-12-31	16,434,066
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	619,698
Number of terminated vested participants	2021-12-31	25
Fundng target for terminated vested participants	2021-12-31	1,188,962
Active participant vested funding target	2021-12-31	5,295,071
Number of active participants	2021-12-31	46
Total funding liabilities for active participants	2021-12-31	5,483,349
Total participant count	2021-12-31	78
Total funding target for all participants	2021-12-31	7,292,009
Balance at beginning of prior year after applicable adjustments	2021-12-31	6,446,175
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	6,446,175
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	7,380,870
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	663,476
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	14,484,173
Acturial value of plan assets	2020-12-31	14,484,173
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	664,421
Number of terminated vested participants	2020-12-31	25
Fundng target for terminated vested participants	2020-12-31	958,303
Active participant vested funding target	2020-12-31	4,189,397
Number of active participants	2020-12-31	51
Total funding liabilities for active participants	2020-12-31	4,357,691
Total participant count	2020-12-31	84
Total funding target for all participants	2020-12-31	5,980,415
Balance at beginning of prior year after applicable adjustments	2020-12-31	5,514,264
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	5,514,264
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	6,446,175
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	597,810
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	12,438,968
Acturial value of plan assets	2019-12-31	12,438,968
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	672,978
Number of terminated vested participants	2019-12-31	23
Fundng target for terminated vested participants	2019-12-31	860,213
Active participant vested funding target	2019-12-31	2,961,626
Number of active participants	2019-12-31	50
Total funding liabilities for active participants	2019-12-31	3,470,744
Total participant count	2019-12-31	81
Total funding target for all participants	2019-12-31	5,003,935
Balance at beginning of prior year after applicable adjustments	2019-12-31	5,732,083
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	5,732,083
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	5,514,264
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	541,945
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	13,061,375
Acturial value of plan assets	2018-12-31	13,061,375
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	682,595
Number of terminated vested participants	2018-12-31	25
Fundng target for terminated vested participants	2018-12-31	834,236
Active participant vested funding target	2018-12-31	2,378,187
Number of active participants	2018-12-31	52
Total funding liabilities for active participants	2018-12-31	2,677,293
Total participant count	2018-12-31	84
Total funding target for all participants	2018-12-31	4,194,124
Balance at beginning of prior year after applicable adjustments	2018-12-31	5,123,879
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	5,123,879
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	5,732,083
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	439,127
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	11,727,359
Acturial value of plan assets	2017-12-31	11,727,359
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	582,668
Number of terminated vested participants	2017-12-31	22
Fundng target for terminated vested participants	2017-12-31	686,525
Active participant vested funding target	2017-12-31	1,933,671
Number of active participants	2017-12-31	53
Total funding liabilities for active participants	2017-12-31	2,115,830
Total participant count	2017-12-31	82
Total funding target for all participants	2017-12-31	3,385,023
Balance at beginning of prior year after applicable adjustments	2017-12-31	4,830,658
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	4,830,658
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	5,123,879
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	321,261
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: UNITED SA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	11,231,318
Acturial value of plan assets	2016-12-31	11,231,318
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	466,684
Number of terminated vested participants	2016-12-31	25
Fundng target for terminated vested participants	2016-12-31	780,051
Active participant vested funding target	2016-12-31	1,522,535
Number of active participants	2016-12-31	50
Total funding liabilities for active participants	2016-12-31	1,625,963
Total participant count	2016-12-31	81
Total funding target for all participants	2016-12-31	2,872,698
Balance at beginning of prior year after applicable adjustments	2016-12-31	4,816,209
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	4,816,209
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	4,830,658
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	294,860
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	UNITED TEXAS CREDIT UNION
Employer identification number (EIN):	741241284
NAIC Classification:	522130
NAIC Description:	Credit Unions