401k Plan data: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN plan

THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN
Plan identification number	002

THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: TEXANS CREDIT UNION

Employer identification number (EIN): 750992590

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 JENNIFER SHORT
002 2016-01-01 TAMMIE HUFFSTETLER
002 2015-01-01 TAMMIE HUFFSTETLER
002 2014-01-01 TAMMIE HUFFSTETLER
002 2013-01-01 KATHRYN VINES
002 2012-01-01 KATHRYN VINES
002 2011-01-01 KATHRYN VINES
002 2009-01-01 KATHRYN VINES

Plan Statistics for THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN

Measure Date Value
2022: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 255
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 101
Total of all active and inactive participants 2022-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 356
Number of participants with account balances 2022-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 357
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 241
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 99
Total of all active and inactive participants 2021-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 340
Number of participants with account balances 2021-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 249
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 107
Total of all active and inactive participants 2020-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 358
Number of participants with account balances 2020-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 238
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 104
Total of all active and inactive participants 2019-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 342
Number of participants with account balances 2019-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 239
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 99
Total of all active and inactive participants 2018-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 338
Number of participants with account balances 2018-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 247
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 149
Total of all active and inactive participants 2017-01-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 398
Number of participants with account balances 2017-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 252
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 145
Total of all active and inactive participants 2016-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 397
Number of participants with account balances 2016-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 263
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 135
Total of all active and inactive participants 2015-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 398
Number of participants with account balances 2015-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 246
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 156
Total of all active and inactive participants 2014-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 402
Number of participants with account balances 2014-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 263
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 163
Total of all active and inactive participants 2013-01-01 426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 426
Number of participants with account balances 2013-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 245
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 161
Total of all active and inactive participants 2012-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 406
Number of participants with account balances 2012-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 16
2011: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 582
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 208
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 227
Total of all active and inactive participants 2011-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 435
Number of participants with account balances 2011-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 99
2009: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 785
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 466
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 278
Total of all active and inactive participants 2009-01-01 744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 744
Number of participants with account balances 2009-01-01 708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 65

Measure	Date	Value
2022: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	255
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	101
Total of all active and inactive participants	2022-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	356
Number of participants with account balances	2022-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	357
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	241
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	99
Total of all active and inactive participants	2021-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	340
Number of participants with account balances	2021-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	249
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	107
Total of all active and inactive participants	2020-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	358
Number of participants with account balances	2020-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	238
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	104
Total of all active and inactive participants	2019-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	342
Number of participants with account balances	2019-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	239
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	99
Total of all active and inactive participants	2018-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	338
Number of participants with account balances	2018-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	247
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	149
Total of all active and inactive participants	2017-01-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	398
Number of participants with account balances	2017-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	252
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	145
Total of all active and inactive participants	2016-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	397
Number of participants with account balances	2016-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	263
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	135
Total of all active and inactive participants	2015-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	398
Number of participants with account balances	2015-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	246
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	156
Total of all active and inactive participants	2014-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	402
Number of participants with account balances	2014-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	263
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	163
Total of all active and inactive participants	2013-01-01	426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	426
Number of participants with account balances	2013-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	245
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	161
Total of all active and inactive participants	2012-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	406
Number of participants with account balances	2012-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	16
2011: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	582
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	208
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	227
Total of all active and inactive participants	2011-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	435
Number of participants with account balances	2011-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	99
2009: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	785
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	466
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	278
Total of all active and inactive participants	2009-01-01	744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	744
Number of participants with account balances	2009-01-01	708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	65

Financial Data on THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,620,837
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,828,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,781,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,783,579
Value of total assets at end of year	2022-12-31	$18,176,239
Value of total assets at beginning of year	2022-12-31	$22,625,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,492
Total interest from all sources	2022-12-31	$11,291
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$177,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$177,073
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$908,248
Participant contributions at end of year	2022-12-31	$239,761
Participant contributions at beginning of year	2022-12-31	$225,612
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$272,114
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$3,099
Other income not declared elsewhere	2022-12-31	$97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,449,099
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,176,239
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,625,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,871,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,698,579
Interest on participant loans	2022-12-31	$11,291
Value of interest in common/collective trusts at end of year	2022-12-31	$8,064,886
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,701,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,379,470
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,213,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$603,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,778,671
Contract administrator fees	2022-12-31	$46,492
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,639,215
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,420,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,362,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,180,477
Value of total assets at end of year	2021-12-31	$22,625,338
Value of total assets at beginning of year	2021-12-31	$19,406,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,070
Total interest from all sources	2021-12-31	$10,880
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$227,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$227,725
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$829,653
Participant contributions at end of year	2021-12-31	$225,612
Participant contributions at beginning of year	2021-12-31	$241,290
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$828,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,218,697
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,625,338
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,406,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,698,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,412,724
Interest on participant loans	2021-12-31	$10,880
Value of interest in common/collective trusts at end of year	2021-12-31	$8,701,147
Value of interest in common/collective trusts at beginning of year	2021-12-31	$6,752,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,529,492
Net investment gain or loss from common/collective trusts	2021-12-31	$690,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$522,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,362,448
Contract administrator fees	2021-12-31	$58,070
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY
Accountancy firm EIN	2021-12-31	390859910
2020 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,778,229
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$912,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$862,404
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,838,255
Value of total assets at end of year	2020-12-31	$19,406,641
Value of total assets at beginning of year	2020-12-31	$15,540,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$49,647
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$13,852
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$127,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$127,687
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$728,897
Participant contributions at end of year	2020-12-31	$241,290
Participant contributions at beginning of year	2020-12-31	$263,486
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$645,628
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$18
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,866,178
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,406,641
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,540,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,412,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,397,329
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,732,496
Interest on participant loans	2020-12-31	$13,852
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$6,752,627
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,147,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,916,303
Net investment gain/loss from pooled separate accounts	2020-12-31	$251,076
Net investment gain or loss from common/collective trusts	2020-12-31	$631,038
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$463,730
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$862,404
Contract administrator fees	2020-12-31	$49,647
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAKER TILLY
Accountancy firm EIN	2020-12-31	390859910
2019 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,425,401
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$847,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$803,316
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,562,063
Value of total assets at end of year	2019-12-31	$15,540,463
Value of total assets at beginning of year	2019-12-31	$11,962,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$44,051
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$15,291
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$101,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$101,139
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$723,569
Participant contributions at end of year	2019-12-31	$263,486
Participant contributions at beginning of year	2019-12-31	$288,509
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$407,876
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$110
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,578,034
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,540,463
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,962,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,397,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,583,670
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,732,496
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,071,885
Interest on participant loans	2019-12-31	$15,291
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$4,147,152
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,018,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,636,019
Net investment gain/loss from pooled separate accounts	2019-12-31	$619,418
Net investment gain or loss from common/collective trusts	2019-12-31	$491,361
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$430,618
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$803,316
Contract administrator fees	2019-12-31	$44,051
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
2018 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,098,556
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,174,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,158,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,411,340
Value of total assets at end of year	2017-12-31	$12,084,514
Value of total assets at beginning of year	2017-12-31	$10,160,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,208
Total interest from all sources	2017-12-31	$12,638
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,022,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,022,974
Administrative expenses professional fees incurred	2017-12-31	$16,208
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$696,545
Participant contributions at end of year	2017-12-31	$253,640
Participant contributions at beginning of year	2017-12-31	$285,806
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$22,510
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$371,892
Other income not declared elsewhere	2017-12-31	$5,032
Total non interest bearing cash at end of year	2017-12-31	$41,315
Total non interest bearing cash at beginning of year	2017-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,924,176
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,084,514
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,160,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,822,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,886,620
Interest on participant loans	2017-12-31	$12,638
Value of interest in common/collective trusts at end of year	2017-12-31	$966,821
Value of interest in common/collective trusts at beginning of year	2017-12-31	$952,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$627,763
Net investment gain or loss from common/collective trusts	2017-12-31	$18,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$342,903
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$12,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,158,172
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN	2017-12-31	752919818
2016 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,733,464
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$765,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$749,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$993,288
Value of total assets at end of year	2016-12-31	$10,160,338
Value of total assets at beginning of year	2016-12-31	$9,192,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,644
Total interest from all sources	2016-12-31	$16,145
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$308,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$308,741
Administrative expenses professional fees incurred	2016-12-31	$15,644
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$585,673
Participant contributions at end of year	2016-12-31	$285,806
Participant contributions at beginning of year	2016-12-31	$296,631
Participant contributions at end of year	2016-12-31	$22,510
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$87,526
Total non interest bearing cash at end of year	2016-12-31	$250
Total non interest bearing cash at beginning of year	2016-12-31	$31,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$967,916
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,160,338
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,192,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,886,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,942,359
Interest on participant loans	2016-12-31	$11,943
Value of interest in common/collective trusts at end of year	2016-12-31	$952,724
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$921,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$921,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$4,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$415,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$320,089
Employer contributions (assets) at end of year	2016-12-31	$12,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$749,904
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN	2016-12-31	752919818
2015 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$907,927
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,314,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,298,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$925,572
Value of total assets at end of year	2015-12-31	$9,192,422
Value of total assets at beginning of year	2015-12-31	$9,598,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,836
Total interest from all sources	2015-12-31	$11,617
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$435,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$435,084
Administrative expenses professional fees incurred	2015-12-31	$15,836
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$576,538
Participant contributions at end of year	2015-12-31	$296,631
Participant contributions at beginning of year	2015-12-31	$274,103
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$88,002
Total non interest bearing cash at end of year	2015-12-31	$31,616
Total non interest bearing cash at beginning of year	2015-12-31	$348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-406,192
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,192,422
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,598,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,942,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,509,972
Interest on participant loans	2015-12-31	$11,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$921,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$814,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$814,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-464,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$261,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,298,283
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN	2015-12-31	752919818
2014 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,409,973
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,800,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,785,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$820,334
Value of total assets at end of year	2014-12-31	$9,598,614
Value of total assets at beginning of year	2014-12-31	$9,989,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,780
Total interest from all sources	2014-12-31	$10,644
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$542,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$542,188
Administrative expenses professional fees incurred	2014-12-31	$14,780
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$534,698
Participant contributions at end of year	2014-12-31	$274,103
Participant contributions at beginning of year	2014-12-31	$252,219
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$64,318
Total non interest bearing cash at end of year	2014-12-31	$348
Total non interest bearing cash at beginning of year	2014-12-31	$416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-390,727
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,598,614
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,989,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,509,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,799,828
Interest on participant loans	2014-12-31	$10,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$814,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$936,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$936,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$85
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$36,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$221,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,785,920
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN	2014-12-31	752919818
2013 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,026
Total income from all sources (including contributions)	2013-12-31	$2,428,375
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,988,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,960,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$942,148
Value of total assets at end of year	2013-12-31	$9,989,341
Value of total assets at beginning of year	2013-12-31	$9,555,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$28,171
Total interest from all sources	2013-12-31	$12,399
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$391,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$391,051
Administrative expenses professional fees incurred	2013-12-31	$28,171
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$502,250
Participant contributions at end of year	2013-12-31	$252,219
Participant contributions at beginning of year	2013-12-31	$327,692
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$225,116
Other income not declared elsewhere	2013-12-31	$14,711
Total non interest bearing cash at end of year	2013-12-31	$416
Total non interest bearing cash at beginning of year	2013-12-31	$1,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$440,043
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,989,341
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,549,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,799,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,823,723
Interest on participant loans	2013-12-31	$12,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$936,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,402,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,402,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,068,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$214,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,960,161
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$6,026
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN	2013-12-31	752919818
2012 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$6,026
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	$1,452,481
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,939,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,919,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$387,841
Value of total assets at end of year	2012-12-31	$9,555,324
Value of total assets at beginning of year	2012-12-31	$11,036,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,199
Total interest from all sources	2012-12-31	$16,644
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$189,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$189,147
Administrative expenses professional fees incurred	2012-12-31	$20,199
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$367,949
Participant contributions at end of year	2012-12-31	$327,692
Participant contributions at beginning of year	2012-12-31	$566,454
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$19,892
Total non interest bearing cash at end of year	2012-12-31	$1,108
Total non interest bearing cash at beginning of year	2012-12-31	$4,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-1,486,745
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,549,298
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,036,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,823,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,542,874
Interest on participant loans	2012-12-31	$16,644
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,922,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,402,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$848,308
Net investment gain or loss from common/collective trusts	2012-12-31	$10,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,919,027
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$6,026
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CORNWELL JACKSON ADVISORS, PLLC
Accountancy firm EIN	2012-12-31	274461251
2011 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$802,688
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$7,152,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,121,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$849,805
Value of total assets at end of year	2011-12-31	$11,036,043
Value of total assets at beginning of year	2011-12-31	$17,385,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30,534
Total interest from all sources	2011-12-31	$37,611
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$262,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$262,290
Administrative expenses professional fees incurred	2011-12-31	$30,534
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$756,593
Participant contributions at end of year	2011-12-31	$566,454
Participant contributions at beginning of year	2011-12-31	$1,077,649
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,102
Other income not declared elsewhere	2011-12-31	$6,600
Total non interest bearing cash at end of year	2011-12-31	$4,663
Total non interest bearing cash at beginning of year	2011-12-31	$5,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-6,349,683
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,036,043
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,385,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,542,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,431,501
Interest on participant loans	2011-12-31	$37,611
Value of interest in common/collective trusts at end of year	2011-12-31	$1,922,052
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,870,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-436,296
Net investment gain or loss from common/collective trusts	2011-12-31	$82,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$69,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,121,837
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CORNWELL JACKSON ADVISORS, PLLC
Accountancy firm EIN	2011-12-31	274461251
2010 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,348,871
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,746,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,701,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,592,304
Value of total assets at end of year	2010-12-31	$17,385,726
Value of total assets at beginning of year	2010-12-31	$15,783,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$44,496
Total interest from all sources	2010-12-31	$42,311
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$44,496
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,252,008
Participant contributions at end of year	2010-12-31	$1,077,649
Participant contributions at beginning of year	2010-12-31	$669,983
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$30,717
Other income not declared elsewhere	2010-12-31	$6,374
Total non interest bearing cash at end of year	2010-12-31	$5,818
Total non interest bearing cash at beginning of year	2010-12-31	$3,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,602,632
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,385,726
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,783,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,431,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$13,009,089
Interest on participant loans	2010-12-31	$42,311
Value of interest in common/collective trusts at end of year	2010-12-31	$1,870,758
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,099,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,661,872
Net investment gain or loss from common/collective trusts	2010-12-31	$46,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$309,579
Employer contributions (assets) at beginning of year	2010-12-31	$734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,701,743
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CORNWELL JACKSON & COMPANY P.C.
Accountancy firm EIN	2010-12-31	751794855
2009 : THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN

2022: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE TEXANS CREDIT UNION 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531159

Policy instance

Insurance contract or identification number	531159
Number of Individuals Covered	340
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531159

Policy instance

Insurance contract or identification number	531159
Number of Individuals Covered	358
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531159

Policy instance

Insurance contract or identification number	531159
Number of Individuals Covered	342
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531159

Policy instance

Insurance contract or identification number	531159
Number of Individuals Covered	338
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TEXANS CREDIT UNION
Employer identification number (EIN):	750992590
NAIC Classification:	522130
NAIC Description:	Credit Unions