?>
Logo

HUGHES FEDERAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameHUGHES FEDERAL CREDIT UNION 401(K) PLAN
Plan identification number 001

HUGHES FEDERAL CREDIT UNION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:HUGHES FEDERAL CREDIT UNION
Employer identification number (EIN):860107651
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUGHES FEDERAL CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARINA AGUIRRE
0012023-01-01CYNTHIA R SAMPLES2024-08-12
0012022-01-01CYNTHIA R SAMPLES2023-08-28
0012021-01-01CYNTHIA R SAMPLES2022-07-28
0012020-01-01CYNTHIA R SAMPLES2021-07-22
0012019-01-01CYNTHIA R SAMPLES2020-07-29
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01CYNTHIA R. SAMPLES
0012012-01-01CYNTHIA R. SAMPLES
0012011-01-01CYNTHIA R. SAMPLES
0012009-01-01CYNTHIA R. SAMPLES
0012009-01-01CYNTHIA R. SAMPLES

Plan Statistics for HUGHES FEDERAL CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for HUGHES FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2023: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01231
Total number of active participants reported on line 7a of the Form 55002023-01-01200
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0148
Total of all active and inactive participants2023-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01248
Number of participants with account balances2023-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01264
Total number of active participants reported on line 7a of the Form 55002022-01-01249
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01299
Number of participants with account balances2022-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01252
Total number of active participants reported on line 7a of the Form 55002021-01-01219
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01264
Number of participants with account balances2021-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01273
Total number of active participants reported on line 7a of the Form 55002020-01-01220
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01252
Number of participants with account balances2020-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-01253
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01273
Number of participants with account balances2019-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01241
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01247
Number of participants with account balances2018-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01218
Total number of active participants reported on line 7a of the Form 55002017-01-01218
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01238
Number of participants with account balances2017-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01205
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01218
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01184
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01205
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01175
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01182
Total number of active participants reported on line 7a of the Form 55002013-01-01155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01171
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01182
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01169
Total number of active participants reported on line 7a of the Form 55002011-01-01150
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01168
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01168
Number of participants with account balances2009-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HUGHES FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2023 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,690,115
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,794,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,629,242
Value of total corrective distributions2023-12-31$6,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,081,821
Value of total assets at end of year2023-12-31$23,546,388
Value of total assets at beginning of year2023-12-31$19,650,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$158,682
Total interest from all sources2023-12-31$43,262
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,174,531
Participant contributions at end of year2023-12-31$700,536
Participant contributions at beginning of year2023-12-31$612,859
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$10,432
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,895,475
Value of net assets at end of year (total assets less liabilities)2023-12-31$23,546,388
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,650,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$22,839,525
Value of interest in pooled separate accounts at beginning of year2023-12-31$18,829,659
Interest on participant loans2023-12-31$43,172
Interest earned on other investments2023-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-84,827
Net investment gain/loss from pooled separate accounts2023-12-31$3,649,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$896,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,629,242
Contract administrator fees2023-12-31$158,507
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$202,423
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2023-12-31410746749
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$5,690,115
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,794,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,629,242
Value of total corrective distributions2023-01-01$6,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,081,821
Value of total assets at end of year2023-01-01$23,546,388
Value of total assets at beginning of year2023-01-01$19,650,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$158,682
Total interest from all sources2023-01-01$43,262
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,174,531
Participant contributions at end of year2023-01-01$700,536
Participant contributions at beginning of year2023-01-01$612,859
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$10,432
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,895,475
Value of net assets at end of year (total assets less liabilities)2023-01-01$23,546,388
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$19,650,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$22,839,525
Value of interest in pooled separate accounts at beginning of year2023-01-01$18,829,659
Interest on participant loans2023-01-01$43,172
Interest earned on other investments2023-01-01$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$6,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$5,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$-84,827
Net investment gain/loss from pooled separate accounts2023-01-01$3,649,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$896,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,629,242
Contract administrator fees2023-01-01$158,507
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$202,423
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2023-01-01410746749
2022 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,456,230
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,312,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,165,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,669,196
Value of total assets at end of year2022-12-31$19,650,913
Value of total assets at beginning of year2022-12-31$23,419,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$146,228
Total interest from all sources2022-12-31$30,354
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$952,933
Participant contributions at end of year2022-12-31$612,859
Participant contributions at beginning of year2022-12-31$671,186
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$87,996
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,768,358
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,650,913
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,419,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$18,829,659
Value of interest in pooled separate accounts at beginning of year2022-12-31$22,496,008
Interest on participant loans2022-12-31$30,310
Interest earned on other investments2022-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,677
Net investment gain/loss from pooled separate accounts2022-12-31$-4,155,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$628,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,165,900
Contract administrator fees2022-12-31$146,228
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$202,423
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$249,400
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,456,230
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,312,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,165,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,669,196
Value of total assets at end of year2022-01-01$19,650,913
Value of total assets at beginning of year2022-01-01$23,419,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$146,228
Total interest from all sources2022-01-01$30,354
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$952,933
Participant contributions at end of year2022-01-01$612,859
Participant contributions at beginning of year2022-01-01$671,186
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$87,996
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,768,358
Value of net assets at end of year (total assets less liabilities)2022-01-01$19,650,913
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$23,419,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$18,829,659
Value of interest in pooled separate accounts at beginning of year2022-01-01$22,496,008
Interest on participant loans2022-01-01$30,310
Interest earned on other investments2022-01-01$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$5,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,677
Net investment gain/loss from pooled separate accounts2022-01-01$-4,155,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$628,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,165,900
Contract administrator fees2022-01-01$146,228
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$202,423
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$249,400
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-01-01410746749
2021 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,441,322
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,657,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,440,504
Expenses. Certain deemed distributions of participant loans2021-12-31$42,232
Value of total corrective distributions2021-12-31$6,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,367,244
Value of total assets at end of year2021-12-31$23,419,271
Value of total assets at beginning of year2021-12-31$20,635,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$168,241
Total interest from all sources2021-12-31$35,923
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$823,268
Participant contributions at end of year2021-12-31$671,186
Participant contributions at beginning of year2021-12-31$733,543
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,488
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,783,367
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,419,271
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,635,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$22,496,008
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,640,562
Interest on participant loans2021-12-31$35,895
Interest earned on other investments2021-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,730
Net investment gain/loss from pooled separate accounts2021-12-31$3,038,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$526,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,440,504
Contract administrator fees2021-12-31$168,241
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$249,400
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$260,069
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,604,890
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,236,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,095,085
Value of total corrective distributions2020-12-31$8,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,450,555
Value of total assets at end of year2020-12-31$20,635,904
Value of total assets at beginning of year2020-12-31$17,267,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,156
Total interest from all sources2020-12-31$38,688
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$870,521
Participant contributions at end of year2020-12-31$733,543
Participant contributions at beginning of year2020-12-31$661,660
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,260
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,368,259
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,635,904
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,267,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$19,640,562
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,314,116
Interest on participant loans2020-12-31$38,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$846
Net investment gain/loss from pooled separate accounts2020-12-31$3,115,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$567,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,095,085
Contract administrator fees2020-12-31$133,156
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$260,069
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$291,023
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,528,139
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$467,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$316,806
Expenses. Certain deemed distributions of participant loans2019-12-31$23,010
Value of total corrective distributions2019-12-31$9,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,392,583
Value of total assets at end of year2019-12-31$17,267,645
Value of total assets at beginning of year2019-12-31$13,207,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$118,267
Total interest from all sources2019-12-31$37,642
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$765,412
Participant contributions at end of year2019-12-31$661,660
Participant contributions at beginning of year2019-12-31$736,605
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$122,895
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$79,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,060,174
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,267,645
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,207,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$118,267
Value of interest in pooled separate accounts at end of year2019-12-31$16,314,116
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,211,354
Interest on participant loans2019-12-31$37,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,752
Net investment gain/loss from pooled separate accounts2019-12-31$3,097,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$504,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$316,806
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$291,023
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$174,642
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$279,313
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$625,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$554,523
Value of total corrective distributions2018-12-31$7,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,289,147
Value of total assets at end of year2018-12-31$13,207,471
Value of total assets at beginning of year2018-12-31$13,553,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,399
Total interest from all sources2018-12-31$29,142
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$696,177
Participant contributions at end of year2018-12-31$736,605
Participant contributions at beginning of year2018-12-31$546,764
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$141,085
Other income not declared elsewhere2018-12-31$26,816
Total non interest bearing cash at end of year2018-12-31$79,118
Total non interest bearing cash at beginning of year2018-12-31$46,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-345,818
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,207,471
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,553,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$63,399
Value of interest in pooled separate accounts at end of year2018-12-31$12,211,354
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,727,803
Interest on participant loans2018-12-31$29,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,221
Net investment gain/loss from pooled separate accounts2018-12-31$-1,065,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$451,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$554,523
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$174,642
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$228,296
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2018-12-31954083485
2017 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,965,677
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$516,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$461,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$972,557
Value of total assets at end of year2017-12-31$13,553,289
Value of total assets at beginning of year2017-12-31$11,104,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,372
Total interest from all sources2017-12-31$21,695
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$606,801
Participant contributions at end of year2017-12-31$546,764
Participant contributions at beginning of year2017-12-31$434,735
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,613
Other income not declared elsewhere2017-12-31$23,429
Total non interest bearing cash at end of year2017-12-31$46,205
Total non interest bearing cash at beginning of year2017-12-31$36,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,448,774
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,553,289
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,104,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$55,372
Value of interest in pooled separate accounts at end of year2017-12-31$12,727,803
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,386,806
Interest on participant loans2017-12-31$21,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,436
Net investment gain/loss from pooled separate accounts2017-12-31$1,947,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$329,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$461,531
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$228,296
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$241,737
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2017-12-31954083485
2016 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,779,252
Total of all expenses incurred2016-12-31$1,098,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,050,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,012,028
Value of total assets at end of year2016-12-31$11,104,515
Value of total assets at beginning of year2016-12-31$10,423,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,777
Total interest from all sources2016-12-31$18,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$545,224
Participant contributions at end of year2016-12-31$434,735
Participant contributions at beginning of year2016-12-31$417,688
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$173,120
Other income not declared elsewhere2016-12-31$16,988
Total non interest bearing cash at end of year2016-12-31$36,801
Total non interest bearing cash at beginning of year2016-12-31$71,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$681,147
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,104,515
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,423,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$47,777
Value of interest in pooled separate accounts at end of year2016-12-31$10,386,806
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,766,313
Interest on participant loans2016-12-31$18,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,794
Net investment gain/loss from pooled separate accounts2016-12-31$731,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$293,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,050,328
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$241,737
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$163,836
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2016-12-31954083485
2015 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$771,378
Total of all expenses incurred2015-12-31$529,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$481,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$813,619
Value of total assets at end of year2015-12-31$10,423,368
Value of total assets at beginning of year2015-12-31$10,181,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,400
Total interest from all sources2015-12-31$18,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$514,264
Participant contributions at end of year2015-12-31$417,688
Participant contributions at beginning of year2015-12-31$462,791
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,505
Other income not declared elsewhere2015-12-31$9,953
Total non interest bearing cash at end of year2015-12-31$71,737
Total non interest bearing cash at beginning of year2015-12-31$4,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$242,119
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,423,368
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,181,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$47,400
Value of interest in pooled separate accounts at end of year2015-12-31$9,766,313
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,492,232
Interest on participant loans2015-12-31$18,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,007
Net investment gain/loss from pooled separate accounts2015-12-31$-70,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$271,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$481,859
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$163,836
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$219,092
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2015-12-31954083485
2014 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,378,816
Total of all expenses incurred2014-12-31$365,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$321,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$760,811
Value of total assets at end of year2014-12-31$10,181,249
Value of total assets at beginning of year2014-12-31$9,168,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,911
Total interest from all sources2014-12-31$19,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$487,363
Participant contributions at end of year2014-12-31$462,791
Participant contributions at beginning of year2014-12-31$424,360
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,754
Other income not declared elsewhere2014-12-31$52,957
Total non interest bearing cash at end of year2014-12-31$4,127
Total non interest bearing cash at beginning of year2014-12-31$1,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,012,944
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,181,249
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,168,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$43,911
Value of interest in pooled separate accounts at end of year2014-12-31$9,492,232
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,562,346
Interest on participant loans2014-12-31$19,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,239
Net investment gain/loss from pooled separate accounts2014-12-31$545,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$257,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$321,961
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$219,092
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$177,543
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2014-12-31954083485
2013 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,279,883
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$427,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$366,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$689,933
Value of total assets at end of year2013-12-31$9,168,305
Value of total assets at beginning of year2013-12-31$7,315,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,577
Total interest from all sources2013-12-31$16,885
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$449,483
Participant contributions at end of year2013-12-31$424,360
Participant contributions at beginning of year2013-12-31$404,710
Total non interest bearing cash at end of year2013-12-31$1,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,852,477
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,168,305
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,315,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$60,577
Value of interest in pooled separate accounts at end of year2013-12-31$8,562,346
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,780,309
Interest on participant loans2013-12-31$16,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,165
Net investment gain/loss from pooled separate accounts2013-12-31$1,573,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$240,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$366,829
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$177,543
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$127,274
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2013-12-31954083485
2012 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$1,611,212
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$169,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$113,359
Value of total corrective distributions2012-12-31$1,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$750,316
Value of total assets at end of year2012-12-31$7,315,828
Value of total assets at beginning of year2012-12-31$5,873,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,794
Total interest from all sources2012-12-31$17,489
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$435,429
Participant contributions at end of year2012-12-31$404,710
Participant contributions at beginning of year2012-12-31$432,615
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$110,329
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$81,564
Other income not declared elsewhere2012-12-31$18,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,441,974
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,315,828
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,873,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$54,794
Value of interest in pooled separate accounts at end of year2012-12-31$6,780,309
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,329,186
Interest on participant loans2012-12-31$17,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,724
Net investment gain/loss from pooled separate accounts2012-12-31$825,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$233,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$113,359
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$127,274
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MIKE BRANDT CPA PC
Accountancy firm EIN2012-12-31454459418
2011 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$504,367
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$427,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$378,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$687,454
Value of total assets at end of year2011-12-31$5,873,854
Value of total assets at beginning of year2011-12-31$5,796,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,645
Total interest from all sources2011-12-31$16,283
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$411,210
Participant contributions at end of year2011-12-31$432,615
Participant contributions at beginning of year2011-12-31$287,783
Assets. Other investments not covered elsewhere at end of year2011-12-31$110,329
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$102,524
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,611
Other income not declared elsewhere2011-12-31$7,805
Administrative expenses (other) incurred2011-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$77,235
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,873,854
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,796,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$48,637
Value of interest in pooled separate accounts at end of year2011-12-31$5,329,186
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,405,019
Interest on participant loans2011-12-31$16,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,293
Net investment gain/loss from pooled separate accounts2011-12-31$-207,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$219,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$378,487
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MIKE BRANDT CPA PC
Accountancy firm EIN2011-12-31454459418
2010 : HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,395,551
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$231,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$189,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$652,795
Value of total assets at end of year2010-12-31$5,796,619
Value of total assets at beginning of year2010-12-31$4,632,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,755
Total interest from all sources2010-12-31$12,858
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$430,511
Participant contributions at end of year2010-12-31$287,783
Participant contributions at beginning of year2010-12-31$235,402
Assets. Other investments not covered elsewhere at end of year2010-12-31$102,524
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$87,343
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,164,326
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,796,619
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,632,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,405,019
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,308,695
Interest on participant loans2010-12-31$12,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,181
Net investment gain/loss from pooled separate accounts2010-12-31$714,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$217,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$189,470
Contract administrator fees2010-12-31$41,755
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31V ACCOUNTING, PLLC
Accountancy firm EIN2010-12-31273118847
2009 : HUGHES 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 securities2009-12-31$0

Form 5500 Responses for HUGHES FEDERAL CREDIT UNION 401(K) PLAN

2023: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HUGHES FEDERAL CREDIT UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
Insurance contract or identification number11202
Number of Individuals Covered274
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $90,068
Total amount of fees paid to insurance companyUSD $10,782
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
Insurance contract or identification number11202
Number of Individuals Covered255
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $85,781
Total amount of fees paid to insurance companyUSD $10,095
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11202
Policy instance 1

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3