AMPLIFY CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN
Measure | Date | Value |
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2022 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-612,210 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,206,542 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,202,618 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,803,712 |
Value of total assets at end of year | 2022-12-31 | $19,370,881 |
Value of total assets at beginning of year | 2022-12-31 | $23,189,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,924 |
Total interest from all sources | 2022-12-31 | $52,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,678,931 |
Participant contributions at end of year | 2022-12-31 | $319,715 |
Participant contributions at beginning of year | 2022-12-31 | $222,976 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $157,027 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,818,752 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,370,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $23,189,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $16,327,778 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $20,568,838 |
Interest on participant loans | 2022-12-31 | $9,205 |
Interest earned on other investments | 2022-12-31 | $43,008 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,723,388 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,397,819 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,468,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $967,754 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,202,618 |
Contract administrator fees | 2022-12-31 | $3,924 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2022-12-31 | 382492570 |
2021 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,915,077 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $935,502 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $930,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,265,127 |
Value of total assets at end of year | 2021-12-31 | $23,189,633 |
Value of total assets at beginning of year | 2021-12-31 | $19,210,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,167 |
Total interest from all sources | 2021-12-31 | $51,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,456,224 |
Participant contributions at end of year | 2021-12-31 | $222,976 |
Participant contributions at beginning of year | 2021-12-31 | $235,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $160,615 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,979,575 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,189,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,210,058 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $20,568,838 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $16,127,581 |
Interest on participant loans | 2021-12-31 | $9,245 |
Interest earned on other investments | 2021-12-31 | $42,613 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,397,819 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,847,241 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,598,092 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $648,288 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $930,335 |
Contract administrator fees | 2021-12-31 | $5,167 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2021-12-31 | 382492570 |
2020 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,119,193 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,831,543 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,822,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,686,545 |
Value of total assets at end of year | 2020-12-31 | $19,210,058 |
Value of total assets at beginning of year | 2020-12-31 | $18,922,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $8,636 |
Total interest from all sources | 2020-12-31 | $75,820 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $9,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,357,201 |
Participant contributions at end of year | 2020-12-31 | $235,236 |
Participant contributions at beginning of year | 2020-12-31 | $325,163 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $29,020 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $287,650 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,210,058 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,922,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $16,127,581 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $15,529,878 |
Interest on participant loans | 2020-12-31 | $12,745 |
Interest earned on other investments | 2020-12-31 | $63,075 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,847,241 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,067,367 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $2,356,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $300,324 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,822,907 |
Contract administrator fees | 2020-12-31 | $8,636 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2020-12-31 | 364745545 |
2019 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,805,307 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $633,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $623,412 |
Value of total corrective distributions | 2019-12-31 | $2,250 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,911,752 |
Value of total assets at end of year | 2019-12-31 | $18,922,408 |
Value of total assets at beginning of year | 2019-12-31 | $14,750,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,053 |
Total interest from all sources | 2019-12-31 | $59,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,308,871 |
Participant contributions at end of year | 2019-12-31 | $325,163 |
Participant contributions at beginning of year | 2019-12-31 | $289,020 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $100,742 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,171,592 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,922,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,750,816 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $8,053 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $15,529,878 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $12,441,123 |
Interest on participant loans | 2019-12-31 | $14,331 |
Interest earned on other investments | 2019-12-31 | $45,176 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,067,367 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,020,673 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,834,048 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $502,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $623,412 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2019-12-31 | 382492570 |
2018 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,166,133 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $787,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $781,443 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,735,362 |
Value of total assets at end of year | 2018-12-31 | $14,750,816 |
Value of total assets at beginning of year | 2018-12-31 | $14,372,383 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,257 |
Total interest from all sources | 2018-12-31 | $47,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,121,718 |
Participant contributions at end of year | 2018-12-31 | $289,020 |
Participant contributions at beginning of year | 2018-12-31 | $192,245 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $27,899 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $176,163 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $378,433 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,750,816 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,372,383 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $12,441,123 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $12,044,304 |
Interest on participant loans | 2018-12-31 | $10,817 |
Interest earned on other investments | 2018-12-31 | $36,889 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,020,673 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,107,935 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-616,935 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $437,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $781,443 |
Contract administrator fees | 2018-12-31 | $6,257 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2018-12-31 | 364745545 |
2017 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,483,237 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $455,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $445,792 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,535,588 |
Value of total assets at end of year | 2017-12-31 | $14,372,383 |
Value of total assets at beginning of year | 2017-12-31 | $11,344,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,740 |
Total interest from all sources | 2017-12-31 | $36,299 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $913,420 |
Participant contributions at end of year | 2017-12-31 | $192,245 |
Participant contributions at beginning of year | 2017-12-31 | $144,387 |
Participant contributions at end of year | 2017-12-31 | $27,899 |
Participant contributions at beginning of year | 2017-12-31 | $21,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $268,755 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,027,705 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,372,383 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,344,678 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $12,044,304 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $9,270,827 |
Interest on participant loans | 2017-12-31 | $5,390 |
Interest earned on other investments | 2017-12-31 | $30,909 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,107,935 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,905,533 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,911,350 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $353,413 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,320 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $445,792 |
Contract administrator fees | 2017-12-31 | $9,740 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2017-12-31 | 382492570 |
2016 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,916,113 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $864,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $855,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,064,323 |
Value of total assets at end of year | 2016-12-31 | $11,344,678 |
Value of total assets at beginning of year | 2016-12-31 | $10,293,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,545 |
Total interest from all sources | 2016-12-31 | $33,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $747,257 |
Participant contributions at end of year | 2016-12-31 | $144,387 |
Participant contributions at beginning of year | 2016-12-31 | $174,828 |
Participant contributions at end of year | 2016-12-31 | $21,611 |
Participant contributions at beginning of year | 2016-12-31 | $22,295 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $11,915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,051,303 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,344,678 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,293,375 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $9,270,827 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $8,472,671 |
Interest on participant loans | 2016-12-31 | $5,306 |
Interest earned on other investments | 2016-12-31 | $27,987 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,905,533 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,613,648 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $818,497 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $305,151 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,320 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $9,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $855,265 |
Contract administrator fees | 2016-12-31 | $9,545 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2016-12-31 | 382492570 |
2015 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $949,632 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $830,696 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $824,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,023,169 |
Value of total assets at end of year | 2015-12-31 | $10,293,375 |
Value of total assets at beginning of year | 2015-12-31 | $10,174,439 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,399 |
Total interest from all sources | 2015-12-31 | $35,527 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $719,664 |
Participant contributions at end of year | 2015-12-31 | $174,828 |
Participant contributions at beginning of year | 2015-12-31 | $171,030 |
Participant contributions at end of year | 2015-12-31 | $22,295 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $14,905 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $118,936 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,293,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,174,439 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $8,472,671 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $8,315,944 |
Interest on participant loans | 2015-12-31 | $5,390 |
Interest earned on other investments | 2015-12-31 | $30,137 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,613,648 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,687,465 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-109,064 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $288,600 |
Employer contributions (assets) at end of year | 2015-12-31 | $9,933 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $824,297 |
Contract administrator fees | 2015-12-31 | $6,399 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DOREN MAYHEW |
Accountancy firm EIN | 2015-12-31 | 382492570 |
2014 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,651,564 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $848,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $842,552 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,049,727 |
Value of total assets at end of year | 2014-12-31 | $10,174,439 |
Value of total assets at beginning of year | 2014-12-31 | $9,371,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,997 |
Total interest from all sources | 2014-12-31 | $36,451 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $628,645 |
Participant contributions at end of year | 2014-12-31 | $171,030 |
Participant contributions at beginning of year | 2014-12-31 | $106,887 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $170,671 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $803,015 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,174,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,371,424 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $8,315,944 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $7,481,958 |
Interest on participant loans | 2014-12-31 | $3,219 |
Interest earned on other investments | 2014-12-31 | $33,232 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,687,465 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,782,579 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $565,386 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $250,411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $842,552 |
Contract administrator fees | 2014-12-31 | $5,997 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2014-12-31 | 382492570 |
2013 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,486,866 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $583,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $574,503 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $891,552 |
Value of total assets at end of year | 2013-12-31 | $9,371,424 |
Value of total assets at beginning of year | 2013-12-31 | $7,467,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,876 |
Total interest from all sources | 2013-12-31 | $38,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $635,943 |
Participant contributions at end of year | 2013-12-31 | $106,887 |
Participant contributions at beginning of year | 2013-12-31 | $112,340 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,903,487 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,371,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,467,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $7,481,958 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $5,697,882 |
Interest on participant loans | 2013-12-31 | $3,737 |
Interest earned on other investments | 2013-12-31 | $34,572 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,782,579 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,657,715 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,557,005 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $255,609 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $574,503 |
Contract administrator fees | 2013-12-31 | $8,876 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2013-12-31 | 382492570 |
2012 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,726,004 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $346,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $336,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $956,557 |
Value of total assets at end of year | 2012-12-31 | $7,467,937 |
Value of total assets at beginning of year | 2012-12-31 | $6,087,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,415 |
Total interest from all sources | 2012-12-31 | $35,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $596,851 |
Participant contributions at end of year | 2012-12-31 | $112,340 |
Participant contributions at beginning of year | 2012-12-31 | $89,568 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $108,994 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,379,951 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,467,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,087,986 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $5,697,882 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,518,111 |
Interest on participant loans | 2012-12-31 | $2,347 |
Interest earned on other investments | 2012-12-31 | $33,031 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,657,715 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,480,307 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $734,069 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $250,712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $336,638 |
Contract administrator fees | 2012-12-31 | $9,415 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2012-12-31 | 382492570 |
2011 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $686,528 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $353,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $344,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $737,865 |
Value of total assets at end of year | 2011-12-31 | $6,087,986 |
Value of total assets at beginning of year | 2011-12-31 | $5,755,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,043 |
Total interest from all sources | 2011-12-31 | $38,465 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $532,522 |
Participant contributions at end of year | 2011-12-31 | $89,568 |
Participant contributions at beginning of year | 2011-12-31 | $123,924 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $332,973 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,087,986 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,755,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $4,518,111 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $4,330,386 |
Interest on participant loans | 2011-12-31 | $4,334 |
Interest earned on other investments | 2011-12-31 | $34,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,480,307 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,300,703 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-89,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $205,343 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $344,512 |
Contract administrator fees | 2011-12-31 | $9,043 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2011-12-31 | 382492570 |
2010 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,297,760 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $382,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $375,994 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $685,040 |
Value of total assets at end of year | 2010-12-31 | $5,755,013 |
Value of total assets at beginning of year | 2010-12-31 | $4,840,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,778 |
Total interest from all sources | 2010-12-31 | $39,062 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $476,281 |
Participant contributions at end of year | 2010-12-31 | $123,924 |
Participant contributions at beginning of year | 2010-12-31 | $96,197 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $10,119 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $914,988 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,755,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,840,025 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $4,330,386 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,538,333 |
Interest on participant loans | 2010-12-31 | $4,628 |
Interest earned on other investments | 2010-12-31 | $34,434 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,300,703 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,205,495 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $573,658 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $198,640 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $375,994 |
Contract administrator fees | 2010-12-31 | $6,778 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2010-12-31 | 382492570 |
2009 : AMPLIFY FEDERAL CREDIT UNION 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |