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NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameNEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

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

Company Name:NEIGHBORHOOD CREDIT UNION
Employer identification number (EIN):750224670
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01RANI CRAFT
0022023-01-01
0022023-01-01RANI CRAFT
0022022-01-01
0022022-01-01RANI CRAFT
0022021-01-01
0022021-01-01RANI CRAFT
0022020-01-01
0022019-01-01
0022017-01-01RANI CRAFT
0022016-01-01RANI CRAFT
0022015-01-01RANI CRAFT
0022014-01-01RANI CRAFT
0022014-01-01RANI CRAFT
0022013-01-01RANI CRAFT
0022012-01-01RANI CRAFT
0022011-01-01RANI CRAFT
0022009-01-01RANI CRAFT RANI CRAFT2010-10-12

Plan Statistics for NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01236
Total number of active participants reported on line 7a of the Form 55002023-01-01180
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0142
Total of all active and inactive participants2023-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01224
Number of participants with account balances2023-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01179
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01174
Number of participants with account balances2022-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01234
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01220
Number of participants with account balances2021-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01236
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01229
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01184
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01237
Number of participants with account balances2019-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01199
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01156
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01184
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01148
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01147
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01140
Number of participants with account balances2014-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01153
Total number of active participants reported on line 7a of the Form 55002012-01-01109
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01132
Number of participants with account balances2012-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01153
Total number of active participants reported on line 7a of the Form 55002011-01-01118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01153
Number of participants with account balances2011-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-01113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01145
Number of participants with account balances2009-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,469,627
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$645,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$565,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,485,809
Value of total assets at end of year2023-12-31$21,502,997
Value of total assets at beginning of year2023-12-31$17,678,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$79,888
Total interest from all sources2023-12-31$70,168
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$554,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$554,023
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$912,199
Participant contributions at end of year2023-12-31$651,880
Participant contributions at beginning of year2023-12-31$577,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,824,101
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,502,997
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,678,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$17,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$19,220,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,305,753
Interest on participant loans2023-12-31$39,443
Interest earned on other investments2023-12-31$30,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,630,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,796,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,359,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$573,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$565,638
Contract administrator fees2023-12-31$53,773
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2023-12-31382492570
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,469,627
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$645,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$565,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,485,809
Value of total assets at end of year2023-01-01$21,502,997
Value of total assets at beginning of year2023-01-01$17,678,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$79,888
Total interest from all sources2023-01-01$70,168
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$554,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$554,023
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$9,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$912,199
Participant contributions at end of year2023-01-01$651,880
Participant contributions at beginning of year2023-01-01$577,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,824,101
Value of net assets at end of year (total assets less liabilities)2023-01-01$21,502,997
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$17,678,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$17,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$19,220,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$15,305,753
Interest on participant loans2023-01-01$39,443
Interest earned on other investments2023-01-01$30,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,630,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,796,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,359,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$573,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$565,638
Contract administrator fees2023-01-01$53,773
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DOEREN MAYHEW CPA
Accountancy firm EIN2023-01-01382492570
2022 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,472,059
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,636,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,561,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,479,597
Value of total assets at end of year2022-12-31$17,678,896
Value of total assets at beginning of year2022-12-31$20,787,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,556
Total interest from all sources2022-12-31$50,047
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$543,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$543,069
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$833,854
Participant contributions at end of year2022-12-31$577,122
Participant contributions at beginning of year2022-12-31$666,184
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$112,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,108,628
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,678,896
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,787,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,305,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,056,932
Interest on participant loans2022-12-31$28,807
Interest earned on other investments2022-12-31$21,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,796,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,064,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,544,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$533,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,561,013
Contract administrator fees2022-12-31$59,194
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2022-12-31382492570
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,472,059
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,636,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,561,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,479,597
Value of total assets at end of year2022-01-01$17,678,896
Value of total assets at beginning of year2022-01-01$20,787,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$75,556
Total interest from all sources2022-01-01$50,047
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$543,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$543,069
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$9,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$833,854
Participant contributions at end of year2022-01-01$577,122
Participant contributions at beginning of year2022-01-01$666,184
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$112,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,108,628
Value of net assets at end of year (total assets less liabilities)2022-01-01$17,678,896
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$20,787,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$16,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$15,305,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$19,056,932
Interest on participant loans2022-01-01$28,807
Interest earned on other investments2022-01-01$21,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,796,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,064,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,544,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$533,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,561,013
Contract administrator fees2022-01-01$59,194
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DOEREN MAYHEW CPA
Accountancy firm EIN2022-01-01382492570
2021 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,713,804
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$959,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$844,617
Value of total corrective distributions2021-12-31$16,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,174,220
Value of total assets at end of year2021-12-31$20,787,524
Value of total assets at beginning of year2021-12-31$18,033,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98,422
Total interest from all sources2021-12-31$50,459
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$439,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$439,212
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$738,517
Participant contributions at end of year2021-12-31$666,184
Participant contributions at beginning of year2021-12-31$635,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,753,956
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,787,524
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,033,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,056,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,001,919
Interest on participant loans2021-12-31$34,788
Interest earned on other investments2021-12-31$15,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,064,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,396,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,049,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$435,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$844,617
Contract administrator fees2021-12-31$79,200
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2021-12-31382492570
2020 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,194,469
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$559,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$481,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,215,796
Value of total assets at end of year2020-12-31$18,033,568
Value of total assets at beginning of year2020-12-31$15,398,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,490
Total interest from all sources2020-12-31$53,842
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$475,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$475,120
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$742,278
Participant contributions at end of year2020-12-31$635,314
Participant contributions at beginning of year2020-12-31$533,730
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,635,071
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,033,568
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,398,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,001,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,988,347
Interest on participant loans2020-12-31$31,589
Interest earned on other investments2020-12-31$22,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,396,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$876,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,449,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$468,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$481,908
Contract administrator fees2020-12-31$63,723
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2020-12-31382492570
2019 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,326,550
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$3,831,630
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,496,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,414,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,215,446
Value of total assets at end of year2019-12-31$15,398,497
Value of total assets at beginning of year2019-12-31$11,736,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,801
Total interest from all sources2019-12-31$44,126
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$326,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$326,863
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$733,637
Participant contributions at end of year2019-12-31$533,730
Participant contributions at beginning of year2019-12-31$439,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,334,950
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,398,497
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,736,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,988,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,502,874
Interest on participant loans2019-12-31$28,025
Interest earned on other investments2019-12-31$16,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$876,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$794,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,245,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$481,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,414,879
Contract administrator fees2019-12-31$67,584
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2019-12-31364745545
2018 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$359,437
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$527,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$459,430
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,090,667
Value of total assets at end of year2018-12-31$11,736,997
Value of total assets at beginning of year2018-12-31$11,904,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,703
Total interest from all sources2018-12-31$31,346
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$675,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$675,169
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$642,978
Participant contributions at end of year2018-12-31$439,260
Participant contributions at beginning of year2018-12-31$402,266
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-167,696
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,736,997
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,904,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,502,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,906,211
Interest on participant loans2018-12-31$20,779
Interest earned on other investments2018-12-31$10,567
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$794,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$596,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,437,745
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$440,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$459,430
Contract administrator fees2018-12-31$67,703
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2018-12-31364745545
2017 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,429,402
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$3,225,781
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,046,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$980,916
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,615,890
Value of total assets at end of year2017-12-31$11,904,693
Value of total assets at beginning of year2017-12-31$8,296,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,820
Total interest from all sources2017-12-31$22,553
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$387,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$387,473
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$605,598
Participant contributions at end of year2017-12-31$402,266
Participant contributions at beginning of year2017-12-31$448,551
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$579,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,179,045
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,904,693
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,296,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,906,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,532,246
Interest on participant loans2017-12-31$15,334
Interest earned on other investments2017-12-31$7,219
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$596,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$315,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,199,865
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$430,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$980,916
Contract administrator fees2017-12-31$65,820
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2017-12-31364745545
2016 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,617,608
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$332,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$286,946
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$897,248
Value of total assets at end of year2016-12-31$8,296,246
Value of total assets at beginning of year2016-12-31$7,010,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,186
Total interest from all sources2016-12-31$34,809
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$292,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$292,935
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$514,809
Participant contributions at end of year2016-12-31$448,551
Participant contributions at beginning of year2016-12-31$433,912
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,285,476
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,296,246
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,010,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,532,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,190,204
Interest on participant loans2016-12-31$30,178
Interest earned on other investments2016-12-31$4,631
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$315,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$386,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$392,616
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$377,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$286,946
Contract administrator fees2016-12-31$45,186
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOEREN MAYHEW CPA
Accountancy firm EIN2016-12-31382492570
2015 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$822,747
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$571,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$529,225
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$878,316
Value of total assets at end of year2015-12-31$7,010,770
Value of total assets at beginning of year2015-12-31$6,759,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,932
Total interest from all sources2015-12-31$23,244
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$332,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$332,951
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$429,709
Participant contributions at end of year2015-12-31$433,912
Participant contributions at beginning of year2015-12-31$443,887
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$149,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$251,590
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,010,770
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,759,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,190,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,996,217
Interest on participant loans2015-12-31$17,541
Interest earned on other investments2015-12-31$5,703
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$386,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$319,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-411,764
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$299,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$529,225
Contract administrator fees2015-12-31$41,932
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FERRIN & COMPANY, LLC
Accountancy firm EIN2015-12-31201414343
2014 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$578
Total income from all sources (including contributions)2014-12-31$1,049,772
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$530,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$501,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$655,754
Value of total assets at end of year2014-12-31$6,759,180
Value of total assets at beginning of year2014-12-31$6,240,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,178
Total interest from all sources2014-12-31$19,821
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$217,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$217,985
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$379,508
Participant contributions at end of year2014-12-31$443,887
Participant contributions at beginning of year2014-12-31$297,574
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$454
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$519,630
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,759,180
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,239,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,996,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,791,703
Interest on participant loans2014-12-31$16,633
Interest earned on other investments2014-12-31$3,188
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$148,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$319,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$156,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$268,904
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$501,964
Contract administrator fees2014-12-31$28,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FERRIN & COMPANY, LLC
Accountancy firm EIN2014-12-31201414343
2013 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$578
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$1,576,022
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$281,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$260,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$577,807
Value of total assets at end of year2013-12-31$6,240,128
Value of total assets at beginning of year2013-12-31$4,945,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,087
Total interest from all sources2013-12-31$12,552
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$62,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$62,274
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$328,472
Participant contributions at end of year2013-12-31$297,574
Participant contributions at beginning of year2013-12-31$250,232
Participant contributions at end of year2013-12-31$454
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$24,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$578
Administrative expenses (other) incurred2013-12-31$2,500
Total non interest bearing cash at beginning of year2013-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,294,048
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,239,550
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,945,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,791,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,528,238
Interest on participant loans2013-12-31$12,552
Value of interest in common/collective trusts at end of year2013-12-31$148,429
Value of interest in common/collective trusts at beginning of year2013-12-31$142,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$921,031
Net investment gain or loss from common/collective trusts2013-12-31$2,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$223,166
Employer contributions (assets) at end of year2013-12-31$1,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$260,887
Contract administrator fees2013-12-31$18,587
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FERRIN & COMPANY, LLC
Accountancy firm EIN2013-12-31201414343
2012 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,088,198
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$326,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$307,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$541,122
Value of total assets at end of year2012-12-31$4,945,502
Value of total assets at beginning of year2012-12-31$4,183,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,871
Total interest from all sources2012-12-31$10,335
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$71,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$71,397
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$303,288
Participant contributions at end of year2012-12-31$250,232
Participant contributions at beginning of year2012-12-31$221,544
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$24,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$693
Administrative expenses (other) incurred2012-12-31$3,625
Total non interest bearing cash at end of year2012-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$761,931
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,945,502
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,183,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,528,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,794,590
Interest on participant loans2012-12-31$10,335
Value of interest in common/collective trusts at end of year2012-12-31$142,468
Value of interest in common/collective trusts at beginning of year2012-12-31$166,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$462,046
Net investment gain or loss from common/collective trusts2012-12-31$3,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$213,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$307,396
Contract administrator fees2012-12-31$15,246
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$492,668
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$360,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$344,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$558,355
Value of total assets at end of year2011-12-31$4,183,571
Value of total assets at beginning of year2011-12-31$4,051,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,413
Total interest from all sources2011-12-31$12,930
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$63,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$63,521
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$302,291
Participant contributions at end of year2011-12-31$221,544
Participant contributions at beginning of year2011-12-31$319,130
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$44,976
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,072
Administrative expenses (other) incurred2011-12-31$2,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$132,320
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,183,571
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,051,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,794,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,607,154
Interest on participant loans2011-12-31$12,930
Value of interest in common/collective trusts at end of year2011-12-31$166,744
Value of interest in common/collective trusts at beginning of year2011-12-31$123,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-145,441
Net investment gain or loss from common/collective trusts2011-12-31$3,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$211,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$344,935
Contract administrator fees2011-12-31$13,288
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$859,695
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$304,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$288,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$506,812
Value of total assets at end of year2010-12-31$4,051,251
Value of total assets at beginning of year2010-12-31$3,495,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,473
Total interest from all sources2010-12-31$14,385
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$61,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$61,400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$295,221
Participant contributions at end of year2010-12-31$319,130
Participant contributions at beginning of year2010-12-31$241,512
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,072
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$658
Administrative expenses (other) incurred2010-12-31$3,600
Total non interest bearing cash at beginning of year2010-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$555,376
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,051,251
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,495,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,607,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,131,253
Interest on participant loans2010-12-31$14,385
Value of interest in common/collective trusts at end of year2010-12-31$123,895
Value of interest in common/collective trusts at beginning of year2010-12-31$122,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$273,903
Net investment gain or loss from common/collective trusts2010-12-31$3,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$194,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$288,846
Contract administrator fees2010-12-31$11,873
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FERRIN & COMPANY, LLC
Accountancy firm EIN2010-12-31201414343
2009 : NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST

2023: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEIGHBORHOOD CREDIT UNION 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0111-9
Policy instance 1
Insurance contract or identification number042-0111-9
Number of Individuals Covered224
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0111-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0111-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0111-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0111-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0111-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0111-9
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0111-9
Policy instance 1

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