?>
Logo

VERITY CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameVERITY CREDIT UNION 401(K) PLAN
Plan identification number 002

VERITY CREDIT UNION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:VERITY CREDIT UNION
Employer identification number (EIN):910219005
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about VERITY CREDIT UNION

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2002-12-31
Company Identification Number: 601133760

More information about VERITY CREDIT UNION

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01ANGELA LOWE
0022016-01-01ANGELA LOWE
0022015-01-01ANGELA LOWE
0022014-01-01JUSTIN MARTIN
0022013-01-01JUSTIN MARTIN
0022012-01-01JUSTIN MARTIN
0022011-01-01JUSTIN MARTIN JUSTIN MARTIN2012-09-12

Plan Statistics for VERITY CREDIT UNION 401(K) PLAN

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

Measure Date Value
2022: VERITY CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01254
Total number of active participants reported on line 7a of the Form 55002022-01-01123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01125
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: VERITY CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01209
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01102
Total of all active and inactive participants2021-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01254
Number of participants with account balances2021-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: VERITY CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01285
Total number of active participants reported on line 7a of the Form 55002020-01-01146
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01208
Number of participants with account balances2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: VERITY CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01273
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01146
Total of all active and inactive participants2019-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01273
Number of participants with account balances2019-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: VERITY CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01257
Total number of active participants reported on line 7a of the Form 55002018-01-01132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01134
Total of all active and inactive participants2018-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01266
Number of participants with account balances2018-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: VERITY CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01250
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01128
Total of all active and inactive participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01247
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: VERITY CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01317
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01115
Total of all active and inactive participants2016-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01245
Number of participants with account balances2016-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: VERITY CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01208
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01105
Total of all active and inactive participants2015-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01222
Number of participants with account balances2015-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: VERITY CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01197
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01200
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: VERITY CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01165
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: VERITY CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VERITY CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on VERITY CREDIT UNION 401(K) PLAN

Measure Date Value
2022 : VERITY CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,183,887
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$517,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$469,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,497,013
Value of total assets at end of year2022-12-31$16,302,124
Value of total assets at beginning of year2022-12-31$19,003,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,280
Total interest from all sources2022-12-31$10,194
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$274,508
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$274,508
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$943,463
Participant contributions at end of year2022-12-31$150,919
Participant contributions at beginning of year2022-12-31$149,217
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,362
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,701,814
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,302,124
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,003,938
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$15,816,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,537,944
Interest on participant loans2022-12-31$6,515
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$240,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$223,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$223,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,965,602
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$543,959
Employer contributions (assets) at end of year2022-12-31$94,219
Employer contributions (assets) at beginning of year2022-12-31$87,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$469,647
Contract administrator fees2022-12-31$48,280
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : VERITY CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,422,263
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,521,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,469,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,897,587
Value of total assets at end of year2021-12-31$19,003,938
Value of total assets at beginning of year2021-12-31$18,103,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,140
Total interest from all sources2021-12-31$6,869
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$281,133
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$281,133
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$878,963
Participant contributions at end of year2021-12-31$149,217
Participant contributions at beginning of year2021-12-31$188,500
Participant contributions at end of year2021-12-31$5,362
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$539,575
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,852
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$900,893
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,003,938
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,103,045
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$18,537,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,626,342
Interest on participant loans2021-12-31$6,869
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$223,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$213,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$213,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,236,674
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$479,049
Employer contributions (assets) at end of year2021-12-31$87,739
Employer contributions (assets) at beginning of year2021-12-31$72,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,469,230
Contract administrator fees2021-12-31$52,140
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : VERITY CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,494,573
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$542,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$501,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,754,343
Value of total assets at end of year2020-12-31$18,103,045
Value of total assets at beginning of year2020-12-31$14,150,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,673
Total interest from all sources2020-12-31$9,910
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$233,633
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$233,633
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$809,590
Participant contributions at end of year2020-12-31$188,500
Participant contributions at beginning of year2020-12-31$165,876
Participant contributions at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$510,954
Total non interest bearing cash at end of year2020-12-31$1,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,952,157
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,103,045
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,150,888
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$17,626,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,710,559
Interest on participant loans2020-12-31$9,910
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$213,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$274,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$274,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,496,687
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$433,799
Employer contributions (assets) at end of year2020-12-31$72,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$501,743
Contract administrator fees2020-12-31$40,673
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : VERITY CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$3,656,785
Total income from all sources (including contributions)2019-12-31$3,656,785
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$691,831
Total of all expenses incurred2019-12-31$691,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$661,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$661,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$985,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$985,661
Value of total assets at end of year2019-12-31$14,150,888
Value of total assets at end of year2019-12-31$14,150,888
Value of total assets at beginning of year2019-12-31$11,185,934
Value of total assets at beginning of year2019-12-31$11,185,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,531
Total interest from all sources2019-12-31$27,790
Total interest from all sources2019-12-31$27,790
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$219,764
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$219,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$219,764
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$219,764
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$647,368
Contributions received from participants2019-12-31$647,368
Participant contributions at end of year2019-12-31$165,876
Participant contributions at end of year2019-12-31$165,876
Participant contributions at beginning of year2019-12-31$162,460
Participant contributions at beginning of year2019-12-31$162,460
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$19,932
Participant contributions at beginning of year2019-12-31$19,932
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,267
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,267
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
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$2,964,954
Value of net income/loss2019-12-31$2,964,954
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,150,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,150,888
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,185,934
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,185,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$13,710,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,710,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,624,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,624,302
Interest on participant loans2019-12-31$8,529
Interest on participant loans2019-12-31$8,529
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$274,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$274,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$276,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$276,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$276,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$276,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,423,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,423,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$327,026
Contributions received in cash from employer2019-12-31$327,026
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$102,394
Employer contributions (assets) at beginning of year2019-12-31$102,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$661,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$661,300
Contract administrator fees2019-12-31$30,531
Contract administrator fees2019-12-31$30,531
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : VERITY CREDIT UNION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$590,153
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,088,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,064,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,139,896
Value of total assets at end of year2018-12-31$11,185,934
Value of total assets at beginning of year2018-12-31$11,684,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,300
Total interest from all sources2018-12-31$30,092
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$193,916
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$193,916
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$591,456
Participant contributions at end of year2018-12-31$162,460
Participant contributions at beginning of year2018-12-31$162,708
Participant contributions at end of year2018-12-31$19,932
Participant contributions at beginning of year2018-12-31$20,162
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$162,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-498,678
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,185,934
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,684,612
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$10,624,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,129,938
Interest on participant loans2018-12-31$7,034
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$276,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$293,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$293,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$23,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-773,751
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$386,026
Employer contributions (assets) at end of year2018-12-31$102,394
Employer contributions (assets) at beginning of year2018-12-31$78,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,064,531
Contract administrator fees2018-12-31$24,300
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : VERITY CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,869,075
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,962,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,942,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,030,539
Value of total assets at end of year2017-12-31$11,684,612
Value of total assets at beginning of year2017-12-31$10,777,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,121
Total interest from all sources2017-12-31$11,730
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$177,267
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$177,267
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$579,447
Participant contributions at end of year2017-12-31$162,708
Participant contributions at beginning of year2017-12-31$169,568
Participant contributions at end of year2017-12-31$20,162
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$120,317
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$907,066
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,684,612
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,777,546
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$11,129,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,767,768
Interest on participant loans2017-12-31$7,463
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$293,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$759,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$759,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,649,539
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$330,775
Employer contributions (assets) at end of year2017-12-31$78,742
Employer contributions (assets) at beginning of year2017-12-31$80,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,942,888
Contract administrator fees2017-12-31$19,121
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : VERITY CREDIT UNION 401(K) PLAN 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$1,750,330
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$887,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$860,287
Value of total corrective distributions2016-12-31$7,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$956,442
Value of total assets at end of year2016-12-31$10,777,546
Value of total assets at beginning of year2016-12-31$9,914,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,373
Total interest from all sources2016-12-31$22,185
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$168,610
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$168,610
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$570,408
Participant contributions at end of year2016-12-31$169,568
Participant contributions at beginning of year2016-12-31$218,576
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$16,165
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,397
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$863,259
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,777,546
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,914,287
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$9,767,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,307,402
Interest on participant loans2016-12-31$8,324
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$759,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$237,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$237,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$603,093
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$353,637
Employer contributions (assets) at end of year2016-12-31$80,724
Employer contributions (assets) at beginning of year2016-12-31$134,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$860,287
Contract administrator fees2016-12-31$19,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : VERITY CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$803,345
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$340,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$311,947
Value of total corrective distributions2015-12-31$10,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$917,168
Value of total assets at end of year2015-12-31$9,914,287
Value of total assets at beginning of year2015-12-31$9,451,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,884
Total interest from all sources2015-12-31$9,146
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$173,177
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$173,177
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$489,312
Participant contributions at end of year2015-12-31$218,576
Participant contributions at beginning of year2015-12-31$140,505
Participant contributions at end of year2015-12-31$16,165
Participant contributions at beginning of year2015-12-31$13,963
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$109,089
Total non interest bearing cash at beginning of year2015-12-31$31,766
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$462,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,914,287
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,451,396
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,307,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,127,307
Interest on participant loans2015-12-31$8,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$237,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-296,146
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$318,767
Employer contributions (assets) at end of year2015-12-31$134,701
Employer contributions (assets) at beginning of year2015-12-31$137,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$311,947
Contract administrator fees2015-12-31$17,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : VERITY CREDIT UNION 401(K) PLAN 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$1,335,262
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,255,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,206,117
Expenses. Certain deemed distributions of participant loans2014-12-31$35,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$795,038
Value of total assets at end of year2014-12-31$9,451,396
Value of total assets at beginning of year2014-12-31$9,371,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,602
Total interest from all sources2014-12-31$5,790
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$571,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$571,293
Administrative expenses professional fees incurred2014-12-31$13,602
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$471,123
Participant contributions at end of year2014-12-31$140,505
Participant contributions at beginning of year2014-12-31$138,533
Participant contributions at end of year2014-12-31$13,963
Participant contributions at beginning of year2014-12-31$16,429
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,516
Total non interest bearing cash at end of year2014-12-31$31,766
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$79,811
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,451,396
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,371,585
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$9,127,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,066,866
Interest on participant loans2014-12-31$5,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-36,859
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$317,399
Employer contributions (assets) at end of year2014-12-31$137,855
Employer contributions (assets) at beginning of year2014-12-31$149,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,206,117
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : VERITY CREDIT UNION 401(K) PLAN 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$2,499,574
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$157,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$143,409
Expenses. Certain deemed distributions of participant loans2013-12-31$6,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$970,228
Value of total assets at end of year2013-12-31$9,371,585
Value of total assets at beginning of year2013-12-31$7,029,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,464
Total interest from all sources2013-12-31$4,431
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
Administrative expenses professional fees incurred2013-12-31$7,464
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$481,554
Participant contributions at end of year2013-12-31$138,533
Participant contributions at beginning of year2013-12-31$103,090
Participant contributions at end of year2013-12-31$16,429
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$156,534
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$2,342,244
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,371,585
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,029,341
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$9,066,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,799,105
Interest on participant loans2013-12-31$4,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,524,915
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$332,140
Employer contributions (assets) at end of year2013-12-31$149,757
Employer contributions (assets) at beginning of year2013-12-31$127,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$143,409
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2013-12-31954083485
2012 : VERITY CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,631,030
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$899,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$877,799
Expenses. Certain deemed distributions of participant loans2012-12-31$11,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$704,273
Value of total assets at end of year2012-12-31$7,029,341
Value of total assets at beginning of year2012-12-31$6,297,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,885
Total interest from all sources2012-12-31$4,078
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
Administrative expenses professional fees incurred2012-12-31$9,885
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$394,984
Participant contributions at end of year2012-12-31$103,090
Participant contributions at beginning of year2012-12-31$92,098
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,184
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$731,586
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,029,341
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,297,755
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$6,799,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,151,981
Interest on participant loans2012-12-31$4,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$922,679
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$307,105
Employer contributions (assets) at end of year2012-12-31$127,146
Employer contributions (assets) at beginning of year2012-12-31$53,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$877,799
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 name2012-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2012-12-31954083485
2011 : VERITY CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,651
Total income from all sources (including contributions)2011-12-31$428,961
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$251,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$242,619
Expenses. Certain deemed distributions of participant loans2011-12-31$484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$642,873
Value of total assets at end of year2011-12-31$6,297,755
Value of total assets at beginning of year2011-12-31$6,123,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,757
Total interest from all sources2011-12-31$4,540
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$151,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$151,730
Administrative expenses professional fees incurred2011-12-31$8,757
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$363,299
Participant contributions at end of year2011-12-31$92,098
Participant contributions at beginning of year2011-12-31$114,778
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$65,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$90
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$2,651
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$177,101
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,297,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,120,654
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$6,151,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,900,721
Interest on participant loans2011-12-31$4,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-370,182
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$214,456
Employer contributions (assets) at end of year2011-12-31$53,676
Employer contributions (assets) at beginning of year2011-12-31$105,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$242,619
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,561
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 name2011-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2011-12-31954083485

Form 5500 Responses for VERITY CREDIT UNION 401(K) PLAN

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

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