401k Plan data: DEL NORTE CREDIT UNION 401(K) PLAN plan

DEL NORTE CREDIT UNION 401(K) PLAN 401k Plan overview

Plan Name	DEL NORTE CREDIT UNION 401(K) PLAN
Plan identification number	001

DEL NORTE CREDIT UNION 401(K) 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.

401k Sponsoring company profile

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

Company Name: DEL NORTE CREDIT UNION

Employer identification number (EIN): 850124035

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEL NORTE CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DEBRA CHAVEZ
001 2013-01-01 DEBRA CHAVEZ
001 2012-01-01 DEBRA L. CHAVEZ
001 2011-01-01 DEBRA CHAVEZ
001 2009-01-01 DEBRA CHAVEZ

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	DEBRA CHAVEZ
001	2013-01-01	DEBRA CHAVEZ
001	2012-01-01	DEBRA L. CHAVEZ
001	2011-01-01	DEBRA CHAVEZ
001	2009-01-01	DEBRA CHAVEZ

Plan Statistics for DEL NORTE CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for DEL NORTE CREDIT UNION 401(K) PLAN

Measure Date Value
2014: DEL NORTE CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: DEL NORTE CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 101
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 30
Total of all active and inactive participants 2013-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 131
Number of participants with account balances 2013-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: DEL NORTE CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 101
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 26
Total of all active and inactive participants 2012-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 127
Number of participants with account balances 2012-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: DEL NORTE CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 110
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 22
Total of all active and inactive participants 2011-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 132
Number of participants with account balances 2011-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2009: DEL NORTE CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 114
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 15
Total of all active and inactive participants 2009-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 129
Number of participants with account balances 2009-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2014: DEL NORTE CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: DEL NORTE CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	101
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	30
Total of all active and inactive participants	2013-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	131
Number of participants with account balances	2013-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: DEL NORTE CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	101
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	26
Total of all active and inactive participants	2012-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	127
Number of participants with account balances	2012-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: DEL NORTE CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	110
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	22
Total of all active and inactive participants	2011-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	132
Number of participants with account balances	2011-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2009: DEL NORTE CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	114
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	15
Total of all active and inactive participants	2009-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	129
Number of participants with account balances	2009-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on DEL NORTE CREDIT UNION 401(K) PLAN

Measure	Date	Value
2014 : DEL NORTE CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$6,465,999
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	$903,079
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$197,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$192,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$696,089
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$5,760,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,590
Total interest from all sources	2014-12-31	$14,391
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$12,061
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	$12,061
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$338,840
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$266,836
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,137
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	$705,418
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,760,581
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,895,419
Interest on participant loans	2014-12-31	$10,021
Interest earned on other investments	2014-12-31	$4,370
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,152,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,445,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,445,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$101,568
Net investment gain or loss from common/collective trusts	2014-12-31	$78,970
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	$343,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$192,071
Contract administrator fees	2014-12-31	$5,590
Did the plan have assets held for investment	2014-12-31	No
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	Yes
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	NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN	2014-12-31	591906466
2013 : DEL NORTE CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,528,694
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,018,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$992,198
Expenses. Certain deemed distributions of participant loans	2013-12-31	$22,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$775,918
Value of total assets at end of year	2013-12-31	$5,760,581
Value of total assets at beginning of year	2013-12-31	$5,250,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,075
Total interest from all sources	2013-12-31	$11,789
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$171,386
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	$171,386
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$337,171
Participant contributions at end of year	2013-12-31	$266,836
Participant contributions at beginning of year	2013-12-31	$279,300
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$71,637
Administrative expenses (other) incurred	2013-12-31	$4,075
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	$510,110
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,760,581
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,250,471
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	$2,895,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,739,763
Interest on participant loans	2013-12-31	$11,770
Value of interest in common/collective trusts at end of year	2013-12-31	$1,152,647
Value of interest in common/collective trusts at beginning of year	2013-12-31	$886,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,445,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,344,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,344,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$398,430
Net investment gain or loss from common/collective trusts	2013-12-31	$171,171
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	$367,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$992,198
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	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2013-12-31	591906466
2012 : DEL NORTE CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,139,032
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$627,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$621,512
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$726,838
Value of total assets at end of year	2012-12-31	$5,250,471
Value of total assets at beginning of year	2012-12-31	$4,739,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,075
Total interest from all sources	2012-12-31	$12,480
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$89,441
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	$89,441
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$341,015
Participant contributions at end of year	2012-12-31	$279,300
Participant contributions at beginning of year	2012-12-31	$286,965
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,687
Administrative expenses (other) incurred	2012-12-31	$5,075
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	$511,409
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,250,471
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,739,062
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	$2,739,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,326,890
Interest on participant loans	2012-12-31	$12,480
Value of interest in common/collective trusts at end of year	2012-12-31	$886,883
Value of interest in common/collective trusts at beginning of year	2012-12-31	$818,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,344,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,306,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,306,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$222,666
Net investment gain or loss from common/collective trusts	2012-12-31	$87,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$384,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$621,512
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	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2012-12-31	591906466
2011 : DEL NORTE CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$607,410
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$331,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$326,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$704,361
Value of total assets at end of year	2011-12-31	$4,739,062
Value of total assets at beginning of year	2011-12-31	$4,463,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,825
Total interest from all sources	2011-12-31	$12,405
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$69,247
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	$69,247
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$350,934
Participant contributions at end of year	2011-12-31	$286,965
Participant contributions at beginning of year	2011-12-31	$251,222
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$11,600
Other income not declared elsewhere	2011-12-31	$500
Administrative expenses (other) incurred	2011-12-31	$4,825
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	$275,722
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,739,062
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,463,340
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	$2,326,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,486,935
Interest on participant loans	2011-12-31	$12,405
Value of interest in common/collective trusts at end of year	2011-12-31	$818,673
Value of interest in common/collective trusts at beginning of year	2011-12-31	$797,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,306,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$927,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$927,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-184,283
Net investment gain or loss from common/collective trusts	2011-12-31	$5,180
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	$341,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$326,863
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	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2011-12-31	591906466
2010 : DEL NORTE CREDIT UNION 401(K) 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	$1,178,859
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$135,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$130,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$758,248
Value of total assets at end of year	2010-12-31	$4,463,340
Value of total assets at beginning of year	2010-12-31	$3,420,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,950
Total interest from all sources	2010-12-31	$9,083
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$38,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$38,402
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$343,000
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	$356,556
Participant contributions at end of year	2010-12-31	$251,222
Participant contributions at beginning of year	2010-12-31	$171,758
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,867
Other income not declared elsewhere	2010-12-31	$345
Administrative expenses (other) incurred	2010-12-31	$4,950
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	$1,043,270
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,463,340
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,420,070
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	$2,486,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,733,275
Interest on participant loans	2010-12-31	$9,083
Value of interest in common/collective trusts at end of year	2010-12-31	$797,314
Value of interest in common/collective trusts at beginning of year	2010-12-31	$666,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$927,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$848,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$848,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$283,858
Net investment gain or loss from common/collective trusts	2010-12-31	$88,923
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	$398,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$130,639
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	NEARMAN, MAYNARD, VALLEZ, CPA'S
Accountancy firm EIN	2010-12-31	591906466
2009 : DEL NORTE CREDIT UNION 401(K) 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 DEL NORTE CREDIT UNION 401(K) PLAN

2014: DEL NORTE CREDIT UNION 401(K) 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	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DEL NORTE CREDIT UNION 401(K) 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: DEL NORTE CREDIT UNION 401(K) 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: DEL NORTE CREDIT UNION 401(K) 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: DEL NORTE CREDIT UNION 401(K) 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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number	130-00060-2
Policy instance	1

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Company Name:	DEL NORTE CREDIT UNION
Employer identification number (EIN):	850124035
NAIC Classification:	522130
NAIC Description:	Credit Unions