?>
Logo

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

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

AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

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

Company Name:AMERICA FIRST CREDIT UNION
Employer identification number (EIN):870216202
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01G. KENT STREULING2024-10-08 G. KENT STREULING2024-10-08
0022022-01-01G. KENT STREULING2023-10-11 G. KENT STREULING2023-10-11
0022021-01-01
0022021-01-01G. KENT STREULING
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01G KENT STREULING G KENT STREULING2018-10-01
0022016-01-01G KENT STREULING
0022015-01-01G KENT STREULING G KENT STREULING2016-10-13
0022014-01-01G KENT STREULING
0022013-01-01G KENT STREULING
0022012-01-01G KENT STREULING
0022011-01-01G KENT STREULING G KENT STREULING2012-10-15
0022010-01-01KENT STREULING KENT STREULING2011-10-13
0022009-01-01KENT STREULING KENT STREULING2010-10-14

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

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

Measure Date Value
2023: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-012,815
Total number of active participants reported on line 7a of the Form 55002023-01-013,054
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-01571
Total of all active and inactive participants2023-01-013,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0112
Total participants2023-01-013,641
Number of participants with account balances2023-01-013,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01322
2022: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012,848
Total number of active participants reported on line 7a of the Form 55002022-01-012,335
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01466
Total of all active and inactive participants2022-01-012,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-012,815
Number of participants with account balances2022-01-012,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01216
2021: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013,022
Total number of active participants reported on line 7a of the Form 55002021-01-012,343
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01496
Total of all active and inactive participants2021-01-012,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-012,848
Number of participants with account balances2021-01-012,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01328
2020: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,822
Total number of active participants reported on line 7a of the Form 55002020-01-012,432
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01583
Total of all active and inactive participants2020-01-013,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-013,022
Number of participants with account balances2020-01-012,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01273
2019: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012,547
Total number of active participants reported on line 7a of the Form 55002019-01-012,366
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01453
Total of all active and inactive participants2019-01-012,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,822
Number of participants with account balances2019-01-012,733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01194
2018: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012,507
Total number of active participants reported on line 7a of the Form 55002018-01-012,149
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01395
Total of all active and inactive participants2018-01-012,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,547
Number of participants with account balances2018-01-012,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01187
2017: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012,119
Total number of active participants reported on line 7a of the Form 55002017-01-011,957
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01356
Total of all active and inactive participants2017-01-012,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,314
Number of participants with account balances2017-01-012,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01154
2016: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012,099
Total number of active participants reported on line 7a of the Form 55002016-01-011,808
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01311
Total of all active and inactive participants2016-01-012,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,119
Number of participants with account balances2016-01-011,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01145
2015: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,868
Total number of active participants reported on line 7a of the Form 55002015-01-011,618
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01322
Total of all active and inactive participants2015-01-011,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,940
Number of participants with account balances2015-01-011,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0176
2014: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,958
Total number of active participants reported on line 7a of the Form 55002014-01-011,545
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01350
Total of all active and inactive participants2014-01-011,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,895
Number of participants with account balances2014-01-011,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0182
2013: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,833
Total number of active participants reported on line 7a of the Form 55002013-01-011,498
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01301
Total of all active and inactive participants2013-01-011,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,799
Number of participants with account balances2013-01-011,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0156
2012: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011,732
Total number of active participants reported on line 7a of the Form 55002012-01-011,416
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01265
Total of all active and inactive participants2012-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,681
Number of participants with account balances2012-01-011,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0170
2011: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011,752
Total number of active participants reported on line 7a of the Form 55002011-01-011,399
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01234
Total of all active and inactive participants2011-01-011,633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,633
Number of participants with account balances2011-01-011,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0175
2010: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011,700
Total number of active participants reported on line 7a of the Form 55002010-01-011,452
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01198
Total of all active and inactive participants2010-01-011,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,650
Number of participants with account balances2010-01-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0169
2009: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011,378
Total number of active participants reported on line 7a of the Form 55002009-01-011,383
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01175
Total of all active and inactive participants2009-01-011,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,558
Number of participants with account balances2009-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0162

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

Measure Date Value
2023 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$30,922,312
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,667,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,338,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,850,241
Value of total assets at end of year2023-12-31$118,457,882
Value of total assets at beginning of year2023-12-31$91,203,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$329,293
Total interest from all sources2023-12-31$134,040
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,997,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,997,069
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$10,991,647
Participant contributions at end of year2023-12-31$2,135,515
Participant contributions at beginning of year2023-12-31$1,485,807
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$755,698
Total non interest bearing cash at end of year2023-12-31$3,893
Total non interest bearing cash at beginning of year2023-12-31$403,917
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$27,254,355
Value of net assets at end of year (total assets less liabilities)2023-12-31$118,457,882
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$91,203,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$57,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$109,037,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$83,357,969
Interest on participant loans2023-12-31$134,040
Value of interest in common/collective trusts at end of year2023-12-31$6,749,185
Value of interest in common/collective trusts at beginning of year2023-12-31$5,955,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$12,592,770
Net investment gain or loss from common/collective trusts2023-12-31$1,348,192
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$2,102,896
Employer contributions (assets) at end of year2023-12-31$532,005
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,338,664
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 name2023-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-12-31133891517
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$30,922,312
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,667,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,338,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$13,850,241
Value of total assets at end of year2023-01-01$118,457,882
Value of total assets at beginning of year2023-01-01$91,203,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$329,293
Total interest from all sources2023-01-01$134,040
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$2,997,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$2,997,069
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$10,991,647
Participant contributions at end of year2023-01-01$2,135,515
Participant contributions at beginning of year2023-01-01$1,485,807
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$755,698
Total non interest bearing cash at end of year2023-01-01$3,893
Total non interest bearing cash at beginning of year2023-01-01$403,917
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$27,254,355
Value of net assets at end of year (total assets less liabilities)2023-01-01$118,457,882
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$91,203,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$57,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$109,037,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$83,357,969
Interest on participant loans2023-01-01$134,040
Value of interest in common/collective trusts at end of year2023-01-01$6,749,185
Value of interest in common/collective trusts at beginning of year2023-01-01$5,955,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$12,592,770
Net investment gain or loss from common/collective trusts2023-01-01$1,348,192
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$2,102,896
Employer contributions (assets) at end of year2023-01-01$532,005
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,338,664
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 name2023-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-01-01133891517
2022 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,223,787
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,235,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,945,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,566,841
Value of total assets at end of year2022-12-31$91,203,527
Value of total assets at beginning of year2022-12-31$102,662,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$289,520
Total interest from all sources2022-12-31$74,017
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,418,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,418,261
Administrative expenses professional fees incurred2022-12-31$289,520
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,107,161
Participant contributions at end of year2022-12-31$1,485,807
Participant contributions at beginning of year2022-12-31$1,409,110
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$396,415
Total non interest bearing cash at end of year2022-12-31$403,917
Total non interest bearing cash at beginning of year2022-12-31$13,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,458,885
Value of net assets at end of year (total assets less liabilities)2022-12-31$91,203,527
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$102,662,412
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$83,357,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,859,887
Interest on participant loans2022-12-31$74,017
Value of interest in common/collective trusts at end of year2022-12-31$5,955,834
Value of interest in common/collective trusts at beginning of year2022-12-31$4,379,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,437,767
Net investment gain or loss from common/collective trusts2022-12-31$-845,139
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$1,063,265
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,945,578
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 name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
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$0
Total income from all sources (including contributions)2022-01-01$-6,223,787
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$5,235,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,945,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$10,566,841
Value of total assets at end of year2022-01-01$91,203,527
Value of total assets at beginning of year2022-01-01$102,662,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$289,520
Total interest from all sources2022-01-01$74,017
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,418,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$4,418,261
Administrative expenses professional fees incurred2022-01-01$289,520
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$9,107,161
Participant contributions at end of year2022-01-01$1,485,807
Participant contributions at beginning of year2022-01-01$1,409,110
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$396,415
Total non interest bearing cash at end of year2022-01-01$403,917
Total non interest bearing cash at beginning of year2022-01-01$13,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-11,458,885
Value of net assets at end of year (total assets less liabilities)2022-01-01$91,203,527
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$102,662,412
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 registered invesment companies (eg mutual funds) at end of year2022-01-01$83,357,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$96,859,887
Interest on participant loans2022-01-01$74,017
Value of interest in common/collective trusts at end of year2022-01-01$5,955,834
Value of interest in common/collective trusts at beginning of year2022-01-01$4,379,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-20,437,767
Net investment gain or loss from common/collective trusts2022-01-01$-845,139
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$1,063,265
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,945,578
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 name2022-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-01-01133891517
2021 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$22,567,807
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,510,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,172,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,378,842
Value of total assets at end of year2021-12-31$102,662,412
Value of total assets at beginning of year2021-12-31$86,605,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$337,747
Total interest from all sources2021-12-31$79,104
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,866,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,866,296
Administrative expenses professional fees incurred2021-12-31$337,747
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,236,107
Participant contributions at end of year2021-12-31$1,409,110
Participant contributions at beginning of year2021-12-31$1,478,003
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$192,837
Total non interest bearing cash at end of year2021-12-31$13,425
Total non interest bearing cash at beginning of year2021-12-31$3,712
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$16,057,139
Value of net assets at end of year (total assets less liabilities)2021-12-31$102,662,412
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$86,605,273
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$96,859,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$81,542,249
Interest on participant loans2021-12-31$79,104
Value of interest in common/collective trusts at end of year2021-12-31$4,379,990
Value of interest in common/collective trusts at beginning of year2021-12-31$3,572,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,243,565
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$949,898
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$9,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,172,921
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 name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$90,608
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$20,348,375
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,681,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,333,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,083,291
Value of total assets at end of year2020-12-31$86,605,273
Value of total assets at beginning of year2020-12-31$71,847,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$347,878
Total interest from all sources2020-12-31$87,436
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,778,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,778,846
Administrative expenses professional fees incurred2020-12-31$347,878
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,044,757
Participant contributions at end of year2020-12-31$1,478,003
Participant contributions at beginning of year2020-12-31$1,455,172
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$172,912
Other income not declared elsewhere2020-12-31$538
Total non interest bearing cash at end of year2020-12-31$3,712
Total non interest bearing cash at beginning of year2020-12-31$291,465
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$14,667,041
Value of net assets at end of year (total assets less liabilities)2020-12-31$86,605,273
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,847,624
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$81,542,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$68,992,357
Interest on participant loans2020-12-31$87,436
Value of interest in common/collective trusts at end of year2020-12-31$3,572,118
Value of interest in common/collective trusts at beginning of year2020-12-31$1,093,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,542,313
Net investment gain or loss from common/collective trusts2020-12-31$855,951
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$865,622
Employer contributions (assets) at end of year2020-12-31$9,191
Employer contributions (assets) at beginning of year2020-12-31$15,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,333,456
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31980047535
2019 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 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$19,587,766
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,438,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,152,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,302,464
Value of total assets at end of year2019-12-31$71,847,624
Value of total assets at beginning of year2019-12-31$55,698,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$286,166
Total interest from all sources2019-12-31$89,869
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,704,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,704,431
Administrative expenses professional fees incurred2019-12-31$286,166
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,963,136
Participant contributions at end of year2019-12-31$1,455,172
Participant contributions at beginning of year2019-12-31$1,277,282
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$169,577
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$586,291
Other income not declared elsewhere2019-12-31$5,777
Total non interest bearing cash at end of year2019-12-31$291,465
Total non interest bearing cash at beginning of year2019-12-31$6,306
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$16,149,580
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,847,624
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,698,044
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,992,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$53,486,764
Interest on participant loans2019-12-31$89,869
Value of interest in common/collective trusts at end of year2019-12-31$1,093,149
Value of interest in common/collective trusts at beginning of year2019-12-31$726,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,459,718
Net investment gain or loss from common/collective trusts2019-12-31$25,507
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$753,037
Employer contributions (assets) at end of year2019-12-31$15,481
Employer contributions (assets) at beginning of year2019-12-31$31,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,152,020
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 name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31980047535
2018 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,176,286
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$2,846,317
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,837,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,592,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,611,271
Value of total assets at end of year2018-12-31$55,698,044
Value of total assets at beginning of year2018-12-31$53,513,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$245,461
Total interest from all sources2018-12-31$61,803
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,137,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,137,096
Administrative expenses professional fees incurred2018-12-31$245,461
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,803,386
Participant contributions at end of year2018-12-31$1,277,282
Participant contributions at beginning of year2018-12-31$1,018,556
Participant contributions at end of year2018-12-31$169,577
Participant contributions at beginning of year2018-12-31$136,151
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$208,732
Other income not declared elsewhere2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$6,306
Total non interest bearing cash at beginning of year2018-12-31$174,059
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$8,554
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,698,044
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,513,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$53,486,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,529,956
Interest on participant loans2018-12-31$61,803
Value of interest in common/collective trusts at end of year2018-12-31$726,357
Value of interest in common/collective trusts at beginning of year2018-12-31$626,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,963,853
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$599,153
Employer contributions (assets) at end of year2018-12-31$31,758
Employer contributions (assets) at beginning of year2018-12-31$28,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,592,302
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 name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31980047535
2017 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 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$12,508,412
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,599,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,340,333
Value of total corrective distributions2017-12-31$56,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,538,629
Value of total assets at end of year2017-12-31$53,513,204
Value of total assets at beginning of year2017-12-31$43,603,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$202,606
Total interest from all sources2017-12-31$46,911
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,801,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,801,565
Administrative expenses professional fees incurred2017-12-31$202,606
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$486,714
Participant contributions at end of year2017-12-31$1,018,556
Participant contributions at beginning of year2017-12-31$982,932
Participant contributions at end of year2017-12-31$136,151
Participant contributions at beginning of year2017-12-31$116,250
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$167,877
Total non interest bearing cash at end of year2017-12-31$174,059
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$9,909,234
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,513,204
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,603,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$51,529,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,162,494
Interest on participant loans2017-12-31$46,911
Value of interest in common/collective trusts at end of year2017-12-31$626,289
Value of interest in common/collective trusts at beginning of year2017-12-31$323,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,121,307
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$3,884,038
Employer contributions (assets) at end of year2017-12-31$28,193
Employer contributions (assets) at beginning of year2017-12-31$19,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,340,333
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 name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31980047535
2016 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,232,910
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,244,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,077,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,104,337
Value of total assets at end of year2016-12-31$43,603,970
Value of total assets at beginning of year2016-12-31$38,615,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$166,773
Total interest from all sources2016-12-31$33,357
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,347,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,347,207
Administrative expenses professional fees incurred2016-12-31$166,773
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$3,555,139
Participant contributions at end of year2016-12-31$982,932
Participant contributions at beginning of year2016-12-31$901,360
Participant contributions at end of year2016-12-31$116,250
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,540
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$4,988,821
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,603,970
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,615,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,162,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,713,789
Interest on participant loans2016-12-31$33,357
Value of interest in common/collective trusts at end of year2016-12-31$323,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,748,009
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$438,658
Employer contributions (assets) at end of year2016-12-31$19,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,077,316
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 name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31980047535
2015 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$385,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,259,403
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,941,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,916,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,521,293
Value of total assets at end of year2015-12-31$38,615,149
Value of total assets at beginning of year2015-12-31$38,911,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,993
Total interest from all sources2015-12-31$27,624
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,002,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,002,210
Administrative expenses professional fees incurred2015-12-31$15,025
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$3,083,883
Participant contributions at end of year2015-12-31$901,360
Participant contributions at beginning of year2015-12-31$808,907
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$58,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-682,245
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,615,149
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,911,435
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$9,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,713,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,125,401
Interest on participant loans2015-12-31$27,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,977,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,291,724
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$378,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,916,655
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 name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31980047535
2014 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,922,635
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,756,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,682,554
Expenses. Certain deemed distributions of participant loans2014-12-31$29,063
Value of total corrective distributions2014-12-31$30,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,405,904
Value of total assets at end of year2014-12-31$38,911,435
Value of total assets at beginning of year2014-12-31$34,745,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,050
Total interest from all sources2014-12-31$84,308
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$2,715,047
Participant contributions at end of year2014-12-31$808,907
Participant contributions at beginning of year2014-12-31$708,002
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$368,548
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$4,166,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,911,435
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,745,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,125,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,909,310
Interest on participant loans2014-12-31$25,763
Interest earned on other investments2014-12-31$58,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,977,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,127,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,432,423
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$322,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,682,554
Contract administrator fees2014-12-31$14,050
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 name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31980047535
2013 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$8,614,797
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,721,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,699,872
Value of total corrective distributions2013-12-31$8,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,096,522
Value of total assets at end of year2013-12-31$34,745,009
Value of total assets at beginning of year2013-12-31$27,851,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,750
Total interest from all sources2013-12-31$101,833
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$10,000,000
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$2,549,583
Participant contributions at end of year2013-12-31$708,002
Participant contributions at beginning of year2013-12-31$615,653
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$236,108
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$6,893,042
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,745,009
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,851,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,909,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,303,043
Interest on participant loans2013-12-31$24,998
Interest earned on other investments2013-12-31$76,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,127,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,933,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,416,442
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$310,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,699,872
Contract administrator fees2013-12-31$13,750
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 name2013-12-31DELOITTE & TOUCHE
Accountancy firm EIN2013-12-31133891517
2012 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,710,546
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$5,067,136
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,216,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,197,575
Value of total corrective distributions2012-12-31$6,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,376,057
Value of total assets at end of year2012-12-31$27,851,967
Value of total assets at beginning of year2012-12-31$22,290,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,850
Total interest from all sources2012-12-31$91,398
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$10,000,000
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$2,116,357
Participant contributions at end of year2012-12-31$615,653
Participant contributions at beginning of year2012-12-31$506,205
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,874
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$3,850,506
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,851,967
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,290,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,303,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,545,429
Interest on participant loans2012-12-31$23,916
Interest earned on other investments2012-12-31$67,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,933,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,239,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,599,681
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$250,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,197,575
Contract administrator fees2012-12-31$12,850
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 name2012-12-31DELOITTE & TOUCHE
Accountancy firm EIN2012-12-31133891517
2011 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,554,707
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,035,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,007,889
Value of total corrective distributions2011-12-31$4,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,213,291
Value of total assets at end of year2011-12-31$22,290,915
Value of total assets at beginning of year2011-12-31$20,772,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,425
Total interest from all sources2011-12-31$86,445
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$10,000,000
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$1,949,158
Participant contributions at end of year2011-12-31$506,205
Participant contributions at beginning of year2011-12-31$464,044
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,713
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$1,518,800
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,290,915
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,772,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,545,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,344,669
Interest on participant loans2011-12-31$22,263
Interest earned on other investments2011-12-31$64,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,239,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,963,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$254,971
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$245,420
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,007,889
Contract administrator fees2011-12-31$23,425
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 name2011-12-31DELOITTE & TOUCHE
Accountancy firm EIN2011-12-31133891517
2010 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,348,227
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$720,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$709,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,317,195
Value of total assets at end of year2010-12-31$20,772,115
Value of total assets at beginning of year2010-12-31$17,144,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,750
Total interest from all sources2010-12-31$83,316
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$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,960,785
Participant contributions at end of year2010-12-31$464,044
Participant contributions at beginning of year2010-12-31$260,006
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$70,749
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$106,497
Other income not declared elsewhere2010-12-31$-4,256
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$3,627,428
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,772,115
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,144,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,344,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,781,398
Interest on participant loans2010-12-31$15,086
Interest earned on other investments2010-12-31$68,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,963,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,032,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,951,972
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$249,913
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$709,049
Contract administrator fees2010-12-31$11,750
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 name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517
2009 : AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2023: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 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: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0021-7
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0021-7
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0021-7
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0021-7
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0021-7
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0021-7
Policy instance 1

Potentially related plans

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