SUN WEST FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUNWEST FEDERAL CREDIT UNION 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-21 | 295095 |
| Net assets as of the end of the plan year | 2025-08-21 | 2365818 |
| Total assets as of the beginning of the plan year | 2025-08-21 | 2085640 |
| Value of plan covered by a fidelity bond | 2025-08-21 | 6000000 |
| Participant contributions to plan in this plan year | 2025-08-21 | 322366 |
| Other expenses paid from plan in this plan year | 2025-08-21 | 0 |
| Other contributions to plan in this plan year | 2025-08-21 | 0 |
| Other income to plan in this plan year | 2025-08-21 | 252907 |
| Plan net income in this plan year | 2025-08-21 | 280178 |
| Net assets as of the end of the plan year | 2025-08-21 | 2365818 |
| Net assets as of the beginning of the plan year | 2025-08-21 | 2085640 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-21 | 8699 |
| 2024 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-11 | 1041173 |
| Net assets as of the end of the plan year | 2024-09-11 | 2085640 |
| Total assets as of the beginning of the plan year | 2024-09-11 | 2542021 |
| Value of plan covered by a fidelity bond | 2024-09-11 | 6000000 |
| Participant contributions to plan in this plan year | 2024-09-11 | 270919 |
| Other expenses paid from plan in this plan year | 2024-09-11 | 0 |
| Other contributions to plan in this plan year | 2024-09-11 | 12110 |
| Other income to plan in this plan year | 2024-09-11 | 301763 |
| Plan net income in this plan year | 2024-09-11 | -456381 |
| Net assets as of the end of the plan year | 2024-09-11 | 2085640 |
| Net assets as of the beginning of the plan year | 2024-09-11 | 2542021 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-11 | 9697 |
| 2022 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-78,732 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $89,990 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $79,972 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $254,980 |
| Value of total assets at end of year | 2022-01-01 | $2,542,021 |
| Value of total assets at beginning of year | 2022-01-01 | $2,710,743 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $10,018 |
| Total interest from all sources | 2022-01-01 | $16,112 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $27,813 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $27,813 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $6,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $246,984 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $7,996 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-168,722 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,542,021 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,710,743 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,555,512 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,896,171 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $2,899 |
| Interest earned on other investments | 2022-01-01 | $16,112 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $983,610 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $814,572 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-377,401 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-236 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $79,972 |
| Contract administrator fees | 2022-01-01 | $10,018 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTON, LARSON, AND ALLEN |
| 2021 : SUNWEST FEDERAL CREDIT UNION 401(K) 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 | $429,474 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $65,265 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $63,906 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $255,263 |
| Value of total assets at end of year | 2021-12-31 | $2,710,743 |
| Value of total assets at beginning of year | 2021-12-31 | $2,346,534 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,359 |
| Total interest from all sources | 2021-12-31 | $124,172 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $1,359 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| 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 | $214,675 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $814,572 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $834,892 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $40,588 |
| 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 | $364,209 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,710,743 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,346,534 |
| 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 | $1,896,171 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,511,642 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $124,172 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $50,039 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $63,906 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $381,482 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $75,012 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $74,112 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $212,898 |
| Value of total assets at end of year | 2020-12-31 | $2,346,534 |
| Value of total assets at beginning of year | 2020-12-31 | $2,040,064 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $900 |
| Total interest from all sources | 2020-12-31 | $12,323 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $212,898 |
| 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 | $306,470 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,346,534 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,040,064 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,511,642 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,483,124 |
| Interest earned on other investments | 2020-12-31 | $12,323 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $834,892 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $556,940 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $156,261 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $74,112 |
| Contract administrator fees | 2020-12-31 | $900 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | NEARMAN, MAYNARD, VALLEZ, CPA'S |
| Accountancy firm EIN | 2020-12-31 | 591906466 |
| 2019 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $428,462 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $99,036 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $97,558 |
| Value of total corrective distributions | 2019-12-31 | $928 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $200,903 |
| Value of total assets at end of year | 2019-12-31 | $2,040,064 |
| Value of total assets at beginning of year | 2019-12-31 | $1,710,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $550 |
| Total interest from all sources | 2019-12-31 | $9,658 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| 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 |
| Contributions received from participants | 2019-12-31 | $194,712 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $6,191 |
| 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 | $329,426 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,040,064 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,710,638 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,483,124 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,192,711 |
| Interest earned on other investments | 2019-12-31 | $9,658 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $556,940 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $517,927 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $217,901 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $97,558 |
| Contract administrator fees | 2019-12-31 | $550 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | NEARMAN, MAYNARD, VALLEZ, CPA'S |
| Accountancy firm EIN | 2019-12-31 | 591906466 |
| 2018 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $197,496 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $157,389 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $145,086 |
| Value of total corrective distributions | 2018-12-31 | $11,353 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $248,929 |
| Value of total assets at end of year | 2018-12-31 | $1,710,638 |
| Value of total assets at beginning of year | 2018-12-31 | $1,670,531 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $950 |
| Total interest from all sources | 2018-12-31 | $8,749 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $154,868 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $94,061 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $40,107 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,710,638 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,670,531 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,192,711 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,116,663 |
| Interest earned on other investments | 2018-12-31 | $8,749 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $517,927 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $553,868 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-60,182 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $145,086 |
| Contract administrator fees | 2018-12-31 | $950 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | NEARMAN, MAYNARD, VALLEZ, CPA'S |
| Accountancy firm EIN | 2018-12-31 | 591906466 |
| 2017 : SUNWEST FEDERAL CREDIT UNION 401(K) 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 | $302,196 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $29,688 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $29,238 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $160,118 |
| Value of total assets at end of year | 2017-12-31 | $1,670,531 |
| Value of total assets at beginning of year | 2017-12-31 | $1,398,023 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $450 |
| Total interest from all sources | 2017-12-31 | $6,933 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $149,293 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $10,825 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $272,508 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,670,531 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,398,023 |
| 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 | $1,116,663 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $897,591 |
| Interest earned on other investments | 2017-12-31 | $6,933 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $553,868 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $500,432 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $135,145 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $29,238 |
| Contract administrator fees | 2017-12-31 | $450 |
| 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 | NEARMAN, MAYNARD, VALLEZ, CPA'S |
| Accountancy firm EIN | 2017-12-31 | 591906466 |
| 2016 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $202,445 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $93,802 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $93,252 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $139,192 |
| Value of total assets at end of year | 2016-12-31 | $1,398,023 |
| Value of total assets at beginning of year | 2016-12-31 | $1,289,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $550 |
| Total interest from all sources | 2016-12-31 | $8,411 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $550 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $139,192 |
| 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 | $108,643 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,398,023 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,289,380 |
| 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 | $897,591 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $658,848 |
| Interest earned on other investments | 2016-12-31 | $8,411 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $500,432 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $630,532 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $54,842 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $93,252 |
| 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 | NEARMAN, MAYNARD, VALLEZ, CPA'S |
| Accountancy firm EIN | 2016-12-31 | 591906466 |
| 2015 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $141,222 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $233,799 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $233,199 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $146,210 |
| Value of total assets at end of year | 2015-12-31 | $1,289,380 |
| Value of total assets at beginning of year | 2015-12-31 | $1,381,957 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $600 |
| Total interest from all sources | 2015-12-31 | $7,886 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $142,824 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,386 |
| 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 | $-92,577 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,289,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,381,957 |
| 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 | $658,848 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $835,978 |
| Interest earned on other investments | 2015-12-31 | $7,886 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $630,532 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $545,979 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-12,874 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $233,199 |
| Contract administrator fees | 2015-12-31 | $600 |
| 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 | NEARMAN, MAYNARD, VALLEZ, CPA'S |
| Accountancy firm EIN | 2015-12-31 | 591906466 |
| 2014 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $218,855 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $88,484 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $87,984 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $158,300 |
| Value of total assets at end of year | 2014-12-31 | $1,381,957 |
| Value of total assets at beginning of year | 2014-12-31 | $1,251,586 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $500 |
| Total interest from all sources | 2014-12-31 | $9,568 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $158,300 |
| 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 | $130,371 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,381,957 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,251,586 |
| 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 | $835,978 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $616,040 |
| Interest earned on other investments | 2014-12-31 | $9,568 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $545,979 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $635,546 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $50,987 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $87,984 |
| Contract administrator fees | 2014-12-31 | $500 |
| 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 | NEARMAN, MAYNARD, VALLEZ, CPA'S |
| Accountancy firm EIN | 2014-12-31 | 591906466 |
| 2013 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $245,891 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $95,551 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $95,351 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $144,375 |
| Value of total assets at end of year | 2013-12-31 | $1,251,586 |
| Value of total assets at beginning of year | 2013-12-31 | $1,101,246 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $200 |
| Total interest from all sources | 2013-12-31 | $15,737 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $144,375 |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $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 | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $150,340 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,251,586 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,101,246 |
| 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 | $616,040 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $401,685 |
| Interest on participant loans | 2013-12-31 | $0 |
| Interest earned on other investments | 2013-12-31 | $15,737 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $635,546 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $699,561 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $85,779 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $95,351 |
| Contract administrator fees | 2013-12-31 | $200 |
| 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 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $251,735 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $41,671 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $41,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $192,170 |
| Value of total assets at end of year | 2012-12-31 | $1,101,246 |
| Value of total assets at beginning of year | 2012-12-31 | $891,182 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $350 |
| Total interest from all sources | 2012-12-31 | $20,073 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $120,173 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $71,997 |
| 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 | $210,064 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,101,246 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $891,182 |
| 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 | $401,685 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $326,936 |
| Interest earned on other investments | 2012-12-31 | $20,073 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $699,561 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $564,246 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $39,492 |
| 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 | $41,321 |
| Contract administrator fees | 2012-12-31 | $350 |
| 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 : SUNWEST FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $27,550 |
| 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 | $130,590 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $129,212 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $128,912 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $109,754 |
| Value of total assets at end of year | 2011-12-31 | $891,182 |
| Value of total assets at beginning of year | 2011-12-31 | $862,254 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $300 |
| Total interest from all sources | 2011-12-31 | $14,808 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $109,754 |
| 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 | $1,378 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $891,182 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $862,254 |
| 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 | $326,936 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $447,170 |
| Interest on participant loans | 2011-12-31 | $0 |
| Interest earned on other investments | 2011-12-31 | $14,808 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $564,246 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $415,084 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $6,028 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $128,912 |
| Contract administrator fees | 2011-12-31 | $300 |
| 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 : SUNWEST FEDERAL 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 | $168,718 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $100,148 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $99,398 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $104,305 |
| Value of total assets at end of year | 2010-12-31 | $862,254 |
| Value of total assets at beginning of year | 2010-12-31 | $793,684 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $750 |
| Total interest from all sources | 2010-12-31 | $14,146 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $102,132 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,173 |
| 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 | $68,570 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $862,254 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $793,684 |
| 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 | $447,170 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $377,583 |
| Interest earned on other investments | 2010-12-31 | $14,146 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $415,084 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $416,101 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $50,267 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $99,398 |
| Contract administrator fees | 2010-12-31 | $750 |
| 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 : SUNWEST FEDERAL 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 |
