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STAR ONE CREDIT UNION RETIREMENT PLAN 401k Plan overview

Plan NameSTAR ONE CREDIT UNION RETIREMENT PLAN
Plan identification number 002

STAR ONE CREDIT UNION RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

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

Company Name:STAR ONE CREDIT UNION
Employer identification number (EIN):946069237
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about STAR ONE CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2000-12-15
Company Identification Number: C2270669
Legal Registered Office Address: 4180 La Jolla Village Dr, Suite 540

La Jolla
United States of America (USA)
92037

More information about STAR ONE CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAR ONE CREDIT UNION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01REGINA RUTLEDGE2023-09-10
0022021-01-01REGINA RUTLEDGE2022-09-07
0022020-01-01REGINA RUTLEDGE2021-10-07
0022019-01-01REGINA RUTLEDGE2020-09-27
0022018-01-01REGINA RUTLEDGE2019-09-25
0022017-01-01
0022016-01-01REGINA RUTLEDGE
0022015-01-01REGINA RUTLEDGE
0022014-01-01REGINA RUTLEDGE
0022013-01-01
0022012-01-01PEGGY CRIST
0022011-01-01PEGGY CRIST
0022009-01-01PEGGY CRIST

Plan Statistics for STAR ONE CREDIT UNION RETIREMENT PLAN

401k plan membership statisitcs for STAR ONE CREDIT UNION RETIREMENT PLAN

Measure Date Value
2022: STAR ONE CREDIT UNION RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3174,862,177
Acturial value of plan assets2022-12-3171,577,301
Funding target for retired participants and beneficiaries receiving payment2022-12-3121,563,363
Number of terminated vested participants2022-12-3147
Fundng target for terminated vested participants2022-12-312,700,100
Active participant vested funding target2022-12-3122,535,735
Number of active participants2022-12-31100
Total funding liabilities for active participants2022-12-3124,388,836
Total participant count2022-12-31217
Total funding target for all participants2022-12-3148,652,299
Balance at beginning of prior year after applicable adjustments2022-12-311,999,431
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31557
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-311,999,431
Amount remaining of prefunding balance2022-12-31557
Present value of excess contributions2022-12-314,233,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-314,448,651
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-312,204,173
Balance of prefunding at beginning of current year2022-12-31614
Total employer contributions2022-12-31750,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31719,080
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,315,907
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31719,080
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-0191
Number of retired or separated participants receiving benefits2022-01-0176
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STAR ONE CREDIT UNION RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3165,518,790
Acturial value of plan assets2021-12-3161,654,972
Funding target for retired participants and beneficiaries receiving payment2021-12-3119,230,475
Number of terminated vested participants2021-12-3147
Fundng target for terminated vested participants2021-12-312,799,204
Active participant vested funding target2021-12-3123,646,621
Number of active participants2021-12-31104
Total funding liabilities for active participants2021-12-3125,586,106
Total participant count2021-12-31217
Total funding target for all participants2021-12-3147,615,785
Balance at beginning of prior year after applicable adjustments2021-12-311,788,400
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31498
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-311,788,400
Amount remaining of prefunding balance2021-12-31498
Present value of excess contributions2021-12-314,854,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-315,121,665
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-311,999,431
Balance of prefunding at beginning of current year2021-12-31557
Total employer contributions2021-12-314,400,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-314,233,585
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,240,111
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-314,233,585
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01217
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-0166
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STAR ONE CREDIT UNION RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3155,283,794
Acturial value of plan assets2020-12-3154,001,341
Funding target for retired participants and beneficiaries receiving payment2020-12-3117,556,341
Number of terminated vested participants2020-12-3149
Fundng target for terminated vested participants2020-12-312,644,753
Active participant vested funding target2020-12-3120,149,079
Number of active participants2020-12-31109
Total funding liabilities for active participants2020-12-3121,863,904
Total participant count2020-12-31217
Total funding target for all participants2020-12-3142,064,998
Balance at beginning of prior year after applicable adjustments2020-12-311,530,771
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31426
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-311,530,771
Amount remaining of prefunding balance2020-12-31426
Present value of excess contributions2020-12-315,865,164
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-316,197,719
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-311,788,400
Balance of prefunding at beginning of current year2020-12-31498
Total employer contributions2020-12-315,135,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,854,199
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,714,911
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-314,854,199
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01217
Total number of active participants reported on line 7a of the Form 55002020-01-01104
Number of retired or separated participants receiving benefits2020-01-0163
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STAR ONE CREDIT UNION RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3143,261,476
Acturial value of plan assets2019-12-3146,118,881
Funding target for retired participants and beneficiaries receiving payment2019-12-3112,773,685
Number of terminated vested participants2019-12-3147
Fundng target for terminated vested participants2019-12-312,455,992
Active participant vested funding target2019-12-3121,466,585
Number of active participants2019-12-31122
Total funding liabilities for active participants2019-12-3122,976,443
Total participant count2019-12-31217
Total funding target for all participants2019-12-3138,206,120
Balance at beginning of prior year after applicable adjustments2019-12-311,635,963
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31455
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-311,635,963
Amount remaining of prefunding balance2019-12-31455
Present value of excess contributions2019-12-314,517,027
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,781,273
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-311,530,771
Balance of prefunding at beginning of current year2019-12-31426
Total employer contributions2019-12-316,425,370
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-315,865,164
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,693,242
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-315,865,164
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-0157
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STAR ONE CREDIT UNION RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3142,425,042
Acturial value of plan assets2018-12-3140,624,354
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,576,761
Number of terminated vested participants2018-12-3136
Fundng target for terminated vested participants2018-12-311,843,453
Active participant vested funding target2018-12-3120,346,214
Number of active participants2018-12-31138
Total funding liabilities for active participants2018-12-3121,981,181
Total participant count2018-12-31218
Total funding target for all participants2018-12-3134,401,395
Balance at beginning of prior year after applicable adjustments2018-12-311,452,124
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31404
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-311,452,124
Amount remaining of prefunding balance2018-12-31404
Present value of excess contributions2018-12-311,561,269
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,561,269
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-311,635,963
Balance of prefunding at beginning of current year2018-12-31455
Total employer contributions2018-12-314,805,600
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,517,027
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,717,113
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-314,517,027
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01218
Total number of active participants reported on line 7a of the Form 55002018-01-01122
Number of retired or separated participants receiving benefits2018-01-0146
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STAR ONE CREDIT UNION RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3137,039,754
Acturial value of plan assets2017-12-3137,810,850
Funding target for retired participants and beneficiaries receiving payment2017-12-319,468,712
Number of terminated vested participants2017-12-3132
Fundng target for terminated vested participants2017-12-311,447,297
Active participant vested funding target2017-12-3117,293,742
Number of active participants2017-12-31145
Total funding liabilities for active participants2017-12-3119,167,786
Total participant count2017-12-31219
Total funding target for all participants2017-12-3130,083,795
Balance at beginning of prior year after applicable adjustments2017-12-311,333,692
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31371
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,333,692
Amount remaining of prefunding balance2017-12-31371
Present value of excess contributions2017-12-311,560,299
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,657,506
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-311,452,124
Balance of prefunding at beginning of current year2017-12-31404
Total employer contributions2017-12-311,600,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,561,269
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,580,301
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-311,561,269
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of retired or separated participants receiving benefits2017-01-0142
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STAR ONE CREDIT UNION RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3134,685,999
Acturial value of plan assets2016-12-3137,696,453
Funding target for retired participants and beneficiaries receiving payment2016-12-318,929,100
Number of terminated vested participants2016-12-3163
Fundng target for terminated vested participants2016-12-312,447,602
Active participant vested funding target2016-12-3114,799,711
Number of active participants2016-12-31151
Total funding liabilities for active participants2016-12-3116,554,244
Total participant count2016-12-31253
Total funding target for all participants2016-12-3127,930,946
Balance at beginning of prior year after applicable adjustments2016-12-311,388,106
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31386
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,388,106
Amount remaining of prefunding balance2016-12-31386
Present value of excess contributions2016-12-311,560,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,660,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,333,692
Balance of prefunding at beginning of current year2016-12-31371
Total employer contributions2016-12-311,600,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,560,299
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,554,260
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-311,560,299
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01253
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-0140
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: STAR ONE CREDIT UNION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-0137
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: STAR ONE CREDIT UNION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01243
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-0136
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STAR ONE CREDIT UNION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01155
Number of retired or separated participants receiving benefits2013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: STAR ONE CREDIT UNION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01240
Total number of active participants reported on line 7a of the Form 55002012-01-01162
Number of retired or separated participants receiving benefits2012-01-0126
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: STAR ONE CREDIT UNION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01226
Total number of active participants reported on line 7a of the Form 55002011-01-01157
Number of retired or separated participants receiving benefits2011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: STAR ONE CREDIT UNION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01205
Total number of active participants reported on line 7a of the Form 55002009-01-01134
Number of retired or separated participants receiving benefits2009-01-0121
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on STAR ONE CREDIT UNION RETIREMENT PLAN

Measure Date Value
2022 : STAR ONE CREDIT UNION RETIREMENT 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$49,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,668
Total income from all sources (including contributions)2022-12-31$-9,700,287
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,053,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,866,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$750,000
Value of total assets at end of year2022-12-31$63,157,461
Value of total assets at beginning of year2022-12-31$74,897,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$187,730
Total interest from all sources2022-12-31$7,936
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,446,617
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$2,446,617
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$49,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$35,668
Administrative expenses (other) incurred2022-12-31$55,101
Total non interest bearing cash at end of year2022-12-31$218,150
Total non interest bearing cash at beginning of year2022-12-31$183,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,754,075
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,108,102
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$74,862,177
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$62,939,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$74,714,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,904,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$750,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,866,058
Contract administrator fees2022-12-31$132,629
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 name2022-12-31TUNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2022-12-31954083485
2021 : STAR ONE CREDIT UNION RETIREMENT 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$35,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,352
Total income from all sources (including contributions)2021-12-31$11,112,872
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,834,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,655,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,400,000
Value of total assets at end of year2021-12-31$74,897,845
Value of total assets at beginning of year2021-12-31$65,612,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$178,385
Total interest from all sources2021-12-31$234
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,296,306
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$2,296,306
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$35,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$29,352
Administrative expenses (other) incurred2021-12-31$51,826
Total non interest bearing cash at end of year2021-12-31$183,074
Total non interest bearing cash at beginning of year2021-12-31$153,353
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$9,278,643
Value of net assets at end of year (total assets less liabilities)2021-12-31$74,862,177
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$65,583,534
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$74,714,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$62,348,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,416,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$4,400,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,110,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,655,844
Contract administrator fees2021-12-31$126,559
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 name2021-12-31TUNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2021-12-31954083485
2020 : STAR ONE CREDIT UNION RETIREMENT 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$29,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$23,865
Total income from all sources (including contributions)2020-12-31$11,672,507
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,600,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,475,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,135,000
Value of total assets at end of year2020-12-31$65,612,886
Value of total assets at beginning of year2020-12-31$55,535,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$124,484
Total interest from all sources2020-12-31$569
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,243,782
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$1,243,782
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$29,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$23,865
Administrative expenses (other) incurred2020-12-31$38,548
Total non interest bearing cash at end of year2020-12-31$153,353
Total non interest bearing cash at beginning of year2020-12-31$143,383
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$10,072,089
Value of net assets at end of year (total assets less liabilities)2020-12-31$65,583,534
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$55,511,445
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$62,348,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,966,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,293,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$5,135,000
Employer contributions (assets) at end of year2020-12-31$3,110,000
Employer contributions (assets) at beginning of year2020-12-31$6,425,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,475,934
Contract administrator fees2020-12-31$85,936
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 name2020-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2020-12-31954083485
2019 : STAR ONE CREDIT UNION RETIREMENT 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$23,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,282
Total income from all sources (including contributions)2019-12-31$13,592,087
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,421,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,304,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,425,370
Value of total assets at end of year2019-12-31$55,535,310
Value of total assets at beginning of year2019-12-31$43,364,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,238
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,436,450
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$1,436,450
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$23,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,282
Administrative expenses (other) incurred2019-12-31$34,955
Total non interest bearing cash at end of year2019-12-31$143,383
Total non interest bearing cash at beginning of year2019-12-31$111,003
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$12,170,302
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,511,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,341,143
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$48,966,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,047,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,730,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$6,425,370
Employer contributions (assets) at end of year2019-12-31$6,425,370
Employer contributions (assets) at beginning of year2019-12-31$3,205,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,304,547
Contract administrator fees2019-12-31$82,283
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 name2019-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2019-12-31954083485
2018 : STAR ONE CREDIT UNION RETIREMENT 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$23,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,140
Total income from all sources (including contributions)2018-12-31$2,053,923
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,137,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,009,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,805,600
Value of total assets at end of year2018-12-31$43,364,425
Value of total assets at beginning of year2018-12-31$42,443,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$128,591
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,333,106
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$1,333,106
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$18,140
Administrative expenses (other) incurred2018-12-31$38,255
Total non interest bearing cash at end of year2018-12-31$111,003
Total non interest bearing cash at beginning of year2018-12-31$92,318
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$916,101
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,341,143
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,425,042
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$40,047,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,350,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,084,783
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$4,805,600
Employer contributions (assets) at end of year2018-12-31$3,205,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,009,231
Contract administrator fees2018-12-31$90,336
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2018-12-31954083485
2017 : STAR ONE CREDIT UNION RETIREMENT 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$18,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,566
Total income from all sources (including contributions)2017-12-31$6,345,725
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$960,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$857,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,600,000
Value of total assets at end of year2017-12-31$42,443,182
Value of total assets at beginning of year2017-12-31$37,048,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$102,849
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,086,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,086,097
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$18,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,566
Administrative expenses (other) incurred2017-12-31$34,936
Total non interest bearing cash at end of year2017-12-31$92,318
Total non interest bearing cash at beginning of year2017-12-31$78,213
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$5,385,288
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,425,042
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,039,754
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$42,350,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,970,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,659,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$857,588
Contract administrator fees2017-12-31$67,913
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2017-12-31954083485
2016 : STAR ONE CREDIT UNION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,030
Total income from all sources (including contributions)2016-12-31$4,661,089
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,307,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,214,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,600,000
Value of total assets at end of year2016-12-31$37,048,320
Value of total assets at beginning of year2016-12-31$34,700,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$92,579
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$864,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$864,427
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,030
Administrative expenses (other) incurred2016-12-31$31,973
Total non interest bearing cash at end of year2016-12-31$78,213
Total non interest bearing cash at beginning of year2016-12-31$81,656
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$2,353,755
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,039,754
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,685,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,970,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,618,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,196,662
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$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,214,755
Contract administrator fees2016-12-31$60,606
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2016-12-31954083485
2015 : STAR ONE CREDIT UNION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15
Total income from all sources (including contributions)2015-12-31$192,816
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$899,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$797,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,600,000
Value of total assets at end of year2015-12-31$34,700,029
Value of total assets at beginning of year2015-12-31$35,392,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$102,495
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$870,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$870,353
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15
Administrative expenses (other) incurred2015-12-31$32,207
Total non interest bearing cash at end of year2015-12-31$81,656
Total non interest bearing cash at beginning of year2015-12-31$61,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-706,732
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,685,999
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,392,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,618,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,331,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,277,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$797,053
Contract administrator fees2015-12-31$70,288
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2015-12-31954083485
2014 : STAR ONE CREDIT UNION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,374
Total income from all sources (including contributions)2014-12-31$8,998,972
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$777,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$671,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,073,401
Value of total assets at end of year2014-12-31$35,392,746
Value of total assets at beginning of year2014-12-31$27,175,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$105,125
Total interest from all sources2014-12-31$769
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$906,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$906,924
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,374
Administrative expenses (other) incurred2014-12-31$33,068
Total non interest bearing cash at end of year2014-12-31$61,212
Total non interest bearing cash at beginning of year2014-12-31$55,530
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$8,221,966
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,392,731
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,170,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,331,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,714,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$8,073,401
Employer contributions (assets) at beginning of year2014-12-31$3,404,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$671,881
Contract administrator fees2014-12-31$72,057
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TURNER WARREN HWANG & CONRAD AC
Accountancy firm EIN2014-12-31954083485
2013 : STAR ONE CREDIT UNION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,189
Total income from all sources (including contributions)2013-12-31$7,911,442
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$522,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$462,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,692,680
Value of total assets at end of year2013-12-31$27,175,139
Value of total assets at beginning of year2013-12-31$19,799,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,724
Total interest from all sources2013-12-31$336
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$506,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$506,828
Administrative expenses professional fees incurred2013-12-31$38,226
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,189
Administrative expenses (other) incurred2013-12-31$22,498
Total non interest bearing cash at end of year2013-12-31$55,530
Total non interest bearing cash at beginning of year2013-12-31$48,368
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$7,388,638
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,170,765
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,782,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,714,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,052,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$811,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$811,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,711,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$4,692,680
Employer contributions (assets) at end of year2013-12-31$3,404,870
Employer contributions (assets) at beginning of year2013-12-31$886,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$462,080
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TURNER, WARREN HWANG & CONRAD AC
Accountancy firm EIN2013-12-31954083485
2012 : STAR ONE CREDIT UNION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,356
Total income from all sources (including contributions)2012-12-31$4,232,053
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$422,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$378,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,086,502
Value of total assets at end of year2012-12-31$19,799,316
Value of total assets at beginning of year2012-12-31$15,986,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,472
Total interest from all sources2012-12-31$944
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$581,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$581,559
Administrative expenses professional fees incurred2012-12-31$25,243
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$14,356
Administrative expenses (other) incurred2012-12-31$18,229
Total non interest bearing cash at end of year2012-12-31$48,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,809,806
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,782,127
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,972,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,052,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,544,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$811,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$773,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$773,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,563,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$2,086,502
Employer contributions (assets) at end of year2012-12-31$886,976
Employer contributions (assets) at beginning of year2012-12-31$668,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$378,775
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2012-12-31954083485
2011 : STAR ONE CREDIT UNION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,435
Total income from all sources (including contributions)2011-12-31$1,722,685
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$337,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$334,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,681,436
Value of total assets at end of year2011-12-31$15,986,677
Value of total assets at beginning of year2011-12-31$14,600,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,402
Total interest from all sources2011-12-31$177
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$379,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$379,694
Administrative expenses professional fees incurred2011-12-31$-12,566
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$14,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$13,435
Administrative expenses (other) incurred2011-12-31$15,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,385,057
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,972,321
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,587,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,544,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,378,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$773,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$712,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$712,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-338,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,681,436
Employer contributions (assets) at end of year2011-12-31$668,588
Employer contributions (assets) at beginning of year2011-12-31$509,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$334,226
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2011-12-31954083485
2010 : STAR ONE CREDIT UNION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,929
Total income from all sources (including contributions)2010-12-31$2,874,160
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$355,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$311,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,421,247
Value of total assets at end of year2010-12-31$14,600,699
Value of total assets at beginning of year2010-12-31$12,077,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,077
Total interest from all sources2010-12-31$51
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$318,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$318,136
Administrative expenses professional fees incurred2010-12-31$30,973
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$13,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,929
Administrative expenses (other) incurred2010-12-31$13,104
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$2,518,851
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,587,264
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,068,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,378,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,919,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$712,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$435,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$435,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,134,726
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$1,421,247
Employer contributions (assets) at end of year2010-12-31$509,682
Employer contributions (assets) at beginning of year2010-12-31$723,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$311,232
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 name2010-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2010-12-31954083485
2009 : STAR ONE CREDIT UNION RETIREMENT 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 STAR ONE CREDIT UNION RETIREMENT PLAN

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

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