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SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN
Plan identification number 008

SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

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

Company Name:SIERRA CENTRAL CREDIT UNION
Employer identification number (EIN):941484851
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about SIERRA CENTRAL CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0445508

More information about SIERRA CENTRAL CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01RHONDA TURNER2023-10-10
0082021-01-01RHONDA TURNER2022-10-09
0082020-01-01CORINNE A. DAVIS2021-09-13
0082019-01-01CORINNE A. DAVIS2020-07-27
0082018-01-01CORINNE A. DAVIS2019-09-11
0082017-01-01
0082016-01-01
0082015-01-01
0082014-01-01CORINNE DAVIS
0082013-01-01CORINNE DAVIS
0082012-01-01CORINNE DAVIS
0082011-01-01CORINNE DAVIS
0082010-01-01CORRINE DAVIS
0082009-01-01CORRINE DAVIS

Plan Statistics for SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01330
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0186
Total of all active and inactive participants2022-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01331
Number of participants with account balances2022-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01293
Total number of active participants reported on line 7a of the Form 55002021-01-01229
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01321
Number of participants with account balances2021-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01287
Total number of active participants reported on line 7a of the Form 55002020-01-01211
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01290
Number of participants with account balances2020-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01268
Total number of active participants reported on line 7a of the Form 55002019-01-01203
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01286
Number of participants with account balances2019-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01332
Total number of active participants reported on line 7a of the Form 55002018-01-01197
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01267
Number of participants with account balances2018-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01303
Total number of active participants reported on line 7a of the Form 55002017-01-01190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01330
Number of participants with account balances2017-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01267
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01118
Total of all active and inactive participants2016-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01301
Number of participants with account balances2016-01-01282
2015: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01257
Total number of active participants reported on line 7a of the Form 55002015-01-01174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01267
Number of participants with account balances2015-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0143
2014: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01257
Total number of active participants reported on line 7a of the Form 55002014-01-01171
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01254
Number of participants with account balances2014-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0181
Total of all active and inactive participants2013-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01257
Number of participants with account balances2013-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01271
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0177
Total of all active and inactive participants2012-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01243
Number of participants with account balances2012-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01288
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0190
Total of all active and inactive participants2011-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01270
Number of participants with account balances2011-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01289
Total number of active participants reported on line 7a of the Form 55002010-01-01180
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01103
Total of all active and inactive participants2010-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01283
Number of participants with account balances2010-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0131
2009: SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01283
Total number of active participants reported on line 7a of the Form 55002009-01-01184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01278
Number of participants with account balances2009-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-548,251
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,068,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,980,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,047,300
Value of total assets at end of year2022-12-31$16,256,726
Value of total assets at beginning of year2022-12-31$19,872,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,935
Total interest from all sources2022-12-31$66,353
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$270,873
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$270,873
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
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$809,561
Participant contributions at end of year2022-12-31$333,641
Participant contributions at beginning of year2022-12-31$351,378
Participant contributions at end of year2022-12-31$38,024
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,647
Total non interest bearing cash at end of year2022-12-31$5
Total non interest bearing cash at beginning of year2022-12-31$45,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,616,268
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,256,726
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,872,994
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$12,578,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,950,323
Interest on participant loans2022-12-31$10,510
Interest earned on other investments2022-12-31$55,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,540,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,562,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,932,777
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$1,213,092
Employer contributions (assets) at end of year2022-12-31$765,587
Employer contributions (assets) at beginning of year2022-12-31$962,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,980,082
Contract administrator fees2022-12-31$87,935
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 name2022-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING 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$4,349,857
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,764,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,673,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,079,020
Value of total assets at end of year2021-12-31$19,872,994
Value of total assets at beginning of year2021-12-31$19,287,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,841
Total interest from all sources2021-12-31$75,784
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$591,046
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$591,046
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
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$1,115,109
Participant contributions at end of year2021-12-31$351,378
Participant contributions at beginning of year2021-12-31$364,986
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$30,890
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$977
Total non interest bearing cash at end of year2021-12-31$45,991
Total non interest bearing cash at beginning of year2021-12-31$3
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$585,508
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,872,994
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,287,486
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$15,950,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,978,931
Interest on participant loans2021-12-31$13,225
Interest earned on other investments2021-12-31$62,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,562,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,066,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,604,007
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$962,934
Employer contributions (assets) at end of year2021-12-31$962,934
Employer contributions (assets) at beginning of year2021-12-31$846,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,673,508
Contract administrator fees2021-12-31$90,841
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING 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$4,376,534
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,453,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,373,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,817,064
Value of total assets at end of year2020-12-31$19,287,486
Value of total assets at beginning of year2020-12-31$16,363,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,851
Total interest from all sources2020-12-31$74,147
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$430,799
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$430,799
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$971,492
Participant contributions at end of year2020-12-31$364,986
Participant contributions at beginning of year2020-12-31$317,794
Participant contributions at end of year2020-12-31$30,890
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,917
Total non interest bearing cash at end of year2020-12-31$3
Total non interest bearing cash at beginning of year2020-12-31$30,907
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$2,923,487
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,287,486
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,363,999
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$14,978,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,087,936
Interest on participant loans2020-12-31$16,224
Interest earned on other investments2020-12-31$57,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,066,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,072,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,054,524
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$836,655
Employer contributions (assets) at end of year2020-12-31$846,491
Employer contributions (assets) at beginning of year2020-12-31$854,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,373,196
Contract administrator fees2020-12-31$79,851
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,271,384
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$902,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$826,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,676,640
Value of total assets at end of year2019-12-31$16,363,999
Value of total assets at beginning of year2019-12-31$12,995,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,540
Total interest from all sources2019-12-31$64,340
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$342,642
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$342,642
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$814,023
Participant contributions at end of year2019-12-31$317,794
Participant contributions at beginning of year2019-12-31$283,206
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$18,228
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,070
Total non interest bearing cash at end of year2019-12-31$30,907
Total non interest bearing cash at beginning of year2019-12-31$26,244
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$3,368,966
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,363,999
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,995,033
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$13,087,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,555,153
Interest on participant loans2019-12-31$16,560
Interest earned on other investments2019-12-31$47,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,072,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,426,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,187,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$854,547
Employer contributions (assets) at end of year2019-12-31$854,547
Employer contributions (assets) at beginning of year2019-12-31$685,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$826,878
Contract administrator fees2019-12-31$75,540
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING 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$987,430
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,234,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,175,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,440,558
Value of total assets at end of year2018-12-31$12,995,033
Value of total assets at beginning of year2018-12-31$13,242,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,429
Total interest from all sources2018-12-31$51,503
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$301,943
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$301,943
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$583,901
Participant contributions at end of year2018-12-31$283,206
Participant contributions at beginning of year2018-12-31$221,321
Participant contributions at end of year2018-12-31$18,228
Participant contributions at beginning of year2018-12-31$15,292
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$170,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$840
Total non interest bearing cash at end of year2018-12-31$26,244
Total non interest bearing cash at beginning of year2018-12-31$1,546,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-247,203
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,995,033
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,242,236
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$10,555,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,339,681
Interest on participant loans2018-12-31$13,700
Interest earned on other investments2018-12-31$37,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,426,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,471,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-807,414
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$685,880
Employer contributions (assets) at end of year2018-12-31$685,880
Employer contributions (assets) at beginning of year2018-12-31$648,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,175,204
Contract administrator fees2018-12-31$59,429
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 name2018-12-31COOK CPA GROUP, INC.
Accountancy firm EIN2018-12-31821221665
2017 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING 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$173
Total income from all sources (including contributions)2017-12-31$2,767,153
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$490,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$483,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,159,310
Value of total assets at end of year2017-12-31$13,242,236
Value of total assets at beginning of year2017-12-31$10,965,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,278
Total interest from all sources2017-12-31$107,368
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,972
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$22,972
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$491,692
Participant contributions at end of year2017-12-31$221,321
Participant contributions at beginning of year2017-12-31$300,055
Participant contributions at end of year2017-12-31$15,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$173
Total non interest bearing cash at end of year2017-12-31$1,546,154
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,276,703
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,242,236
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,965,533
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$9,339,681
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,442,047
Interest on participant loans2017-12-31$13,080
Interest earned on other investments2017-12-31$94,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,471,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,627,795
Net investment gain/loss from pooled separate accounts2017-12-31$1,477,503
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$667,618
Employer contributions (assets) at end of year2017-12-31$648,036
Employer contributions (assets) at beginning of year2017-12-31$590,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$483,172
Contract administrator fees2017-12-31$7,278
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 name2017-12-31WILLIAMS AND OLDS CPAS
Accountancy firm EIN2017-12-31010560769
2016 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$792,721
Total unrealized appreciation/depreciation of assets2016-12-31$792,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$173
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$1,942,295
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$268,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$261,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,127,776
Value of total assets at end of year2016-12-31$10,965,706
Value of total assets at beginning of year2016-12-31$9,291,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,260
Total interest from all sources2016-12-31$21,798
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$472,573
Participant contributions at end of year2016-12-31$300,055
Participant contributions at beginning of year2016-12-31$237,075
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$44,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,674,052
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,965,533
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,291,481
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 pooled separate accounts at end of year2016-12-31$8,442,047
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,885,500
Income. Interest from loans (other than to participants)2016-12-31$14,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,627,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,614,348
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$611,032
Employer contributions (assets) at end of year2016-12-31$590,635
Employer contributions (assets) at beginning of year2016-12-31$544,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$261,983
Contract administrator fees2016-12-31$6,260
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 name2016-12-31WILLIAMS AND OLDS
Accountancy firm EIN2016-12-31010560769
2015 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$27,208
Total unrealized appreciation/depreciation of assets2015-12-31$27,208
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$1,048,814
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$745,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$735,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,008,228
Value of total assets at end of year2015-12-31$9,291,481
Value of total assets at beginning of year2015-12-31$8,988,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,864
Total interest from all sources2015-12-31$13,378
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$416,797
Participant contributions at end of year2015-12-31$237,075
Participant contributions at beginning of year2015-12-31$262,333
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,270
Administrative expenses (other) incurred2015-12-31$9,864
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$303,308
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,291,481
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,988,173
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 pooled separate accounts at end of year2015-12-31$6,885,500
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,620,432
Interest on participant loans2015-12-31$13,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,614,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,527,813
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$566,161
Employer contributions (assets) at end of year2015-12-31$544,787
Employer contributions (assets) at beginning of year2015-12-31$571,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$735,642
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 name2015-12-31WILLIAMS AND OLDS
Accountancy firm EIN2015-12-31010560769
2014 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$497,271
Total unrealized appreciation/depreciation of assets2014-12-31$497,271
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$1,463,701
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$588,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$577,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$952,347
Value of total assets at end of year2014-12-31$8,988,173
Value of total assets at beginning of year2014-12-31$8,112,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,424
Total interest from all sources2014-12-31$14,083
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$500,000
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$364,533
Participant contributions at end of year2014-12-31$262,333
Participant contributions at beginning of year2014-12-31$298,446
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$871
Administrative expenses (other) incurred2014-12-31$10,424
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$875,640
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,988,173
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,112,533
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 pooled separate accounts at end of year2014-12-31$6,620,432
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,681,621
Interest on participant loans2014-12-31$14,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,527,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,671,202
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$586,943
Employer contributions (assets) at end of year2014-12-31$571,056
Employer contributions (assets) at beginning of year2014-12-31$454,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$577,637
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 name2014-12-31WILLIAMS AND OLDS
Accountancy firm EIN2014-12-31010560769
2013 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,097,578
Total unrealized appreciation/depreciation of assets2013-12-31$1,097,578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,950,476
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$578,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$570,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$839,406
Value of total assets at end of year2013-12-31$8,112,533
Value of total assets at beginning of year2013-12-31$6,740,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,716
Total interest from all sources2013-12-31$13,492
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$500,000
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$352,475
Participant contributions at end of year2013-12-31$298,446
Participant contributions at beginning of year2013-12-31$230,749
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,719
Administrative expenses (other) incurred2013-12-31$7,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,371,921
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,112,533
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,740,612
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 pooled separate accounts at end of year2013-12-31$5,681,621
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,847,267
Income. Interest from loans (other than to participants)2013-12-31$13,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,671,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,136,182
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$472,212
Employer contributions (assets) at end of year2013-12-31$454,901
Employer contributions (assets) at beginning of year2013-12-31$516,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$570,839
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 name2013-12-31WILLIAMS AND OLDS
Accountancy firm EIN2013-12-31010560769
2012 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$510,676
Total unrealized appreciation/depreciation of assets2012-12-31$510,676
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$1,345,757
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$653,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$641,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$822,504
Value of total assets at end of year2012-12-31$6,740,612
Value of total assets at beginning of year2012-12-31$6,048,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,965
Total interest from all sources2012-12-31$12,577
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$7,000,000
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$285,036
Participant contributions at end of year2012-12-31$230,749
Participant contributions at beginning of year2012-12-31$262,754
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$11,965
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$692,428
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,740,612
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,048,184
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 pooled separate accounts at end of year2012-12-31$3,847,267
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,813,913
Interest on participant loans2012-12-31$12,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,136,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,440,494
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$537,468
Employer contributions (assets) at end of year2012-12-31$516,037
Employer contributions (assets) at beginning of year2012-12-31$522,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$641,364
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WILLIAMS AND OLDS
Accountancy firm EIN2012-12-31010560769
2011 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-176,522
Total unrealized appreciation/depreciation of assets2011-12-31$-176,522
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$630,534
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$386,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$375,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$794,498
Value of total assets at end of year2011-12-31$6,048,184
Value of total assets at beginning of year2011-12-31$5,804,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,857
Total interest from all sources2011-12-31$12,558
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$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$264,298
Participant contributions at end of year2011-12-31$262,754
Participant contributions at beginning of year2011-12-31$189,994
Administrative expenses (other) incurred2011-12-31$10,857
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$243,709
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,048,184
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,804,475
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 pooled separate accounts at end of year2011-12-31$3,813,913
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,141,611
Interest on participant loans2011-12-31$12,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,440,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,273,172
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$530,200
Employer contributions (assets) at end of year2011-12-31$522,380
Employer contributions (assets) at beginning of year2011-12-31$192,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$375,968
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 name2011-12-31WILLIAMS AND OLDS
Accountancy firm EIN2011-12-31010560769
2010 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$550,502
Total unrealized appreciation/depreciation of assets2010-12-31$550,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,027,578
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$312,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$305,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$464,174
Value of total assets at end of year2010-12-31$5,804,475
Value of total assets at beginning of year2010-12-31$5,089,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,839
Total interest from all sources2010-12-31$12,902
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$255,442
Participant contributions at end of year2010-12-31$189,994
Participant contributions at beginning of year2010-12-31$194,423
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,184
Administrative expenses (other) incurred2010-12-31$6,839
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$715,335
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,804,475
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,089,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,141,611
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,553,234
Interest on participant loans2010-12-31$12,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,273,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,129,201
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$206,548
Employer contributions (assets) at end of year2010-12-31$192,997
Employer contributions (assets) at beginning of year2010-12-31$207,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$305,404
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 name2010-12-31WILLIAMS AND OLDS
Accountancy firm EIN2010-12-31010560769
2009 : SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SIERRA CENTRAL CREDIT UNION 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811812
Policy instance 1
Insurance contract or identification number811812
Number of Individuals Covered331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811812
Policy instance 1
Insurance contract or identification number811812
Number of Individuals Covered321
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811812
Policy instance 1
Insurance contract or identification number811812
Number of Individuals Covered290
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811812
Policy instance 1
Insurance contract or identification number811812
Number of Individuals Covered286
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811812
Policy instance 1
Insurance contract or identification number811812
Number of Individuals Covered267
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811812
Policy instance 1
Insurance contract or identification number811812
Number of Individuals Covered330
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1316
Policy instance 1
Insurance contract or identification numberGH1316
Number of Individuals Covered291
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1316
Policy instance 1
Insurance contract or identification numberGH1316
Number of Individuals Covered311
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1316
Policy instance 1
Insurance contract or identification numberGH1316
Number of Individuals Covered290
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1316
Policy instance 1
Insurance contract or identification numberGH1316
Number of Individuals Covered292
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,775
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,775
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1316
Policy instance 1
Insurance contract or identification numberGH1316
Number of Individuals Covered312
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,276
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1316
Policy instance 1
Insurance contract or identification numberGH1316
Number of Individuals Covered302
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,999
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,999
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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